UPDATE
As of the 16th August 2019, Zero BS CRM was acquired by Automattic. We are yet to see if Zero BS CRM will still exist as it’s own brand or will be rebranded to integrated with one of Automattic’s products. Possibly WooCommerce or JetPack.
I updated my final assessment too at the end of the post.
I’ve been looking for a WordPress CRM (customer relationship management) for like forever!
After trying a bunch of WP CRM wannabees without finding the one, I stepped by chance into Zero BS CRM in a Kinsta blog article depicting WordPress based CRM options with Zero BS CRM as the top of the list!
It’s pretty hard to not give it a shot.
The following is what I experienced using Zero BS CRM and why I wouldn’t recommend it if you are looking for a CRM.
From the outside, it looks perfect.
I loved the concept! Having a CRM with the bare minimum felt straightforward and efficient to me. And using it as part of my WordPress environment is even better!
I did a quick check of the features and everything looked good on paper.
It has the kind of features you would expect from an entry-level CRM. Maybe a bit more using the paid extensions.
So, I moved forward and install the free version of the plugin on my website to see how things look like in real-world.
I wasn’t expecting much when I dived into Zero BS CRM. But I was kinda hoping to have something decent to help me find a permanent fix to my CRM needs.
I will spare the chatter and give a quick overview of what makes and breaks this CRM:
When I started to dive deeply into it, I faced a couple of major bugs. I reported some and had to wait a couple of days to see them fixed, and I took care of other fine-tuning myself when I could:
The plugin’s authors, Mike and Woody, looked very responsive, so I decided to move forward and buy the Entrepreneur pack ($200).
I didn’t try them all thoroughly. I just checked the ones that I needed at the time and bailed on the rest when I felt like Zero BS CRM wasn’t for me (yes, it didn’t take me long to make up my mind about it).
I’ll describe my interaction with a couple of core features and paid plugins.
What it does: create quotes and send them to your prospects.
Probably the worst feature of this CRM.
I felt like the workflow was very complicated for something supposed to be a vital feature for any CRM.
You need to create a written quote with all the details you need to share on your proposal. But you can only send a notification or share a direct link to it.
The prospect or customer will have to click the link, and “log in to the CRM” to see the actual quote.
Plus, you can’t attach an itemized estimate, like you would do for an invoice for example. If needed, you need to add them using a regular table.
Using it as it is didn’t make sense for me, so, I switched it off.
What it does: edit and send invoices to your customers
What I like the most is the itemized table to build your invoice. You can:
The following items didn’t work out great for me:
Overall, the invoicing system needs to be a bit refined to be functional.
What it does: adds Paypal/Stripe payments to invoices and track transactions
This extension was the reason why I moved forward and paid for the Entrepreneur pack.
I needed a way to edit invoices and keep track and log payments.
Zero BS CRM was the closest thing I could find on the market doing that. But the real-world application proved to be not-so-production-ready for me.
The major throwback for me was the following:
The payment button is added as a form with the payment information (hidden fields).
This is similar to the limitation I experienced with the quoting system.
Not everyone wants to use a login and password in order to pay an invoice. And I honestly don’t want people to even know that I have a self-hosted CRM somewhere (hackers will be tempted to get in to steal information).
What it does: imports your transaction/contacts history and syncs feature transactions with the right invoices
Before relying on it for production, I decided to run an import for a 3-months worth of transactions and see how things look like.
The importation worked, and all the contacts and transactions were adding to the CRM.
The next step was importing everything since 2015 so I can have all contacts/transactions on my reach.
That particular feature is not implemented yet on the dashboard. So, I had to ask the support service for a fix.
They gave me a long SQL code to execute on the database to reset the Paypal extension and redo the import.
The code worked as intended but a CRM user still needs to have the skillset to use SQL codes to get the job done.
What it does: imports your transaction/contacts history and syncs feature transactions with the right invoices
Gave it a shot. Worked as intended.
What it does: supposed to give you a quick insight about your sales.
I would consider it a good start for a better reporting system. Not as thorough as other CRMs and it’s not personalizable.
I saw a couple of other customers claiming it reports wrong data too. But I guess this is not something hard to fix.
What it does: Integrates the Awesome Support SaaS with the CRM
Crashed. Didn’t dig in as I didn’t really need it.
What it does: export/import different sets of data as CSV format.
I tried to move contacts from one CRM install to another, but the import didn’t work well.
I didn’t spend too much time on it since I was just testing and had only a couple of entries so far.
I assume this should be fixed if reported to the support service.
For me, the limitations related to the invoicing system was the deal breaker. But I feel like the whole thing is not yet ready for production.
From what I’ve seen, Zero BS CRM needs a lot of attention and hacking to get going.
Don’t get me wrong. The support service does whatever they can to address any needs customers express.
But it still needs to be reported, be a major issue or a very demanded feature, and wait till they have time to investigate and confirm, and get a temporary fix or wait till the next update to see it happen.
The team has their own roadmap and priorities which is understandable.
They can’t fix everything when asked or add a personalized feature for individual customers.
When addressing critical code or extensions-related issues, having to wait few days to get something I needed to use right away is unacceptable for a productivity tool.
And the need to manually use SQL or edit PHP files might not be suited to someone without the proper knowledge to carry safely whatever hack needed to be done.
I would say that Zero BS CRM is your best bet if you can’t afford to pay for a real CRM and you need to be tech-savvy to maintain it.
But you’ve got to live with its limits.
Zero BS CRM has a 14 days refund policy on paper. But they leave it to their own discretion to grant the refund.
So, it’s not a guaranteed refund, no question asked, or a guilt-free thing.
If Zero BS CRM didn’t work out for you, or you don’t feel confident to trust it and use it for production, you won’t get a refund!
In my case, for example, I asked for a refund after 10 days of buying the Entrepreneur pack.
It was denied. When I asked why, I got the following response:
So, when I complained about the couple of points I mentioned on the cons earlier, getting a refund wasn’t justified because I was supposed to know how things worked before purchasing.
The problem is you can’t know how a paid plugin can be used unless you purchase it and try it. Unless you are some kind of a nerd-psychic
I later found a blog post on their blog about why Zero BS CRM doesn’t have a live demo for paid extensions without giving an actual reason. So, the idea is to know if their extensions fit your needs with watching an 18 minutes video…
https://www.youtube.com/0HdtOB-XRnM
I didn’t want to argue much. I left them with the $200, which actually cost me $240 due to a surcharge on my end.
Now I’m stuck with a product that I don’t trust for production.
Well, I’m kinda stuck with it.
As I said, there is no way I’ll be using it for production.
I was considering one of the following two options:
But honestly, and after using Plutio for production for a couple of months, Zero BS CRM looks now more like a “Total BS CRM”
I just tossed it on the bin and totally forgot about it.
My entry point to Zero BS CRM was the post on Kinsta’s blog. Which I was a regular to check and trust.
With Zero BS CRM epic fail, I kinda started questioning any post praising a product.
But I found a fix:
Simply ignore ANYTHING that was reviewed “just for testing” and not for production.
Because testing a tool will never match depending on it to help you make things happen.
A lesson that did cost me $240, though.
Automattic’s acquisition doesn’t change any of the above.
At the present time, it’s still a buggy product, and there are better alternatives on the market.
Zero CRM has a good foundation to build a WordPress-centric CRM. And the acquisition cost is far less than trying to lure more established WP CRMs like WP ERP for example.
It is yet to see how things will play out. As I mentioned on the update, we will probably see the Zero CRM brand killed and the CRM feature added to either JetPack or WooCommerce.
