Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation

Did you know entrepreneurs earn more money with a good CRM?

Jetpack CRM は、WordPress 向けのシンプルな CRM です。より多くの利益を生み出し、より幸せなビジネス交流を毎日簡単に行うことができます。

🚀 JetpackCRM.com | 📚 ナレッジベース | 🧬 CRM 機能

📈 Jetpack CRM Benefits:

1. Simple & Practical: Useful features that impress customers
2. すべて「あなたのもの」: ご自分の WordPress にインストールしてください。鍵はあなたが握っています
3. 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:

• eコマースサイト (最高 のWooCommerce CRM、PayPal と Stripe との連携)
• エージェンシーとプロのフリーランサー
• スタートアップと非営利団体
• 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 は、わかりやすくインパクトがあるように設計されていますが、だからといって柔軟性がないわけではありません。ここでは、Jetpack CRM 得意なことをいくつかご紹介します。

• 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.

💸 ビジネスを効率的に進めるために

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 販売ダッシュボード
• Automations
• Mail Campaigns
• CSV Importer Pro
• Advanced Segments
• クライアントポータルプロ
• Invoicing Pro
• Gravity Forms (お問い合わせフォーム)
• Contact Form 7 (お問い合わせフォーム)
• AWeber (メールマーケティング)
• ConvertKit (メールマーケティング)
• PayPal Sync
• Twilio (SMS 送信用)

👉 View all of the CRM Extensions

🥼 Jetpack CRM を今すぐお試しください。

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:

• ⚙️ コア機能

  • 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
  • ファイルを添付
  • クライアントポータル
  • ダイナミックセグメント
  • ソーシャル連携
  • タグ

• 📅 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 ユーザー権限: チームに適切なアクセスを付与

• 🚀 モダン。軽快。アクセシブル

  • International – Languages & Currencies: Translation-friendly
  • DIY CRM
  • 🇪🇺 データの保存場所を把握して GDPR に準拠しましょう。

• 📈 スモールビジネスを成長させましょう

  • 中小企業の日常的な業務をサポート
  • リードジェネレーションのツールキットでの最適なハブ
  • より多くの顧客を獲得してビジネスを成長させるための拡張機能のセット

• 🏢 B2B Sales

  • B2B モード
  • 企業
  • 提案

• 🧑‍💻 開発者対応

  • API
  • Developer Guides
  • Zapier

• 🧙 Easy Setup

  • ウェルカムウィザード
  • ウェルカムツアー
  • カスタムフィールド
  • システムメール
  • メール配信

• 🛡️ Automattic のプロダクト

  • Jetpack CRM は Automattic ファミリーの一員です
  • WooCommerce CRM として最高
  • Consistent development and improvements

• 🏷️ White-Label CRM

  • Rebranding Engine: Brand your CRM with your company name or a contacts (and logo!)
  • WordPress 上書きモード
  • Fully takeover WordPress and make Jetpack CRM a standalone CRM (optional)
  • Branded login and disabled front-end make this resellable too!
  • お好みのメニュースタイルをお選びください: スリムライン、CRM のみ、フル

• 🧾 CRM Audit system

  • Automatically log contacts events like “new invoice” or “filled out web form”
  • 連絡先との電話やミーティングの記録を保存
  • See all contacts activity at-a-glance from the contacts record, (useful for accounting)
  • NEW: Automations extension provides automatic actions on events!

• ➕ ここには書ききれないほどさらにたくさん…。

  • PDF 請求書、請求明細書、その他のクライアントツール
  • 請求書を作成してメールで送信したり、連絡先ポータルで支払いを受けることができます。
  • Tax Table management – assign multiple local/national taxes to Invoices or Transactions
  • 見積書テンプレートを使えば、提案書のテンプレートを事前に準備できます
  • Contact form 7、Gravity forms、Jetpack Forms、独自の CRM フォームモジュールなどのさまざまなフォームをサポートし、リードジェネレーションを実現
  • メールキャンペーンを使ったメールマーケティング
  • 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
  • すべての機能を見る

👔 中小企業、スモールビジネス、WordPress 起業家

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 は、スモールビジネスを改善するための最初のステップとして最適です。無料でお試しください !

📃 プライバシーポリシー

For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here

Jetpack CRM と 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 | 📚 ナレッジベース | 🧬 CRM 機能