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WP-CRM System – Manage Clients and Projects

By Mario Peshev

Customer Management / CRM & Customer Database

Reviewed by Abdul Hameid

Trusted WordPress expert with 20+ years of experience evaluating plugins for the WP ecosystem.

WP-CRM System – Manage Clients and Projects Review - In-Depth Analysis

WP-CRM System is a comprehensive WordPress CRM designed to manage clients, projects, and tasks efficiently. It offers unlimited records and user access, making it ideal for businesses of any size.

Performance Overview

WPS Score

6.92/10

User Rating

3.9/5 (based on 15+ reviews)

Active Installations

700+

Update Frequency

Very Good It is calculated using the weighted average of same category plugins.

Security Score

5.1 / 10 (Medium Risk) It is calculated using the weighted average of all versions.

What It Does

WP-CRM System is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the CRM data they need to drive business.

More than a CRM, WP-CRM System allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Easily import contacts and other records from your old CRM with our easy to use CSV uploader. Get email updates whenever a project or task you are assigned to is created or edited. Never miss a thing!

Quickly create new contacts from existing users on your site with just one click. The plugin will take existing information from the user's account and add it to the new contact in WP-CRM System.

WP-CRM System has optional features which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance.

There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System. These include integrations with Zapier, WooCommerce, Easy Digital Downloads, and more.

If you have a suggestion for a new feature, we want to hear about it! Documentation for WP-CRM System and extensions can be found on our website.

Comparing to Alternatives

WP-CRM System offers a solid CRM solution with several direct competitors in the WordPress ecosystem. These alternatives provide various features that may better suit different user needs.

Top alternatives

Strengths

Responsive and helpful customer support with quick updates.
Customizable and fairly easy to use and extend.
Capable of managing large membership databases effectively.
Allows white labeling and custom coding for client-specific needs.

Weaknesses

History of multiple medium to high severity security vulnerabilities.
Some users report poor UI and functionality issues.
Refund and billing communication problems reported by some users.
Certain desired features may be missing or require custom development.

User Sentiment Analysis

With a 3.9 out of 5 rating from 15 reviews, the plugin has a majority of positive feedback but also notable negative experiences, especially regarding support and usability issues.

Positive highlights

"Fantastic plugin with very good support" – Andrew Eastman
"Customer support is so prompt and helpful" – jeffreydavisjr
"Absolutely phenomenal customer support" – virtualbird
"Easy to use and fairly easy to customize" – jeffreydavisjr

Common complaints

Lack of response and no refund after cancellation.
Poor user interface and failure to retain dates.

Weaknesses

Security vulnerabilities with medium to high risk scores.
Issues with billing and subscription management.
Some users find the UI unintuitive or buggy.
Delayed or absent customer communication in some cases.

Who Should Use This?

Best for

Users who need a customizable CRM system with strong customer support and are comfortable with occasional custom coding to extend functionality.

Not ideal for

Those who prioritize a flawless user interface, require guaranteed refund policies, or are concerned about past security vulnerabilities should consider other options.

Pricing & Value

Free version includes

The free version offers core CRM functionalities suitable for managing clients and projects with basic customization options.

Pro version

The premium version includes advanced features, enhanced customization, priority support, and additional integrations to extend CRM capabilities.

Final Verdict

WP-CRM System is a capable and customizable CRM plugin with strong customer support and a solid feature set, making it a good choice for users who need flexibility and are comfortable with some technical customization. However, its history of security vulnerabilities and reported issues with billing and UI may be concerns for some users.

Potential users should weigh the benefits of its responsive support and customization against the risks of past security issues and mixed user experiences. Exploring alternatives like Groundhogg, Jetpack CRM, or HubSpot may be advisable depending on specific needs and priorities.

Other Notable Features

Here are a few other notable features of this free WP-CRM System – Manage Clients and Projects plugin.

CRM

WordPress CRM

Free CRM for WordPress

Screenshots

FAQ

Many other CRM’s are hosted on the CRM company’s servers, which requires you to maintain an active subscription in order to access YOUR data. WP-CRM System – Manage Clients and Projects gives you control over your data by keeping it all contained on your WordPress CRM website. You own it all and no one can ever keep you from it – just like it should be. There are no expensive contracts required in order for you to access your customer’s information.