Zero BS CRM Feature List

Zero BS CRM is a full CRM which is operated from within your WordPress Admin area. There's no need to login to 3rd Party services. Everything is within your admin dashboard. Use ZBS CRM to

Manage your Leads and Customers
Send and Manage Quotes
Send and Manage Invoices
Manage Transactions
Generate Leads with lead forms
Send targeted Email Campaigns

Unlike other WordPress CRM's out there, we DO NOT require you to create a new WordPress user for each customer in your CRM. Manage your Leads and Customers without bloating your WP Users table (and without giving your customers admin panel access).

Got a team?

No problem. Other CRMs out there either require you to 'pay for their seat, per month' or requite that you allow them to be WordPress Admin Level. ZBS CRM gives you CRM only team roles which simplify the use of your CRM and only gives your team access to what they need (and not everything).

B2B Mode?

If you deal with contacts at Companies, Zero BS CRM has a Business to Business mode where you can create Companies, then group your contacts under a Company. This helps group your CRM and you can see who sits under any company easily. No more searching your whole Contact list.

Zero BS CRM Full Feature Comparison

We've compared all the features of Zero BS CRM and put them into this handy comparison table. We've compared the CRM to the top CRM's currently available for WordPress.

WP-CRM WP-Invoice UPiCRM
Hosting
Self Hosted
Stand Alone CRM
Simple to use
Welcome Wizard
Welcome Page
Modularised Features
Data Tools
Import CSV
Export CSV
Team CRM
Overall Admin
Custom Team Roles
Custom Roles for Customers
B2B Mode
Enable B2B Mode
Create Companies
Assign Contacts to Companies
Customers
Default Fields (Name, Address, etc)
Add Custom Fields
Customer Tags
Customer Search
Standalone CRM Customers
Add/Edit Statuses (Lead, Customer, etc)
Delete Default Fields
Quotes
Quotes for Customers
Quote Acceptance
Quote to Invoice
Invoices
Itemised Invoices
Download Invoice as PDF
Email Invoice as HTML
Partial Payment
Invoice Templates
Power Tools (Export)
Pay online with PayPal
Pay online with Stripe
Recurring Invoices
Additional Payment Gateways
Client Portal
Allow clients to access their own area
Transactions
Assign Transaction to Invoices
Log Incoming Transactions
Transaction Tags
Log Outgoing Transactions
Lead Generation and Management
Lead Generation Forms
Conversion rate tracking
Gravity Forms Integration
Lead Automations
Reporting
Individual Customer Activity Log
Summary Dashboard
Sales Reports
Growth Reports
Average Revenue Per Customer
New Customers Per Period
Email Options
Email a contact directly
Send Targeted Emails
Send Group Emails
Emails sent individually (not bulk 'to')
API
Connect other services to the CRM
Integrations
Zapier Integration (connect hundreds of apps)
Mobile Ready
Responsive
iPhone App
Android App
Translation Ready
Use the CRM in your own language
Extensions
Cost of all extensions $199 $423 $465* n/a
*WP-CRM and WP-INVOICE are from the same Company, but they split out the CRM and 'Invoicing' side of Customer/Client Relationship management. For a valid comparison of add on cost for all extensions extensions costs have been combined

Questions? See our FAQ or Contact Us

Freelancer Bundle

$99 $199

Per Year*
Access to our 3 top Extensions
(Invoicing Pro, Gravity Forms, Mail Campaigns)
Access to your choice of Sync
Basic Support
Single Site License
12 Months Support & Updates
MOST
POPULAR

Entrepreneur's Bundle

$199 $397

Per Year*
Access to All Extensions
Access to New Extensions
Priority Support
Single Site License
12 Months Support & Updates

Reseller Bundle

$499 $999

Per Year*
Access to All Extensions
Access to New Extensions
Priority Support
Multi Site License & Rebranding Platform
12 Months Support & Updates