CRM: Contact Management Simplified – UkuuPeople

Description

UkuuPeople helps you elegantly manage all of your human relationships. UkuuPeople is the easiest CRM tool for WordPress. UkuuPeople effortlessly ties all of your contact interactions and contact data collection tools together to form one authoritative master list of all of your contacts and a record of your interactions with them.

UkuuPeople keeps you in the know using four main elements:

  • Touchpoints. Track every interaction.

  • Tribes. Segment your Humans based on groups that are relevant to you.

  • Integrations. Extending the awesome.

  • Dashlets. Quick ways to interact with CRM data—personalized for you.

UkuuPeople Features:

  • Manage your human relationships
  • Track your relationship activity using TouchPoints
  • Attach files to TouchPoint records
  • Quickly view upcoming schedule and favorite contacts with Dashlets
  • Build your email list
  • Schedule meetings and tasks then assign them to team members
  • Automatically collect data from front end forms
  • Share relationship data with your whole team
  • Capture donation or payment information and display in contact dashboard
  • … and much more!

See all the features on the UkuuPeople Website.

Visit the UkuuPeople Demo Site to:

  • Create client account pages
  • Creat a contact form
  • Create a donation page
  • Sell a product
  • Create a business directory
  • Build a mailing list

UkuuPeople Demo Website

Extend the Awesome

UkuuPeople has a growing collection of add-ons to create an even more robust and full featured solution to your needs. You’ll find integrations with Gravity Forms, Opportunity/Lead Management, MailChimp, Give Donation Pages, Import/Export Tools, Google Apps and even more…

Don’t miss out on the latest news!

We’re constantly creating new features and premium add-ons. Don’t miss out. Join the Campfire. Tweet to us and like our Facebook page.

Go get your people!

You got this.
Build a tribe.
Or tribes.
Strengthen your cause or sell your product.
Go conquer the world!

Docs & Support

You can find docs, FAQ and more detailed information about UkuuPeople on (http://ukuupeople.com/).
If you were unable to find the answer to your question on the FAQ or in any of the documentation, you should check the support knowledgebase.

Translators

Currently it supports only
-English

Screenshots

  • WordPress dashboard with UkuuPeople dashlets.
  • UkuuPeople contact listing.
  • UkuuPeople contact dashboad (includes contribution display - add-on required).
  • UkuuPeople TouchPoints listing.

Installation

Minimum Requirements

  • WordPress 4.6 or greater
  • PHP Version 5.4 or greater
  • MySQL version 5.0.15 or greater

Automatic Installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of UkuuPeople, log in to your WordPress dashboard, navigate to the Plugins menu and click “Add New”.

In the search field type “UkuuPeople” and click Search Plugins. Once you have found the plugin you can view details about it such as the the point release, rating and description. Most importantly of course, you can install it by simply clicking “Install Now”.

Manual Installation

  1. Download the plugins from: http://ukuupeople.com/
  2. Upload plugin files to your plugins folder.
  3. Activate the plugin.
    On successfull activation, UkuuPeople menu will be dispalyed in admin menu.

For basic usage, you can also have a look at the plugin homepage.

Updating

Automatic updates should work great! As an added precaution, just be sure to always create a backup prior to updating.

FAQ

Do you have questions or issues with UKUU PEOPLE? Use these support channels to learn more.

  1. Documentation
  2. FAQ
  3. Ask a Question
Installation Instructions

Minimum Requirements

  • WordPress 4.6 or greater
  • PHP Version 5.4 or greater
  • MySQL version 5.0.15 or greater

Automatic Installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of UkuuPeople, log in to your WordPress dashboard, navigate to the Plugins menu and click “Add New”.

In the search field type “UkuuPeople” and click Search Plugins. Once you have found the plugin you can view details about it such as the the point release, rating and description. Most importantly of course, you can install it by simply clicking “Install Now”.

Manual Installation

  1. Download the plugins from: http://ukuupeople.com/
  2. Upload plugin files to your plugins folder.
  3. Activate the plugin.
    On successfull activation, UkuuPeople menu will be dispalyed in admin menu.

For basic usage, you can also have a look at the plugin homepage.

Updating

Automatic updates should work great! As an added precaution, just be sure to always create a backup prior to updating.

Reviews

exciting to see how far this has come

Disclosure: I’m part of the Ukuu team.

I love the ability to manage donations and form entries from my wordpress dashboard. I highly recommend this to churches I work with, and other nonprofits. The team is committed to excellence and caring support.

Excellent CRM & Support

If you’re after a CRM that’s integrated into WordPress, you owe it to yourself to check this one out. It’s clean and functional. The support team rocks. I’m happy to make this my default, go-to CRM for my customers.

Read all 9 reviews

Contributors & Developers

“CRM: Contact Management Simplified – UkuuPeople” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.6.2

  • Fixes for some users with older versions of PHP.
  • Bug and styling fixes
  • Enhancement for file upload activity in dashlet

1.6.1

  • Fix for errors on some hosting environments.

1.6.0

  • Major feature update.
  • Update dashlet for TouchPoints to display today forward instead of all Scheduled.
  • Update TouchPoint Dashboard with filter for “TouchPoints Assigned To”
  • Add German Translation
  • Add ACL Controls for Roles
  • Bug and styling fixes
  • Add welcome screen on activation
  • Fixes to Quick Edit and Bulk Edit options
  • Remove “View Post” labels on Contact dashboard
  • Add sort by to more columns including inactive days.

1.5.6

  • Fixes for WordPress 4.7

1.5.4

  • Addition of support for Opportunity Management Add-on
  • Change of Dashboard Menu from “UkuuPeople” to “Contacts”
  • Minor Changes to TouchPoints

1.5.3

  • Changes to fix incompatibility with some versions of PHP 5.3. Thanks to @kjohnson
  • Changes to add better support for tranlations for CMB2 fields. Thanks to @jessor
  • Updated version condition to show dialog box on TouchPoints for WP version 4.2.6 and 4.2.7
  • Filter changes for UkuuGive version compatibility
  • Added filter for tab view

1.5.0

  • Introduction of enhanced admin settings panel for consolidation of licensing and integration settings
  • Enhancements to navigation in contact dashboard and touchpoints dashboard

1.0

  • Changes to UkuuPeople Touchpoints interface