Contact management has never been more pleasant.

A unique customer relations management system seamlessly integrated into your WordPress control panel. Your customers and prospects' information is stored in the WordPress user database, giving you the ability of utilizing the vast pool of WordPress plugins to collect and analyze user information.



Not Just Contacts

the contacts table
  • Save all your WP-CRM contacts as WordPress users!
  • Take advantage of all the various WordPress features and plugins to manage your business network’s experience.
  • Give backend access rights to your contacts, contractors and employees.
  • What you can do is limitless!

Attributes and Labeling

Assigning parameters to users
  • Power to organize your contacts in the most flexible way possible.
  • Create custom fields and provide custom data!
  • Client IDs, advanced contact classification, little details that make the difference, everything is possible.
  • Use custom data to organize and filter your business network the way your business requires you to.

Lead-Generating Forms

Creating contact forms
  • Create your own forms with custom data fields of your choice.
  • Apart form sending messages, these forms will collect all kinds of custom data which can be filtered for easy contact analysis.
  • These forms can create users with the user role you want to assign!

Base Settings

Translating plugins

A guide to translating our plugins and Premium Features in any language.

Getting Started with Premium Features and Themes

How to download and enable your purchased products, and manage your licenses.

WP-CRM Settings: The Shortcode Forms Tab

This tutorial will cover the options present under the ‘Shortcode’ Tab in WP-CRM Settings.

WP-CRM Settings: The Data Tab

This tutorial will cover the options present under the ‘Data’ Tab in WP-CRM Settings.

WP-CRM Settings: The Notifications Tab

This tutorial will cover the options present under the ‘Notifications’ Tab in WP-CRM Settings.

WP-CRM Settings: The Features Tab

This tutorial will cover the options present under the ‘Features’ Tab in WP-CRM Settings.

WP-CRM Settings: The Roles Tab

This tutorial will cover the options present under the ‘Roles’ Tab in WP-CRM Settings.

WP-CRM Settings: The UI Tab

This tutorial will cover the options present under the ‘UI’ Tab in WP-CRM Settings.

WP-CRM Settings: The Main Tab

This tutorial will cover the options present under the ‘Main’ Tab in WP-CRM Settings.

CRM Process

Forms and Automatic User Creation

This tutorial involves designing a form and using that form for automatic user creation.

Creating Users and User Data

In this tutorial we will see the typical steps involved in creating users and managing user data.

Premium Features

Translating plugins

A guide to translating our plugins and Premium Features in any language.

CRM-Message Groups

Send group messages to your users from within your WordPress control panel.

News

WP-CRM 0.36.0 has been launched.

Changelog: * Added back-end styles compatibility with WordPress 3.8 and higher. * Fixed default role on user creation. * Fixed general send notification functionality. * Fixed notification sending on ‘User Registration’ event. * Fixed text/textarea/date attributes values with predefined options. * Fixed some localization issues related to dynamic values. * Updated Portuguese (BR) Localization. * [...]

WP-CRM 0.33.0 – Better emails, better access, better management

WP-CRM version 0.33.0 is out and has many improvements! Some include: Setting user roles on the user’s edit page, email ajax validation, editing and removing uploaded files, password reset fixes, better user access. Here is the complete changelog: Added WordPress 3.4-RC1 compatibility. Added the ability to set Capability Role on user’s edit page Added ability to [...]

WP-CRM 0.31.0 – BuddyPress compatibility, attribute grouping and more!

WP-CRM API – Custom Notificaiton Events

WP-CRM is meant to be expandable and has a rich API interface. You may have a plugin, or some custom functionality, that requires some sort of notification e-mail, or text message, to be sent out.