Zero BS CRM Update v1.5 – MASSIVE update

Wow, can you believe we are already up to version 1.5 already? We pushed the update to version 1.5 (from 1.2.6) out a couple of days ago. Version 1.5 is the pre-release for Version 2.0.

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Posted March 22, 2017

The Best CRM for Small Teams

Do you run a small team? Are you looking for a CRM but want to keep your costs down? Then look no further. Zero BS CRM is a FREE solution which runs on WordPress. This means you can be up and running with your very own CRM in matter of minutes. What’s even better? You can add unlimited team members, for no extra monthly cost.

Let’s take a look how small teams are benefitting from using Zero BS CRM (and how you can too)

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Posted November 30, 2016

What is a self hosted CRM anyway? Who cares?

Self hosting. It’s what Zero BS CRM runs on. But what does it mean? It’s really quite simple. Apologies if you already know the term but I wanted to write this post in case you haven’t come across the term. If you have come across the term, this post will still be useful as it will cover why we care (and why you should too).

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Posted November 29, 2016

Zero BS CRM Update v1.1.19 – Field Sorting, Status Check, Global Address Formatting and MORE

We are back again with another kick ass update. This update makes custom fields that bit easier to manage and understand. The new addition is totally powerful.

Custom Fields + Field Sort

“Custom Fields” has been something which is often overlooked in the ZBS CRM settings. Through using custom fields you can extend what data you store on your contacts or companies, as well as adding anything additional to the address fields, like shown below. Why is this useful?

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Posted October 27, 2016

Zero BS CRM Update v1.1.18 – Extensions Hub, PDF Invoicing, Part Payments and MORE

Hey, guess what! BOOM. Another update for ZeroBS CRM. This ones been a few weeks coming, but it’s worth the wait. PDF Invoicing, Typeahead customer lists, a fancy new Extensions Hub, Lead Source logging, and much, much more! If you’re new to ZBS this might seem like a big chunk of changes, and you’d be right! Lots of improvements, and just one of about 4 sprints we’ve already got lined up. Watch this space, ZBSCRM is becoming truly useful!

(To download the latest version from the WordPress.org ZeroBS CRM repository just hit download in the top right of this page, or update from your WordPress dashboard.)

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Posted October 11, 2016

Zero BS CRM Update v1.1.17 – Lead Generation Forms, Bulk Tools and Export Tools

We are back again. With another huge update bringing in some highly sought after features. The biggest of the bunch being a way to generate new leads in for your CRM with our amazingly simple and no BS lead generation forms

(To download the latest version from the WordPress.org ZBS CRM repository just hit download in the top right of this page, or update in WordPress.)

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Posted September 13, 2016

Zero BS CRM Update v1.1.16 – Itemised Invoicing & Auto-logging

Here we go! A big release today, we’ve got a fancy new invoicing system which lets you build itemised invoices and even email them out! We’ve also got several security fixes, improvements and another new feature: Auto-logging! (The beginning of our CRM Workflow plans)

(To download the latest version from the WordPress.org ZBS CRM repository just hit download in the top right of this page, or update in WordPress.)

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Posted August 30, 2016

Zero BS CRM Update v1.1.12 – Logging Activities

Another week and another CRM feature added to Zero BS. v1.1.12 now has activity logging!

(You can always grab the latest version from the WordPress.org ZBS CRM repository, always, just hit download in the top right of this page.)

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Posted August 2, 2016

Zero BS CRM Launch Competition Closed

We’ve now closed the ZBS launch competition, (where one lucky winner has won $1,000 worth of Zero BS CRM Extensions – the ZBS CRM Lifetime bundle) – we’re still waiting back for conformation from the winner, but they’ll be getting there awesome add-ons very soon, (we’ll share the winner here!)

For now, if you haven’t tried the plugin out, please go over to the WordPress.org Zero BS CRM page and download now (or use the button at the top right).

Follow us @zerobscrm so you don’t miss the next CRM giveaway!

Posted July 25, 2016

Why we don’t have a live demo

So, you’ve found out about Zero BS CRM and want to try out the demo, but wait, where’s the live demo of all the extensions? There’s isn’t one.  We’ve been toying with the idea of whether we should run a ‘live demo’ or not and decided not, for a whole raft of reasons.

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Posted July 9, 2016

How to self host your own CRM (Customer Relationship Manager)

We thought it would be super useful to write a short post on how to self host your own CRM. We hope that most of you have used WordPress and know how to get it installed and up and running on your website. But if you haven’t and you’re new to WordPress and this self-hosting concept, read on.

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Posted July 4, 2016

Free CRM is free! NOT!

Free CRM is a CRM system that is Free to use… wait. Hang on. No it’s not free. It’s almost $25,000. So how can a free CRM get away with calling itself free when it’s not.  In this post we look at how Zero BS CRM kicks the pants off the ‘freeCRM’ read on my friend. Read on.

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Posted June 21, 2016

9+ Reasons why epicplugins.com needed its own CRM

In this post we look at the main reasons why  epicplugins.com needed its own Customer Relationship Management system. So, what are the reasons why epicplugins.com ended up using Zero BS CRM.

So, onto the reasons why epicplugins.com needed a CRM (written by Mike from Epic Plugins).

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Posted June 13, 2016