How to set CRM on your WordPress ERP system

WP ERP is the first full-fledged ERP (Enterprise Resource Planning) system through which you can simultaneously manage your WordPress site and business from a single platform.

WP ERP’s free version has all the important features you need to manage the basics of your business.

WP ERP has 3 core modules: HR, CRM, and Accounting, which together make a complete ERP system for any type of business.

With the WPERP CRM module, the process of converting leads to customers is much easier, organized, and seamless.
Free features of WPERP CRM module:
Contacts with life stages to prioritize service
Create contact groups
Make notes for each customer
Activity logs show all dealings.
Schedule meetings & calls directly
Create company profiles
Filter contacts using keywords or attributes
Saved search filters & conditions
Assign contacts & tasks to the right agents
CRM activity report including customers & business growth

in this tutorial, you can easily understand how easily you can set your CRM in your WPERP.

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CRM:

CRM Extensions:

WPERP PRO:

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Can this WP ERP CRM import & export both customers and companies information? Thanks.