Zero BS CRM – Free Customer Management Plugin for WordPress – When you run a business and use WordPress as a business website and manage many clients, then you need to add a CRM (Customer Relationship Management) feature on your WordPress site to help make it easier to manage business with your clients.
It is important that you add a Customer Relationship Management (CRM) system to your website to manage and analyze customer interactions and customer data, with the aim of improving business relationships with customers, helping customer retention, business growth and driving sales. CRM systems are designed to collect information about customers across multiple channels – or points of contact between customers and companies – which can include the company website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also provide customers with detailed information about customer personal information, purchase history, purchase preferences and much more.
When you are looking for a CRM system for WordPress, you will find tons of options and this will confuse you of course in choosing which CRM system is the best fit for you. In this article I will try to help you choose a CRM system that is good for you and integrates well with WordPress, here I find a CRM (Customer Relationship Management) plugin called Zero BS CRM and I will explain some of the excellent features of the Zero plugin. BS CRM and at the same time wrote a guide for how to integrate Zero BS CRM in WordPress.
What is Zero BS CRM?
Zero BS CRM is a plugin that was created to help WordPress users in manage customers, invoices, quotes, and store all your customer information in one place. With this plugin you actually fully host your own CRM software and on your own server using WordPress. This plugin also comes with several extensions that can provide you with additional functionality.
Zero BS CRM is a simple and free plugin, but it is very useful and can provide a lot of value for entrepreneurs and small teams. And here are some functions that you can get from a free core CRM system.
- Managing Customers
- Customer info is up to date
- Tag customers, or add notes
- Attach documents
- Contact the customer
- Manage Deals
- Manage Invoices
- Manage Transactions
- Managing Teams, with user roles:
- Admin roles (add and manage your CRM users)
- Customer Manager Role
- Invoice / Quote Manager role
- Transaction Manager Role
Apart from the above, you can still get more functions and features by adding a few extensions. You can choose these additional extensions according to what you need. these additional extensions will help you to take further advantage of customer data. And here are some extensions that you can choose to add features to Zero BS CRM:
- Gravity Forms ($ 39 / year) : An extension for the gravity form that allows you to quickly and easily gather customer hints and info,
- CSV Importer PRO ($ 19 / year) : An extension that allows you to import existing customer data into the Zero BS CRM system.
- PayPal Sync ($ 49 / year) : Extension to automatically retrieve all customer data from PayPal.
- Woo Sync ($ 49 / year) : An extension that allows you to automatically retrieve all customer data from WooCommerce.
- Invoicing Pro ($ 27 / year) : An extension to generate Invoices, allowing your customers to pay their invoices directly from your Client Portal using PayPal or Stripe.
- Mail Campaigns ($ 79 / year) : A cool email extension that allows you to send emails to targeted customer segments.
- Sales Dashboard ($ 129 / year) : Extension to display top sales dashboard which lets you track gross revenue, net income, customer growth, etc. right from your CRM.
There are currently a total of 7 extensions you can find on the Zero BS CRM website, and the most popular of them are CVS Importer PRO, Woo Sync and Gravity Forms. To get a more affordable price, you can buy the extension in a bundle package that has been provided with prices starting at $ 99 and includes free updates and support for one year. And here are 3 bundle packages offered by the plugin:
How to Use WordPress Zero BS CRM
To add a CRM system in WordPress, please install the Zero BS CRM plugin via the WordPress dashboard with Add New Plugins and type “Zero BS CRM”. Or you can download New V2.0 of CRM directly through the Zero BS CRM website at ⇒ https://zerobscrm.com/ .
After the install process is complete, please activate the plugin and you will be taken to a page to go through a simple 4-step process such as entering the name of your CRM business, selecting the CRM menu display (you can choose to integrate with the WordPress dashboard or separately), check several options and fill in column with your name at the end. Please complete this step until the configuration process is complete.
After the above process is complete you will see a new menu with the name “ZBS CRM Admin”. And please do the settings on the “Settings” page.
To make configuration in Zero BS CRM settings is not complicated, you can set it according to your wishes or leave it by default. And you can use your own logo by uploading your logo. And don’t forget to fill in your business information in the “Invoice Builder” tab menu, such as uploading business logos, business information and email invoices. After completing the configuration, please click the “Save Settings” button to save changes.
The next step, please enter the Welcome to ZBS section, there you will see important instructions to start, such as configuring the Settings as I have explained above, and the next is to create tags (this is like creating tags for posts) and these tags are important for you to make before You are starting to add your first customer.
How to Add Customer, Quotes and Invoice
To add users, please enter the “Zero BS CRM” menu and click “Add Customer”. This is very simple and please fill in the information in the fields provided and click “Save” if so.
After you add a new “Customer”, now you can add “Quotes”. For this Quotes form is very simple.
Then you can add invoices for your customers.
Furthermore, if you already have Customers and Quotes, then you can see a list of them in ‘Manage Customers’, and it looks really easy to manage.
And that’s a little review of the Zero BS CRM plugin which is useful for you as a business owner who wants to manage your customers. This plugin is completely free and has several paid extensions to add functionality and you can add them if you want. The features that this plugin has are enough for you to use it for your CRM system needs on your WordPress website. Hopefully this article is useful and good luck. 🙂