I'm a WordPress & WooCommerce user who regularly sends mailings to subscribers using MailPoet.

I'm new to CRMs.

I don't know what I don't know.

From my experimentation, Jetpack CRM + WooCommerce + MailPoet accomplish the actions outlined below. Are these features robust? What am I missing that I should be conscious of?

What JetpackCRM Does Do:

Aggregation:

• JetpackCRM centralizes WordPress registered users, WooCommerce customer transactions, and MailPoet subscriptions down to the individualized contact level.

Segmentation:

• By Status (Lead, Customer,Donor,Canceled,Blacklisted,etc.)
• By Companies.
• By "Is" or "Is Not" Store Customer.
• By Store Order Count.
• By Tags (JetpackCRM created & MailPoet generated, custom-added).
• By any mix of the above.

Mailings:

• Send emails by segmentation or to individuals.
• MailPoet handles triggers for mailings.
• MailPoet supports timed mail sequencing.
• Forms Assign form-specific tags to incoming submits (searchable & sortable within JetpackCRM).
• MailPoet handles mailing analytics and reports.
• Includes a visual mail builder.

Contact Activity Logs

• Keeps a log of customer actions, transactions, and communication (No Calls/SMS support. Only mail).

Tasks

• Searchable & sortable by status, tags, and upcoming deadlines (30/60/90 days).
• Supports tags.
• Assignable to employees (selectable from registered wordpress backend users).
• Attachable to contacts or companies.
• (Rigid) 24hr Task Due Reminders.

Quotes & Invoices

• Creates Quotes (supports templates & dynamic customer placeholders).
• Creates Invoices.
• Assign quotes & invoices to contacts
• Auto message contacts when a quote or invoice is assigned to them.
• Auto generates a frontend customer portal when quotes, invoices, files are assigned to a contact and invites them to create viewing credentials.

Client Portal (Frontend)

• Generate a Frontend Client Portal from the 'Edit Contact Page'. Allows for contacts to access their quotes and invoices.

Data:

• Exportable

How do these capabilities stack up against what people want in a good CRM? What do most people need from a CRM that isn't here?