Client Portal – Private user pages and login vs Jetpack CRM – Clients, Leads, Invoices, Billing,

The WordPress Client Portal plugin creates private pages for each user. The content for that page is accessible on the frontend only by the owner of the page after he has logged in. The plugin doesn’t offer a login or registration form and it gives you the possibility to use a plugin of your choice. The [client-portal] shortcode can be added to any page and when the logged in user will access that page he will be redirected to its private page. For login and registration of users we recommend the free Profile Builder plugin. You can then use the [wppb-login] shortcode in the same page as the [client-portal] shortcode.

Did you know entrepreneurs earn more money with a good CRM? Jetpack CRM is the no-nonsense CRM for WordPress. Easily make more profit and have happier business interactions every single day. 🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features 📈 Jetpack CRM Benefits: Simple & Practical: Useful features that impress customers Fully ‘yours’: Install it on your WordPress. You hold the keys Free: No giant monthly fees. Good value extensions are optional See all CRM Features 🤵 Who’s already using Jetpack CRM? Thousands of entrepreneurs use Jetpack CRM every day. We’ve noticed a common trend to the following use cases: eCommerce sites (the best WooCommerce CRM, with integrations for PayPal and Stripe) Agencies & Pro Freelancers Start-up & Non-profit Local business & small teams (from personal trainers to yoga academies!) Because Jetpack CRM is so adaptable & extendable, there are many individuals who don’t fit these groups, but find innovative ways to use our CRM to manage their contacts. 🧰 What is Jetpack CRM good at? Jetpack CRM is designed to be straight forward and impactful, but that doesn’t mean it’s not flexible. Here are some things Jetpack CRM works well as: An invoice plugin for WordPress and WooCommerce. A client manager for WordPress, with a Client Portal for contacts to view quotes, invoices, transactions, and files. A lead generation tool for WordPress. A plugin to make quotes and contact proposals right in WordPress. A billing system for WordPress. Jetpack CRM can be connected to Stripe and PayPal via extensions and work as a payment gateway. A plugin to manage your business transactions and payments in WordPress. You can use it as a CRM for WooCommerce, tracking orders and automatically syncing payment transactions. 🚲 How to get started (Try out this CRM) From reading this to understanding Jetpack CRM will probably take you 10 minutes. Familiar with WordPress? You’ll be set up in under 5 minutes. The Jetpack CRM plugin installs in seconds, with a super-quick welcome wizard to get you started. Adding a contact is straightforward. Creating a quote, or invoice: even simpler. Give it a go, you’ll see! Easy CRMs get used. Easy CRMs make your contact data work for you. We aim to make this easy, so you can get on with running your business. Need a helping hand? No worries. Just ask here. 💸 Manage your business effectively Keep your business information in order. Make proposals and send them to your contacts as quotes. Make and send invoices to your clients and get paid through the client portal. Our billing system will allow you to track transactions and payments that your clients make for your products and services (simple, effective accounting). Supercharging Jetpack CRM with optional extensions We’ve built a few extras for Jetpack CRM, but they’re mostly offering functionality outside the core CRM, so we’ve separated them into individual extensions. These all have a supercharging effect on your CRM, but none are essential. Here’s a selection: CRM Sales Dashboard Automations Mail Campaigns CSV Importer Pro Advanced Segments Client Portal Pro Invoicing Pro Gravity Forms (Contact forms) Contact Form 7 (Contact forms) AWeber (Email marketing) ConvertKit (Email marketing) PayPal Sync Twilio (for SMS Sending) 👉 View all of the CRM Extensions 🥼 Try Jetpack CRM Today! Download our WordPress CRM plugin from this page, or visit the JetpackCRM.com download page. 🗺️ Jetpack CRM Customer Relationship Manager Features Below we’ve highlighted some of the main features of the CRM: ⚙️ Core Features Contact Management: Add and manage Leads, Customers, or other Contacts Quote Builder: Write & Deliver stunning online proposals to clients Invoice Builder: Easily and quickly bill clients and get paid with online billing Transaction Manager: Log payments and refunds against contacts Client Portal: Allow contacts to view proposals, invoices, and files on your website Front-end Forms: Collect leads from your posts, pages, or widgets, straight into your CRM Task Scheduler: Schedule and manage a calendar against contacts and companies Segments: Create dynamic segments which allow you to group contacts based on data in your CRM WooCommerce Sync: Sync customers, transactions, and invoices from WooCommerce Self-hosted: Because you run Jetpack CRM on your WordPress, you keep your data, always 🧑‍💼 Contact-Centric CRM Activity Log AKA & Aliases Attach Files Client Portal Dynamic Segments Social Integration Tags 📅 Easy to Manage, day-to-day Tag any object: Tag contacts, quotes, invoices, transactions, etc., to help manage lists Custom Fields: Add as many custom fields as you need for your business insights B2B (Business 2 Business) Mode: Add and manage companies and contacts at companies Built-in CSV Customer Importer: Import from a wide variety of sources with CSV files Super-easy Extensions Manager: Easily turn CRM features on or off CRM WordPress User Roles: Give your team the right access 🚀 Modern. Lean. Accessible International – Languages & Currencies: Translation-friendly DIY CRM 🇪🇺 Make sure you are GDPR compliant by knowing where your data is stored! 📈 Growing your small business Supports practical, everyday small business actions A great hub in your lead generation toolkit A growing set of extensions to grow your business by getting more clients 🏢 B2B Sales B2B Mode Companies Proposals 🧑‍💻 Developer Ready API Developer Guides Zapier 🧙 Easy Setup Welcome Wizard Welcome Tour Custom Fields System Email Mail Delivery 🛡️ Backed by Automattic Jetpack CRM is part of the Automattic family Superb as a WooCommerce CRM Consistent development and improvements 🏷️ White-Label CRM Rebranding Engine: Brand your CRM with your company name or a contacts (and logo!) WordPress Override mode Fully takeover WordPress and make Jetpack CRM a standalone CRM (optional) Branded login and disabled front-end make this resellable too! Select the menu style you like: Slimline, CRM only, or Full 🧾 CRM Audit system Automatically log contacts events like “new invoice” or “filled out web form” Keep a track of contacts calls or meetings See all contacts activity at-a-glance from the contacts record, (useful for accounting) NEW: Automations extension provides automatic actions on events! ➕ Too much more to mention here… PDF Invoicing, billing statements and more client tools Invoice builder with line items, hourly or item rates, email invoices and get paid via client portal! Tax Table management – assign multiple local/national taxes to Invoices or Transactions Quote Templates allow you to prepare proposal templates ahead of time Lead generation via a range of form support, including Contact form 7, Gravity forms, Jetpack Forms, and our own CRM forms module Email Marketing with Mail Campaigns Automatically sync WooCommerce data into your CRM! Import PayPal and Stripe data into your CRM (requires extension) Build Automations and slick workflows around clients and billing See all features 👔 SME, Small Business, & WordPress Entrepreneurs Built for business managers and bootstrapped entrepreneurs, Jetpack CRM is the perfect start-up tool to manage your business essentials. We’ve added just enough billing and accounting for freelancers and small teams, without getting lost in the potential feature bloat of full accounting and erp software. We didn’t add HR tools, but we do have user management. Customer Relationship Management is meant to make lead management easy. Start with a contact form builder and lead generation, track contacts through funnel analytics then use newsletters and email marketing to grow your profits by selling to contacts at companies. Jetpack CRM is the perfect first step to improving your small business. Try it for free! 📃 Privacy Policy For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here Jetpack CRM and the WordPress CRM When choosing between a SaaS CRM and a WordPress plugin-based CRM, we’re confident that after you’ve tried JPCRM for lead capture and lead management in your small business, you’ll see that it’s quite a natural fit. It’s logical to have your lead generation tools or contact form builder next to your CRM. Where better to optimise your funnel than by tracking results right in your WordPress CRM dashboard? Whether it’s as a WooCommerce CRM, a simple lead management and funnel tool, or the ultimate dashboard for your business manager, Jetpack CRM improves your business insights. 🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features