Jetpack CRM

Feb 22, 2021

Nurturing communication with clients is a key for a successful business. To have well-managed communication with clients or business partners, you need an appropriate tool. If you have a WordPress-powered by website, you can install Jetpack CRM as your communication management tool. Jetpack CRM is a CRM plugin developed by Automattic, the company behind popular WordPress products like WooCommerce, Gravatar, and so on. The major advantage of using Jatpack CRM rather than an online-based CRM tool like HubSpot is that you have a full control over the contacts you manage as they are stored on your own server.

Jetpack is especially a great tool to manage leads and convert into your customers. Also, you can use it manage communication with your existing customers. When adding a new contact, you can choose whether the contact you want to add is a new lead or an existing customer. Jetpack CRM also comes with a form builder which you can use to create a form to collect more leads. The built-in task scheduler of Jetpack CRM helps you to make sure to not miss any important task. With Jackpack CRM , you can directly send an invoice to your customers right from your WordPress dashboard. You can even accept payment via PayPal or credit card thanks to the Stripe integration. In addition, Jetpack CRM also comes with a built-in quote (proposal) manager to allow you to create and manage quotes to your leads. Here are they features offered by Jetpack CRM:

  • Contacts management
  • Task scheduler
  • Quotes management
  • Invoice management
  • Form builder
  • Analytics

Jetpack CRM November 2020 Update