FluentBoards X FluentCRM: The Killer Combo Your Business Was Desperately Searching For!

FluentCRM is a robust marketing automation plugin that helps over 40k+ users every day automate their email marketing campaigns right from their WordPress dashboards!

On the other hand, FluentBoards is the simplest project management plugin built to revolutionize the way WordPress users manage their projects!

Now imagine the magic they can bring if they both work together!

Curious to learn more?

Well, with this blog, we aim to answer all of your queries!

What is FluentBoards?

FluentBoards is a WordPress project management plugin. This dynamic plugin is designed to address every project management need of WordPress users and facilitate them with a specialized solution within their WordPress dashboard.

Here’s a glimpse of what FluentBoards offers:

• Seamless project management within WordPress
• No speed bump on the way to scalability
• Enhanced visual navigation for improved task tracking
• Great collaboration with clear & effective communication
• Efficient goal management to keep you on track at all times
• Better organization leads to reduced administrative work
• Robust security measures to safeguard your data
• Opportunities to leverage the WordPress plugin ecosystem for extended functionalities

Step into the Future of Project Management!

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What is FluentCRM?

FluentCRM is a Self Hosted Email Marketing Automation Plugin specifically built for WordPress. It offers a wide range of features aimed at streamlining customer management and enhancing overall business efficiency.

Here’s a glimpse of what FluentCRM offers:

• Advanced contact management capabilities
• Dynamic contact segmentation options
• Advanced email campaign management tools
• Intuitive drag-and-drop visual email builder
• Recurring campaign functionality for automated newsletters and emails
• Visual automation builder offering advanced triggers, actions, and conditional logic
• Comprehensive data and insights for informed decision-making

Discover: How to integrate FluentCRM with FluentBoards

What Magic Happens When FluentBoards and FluentCRM Work Together?

FluentCRM and FluentBoards are a dynamic duo designed to streamline your day-to-day project management workflow, ensuring improved communication, collaboration, and overall success!

Sounds a bit theoretical and confusing?

Well, real-life use cases might help you to understand it better! 

So, without further ado let’s evaluate this combo from both FluentBoards and FluentCRM users’ perspective!

How Does FluentCRM Complement FluentBoards?

When you integrate FluentCRM with FluentBoards, a new dimension of communication comes to life! 

But, how?

Well, for your better understanding let’s see a real-life example!

Imagine you’re the owner of a digital marketing agency and you’ve just sealed a major deal. You’ve assigned the project to a team member and provided detailed instructions in the description box.

But what if they encounter confusion halfway through the project or need more information from the client? How do they handle this?

Traditionally, they could come to you with the problem, prompting you to reach out to the client. And, once you receive the response, you’d relay the new instructions back to your team.

Sounds like a lot of unnecessary back-and-forth, doesn’t it? 

Besides, this process is also time-consuming and prone to miscommunication! And that’s where the FluentCRM and FluentBoards combo comes in! 

Here’s how it can help:

Step 1: Just open the specific board you are using for that client. Click on the ‘Menu’ button on the left.

Step 2: Select the ‘Associated CRM Contact’ button.

Step 3: Now, search and select your client’s name!

Congratulations! You have successfully onboarded your CRM contact!

Now, your team members can easily identify who they are working for and communicate their needs directly to the client through automated email sequences or personalized messaging! See, no more bureaucratic hassles! 

Note: It’s just one example for your understanding, and there’s a world of possibilities out there! You can play with the demo for better understanding!

How Does FluentBoards Complete FluentCRM?

Let’s get straight: Integration with a project management solution is kind of a must for any CRM tool. This combination ensures – 

• Comprehensive view of project data within the CRM platform
• Seamless transition between managing customer relationships and executing projects
• Improved collaboration among team members
• Enhanced productivity through streamlined processes and task automation
• Better client communication by sharing project updates directly through the CRM

Thanks to FluentBoards, FluentCRM users no longer need to wait for a project management tool!

And, here’s how this combo works together:

Use Case One: You can now monitor projects right from your CRM Dashboard! Access your ongoing projects, called boards, directly from your FluentCRM dashboard. So, no more platform switching!

Use Case Two: FluentCRM offers a user-friendly dashboard for your CRM contacts. Easily view tasks, boards, and project details, and navigate with just a click.

Use Case Three: You can assign tasks to your team members related to any CRM contact, and categorize them with lists or tags for effortless segmentation and organization.

Use Case Four: When it comes to automation triggers, FluentCRM offers three triggers specifically tailored for FluentBoards projects. These include:

• Contact Added to Board
• Contact Added to Task
• Stage Changed

Here are some quick automation examples for your convenience: 

• Bring Your Team Together: Extend a warm welcome to fresh members through an email or guide them through a series of emails immediately upon their arrival!

• Automate Task Creation: Ease your client management burden and prioritize interaction. Automatically generate tasks for your new leads or past clients whenever necessary!

• Keep Your Clients Informed: Maintain clear communication throughout your client projects. Keep them updated on project progress through automated emails, allowing you to focus on the project itself.

Change the way you work! 

At the end of this blog, we hope you now understand how magnificently this duo works together and what magic they can bring! 

However, summarizing all the possibilities this combo opens for your businesses in one blog is hard. There are lots of more limitless opportunities waiting for your discovery! So, go ahead and embrace this powerful duo to simplify your operations and propel your business forward! 

A seamless business management experience awaits you!