Will Your CRM Be GDPR Compliant?

WP-CRM System GDPR Compliant

There has been a lot of talk about GDPR, or the General Data Protection Regulation, recently. Businesses outside of Europe are scrambling a little because many assumed GDPR didn’t apply to them, or that they had plenty of time to become compliant. The EU didn’t spring GDPR on us though. It was adopted in April…

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Create Tasks From GitHub Issues in WP-CRM System

Connect WP-CRM System to GitHub with Zapier

Allowing users to open issues with your software directly in your GitHub account can be a great asset for improving your software. However, some GitHub issues may require internal discussion and tracking outside of a public repository. By using our Zapier Connect Add-on to automatically move those issues into WP-CRM, you can help your customers…

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Remote Workers Best Practices

Remote Workers Best Practices

“It’s not always that we need to do more but rather that we need to focus on less.” ― Nathan W. Morris Remote Workers Best Practices Who hasn’t wanted to get more done in less time? It seems like all throughout human history we’ve tried to make life a little easier for ourselves. Movable type…

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Do More With Zapier Connect and WP-CRM System

Zapier Connect for WP-CRM System

Over the last few months we’ve started receiving requests from customers to include WP-CRM System integrations with several other third party apps. We were excited about the opportunities that existed with these apps, but also were overwhelmed by the challenge we’d face of building and maintaining all of these new integrations. We decided to introduce…

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Update to Gravity Forms Connect Extension 3.2

Landing pages aren’t complete without the ability to send information to your CRM. That’s why we made our Gravity Forms Connect extension powerful enough to create any type of WP-CRM System record, including contacts, on the fly. An even more powerful feature is the ability to tag your new contacts based on their interests. This…

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Plan For Disasters In Your Business: Think Like A Soldier

Plan For Disasters Like A Soldier

Over the last few weeks, the United States was hit by Hurricanes Harvey and Irma, both of which caused terrible destruction. After seeing the aftermath of these storms being described as a “war zone“, it got me thinking about how businesses can plan for disasters like this. The “war zone” description of the affected areas also…

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MailChimp Sync 3.0 Update

Today we’ve released a long overdue update to our MailChimp Sync extension, which enables multiple lists and custom fields. Multiple Lists If your business has multiple lists in your MailChimp account, you probably want to be able to specify which list a contact gets added to. Previously, our MailChimp Sync extension only supported syncing to…

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Gravity Forms Connect Update

We’re happy to announce an update to the Gravity Forms Connect extension. This update will let users map their form fields to custom fields created in our Custom Fields extension. To do this: Install and activate the Custom Fields extension. Next, create custom fields by going to the WP-CRM System > Dashboard > Custom Fields…

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Small Business Automation

Small Business Automation

As a small business owner or freelancer, one of your most valuable assets is your time. Unfortunately, your time is a limited resource, so it only makes sense that you would make the most of the time you have. We want to do it all, but what if we didn’t have to? What if some…

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Build a Productive Virtual Team

Productive virtual team

Virtual teams are being created in many industries. These teams can be distributed across town, across the country, or even around the world. This presents some great opportunities to bring on team members no matter where in the world they live. It also presents a major challenge when trying to make a productive virtual team.…

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Follow Your Passion: Build a Business on Something You Love

Build a Business on Something You Love

I recently read an article on Entrepreneur.com titled Don’t Follow Your Passion: 4 Reasons Why Making a Business Out of Something You Love Is a Mistake. I really encourage you to read that article as well. While the article had a lot of good points, which should be carefully considered before following your passion, I disagree with…

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Connect to WooCommerce and Easy Digital Downloads

We’re excited to announce our two latest plugins available for WP-CRM System – WooCommerce Connect and Easy Digital Downloads Connect. Both plugins offer you the ability to view your contact’s order history directly from the contact’s record page. This gives you some great insight into what your contacts have been purchasing, and how frequently they…

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Ways to Use Storytelling to Build Your Brand

Use Storytelling to build your brand

Consumers are bombarded by advertising messages these days. Daily reminders to buy something appears on their smartphones, televisions, stuffed under their windshield wipers, blasted over social media, and in the mail. As a society, our senses have become dulled to advertisements like this. We will go out of our way to avoid being “sold to”. In…

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Version 2.1

We’re excited to announce the release of WP-CRM System version 2.1. Oh, did you notice our new logo? Here’s what you can expect from the latest update: New Calendar One of the features we were seriously lacking on was a calendar to show an overview of upcoming “to-do’s”. Now everyone’s dashboard page will feature a…

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