Rating: 5 stars
CRM Perks is a highly versatile and user-friendly WordPress plugin that offers seamless integration between your WordPress site and various Customer Relationship Management (CRM) systems. Having tested and used the plugin extensively, it’s clear that CRM Perks is an excellent choice for anyone looking to streamline their CRM workflows directly from their WordPress dashboard.
Ease of Use
One of the standout features of CRM Perks is its ease of use. The plugin boasts an intuitive interface that makes it accessible even for those who may not have extensive technical knowledge. Setting up the plugin is straightforward, and the guided steps ensure that you can connect your CRM system to your WordPress site within minutes. The plugin also provides helpful documentation and support, which is a big plus if you run into any issues.
Integration Capabilities
CRM Perks excels in its wide range of CRM integrations. It supports popular CRM systems like Salesforce, HubSpot, Zoho CRM, and many others. The plugin allows you to automatically sync data between your WordPress forms and your CRM, which can be a game-changer for businesses looking to improve their customer data management. Whether you’re capturing leads from a contact form, managing sales data, or tracking customer interactions, CRM Perks makes the process seamless and efficient.
Customization and Flexibility
The plugin offers extensive customization options, allowing you to tailor the data mapping to fit your specific needs. You can choose which form fields to sync, apply conditional logic, and even set up advanced filters to ensure only the most relevant data is transferred to your CRM. This level of customization makes CRM Perks a flexible solution that can adapt to a wide range of business requirements.
Performance and Reliability
In terms of performance, CRM Perks is robust and reliable. The plugin runs smoothly without causing any noticeable slowdowns on your WordPress site, even when handling large volumes of data. The real-time data syncing ensures that your CRM is always up to date, reducing the risk of data discrepancies and improving overall efficiency.
Support and Documentation
CRM Perks is backed by a responsive support team and extensive documentation. Whether you’re facing a technical issue or need help with configuration, the support team is quick to respond and provides clear, helpful guidance. The documentation is well-organized and covers everything from basic setup to advanced features, making it easy to get the most out of the plugin.
Pricing
CRM Perks offers a range of pricing plans to suit different needs, from single-site licenses to more comprehensive packages that include priority support and additional features. The pricing is competitive, especially considering the plugin’s extensive capabilities and the value it adds to your CRM workflow.
Conclusion
Overall, CRM Perks is a powerful and reliable plugin that can significantly enhance your CRM integration with WordPress. Its ease of use, wide range of integrations, and flexible customization options make it an excellent choice for businesses of all sizes. Whether you’re looking to improve lead capture, streamline customer data management, or optimize your sales processes, CRM Perks provides a comprehensive solution that delivers on its promises.
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Support for this plugin (Woocommerce /Zoho integration) has been fast and responsive. Recommended.
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Easier and more cost-effective than our original Zapier setup, Support helped us navigate a metadata issue and quickly updated the plugin when an issue was found.
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Reliable, easy to use, straightforward, effective. Prompt customer support too!
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The support team is incredibly helpful and always quick to respond. Highly recommend for any WordPress user looking for a top-notch plugin.
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This app has really saved us a lot of time and made our lives easier.
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We use the pro version, it works very well.
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this app help so much to save time to other important duty
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Plugin does what it says
support can be better on wats app, emails are old school.
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Plugin helped us automate some of the functionality which we previously did manually, I would recommend
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Great service from the team here, very quick and to the point
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Does just what it’s supposed to do and with no issues. Absolute time saver, highly recommended.
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Great support and they fixed an issue we had with the plugin within 24 hours from reporting.
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I was looking for an easy to use plugin to sync my Woocommerce generated sales and customer data to Zoho CRM.
CRM Perks has provided exactly what I was looking for: the plugin works flawlessly, is extremely configurable and if I had any configuration issues initially, the support was superb (friendly, knowledgeable and very quick.
They absolutely deserve this 5 star review ??
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Perfect Plugin !
Bought few weeks ago to sync WooCommerce Orders to Zoho and it works perfectly.
Very easy to use, without any code.
I managed to sync Account/Contact/Deals et several custom modules
Support is answering fast
Thanks !
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The support team is very eager to assist and open to suggestions. I still have some issues with the plugin but two out of three issues resolved is excellent.
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It works very well!
I am testing it and works very smooth
The log feature helps a lot
Yoy can also do mapping very well. As objects in Zoho shows on WordPress as it appears there, it is very easy to set it up.
I am very satisfied. No support need yet.
Rating: 5 stars
Super support team that goes out of their way to help. These guys are good. Disagree with the old negative review.
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I’m using the pro version of the plugin for connecting my WooCommerce store to Zoho including automatic invoice creation and sending.
The plugin does perfectly the job and the support replied quickly and efficiently.
I recommend this plugin!
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The plugin does perfectly the job and the support replied quickly and efficiently.
Much recommended plugin!
Rating: 5 stars
This is absolutely great plugin, run very smoothly if you setup this correctly. I managed to have the woocommerce order integrated with the ZOHO full automatically. Be patient on setting this pluign up, you will get satifying result. The only improvement should be made is to have detailed documents/tutorial, because lack of document, I spent several days to have it run as expected, did a lot of tests.If there is detailed tutorial, I believe I can have it setup in hours!!
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Followed up to make sure issue was resolved
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Everything is going very smoothly with the plugin. We have had our eyes on CRMPerks Woo-Zoho plugin for some time to automate our WooCommerce and Zoho installations, and am happy to have finally implemented this. It went much smoother than I expected it to be, and I did not encounter any major issues.
To start with I created Manual feeds in order to process a backlog of orders. I started by testing one at a time, and then once everything was mapping properly I used the WordPress to CRM add-on to import orders in bulk 10 orders at a time. Overall it went very smoothly and I was able to import over 100 WooCommerce orders into Zoho with minimal effort.
Now that the backlog is finished, I have created Automatic feeds which import to Zoho automatically based on my preferences. I have it set so that when WooCommerce order is set to Completed, the order goes to Zoho automatically. It is working very well and exactly how I had hoped.
All in all I am very happy with the CRMPerks plugin. It has greatly simplified my workflow when it comes to entering invoices from WooCommerce into Zoho.
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I’m using the pro version of the plugin for connecting my WooCommerce store to Zoho Books including automatic invoice creation and sending. The Plugin is really very powerful and the support team from Crm Perks also did a free customization for me and is very helpful.
I’m a Zoho authorized partner and pretty sure, that I will use it for some of my upcoming client projects in the future.
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This is just amazing plugin which works like a charm. Does it job to export invoices, contact and other data to Zoho. Just buy the pro version of this plugin to experience all its cool features.
CRM Perks team good job!
Thanks,
Ankit
Rating: 5 stars
Great plug in, i have already tried many woocommerce – zoho plug-ins, but this one is superb. This things made easy with thier active support.
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Plugin works well, support answered all my questions and fixed things. Thanks. Good luck guys!
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I’ve been using this plugin for just couple of months, super satisfied btw, and got into some specific integration bugs. Contacted support and everything was sorted out in just couple of days.
Thanks once again.
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easy to use and good support.
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Great plugin. Absolutely try the PRO version for new features.
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