Read the article to know more about the Jetpack CRM for WordPress. At Bobcares, with our WordPress Support Service, we can handle your issues.

Jetpack CRM for WordPress

A customer relationship management (CRM) plugin made especially for WordPress websites is called Jetpack CRM. It facilitates users’ ability to track leads, handle client interactions, and arrange sales processes all from within their WordPress dashboard. The following are some important Jetpack CRM features:

1. Using Jetpack CRM, we can create and manage contacts on the WordPress website, including leads, customers, and prospects.

2. From the first point of contact to the deal’s closure, we can monitor deals and customers as they move through the sales funnel.

3. We may send and receive emails straight from the CRM interface thanks to the plugin’s link with email providers.

4. To make sure that sales activities are followed up on and completed on time, we can allocate tasks to team members, create tasks, and set reminders.

5. With the use of reporting and analytics tools from Jetpack CRM, we can monitor sales performance, examine client information, and come to wise business decisions.

6. With the customization possibilities provided by the plugin, we may adapt the CRM to the unique business needs and steps.

Setup Steps

1. Log in to the WordPress dashboard.

2. Go to “Plugins” > “Add New”.

3. Search for “Jetpack CRM”.

4. Click “Install Now” and then “Activate” the plugin.

5. After activation, the CRM will add a new menu item called “CRM” to the WordPress dashboard.

6. Go to “CRM” > “Settings” to configure basic settings.

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Conclusion

To sum up, our Support Team went over the details of Jetpack CRM for WordPress.