1. This site uses cookies. By continuing to use this site, you are agreeing to our use of cookies. Learn More.

Customer Relation Management and Membership sites

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

  1. cnick79

    cnick79 Jr. VIP Jr. VIP

    Joined:
    Jun 10, 2010
    Messages:
    689
    Likes Received:
    369
    Location:
    Google's SandBox
    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?