--- title: WPCRM Reviews meta_title: 'WPCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how WPCRM works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 15 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # WPCRM Reviews **Vendor:** WebPresented **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 15 ## About WPCRM WebPresented offers a cloud based or on premise CRM solution called WPCRM. WPCRM is a cost effective, vertically integrated CRM for the wholesale distribution and manufacturing markets. Built from an ERP-integration perspective, WPCRM provides; data for smarter decision making, mobile quoting, mobile access to product pricing and inventory, customer orders and buying history and marketing campaign analytics. WPCRM will drive sales activity and new revenue! ## WPCRM Pros & Cons **What users like:** - Users value the **seamless integration** of WPCRM with enterprise systems, enhancing efficiency and communication in their workflows. (2 reviews) - Users value the **effective customer support** of WPCRM, enhancing communication and efficiency for their specific wholesaling needs. (1 reviews) - Users find WPCRM **incredibly user-friendly** , allowing easy access via tablets and mobiles for on-ground staff. (1 reviews) - Users appreciate the **easy access** of WPCRM, allowing on-ground staff to utilize it via tablets and mobiles. (1 reviews) - Users value the **easy implementation** of WPCRM, seamlessly aligning with industry needs without custom coding or workarounds. (1 reviews) - Feature Richness (1 reviews) - Users value the **seamless integration** of WPCRM with ERP solutions, enhancing their operational efficiency and productivity. (1 reviews) - Intuitive Interface (1 reviews) - Lead Management (1 reviews) - Users find WPCRM's **user-friendly interface** enhances collaboration and accessibility, making it ideal for all team members. (1 reviews) **What users dislike:** - Users find the **learning curve steep** for creating reports in WPCRM, requiring training to navigate the interface. (1 reviews) - Users express frustration over **limited customization** options in WPCRM, hindering tailored solutions for their needs. (1 reviews) - Users find the **reporting features lacking** due to their complexity and unintuitive interface, hindering effective data management. (1 reviews) - Users find the **reporting process not intuitive** , requiring training and effort to create effective dashboards and export data. (1 reviews) - Users find the **reporting interface not user-friendly** , requiring training and making report building a cumbersome process. (1 reviews) - New users find the platform's data overwhelming, making **proper filtering and usage challenging** in their initial experience. (1 reviews) ## WPCRM Reviews ### 1. Streamlined Global Project Management with WPCRM **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandros P. | International Project Coordinator, International Affairs, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about WPCRM?** I really appreciate WPCRM's intuitive contact categorization and filtering system. It allows us to create custom tags and groups, saving significant time compared to manual sorting. The user-friendly layout means every team member can use it without extra training. The built-in follow-up reminders and project timeline tracking are incredibly practical for managing international projects across time zones. Strong GDPR-compliant access control is a top advantage for us, allowing role-based permissions that give us confidence in managing sensitive data. I also like the simple embedded note and record function, which lets me add detailed notes directly to contact or project pages, making later analysis and reporting much easier. Additionally, the simple import and export function for contact and project data is a huge time-saver. We can import bulk lists without complicated formatting, and exporting files is quick and easy. This feature is perfect when compiling participant rosters for surveys. **What do you dislike about WPCRM?** First, it lacks advanced multi-language support. We collaborate with partners and survey participants across many European and global regions who use different native languages. The system’s interface and built-in field labels are only available in a single language, and it does not support auto-translation for contact notes or project logs, which adds extra work and slows down information review. Second, its bulk editing capabilities are quite basic. We often need to update status labels, tags or custom fields for dozens of contacts at once. Right now, we can only edit entries one by one, as the tool does not support batch modification in large quantities. This repetitive manual work becomes time-consuming when handling hundreds of global contacts for large-scale cross-border surveys. **What problems is WPCRM solving and how is that benefiting you?** WPCRM streamlines global contact management, tracks project progress, and improves targeted outreach. It resolves disorganized contact storage, unclear tracking, GDPR compliance, fragmented records, and inefficient communications, enhancing our efficiency in managing international survey projects. ### 2. Efficient CRM for B2B Sales, Needs UI Modernization **Rating:** 3.5/5.0 stars **Reviewed by:** Nana N. | Account Executive, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about WPCRM?** I value WPCRM's stability and its focus on practical B2B sales needs. It reliably handles contact and account management, which saves our team time and reduces errors. I enjoy the automation of routine reminders and the smooth integration with our existing email and communication tools. This setup allows our team to work efficiently without unnecessary complexity while providing clear overviews for sales forecasting and team coordination. The centralized system for customer data significantly reduces our administrative effort, minimizes errors, and helps us maintain consistent, compliant processes that are critical to our sales operations. **What do you dislike about WPCRM?** There are areas where we see room for improvement. The user interface can feel a bit outdated at times, and some custom reporting functions require more effort to set up than expected. Deeper integration options with common European business tools would also further streamline our daily work. **What problems is WPCRM solving and how is that benefiting you?** WPCRM centralizes our customer data, reducing scattered information and administrative effort. It enhances our sales workflow visibility, saving time and minimizing errors, while supporting compliance needs. Its stability and integration with existing tools improve follow-up speed and team coordination. ### 3. Tailored for Distribution, Needs Better Report Tools **Rating:** 3.5/5.0 stars **Reviewed by:** Emery S. | Client & Project Coordinator, Media Production, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about WPCRM?** I really like that WPCRM is an industry-specific CRM, designed with wholesale and distribution in mind. It understands our needs with delivery routes, credit terms, inventory, pricing tiers, dealer relationships, and repeat ordering, without needing any awkward workarounds or custom coding—it just speaks our language. The AI insights, called Plaimaker, are really helpful because they actually drive sales by telling us which customers to contact, who's ready to reorder, what to upsell, and which accounts might be at risk. I also appreciate the strong field sales support and mobile app, which lets our outside reps pull up full customer history, log visits, submit quotes, and check inventory right from the road, eliminating the need for paper notes and ensuring no more delayed updates or lost information. **What do you dislike about WPCRM?** Reporting is powerful but not user-friendly. You can get deep distribution-specific reports, but building them is not intuitive. It takes training to create custom dashboards, and exporting clean data for leadership can be messy. A drag-and-drop report builder is missing entirely. Right now, you have to select fields, filters, and layouts from long dropdowns in a rigid, form-like interface. Adding a simple visual, drag-and-drop report builder would make it easier and faster to create sales, customer, and product reports. **What problems is WPCRM solving and how is that benefiting you?** WPCRM eliminates siloed data and manual processes by providing a single source of truth for accounts and orders. It offers clear visibility into our sales pipeline, helps reps update from the field, and uses AI to identify buying behavior and sales opportunities. ### 4. The tool is really helpful to manage the customer data and store their information. **Rating:** 4.0/5.0 stars **Reviewed by:** Ashish J. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2024 **What do you like best about WPCRM?** The platform is amazingly user friendly and it can even be accessed with tablets or mobiles, which enables onground staff to use it. **What do you dislike about WPCRM?** 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. **What problems is WPCRM solving and how is that benefiting you?** It really helps to get all the user data, be it in the past or present or prospect be collected at a single place which can streamline the usage. ### 5. Simple, effective CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Madhumitha D. | Product Marketing Specialist (Enablement), Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2022 **What do you like best about WPCRM?** 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. **What do you dislike about WPCRM?** 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. **What problems is WPCRM solving and how is that benefiting you?** 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. ### 6. WPCRM-A Beautiful Wordpress Content Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about WPCRM?** Easy Simplified dashboard , Pretty Neat UI and seamless integration with other apps, simple process to easily track all leads. **What do you dislike about WPCRM?** 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. **Recommendations to others considering WPCRM:** If it suits your buiseness model,go for it. **What problems is WPCRM solving and how is that benefiting you?** 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. ### 7. Check this out! New way to handle your day to day using WPCRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2020 **What do you like best about WPCRM?** Keep track of contacts and appointments. **What do you dislike about WPCRM?** No downside. Once you put in the information it's easy to go to once it's all set up. **Recommendations to others considering WPCRM:** Great tool to use to keep customer information updated. **What problems is WPCRM solving and how is that benefiting you?** All my information is in one place for each customer. ## WPCRM Discussions - [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include-603f6f9f-bf34-450a-bea4-91f1eb7418ae) - [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include) - [What are the main functions of a CRM?](https://www.g2.com/discussions/what-are-the-main-functions-of-a-crm) - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/what-are-the-3-main-elements-of-crm-software) - [What are common features of CRM software?](https://www.g2.com/discussions/what-are-common-features-of-crm-software) - [View WPCRM pricing details and edition comparison](https://www.g2.com/products/wpcrm/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+20%3A57%3A50+-0500&secure%5Bsession_id%5D=f015b3ee-59b3-4afe-8d9e-387961f60993&secure%5Btoken%5D=1b81b6da0c3fb69f1882534fbf439011cf903c594b3bae6bb62c1ef282f13930&format=llm_user) ## WPCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top WPCRM Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,842 reviews)