Cultivate CRM Features

Cultivate CRM Features

A WordPress CRM

A WordPress CRM

WordPress owns 60% of the CMS market and 30% of the entire website market (over 74 million sites)! It makes sense for Cultivate CRM™ to run within such a wildly popular platform used by so many business owners. Now you can manage your leads and customers in the same, familiar interface you’re used to. It’s the WordPress CRM you’ve been looking for!

Custom Fields

Custom Fields

Cultivate CRM fully supports custom fields in addition to the default profile fields. Why is this important? Because no business or industry is exactly alike. A network marketing professional might want to record sponsor and rank. An HVAC company might want to record the type of air conditioner and furnace a customer has. With Cultivate CRM you can add as many customized field as you need for your unique needs!

Organize with Groups

Organize with Groups

While custom fields allow you to store business or industry specific information, Cultivate Pods (groups) allow you to segment people based on any criteria. Are you a network marketer and want to group new signups? Or maybe everyone who likes a certain product? With Cultivate CRM you can do it! This allows for streamlined communications that can be niche focused and personal.

Historical Data

Historical Data

Your network marketing business (or other industry) is about people, and people must feel valued. Remembering details about your communications will show that you care. Did you just meet for lunch and need to make notes on the conversation? Skip the post-it notes. Use Cultivate CRM to keep track. You can easily view history on a person-by-person basis. Cultivate CRM will also track automated touchpoints so you know what’s happening with your customers.

Touchpoints & Reminders

Touchpoints & Reminders

If you’re new to CRM lingo, a touchpoint is any way you interact with a customer. An email, text, postcard or in person meeting. These are all touchpoints. With Cultivate CRM you can schedule touchpoints so they are executed automatically and off your to-do list! Or you can set reminders to be alerted to make a phone call or show up for a meeting. No more details falling through the cracks.

Campaigns

Campaigns

Are there tasks you want to perform every time a person gives their email on an opt-in form? Or signs up with your network marketing company? Maybe a series of emails, text messages or even a post card? With Cultivate Campaigns you can automate tasks and to-do items and then easily apply a campaign to groups! No more hand scribbled notes all over your desk. No more “oh no!” moments when you forget something important. With Cultivate CRM you can focus on the day’s work and know relationships are still being nurtured behind the scenes.

Contact Form 7 Integration

Contact Form 7 Integration

As the best CRM for WordPress, we definitely take advantage of the most widely used, FREE contact form plugin: Contact Form 7. You simply assign the CF7 form to Cultivate CRM, associate the fields to Cultivate fields, and you’re done! In a matter of minutes you can have opt-in forms ready to input data directly into your new CRM. It simply doesn’t get easier or cheaper! No need for expensive plugins.

MailChimp Integration

MailChimp Integration

Nobody does emails better than MailChimp. So often a CRM will build their own email system. The resulting tool is clunky and lack-luster. We decided to not reinvent the wheel. You can sync your Pods of people with MailChimp Groups. This allows for efficient maintenance of your list while taking advantage of the sophistication of MailChimp. Read more at CRM that works with MailChimp.

Project Broadcast Integration

Project Broadcast Integration

Email shouldn’t be the only tool in your arsenal. Text marketing is an extremely powerful way to interact with customers. Cultivate integrates with Project Broadcast, one of the leading text messaging services for non-spammy marketing automation via text messaging! With a Cultivate campaign you can tap into the text automation power of Project Broadcast.

CSV Import / Export

CSV Import / Export

Importing and exporting people with your CRM should be a walk in the park. With Cultivate CRM, the ability to export to CSV and import from CSV is built in. It’s your data, and we aim to make it easy for you to use it! Are you a network marketing professional? Create custom fields in Cultivate CRM to correspond with your back office, and then export and import at any time for identical records such as rank, sponsor, monthly ordering volume and more!

Tech Support Available

Tech Support Available

Cultivate is 100% made and supported in America. We represent many years of customer support ranging from desktop to website and SEO. Cultivate comes in two flavors: 1) A standalone plugin with updates and bug fixes and 2) The plugin plus support and training via our private support forum. Either way, this is the CRM for WordPress you’ve been searching for. Read more on our blog!

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