FluentCRM : Le meilleur CRM WordPress pour l'automatisation du marketing

Is FluentCRM the best WordPress CRM?

FluentCRM is a brand-new product, but with a bold promise: manage your leads and run a full-fledged marketingautomation platform and self-host directly in WordPress.

Let’s see if FluentCRM lives up to its billing.
Article summary

What can FluentCRM do?

Tableau de bord FluentCRM affichant les statistiques des campagnes d'emailing et l'augmentation des abonnés.
Capture d'écran du tableau de bord FluentCRM montrant le nombre de contacts actifs, de campagnes, d'emails envoyés, d'étiquettes et de modèles d'email. Inclut un graphique sur l'augmentation des abonnés.

Contact management

Each contact has a pretty profile where you can easily manage all their data.

You have all the basic contact information. You can easily add/remove tags and add/delete subscribed lists. This also helps you segment your contacts effectively, improving lead management.

Interface de gestion de contacts dans FluentCRM sur WordPress.
L'interface de FluentCRM permet de gérer facilement les informations des contacts, de segmenter les listes et d'ajouter des étiquettes, tout en offrant une vue d'ensemble claire de chaque contact.

On the E-mails tab, you can view a history of the e-mails they have received, as well as the sequences or automations they are on.

Tableau de bord FluentCRM gestion emails et automatisations
Tableau de bord FluentCRM montrant la gestion des campagnes d'emails, séquences d'emails et automatisations avec les statuts correspondants.

Each contact also has a notes section where you can add random notes to their profile.

Interface de remarques et activités de contact dans FluentCRM
Capture d'écran de l'interface de gestion des remarques et activités de contact dans le plugin FluentCRM.

Each note can be of a different type (such as a note, a call, an e-mail, a meeting, etc.) so that you can have a good history of relations with that person (like a typical CRM).

You can also add your own custom fields, and it’s a nice, clean interface. You can even use different types of fields, such as text, numbers, drop-down lists, radio buttons and checkboxes.

Each contact can be marked as a prospect or a customer. In addition, each contact has a status such as subscribed, unsubscribed, bounced, etc.

Lists, tags and segments

Interface de gestion des listes de contacts sur FluentCRM montrant diverses listes de diffusion avec des détails sur les abonnés et les dates de création.
Interface de gestion des listes de contacts dans FluentCRM

The way FluentCRM handles things is quite similar to other tools.

  • Lists: You can have several lists with this CRM. Many people will only have one list, but you can have more if you wish.
  • Keywords: Quite explicit.
  • Dynamic segments: You can create list segments based on various conditions and save them as dynamic segments. This means that people will automatically be added/deleted from this segment if they match the criteria.
Tableau de bord FluentCRM montrant la liste des étiquettes et leurs détails.
Capture d'écran du tableau de bord FluentCRM affichant la liste des étiquettes avec leurs détails tels que l'ID, le titre, le nombre de contacts et la date de création.
Interface de gestion des segments dynamiques dans FluentCRM
Capture d'écran de l'interface FluentCRM montrant la gestion des segments dynamiques, avec des options pour créer et éditer des segments personnalisés.

To put it simply, it all adds up to flexibility.

Sending e-mails and campaigns

Tableau de bord des campagnes d'email FluentCRM montrant les statistiques de performance.
Capture d'écran du tableau de bord FluentCRM affichant les performances des campagnes email, incluant les titres, le statut, les dates, le nombre de destinataires, et les taux d'ouverture et de clic.

Every time you send an e-mail to your list with FluentCRM, it’s called a “Campaign“.

Tableau de bord FluentCRM montrant les séquences d'e-mails et le nombre d'abonnés.
Capture d'écran du tableau de bord FluentCRM illustrant différentes séquences d'e-mails et le nombre d'abonnés pour chaque séquence.

Basically, you have the following elements:

  • Campaigns: Send any e-mail to your list.
  • E-mail sequences: For series of e-mails that you can send automatically according to a predetermined schedule.
  • E-mail templates: design and write e-mails, and save them in the system for later use.
Tableau de bord FluentCRM montrant les statistiques des séquences d'e-mails, y compris les taux d'ouverture et de clics.
Le tableau de bord FluentCRM affiche les performances des séquences d'e-mails, avec des données sur les taux d'ouverture et de clics pour chaque mission.

You design and edit your e-mail using theblock editor. It’s fairly simple to use and makes editing your e-mail as easy as editing a blog post.

Logo de Michaël Kihl et exemple d'e-mail avec FluentCRM
Cet e-mail marketing montre comment Michaël Kihl utilise FluentCRM pour gérer ses campagnes de marketing et la gestion des prospects directement depuis WordPress.

If you want to code your e-mail in HTML, you can do that too. If you want a simple classic editor, you can simply use the “Classic Editor” block and it’ll be “old school”. The point is, you’ve got enough flexibility.

All in all, it does what you need for effective prospect and customer management

Registration forms and integrations

Currently, one of FluentCRM ‘s biggest weaknesses is itsintegration with opt-in form generators.

Tableau de bord de gestion des formulaires avec Fluent Forms sur WordPress, montrant la liste des formulaires avec leurs titres, ID et options.
Capture d'écran du tableau de bord de Fluent Forms sur WordPress, affichant la gestion des formulaires avec des détails tels que les titres, ID, et options d'actions pour chaque formulaire.

“Ready to use”, FluentCRM is uniquely designed to work with Fluent’s own form generator: FluentForms.

Formulaire de sondage sur les constructeurs de pages WordPress avec des options telles que Oxygen Builder, Elementor et Kadence Blocks.
Formulaire de sondage Fluent Forms demandant aux utilisateurs de choisir leur constructeur de pages WordPress préféré. Les options incluent Oxygen Builder, Elementor, Kadence Blocks, et plus.

If you visit the Forms screen without it, you’ll be asked toactivate FluentForms. You’ll automatically get the free version, but you can upgrade to PRO if you want more features.

To be clear, using Fluent Forms seems like a viable solution, it seems like a pretty capable plug-in. And it’s a really tight integration with FluentForms and FluentCRM (as you’d expect).

But what if you want to use other opt-in form generators? How do you use Fluent CRM? This is a weak point.

Currently, FluentCRM integrates with other plug-ins that would collect lead information for you (such as opt-in plug-ins).

Thanks to these integrations, you can easily add people to your FluentCRM list if they enter via other systems.

Automation funnels

The promise of this plugin is to eventually be a completemarketing automation platform inside WordPress, offering advanced app management and automation.

Interface de gestion des automatisations dans FluentCRM sur WordPress
Puissant pour la gestion de CRM et l'automatisation du marketing.

Although it still has some way to go to rival Drip or ActiveCampaign, the plug-in is off to a good start.

Like any platform of this type, an automation is a series ofactions that are executed in sequence. Each automation has a trigger that sets it in motion automatically.

Tunnel d'automatisation de FluentCRM pour réaliser les premières ventes, incluant soumission de formulaire, envoi d'e-mails, gestion de liste et tags, et attente de 10 jours.
Tunnel d'automatisation dans FluentCRM, illustrant le processus de gestion des prospects, l'envoi de séquences d'e-mails, et l'application de tags pour améliorer les ventes

Fluent CRM can trigger automations based on a new WordPress user registration (good for membership sites), CRM actions(lists added/deleted, tags added/deleted) or the submission of a registration form(with FluentForms).

Interface de création d'automatisation CRM dans FluentCRM
Capture d'écran de l'interface FluentCRM montrant les options de déclencheurs d'automatisation pour la gestion des contacts.

Automation itself involves many of the usual actions you can perform.

You also have what they call Benchmarks. These are goals you can place in the middle of an automation, and when that trigger occurs, the person jumps to that point in theautomation.

Capture d'écran du tunnel d'automatisation FluentCRM pour AffiliateWP montrant le flux des étiquettes et des séquences d'e-mails
Cette capture d'écran illustre le tunnel d'automatisation mis en place avec FluentCRM pour gérer les séquences d'e-mails et les étiquettes d'AffiliateWP. Le flux montre les différentes étapes depuis l'application de l'étiquette jusqu'à la fin de l'automatisation.

So, for example, you could have an automation where a person receives a series ofe-mails to get him to buy something. But if he buys it, you don’t want to keep sending that promotion.

So you could have a benchmark that says when the “Client” tag is applied, cancelautomation and stop sending anything.

Intelligent contact segmentation

FluentCRM enables you to discover common patterns, understand user behavior, and classify your contacts into the right categories, simplifying the management of your prospects and customers. This intelligent segmentation helps to handle large volumes of contacts efficiently, and to engage different segments in a more targeted way.

Interface des segments dynamiques de FluentCRM avec listes des segments d'utilisateurs
Capture d'écran de l'interface FluentCRM montrant les segments dynamiques des utilisateurs.

Bulk emailing

With FluentCRM, sending mass emails is child’s play. You can create an email campaign, compose a new message or select one from your saved templates. It’s also possible to test your subject lines with A/B testing, set up UTMs for more in-depth tracking, and send emails to a list of recipients, excluding some if necessary.

Advanced reports

FluentCRM offers advanced reporting functionality that provides detailed data on your email campaigns and marketingautomation. This helps you understand your business at a glance, analyze to improve, and optimize to convert more.

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To conclude

At present, automations in FluentCRM are only linear. You can’t define conditions to execute different actions based on different conditions, or run anything in parallel.

Despite a few improvements still to come, FluentCRM Pro remains one of the best WordPress automation plug-ins.

Manage your leads and customers, e-mail campaigns, automated e-mail sequencing, learner and affiliate management, and monitor user activity and more all in one place; without ever having to leave your WordPress dashboard – that’s the promise of FluentCRM!

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