{"id":3605,"date":"2018-11-28T08:23:35","date_gmt":"2018-11-28T11:23:35","guid":{"rendered":"https:\/\/www.idearius.com\/es\/?p=3605"},"modified":"2018-11-28T14:30:40","modified_gmt":"2018-11-28T17:30:40","slug":"15-plugins-gratuitos-de-wordpress-para-crm","status":"publish","type":"post","link":"https:\/\/www.idearius.com\/es\/blog\/15-plugins-gratuitos-de-wordpress-para-crm\/","title":{"rendered":"15 plugins gratuitos de WordPress para CRM"},"content":{"rendered":"<h2>WordPress como CRM<\/h2>\n<p>Desde su creaci\u00f3n en 2003, WordPress ha evolucionado de un sistema b\u00e1sico para la creaci\u00f3n de blogs a una completa plataforma de gesti\u00f3n de los m\u00e1s variados contenidos para satisfacer las m\u00e1s variadas necesidades. Hoy, entre otros fines, tambi\u00e9n <strong>podemos usar WordPress como un sistema para la gesti\u00f3n de las relaciones con clientes (<a href=\"https:\/\/es.wikipedia.org\/wiki\/Customer_relationship_management\">CRM<\/a>, por sus siglas en ingl\u00e9s), ligado a nuestra web.<\/strong><\/p>\n<p>Vinculado con los llamados puntos de contacto, como lo son los formularios de suscripci\u00f3n o solicitud de ayuda, podemos integrar a nuestra estrategia de ventas en un solo paso los datos que recabamos autom\u00e1ticamente, y luego cruzarlos con los que ingresemos manualmente o que importemos de otras fuentes.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"772\" height=\"250\" class=\"aligncenter size-thumbnail wp-image-3615\" src=\"https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01.png\" alt=\"\" srcset=\"https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01.png 772w, https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01-300x97.png 300w, https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01-768x249.png 768w, https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01-220x71.png 220w, https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01-187x61.png 187w, https:\/\/www.idearius.com\/es\/wp-content\/uploads\/img-wpcrm-01-453x147.png 453w\" sizes=\"auto, (max-width: 772px) 100vw, 772px\" \/><!--more--><\/p>\n<h2>Los 15 CRM gratuitos seleccionados<\/h2>\n<p>Debajo listamos 15 CRM disponibles gratis como plugins de WordPress. Por lo general <strong>se basan en modelos \u00abfremium\u00bb, por lo que sus capacidades b\u00e1sicas pueden ser ampliadas comprando versiones m\u00e1s avanzadas o complementos que cubren necesidades espec\u00edficas<\/strong>, como la integraci\u00f3n con sistemas de mercadeo por correo electr\u00f3nico como MailChimp y otros.<\/p>\n<p><strong>Sin entrar en las caracter\u00edsticas de cada uno, para diferenciarlos consideraremos los principales indicadores clave de popularidad, opini\u00f3n y actividad<\/strong>: la cantidad de instalaciones activas a la fecha, la relaci\u00f3n entre la valoraci\u00f3n que le han asignado sus usuarios (estrellas) y la cantidad de estas valoraciones para descartar altas basadas en pocos votos, el porcentaje de solicitudes de asistencia respondidos en el \u00faltimo a\u00f1o, y el tiempo en semanas transcurrido desde la \u00faltima actualizaci\u00f3n a su c\u00f3digo.<\/p>\n<table style=\"width:100%;\">\n<tbody>\n<tr>\n<th>#<\/th>\n<th>nombre<\/th>\n<th>instalaciones activas<\/th>\n<th>relaci\u00f3n votos \/ estrellas<\/th>\n<th>respuestas en el foro<\/th>\n<th>semanas desde actualizaci\u00f3n<\/th>\n<\/tr>\n<tr>\n<td>1<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/erp\/\">WP ERP<\/a><\/td>\n<td>8000<\/td>\n<td>11<\/td>\n<td>45<\/td>\n<td>3<\/td>\n<\/tr>\n<tr>\n<td>2<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/leads\/\">WordPress Leads<\/a><\/td>\n<td>7000<\/td>\n<td>11<\/td>\n<td>0<\/td>\n<td>24<\/td>\n<\/tr>\n<tr>\n<td>3<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/wp-crm\/\">WP-CRM<\/a><\/td>\n<td>4000<\/td>\n<td>7<\/td>\n<td>30<\/td>\n<td>2<\/td>\n<\/tr>\n<tr>\n<td>4<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/agile-crm-lead-management\/\">Agile CRM<\/a><\/td>\n<td>3000<\/td>\n<td>1<\/td>\n<td>0<\/td>\n<td>1<\/td>\n<\/tr>\n<tr>\n<td>5<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/upi-crm-universal-crm-solution\/\">UpiCRM<\/a><\/td>\n<td>2000<\/td>\n<td>7<\/td>\n<td>50<\/td>\n<td>8<\/td>\n<\/tr>\n<tr>\n<td>6<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/zoho-crm-forms\/\">Zoho CRM<\/a><\/td>\n<td>2000<\/td>\n<td>4<\/td>\n<td>33<\/td>\n<td>0<\/td>\n<\/tr>\n<tr>\n<td>7<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/zero-bs-crm\/\">Zero BS CRM<\/a><\/td>\n<td>1000<\/td>\n<td>9<\/td>\n<td>100<\/td>\n<td>0<\/td>\n<\/tr>\n<tr>\n<td>8<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/wp-leads-builder-any-crm\/\">CRM WordPress Leads<\/a><\/td>\n<td>1000<\/td>\n<td>9<\/td>\n<td>50<\/td>\n<td>36<\/td>\n<\/tr>\n<tr>\n<td>9<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/ukuupeople-the-simple-crm\/\">UkuuPeople<\/a><\/td>\n<td>1000<\/td>\n<td>2<\/td>\n<td>0<\/td>\n<td>20<\/td>\n<\/tr>\n<tr>\n<td>10<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/crm-customer-relationship-management-by-vcita\/\">CRM by vCita<\/a><\/td>\n<td>600<\/td>\n<td>1<\/td>\n<td>100<\/td>\n<td>16<\/td>\n<\/tr>\n<tr>\n<td>11<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/wp-crm-system\/\">WP-CRM System<\/a><\/td>\n<td>500<\/td>\n<td>2<\/td>\n<td>100<\/td>\n<td>8<\/td>\n<\/tr>\n<tr>\n<td>12<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/wp-smart-crm-invoices-free\/\">WP smart CRM &amp; Invoices<\/a><\/td>\n<td>300<\/td>\n<td>3<\/td>\n<td>0<\/td>\n<td>3<\/td>\n<\/tr>\n<tr>\n<td>13<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/chamber-dashboard-crm\/\">Chamber Dashboard CRM<\/a><\/td>\n<td>300<\/td>\n<td>0<\/td>\n<td>&#8211;<\/td>\n<td>32<\/td>\n<\/tr>\n<tr>\n<td>14<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/sprout-clients\/\">Sprout Clients<\/a><\/td>\n<td>100<\/td>\n<td>1<\/td>\n<td>&#8211;<\/td>\n<td>8<\/td>\n<\/tr>\n<tr>\n<td>15<\/td>\n<td><a href=\"https:\/\/wordpress.org\/plugins\/dx-sales-crm\/\">DX Sales CRM<\/a><\/td>\n<td>80<\/td>\n<td>1<\/td>\n<td>&#8211;<\/td>\n<td>96<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Opciones de sistemas CRM pagos<\/h2>\n<p>Resta mencionar que tambi\u00e9n existen otros plugins para CRM que son de pago, de variada complejidad y facilidad de integraci\u00f3n con WordPress. <strong>En este momento no mencionaremos estas opciones pagas para mantener el foco en las soluciones m\u00e1s accesibles para las peque\u00f1as y medianas empresas<\/strong> que reci\u00e9n comienzan a explorar estos sistemas.<\/p>\n<p>&nbsp;<\/p>\n<p>[two_third]<br \/>\n[box type=\u00bbshadow\u00bb]<\/p>\n<p>Como parte de nuestros <a href=\"index.php?page_id=8\">servicios web<\/a> y de <a href=\"index.php?page_id=14\">administraci\u00f3n de redes<\/a> podemos asistirle para evaluar e implementar soluciones de gesti\u00f3n empresarial basadas en WordPress.<\/p>\n<p>[\/box]<br \/>\n[\/two_third]<\/p>\n<p>[one_third_last]<a class=\"sendbutton\" href=\"index.php?page_id=2\">Cons\u00faltenos aqu\u00ed<\/a>[\/one_third_last]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>WordPress como CRM Desde su creaci\u00f3n en 2003, WordPress ha evolucionado de un sistema b\u00e1sico para la creaci\u00f3n de blogs a una completa plataforma de gesti\u00f3n de los m\u00e1s variados contenidos para satisfacer las m\u00e1s variadas necesidades. Hoy, entre otros fines, tambi\u00e9n podemos usar WordPress como un sistema para la gesti\u00f3n de las relaciones con [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[10,15],"class_list":["post-3605","post","type-post","status-publish","format-standard","hentry","category-blog","tag-productividad","tag-wordpress"],"modified_by":"Alfonso","_links":{"self":[{"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/posts\/3605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/comments?post=3605"}],"version-history":[{"count":0,"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/posts\/3605\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/media?parent=3605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/categories?post=3605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.idearius.com\/es\/wp-json\/wp\/v2\/tags?post=3605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}