fluentcrm kpis. You can access the Company Module features in the Contacts section of Fluent CRM’s dashboard. fluentcrm kpis

 
You can access the Company Module features in the Contacts section of Fluent CRM’s dashboardfluentcrm kpis  FluentCRM’s customer data and lead management platform allow admins to keep eyes on all developments and track down the MVP customers/leads

Brand Awareness. check. At first, go to your FluentCRM dashboard and click on the Create a New Automation button to add a new automation funnel. …#1. Our free SMTP plugin – FluentSMTP, is now powering 50,000+ websites. There’s also a certain elegance and simplicity to having everything “in house”. Data Value: The value from FluentCRM you are going to send to the remote source against the Data Key. Once you are done with configuring the settings of the FluentCRM,…. Once you’ve entered the URL, click the Authorize button, and you’ll be taken to the WordPress admin on your FluentCRM site. In this video, you will learn how to automate and monitor your email marketing campaigns, dynamic and flexible segmentation of your contacts, create email te. Cron jobs are important because they allow for the automated execution of scripts and programs at specified. The available options for Smart Link are described below: Link Title: Your link title so you do. FluentCRM offers 8 Benchmarking Actions that can set your goals higher by measuring different aspects, actions, or steps you take in the automation such as Order Received (WooCommerce), New Order Success (EDD), List. Updated on February 28, 2022. Omnisend, on the other hand, offers SMS and push notifications in addition to email. . Introduction to FluentCRM Dashboard. 1. 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. One convenient feature of FluentCRM is how it links FluentCRM profiles with the user’s Wordpress profile. Helps to add contact status for the better management of leads. FluentCRM uses the wp_mail() function to broadcast all the emails that is PHP-based mailer. Preserve the page’s mobile friendliness. To do so: Go to FluentCRM dashboard. Go to Amazon SES console home, In the navigation pane, choose Verified Identities, and click on Create Identity. Now we need to go to the application inside the Cloudways for which we are going to add the cron job. That’s just behind our most popular products – Fluent Forms and Ninja Tables. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Create Cron Job. Options are: Data Key: The key mapped to the remote source will be accepting the sent data value. Then you will notice a pop-up window appear with some template options to choose from. Now it’s time to fill in the Form Title, Select the List and Tags you want to map with FluentCRM. Start saving big on email marketing with FluentCRM's flat. Zoho CRM – one of the best CRM plugins for lead capturing. You can import your exported automation JSON file here. FluentCRM 2. You can effectively use FluentCRM to filter audiences and design specific email automation funnels targeted. Spread the word about your new website launch. FluentCRM 101 New to FluentCRM and not sure where & how to get started? Here’s a highlight of FluentCRM in 2022: FluentCRM is now powering over 25,000+ businesses across the world, making it the most popular CRM plugin for WordPress. Previously, you could only do that when launching an email campaign using FluentCRM. Now, let’s go over the picture below to understand this in a better way. Pricing. You can either update if the contact is already present in the FluentCRM Contacts which means recurring triggering for the automation or Skip the automation for this contact. The product is said to be used by various professions and industries such as digital. = 2. Step 2: Copy Incoming Webhooks #. From the basic configuration guide, we saw the Edit Form buttons from both of FluentCRM and Fluent Forms. This self-hosted WordPress CRM can be a solution to several of your problems. In the earlier documentations, we have seen Basics of Automation Actions, Primary Actions, WordPress Actions, Email Actions, Goals or BenchMark Actions, and LMS Actions there are also a few other actions in the FluentCRM to help you automate things in the WordPress website such as Woocommrce, Fluent Support, etc. However, if you run an agency, you can opt for the 50 sites license and upsell FluentCRM’s solution as part of your premium care. Bounce Handling with Amazon SES. Ecommerce Triggers. FluentCRM Developers. We understand the hard work and dedication it takes to identify security vulnerabilities. FluentCRM – The best self-hosted CRM and email marketing solution. In terms of efficiency, Clearout claims to be 98% accurate. Customer Summary. Landing pages serve as the central hub of the lead generation process and are essential to the campaign’s success. This can help elevate the design and conversion of your FluentCRM opt-in forms and optimize them for lead generation. You can add users to FluentCRM lists and view relevant list information from the ticket sidebar. Email Marketing Automation dedicated to WordPress, and you! FluentCRM PRO NULLED is a Self Hosted Email Marketing Automation Plugin for WordPress. Action Blocks. Run automation with advanced conditional logic! Synchronize WooCommerce, EDD, LifterLMS, and LearnDash data! Import EDD & WooCommerce contacts by product purchases! View customer summary at a. Starbucks didn’t shy away from giving offers as well. FluentCRM offers 15 action blocks for Learndash marketing automation. It usually goes like this, after the first abusive remark, the agent should issue a warning. FluentCRM offers a lot from the start and promises a lot more in future iterations. 3. You can manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, monitor user. It has different pricing plans: Single Site License : $ 129/Per Month. It’s a popular, free CRM plugin that offers lots of functionality for a WordPress-based CRM. BetterDocs provides advanced features, ensuring visitors swiftly pinpoint the exact documentation solution they require. Content gating is essentially locking your content behind a signup form. The ultimate CRM and marketing automation platform for your @Wordpress website. The Closure passed as the second argument will be called for each chunk that is retrieved from the database. This article will guide you through the steps that you need to take in order to connect and use FluentCRM through API. It substantially increases and improves your marketing workflow and build. FluentCRM lets you compose, filter audiences, and send emails to thousands of subscribers. In the Quick Overview section you get the number of contacts, number of emails sent, and the number of active campaigns. FluentCRM’s BuddyBoss Integration allows. Enrollment Course: Course Completed: Enrollment Memberships: Last Enrollment Date: First Enrollment Date:. To create a new form using MetForm, navigate to MetForm ⇒ Forms and click on Add New. FluentCRM is a Customer Relationship Management and Email Marketing & Automation tool that manages customer contacts, and markets through email and also runs automation based on conditions & activities. To check the. FluentCRM provides an excellent dashboard that represents all the necessary summaries of the activities. The only differences between the plans are the number of sites that you can use FluentCRM on: One site – $129; Five sites – $249; 50 sites – $499; More Info / Download. FluentCRM Pro is a new WordPress plugin offering email marketing automation. You can also see a graphical report of the Enrollments and Student Growth over a certain period. FluentCRM is a powerful email marketing & automation application that enables its users to market through emails, run automation based on various triggers, and perform different actions. At first, go to your FluentCRM dashboard and click on the Automations tab. Along with that, our UI enhancements and other UX. . 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. The KPIs displayed in the center of the screen reflect this company’s priorities: sales, open opportunities and open proposals. With FluentCRM’s integration with Fluent Forms, you can quickly head to the edit form action and enable form landing page mode easily. Our goal is to let you manage your lead and customers and email campaigns, automation, track activity, and many more. Write flawless announcement copies. FluentCRM is powering over 20 thousand businesses and helping them run email marketing campaigns effortlessly. FluentCRM proporciona una serie de métricas que te permiten evaluar el rendimiento de tus campañas. Measures the percentage of leads that are converted into customers. Dark mode design. Fluent Support has a deep integration with FluentCRM. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Active Subscriptions, Cancelled Subscriptions, Average Order Value (AOV), Average Order/Customer…Automation Name: Provide a Name for the Automation. Before getting started, you will have to make sure that you've also set up the FluentCRM mailing list and tags that you want to use for the automation. FluentCRM gives you unlimited design options so you can bring your imagination into reality. Get Campaign's Processing. 1. With this integration when an email address got bounced. This brings up a contact import pop-up from where you can choose BuddyBoss as the source of your import and click Next. Here you’ll get the option to Create Webhook. Total contacts, Email Campaigns sent from FluentCRM, All the emails generated and sent from FluentCRM, Tags, Email Templates, and many more on the front page or the dashboard. published 18 February 2021 (Image: © FluentCRM) TechRadar Verdict If you want to find a better way to communicate with customers, FluentCRM has automations to make each interaction easier. Reach out with what they need. FluentCRM offers a lot from the start and promises a lot more in future iterations. FluentCRM users received three major feature. send the same email every month). 6. A clean CRM report is a matchless treasure. When a buyer makes a purchase, it may appear that you’ve sealed the deal, but it’s only the start of a new cycle! Immediately after they completed the purchase, a…4. Manage your leads and customers, email campaigns, automated email sequencing, lea. Autonami – a superb WordPress CRM plugin for WooCommerce stores and sending follow-up emails. Revenue metrics in email sequences. It was built to rival other email marketing solutions such as Mailchimp, ActiveCampaign, and Groundhogg (also on this list). After that, you should know exactly what to include on your CRM dashboard. 37. This is why around 80% of b2b content is gated. A CRM is actually a system encompassing all the strategies and techniques that a company partakes in developing and nurturing customers. Here’s how to set up FluentCRM conditionals in Oxygen Builder: Select the section you want to condition. 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. A typical WordPress contains various Plugins to work with different types of features and may sometimes create issues working with different plugins, hosting environments, Caching Mechanisms, etc. Sequence filtering for automation. WooCommerce – Advanced Reports. This tool does much more than just customer relationships, at a competitive price. FluentCRM provides REST API to manage various kinds of tasks and… Adding New REST API Key A REST API (also known as RESTful API) is an application. Supports URL smart links. 30+ Integrations. Email. org. Here’s something you’ve all been waiting for—The long-awaited BuddyBoss and BuddyPress integration! FluentCRM 2. Manage your leads and customers, email campaigns, automated email sequencing, lea. Write flawless announcement copies. 1. FluentCRM is a marketing automation plugin for WordPress that, according to the vendor, aims to streamline email marketing campaigns, automate marketing processes, and track customer data. FluentCRM CLI FluentCRM Core Advanced. FluentCRM comes with both incoming and outgoing webhooks. Build-in Documentation Page. FluentCRM is the only tool on lifetime and will see rapid development just like how Ninja Tables and Fluent Forms did before this. Then simply Install and Activate FluentCRM free version and Pro add-on. 5. From the Applications, click on the specific Application for which you are going to configure the cron job. Automation Smart Codes Contact's ProfileThe FluentCRM Manage Automation options are for various tasks and processes in the Automation system. It includes it's main functionalities, enabling users to manage contacts, send emails, create basic automations. That won’t be the case with FluentCRM. Optional: In the Connection name field, enter a name for the connection. Get your Webhook URL from FluentCRM. FluentCRM is a Customer Relationship Management and Email Marketing & Automation tool that manages customer contacts, and markets through email and also runs automation based on conditions & activities. FluentCRM provides lots of data analytics in your campaign. WP Fusion. BuddyBoss integration with FluentCRM. Omnisend, on the other hand, offers SMS and push notifications in addition to email. In this documentation, we will see and learn how FluentCRM organizes contact data and some actions that are possible from the…From your contact dashboard, click Import. Download. FluentCRM features and integrations that will help your business – Native WORDPRESS INTEGRATION: FluentCRM has all the native WordPress integration that will help you to collect leads, create contact segmentations and help to grow your email list. LifterLMS – Advanced Reports. 7. Models typically live in the app/Models directory, but you are free to place them anywhere that can be auto-loaded according to your composer. The available settings options for Email templates are: Template Title: The Title, as an identifier for later use for the Template. Based on the selected option, you can set which FluentCRM Tag to apply. You can filter your campaign by the keywords of your campaign. FluentCRM is built on top of WordPress REST API and depends on CRON jobs and REST API endpoints. As we have seen Primary Conditionals and Ecommerce Conditionals, We will be exploring the conditions of Learning Management Systems available in FluentCRM now. However, today’s email marketing requires a broader approach to turn a potential customer into a. Get Automator Get FluentCRM Triggers for logged-in users A tag is added to a user. KPIs keep you on track and narrow down what’s valuable. Stay financially aware and ahead of the competition. Metrics. Learndash Integration with FluentCRM. SmartCode. FluentCRM is the base plugin which is suitable for managing your email lists and sending out newsletters. UTM parameter. You can add some of your CRM contacts to a list or tag them based on the gravity form. You can see that we’re on the SMTP/Email Service Settings menu of the Settings page of FluentCRM. Powerful bulk actions. Here are 5 metrics to measure sales team performance and CRM success. A success message will appear with the form shortcode and options to Preview, Edit, or change the Connection Settings. The following keys are required for each list:Track your business' key contacts in real-time with Numerics' Top Contacts by Points widget. Request a free demo to see how FluentCRM can help streamline your business. FluentCRM is a Self Hosted Email Marketing Automation Plugin. Migrating into FluentCRM from Other Platforms. Actions are the most important parts of FluentCRM Automation as these are the tasks or works we want FluentCRM to do for us automatically. 2. FluentCRM is a CRM plugin for WordPress with built-in email marketing and automation. 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. You can check the REST API status from the tools. For Caching Plugins. Yes, we’re here to announce FluentCRM 2. In the next step, choose whether you want to Import by. Use the in-depth reporting to analyze your contacts’ behaviors easily and automate funnels and set. Go to the WordPress Admin Dashboard → Plugins → Add New. $129/year. Landing pages are paramount to conversions, but creating them is a whole other thing. Never miss a beat with Numerics and FluentCRM. Autonami – a superb WordPress CRM plugin for WooCommerce stores and sending follow-up emails. FluentCRM’s third anniversary, a crazy FluentBooking launch, Halloween season…we’ve been busy! But if you know us, you know we’ll never abandon other products regardless of how much we grow. WooCommerce – Advanced Reports. What integrations are available with FluentCRM? FluentCRM is a marketing automation plugin for WordPress. Activate License on New Domain. Open Rate: Number of email opens and ratio calculated in percentage against total emails sent. FluentCRM is the best and complete feature-rich Email Marketing & CRM solution. # How it works When an event is. Timezone: Carefully look for the Timezon in your WordPress General Settings and set it according to that. The FluentCRM Paid version offers an array of Annual Plans, priced from $129 to $499, catering to different preferences and needs. Learn more. This option offers powerful filtering by various contact data that are either static or dynamically changed upon. Primary Automation Triggers. Migration to FluentCRM is now just a few steps of work. 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. FluentCRM Contacts Status. Al analizar los KPIs y métricas en los reportes CRM, puedes identificar áreas de mejora y ajustar tus estrategias en consecuencia. Then, you will have to head over to FluentCRM and set up another automation for the outgoing webhook. FluentCRM 2. Split test automation scenarios. Then click on Create Webhook to make a new WebHook. Spread the word about your new website launch. How would you measure your email marketing KPIs when you’re automating them? Fortunately, FluentCRM tracks all the email newsletter broadcasts so that you. On the next screen, you will be asked to give MailChimp API Keys, you can acquire the API key…. Once you click on “ Add Company “, a pop-up will appear where you can enter. Then upload your JSON file to get started. Throughout the article, we have expressed how quick our development was and how fast we plan to make FluentCRM a robust CRM solution for the WordPress community. From the Cloudways dashboard go to the Application tab by clicking the Application Menu link. For example, if your database has a JSON or TEXT field type that contains serialized JSON, adding the array cast to that attribute will automatically deserialize the attribute to a PHP array when you access it on your. Give a name for your webhook and select the lists and tags you want to assign to contacts through the webhook integration. Ultimately, the CRM/ERP integration saves your company time and money in labor costs. Represents the average amount of time it takes for a lead to become a customer. What sets FluentCRM apart from its competitors is that it is a self-hosted. Sequence filtering for automation. Supported triggers and actions in FluentCRM. # Built-in FluentCRM DB Models. 8. Enviar secuencias de correos electrónicos automatizadas. FluentCRM is a great way to manage customer relationships without doing every small detail on your own. If you choose the first option, you’re going to see the following screen. Paid plans comparison: FluentCRM’s pricing is based on the number of sites you are managing. FluentCRM Pro v2. Delete connected contact when a user gets deleted: If you want to remove a user from FluentCRM when the user is deleted from the WordPress user base, you can utilize this option. Bounce Handlers. Sales Cycle Length. 7. Pricing types. Configure Amazon SES to send bounce information to FluentCRM. Pricing range. Install, Upgrade and Activate FluentCRM License; Transfer License from one Domain to another; Introduction to FluentCRM Dashboard; Migrating into FluentCRM from Other PlatformsFluentCRM has a basic free version available at WordPress. Premium version pricing starts at $129/year for a single site. 5. Compare pricing of HubSpot vs FluentCRM with the following detailed pricing plan info. That’s all for E-commerce triggers. Zapier Integration with FluentCRM. It allows you to create forms, segment contact lists, set up email campaigns, email marketing automation funnels, and email sequences to send personalized, behavioral emails at different stages of your. Ideal for beginners to quickly get started with email lead generation to advanced users wanting to set up funnels with advanced tagging. This brings up the conditions. Internal Description: A Short Description that is described in the Internal Description. With its unique automation features, you can e. Discover how FluentCRM combines affordability with robust functionality, making it an attractive choice for those seeking a powerful email marketing solution without breaking the bank. FluentCRM offers numerous easy-to-use hooks, functions and PHP API to interact with it's data and underlying API. FluentCRM is a highly flexible plugin that works with many different eCommerce, membership, and learning management plugins. FluentCRM Email Campaigns are single email messages sent to all or part of your subscribers. Fluent SMTP takes emails from FluentCRM and then relays them to the Email Delivery Provider you configure in settings and used from FluentCRM. FluentCRM smartcodes. FluentCRM is built on top of WordPress REST API and depends on CRON jobs and REST API endpoints. FluentCRM es un plugin de automatización de email marketing para WordPress. Then, choose Import from Other Platforms and select ConvertKit from the list of providers. Attach subscribers to company. 0. Property|FallbackValue|Transformer}} DataGroup: FluentCRM has different types of data group. First, go to your FluentCRM dashboard and hit the Import button. However, if you still have questions, this FAQ page is the perfect place to get your question answered. On the next screen, you will be asked to select the Separator Operator of the CSV file. Track your earnings in real-time with Numerics' Earnings this month widget for FluentCRM. As we have seen and learned about the Contacts Dashboard and also the General & Dynamic Segmentation of the FluentCRM contacts, we have noticed that there is an Advanced Filtering option available in the FluentCRM. That means, more than 3,000 businesses are automating their email marketing with FluentCRM. As an Email Marketing Application, It is necessary to have business details and a logo of the business company that is used in emails, prints, and communications in FluentCRM. Get all the KPI metrics & Make data-driven post-campaign actions! Smart Contact Segmentation Categorize your users into different lists, and tags, and deliver the unique personalized emails your audience deserves! 360° Contact OverviewAs per our testing, FluentCRM can send bulk emails about 2X speed. Aside from the pre-made templates, You can also add other input fields in the Opt-in forms and feed them to FluentCRM. Buy Pro Now. It includes it's main functionalities, enabling users to manage contacts, send emails, create basic automations. FluentCRM 2. It’s an affordable option that can significantly cut down email marketing costs for small businesses, LMSs, and Membership sites. # Using Cursors The cursor method allows. Subscribed: Someone who has opted in from your lead sources and also confirmed the double opt-in email you sent. Here, we will briefly discuss 13 customer experience metrics. In this tutorial, we will be learning about FluentCRM Automation Editor which lets us create new automation, select the trigger, add actions & conditions as we want to set up, and choose to end the. The URL to the Cron Invocation via the web page of the WordPress Cron Script. With FluentCRM, you only pay for the email you send, making it a cost-effective email marketing solution. Then paste the webhook URL and select Bounce and. First, go to your FluentCRM dashboard and click on the Forms option from the menu. FluentCRM is a WordPress Plugin. Create. Today, we released version 1. #Array & JSON Casting. The creation window will show a few options and we do not have to worry about all the things. BuddyBoss/BuddyPress Integration. This option offers powerful filtering by various contact data that are either static or dynamically changed upon. No. You also get quick links to navigate across the features inside FluentCRM. It’s relatively easy for you to use this integration without any extra effort; just a 3 step process: First, make sure you have WPFunnels Pro and FluentCRM activated on your site. Nhận tất cả các chỉ số KPI & Thực hiện các hành động sau chiến dịch dựa trên dữ liệu!So, FluentCRM 2. This update comes with improvements to the newly released recurring campaign, more smart code for your dynamic data, and some under-the-hood improvements. Campaign Performance. Omnisend pricing varies based on the number of subscribers. Now click on the Create List button and name your list. 4 fixed Contact import with company name supported now Active Campaign import improvement (Thanks to WPFusion) = 2. Email Subject & Body. They let you measure these steps and automate the funnel based on goal. Back to top. Using a visual template designer you can create marketable templates that will build successful campaigns. Tutor LMS is one of the prominent LMS plugins in the market and many FluentCRM users are also using Tutor LMS. Step 2: Sending outgoing webhook request with. Take your business to new heights with FluentCRM’s centralized reports shown in numbers and graphs! You can get an overview of your subscriber growth, campaigns, email stats, and analyze their performances within specific timeframes. Using their CRM, reps can track KPIs against the baseline set by the rest of the team, and work to improve their performance in healthy competition with the rest of the team. FluentCRM Developers. At first, go to your FluentCRM dashboard and click on the Automations tab. Belongs To: CRM KPI Dashboard Metric Category: Customer Loyalty. TutorLMS Integration with FluentCRM. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Average Order Value (AOV),. FluentCRM is rated 4. And we clearly do not want to use our own web servers to send mass email. WordPress CRM plugin #4: WP ERP. With this feature, you can streamline your workflow. Below is a screenshot of an Email campaign while sending a. The wait is over… the FluentCRM LTD is officially here! FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Improved Tutor LMS Integration. What’s New in FluentCRM 2. Resend Failed FluentCRM Emails Using WP Mail SMTP. FluentCRM: 2. Action Blocks. With your logo and customized color scheme, they’ll stand out even more. Then you will see a pop-up window appear, here you can enter a suitable Internal Label. LifterLMS – Advanced Reports. Birthday Automation Trigger. ConvertKit is a versatile email marketing tool for professional bloggers, authors, and digital marketers. Then you will find a page appear where you have to select the form & Map Primary and Other data. They consolidate the data, displaying it through metrics you chose as your KPIs, and provide you with interactive,. Mobile-optimized design. 2. The best thing about FluentCRM is that it lets you set up automated email sequences and marketing automation funnels within the convenience of WordPress, making it the best plugin to run a newsletter campaign. Paid plans comparison: FluentCRM’s pricing is based on the number of sites you are managing. To the left is a tracker of sales by sales rep, designed to accurately measure the revenue contribution of each team member. Starbucks didn’t shy away from giving offers as well. Clearout performs 20 validation checks while cleaning your bulk email list. FluentCRM is going to use Wordpress’s built-in email sending function. FluentCrmApi('tags') basically returns FluentCrmAppApiClassesTags Model class instance. 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. Now comes, Clearout, yet another great email list cleaning service! It is one of the market’s most user-friendly email list cleaning services. And it’s all because of you —our amazing brand. Compose Email in FluentCRM. Our developer team is working continuously to improving it, and this last month, we have released 14 feature…FluentCRM is a marketing automation plugin for WordPress. This topic was modified 1 year, 7 months ago by mose77. Install, Upgrade and Activate FluentCRM License; Transfer License from one Domain to another; Introduction to FluentCRM Dashboard; Migrating into FluentCRM from Other Platforms; Global Settings. Select Edit Integration Settings to go to the FluentCRM Integration Feed settings of Fluent Forms. 5. The plugin is now contributing 20% of our annual revenue. With a 360° contact overview, get purchase records and communication history to understand your customers. The Enable Create new contacts in FluentCRM when a visitor adds a comment in your comment form option automatically adds your site commenter as a subscriber in FluentCRM by adding a checkbox after the comment box. 7. FluentCRM. Enable – Tag-based double optin redirect. Start Automating Emails from Your WordPress Dashboard (Free!) 4. To add Company details, simply click on “ Add Company “. 0 of the Booking & Appointment Plugin for WooCommerce, we have done the integration with FluentCRM. A popup form will appear, and you will see the available Field Types.