Sprout Clients – CRM and Lead Management

Description

Sprout Apps Family
Sprout Clients is a standalone Lead Management plugin and is complimentary to Sprout Invoices, another free business centric plugin from Sprout Apps.

Sprout Clients – Premium WordPress CRM & Lead Management Plugin

Our mission at Sprout Apps is to build a suite of apps (aka plugins) to help us all work more efficiently & provide complete control the WordPress way. Our latest Sprout Apps are Sprout Invoices and Help Scout Desk, with many more to come.

The future of Sprout Clients relies on happy customers supporting Sprout Apps by purchasing upgraded versions. If you like this free version of Sprout Clients please consider purchasing an upgrade.

Create Leads, Sprout Clients

Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relationships. Managing contacts and customers shouldn’t be a burden, and Sprout Clients wants to make the that entire process easier and less time consuming.

Scheduled Messaging

Write to your leads/clients now and have them delivered later. Meet someone new and want to follow-up in a couple weeks, now there’s no forgetting. Version 2.0

Engagements

Sometimes you meet your clients or create specific engagements. Sprout Clients wants to tie those engagements to your clients for reference and automation. Version 2.0

Relationship Building

The premise of “managing” your contacts is to build relationships. Sprout Clients wants to make the process of building those relationships easier and less time consuming.

Sprout App Integrations with Sprout Invoices

Regardless of this being a standalone app the integration compliments Sprout Invoices very well. Future integrations with Help Scout Desk, and more are planned.

Built the WordPress Way

Plenty of filters and actions allow you to hook into Sprout Clients and alter whatever you’d like or build some awesome features beyond what we have planed for the future.

Awesome Support

The results of our happiness report show people love our support, check it out on the Sprout Invoices page — we strive for happy!

Make sure to review the Sprout Clients features page for more detailed information. As well as the full featured demo.

Support

Priority support is provided with an upgraded version. All free support will provided in the forums.

Screenshots

  • Easy to use admin page that any WordPress user is familiar with. Modular meta boxes allows you to set your preferred layout. Need more meta? ACF is fully supported.
  • All types and status are filterable, even in combination with each other. Support for Advanced Posts Manager allows for saved more advanced functionality.
  • Updating statues of your leads needs to be easy, future automation is going to help tremendously, otherwise a couple clicks with AJAX saving is speedy.

Installation

  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

FAQ

Please visit [Sprout Apps](https://sproutapps.co/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org).

Reviews

Awesome Business Solutions

I have been searching forever for a system that does everything I wanted it to, but nothing has worked out. Until now! Sprout Apps in fantastic, and paired with projectpanorama and approveme it’s exactly what I wanted! Also, their support is AMAZING!

Small Business Life Saver!

I run a company that is just getting started. We started using Sprout Invoices a while back to streamline our workflow. I have been keeping my eye on Sprout Clients ever since as the Invoices app was done so well. As soon as the free version was available, I jumped on the change to give it a try and I am not disappointed! It integrates so well with Sprout Invoices which we were already using and with Panorama Projects which is something else we were already using. This was the much needed missing piece to our CRM workflow!

A 5-Star Review from the Developer

Sprout Clients is something that I’ve personally spent a lot of time on building and I really hope it helps out those small businesses and freelancers keep in touch with their clients, leads, and conference friends. Organization is one thing but not forgetting to send out that follow-up email is the best.

Read all 4 reviews

Contributors & Developers

“Sprout Clients – CRM and Lead Management” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2.1.3

  • FIX: ACF Compat issues
  • Update: Compat class

2.0.4

  • FIX: Compat issues

2.0

  • NEW: Engagements (paid version)
  • NEW: Messages (paid version)
  • NEW: Improved categorization
  • NEW: Free version