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Translation of Stable Readme (latest release): Danish

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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. You have to log in to add a translation. Details
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.
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Jetpack CRM ships with its own form builder, which lets you insert forms into your posts and pages via shortcode forms or iframe forms. For users that need more advanced form features, we offer support for Jetpack Forms out of the box, and have integrations with Contact Form 7 and Gravity Forms via paid CRM extensions. You have to log in to add a translation. Details
Jetpack CRM ships with its own form builder, which lets you insert forms into your posts and pages via shortcode forms or iframe forms. For users that need more advanced form features, we offer support for Jetpack Forms out of the box, and have integrations with Contact Form 7 and Gravity Forms via paid CRM extensions.
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Yes, Jetpack CRM allows you to easily capture leads using our <a href="https://jetpackcrm.com/feature/forms/">lead capture forms</a>. These could be added into posts, pages or widgets - when leads fill them out their information goes straight into the CRM. You have to log in to add a translation. Details
Yes, Jetpack CRM allows you to easily capture leads using our <a href="https://jetpackcrm.com/feature/forms/">lead capture forms</a>. These could be added into posts, pages or widgets - when leads fill them out their information goes straight into the CRM.
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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 <a href="https://jetpackcrm.com/product/stripe-sync/">Stripe Sync</a>, but in this instance we'd recommend using <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce subscriptions</a>. You have to log in to add a translation. Details
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 <a href="https://jetpackcrm.com/product/stripe-sync/">Stripe Sync</a>, but in this instance we'd recommend using <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce subscriptions</a>.
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Bookings: While Jetpack CRM has a useful <a href="https://jetpackcrm.com/feature/tasks/">Task scheduler</a> which can help manage tasks against contacts, we do not have a pure booking layer. For this we recommend using <a href="https://woocommerce.com/">WooCommerce</a> and a WooCommerce bookings plugin, integrated into Jetpack CRM via <a href="https://jetpackcrm.com/woocommerce/">WooSync</a>. You have to log in to add a translation. Details
Bookings: While Jetpack CRM has a useful <a href="https://jetpackcrm.com/feature/tasks/">Task scheduler</a> which can help manage tasks against contacts, we do not have a pure booking layer. For this we recommend using <a href="https://woocommerce.com/">WooCommerce</a> and a WooCommerce bookings plugin, integrated into Jetpack CRM via <a href="https://jetpackcrm.com/woocommerce/">WooSync</a>.
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Yes, Jetpack CRM is actually ideal for using with WooCommerce. You can read more about <a href="https://jetpackcrm.com/woocommerce/">Jetpack as a WooCommerce CRM here</a>. You have to log in to add a translation. Details
Yes, Jetpack CRM is actually ideal for using with WooCommerce. You can read more about <a href="https://jetpackcrm.com/woocommerce/">Jetpack as a WooCommerce CRM here</a>.
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Jetpack CRM allows you to create and manage <a href="https://jetpackcrm.com/feature/quotes">quotes</a>, <a href="https://jetpackcrm.com/feature/invoices/">invoices</a>, and <a href="https://jetpackcrm.com/feature/transactions">transactions</a> 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 <a href="https://jetpackcrm.com/feature/client-portal-2/">client portal</a>, but if you want a fuller ecommerce setup, we recommend using <a href="https://woocommerce.com">WooCommerce</a>, which we integrate with, (it's really great). You have to log in to add a translation. Details
Jetpack CRM allows you to create and manage <a href="https://jetpackcrm.com/feature/quotes">quotes</a>, <a href="https://jetpackcrm.com/feature/invoices/">invoices</a>, and <a href="https://jetpackcrm.com/feature/transactions">transactions</a> 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 <a href="https://jetpackcrm.com/feature/client-portal-2/">client portal</a>, but if you want a fuller ecommerce setup, we recommend using <a href="https://woocommerce.com">WooCommerce</a>, which we integrate with, (it's really great).
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Invoices and transactions can then be assigned to either "Davidsons Ltd." or "Dave Davidson" directly. You have to log in to add a translation. Details
Invoices and transactions can then be assigned to either "Davidsons Ltd." or "Dave Davidson" directly.
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... as part of making or editing this new contact you will be able to assign them to the company made in step 1. You have to log in to add a translation. Details
... as part of making or editing this new contact you will be able to assign them to the company made in step 1.
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For now, this works as follows: You have to log in to add a translation. Details
For now, this works as follows:
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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. You have to log in to add a translation. Details
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.
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Yes, Jetpack CRM has a <a href="https://jetpackcrm.com/feature/b2b-mode/">Business to Business mode</a>. Enabling the B2B CRM Extension adds a "Companies" layer, which lets you have contacts under a company. You have to log in to add a translation. Details
Yes, Jetpack CRM has a <a href="https://jetpackcrm.com/feature/b2b-mode/">Business to Business mode</a>. Enabling the B2B CRM Extension adds a "Companies" layer, which lets you have contacts under a company.
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Most CRM providers allow you to export customer 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 <a href="https://kb.jetpackcrm.com">CRM Knowledgebase</a> for more information, or ask in the forums! You have to log in to add a translation. Details
Most CRM providers allow you to export customer 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 <a href="https://kb.jetpackcrm.com">CRM Knowledgebase</a> for more information, or ask in the forums!
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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 customer data is kept)! You have to log in to add a translation. Details
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 customer data is kept)!
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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 customers. There’s also search for transactions, quotes, invoices, companys, lead forms, and tasks. You have to log in to add a translation. Details
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 customers. There’s also search for transactions, quotes, invoices, companys, lead forms, and tasks.
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