=== Zero BS WordPress CRM === Contributors: woodyhayday, mikemayhem3030 Donate link: http://www.zerobscrm.com Tags: customer relationship management, small business, SME, contact, contacts, CRM, Customer Relationship Management, employee, leave management, hr, hrm, human resource management, job, jobs, job listing, lead Requires at least: 3.0.1 Tested up to: 4.5.2 Stable tag: trunk License: GPLv2 License URI: http://www.gnu.org/licenses/gpl-2.0.html The simplest CRM for WordPress. Self host your own Customer Relationship Manager using WP. == Description == ###This Week Only: [Extensions 20% Off](http://zerobscrm.com/extensions) (Use coupon code: WPROCKS) [Zero BS CRM](http://zerobscrm.com) is the simplest CRM for WordPress. It allows you to manage the leads, and customers which make up your business, _directly from your WordPress installation_. (Or installed on a separate install it can make self-hosting your CRM very quick and accessible! e.g. __crm.yourdomain.com__) ###Why we built this CRM: The problem we faced We needed a CRM. We knew that managing our leads and customers would make our business better. Salesforce was expensive, and overwhelming. The other self-hosted Customer Relationship Management options looked old-fashioned, unreliable, and had far too many settings. ###Our Solution: Cut the Crap We built Zero BS CRM to cut the crap. We wanted a simple, functional, and extendible way to manage our customers. And so we built it. We're WordPress developers and so we naturally turned to WordPress to get us started quickly, (the world's most reliable platform, in lots of ways.) As we started to use ZBS, we were happy. It was everything we'd wanted. Lightweight, understandable, genuinely usable. Now we're sharing it :) Our initial version has grown to be a significant MVP, and we are still improving it (through your feedback). So join us, [download ZBS](https://downloads.wordpress.org/plugin/zero-bs-crm.zip), it's free, and we're making it into something very special! ###Some great reasons to use ZBS CRM: * Self host your own Customer Relationship Manager using WP * It's free! (With bargain extensions, if you want them) * Regularly updated. We use this at EpicPlugins, so we're looking after it! * Works out-of-the-box with WordPress * Zero feature bloat We're still improving Zero BS CRM every day. The plugin already has a host of useful features, but you'll see that when you install it. Here's our pick of benefits we get out of using Zero BS CRM: * Manage Customers, Quotes, Invoices and Transactions * Easy to add Tags, custom fields and other data to customers * Works with our ecommerce setups: PayPal and WooCommerce * 4 minute install. Install WordPress, ZBS and then you're ready! * Multi-currency * Optional sections such as "Needs a Quote" (great for local business) * Optionally disable front end / WordPress takeover (so users can't tell it's WordPress) * Add Files to Customers, Quotes, or Invoices * Add an image to each customer * Works great on mobile devices ###Zero BS CRM Available Extensions: * [CRM Sales Dashboard](http://zerobscrm.com/extensions/sales-dashboard/) * [WooCommerce CRM Sync](http://zerobscrm.com/extensions/woo-sync/) * [PayPal CRM Sync](http://zerobscrm.com/extensions/paypal-sync/) * [CSV Customer Importer](http://zerobscrm.com/extensions/simple-csv-importer/) * [ZBS CRM Mail Campaigns](http://zerobscrm.com/extensions/mail-campaigns/) ###CRM Featured On: * [Product Hunt (Feature)](https://www.producthunt.com/tech/zero-bs-crm) * [WP Dean (Review)](http://wpdean.com/integrate-zerobs-crm-wordpress/) * [Ravenous Raven (Review)](http://www.ravenousravendesign.com/business/zbs-crm-wordpress-plugin/) * [Daily Blog Tips (Review)](http://www.dailyblogtips.com/looking-for-a-wordpress-crm-check-zero-bs-crm/) * [Premium WP (Review)](https://www.premiumwp.com/zero-bs-crm-wordpress-plugin/) == Installation == 1. First make sure you've got WordPress installed somewhere. We like to use crm.yourdomain.com 2. Install your plugin as below (you probably know how!) 3. Activate the plugin through the 'Plugins' screen in WordPress 4. Use the menu to go to the settings page: Zero BS CRM->Settings to configure the plugin (no config required, this is optional, but recommended) For more documentation, please see: http://docs.zerobscrm.com/documentation/ ###Automatic Install From WordPress Dashboard 1. Login to your the admin panel 2. Navigate to Plugins -> Add New 3. Search **Zero BS CRM** 4. Click install and activate respectively. ###Manual Install From WordPress Dashboard If your server is not connected to the Internet, then you can use this method- 1. Download the plugin by clicking on the orange button above. A ZIP file will be downloaded. 2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload. 3. Click choose file, select the plugin file and click install ###Install Using FTP If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method- 1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded. 2. Unzip the file. 3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too. 4. Upload the folder to wp-content/plugins/ 5. Log in to your WordPress dashboard. 6. Navigate to Plugins -> Installed 7. Activate the plugin == Frequently Asked Questions == = Is there any limits to customer counts in ZBS? = There are absolutely no limits in Zero BS CRM, apart from the usual ones applied by your host (database size etc.) = Can I develop on top of ZBS? = Of course. Please reach out to us via the in-plugin feedback page if you want to, we'll help you get started. = Is ZBS really free? = Totally. The core is a solid, useful, Customer Relationship Manager right out of the box. You don't need anything else to get started managing your leads, and customers. We do build extensions, (because we need them), but they're not at all essential. Further, they're cheap in comparison to the pay-per-month CRM options, and you actually own them, yourself. = Where can I see the CRM extensions? = Here: http://zerobscrm.com/extensions/ == Screenshots == 1. Settings Page 2. Manage Customers 3. New Quote 4. New Customer == Changelog == = 1.1.7 = * Optimised Second Address form for wide screens * Added "Second Address" against customers (Optional) * Added "Create Invoice from Quote" feature * Wired in new quote/invoice options * Added "Quote no# Offset" setting * Added "Invoice no# Offset" setting * Added "Allow Invoice No Override" setting * Added Extensions Page to Plugin * Added [Data Tools](http://zerobscrm.com/data-tools/) page * Improved WordPress .org Description * [Read about update](http://zerobscrm.com/zero-bs-crm-update-v1-1-7-second-address-and-quote-to-invoice/) = 1.1.6 = * Improved WordPress .org Description * Fixed a bug with customer entry = 1.0 = * Initial Release * Fixed all bugs from Alpha 0.9 * Tested across 4 common web hosts * Tested with extensions: [WooCommerce CRM Sync](http://zerobscrm.com/extensions/woo-sync/), [PayPal CRM Sync](http://zerobscrm.com/extensions/paypal-sync/), [CSV Importer](http://zerobscrm.com/extensions/simple-csv-importer/), [ZBS CRM Mail Campaigns](http://zerobscrm.com/extensions/mail-campaigns/), and [CRM Sales Dashboard](http://zerobscrm.com/extensions/sales-dashboard/), == Upgrade Notice == Nothing here right now.