Good solution with great support

I tested five CRM solutions before settling on JetpackCRM, not just wordpress based so looked at some of the ‘leading’ cloudbased solutions. When I started out I assumed my requirements were standard and any or all would meet my needs, I quickly found none were a perfect fit. I settled on JPCRM due to the broader WordPress eco-system and the belief of good support given the recent aquisitation by Automattic.

JPCRM lacks some of the UI polish of others but handles the core functions well, like all of the solutions you need to spend time to understand the nuances – the combination of contacts, acitivites, transactions and tasks handle all the core requirements, albeit the UI does feel a little dated. Custom fields add a good degree of extension.

The paid extensions cover a broad range of things, I needed the API, Advanced Segments, Importer and Mail Campaigns.These all work as intended, albeit the documentation can be lite on. The API provides good opportunity for extending and integrating JPCRM, I ran into problems with transaction records via the API and leveraged the support tickets available to paid extensions. The support was timely, professional and really worked to find a solution.

There are areas for improvement, the API capabilities need to be standardised and documented (this is planned), mail and mail-campaigns need to be unified and made competitive with other products, advanced segments needs to integrate contacts and companies so filters like ’show me all contact activity for company XYZ in the last 30 days’ is possible.

All CRM have a learning curve, the free and paid versions of JPCRM deliver strongly if you spend a little time to understand the nuances.