CRM Tools
Why You Need A Contact Manager
Are your contact lists mostly in your Gmail, divided (and duplicated) between two groups that you’ve been telling yourself you should unravel for two years? Or maybe they’re in an Excel document, and every time you hear the words “segmentation of email groups” you want to groan or hide under your desk, feeling you must…
Read MoreThe Top WordPress CRMs Reviewed: UpiCRM
So, here we go again with another peek into the backend of a CRM mentioned by leading WordPress blogger WPBeginner. This time UpiCRM, a totally free WordPress plugin, gets the spotlight. Summary of UpiCRM System The stated main purpose of UpiCRM is collecting leads and assigning them to the appropriate parties for orderly management. This…
Read MoreHow Do You Manage Your Contacts?
In a recent article written for ZDNet by David Gewirtz, the user said the two things he couldn’t stand about CRMs boiled down to this: They required too many fields when entering a new contact, which made it difficult to create new contacts quickly and easily. Nobody would want a new task list or activity…
Read MoreThe Top WordPress CRMs Reviewed: WP-CRM by Usability Dynamics
Note 1 year after original publication of this article: Usability Dynamics creator has left a comment below about their now-free premium add-ons. It’s been a little while since I published my last review, due to health issues. But this excitement of comparing and contrasting CRMs has been on my mind! And today it’s my privilege to…
Read MoreThe Top WordPress CRMs Reviewed: WP-CRM System
I’m pretty excited right now, reviewing these CRMs. I think there’s so much out there, and as I mentioned before, we really aren’t a one-size-fits-all society. That’s why I think there’s so much value in experimenting with these tools and condensing the features into a summary for our audience. I think it will give you…
Read MoreThe Top WordPress CRMs Reviewed: Presspoint CRM
I’m excited to share my first review of the top WordPress CRMs! First up is Presspoint CRM but first… [editor’s update: This review was written about Presspoint (2.1), which was replaced by version 3.0 in 2016. The most recent and updated version of Presspoint is available at PresspointCRM.com.] Why Do I Care? I received an email…
Read MoreHave You Seen UkuuPeople CRM in the WordPress Community Spotlight?
You won’t get anywhere by spamming the entire WordPress community to promote your plugin, he tweeted to me. I stared at my screen, my heart stuck in my throat, my face bright red. Brand new to the WordPress community, brand new to marketing, and brand new to joining a startup, I was sure I had…
Read MoreSo yeah… We tried Relate IQ from Salesforce
Updated August 2016 Our team has been on the lookout for CRM tools that are similar to UkuuPeople. Our goal is to have our team members, that have had no input into the UkuuPeople development or design process, try UkuuPeople alongside another similarly targeted tool and give us their honest feedback on the pros and…
Read MoreThe Most Significant Feature Enhancement of the Give Donations Plugin Just Dropped
Have you ever used a product that you thought was awesome — one you thought couldn’t be any better — and then the creators of that product released a feature that took it from awesome to mind-blowing? For me, this is what the WordImpress team did with the Give plugin. Today, they just released the…
Read MoreThe UkuuPeople CRM for WordPress is even simpler in version 1.5.0
If you’ve been using UkuuPeople over the last two months since we announced its debut on the WordPress plugin repository, you’ll be really excited to meet the latest release, 1.5.0. We’ve been putting a ton of work into rethinking the workflows and UX. There were definitely some things that weren’t polished in the way users moved…
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