fluentcrm kpi dashboards. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. fluentcrm kpi dashboards

 
A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goalfluentcrm kpi dashboards  From here, click on the Create a New Form button in the top right corner to make your form

It is often said that 80% of the outcome comes from 20% of your input. Still stuck? How can we help? = 2. Stay informed and make informed decisions. In the Quick Overview section you get the number of contacts, number of emails sent, and the number of active campaigns. Clearly define your business goals and objectives. Six steps to build a high-impact sales KPI dashboard. It updates in real time. 1. 2, we have added the plain text email template. You can access the Company Module features in the Contacts section of Fluent CRM’s dashboard. This financial KPI can be tracked by business departments, to measure the cost of managing people’s work and planning for the future. Stay informed and optimize your strategy with real-time insights. That means, more than 3,000 businesses are automating their email marketing with FluentCRM. It’s been a powerful time saver and is only going to get better. Operational KPI Dashboard. Support: FluentCRM Support. These two sections & its category can be draggable according to your. This can also be set…. (This article further explains the differences between the two. Here’s a. Connect all of your data in one place, visualize performance trends, monitor progress toward your goals, make more informed decisions, collaborate and report as you go. With the embedded analytics of SAP Business ByDesign it is possible to: Define, use & adapt dashboards with free definition of key figures & drill-down; Embed highly aggregated key performance indicators (KPI) with target, reference and threshold values; Directly navigate to the full report or transactions; How can this be leveraged for. FluentCRM’s vision is to reach that point where you don’t have to use multiple third-party email marketing, sales management, customer service, etc. Executive Financial Overview Dashboard. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Using the command line makes it easier for developers, agencies and hosting providers to run actions with fewer clicks, run them remotely, and even perform complex scripts based on certain conditions. “Just discovered FluentCRM a few months ago and immediately got rid of ConvertKit. Benchmarking is a very important step to measure actions or steps that are taken for any Email Marketing or Business Campaign. Tenant Turnover – This real estate investment KPI is very important if you own multiple properties. 30+ Integrations. Right now, the Dynamic dashboard has two sections. Build-in Documentation Page. With a KPI dashboard, you can compare and analyze all your KPIs in one place, identify where you are on your goals, and make decisions to achieve those goals. Induce excitement through pre-launch emails. Apart from being easy to navigate, the dashboard also displays some KPI metrics. After clicking the import button a popup will appear where you need to select the LifterLMS option as the contact source and then click next. You can filter your campaign by the keywords of your campaign. FluentCRM automatically integrates with WooCommerce and lets. KPI Dashboard Template. Summary You can also see a graphical report…Create Incoming Webhook. Improve performance exponentially. Stay ahead of competitors. 1. The FluentCRM Manage Automation options are for various tasks and processes in the Automation system. 7/5 (2,000+ reviews) 2. The Closure passed as the second argument will be called for each chunk that is retrieved from the database. The main concept of my dashboard is to show the data from a highly aggregated KPI to a very detailed level in one dashboard and in one system. A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them in one central place while helping teams to reach sales goals through detailed analyses of sales performance, cycle lengths, and sales funnels. so you don’t just track your contacts’ activities. This is the first release in 2021, and we are really excited about this year and FluentCRM. Klipfolio is a cloud-based KPI dashboard software platform. Segment your. 31. You can easily see how many emails were opened, how many clicks even you can see how much revenue it could generate from your WooCommerce store from a specific campaign. However, if you still have questions, this FAQ page is the perfect place to get your question answered. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. In order to connect FluentCRM to Zapier, you need to create a webhook URL on FluentCRM at first. 2. New Qualified Opportunities. Key features. UTM parameters are a great way to track a. For example’s sake, we’ll focus on “safety. See more easy-to. Then click on the Create a New Automation button to add an automation funnel. A Zendesk dashboard surfaces real-time KPIs and ticket information from Zendesk, allowing managers and agents to monitor the queue throughout the day, be more responsive, and deliver stellar support. Also, segment them by lists and tags effortlessly! FluentCRM is a popular customer relationship management plugin for WordPress that allows users to manage and track their email campaigns’ performance easily. Also, it will provide you with benchmarks to make comparisons. CRM dashboards provide a real-time snapshot of your sales activity, performance metrics, progress toward goals, and other KPIs in one central location. 4 fixed Contact import with company name supported now Active Campaign import improvement (Thanks to WPFusion) = 2. FluentCRM Concept. . Through them, businesses can spot trends and define targets to optimize performance and ensure constant growth. HubSpot Sales Manager KPIs Dashboard Template. ” The other dashboards provide different avenues to details about your data. Track your project management performance from tools like Asana, Harvest and Jira from our library of pre-built templates. A KPI dashboard displays key performance indicators to provide the executive with an easily discernable view of their business performance. Track your business's all-time earnings with Numerics' customizable Alltime earnings widget for FluentCRM. 11. While executive dashboards have diversified to accommodate a wide variety of use cases, the most popular and persistent use case is the classic "KPI dashboard. 3. 2. Transfer License from one Domain to another. What Are the Best Paid Key Performance Indicators Dashboard Software? KPI Dashboard Software. Exporting and importing your LifterLMS students via a CSV file leaves you with a complex mapping process. They consolidate the data, displaying it through metrics you chose as your KPIs, and provide you with interactive, actionable reports. Click on the Import button located on the top right corner of the page. FluentCRM Install. Supported plans: All. Get real-time insights for smarter decisions. They help managers quickly make more informed decisions. One of the most important CRM KPIs is the customer retention rate, which measures the percentage of customers who continue to do business with the company over a given period of time. In this tutorial, we will learn about Fluent CRM REST API. For those responsible for their organization’s ongoing sales conversions, optimization, and strategy, this particular dashboard boasts a wealth of insights into acquisition. Letrus. 1. An experienced sales professional with over 10 years of management experience currently working in the perimeter protection / hostile vehicle mitigation industry to provide innovative security solutions which protect high profile locations and events from the threat of vehicle attacks. 6. FluentCRM provides an excellent contacts dashboard that represents all the necessary summaries of the activities. Track the total number of contacts in your FluentCRM database with Numerics' Contacts widget. It lets you focus on building personalized visually seductive content without a framework or HTML codes. 95 brings you advanced CRM reporting to help you grasp those precise statistics at a. You can select your preferred form template from here. In the next step, choose whether you want to Import by. The workflow builder is quite handy. A KPI dashboard template visualizes the performance of an organization's metrics over time. Free Forever · No Credit Card Required. FluentCRM 2. FluentCRM Concept. #FluentCRM. Jetpack CRM, previously known as Zero BS WordPress CRM, is a very easy-to-use plugin. 8. Include specific views for daily monitoring, team meetings and senior. You can edit the measures and visuals of existing custom and out-of-the-box KPIs to match your. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement. 3 and explore the amazing new features and improvements for complete email marketing. Without REST API FluentCRM will not work. You can import your exported automation JSON file here. For example, if your prices are higher than the market average, you should provide a good reason to justify the premium costs. 4. Click Settings. Conversion rate. There are 4 API Methods that need to be working and they are GET, POST, PUT, and DELETE. Marketing Executive Dashboard; Sales Executive Dashboard; Sales Manager Dashboard; Salesperson Dashboard; Customer Service Dashboards. 3) Custom Fields: FluentCRM allows you to create custom fields for your contact records, so you can capture and store any additional information that you need. This is the drag and drop visual email, template builder. From your FluentCRM dashboard, navigate to the FluentCRM Global Settings and select Incoming Webhooks. Anyways, my top 05 entries are. 1. To check the REST API status, Go to FluentCRM Dashboard Tools REST API Status. Executives can also monitor performance against set key performance indicators (KPIs), which helps them refine organization goals based on past performance. From the tile, you can go directly to the dashboard. It's clear and concise, focusing on the significant factors for marketing — leads, and percent of. Pricing: From $49 user/month. In this overview, we will show you the most critical KPI examples for sales that. Bonus Read : Top 5 Inventory Management KPI Metrics. Track the total number of contacts in your FluentCRM database with Numerics' Contacts widget. Capture More Leads. Step 3: Select from an extensive range of pre-built charts, tables, and other visual elements. Modern dashboards go beyond simple visualization and reporting by leveraging financial analytics to synthesize disparate financial and accounting data and allow analysts to more deeply explore the. 2. Introduction to FluentCRM Dashboard. 3 KPI dashboard benefits. FluentCRM 101 New to FluentCRM and not sure where & how to get started? 5. Introduction to FluentCRM Dashboard. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Compare the best On-Premise CRM software of 2023 for your business. g. The difference between metrics and KPIs. Our “In-house” contact importer lets. But previously, it wasn’t present for emails in the automation. In this article, you will get a detailed walkthrough of the Marketing Automation, Sales Funnel & Email Sending based on specific activities from FluentCRM. 8. FluentCRM is a tool that automates tasks and also runs emails such as Email Campaigns, Email Sequences & Custom Emails. 8 ways to announce a new website launch: 1. e. To activate your license key: Click WS Form in the WordPress administration menu. Think of it as a snapshot of your sales pipeline—your recent sales, valuable sales metrics, and more. These dashboards typically include indicators to specify the red, yellow, or. FluentCRM simplifies the complexity of email marketing and makes it available from within your WordPress dashboard. It lets the customer access their profiles, information, invoices, etc. Opportunity-to-Order %. In order to help you make the most of this tool, we tried to cover as much as possible in our regular documentation. Ok, let’s say that you already have enough data from different sources (1) to build an effective dashboard for your pharma business. Customer Retention Rate. Management KPI dashboard. Target Dashboard. Just an automatic KPI dashboard that provides a unified view of your business and saves you time and effort. I am also. The Dashboard, Reports, and Automations are decorated in a new style and you are ready to view all the important statistics in an aesthetic way. This connects all company. As you begin to identify KPIs for your business, less is worth more. For you and your team, it centralizes customer support tickets in a secure, unified dashboard for providing customer support efficiently within WordPress. Track your FluentCRM subscriber count in real-time with Numerics' Subscribers by List widget. You will then have to upload this in your WordPress dashboard. NetSuite SuiteAnalytics reporting and dashboard solution provides built-in, real-time reporting, searches, key performance indicators (KPIs) and dashboards. The first dashboard, DTC Sales, is an overview of the key business indicators, a sort of “big picture. Here’s a list of steps you can take to create your own KPI dashboard: 1. Add to Automation Funnel. What sets FluentCRM apart from its competitors is that it is a self-hosted. Zendesk dashboards. FluentCRM provides lots of data analytics in your campaign. The Sales Accounts template offers a complete overview of all the accounts your sales team is working on. I understand that the base plugin will be offered for free in the WordPress plugin directory. Step 1: Search for FluentCRM on WordPress Website. 26. 92. And we clearly do not want to use our own web servers to send mass email. Drive implementation of customer & market based; data driven pricing strategies. Smart tooltips reduce the number of clicks by displaying a separate page in a tooltip. As per our testing, FluentCRM can send bulk emails about 2X speed. Target Dashboard connects and mixes all of your information into one place. From the Reports option in FluentCRM, if you navigate to EDD then you can see an advanced report of the EDD data on your site. Configure Amazon SES to send bounce information to FluentCRM. Think of a KPI as a compass. Create the Automation in Thrive Automator. It provides a quick snapshot of institutional and departmental performance. Stay financially aware and ahead of the competition. “If you bring enough value to the first sales meeting, the client will want to meet with you again!”. With powerful features like landing page mode, double opt-in, lead collection and management is now a piece of cake. Moreover, a sales dashboard helps to. CRM Metrics / Brand Value / Market Share / Business Performance. With the powers of AI and automation, it organizes all current data and uncovers insights that. Customizable data visualization with performance and status indicators. These dashboards make it easy for people in various service and support roles to keep track of customer cases for their organization and agents, including trends and key performance indicators. In the previous documentation, we have learned about Primary Automation Triggers and Ecommerce Triggers. Pricing. 1. Arena Calibrate. Sales Rep Dashboard. C-suite executives are often on the road and require quick access to the status of their company’s performance. The same rule applies to marketing activities. Zoho KPI dashboard is an easier and quicker way to analyze and visualize data. Add a Name and Status to your webhook. Go to Settings → Experimental Feature → Campaign archives on frontend then first enable it. Pipedrive dashboards drop-down (Source: Pipedrive) If a sales manager wanted to separate pipeline data for three different sales regions, they could have multiple. Just import a CSV or WordPress user and you’re ready to go. Key performance indicators are quantifiable measures of performance over time for specific strategic objectives. The KPIs can differ based on industry, company, and personal objectives. These dashboards make it easy for people in various service and support roles to keep track of customer cases for their organization and agents, including trends and key performance indicators. ) General KPI settings: Here you reuse the views and selections (e. To make it easier to find and get the documentation for FluentCRM, We have added a dedicated page to add all our documentation and an easy way to. Include only data relevant to the goals, use text and. Email Marketing Automation dedicated to WordPress, and you! FluentCRM PRO NULLED is a Self Hosted Email Marketing Automation Plugin for WordPress. Go to Amazon SES console home, In the navigation pane, choose Verified Identities, and click on Create Identity. 8. Sales tracking dashboard gives a complete visual overview of the company’s sales performance, including the number of new leads and the value of deals. Advanced Filter. Click the FluentCRM tab at the top of the page. Each individual salesperson should keep track of KPIs that help them improve their own sales tactics. UTM parameter. g. Pricing. Consult with stakeholders. What is a dashboard? A dashboard is an information management tool used to track business KPIs, metrics, and key data points that are relevant to your business, department, or a specific process. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. <br><br>An authentic leader with demonstratable results in driving business. Then select the Category as Easy Digital Downloads & click the Trigger, to start this Funnel once a new order will be added as successful. An operational KPI dashboard is a dashboard sharing the day’s progress with operation managers. Track the progress of your FluentCRM campaigns in real-time with the Recipients by Campaigns widget from Numerics. Larissa Lima gostou. Capture More Leads. Click Open Pipeline Test. It aims to help tackle the challenges facing this rapidly evolving industry, such as keeping on top of production costs, managing resources, and covering efficiency aspects such as waste and energy usage. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. Not Paid Add-ons! FluentCRM automatically integrates with popular e-commerce, lead generation, membership, and LMS plugins without any add-ons. It is used to monitor, measure and analyze business and sales processes, team performance and future opportunities in real-time for the purposes of making well-informed marketing decisions, providing superior customer care and. 6. It offers an intuitive setup process and a user-friendly dashboard, making it a fantastic plugin for beginners. Feature-rich email marketing straight from the WordPress dashboard; Contacts’ can store notes, custom fields, and tags, and can be segmented based on triggers; User-friendly interfaces; FluentCRM is a highly flexible plugin that works with many different eCommerce, membership, and learning management plugins. David McCan, Founder@WebTNG. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. Get started with your custom KPI dashboards for FREE! Track the success of your FluentCRM email campaigns with Numerics' Sent Emails Trend widget. Once will appear, press on Install Now. What integrations are available with FluentCRM? FluentCRM is a marketing automation plugin for WordPress. Here goes a few versions we recommend: Brand Colors The brand colors that represent FluentCRM best are listed below along with the color codes for your convenience. Internal Description: A description that will be used as a subtitle in the Block Diagram in the Automation Editor. Stay on top of the KPIs that matter most to your business and make data-driven decisions with confidence. One of its key features is its ability to connect to nearly any source. All the built-in database models are available atLearn how you can connect Fluent CRM through the API, and also use it together with a form. 1 Update – Improved Recurring Campaign & More smartcodes. Develop A/B and multivariate testing strategies and optimize campaigns based on learnings and business needs. There are 5 types of Contact Status in FluentCRM. CRM dashboards offer a broad view of the entire sales pipeline. Now go to the Integration Modules option and Scroll to the FluentCRM module to toggle on. FluentCRM 2. Marketing Leads Dashboard. zip file and upload this on the Add New page is by using the Upload Plugin button, after that click Install & Activate. 3. Go to the FluentCRM Dashboard All Contacts and then click on the Import button from the top right corner. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. Spread the word about your new website launch. To create a KPI dashboard, first choose the KPIs and metrics to track. Today, we released version 1. Part 1: Applying ‘What-If’ Scenarios to the Dashboard. 4. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. Write flawless announcement copies. FluentCRM’s dashboard is a refreshing sight for any email marketer. A funnel trigger or automation trigger will let you start an automation funnel based on your user’s behavior. The test sites are hosted on Google Cloud VM instances, one site. You can start setting up the frontend Fluent CRM dashboard page by selecting this basic information:. (3) Period Lable. This Blog Post is related to the presentation of KPI Fiori Tiles. In the second step, you can select if you want to Import By Courses or Import By Memberships. These metrics, often called Key Performance Indicators (KPIs), provide quantifiable measures of your CRM performance. You can include any of the metrics mentioned throughout the article or add others you find relevant. Import Students Effortlessly. Add Reports to Your Dashboard. FluentCRM provides REST API to manage various kinds of tasks and access FluentCRM data as well. From the Reports option in FluentCRM, if you navigate to WooCommerce then you can see an advanced report of the WooCommerce data on your site. Communication History. Gain email campaign insights with Numerics' FluentCRM Emails widget. Insight into your sales pipeline. Buy Pro Now. Furthermore, reports and dashboards enable them to track KPIs. 2) Email Marketing: FluentCRM includes a powerful email marketing platform that allows you to send newsletters and automation sequences. Contact Overview. Track the number of follow-up meetings you or your sales reps get,” says Oliver Lopez of Structsales. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. Manage your leads and customers, email campaigns, automated email sequencing, learner and. Each dashboard will take your salespeople down a path. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. This option offers powerful filtering by various contact data that are either static or dynamically changed upon. Copy the shortcode. The CRM dashboard helped us enhance the one-call-closure activation rate by 61 percent, reduce customer complaints by eight percent in the first quarter, improve cross-sell volume by four percent, five-and-a-half percent and seven percent in the next three quarters respectively, and upsell 31 percent of the tickets. Sou uma analista de dados, fluente em inglês (C2) e espanhol (A2), com experiência em diversas áreas. 5. Password: Either Generate Password Automatically or Provide Custom User Password manually or by using. The dashboard opens showing the notification in the panel on the right, and the notification’s widget is identified with a number in a blue square. This KPI helps your sales team to track the competitors’ prices and justify your prices. It can be used to connect to multiple data sources and provide visibility to users by presenting the information. Step 1: Integrate FluentCRM with Fluent Forms. It presents sales activities, KPIs, and other essential CRM metrics in a visually appealing, dynamic, and interactive manner. Make data-driven decisions to grow your business. Sales Management Dashboard Template. All pre-built FluentCRM KPI Widget Templates in Numerics. Dashboards are most useful when they are. This step will require you to use three tabs, alternatively. For a dashboard to be glanceable (i. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and. FluentCRM allows you to integrate with several apps including Woocommerce, EDD, LifterLMS, Paid Membership Pro, AffiliateWP, and Fluent Forms, etc with which you can increase productivity and conversions by syncing data across apps. 1. Connect your tools now and unlock unlimited automation possibilities! See all integrations. Basically, it's just a 4-step process: Step 1: Give a title to your Dashboard. A dashboard provides a visual representation of your key metrics, allowing you to monitor performance in real-time and easily compare against your benchmarks. You need an email marketing automation solution. With FluentCRM ‘s WooCommerce integration, you will gain more leverage over your customer relationships & discover new insights that weren’t used before. Provide sales reps with a dashboard that allows them to track their individual performance. Track your project management performance from tools like Asana, Harvest and Jira from our library of pre-built templates. FluentCRM launched in September 2020 with a lot of fanfare— since it came from WPManageNinja, the folks behind the already popular Fluent Forms. Import. Visually balanced and populated with essential operational metrics, our KPI tracking dashboard is equipped with actionable insights for sustainable commercial success. Nurture better leads with targeted campaigns. Sketch your dashboard’s design. This brings up a contact import pop-up from where you can choose BuddyBoss as the source of your import and click Next. blogs, etc. FluentCRM is rated 4. If you find any typo or would like contribute please send a pull request with improvements. These CRM dashboards come pre-built with some of the most commonly tracked KPIs and metrics from the most popular tools. Sales KPI. A database query will be executed to retrieve each chunk of records passed to the Closure. Resources FluentCRM Resources Logos For differnet purposes and page designs, you may need to use different version of FluentCRM logos. ”We gather and compress on-site data encompassing your entire Safety Management System, and deliver it to one simple dashboard. Project Management Dashboard Examples and Templates. FluentCRM’s customer data and lead management platform allow admins to keep eyes on all developments and track down the MVP customers/leads. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and more. As a result, before making a final decision, consider assessing at least 4-5 email marketing KPIs. A unified view of data that improves visibility into company health. The person with access to this dashboard sees his or her sales report dashboard only. Here is an example of a marketing dashboard from Databox. Along with the usual features of a typical CRM, it offers a few extra. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Average Order Value (AOV),. Or look at deals by sales rep or by industry. This platform has a ton of 4+ star reviews on reputable websites like Capterra, G2, and TrustRadius, which speaks to its reliability as a KPI dashboard software. It represents the most critical key performance indicators to a specific audience. At first, from your FluentCRM dashboard & go to the Automations option. Make data-driven decisions to grow your business. 7. Watch on. This dashboard is targeted at service executives and provides insight into important trends, which helps them make staffing and training decisions. Powerful bulk actions. Type in ‘ FluentCRM ’ on the search box, click the install button and then Activate it. To do so: Go to FluentCRM dashboard. Track opens trend on a line graph. In short: we’ll combine the dimensions and measures into 5 Tableau Worksheets, define how to visualize each of them, and finally compose a Dashboard section using the Worksheets to present the 3 KPI’s essential elements: value, trend, and performance. FluentCRM is the best and most feature-rich Customer Relationship Management and Email Marketing Tool exclusively made for WordPress which offers you to manage leads and customers to nurture and funnel them down for your products/services by running email campaigns starting from broadcast, drip, and automation based on various. Churn. From Settings, select Incoming Webhooks. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever having to leave your WordPress dashboard! # FluentCRM. Screenshot by Author. The relevant Product/Plugin Specific Integration Settings are documented. Install, Upgrade and Activate FluentCRM License. Now, if you look at the picture, you’ll see an icon next to the Import button. Templates can also be customized. State of sales dashboard. This example API documentation page was created with Slate. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. 3. Popular KPI examples include customer satisfaction, employee retention, revenue growth, and cost reduction. Stay informed and optimize your strategy with real-time insights. Authentication Type: Token based auth. To learn more about how to create custom measures, see Tutorial: Create your own measures in Power BI Desktop. 1. 6. All the scripts run on a VPS with 8 CPU cores and 8 GB of RAM. There are graphs for goal and actual budget, total budget, goal and actual revenue, total revenue, profit margins, and debt to equity ratio. FluentCRM is one of the most feature-rich and rare self-hosted customer relationship management and email marketing tools dedicatedly made for WordPress to manage your leads and customers to nurture them and funnel them down for your products/services by running email campaigns starting from broadcast, drip, and automation based on various. You can set the Text in Label Settings that is shown to the user and. With a business KPI dashboard, your team can easily organize, visualize, and translate large amounts of data to measure performance and. Here you can see all the dashboards and lenses in the app, in the suggested order for exploring them. 5. This will open a modal and you will see a few options and select the CSV file from the available options. Total Pipeline Value. Include Contact Info in Personal Data export by WP: If you want to include Contact Data from FluentCRM to be included in the WordPress data exportSet up your workbook. FluentCRM is a cutting-edge WordPress plugin that offers both self-hosted email marketing automation and CRM solution. Geckoboard. To establish the connecting using your login credentials: Log in to your Make account, add a FluentCRM module to your scenario, and click Create a connection. Project Management Dashboard Examples and Templates. We also improved resource usage on the server when sending thousands of emails. Get FluentCRM.