Groundhogg vs Jetpack CRM – Clients, Leads, Invoices, Billing,

Groundhogg is the best WordPress CRM & Marketing Automation plugin. Create flows, email campaigns, and have a CRM all within your WordPress site. Groundhogg 4.0 is here! Groundhogg 4.0 introduces the Flow Editor which makes Groundhogg the most powerful marketing automation tool currently available for WordPress. Seriously, no other WordPress CRM comes close, we checked. Create beautiful flows that convert leads into customers! Your customers will thank you. Do your business a favor and switch to Groundhogg. Epic WordPress CRM, Email & Marketing Automation Businesses that switch to Groundhogg save on average $240/m on CRM fees. 👉 Official Site | 📃 Documentation | 🎓 Training 🌎 Facebook Group | 📺 YouTube Channel | Ⅹ (Twitter) 🚀 14-day demo! Try before you buy. 🏆 2020 Gold Stevie Award Winner Groundhogg CRM & Marketing Automation for WordPress can help you dramatically improve how you acquire leads and make more sales! Our award winning WordPress CRM is the very best alternative to Keap, ActiveCampaign, HighLevel, HubSpot, MailChimp and other SaaS platforms. You don’t have to sacrifice CRM features when you switch to our self-hosted solution. In fact you can save $1,000s per year and have the added benefit of owning all your information. If you are an agency, WaaS, WordPress developer, LMS/Course Creator, WordPress freelancer, or CRM implementation service provider then the Groundhogg CRM and Marketing Automation suite is for you. 🪓 Ax the “Success Tax” Other SaaS (Software as a Service) CRM platforms will charge you more as your list grows. But not us! When using the Groundhogg CRM & Marketing Automation suite free or with any of our paid plans, we’ll never charge you more! 🚫 There are no limits on: Number of contacts Number of flows (automations) Number of emails sent When using Groundhogg CRM & Marketing Automation you will never be limited on the amount of anything! Unlike other SaaS platforms. Businesses save $1,000s a year after switching to Groundhogg. 💽 You own your data! The reality of SaaS CRMs is that you pay, and pay, and pay, and you invest all this money into a system to help your business thrive, but it can be taken away at a moments notice. Putting your data in a SaaS CRM is like renting an apartment, but with less protection and stingier landlords. You can get evicted at any time, for any reason. There is no recourse. This leaves your business exposed. What would happen to your business if your CRM was turned off? With Groundhogg you actually own your data! No one expect you can make impactful changes. 🔎 At A Glance Everything your business needs to thrive! Best in class CRM & Marketing Automation suite. Organize and segment your contacts to send more relevant communications. Automate your communications to save you time and increase your productivity. Collect data and mine your list so you can stop bleeding money. “The money is in the list!” Own your data so you’ll never be at the mercy of a SaaS company again. Control your expenses! There are NO LIMITS on how many contacts and users you can have! Groundhogg grows with you! Your costs do NOT increase when your lists grows. We don’t tax you for scaling up! Translate & configure into any language. 🌎 We care! Join our Community! Groundhoggers are very generous with their business intelligence. Just as the Groundhogg CRM & Marketing Automation team is deeply committed to helping! So we create lots of tools to help you succeed. 🚀 Free 1-Hour Quickstart Course! 🌎 Community care & support in the open Facebook group! 📺 Over 60 hours of easy Groundhogg Youtube tutorials! 📃 Use our Knowledge Centre to get the answers you need. 🎙️ Ask your burning questions in Office Hours on our live Facebook stream every Tuesday! 🤷‍♂️ Who can benefit from Groundhogg CRM and Marketing Automation? The Groundhogg CRM & Marketing Automation suite is being used by a wide variety of 3,000+ businesses in over 35+ countries. The diversity of use cases is huge! If you’re business is using WordPress, you can use Groundhogg. Here are some of the more common use cases: Digital Marketing Agencies WordPress Freelancers LifterLMS, LearnDash, or TutorLMS sites WooCommerce Sites WaaS Multisite Platforms Blogs and News Sites Coaches and Trainers Educators and Public Speakers Business Directories And many more! 💡 Made by people who know CRM & Marketing Automation! Our team is based in Niagara Falls, Canada! We’ve been helping small businesses implement CRM and Marketing Automation since 2014 working with tools like Keap, ActiveCampaign, and HubSpot. After some time, it became apparent that there was a desperate need in the WordPress ecosystem for a capable CRM and Marketing Automation tool for WordPress site owners. One that could match SaaS platforms on features and reliability did not yet exist, so we built it! Starting in 2018, Adrian Tobey (founder) and his team took their combined 20+ years of experience in the CRM and Marketing Automation industry to create a better option for WordPress based businesses. We know flows, CRM, and marketing automation like the back of our hands! You can trust us to not only provide you with stellar software and support, but also provide you guidance on the kinds of flows and automation you should be building to get maximum value from our products. ❤️ Businesses Love Groundhogg CRM & Marketing Automation! 3,000+ businesses in 35+ countries are using Groundhogg CRM & Marketing Automation to launch their flows, grow their lists and scale their businesses. Here’s what a few of them had to say about our products and support! From 👨 Chris Badget, CEO of LifterLMS Great team, great product, and works with all the key WordPress tools I’m using. So nice to be able to do broadcast emails, tagging, and marketing automation all from inside my WordPress website. From 👨‍🦱 Francisco Opazo, Marketing Manager at BuddyBoss Groundhogg CRM & Marketing Automation is essential for many community builders, course creators, and membership site owners to achieve higher rates of engagement and retention. It simplifies many complex processes including onboarding, email marketing, flows, and enables you to scale your marketing efforts more efficiently. From 👨 Jonathan Denwood, Podcaster & Owner of WP-Tonic Agency Adrian and his team have really built a great WordPress based CRM that’s really competitive with the big guys like ActiveCampagin. I would highly recommend it to anybody who is running WordPress. There are over 110 ⭐⭐⭐⭐⭐ reviews for Groundhogg on WordPress.org and even more reviews on our Facebook Page! Kris Britton of the KAYBE marketing agency moved all of his clients from HubSpot to Groundhogg! Features Here are the tools you can use to launch your funnel, grow your list, and scale your business faster with Groundhogg CRM & Marketing Automation! 🕺 Straightforward CRM & Contact Management Advanced searching and filtering on any data Unlimited CRM custom fields Segmentation with tags Activity and email history Profile pictures Automatic location discovery CRM Notes CSV importing & exporting Sync contacts in the CRM with WordPress users View congregated information other WordPress plugins in the contact record. Quickly and easily segment your list with Groundhogg’s unrivaled search filter system! Groundhogg’s search filters give you more control than any other CRM to segment your list to find exactly the leads you’re looking for. Our integrations with WooCommerce, AffiliateWP, LearnDash, and more add additional search filters you can use to create powerful segments so you can send hyper targeted messages. ⚙️ Flows & Marketing Automation Features Create highly effective customer journeys with our easy to learn funnel builder. Over 30+ integrations available to connect the CRM with your favorite WordPress plugins. Create simple flows or complex ones! Measure the effectiveness of your flows with easy to read metrics. Start flows from forms, payments, new users, and more! Open API to add your own triggers & actions. 📧 Simple Email Marketing & SMTP Use images, headers, paragraph and more. Simple preview & testing. Perfect for sales emails, newsletters, transactional notifications and more. Send broadcast emails to your contact lists. Distinguish between transactional and marketing emails. 📈 Unmatched Analytics Reporting We track EVERYTHING in the CRM! Granular details of how your site is performing. See open rates, click through rates and conversions at a glance. Detailed results from your flows and broadcast emails. Integrate with Ecommerce to see revenue from your marketing. Learn more about your audience with demographic reporting. See which flows/emails are under-performing. Use campaigns to make comparing reporting results easier 🇪🇺 GDPR Ready Simple GDPR features to keep you compliant. Automatic preferences center, data download, and opt out. Track GDPR consent in your CRM Prevent marketing to those who withdraw consent. 🙌 Get more with premium features! Groundhogg CRM & Marketing Automation has 45+ extensions to help you expand and integrate Groundhogg to help you build your all in one solution. 👉 Bundle all of our incredible premium features into a flat rate plan. Yearly & monthly options available. You can also use our ⏱️ 14 day $1 demo to see a preview of these stellar features. Over 24+ extensions to help you handle more… Extend your CRM with Custom Fields Extend your CRM with Custom SMTP Extend your CRM with Advanced Email Preferences Extend your CRM with Superlinks Extend your CRM with Lead Scoring Extend your CRM with Booking Calendars Extend your CRM with Social Proof Popups Extend your CRM with Signed Contracts Extend your CRM with Company Management Extend your CRM with a Sales Pipeline Extend your CRM with Birthday Automation And many more… Over 30+ integrations to connect to your favorite WordPress plugins. Integrate with… Connect LifterLMS to your CRM | FREE COURSE Connect LearnDash to your CRM | FREE COURSE Connect BuddyBoss to your CRM | FREE COURSE Connect GiveWP to your CRM Connect Easy Digital Downloads to your CRM Connect WooCommerce to your CRM Connect HelpScout to your CRM Connect Elementor to your CRM Connect Amazon Web Services to your CRM Connect SendGrid to your CRM Connect AffiliateWP to your CRM Connect ThriveCart to your CRM Connect WPForms to your CRM And many more… ⏱️ Want to test out the premium Groundhogg CRM and Marketing Automation suite? If you’d like a trial of our premium plans, please check out our $1 sandbox demo. Milestones Serving 3,000+ businesses in 35+ countries. ⭐⭐⭐⭐⭐ rated software and support! 40+ Certified partners. 🏆 Gold Stevie Award 2020 for Tech Start up of the Year (American Business Awards). 🏆 Gold Stevie Award 2021 for Best In Class Customer Service (American Business Awards). 🏅 Best Software Innovation 2020 finalist (Canadian Search Awards). 🏅 Canadian Small Business Awards 2021 finalist (Canadian Search Awards). External services & APIs This plugin connects to several 3rd party services to provide crucial functionality. Each is listed below with what services are used and what information is shared, if any. Email and flow templates Email and flow templates are pulled periodically from a remote repository via API at https://library.groundhogg.io. No information about you or your site is shared or logged in this request. Dashboard notices and widgets Recent blog posts from https://groundhogg.io are shown in the dashboard and are fetched periodically. No data or information is logged or shared. Important notifications and dashboard notices are pulled from https://groundho.gg periodically. No data or information is logged or shared. Telemetry and usage You can opt-in and opt-out of site telemetry from Groundhogg » Settings » Misc » Danger Zone » Opt-in to anonymous usage tracking. When enabled, the following information will be periodically shared with https://groundhogg.io: Your admin email address; Whether your site has a valid and active license from groundhogg.io; The license if one exists; Whether Groundhogg is white labelled; System information such as WordPress version, PHP Version, the Groundhogg plugin version, the site time sone, and site language; Usage statistics such as the number of active flows, the number of new contacts, and the number of emails sent; The list of active Groundhogg add-ons on the site; No information is shared or collected when telemetry sharing is disabled. Google Recaptcha If you have the Google Recaptcha integration enabled, scripts will be loaded from https://www.google.com/recaptcha/api.js and requests will be made to https://www.google.com/recaptcha/api/siteverify sharing only essential information (such as your recaptcha site key) to facilitate the integration. Cloudflare Turnstile If you have the Cloudflare Turnstile integration enabled, scripts will be loaded from https://challenges.cloudflare.com/turnstile/v0/api.js and requests will be made to https://challenges.cloudflare.com/turnstile/v0/siteverify sharing only essential information (such as your turnstile site key) to facilitate the integration. Geolocation services Groundhogg will attempt (if licensed) to geolocate a contact (country, region, timezone, etc…) based on their IP address using our Geolocation service https://ipinfo.groundhogg.io. No data is stored remotely and no PII is used. We use a third party based in Romania to provide geolocation services.

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