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

作者: Automattic - Jetpack CRM team

説明

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:

  1. eコマースサイト (最高 のWooCommerce CRM、PayPal と Stripe との連携)
  2. エージェンシーとプロのフリーランサー
  3. スタートアップと非営利団体
  4. 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. (It’s also an invoice plugin for 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!

⭐ Jetpack CRM を使いこなす

1. Install this WordPress CRM plugin
2. Step through the guided Welcome Wizard
3. Add your first contact (lead or customer)

Easy CRM’s get used. Easy CRM’s 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).

無料、サポートあり

Did we already tell you Jetpack CRM is free? Well it is.

We support Jetpack CRM, (update it, fix it, love it, refine it), because we use it ourselves everyday.

To that end we’ll keep this updated. Throw us suggestions, grab an extension, or simply use the free Jetpack CRM WordPress CRM plugin to make your businesses better. Tell people. We’re here for win-win business 🙂

P.S. When you do need support, please use this page

Supercharging Jetpack CRM with Optional Extensions

(Jetpack CRM 用の適正価格の追加機能）

We’ve built a few extras for Jetpack CRM, but they’re mostly offering functionality outside the core CRM, so we’ve seperated them into individual “extensions”. These all have some supercharging effect on your CRM, but none are essential.

👉 View all of the CRM Extensions

Jetpack CRM 拡張:

🥼 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 (v4.0+):

We’ve added so much value to our new v4.0 that it’s hard to give you a list of all the features. Here are the main picks, but we suspect that if it’s a no-nonsense feature that makes sense in a CRM (e.g. basics like billing or invoice’s), you might find that it’s just-in-the-box!

  • ⚙️ 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

  • 📅 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

  • 📈 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

  • 🧑‍💻 開発者対応

  • 🧙 Easy Setup

  • 🛡️ Automattic のプロダクト

    • Jetpack CRM は Automattic ファミリーの一員です
    • Superb as a WooCommerce CRM
    • 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”
    • Keep a track of contacts calls or meetings
    • 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
    • Invoice builder with line items, hourly or item rates, email invoices and get paid via client portal!
    • 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

スクリーンショット

  • ダッシュボード
  • 連絡先の管理
  • 連絡先を表示
  • セグメントエディター

インストール

  1. まず、WordPress がインストールされていることを確認します。
  2. 以下の手順でプラグインをインストールします (すでにご存知かもしれません !)。
  3. WordPress の「プラグイン」画面でプラグインを有効化します
  4. 初めてプラグインを起動すると、基本的なセットアップを案内するウェルカムウィザードが表示されます。
  5. Check out our Learn page to get started

For more documentation, please see the CRM knowledge base: https://kb.jetpackcrm.com

WordPress のダッシュボードからの自動インストール

  1. Login to your admin panel
  2. 「プラグイン -> 新規追加」へ移動
  3. Jetpack CRM を検索
  4. Click install and activate, and then follow the Welcome Wizard

WordPress ダッシュボードからの手動インストール

  1. Download the plugin by clicking on the blue ‘Download’ 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
  4. Activate the plugin, and then follow the Welcome Wizard

FTP を使ったインストール

  1. Download the plugin by clicking on the blue ‘Download’ button above. A ZIP file will be downloaded.
  2. ファイルを解凍します。
  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. wp-content/plugins/ にフォルダーをアップロードします。
  5. WordPress のダッシュボードにログインします。
  6. 「プラグイン -> インストール済み」へ移動
  7. Activate the plugin, and then follow the Welcome Wizard

FAQ

Is there any limits to contact or invoice counts in Jetpack CRM?

There are absolutely no limits in Jetpack CRM, apart from the usual ones applied by your host (database size etc.), you can create as many clients or invoices as you’d like!

Jetpack CRM は本当に無料ですか ?

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.

Can I develop on top of Jetpack CRM?

Of course. Please reach out to us via the in-plugin feedback page if you want to, we’ll help you get started, or check out our Developer resources.

CRM の今後のロードマップは ?

v3以降はロードマップを公開していませんが、将来的には公開するかもしれません。将来の拡張機能について、Coming Soon ページで投票できます。

CRM の拡張機能はどこで見ることができますか ?

You can see all the CRM power-ups here: https://jetpackcrm.com/extensions/

Jetpack CRM に連絡先の検索機能はありますか ?

Yes, Jetpack CRM comes with a search feature that allows you to run a customer search, contact search, and then act on it, letting you easily manage contacts. There’s also search for transactions, quotes, invoices, companys, lead forms, and tasks.

なぜ WordPress で独自 CRM をホストするのですか ?

Data privacy, control, extensibility. GDPR compliance. You’re probably already paying for hosting too, so you’ll save there. SaaS has its place, but there’s so much value in hosting your own (e.g. for GDPR rules you need to know where your contacts data is kept)!

How do I get my existing contacts into Jetpack CRM?

The free core is fully integrated with WooCommerce using the built-in WooSync module. It also has a basic CSV Importer which works well and allows you to import contacts and import customer data. You can also use our paid extensions for additional features: CSV Importer Pro, PayPal Sync, or Stripe Sync – these automatically pull up all your contact data (including transactions) and then keep it up to date for you!

If I’ve been using another CRM, can I import all my data into Jetpack CRM?

Most CRM providers allow you to export your contact data in CSV format, which can then be used to upload into Jetpack CRM. The CSV Importer Pro extension can then be used to import contacts and customer data. CRM is a very broad landscape, so each CRM may have different ways of storing data. See our CRM Knowledgebase for more information, or ask in the forums!

Do you have a B2B mode?

Yes, Jetpack CRM has a Business to Business mode. Enabling the B2B CRM Extension adds a “Companies” layer, which lets you have contacts under a company.

How does B2B mode (Companies) work in Jetpack CRM?

Jetpack CRM allows you to manage contacts at companies from within the CRM. This adds a hierarchy to your CRM, letting you add a contact to a company using our contact manager. Currently you can bill (invoice) companies or contacts respectively, but in the future we want to make this much more integrated.

今のところ、次のように動作します。

  1. Make a company (e.g. “Davidsons Ltd.”)
  2. 連絡先を作成します (例: 田中太郎)。

… 新しい連絡先を作成または編集する際に、ステップ1で作成した会社に連絡先を割り当てることができるようになります。

Invoices and transactions can then be assigned to either “Davidsons Ltd.” or “Dave Davidson” directly.

Does Jetpack CRM work as an ecommerce plugin?

Jetpack CRM allows you to create and manage quotes, invoices, and transactions against contacts. While this setup may be used in some senses like an ecommerce platform, really the aim with Jetpack CRM is to effectively manage a contact list, including manually billing them (e.g. getting invoices paid online). This works well, via our client portal, but if you want a fuller ecommerce setup, we recommend using WooCommerce, which we integrate with, (it’s really great).

Can I use this as a WooCommerce CRM?

Yes, Jetpack CRM is actually ideal for using with WooCommerce. You can read more about Jetpack as a WooCommerce CRM here.

Does Jetpack CRM work as a booking / recurring subscription plugin?

Bookings: While Jetpack CRM has a useful Task scheduler which can help manage tasks against contacts, we do not have a pure booking layer. For this we recommend using WooCommerce and a WooCommerce bookings plugin, integrated into Jetpack CRM via WooSync.

Recurring subscriptions: Much as above, you could create an invoice via Jetpack CRM, then make it recur via Stripe and have that synced into Jetpack CRM via Stripe Sync, but in this instance we’d recommend using WooCommerce subscriptions.

Does Jetpack CRM include lead capture forms?

Jetpack CRM では、リードキャプチャフォームを使って簡単にリードをキャプチャすることができます。これらのフォームは、投稿、ページ、ウィジェットに追加することができ、リードがフォームに記入すると、その情報はそのままCRMに入ります。

リードジェネレーションのフォームにはどのようなものがありますか ?

Jetpack CRM には独自のフォームビルダーが同梱されており、ショートコードフォームや iframe フォームを使って、投稿やページにフォームを挿入することができます。より高度なフォーム機能を必要とするユーザーのために、Jetpack Forms をサポートしています。また、有償の CRM エクステンションにより Contact Form 7 や Gravity Forms との統合も可能です。

Can Jetpack CRM help me pay sales commissions?

We occasionally get asked if Jetpack CRM can help calculate and pay sales commissions. We do have some users who are using the CRM for this, but there are no direct features out of the box which will provide this functionality, these users are simply totting up the transactions assigned to contacts based on their ‘owners’ in Jetpack CRM, then paying these commissions manually. We may in future expand our reporting to offer something along the lines of a sales summary per agent.

How do I send email campaigns from Jetpack CRM?

To send out email broadcasts such as newsletters or other email marketing you will need to purchase Jetpack Mail Campaigns, or a bundle which includes it. In short, it’s worth paying for a quality mail sending plugin because it can make the difference between your newsletters being well received, or ending up in the spam box.

Jetpack CRM はどのような自動化やワークフローに対応していますか ?

Jetpack CRM has its own Automations extension which uses Triggers, Conditions, and Actions to automate workflows based on CRM events. This can be used in lead generation, email marketing, or internal business admin. If you have an idea for a workflow or automation you’d like to see, please do submit it as a feature request.

どのようなアドオンがありますか ?

We have over 30 premium extensions available in our CRM extension store. These are totally optional, but supercharge some aspects of the CRM, (e.g. StripeSync automatically pulls in your customer and transaction data from Stripe).

Most users tend to purchase bundles of extensions, which allows them to ‘make their perfect CRM’:

View CRM Bundles

ライセンスキーはいつ必要ですか ?

You can now add your license key into your Jetpack CRM settings page (under ‘CRM License’). This is only required if you wish to use paid extensions. To get started with premium CRM extensions, please visit our extension store.

購入後、新しいライセンスキーと拡張プラグインのダウンロード画面が表示されます。

How do I purchase more than one license?

Jetpack CRM を利用している代理店は多いので、これはよくある質問です。

To get stared please see our bundles page – if you’re likely to need 10~ licenses, the best bet is to get started with the Reseller package. If you want to build up more slowly, please purchase the Entrepreneur bundle and let us know via a support ticket if you would like to add additional licenses to your account.

返金ポリシーは ?

14日以内であれば、面倒な手続きなしで全額返金します。このページでは、詳細と返金の申請方法について説明しています。

評価

Feels like a student project

2023年9月24日 1 reply
The free version is under-featured, and the $200 version is far too dear for what you get. Standalone CRMs and PMs run rings around this. But I wish you luck in developing it into a better tool, and I'll happily return when you do. 

Professional support

2023年9月22日 1 reply
I received great answers to my questions from the support team. thank you for being professional.

Liberation from the overpriced CRM platforms!!

2023年7月26日 1 reply
JETPACK CRM ::: Another GIANT leap toward freedom of the press, free speech, and liberation from the oligarchy that tries to control the media, news agencies, and PR management. Keeping the power in the hands of the people, who take the time to learn the arts and endeavor to care about our planet and future generations, is critical in these times. KUDOS to all who started and continue to support the AUTOMATTIC agenda.

Excellent support

2023年7月22日 1 reply
Had an issue with one of the CRM extensions. Took a little time, but they figured out the conflict. I'm happy and so is my client!

CRM support

2023年5月30日 1 reply
I have several issues using Jetpack CRM but the support team was always ready to help me with suggestions, workaround and even updates of the CRM.Great jobs guys!

Top Notch Support

2023年5月23日 1 reply
We're in the initial stages of setting up Jetpack CRM. We needed some assistance in customizing the standard emails sent out directly to customers. BTW we've purchased The Entrepreneur Pack. We had problems with customizing the design of the default email template and placement of files. Stef and team were extremely supportive in working through the issue and resolving it. The responses to questions, follow ups and checking were timely. This has been an excellent impression as a new user. Nice Job.
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変更履歴

6.1.0 – 2023-07-24

Added

  • Listing pages: Add a new setting that allows listing pages to utilize the full width of the screen

Changed

  • General: indicate full compatibility with the latest version of WordPress, 6.3

Fixed

  • API: Fixed error 200 while saving new api connections
  • Contacts: Fix bug that prevented the creation of contacts WP user for the Client Portal
  • Contacts: Fix Filter options not available on the main contacts listing
  • File Uploads: Fix bug that prevented file uploads from working in environments where the PHP finfo_open function was not available
  • Menu: Improved alignment for items in the menu
  • OAuth/Gmail: Fix to enable sending links and images in the email content, supporting text/plain
  • Segments: Fix bug that prevented dates to be saved in some environments

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