35 thoughts on “WordPress CRM”

1. I see from the examples that it stores information, but (at least this page) isn’t very clear about how it handles other CRM functions: Does it create a prospect (data capture) form for the WP site? How does it handle the contacting of clients? Does it bulk email? Does it individual email? Handle attachments? Does it track where prospects are in the sales pipeline?

   Thanks,
   Lance

2. I’m interested in using your plugin for WordPress to capture potential clients, but I can’t figure out how to integrate a form that website visitors fill out with your application. I want the data in the form to automatically update your database. Any ideas?

3. great idea and potentially quite useful. if you could add the monetary value of each opportunity and its probability – 10% for first contact, 50% at quote stage, etc – then this tool can also manage a sales pipeline, not only the contacts. in my view, small enhancement – big impact.

4. Does this plugin integrate with any mailing software to allow one to send emails to either individuals, groups or all contacts on the list?

   It would be very useful if it could?

   There is also other code that allows for mailing list integration at registration. It would be good if any users subscribing to the blog were given the option to add themselves to WP-CRM.

   Thanks.

5. … perhaps also to give different levels of access/permissions to different WP-users, e.g. edit to admin and editor, read only to users.

6. Hello,

   Nice work. I just wanted to ask if the plugin shows which user added the note?

   Thank you,

   Marcin

7. I had an error a “invalid header”, any help?

8. Can you have a client added via a script? Say from a contact form?

9. Great job, really liked the plugin. I wonder if there is a way to export customer data.

10. Is it possible to intigrate the CRM tool behind my public website in such a way that my employees can log in to it from home or any other place and we can use it as an CRM/intranet?

11. Great effort but it really does need one or two things to make it a great CRM.
    - Send emails -essential
    - Email templates – desired

    Of course there are other things that would be nice but the ability to send emails and retain the information you have sent is a real winner. I currently use Zoho CRM but it is complex and built to fill every requirement.

    Once again, thank you and well done

12. Cregy,

    I have installed and gone to CRM in Settings. When I select yes for “Give CRM its own top-level menu item?”, and go to update, I get this error. “Error! Options page not found.”

    Any Ideas?

13. Great application however, is there a way to import clients and such from excel or csv?

14. what is the short code for creating the form?

    • It is < then ! followed by --add-contact-- and then finished with the >

15. Just wondering
    1. if a client is able to login and remains at the frontend?
    2. a client can communicate / view message at the frontend?

    Thanks!

    • Hi Andy

      I’m afraid neither is possible but watch out for a new post to be completed shortly. I want to revisit the whole crm idea. I reckon I can make the whole thing a lot better.

      Thanks for your interest.

      Rich

16. this is an awesome plugin… when will a new release be introduced

    • Hi Jonathan

      Thanks for your comments they are very encouraging. I am about to start to look at rebuilding the plugin with a slightly different feeling.

      Rich

17. i try you plugin wordpress this day this week

18. Brilliant – thanks.

19. simply awesome.. looking for more features soon. like invoicing details esp. have to use another plugin wp-invoice for this but I guess you can do the same in this plugin

20. I think this will be a feature with the rebuilt version. Thanks.

21. Hey, I'd love to get involved with this development. Let me know if there is anything you want a hand with.

22. Is there a way to bring the form to front end of my blog?

23. This is a great plugin, I just love it's simplicity. If you ever want to extend it's functions, please keep the simplicity. Thumbs up!

    If you ever need translators for the plugin, let me know. I speak Dutch (native), French and English.

24. Has any further rebuilding started or being planned for this?

25. Yes. We are currently developing the email element and looking at the layout and functionality.

    Rich

26. do you have the option of editing a table for example a list of clients from the published website without having to go into the dashboard?
    steve

    • Not sure what we mean? Could you give me more details please? It doesn't sound like something we will be offering though.

      Thanks

      Rich

27. Hey Rich, excellent work so far, I implement lots of CRM and ERM software for my clients and would be only too pleased to give input, feature suggestions and implementation advice if you need it.

    Most CRM software is too hard for companies to use/learn but I believe that this system could be the easiest as long as the updates stay inline with the rest of the platform.

    Drop me an email if you want my help.

    Darren

28. Hi,

    I justed installed the plugin, and it is great. Thanks a lot !!

    I just wanted to suggest that you add the possibility of creating new categories of contacts besides supplier, client or opportunity.

    Thanks !!

29. Hello, I wanted to learn if you can extend some functionalitesi if we pay ?

30. Hello, I also would like to know if there is a way to modify some of the terminology / names of stages and add different stage titles?

    I am VERY new to WP, I have always been a Drupal user but find it too much and too time consuming to do some things.

31. I'd like to know if multiple wordpress users can manage their own list of costumers. For example "editor1" manages ONLY "customerlist1", "editor2" manages ONLY "customerlist2", "admin" manages all of the lists.

    Thanks.

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