Jetpack CRM

JetpackWhat comes to mind when you think of a jetpack? If you immediately conjured up an image of someone hovering in the air wearing a “backpack that flies” – you are in good company. However, when it comes to your company, the Jetpack plugin in WordPress does much more than merely suspend your company as bystanders watch.  Rather, the WordPress plugin is designed to help keep your company moving forward and helps you connect better with those you come into contact with.

Among many things, Jetpack now is a CRM (Customer Relationship Management) tool designed to help you keep your clients happy so you can continue to grow your business. It works easily within WordPress, so you don’t have to set up a separate site or platform to use it. Instead, you host your own data using your own server, making it safer than third-party options that can create security risks. In addition, Jetpack CRM allows you to set up admin roles, specific permissions, and combine it with other security plugins so you can be certain that your site is all you need it to be.

So, what is it that Jetpack CRM has that makes it so ideal? Glad you asked.

15 Reasons to Use Jetpack CRM

Like any plugin, jetpack has basic features – referred to as modules- that are free, but paid extensions are available. In addition, you can pick and choose what features you want to pay for, so that you can make Jetpack exactly what you need to get business done. With that in mind, here are some of the modules – some free, some are not- that have users talking about this plugin.

  • Carousel – Jetpack makes it easy to create full page slide shows using images from your gallery- it even includes comments and EXIF metadata.
  • Client Portal – Easily add a client so they can view specific documents pertaining to them. These may be invoices, quotes, downloadable files, or any other document you want them to access.
  • Contacts– The contact feature makes it possible for you to have detailed information about your contacts so you will know how they interact with your company; you can also connect clients with specific people within your company based on what is needed. Aspects of this feature that make it especially versatile include being able to add contact and location information, social media handles, a photo, lead information, multiple email addresses, employment information, and a “contact since” date. You can add your contacts manually to the plugin or import them from a tool you are already using.
  • Dashboard – The Jetpack dashboard shows you a quick glimpse of everything you need to know so you can keep up with all the elements of your business transaction and engagements. While you can customize the dashboard to suit your needs, Jetpack automatically gives you an overview of contacts, sales funnels, and revenue.
  • Forms – We all know that collecting information from website guests and customers is important. Use Jetpack to create the forms you need, so your business can be effective and efficient.
  • Invoices – Sure, you can go to Quick Books or Get Harvest to send out invoices, but why go somewhere else when you can do it all from your website?
  • Proposals – No need to use a separate program to write or send a proposal, it’s built into the plugin.
  • Publish from Anywhere – If you combine Jetpack with App, and thus connect with you can use the mobile app to post using any device from anywhere– including via email.
  • Quotes – Need to update a potential client (or existing one) on the cost and projections for a project? Jetpack can do that! Making jetpack even more versatile is the ability to create a reusable template that has the client’s contact info included. Then simply email the quote and the recipient can accept the proposal online.
  • Site Statistics – If you don’t track them, then you can’t change things. Know at a glance what is working and what isn’t by seeing what pages and posts are engaging your site guests the most.
  • Tasks – Need to assign specific jobs for a client(s)? No problem- the Jetpack makes it easy to stay on top of things.
  • Themes – Jetpack offers 100 free professional themes, and 200 additional paid for options.
  • Transactions – Keep up with what’s happening whether on a per customer or per company basis. You can easily view or change a transaction with ease so that you are always aware of an account’s status. The transaction feature integrates with the Client Portal so you can easily tell if full payment has been made or if there is a balance.
  • Uptime Monitoring – For every minute your website is down you are losing money. In fact, a recent study by Gartner found the average cost of IT downtime is $5,600 per minute. With Jetpack you will be notified via email if your site goes down.
  • Videopress – This is a premium feature, but if you plan on using videos on your website, then it worth the price. With Videopress you can easily upload videos to your WordPress site, without adding extra stress or loading time to your website.

These are not all of the features available with Jetpack, but they are definitely enough to make it a valuable plugin for any business. But just in case you are not totally sure, here are a few advantages of using Jetpack.

  1. Jetpack is a single plugin package that contains nearly anything you might need or want to have the ideal website for your company. And, it also “plays well with others” so you don’t have to be overly concerned about other plugins you may be using.
  2. It is easy to do maintenance and updates. And, thanks to the Jetpack dashboard, configuring multiple modules is easier.
  3. You can count on Jetpack because it is developed by Automattic- the same company that developed WordPress.

Jetpack is a great tool for any business website. It is efficient and easy to use and won’t leave you hovering- hoping to land a new client or interact with those you already have. If you are curious how Jetpack could make a difference for your business, be sure to reach out to the Page Progressive web development team. We would love to help you!