Support » Plugin: Jetpack CRM - Clients, Invoices, Leads, & Billing for WordPress » Simple solution for an SME wanting to get organised

  • simonmonk

    (@simonmonk)


    This CRM is a brilliant plug-in option if you’re an SME wanting to get organised. If you start small, keep it simple and then add the features you need over time then you will be glad you chose this option. It’s not a ‘Salesforce’ solution, nor does it have that price tag to match, but it’s perfect for freelancers and SMEs who are looking to move from spreadsheets to an online option. The extensions are very powerful. My advice is you start small and build up your features over time. We now use it with Stripe, Zapier, Elementor and much more, and we have a stream of marketing automations working successfully with it… but we built it up over time. I’ve personally used Salesforce for many years within large enterprise environments. This is not that. It’s a much simpler solution – backed up by a fantastic team who have delivered excellent support. I highly recommend this product.

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