Connect with us

WORDPRESS

8 Best WordPress CRM Plugins (Compared)

Published

on

8 Best WordPress CRM Plugins (Compared)

Are you looking to add a CRM to your WordPress website?

A customer relationship management (CRM) plugin can help you follow up leads, increase sales, and manage interactions with your customers.

In this article, we will share some of the best WordPress CRM plugins.

Best WordPress CRM Plugins

Why Use a WordPress CRM Plugin?

A customer relationship management (CRM) plugin will store the contact details of your customers and prospects, quickly show your previous interactions with them, and help you offer streamlined customer service across your business.

This data can be used by your sales, marketing, and customer service teams to follow up on leads, view purchasing history, and record how your customer’s problems were solved.

A CRM plugin needs to integrate with social media platforms, your lead generation software and email marketing service, and your membership website or online store. It should offer everything you need to manage your customers in one place.

Advertisement

With that being said, let’s take a look at the best WordPress CRM plugins with their pros and cons to help you choose the best tool for your business.

1. HubSpot

HubSpotHubSpot

HubSpot is a comprehensive CRM plugin for WordPress that integrates seamlessly with their marketing, sales, and customer service products. It allows you to capture leads, manage contacts, and track user interactions.

HubSpot CRM comes with built-in tools to collect customer data on your WordPress website and add it to your contacts list. These include forms, email, and live chat.

HubSpot live chatHubSpot live chat

Your data is stored on HubSpot’s cloud platform. It also integrates with more than 300 apps and services, such as email marketing and lead generation software like OptinMonster.

The core HubSpot CRM platform is free and supports unlimited users and unlimited contacts. You can upgrade to a paid plan for more powerful features.

Hubspot is easy to use, and we show you how to add it to your WordPress website step-by-step in our guide on how to add a CRM on your WordPress site and get more leads.

Pros:

  • HubSpot is an easy-to-use CRM.
  • The core HubSpot CRM features are free.
  • With paid plans, you can choose to focus on marketing, sales, or customer service.
  • You can easily embed forms and live chat on your site.

Cons:

  • Beginners may find the plugin has a learning curve.
  • Data is stored on the HubSpot cloud service.

Why we chose HubSpot: HubSpot is the best CRM for small businesses and easily integrates with your WordPress website.

2. FunnelKit Automations

FunnelKit AutomationsFunnelKit Automations

FunnelKit Automations is a powerful CRM and marketing automation tool for WordPress websites and WooCommerce stores.

You can use it to see every detail about your customers, including their name, email, gender, geographical location, tags, lists, and more. You can also see the details of their past history on your website or online store, including their purchase history.

Advertisement

The plugin’s strength lies in automation. You can also use its visual automation builder to automate targeted email and SMS campaigns, create subscription reminders, send automated coupons, and much more.

FunnelKit new automationsFunnelKit new automations

Pros:

  • In-depth contact profiles show all client information in one place.
  • It allows you to automate your WooCommerce store, including emails and SMS messages.
  • FunnelKit Automations has advanced features like analytics, revenue tracking, and A/B testing.
  • It has integrations with popular apps and plugins.

Cons:

  • Beginners will find there is a learning curve.
  • It is more expensive than most CMS solutions.

Why we chose FunnelKit Automations: Funnelkit Automations is one of the best marketing automation platforms for WooCommerce. Its contact profiles give you easy access to customer details and purchase history.

3. Freshsales CRM

Freshsales CRMFreshsales CRM

Freshsales CRM is a popular and affordable CRM with a sales-oriented approach. It has a scoring feature that helps you prioritize and personalize customer engagement.

Its dashboard gives you instant access to customer data, including reports, activities, phone calls, emails, and contact details.

Other features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and integrations with popular third-party services.

Freshsales also lets you automate your work to save you time. This lets you automatically assign leads, send emails, add tasks, create reminders, and much more. It can also save time by automatically filling in extra details based on social and publicly listed information.

You can find the Freshsales Integration plugin in the WordPress Plugin Directory. It allows you to sync contacts and leads, embed forms, track website activity, and receive notifications.

Pros:

Advertisement
  • Affordable and easy to use.
  • The scoring system helps you prioritize leads.
  • Automation features save you time.
  • Inexpensive and offers a 21-day free trial.

Cons:

  • Offers less customization than other CRMs.
  • Offers fewer integrations than some other CRMs.

Why we chose Freshsales CRM: Freshsales CRM has a sales-oriented approach. It helps you prioritize your leads and saves time by offering automation and automatic data entry.

4. Brevo (Formerly Sendinblue)

Brevo Home PageBrevo Home Page

Brevo, formerly known as Sendinblue, is a popular email marketing service. It offers CRM features like contact management with custom fields, contact tracking, lead scoring, and transactional email logs. It can also integrate with other CRM products.

The company also offers a free WooCommerce CRM plugin in the official WordPress Plugin Directory. This will automatically sync your WooCommerce customer data with Brevo so you can improve customer service for your store using a single tool.

Once your online store data has been synced, you will be able to better manage your customers and their orders, create effective email and SMS campaigns, and track how many emails were delivered, opened, and clicked on.

Pros:

  • Its limited CRM features can do all you need if email marketing is your focus.
  • You can set up automated workflows to increase conversions in your store.
  • Brevo’s free plan allows you to create unlimited contacts and send up to 300 emails per day.
  • The Brevo plugin for WooCommerce is free.

Cons:

  • Its CRM features are more limited than other CRM solutions.
  • Plugin integration is only for WooCommerce stores, not general WordPress websites.
  • You depend on Brevo’s platform, so any downtime may affect your campaigns.

Why we chose Brevo: Brevo is one of the best email marketing services and will provide all the CRM features you need for email marketing. The free WordPress plugin also allows you to instantly sync the customers in your WooCommerce store.

5. Pipedrive CRM

Pipedrive CRMPipedrive CRM

Pipedrive CRM is another sales-driven CRM plugin for businesses. It lets you manage your sales pipeline management using an intuitive interface that gives you quick access to all the information you need.

It is tailored for sales teams and offers functions such as sales reporting, precise activity tracking, advanced contact information, customizable pipelines, sales forecasting, and seamless email integration.

In addition, it offers plenty of integration options, enabling you to link your CRM with your existing services.

You can find the LeadBooster Chatbot by Pipedrive plugin in the WordPress Plugin Directory. It is a chatbot plugin that captures visitors to your WordPress website and turns them from qualified leads into deals in your Pipedrive CRM account.

Advertisement

Pros:

  • Intuitive interface.
  • Monitors your sales performance and conversion rates.
  • Tracks customer communication.
  • Automate repetitive tasks.
  • Affordable pricing.

Cons:

  • Its advanced reporting and automation capabilities are more limited than other CRMs.
  • Some advanced features have a steep learning curve

Why we chose Pipedrive CRM: Pipedrive CRM is an affordable customer relations solution for sales teams.

6. GreenRope CRM

GreenRope CRMGreenRope CRM

GreenRope CRM is a multi-purpose CRM designed for teams. It allows your sales and marketing, customer service, and operations departments to all use a single platform when dealing with your customers.

It integrates CRM, email marketing, automation, social media, project management, and more into a single flexible system.

The CRM also offers features that allow you to automate customer communication, prioritize your leads, track deals, and monitor social engagement.

You can find the GreenRope Analytics WordPress CRM plugin in the WordPress Plugin Directory. It lets you track your WordPress site visitors within your GreenRope account.

Pros:

  • A single tool can meet the needs of your sales, marketing, and support teams.
  • Additional features include project management, lead scoring, and event management.
  • It is highly customizable.

Cons:

  • This tool fills multiple purposes, so it has a learning curve.
  • It is more expensive than some CRM solutions.

Why we chose GreenRope CRM: GreenRope CRM is a flexible CRM tool that can meet the needs of multiple multiple departments in your business or online store.

7. FluentCRM

FluentCRMFluentCRM

FluentCRM is a self-hosted CRM and email automation plugin for WordPress. Unlike many other CRM solutions that store their data in their own cloud services, all FluentCRM data belongs to you and is stored in your WordPress database.

This plugin is easy to set up, and beginners will enjoy its user-friendly dashboard. It lets you track important customer information such as purchase history, form submissions, and their open email rate and click rate.

Advertisement

FluentCRM is compatible with many popular WordPress plugins, including Easy Digital Downloads, MemberPress, and LearnDash.

You can find FluentCRM’s Email Marketing, Newsletter, Email Automation and CRM plugin in the WordPress Plugin Directory. It allows you to sync your contacts, automate emails and create email campaigns, track your website activity, and more.

Pros:

  • Stores its data in your WordPress database.
  • Fast performance.
  • Also offers email automation.
  • You can get started for free.

Cons:

  • Paid plans cost more than some other CRMs.

Why we chose FluentCRM: FluentCRM is an easy-to-use WordPress CRM plugin that can also track and automate your email campaigns. All of its data is stored in WordPress, so you don’t have to rely on third-party cloud services.

8. WP-CRM System

WP-CRM SystemWP-CRM System

WP-CRM System is a free WordPress CRM plugin designed for freelancers and small business owners. It provides basic CRM functionality for WordPress websites, such as managing contacts, tracking communication history, and assigning tasks.

Like FluentCRM, WP-CRM stores all of its data in your WordPress database. This means that you own all of your data and don’t depend on another company to keep your data accessible.

WP-CRM System ExtensionsWP-CRM System Extensions

You can also purchase extensions to add new features such as custom fields and integrations.

Pros:

  • User-friendly and easy to navigate.
  • Data is stored on your WordPress website, not a third-party cloud service.
  • The free plugin will meet the needs of many freelancers and small businesses.

Cons:

  • Limited advanced features.
  • The cost of paid extensions can add up.

Why we chose WP-CRM System: WP-CRM System is the best free CRM plugin for WordPress. The basic plugin will meet the needs of many small businesses, and you can purchase extensions to add custom fields and integrations as you need them.

What Is the Best WordPress CRM Plugin?

In our expert opinion, we believe that HubSpot is the best WordPress CRM plugin. It’s easy to use, offers the most important features, and the core plugin is free.

Advertisement

On the other hand, if you have a WooCommerce store and need a CRM with eCommerce-focused marketing automation, then you should also look at FunnelKit Automations. It’s powerful, can help you grow your overall sales, and is worth every penny.

However, if you are looking for a completely sales-focused CRM, then we also recommend using Freshsales CRM or Pipedrive CRM because they are sales-driven and can help you automate your sales processes.

FAQs About CRM Plugins for WordPress

Do you still have questions? Here are answers to some of the most common questions we are asked about WordPress CRM plugins.

Is WordPress a CRM or CMS?

WordPress is a CMS, or content management system. It lets you build and manage your website and all its content.

However, WordPress is a very flexible platform that can be used for many purposes.

Advertisement

You can easily install a WordPress plugin to add the features you need to use your website for customer relationship management (CRM).

What is a WordPress CRM plugin?

A WordPress CRM plugin is an add-on that puts customer relationship management functionality directly into a WordPress website. It allows users to manage leads, contacts, and customer interactions within the WordPress dashboard.

Do you need a CRM plugin for your WordPress site?

Whether you need a CRM plugin depends on your business goals and the level of customer relationship management required. If you interact with leads or customers frequently, then a CRM plugin can help organize and streamline these interactions.

What features should you look for in a WordPress CRM plugin?

Advertisement

Important features to look for in a CRM include contact management, lead tracking, email integration, task management, reporting and analytics, customization options, and integration with other tools and platforms.

However, the features you need will vary depending on your specific requirements, the size of your team, the number of customers you need to deal with, and the type of business you are running.

Expert WordPress Guides for Customer Service

Now that you have learned about the best WordPress CRM plugins, you may like to see some of our other guides on customer service:

We hope this tutorial helped you find the best WordPress CRM plugins. You may also want to see our guide on how to increase your blog traffic or our expert picks for the best WordPress help desk plugins for customer support.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



Source link

Advertisement
Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address

WORDPRESS

10 Best Technical Documentation Software for WordPress

Published

on

By

10 Best Technical Documentation Software for WordPress

Are you looking for the best technical documentation software for WordPress?

Technical documentation software helps you easily write, edit, and manage documentation inside WordPress. This enables users to get the information they need without asking for support and helps you reduce support queries.

In this article, we’ll show the best technical documentation software for WordPress that you can use for your business.

Comparing the best technical documentation software for WordPress

Why Use Technical Documentation Software for WordPress?

According to Harvard Business Review, over 81% of customers try to take care of issues themselves before contacting a support representative.

If customers cannot find quick answers to their basic questions, they are likelier to leave a negative review, ask for a refund, or find an alternative.

By using technical documentation software, you can provide your customers with the information they need without reaching out for technical support via contact form or phone support.

Advertisement
Technical documentation on a WordPress based businessTechnical documentation on a WordPress based business

The following are some of the top reasons for using technical documentation software for your business:

1. Saves You Time + Money: With a handy documentation section, your support team spends less time answering the same questions repeatedly. Many customers find answers before even opening a support ticket. By being more efficient, you can keep your support team small and save money.

2. Improves Customer Satisfaction: Getting quick answers makes your customers happy. It also gives them the satisfaction that they can find reliable information when needed.

3. Builds Trust and Brand Loyalty: Satisfied customers are likelier to leave positive reviews about your business and recommend it to others. This trust leads them to buy more products from your business in the future.

4. Adds a 24/7 Support Rockstar to Your Team: Think of technical documentation as a support team member who works 24/7 at no additional cost to your business. It is always available, other team members can use it frequently, and you can always add new information to it.

How to Add Technical Documentation in WordPress

A WordPress website comes with two common content types: posts and pages.

Posts are published in reverse chronological order, making them less than ideal candidates for technical documentation articles. Pages are standalone content types and can be used to create technical documentation.

Advertisement

However, ideally, they are best suited for your business pages (services, storefront, about page, landing pages, and more).

This is where technical documentation software for WordPress comes in handy.

These tools are separate plugins or themes that add a Knowledge Base or Documentation content type to your WordPress website.

Among these tools, you can choose from several excellent options.

That being said, let’s look at the best technical documentation software you can use in WordPress.

1. Heroic Knowledge Base

Heroic Knowledge BaseHeroic Knowledge Base

Heroic Knowledge Base is the best WordPress technical documentation software on the market.

It allows you to easily add technical documentation in WordPress and sort it into categories and tags. There is no complicated setup involved.

Advertisement

The front end displays your documentation in an easy-to-browse layout with a prominent search bar at the top. You don’t need to write any code to get it working on your website.

Heroic Knowledge Base previewHeroic Knowledge Base preview

The live search feature uses Ajax to show answers when users start typing. This helps your customers get to the answers much faster.

Most importantly, it works with any WordPress theme and will use its own custom templates to display the knowledge base area. This is perfect if you want to use it on your business website.

Heroic Knowledge Base also comes with a support assistant bot, which appears across your website and provides instant answers when users click it.

Heroic Knowledge Base support assistantHeroic Knowledge Base support assistant

Want to know what your customers are struggling with? Heroic Knowledge base comes with analytics to help you gain insights into user behavior.

Pros of Using Heroic Knowledge Base

  • Easy to use without any complicated setup.
  • It works with any WordPress theme and can be used on an existing WordPress website.
  • The live search feature helps users find articles more quickly.
  • Built-in analytics allow you to track which parts of the documentation are accessed by more users, providing insights into improving your products.
  • Includes a support assistant bot to help users quickly find answers

Cons of Using Heroic Knowledge Base

  • It is a paid plugin with no free version. However, they do offer a 14-day risk-free money-back guarantee.
  • License renews at regular pricing, which is a bit high. However, you can choose to cancel your subscription and keep the plugin.

Why We Chose Heroic Knowledge Base: Heroic Knowledgebase is the most comprehensive and easy-to-use technical documentation software for WordPress. It works with any WordPress theme, which means it can be easily used on your existing WordPress website.

We already use it for the documentation hub on the WPForms website, and our documentation team loves it.

Pricing: Starting from $149.50.

Advertisement

2. Groove

GrooveHQGrooveHQ

Groove is a powerful customer support platform that combines a knowledge base, a help desk, and live chat into one solution.

It is easy to use, and you can use it under your own domain name.

It comes with an easy design tool that allows you to choose your brand colors and upload a logo. Plus, the knowledge base pages look great on all devices and screen sizes.

Groove Knowledge Base also provides valuable insights such as article performance metrics, most searched terms, and most viewed articles. It can even make article suggestions.

Pros of Using Groove

  • Easy to use and manage.
  • Requires no special skills.
  • It can be used alongside Goove’s customer support platform with shared inboxes, live chat, and help desk software.
  • Help icon on every page, allowing users to quickly search the knowledge base and seamlessly transition to customer support.
  • Customizable mobile-friendly themes.

Cons of Using Groove

  • It can be a little more expensive than some software on the list.
  • Data is stored on Groove servers instead of your WordPress website.

Why We Chose Groove: Technical documentation is where a customer’s support interaction begins, and they may need further help. This is where Groove can help you seamlessly transfer customers to support inboxes or live chat.

In our experience with Groove, we like its ease of use, simple interface, and self-serve widget, and how it easily integrates into every page of your website.

Pricing: Starting from $4.80 per user per month.

Advertisement

3. KnowAll

KnowallKnowall

KnowAll is the best WordPress knowledge base theme on the market. It comes with the best WordPress technical documentation plugin called Heroic Knowledgebase.

It is the perfect solution if you are building a separate website to handle support for your business. In that case, you can use KnowAll to set up a fully functional documentation center instantly.

KnowAll PreviewKnowAll Preview

Pros of Using KnowAll

  • Suitable if you want to make a separate website for support and documentation.
  • You can customize it like any other WordPress theme.
  • As a classic theme, it supports the Theme Customizer, widgets, and navigation menus.
  • Comes with Heroic Knowledgebase blocks, which you can use anywhere on your site.

Cons of Using KnowAll

  • It is a WordPress theme, so it wouldn’t be a good solution on a site where you are already using a different theme.

Why We Chose KnowAll: Some businesses may want to set up a separate WordPress site for support documentation. In that case, KnowAll is a ready-to-go solution that provides everything they need. Plus, it comes free with the Heroic Knowledge Base plugin, which, as mentioned, is the best technical documentation software for WordPress.

Pricing: Free with Heroic Knowledge Base plugin, starting from $149.50.

4. BetterDocs

Better DocsBetter Docs

BetterDocs stands out as a reliable WordPress knowledge base plugin, offering a blend of user-friendliness and extensive features.

It comes with pre-designed knowledge base templates tailored to work with any WordPress theme. It also integrates with popular WordPress page builders through additional widgets.

Pros of using BetterDocs

  • A simple and easy-to-use technical documentation plugin for WordPress, suitable for beginners and experts alike.
  • Includes pre-designed templates to work with any WordPress theme.
  • It comes with additional widgets that can be used with page builder plugins.

Cons of using BetterDocs

  • Using it with your existing WordPress theme may require some additional tweaks.

Why We Chose BetterDocs: We found BetterDocs to be a great tool for creating technical documentation in WordPress. It is easy to use and makes it easy for your users to find the answers using an excellent live search feature.

Pricing: Starting from $55 for a single site license.

5. weDocs

weDocsweDocs

weDocs is another powerful solution for creating technical documentation in WordPress. It is easy to use and allows you to add a docs section to your existing website or a separate support website.

It includes a search feature and allows you to organize documentation in a hierarchical format. You can also use tags to sort articles into topics and subtopics. You can also sort articles with a drag-and-drop interface.

Advertisement

Pros of Using weDocs

  • It works with existing WordPress websites and can also be used on a standalone support website.
  • It lets you organize documentation in a hierarchical format. Plus, you can use tags to sort articles into topics.
  • It has a drag-and-drop interface to organize documentation pages.
  • Comes with an AI assistant built with ChatGPT to show relevant information automatically.

Cons of Using weDocs

  • It does not come with a separate theme but has built-in templates to work with any WordPress theme. This may require a little bit of tweaking, but nothing too tricky.

Why We Chose weDocs: It is a good option if you want to organize documentation in hierarchical pages. The drag-and-drop organizer allows you to easily set up documentation architecture.

Pricing: The base plugin is available for free. Pro plans start at $47 / year.

6. Echo Knowledge Base

Echo Knowledge BaseEcho Knowledge Base

Echo Knowledge Base makes creating and managing documentation, FAQs, and articles easy and organized.

It has a user-friendly interface, and you can easily add, edit, and organize your content without technical know-how.

Pros of Using Echo Knowledge Base

  • Allows you to organize support articles with categories and tags.
  • You can use AI assistance to help write and answer questions.
  • It includes multiple layout styles and shortcodes to add FAQs and support content across your website.

Cons of Using Echo Knowledge Base

  • A little less beginner-friendly than other solutions on the list.
  • The base free plugin doesn’t have good search experience. You’ll need to buy a paid add-on separately to add advanced search.

Why We Chose Echo Knowledge Base: If you are looking for a free solution, then Echo Knowledge Base can be a good option. It provides a good base to add documentation and you can always purchase a bundle to add more features if needed.

Pricing: The base plugin is free. You can buy add-on packs starting from $46 / year.

7. BasePress

BasePressBasePress

BasePress is another simpler and easy-to-use plugin that helps you create professional-looking documentation pages and a knowledge base for your website.

It has three customizable themes, allowing you to create a visually appealing support center with minimal effort.

Advertisement

The advanced instant search bar helps users find answers quickly, while the drag-and-drop interface makes organizing articles into sections, categories, and tags easy.

Pros of Using BasePress

  • It allows you to create multiple knowledge bases.
  • Comes with article voting and analytics.
  • Content restriction lets you choose who has access to documentation.
  • Instant search lets users find answers quickly, you can add the search bar anywhere on your site using a shortcode.

Cons of Using BasePress

  • The built-in templates may require some tweaking to work alongside your existing WordPress theme.
  • Features like article voting, an advanced search bar, table of contents, etc. are available under paid plans.

Why We Chose BasePress: If you are looking for a basic free technical documentation plugin, then BasePress could be a good solution. However, if you need the features available in its premium version, you should compare it with other paid solutions on this list.

Pricing: The lite plugin is free. Pro plans start at $79 / year.

8. HelpCrunch

HelpCrunchHelpCrunch

HelpCrunch is a multi-purpose WordPress technical documentation plugin that allows you to easily create a support website for your customers.

It allows you to organize your help documents into categories and tags easily. It also has a more accessible customizer that lets you choose the theme and background colors for your docs section.

Pros of Using HelpCrunch

  • Offers a multi-channel customer support software with chat, email, and technical docs.
  • Supports popular messaging apps like Facebook Messenger, WhatsApp, and Instagram to chat with customers.
  • AI-powered live chat assistant helps customers find answers more quickly.

Cons of Using HelpCrunch

  • It is a multi-channel, full-fledged customer support platform with email marketing, live chat support, and a knowledge base. If you are just looking for technical documentation software, this might be overkill.
  • A bit pricier than other solutions on the list.

Why We Chose HelpCrunch: If you are looking for a knowledge base with built-in live chat support, then HelpCrunch can be a good solution for your business. It offers multiple ways for customers to seek help, which ensures customers can get the information they need.

Pricing: Starting from $12 monthly for each team member without emails.

Advertisement

9. VS Knowledge Base

VS Knowledge BaseVS Knowledge Base

VS Knowledge Base is a very simple knowledge base plugin for WordPress. It is suitable for advanced users adding documentation on a separate WordPress installation in a subfolder or subdomain.

It does not come with its own knowledge base content type but can be used with any other content type, like posts or pages.

Pros of Using VS Knowledge Base

  • Extremely simple and straightforward solution to create technical documentation in WordPress.
  • Use shortcodes or VS Knowledge Base widget to display documentation.
  • Works with any WordPress theme.

Cons of Using VS Knowledge Base

  • Since it does not use a separate content type for knowledge base articles, it will not be easy to use on an existing WordPress website.
  • It lacks advanced features that many other solutions on this list offer.

Why We Chose VS Knowledge Base: For businesses that want to set up a separate WordPress install on a dedicated support site, VS Knowledge Base can be a very basic and simple solution.

Pricing: Free.

10. BSF Docs

BSF DocsBSF Docs

BSF Docs is a lightweight WordPress documentation plugin. It comes with a Docs content type for adding technical documentation articles.

It offers a very basic set of features which makes it quite easy to use. There is not much for you to customize, and you can just start adding your documentation.

Pros of Using BSF Docs

  • A lightweight technical documentation plugin that is super simplistic by design.
  • Comes with a basic template to display technical documentation sorted by categories.
  • You can create documentation articles using the Docs content type or posts/pages.

Cons of Using BSF Docs

  • Lacks many of the features that are available in some other solutions on this list.
  • The default templating works with most WordPress themes, but you may still need some customization.

Why We Chose BSF Docs: If you need a free plugin to create and manage your technical documentation, BSF Docs is a good solution. It includes a very helpful live search feature and works quite well with any WordPress theme.

Pricing: Free.

Advertisement

Bonus Tools

Adding technical documentation alone would help reduce support requests. However, you may need additional tools to ensure your customers get the best support possible.

Combining your documentation with the following tools will help you create a robust customer support system.

11. Heroic Inbox

Heroic InboxHeroic Inbox

Heroic Inbox is a WordPress helpdesk and customer support plugin from the makers of KnowAll and Heroic Knowledge Base plugins.

It allows you to manage all customer support emails and tickets inside WordPress. You can create multiple mailboxes for support, sales, partnerships, and more from the same dashboard.

With built-in user management, you can assign different mailboxes to different team members and route customer emails to the right team.

Team members can add notes only visible to your team to share information and coordinate responses.

It also pulls all customer information in the sidebar next to a conversation. You can see past support requests and customer activity when answering a ticket.

Advertisement

Pricing: Starts at $199.50 for the standalone plugin. However, the real value comes with their bundle package, starting at $299.50, and includes Heroic Knowledge Base.

12. WPForms

WPFormsWPForms

WPForms is the best WordPress form builder on the market. It allows you to create forms in WordPress, including customer support forms, feedback forms, survey polls, and more.

WPForms lets you easily allow your customers various options to contact and provide feedback. This helps you make data-driven decisions, leading to more customer satisfaction.

WPForms is a no-code solution and comes with a drag-and-drop form builder. It includes over 1600 templates for all kinds of forms your small business might need.

Pricing: Starting from $49.50. There is also a free version that you can try.

13. Nextiva

Nextiva help deskNextiva help desk

Nextiva is the best business phone service provider for small businesses. Adding a business phone number to your website gives your business credibility and gives customers an extra channel to reach out if they need help.

Nextiva allows you to share a number on multiple devices. It includes intelligent routing features to send calls to the available team members automatically.

Plus, you can choose phone numbers in different states or regions or even get a toll-free number for business.

Advertisement

Pricing: Starting at $14.95 /user/month.

14. LiveChat

LiveChatLiveChat

LiveChat is the best live chat support software on the market.

A recent study by Kayako showed that more than 41% of customers prefer live chat to reach out for support.

LiveChat allows you to add live chat support to your WordPress website easily. It offers easy integration with any knowledge base software you are using.

Plus, it helps you capture leads on your website, which you can then convert into paying customers.

Pricing: Starting from $20 per month per agent.

Which Is the Best Technical Documentation Software for WordPress?

Heroic Knowledge Base is the best technical documentation software for WordPress. It is easy to use, does not require writing any code, and can be used with your existing WordPress website or WooCommerce store.

Advertisement

Plus, it gives you access to the KnowAll theme, which makes it even easier to create a customer support website without any modifications to your existing WordPress theme.

Not to mention that the same company offers Heroic Inbox, which lets you manage customer support right there in WordPress instead of paying third-party companies to handle email support tickets.

Frequently Asked Questions About Technical Documentation Software

1. Which software should you use to write technical documentation?

You can write technical documentation using software like Heroic Knowledge Base. This allows you to create, edit, organize, and update technical documentation easily.

2. What are some good examples of technical documentation?

You can look at the technical documentation at WPForms as an excellent example. You may also find examples in your industry or business niche and see how your competitors or similar businesses have managed their documentation and resources.

Advertisement

We hope this article helped you find the best technical documentation software for WordPress. You may also want to see our guide on using automation in WooCommerce to increase sales or see our guide on tracking conversions in WordPress / WooCommerce.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

WORDPRESS

Our CloudFest Hackathon Report – WordPress.com News

Published

on

By

Our CloudFest Hackathon Report – WordPress.com News

With WordPress today you need to use custom code or a plugin to create a custom post type like “Book” or “Member.” This is a popular need, and there are a variety of approaches; however, one challenge is that the end-user experience can be confusing and non-standardized.

A few weeks ago, some Automatticians and I went to the 7th CloudFest Hackathon in Rust, Germany to explore a solution for this. We started hacking on a deeply nerdy project, JSON Schema forms and fields, and ended up with a fascinating approach to an age-old question: What if you could register custom post types and custom fields directly in the WordPress admin?

Forty-eight hours turns an idea into reality

The CloudFest Hackathon is an event that allows developers from around the globe to take ideas and turn them into realities.

During the Hackathon, teams of developers from various content management systems and hosting companies come together to contribute to projects that align with the core principles of the event: the projects must be not-for-profit, interoperable, and open source.

Last year, we worked on a project that allowed us to embed WordPress directly in VS Code. We built the WordPress Playground VS Code extension on top of WordPress Playground. It uses WebAssembly to run WordPress entirely within the browser, and it turned out pretty darn slick

Advertisement

This year, we focused on a JSON Schema Field/Form Renderer. While most of us explored using JSON Schema to dynamically register admin forms and fields, Dennis Snell and Adam Zieliński decided to take the project one step further! They hacked together a plugin that introduced the ability to register custom post types and custom fields directly from the WordPress admin. More notably, everything happens within the block editor—you have to see it to believe it:

This work poses some interesting possibilities for custom post type and custom field implementation because it could fundamentally change the way low- to no-code WordPress users modify their sites.

Naturally, I took the idea to Twitter/X:

I got quite a range of responses, ranging from “Heck Yes! It should have already been a core feature now. Such an integral part of every other site” to “Admin should only be for content and user management. Everything else should be configured in code and version controllable.”

So why the range in responses? Let’s discuss.

Advertisement

It turned out to be pretty simple

Dennis and Adam built our prototype using the following conventions:

  • A custom post type wp_data_type holds templates for user-defined data types.
  • The title of a post in the wp_data_type defines the name of the new data type. The post itself is the rendering template and comprises any set of normal blocks. Names are given to select block attributes within the post, and these names are mapped into the data type.
  • When creating new posts for the given data type, the locked template is copied from the wp_data_type template, and the block attribute annotations are preserved.
  • Finally, when rendering the wp_data_type template, the attributes are pulled from the individual post of the given data type and spliced into the template.

The fascinating idea is that we don’t have to think about form fields; blocks already provide a rendering view and a modal editing experience. We can rely on the fundamental way blocks work and use the very same user experience to create custom data types in a way that users are already familiar with when editing a post or a site.

We can provide JSON-LD markup properties to the block editor using our Custom Fields Names block settings.

Custom post types define custom data types, so we use a template to not only define the data type, but also to provide a default rendering template. Each data attribute within a post type has a field where it’s possible to define that field with its JSON-LD property. 

For example, say you had a “Book” custom post type. A few JSON-LD properties you could define using custom fields are:

  • description
  • copyrightYear
  • author
  • bookEdition
  • bookFormat
  • isbn
  • numberOfPages

We also chose to store a copy of each block attribute in the JSON attributes for that block. Since WordPress can now provide a post-to-JSON function, which merges the extracted attributes with the names assigned in the custom post type template, that template may have changed since the custom post was created. This means that no database migrations are necessary to render an updated version of a post.

The best part? The WordPress infrastructure that already exists (aka Gutenberg!) defines the data type. Because these custom posts are normal posts, and because they adopt the locked template for the data type definition, they are, in fact, renderable on their own! Even if the template has been updated and only the post itself is rendered, it will still display a meaningful representation of the data type as it was when it was created.

While our original Hackathon project was tailored towards developers and UX designers who would love to see a forms and fields API in WordPress, this prototype puts more power in the hands of low- to no-code WordPress users.

It also opens up a world of possibilities for providing a rendering view for any structured data. Imagine uploading a CSV and mapping the column names to block attributes, or connecting to a database or JSON API to map the records in the same way. 

Advertisement

For example, if you had a CSV with business names, addresses, a rating, and a description, we could take that template post and insert a map block, a heading block, a star rating block, and a paragraph block and set the attributes to map to the CSV columns. It’s essentially an instant structured data renderer!

But even if we can define custom post types and fields in the editor, should we, as a WordPress community, consider adding it to core?

The existential question: Should it exist?

Adding this kind of functionality into WordPress core could open up a ton of opportunities for the average WordPress user. Instead of needing to get a developer involved to add a custom post type to their site, a user could simply do it themselves and define the necessary fields and structured data attributes. 

On the other hand, allowing everyday users, who may not have a full grasp of how custom post types and structured data should work, free reign to create these data types themselves could have detrimental effects on the user experience of their websites. Clunky or incorrect implementation of structured data markup could also cause issues with how search engines crawl these sites, causing unintended negative impacts to search traffic.

Not only that, but as of right now, if a custom post type is accidentally deleted, all of the content posted to that custom post type will no longer be accessible through the admin (even though it will still be stored in the database). The user could think they “lost” their data.

Let’s talk about it

What do you think? Are you in favor of giving website owners the ability to change and customize their custom post types and attributes? Or are there some website features that should always require a more technical hand and implementer? 

Advertisement

We’d love to chat with you about your thoughts in the comments below.

For another interesting exploration on a related idea, check out this discussion on GitHub with the core team.


Thanks to Lars Gersmann for leading the JSON Schema project with me and to everyone on the Syntax Errors team: Adam Zieliński, Dennis Snell, Julian Haupt, Michael Schmitz, Anja Lang, Thomas Rose, Marko Feldmann, Fabian Genes, Michael Schmitz, Jan Vogt, Lucisu, Maximilian Andre, Marcel Schmitz, and Milana Cap.


Join 110M other subscribers

Advertisement



Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

WORDPRESS

Turkish startup ikas attracts $20M for its e-commerce platform designed for small businesses

Published

on

By

Turkish startup ikas attracts $20M for its e-commerce platform designed for small businesses

It’s easy to assume the e-commerce ship has sailed when you consider we have giant outfits like Shopify, WooCommerce and Wix dominating the sector. But the opportunity for e-commerce platforms that cater to brands remain vast and fertile, since so many smaller businesses continue foraying into the internet in the wake of the pandemic.

Further evidence of this has surfaced in the form of one of the largest fundraises by a startup in Turkey, given that the average Series A usually comes in at below $15 million. E-commerce platform ikas has raised $20 million in a Series A funding round as it seeks to expand its operations into new markets in Europe. The company currently operates in Turkey and Germany, and says its platform simplifies store management for companies that want to have a digital presence.

The investment was led by the International Finance Corporation (IFC) fund, a venture arm of the World Bank Group.

ikas’ co-founder and CEO Mustafa Namoğlu told TechCrunch that the company would be using the new funding for international expansion in Eastern Europe and the DaCH region.

“Most of Europe is predominantly neglected or underserved by those U.S.-based giants,” he said. “The global platforms lack customer service in local languages. It looks easy to start with, for example, a Shopify. But once you start, you need to add other plugins, and you may even need an agency to run it.”

Namoğlu said ikas can win customers against other platforms because it’s more of a “fire and forget” platform. “The first reason our merchants pick us over others is storefront speed, which gives them higher conversion rates. You get this out of the box, even if you pay us €30 per month. The second reason is customer service. Thirdly, we bundle the payments and the shipping labels into our core product, which means you don’t need to go and negotiate with payment providers or shipping labels. You’re immediately ready to go,” he said.

Advertisement

Namoğlu previously founded MUGO, a fashion distribution and retail company, and launched ikas in 2017 with co-founders Tugay Karaçay, Ömercan Çelikler and Umut Ozan Yildirim.

The IFC invests directly in companies as well as through PE and VC funds.

Also investing in ikas is Re-Pie Asset Management, which has grocery delivery startup Getir in its portfolio. The round saw participation from ikas’ existing investor Revo Capital, best known as the first institutional investor in Getir, Param, Midas and Roamless.

Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

Trending

Follow by Email
RSS