Leads CRM for WordPress WooCommerce

Description

Enable Business Customer Relationship Management (CRM) tools for the WordPress WooCommerce platform. Easily manage businesses using search tools and create lead business user accounts to track and manage the end to end sales process for customer acquisition.

Main features:

  • Add potential customers as leads for tracking important customer information and organize sales team engagements
  • Tag customer statuses to leads and assign sales account managers to customer leads for follow-up
  • Use quick search functionality to look up business leads
  • Label leads for quick flitering and prioritization of leads
  • Provide an audit trail for managing the end to end sales process for a customer

Free Add-Ons

*Account Manager WooCommerce – Add Account Manager Functionality, Customer Insights and Commission Management to WooCommerce.

Pro Paid Add-ons

*Prospect – Add Google Places API to search for business results including the Business Name, Business Type, Phone, Website and Address.

*Pipeline – Add form functionality on website pages to automatically create a lead for sales follow-up on form submissions.

*Advanced Analytics – Add dashboard functionality to quickly view key business statistics and filtering based upon specific periods of time.

*Export Functionality – Add the ability to Export prospect search results, bookmarks and leads business information to csv format.

More Leads CRM Information

Screenshots

  • Leads Dashboard
  • Add a Lead
  • Basic Company Analytics
  • Add-ons Page
  • Audit Log for Leads
  • Settings

Installation

  1. Upload Leads CRM WordPress WooCommerce to the /wp-content/plugins/ directory
  2. Activate the plugin through the Plugins menu in WordPress
  3. Now select Leads from the menu
  4. If you have any issues contact. https://bizswoop.com/support/

FAQ

Is the Leads CRM Plugin Free?

Yes, the Leads CRM has full functionality for adding and managing leads. We think it’s important to allow small businesses a solution with full functionality for free. If you need more features and functionality, we offer Pro Paid add-ons at Leads CRM WordPress WooCommerce

Do I have a limitation on the number of leads I can add?

No, you can add an unlimited number of leads

Contributors & Developers

“Leads CRM for WordPress WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2.0

* First version released for Leads for WordPress WooCommerce.