WPCRM Reviews & Product Details

It's a customer relationship management (CRM) platform designed to integrate seamlessly with enterprise systems, particularly enterprise resource planning (ERP) solutions. It is tailored for manufacturers, distributors, and sales-driven organizations, offering features such as mobile quoting, customer order tracking, and marketing campaign Review collected by and hosted on G2.com.

WPCRM doesn't presents too much différencies with others. Review collected by and hosted on G2.com.

The platform is amazingly user friendly and it can even be accessed with tablets or mobiles, which enables onground staff to use it. Review collected by and hosted on G2.com.

The usage of platform can be overwhelming with the data, so understanding to properly filter them out and use as per need can be difficult for new users. Review collected by and hosted on G2.com.

It's a user friendly interface for new and exprienced users.

It ensures all the team to be on same page through Collaboration Tool.

It allows us to customize workflow easily to meet our needs. Review collected by and hosted on G2.com.

The speed and some functions of mobile app of mobile app can be improved.

I experienced some challanges integrating Taskmaster Pro with other software we use, however that was handled by their team. Review collected by and hosted on G2.com.

Their CRM helps keep track of leads and different event lists, easy to create/ add a contact or convert it into opportunity. Help tracks all the account activity and be up on the latest trends Review collected by and hosted on G2.com.

Used it in the past, have not had a chance to use it for my current org. Review collected by and hosted on G2.com.

Centralises Customer Data

Improves customer engagement

Seamless integration Review collected by and hosted on G2.com.

Limited customisation

Security Concerns for some plugins Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy Simplified dashboard , Pretty Neat UI and seamless integration with other apps, simple process to easily track all leads. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Keep track of contacts and appointments. Review collected by and hosted on G2.com.

No downside. Once you put in the information it's easy to go to once it's all set up. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.