Theme Info & Details
Zero BS CRM is a Customer Relationship Management Plugin which runs on the WordPress CMS. It is hosted on WordPress.org and comes with extensions which enable you power up the CRM to be central to your business operations.
We have been freelancing for decades between us and run small businesses selling products online. There isn’t a simple CRM out there that gave us just what we needed. We were paying monthly for features we didn’t need. When it came to doing something unique – we couldn’t. The SaaS type offerings are closed source so we created Zero BS CRM.
Zero BS CRM is an Open Sourced piece of software running on WordPress as the CMS. It gives you everything you need to start managing your customer relationships. Keep everything in one place (customer records) and invoice your customers and collect payments (logging as transactions).
With either the Freelancer Bundler or the Small Business Bundle you get access to powerful extensions for a small yearly fee. The yearly renewal is optional and is to cover ongoing support and updates.
Start taking control of your business operations and grow your business by using a CRM to keep track of your valuable leads and customers. Sell them just what they want, when they want it most by learning from your existing customers interactions with your business.
- Manage Customers from your WordPress Dashboard
- Offer your customers a Client Portal Access
- Track Invoices you send to your Customers
- Track Transactions
- Generate new Leads using Lead Generation Forms
- Pay Invoices online using PayPal or Stripe
- Email segments of your Customers using Mail Campaigns
- Compatible with Gravity Forms
- See a BareMetrics style Sales Dashboard for your transactions