Name: FluentCRM
Rating: 9 (1 reviews)
Author: WP Manage Ninja

Customer Training

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Automation Testing

Cross-Browser Testing

Interactive Application Security Testing (IAST)

Product Analytics

Service Mesh

Development

Business Intelligence (BI)

Collaboration

Emissions Management

IP PBX

Knowledge Management

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Cost Management

Cloud Storage

Data Integration

Embedded Database

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Managed DNS

Mobile Identity

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Privileged Access Management

Value Stream Management

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Audio Editing

Click Fraud

Content Management

Data Cleansing

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Writing and Proofreading Tools

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Lead Management

Predictive Sales Analytics

Sales Engagement

Sales Incentive Compensation Management

Sales

Database Security

Security

Animation

Debt Collection

Laboratory Information Management

Legal Case Management

Spreadsheet

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Quartix

MLReef

StorySlab

Marsview

Marsview.ai Inc.

Joyfill

CUX.io

cux.io

MyDash

ReferenceEdge

Point of Reference

Verint Workforce Management for Back Office

Verint

Timesheet Portal

Anfold Software Timesheet Portal

WordPress

### Email Marketing
Users consistently highlight FluentCRM's email marketing features as a standout aspect of the platform. They appreciate the ease of managing email campaigns, sending newsletters, and creating automation sequences. The ability to customize fields for contact records also receives positive feedback, allowing for tailored and targeted email communications. While some users express minor preferences for additional features like a click-to-call dialer or more email design options, overall, FluentCRM's email marketing functionality is well-received for its efficiency and affordability.

### Campaign Management
Reviewers consistently highlight FluentCRM's campaign management as a standout feature, emphasizing its effectiveness in handling email subscriptions, bounce handling, and overall email marketing campaigns. Users appreciate the ease of setting up marketing automation within the WordPress dashboard and the comprehensive range of features available. The general sentiment leans towards a positive outlook on FluentCRM's campaign management capabilities, with users expressing satisfaction with the system's performance and reliability in executing campaigns efficiently.

### Marketing Automation
Users consistently highlight FluentCRM's marketing automation as a standout feature, emphasizing its ease of setup and comprehensive functionality within the WordPress dashboard. The system's ability to handle automation at scale and provide detailed API documentation has garnered positive feedback. Additionally, users appreciate the platform's clean interface, bug-free performance, and visually appealing analytics dashboard. These sentiments collectively indicate a strong user satisfaction with FluentCRM's marketing automation capabilities.

### WordPress Integration
Reviewers express overall satisfaction with FluentCRM's integration capabilities within WordPress, emphasizing its convenience and user-friendly interface. Users appreciate the ease of setting up marketing automation directly through the WordPress dashboard and note the comprehensive features offered by the plugin. While some users express minor preferences for additional functionalities like a click-to-call dialer or more options in email construction using Gutenberg blocks, the general consensus is positive regarding FluentCRM's integration with WordPress.

FluentCRM is a marketing automation plugin for WordPress that, according to the vendor, aims to streamline email marketing campaigns, automate marketing processes, and track customer data. It is specifically designed for small to medium-sized businesses. The product is said to be used by various professions and industries such as digital marketers, e-commerce businesses, content creators, bloggers, coaches and consultants, membership site owners, and online course creators.

## Key Features

**Lead Management**: According to the vendor, users can capture leads through forms and pop-ups, store and manage lead information in a central database, assign lead scores based on engagement levels, and track lead activities and interactions.

**Email Marketing**: The vendor claims that users can create and send personalized email campaigns, build email templates with a drag-and-drop editor, automate email sequences and drip campaigns, and segment and target email lists based on user behavior.

**Marketing Automation**: The vendor states that users can set up automated workflows and triggers, nurture leads with personalized content and emails, send targeted offers and promotions based on user actions, and track and analyze campaign performance with detailed reports.

**Contact Management**: According to the vendor, users can manage and organize contact information, create custom fields and tags for better segmentation, import and export contacts easily, and keep track of contact interactions and history.

**CRM Integration**: The vendor claims that FluentCRM can integrate with popular CRM platforms like Salesforce and HubSpot, allowing users to sync contact data between FluentCRM and CRM systems, view CRM data within the FluentCRM dashboard, and use CRM data to personalize marketing campaigns.

**E-commerce Integration**: According to the vendor, FluentCRM can integrate with popular e-commerce platforms like WooCommerce and Easy Digital Downloads. Users can track customer purchases and order history, send targeted offers and promotions based on customer buying behavior, and sync customer data between FluentCRM and e-commerce platforms.

**Analytics and Reporting**: The vendor states that users can track email open rates, click-through rates, and conversion rates, monitor campaign performance with real-time analytics, generate detailed reports on lead generation and customer engagement, and use data to optimize marketing strategies and improve ROI.

**Forms and Surveys**: According to the vendor, users can create custom forms and surveys to collect user data, embed forms on websites or landing pages, capture user responses, and store them in FluentCRM. This data can then be used to personalize marketing campaigns.

**Segmentation and Targeting**: The vendor claims that users can segment contacts based on behavior, demographics, and interests. They can create dynamic segments that update automatically and target specific segments with personalized campaigns, aiming to improve campaign effectiveness through precise targeting.

**Automation Funnels**: According to the vendor, users can create automated sales funnels to guide leads through the customer journey. They can set up triggers and actions to move leads from one stage to another, use conditional logic to personalize the funnel experience, and optimize funnels based on performance data and user behavior.

FluentCRM has proven to be a valuable tool for users in managing their customer relationships and streamlining their CRM processes. Users have found that FluentCRM helps them keep track of lead details and services rendered based on customer queries and needs, reducing the manual workload and turnaround times in their CRM workflows. The platform's ability to configure well with extensions allows users to easily monitor activities performed on each lead and receive notification-related activities in their business emails, making customer follow-up processes much easier.

One of the key advantages of using FluentCRM is its seamless integration with multiple marketing sources, enabling users to capture leads from various channels and consolidate them into one platform. This allows for centralized lead management and eliminates the need for manual data entry across different systems. Users also appreciate the comprehensive solution FluentCRM offers for handling email marketing campaigns, including features like email subscriptions, bounce handling, and automation tasks at scale. Additionally, the ability to access data from anywhere with an internet connection has been highly valued by users, improving their productivity and flexibility in managing customer relationships.

FluentCRM serves as a cost-effective alternative to third-party email service providers as it is installed on users' servers with no limitations on the number of contacts or sends. Users have found this aspect particularly appealing as it allows them to have complete control over their email marketing efforts without incurring additional costs or restrictions. However, some users have expressed that more affordable pricing options would further enhance the fit of FluentCRM for their needs.

In summary, FluentCRM proves beneficial in solving various business problems such as efficient lead management, streamlined customer follow-ups, centralized data integration, comprehensive email marketing campaigns, and cost-effective solutions without limitations.

FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress, used to manage leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities without ever having to leave the WordPress dashboard. It is a product from WP Manage Ninja headquartered in Newark, Delaware.

Show, by Animaker headquartered in Palo Alto, helps companies across channels, cross-functional (Sales, marking, and communication) to engage with their respective audience using all forms of Video-based communication with the goal of increasing funnel conversions, revenue, and customer engagement.

Starter

Show by Animaker

Basic

Regular

Advanced

Premium

Guru

WeStrive

FluentCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

WP Manage Ninja

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

FluentCRM

Overview

What is FluentCRM?