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Customer Relation Management and Membership sites

Discussion in 'Membership Sites' started by cnick79, Nov 11, 2015.

  1. cnick79

    cnick79 Jr. VIP Jr. VIP

    Jun 10, 2010
    Likes Received:
    Does anyone use CRM software with their WordPress website? I'm looking for a CRM plugin that could also integrate with a member site plugin. The flow goes as follows, a website visitor enters information in a contact form, that form creates an entry into the CRM software, that lead converts to a customer and the customer now has access to the member site. I can see there being a need for the site owner to "flag" or "switch" the CRM lead to a customer and generates a member account.

    So far, WPCRM at codecanyon seems promising. Zoho seems to offer a free version for small teams and has a WP plugin for contact form integration.

    Does anyone have any CRM experience/use with WordPress?