This plugin hasn’t been updated in over 2 years. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.

This plugin has been closed and is no longer available for download.

CRM

Description

CRM packages for WordPress often fall into one of two categories:
– You have to pay a monthly fee to use a service behind it
– It’s too complex to use inside of WordPress

CRM for WordPress was built with ease-of-use and reasonable costs for the small and medium business that uses WordPress for their site. CRM for WordPress allows you to:
– Capture and manage leads
– Collect contact information
– (COMING SOON) Manage a full sales funnel
– (COMING SOON) Integrate with major marketing automation services, such as MailChimp, Aweber and more

CRM for WordPress allows users to add clients, suppliers or opportunities. You have the ability to add notes to each client and also to assign reminders. You can sort by category (client, supplier, opportunity), and within this an extra field in opportunity allowing you to give each opportunity a value (ready to buy, looking for quotes, buying 6 months, first contact and no longer interested). These values will be listed when you sort by opportunities. You are also able to assign more than 1 address details or you can add a secondary contact to each record.

CRM for WordPress allows you to keep your data in your WordPress site. It will allow you to eventually synchronize data across your services (COMING SOON).

We’ve just taken over the plugin as the previous author had abandoned it. All reviews from Oct 2015 and beyond are current with the new version of the plugin. If you haven’t used it in awhile because it wasn’t being updated, come on back and give it another try. We have a lot planned for CRM for WordPress!

Screenshots

  • Initial view.
  • Add or edit contacts.
  • Add notes.
  • Add reminders.
  • Contact info display.
  • Settings.

Installation

  1. Login to WordPress as an administrator
  2. Go to your Plugins install area under Plugins->Add New
  3. Enter “CRM” into the search field. Hit Enter
  4. Find this plugin in the search results (“by D. Rodenbaugh”)
  5. Click on Install Now
  6. When the install is complete, click the Activate Plugin link
  7. You’re done!

FAQ

1. How does the reminder section work?

To make the reminder section work you have to set “cron_reminder.php” file as cronjob on your webserver.

Reviews

Buggy and Not Clear

It’s a good start, but it’s buggy and it’s not clear where they’re going with this. I don’t see a vision, just incomplete looking product

Works Great!

This was very user friendly and I’ve been looking for a CRM plugin that I don’t need to pay high monthly fees for. So far everything works great and I like how I get all my data within the WordPress admin panel. Definitely recommend this to anyone that doesn’t want to subscribe to some other websites and dish out lots of money! Thanks!

Plugin is new and improved

We’ve taken it over from the previous developer, updated for WP 4.x and are planning a big roadmap of features. You should check it out!

Read all 4 reviews

Contributors & Developers

“CRM” is open source software. The following people have contributed to this plugin.

Contributors

Translate “CRM” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

2.0

  • Updates to support WP 4.3.x
  • Removal of PHP shorttags
  • Function and class prefixes added
  • Changed plugin file references

1.1

  • Latest version