FluentCRM, fantastic offering, but will it become a CRM?
FluentCRM is a fantastic product. The feature set and maturity, like all Fluent / WPManageNinja apps (even when in beta which amazes me). But...it is really not a CRM. To get to that point, I think you really need these functions: Lead Management, Opportunity Management, Sales Pipeline Tracking, Forecasting, Lead Scoring, NBD assignments, Sales team assignments, etc etc
Reporting & Dashboards. Any insights as to when these critical functions come live to move the product from a Marketing Automation Platform to CRM?
You can use FluentCRM in concert with FluentBoards to create a sales pipeline. I'm setting one up now.
William Beem Well... It's a workaround, BUT it's NOT the ideal... I use FB as an improvised sales pipeline in some cases, BUT it's NOT a sales pipeline.
Well, we even use GSheets as sales pipeline... BUT it doesn't mean that it's ideal...
I genuinely hope this year finally NATIVE sales pipeline would be added to FCRM.
Hi Bruce Hafner William Beem as we discussed here :
https://community.wpmanageninja.com/portal/space/fluent-crm/post/fluent-crm-vs-bit-crm
Fluent CRM will soon be a more complete CRM with a sales pipeline (should be released in a few weeks as Shahjahan Jewel said)
I agree with you, until now, FluentCRM has been more of an (and best in class) emailing and marketing automation tool rather than a complete CRM — as it's missing some features like lead management, deals/sales pipeline, company management and contacts organized by company, etc. but Fluent team is working on it :)
Fluent magic coming 😀👍
and the bigger question, will a new Lifetime deal be offered once the CRM native features come on board?
Bruce Hafner No. No LTD for FCRM. It has been said MANY times.
as I posted elsewhere, this should trigger new abilities for the Lifetime Deal. This is just a matter of market....if Bit CRM has a more mature CRM (and offers a Lifetime Deal), Fluent should compete here, lock in a user based with the CRM features, that will cement the brand.