Email Marketing for WordPress with Jetpack Creative Mail Chimp etc

Email Marketing for WordPress with Jetpack Creative Mail Chimp etc

Role Mattrix

Task	Customer	Mail Manager	Transaction Manager	Invoice Manager	Quote Manager	Customer Manager	Admin
Create Contact	X	Y	Y	Y	Y	Y	Y
Edit Contact	X	Y	Y	Y	Y	Y	Y
Delete Contact	X	Y	Y	Y	Y	Y	Y
Create Company	X	Y	Y	Y	Y	Y	Y
Edit Company	X	Y	Y	Y	Y	Y	Y
Delete Company	X	Y	Y	Y	Y	Y	Y
Create Quote	X	Y	X	X	Y	Y	Y
Edit Quote	X	Y	X	X	Y	Y	Y
Delete Quote	X	Y	X	X	Y	Y	Y
Create Invoice	X	Y	X	Y	X	Y	Y
Edit Invoice	X	Y	X	Y	X	Y	Y
Delete Invoice	X	Y	X	Y	X	Y	Y
Create Transaction	X	Y	Y	X	X	Y	Y
Edit Transaction	X	Y	Y	X	X	Y	Y
Delete Transaction	X	Y	X	X	X	Y	Y
Task Scheduler	X	Y	Y	Y
Settings	X	X	X	X

Features

HOSTING
Self Hosted
Stand Alone CRM
SIMPLE TO USE
Welcome Wizard
Welcome Page
Modularised Features
CUSTOMERS
Default Fields (Name, Address, etc)
Add Custom Fields
Customer Tags
Customer Search
Standalone CRM Customers
Add/Edit Statuses (Lead, Customer, etc)
Delete Default Fields
Attach Files
Segment Contacts
Sync with PayPal, Stripe, WorldPay & More
QUOTES (PROPOSALS)
Quotes for Customers
Quote Templates
Online Quote Acceptance
Quote to Invoice
INVOICES
Itemised Invoices
Download Invoice as PDF
Email Invoice as HTML
Partial Payment
Invoice Templates
Power Tools (Export)
Pay online with PayPal
Pay online with Stripe
Recurring Invoices
Additional Payment Gateways
CLIENT PORTAL
Allow clients to access their own area
Accept Quotes via Client Portal
Pay Invoices via Client Portal
Share files with clients
TRANSACTIONS
Assign Transaction to Invoices
Log Incoming Transactions
Transaction Tags
Log Outgoing Transactions
DATA TOOLS
Import CSV
Export CSV
TEAM CRM
Overall Admin
Custom Team Roles
Custom Roles for Customers
B2B SALES
Enable B2B Mode
Create Companies
Assign Contacts to Companies
Assign Transactions to Companies
LEAD GENERATION AND MANAGEMENT
Lead Generation Forms
Conversion rate tracking
Gravity Forms Integration
Contact Form 7 Integration
Lead Automations
REPORTING
Individual Customer Activity Log
Summary Dashboard
Sales Reports
Growth Reports
Average Revenue Per Customer
New Customers Per Period
EMAIL OPTIONS
Email a contact directly
Send Targeted Emails
Send Group Emails (Mail Campaigns)
Emails sent individually (not bulk ‘to’)
Setup Custom SMTP Delivery Routes
Customisable Email Templates
Enable/Disable System Emails
Automatic Open Tracking
API & DEVELOPER SUPPORT
Connect other services to the CRM
API Connector Plugin
GitHub/Code Examples
INTEGRATIONS
Zapier Integration (connect hundreds of apps)
PayPal Integration
Stripe Integration
WooCommerce Integration
MOBILE READY
Responsive
iPhone App
Android App
MULTI-LANGUAGE, TRANSLATIONS, & LOCALISED
Use the CRM in your own language

CRM Extensions

• AKA Mode
• API
• Auto-log Events
• B2B Mode
• Click2Call
• Client Files
• Companies
• Contact Image Mode
• Contact Logs
• Contacts
• CSV Importer
• Custom Fields
• Dashboard
• Developer Ready
• DIY CRM
• Dynamic Segments
• Easy Pay
• eCommerce Ready
• Emails
• Forms
• Invoices
• Mail Delivery
• Mobile Ready
• Multi Language, Your Currency
• Multiple WooCommerce Stores
• Quick Filters
• Quotes
• Rebrandr
• Social Integrations
• System Emails
• Tags
• Tasks
• Tax Tables
• Team
• The easiest Client Portal for WordPress
• Tools
• Transactions
• Welcome Tour
• Welcome Wizard
• WooCommerce
• WordPress Override Mode
• Zapier