Sprout Clients – CRM and Lead Management

April 05, 2024

Sprout Clients – CRM and Lead Management Plugin

Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relati …

Sprout Apps Family
Sprout Clients is a standalone Lead Management plugin and is complimentary to Sprout Invoices, another free business centric plugin from Sprout Apps.

Sprout Clients – Premium WordPress CRM & Lead Management Plugin

The future of Sprout Clients relies on happy customers supporting Sprout Invoices by purchasing upgraded versions. If you like this free version of Sprout Clients please consider purchasing an upgrade.

Create Leads, Sprout Clients

Properly leveraging your contact lists isn’t sending out a single email to the entire list asking for work — instead you need to build business relationships. Managing contacts and customers shouldn’t be a burden, and Sprout Clients wants to make the that entire process easier and less time consuming.

Scheduled Messaging

Write to your leads/clients now and have them delivered later. Meet someone new and want to follow-up in a couple weeks, now there’s no forgetting. Version 2.0

Engagements

Sometimes you meet your clients or create specific engagements. Sprout Clients wants to tie those engagements to your clients for reference and automation. Version 2.0

Relationship Building

The premise of “managing” your contacts is to build relationships. Sprout Clients wants to make the process of building those relationships easier and less time consuming.

Sprout App Integrations with Sprout Invoices

Regardless of this being a standalone app the integration compliments Sprout Invoices very well. Future integrations with Help Scout Desk, and more are planned.

Built the WordPress Way

Plenty of filters and actions allow you to hook into Sprout Clients and alter whatever you’d like or build some awesome features beyond what we have planed for the future.

Awesome Support

The results of our happiness report show people love our support, check it out on the Sprout Invoices page — we strive for happy!

Make sure to review the Sprout Clients features page for more detailed information. As well as the full featured demo.

Support

Priority support is provided with an upgraded version. All free support will provided in the forums.

Installation

  1. Upload plugin folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the ‘Plugins’ menu in WordPress

Screenshots

  1. Easy to use admin page that any WordPress user is familiar with. Modular meta boxes allows you to set your preferred layout. Need more meta? ACF is fully supported.

    Easy to use admin page that any WordPress user is familiar with. Modular meta boxes allows you to set your preferred layout. Need more meta? ACF is fully supported.

  2. All types and status are filterable, even in combination with each other. Support for Advanced Posts Manager allows for saved more advanced functionality.

    All types and status are filterable, even in combination with each other. Support for Advanced Posts Manager allows for saved more advanced functionality.

  3. Updating statues of your leads needs to be easy, future automation is going to help tremendously, otherwise a couple clicks with AJAX saving is speedy.

    Updating statues of your leads needs to be easy, future automation is going to help tremendously, otherwise a couple clicks with AJAX saving is speedy.

FAQ

Please visit [Sprout Apps](https://sproutinvoices.com/sprout-clients/?utm_medium=link&utm_campaign=free&utm_source=wordpress.org).

Changelog

=3.2=
* Update: Updated Freemius SDK

3.1

  • Fix: Bad Activation Link
  • Fix: .live updates to Java

2.2

  • Compat update

2.1.9

  • Update: Resolve an issue with the latest version of WordPress tax queries.

2.1.7

  • Update: Collision prevention

2.1.6

  • FIX: Jetpack compat issue.

2.1.4

  • FIX: Select2 Compat issues with themes and other plugins

2.1.3

  • FIX: ACF Compat issues
  • Update: Compat class

2.0.4

  • FIX: Compat issues

2.0

  • NEW: Engagements (paid version)
  • NEW: Messages (paid version)
  • NEW: Improved categorization
  • NEW: Free version

Details

  • Version: 3.2
  • Active installations: 60
  • WordPress Version: 5.5
  • Tested up to: 6.5.5

Ratings


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