WP-CRM

Features

Native integration with WordPress users

You will see all your users in WP-CRM Peoples tab

Expand your user's data

Use custom data to organize and filter your business network the way your business requires you to.

Lead-Generating Forms

Create your own forms with custom data fields of your choice.

Contact analysis

Apart forms sending messages, these forms will collect all kinds of custom data which can be filtered for easy contact analysis.

Grant access to particular roles

There is an option to set up which roles are allowed to manage WP-CRM plugin

Group notifications

Send group messages to the particular group of your users. You can filter by any attribute to group users.

User activity and note tracking

You will see all messages sent by wp-crm forms and admin notes in users profiles.

Other plugins integration

WP-Property and WP-Invoice plugins integration

How WP-CRM works

After you installed the WP-CRM plugin, you will see all your users in All people tab

You will also see the filter in the sidebar where you can filter users by any attribute

In the same filter, you can Visualize user data. You will see graphics for all attributes from your Data tab which have Dropdown or Checkbox Data Input and filled at least in 2 users profiles.

Send a message to all users which you have or to some particular which you choose. You can choose a template or create a new message.

Create your own forms with custom data fields of your choice. You can have multiple forms located at different places on your website.

Set up different notifications for admins and users which filling your forms. personalize notification by using user attributes, like First Name and so on