The ultimate way to manage leads: Optin Wheel + Zero BS CRM

We are happy to announce a new integration for WP Optin Wheel: you can now connect your wheels directly with the ultimate CRM tool for WordPress: Zero BS CRM. Here are just a few things both tools can help you with:

  • Capture a wide array of information out-of-the-box
  • Easily manage the leads you have captured through WP Optin Wheel
  • Send targeted email campaigns

Are you ready to put your newly captured leads to good use and make your business grow?

Introducing Zero BS CRM

This amazing tool is the ultimate Customer Relationship Manager for WordPress. The creators are big advocates of the zero-bullshit approach: they want to help you grow your company by allowing you to focus on your customers. This all-inclusive CRM is bound to make your life easier. Stop worrying about missing out on leads and let this CRM organize your leads and customers.

What makes this CRM such a must-have? The creators have made sure their software doesn’t contain any superfluous elements that result in a bloated piece of software. On the other hand, it still contains plenty of useful features. These are a couple of things we love about it:

  • It is a full CRM operated from within your WP admin area (no need to log in to third-party services)
  • No need to create a new WP user for every customer in your CRM
  • Do you have a team? You can create CRM-only team roles (no admin roles necessary
  • The plugin is frequently updated
  • The developers are responsive and ready to help you out with any issues you may experience
  • You can help shape the product by taking part in the ZBS CRM Slack community. The developers listen to suggestions and often tweak their software to suit the users’ preferences.
  • It’s a fast-growing CRM that continuously offers new integrations with third-party software

And, of course, it now works perfectly with WP Optin Wheel, making it ridiculously easy to capture and manage leads with a few clicks!

Leads from WP Optin Wheel directly added to Zero BS

When you use WP Optin Wheel, the connector will send leads directly into your CRM. Once your lead is in Zero BS CRM, you can use all of its features to do some amazing things. Adding the contacts is remarkably simple.

It’s a two-step process:

  • Install and activate the Zero BS CRM Optin Wheel Connector extension
  • Zero BS CRM will appear in the “integrations” tab of Optin Wheel. Click it, choose what status you want to add contacts as, and that’s it!

Funnel leads to a central Zero BS CRM

You can even install your Zero BS CRM on a different website to your WP Optin Wheel plugin and still send have leads appear into your CRM. It is not only very easy to do, but it is also super beneficial if you want to:

  • Capture leads from WP Optin on more than one website (with a single ZBS CRM install)
  • Keep your ZBS CRM separate to your main site, but still want to use it to generate leads

In the screenshot below, you will see that if the Zero BS CRM isn’t installed on your site (but the connector extension is), then WP Optin Wheel Pro asks for your ZBS CRM API credentials so that leads can be sent directly to your CRM. How cool is that?

The result

If one of your visitors decides to spin the wheel, they have to fill out their information (you decide what information is required). Let’s say they fill out the information below and hit “try your luck”:

The result will be that their information is sent straight to the ZBS CRM, and you will have a full overview of your new contact like the one below:

In other words, ZBS CRM tracks the activity and information of your visitors, without any effort on your part!

We are positive that you will love this CRM as much as we do. Now that it’s fully compatible with WP Optin Wheel, why not give it a try? Your visitors will have fun spinning the wheel, and you will be able to effortlessly capture and manage leads. It’s a win-win!

This is what you need to capture more leads from your websites: