WordPress CRM recommendations please

[Kaleido]

I'm tasked with building a website with a customer lead generation frontend and a provider lead management backend.

The customer city/county data will filter the lead to the provider in the corresponding city/county. Each provider will have their own login area (ideally on a subdomain, eg city.domain.com) to manage their leads.

I'm after a plugin (free/pay) that can provide this primary functionality. Any bells and whistles such as file uploading and messaging would be a big bonus.

Any recommendations gratefully received

 

[Paullas]

Speak with @m4c

 

[m4c]

DM sent

 

[stepHuntMario]

When it comes to WordPress CRM plugins, there are a few solid options out there. One that I've found to be pretty user-friendly and effective is HubSpot CRM. It integrates smoothly with WordPress, plus it's free, which is always a bonus! Another good one is Salesforce CRM, although it can be a bit more complex to set up and use. If you're looking for something more tailored to your needs, you might want to check out monday.com consultant. They offer a range of customizable CRM solutions that can be a great fit for different businesses. Ultimately, it depends on what features you prioritize and how much customization you need.