Key Features to consider when using a WordPress CRM Plugin

If you want to grow your business, it is essential to understand your customers and interact with them throughout the customer life cycle. Customer relationship management, or CRM, makes it much easier to gather and analyse customer data and interact with customers to explore more hidden opportunities.

Since its beginning, the CRM industry has been a growing market with great potential. Many businesses have reaped the best results by operating through CRM software, which is why CRM is the biggest software market now.

We are sure you are searching for efficient and functioning CRM software. WordPress CRM plugins are the tools everyone eventually goes for. Your CRM needs can vary depending on the nature of your business and the operating stage you are currently in. Some companies might need a CRM plugin with basic features, and some may require a more sophisticated version of CRM.

Regardless of your requirements, we have listed some key CRM software features here.

• Ability to capture contacts with form builders and options to place those forms on the website
• Having many databases to store customer data. Storing customer details in custom fields allows you to use the data to meet the unique business needs of your company.
• Ability to share the reports and print option – This makes sharing information among your team and analysing it to make decisions easier.
• Visual pipeline management to track customers to get an idea of which stage they are currently in the Customer life cycle and how to convince and convert them repeatedly
• Ability to send notifications for customers and administration staff – This can be incorporated into Live chats.
• A user-friendly interface – something similar to social media profiles where customers can directly interact with the admin staff
• Having WooCommerce integrations – Having links to other plugins is a plus, always.
• Invoicing tools
• Task schedulers make it easier for admin staff to stay on track and schedule client meetings.
• Activity logs and notes system for record purposes and refer records
• Tagging, Filtering and Searching options for increased efficiency
• Integration tools to link the WordPress plugin to other CRMs and websites

So, this is the list you should consider when selecting a CRM plugin.

We will introduce you to the best CRM software in our next article.

Until then, stay focused; Stay safe!

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