WPCRM Reviews

This is easy to use and gives you many options to customize to pull the data that is most important to you and your staff. The ease of entering data and notes while on the go is a huge plus as well. Quick glance at data sums up where you are and where you need to be. Targets are clear and concise.

This is a great product that fits our needs. If there is anything to be said negatively, it would be that the sales breakdown are not categorized good enough. This though, could be a user error when setting up.

This is a great program to have all your sales team use.

We have the ability to see what our sales staff is doing and customer contact information. This is most helpful to me. Knowing that contact was made with the customer and what was talked about helps me to target them for promotions in other areas that may be beneficial to them.

WPCRM has much of the same functionality of "top rated" leaders in this space but at a fraction of the cost. It is fully integrated into our ERP and our sales reps have actually thanked us for picking and implementing WPCRM. Features, functionality, ERP integration, ability to price and quote customers real time, ability to create pricing contracts within our ERP, ERP sales data, open order information, customer credit and payment information are all included. The price point is excellent for what you get in a CRM product. This is easily the best decision we've made as a company.

Not much. Custom modifications can take a little time as they need to allocate custom design work versus new client installations

Buy it!! It is a game changer and it is MUCH less expensive than other top solutions on the market

This is the first CRM product our sales reps actually like and WANT to use. Our reps all have access to our ERP via a laptop but they're finding it's easier to get informaiton within WPCRM rather than signing into the ERP. They can create professional looking customer quotes with real time pricing directly from WPCRM and they now have limited reasons to sign into our ERP. Many of the core CRM functions are being handled directly from their smart phones which reduces the need for them to sign into their laptops throughout the day.

It is very easy to use and integrates with our system so that everything flows together seamlessly. You can track prospects, new customer deals, vendor information and more all in one spot. It gives you analytical information on the deals you are working on as an entire company as well as drills down by territory and then individual reps.

Ours is not set up to see other rep leads nationally, so we cannot use it to see if someone else is working on the same prospect.

It allows managers to see what reps are working on their progress with each prospect or account deal. It shows which vendors and products are involved, next steps, appointments and the progress.

Wordpress is very popular even outside as a CRM for individuals, this gives the product the edge as no one needs an introduction to use it or learn it.

No complaints, except a few very small items, are difficult to know on your own without a lot of exploring, other than that all good.

We used WPCRM to host our blog site and it was easy to use and gave every content writer access and the ability to publish their blogs easily and also manage them.

Easy Simplified dashboard , Pretty Neat UI and seamless integration with other apps, simple process to easily track all leads.

It requires high maintenance and doesn't go with all type of business models, excess initial loading time when a high number of pages are running, sometimes have faced overload issues too.

If it suits your buiseness model,go for it.

It speeds up the sales conversion process , marketing and sales team can easily also alter the content which in turn speeds up the sales conversion process and website runs smoothly.

Keep track of contacts and appointments.

No downside. Once you put in the information it's easy to go to once it's all set up.

Great tool to use to keep customer information updated.

All my information is in one place for each customer.