WordPress CRM Plugin – WP-CRM System

Description

WP-CRM System is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business.

More than a CRM

WP-CRM System allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Assists with GDPR compliance
WP-CRM System has optional features, which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Compliance requires actions on the part of your business that this plugin cannot provide.

Available features include a way for your contacts to view the data that is stored on them in WP-CRM System, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.

Not sure what GDPR is or if it applies to your business? Read our blog post on GDPR.

Try the Demo!

Not sure if WP-CRM System is the right WordPress CRM for you? Try out the demo to see how it works.

Premium Extensions Available

There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System.

  • Zapier – Connect WP-CRM System to over 750 different apps with Zapier. Send WP-CRM System to other apps, or create/update records in WP-CRM System from data in other apps.
  • WooCommerce – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
  • Easy Digital Downloads – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
  • Client Area – Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.
  • Less Accounting – Connect to Less Accounting to manage invoices, and client records.
  • MailChimp Sync – Subscribe contacts to your MailChimp list easily.
  • Invoicing – Send invoices to customers and accept payments by credit card through Stripe.
  • Custom Fields – Add extra fields to WP-CRM System. Keep track of an unlimited number of extra data for all of your records.
  • Dropbox Connect – Attach files from your Dropbox account to any record in WP-CRM System.
  • Slack Notifications – Alert your team through a Slack channel whenever a project, task, or opportunity is updated.
  • Email Notifications – Alert assigned users via email whenever a project, task, or opportunity is updated.
  • Ninja Forms – Automatically create new contacts in WP-CRM System whenever a visitor fills out a contact form on your site (requires Ninja Forms).
  • Gravity Forms – Automatically create new records in WP-CRM System whenever a visitor fills out a contact form on your site (requires Gravity Forms).
  • Import Records – If you have records from another CRM or already in a spreadsheet, you can import them easily into WP-CRM System. This extension also allows you to export your records to a CSV file for use elsewhere.
  • Create Contacts from Site Users – If you have a large user base on your site already, you can quickly create new contacts in WP-CRM System from your existing users.
  • Zendesk Connect – View tickets submitted to Zendesk by your WP-CRM System contacts. Quickly create a WP-CRM System task, project, or opportunity from the information provided in the ticket.

Have a suggestion for a new feature?

We’re always looking to add new features to WP-CRM System. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it!

Need Help?

Documentation for WP-CRM System and extensions can be found on our website.

Get support from the WordPress support page for this plugin, or contact support.

Languages

WP-CRM System is written in American English, and has been translated into the following languages:

  • Russian – WP-CRM System Core Plugin by Maxim Glazunov
  • Polish – WP-CRM System Core Plugin by Pawel Michalski
  • Spanish – WP-CRM System Core Plugin by Adrián Quinteiro Ayán

If you would like to submit a translation, please submit it through our website.

Installation

  1. Download archive and unzip in wp-content/plugins or install via Plugins – Add New.
  2. Activate the plugin through the Plugins menu in WordPress.

FAQ

Installation Instructions
  1. Download archive and unzip in wp-content/plugins or install via Plugins – Add New.
  2. Activate the plugin through the Plugins menu in WordPress.
What makes WP-CRM System different from other CRM’s?

Many other CRM’s are hosted on the CRM company’s servers, which requires you to maintain an active subscription in order to access YOUR data. WP-CRM System gives you control over your data by keeping it all contained on your WordPress CRM website. You own it all and no one can ever keep you from it – just like it should be. There are no expensive contracts required in order for you to access your customer’s information.

Can I Share Information With Customers?

Sure! We have a Client Area add-on, which lets you assign projects, tasks, campaigns, and even invoices (with our Invoicing add-on) to your contacts. When your contact logs into their account, they’ll be able to see everything you’re working on for them.

If you need to show your contacts the data that you have on them for GDPR purposes, you will be able to use the GDPR settings to handle this without the need for any additional plugins.

What if I am coming from another CRM, can I import my data?

Absolutely. There are inexpensive extensions that allow you to import as little or as much information as you need to into your WordPress CRM.

Is my data secure?

Your data is only accessible through the WordPress CRM dashboard. None of it will be accessible through the public facing portion of your website unless you are using our GDPR features (see above). This allows you to provide access to as few or as many people as you need to.

Reviews

Fantastic CRM Tool

This a fantastic plugin with very good support. I was able to setup a membership database for a club website with over 500 individual organisations and thousands of member contacts.

There were some minor features lacking that I required, however when I mentioned these suggestions to the plugin developer he responded extremely quickly and released an update which included these custom feature suggestions.

Thanks again.

Does everything I need it to

Exactly the lightweight CRM tool I was looking for.

Intuitive enough for me to jump right in and create a contacts database.

It would be handy to be able to enter social media usernames for contacts, facebook page urls (not just website) and additional email addresses.

Top quality business tool

I am very impressed with the “WP CRM System” plugin. I have spent months, literally months, trying to code for myself a plugin that will do what this one does. It works out of the box. It has all the logic built in, to associate the various Custom Post Types with each other. It is well-coded and does not clutter up the database with unnecessary tables. I read some of the other reviews and I thought they were unnecessarily critical. If you want to add more fields to the contact record, just click “Screen Options” from the top of the screen, and select the “Custom Fields” checkbox. This functionality is built into WordPress, the plugin does not have to offer it separately. [correction: I see now that the plugin removes this default behavior.] In another review, someone criticized the way this plugin is coded, and I can’t figure out why. This plugin is written in tidy procedural code that uses action hooks in the proper WordPress manner. Extending a plugin is always very difficult; but if you aren’t familiar with writing plugin extensions, that’s not a good reason to diss on the plugin itself. Finally, someone called the optional paid extensions “nickel and diming.” It looks to me like the optional extensions are optional, and the completely free plugin works just fine without them. The optional extensions do look like they provide useful additional features; and if you want to get fancy, it’s reasonable to support the developer and buy the optional extensions. This plugin is NOT bloated with nags and alerts as so many other plugins are. This plugin offers a fully functional system, completely for free. It is not a demo. It does not require a subscription to some other service. You don’t have to pay for an upgrade to make it work. The data is stored on your own server, where you have complete control over it. Some future feature requests might include integrated data capture from front-end contact forms and/or WooCommerce sales in real time; and a component-based estimate generating system that’s as robust as the built-in project management system currently is. But those are feature requests; not criticisms. I think this plugin is excellent. I would highly recommend this plugin to sales-driven organizations; especially companies that generate estimates, convert those estimates into projects, break those projects into tasks, and assign those tasks to specific users. Five stars!

Read all 10 reviews

Contributors & Developers

“WordPress CRM Plugin – WP-CRM System” is open source software. The following people have contributed to this plugin.

Contributors

“WordPress CRM Plugin – WP-CRM System” has been translated into 1 locale. Thank you to the translators for their contributions.

Translate “WordPress CRM Plugin – WP-CRM System” into your language.

Interested in development?

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

Changelog

2.5.0

  • New: Introducing recurring Projects and Tasks. Create a project or task once, and have it automatically generate a new one after a given number of days, weeks, months, or years.
  • Depreciated settings for GDPR page. This has been replaced with the built-in WordPress privacy export and erase tools. The GDPR page setting will still function for anyone who was using it, but will no longer show as an option if it was not previously set.

2.4.1

  • Added upsell feature and minor improvements.

2.4.0

  • New: Introduced features to integrate with the WordPress privacy tools included in WordPress version 4.9.6. Includes the ability to export or erase information on a contact when the contact’s email address is entered into the export or erase tool in WordPress.
  • New: Included text to assist users when drafting their website’s privacy policy. Legal guidance is not provided. Only information about the types of information that is collected in WP-CRM System and where it is located.

2.3.0

  • New: Introduced features to allow users to more easily comply with GDPR rules. Those features include a way for your contacts to view the data that is stored on them in WP-CRM System, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted. This plugin by itself does not guarantee GDPR compliance.
  • Change: register taxonomies on the plugins_loaded action rather than init as was done previously. This allows taxonomies to be exported in reports since the export is done around the setup_theme hook, which takes place prior to init.

2.2.7

  • Fix: Variable $status used in WPCRM_System_Create for a new filter, which incorrectly caused the $status variable passed to the function to be overridden.

2.2.6

  • Update: Provided filter wpcrm_system_create_contacts_email_key_status, which can be used to change the post_status value when searching for existing contacts by email address. Default value is publish as this is the default post_status value, which was used previously.
  • Update: Provided filter wpcrm_system_menu_name to allow for whitelabeling of WP-CRM System’s menu name. This filter allows for changing the name in the left menu.
  • Update: Provided filter wpcrm_system_menu_icon to allow for changing the dashicon used in the menu next to WP-CRM System. By default the dashicon is dashicons-id.

2.2.5

  • Update: Provided filter ‘wpcrm_system_create-contacts_email_key’ which should return true or false. False is default, and will cause contacts to be created or updated based on the contact’s name. True would cause contacts to be created or updated based on the contact’s email address.
  • Add Zapier to list of extensions.
  • Minor bug fixes.

2.2.4

  • Update: Added extra conditions to be passed to the update or create new record method.

2.2.3

  • Fix: Campaign list table was pulling the incorrect information in the projected reach column.
  • Fix: WPCRM_System_Create projects had an incorrect key for the project description field, causing project creation to not set the description correctly.

2.2.1 & 2.2.2

  • Fix: Included campaigns to WPCRM_System_Create class.
  • Fix: Corrected error in contact category filter on email page.

2.2.0

  • New: Added WPCRM_System_Create class to enable developers to create new records in WP-CRM System.
  • New: Added filters to each record’s field type to allow developers to modify the default fields that are shown.
  • Fix: Minor CSS update.

2.1.15

  • Fix: Sort function on record categories would return an error when no categories were assigned to a record. Moved the sorting into the check to see if record has categories.
  • Update: Compatible with WordPress 4.9

2.1.14

  • Update: Added a category column to each of the overview pages (Contact, Organization, Project, Task, Opportunity, Campaign). Allows for easier navigation to the various category overview pages.

2.1.13

  • Fix: Certain extensions were incorrectly displayed as not installed on the WP-CRM System > Extensions page. This has no impact on the functionality of the extensions just the display of whether or not they are installed.
  • Update: Added new information (can users register) to system info report found on WP-CRM System > Dashboard > Settings > System Info.

2.1.12

  • New: Added filter wpcrm_system_add_calendar_entry to allow plugin developers to add custom dates to the calendar shown on the WP-CRM System dashboard. Developers can query custom fields, or hard code important dates in the calendar such as holidays.

2.1.11

  • Improved: Google Maps scripts were loading when no Maps API key was provided. Maps will not display without an API key, so there is no need to load scripts.
  • Minor update: Added new plugins to extensions page.

2.1.10

  • Fix: Output of dates in certain circumstances would produce an error. Fix should prevent invalid dates from being displayed.

2.1.8 – 2.1.9

  • Improved: Added export class for export plugins to extend. Compatible with WP-CRM System Import/Export plugins version 2.1 or later. Provides the possibility to create your own export plugin that will include custom fields, or other information.

2.1.7

  • Improved: Added clickable links for phone numbers and email addresses for contacts and organizations in the following areas: record detail page, list page, WP-CRM System dashboard address book.

2.1.6

  • Added Spanish language files.
  • Updated main POT language file.
  • Minor change to text on a database update notice.

2.1.5

  • Updated language files

2.1.4

  • Fix: Display of name prefix was not rendering in some instances.
  • Fix: Go to Category menu on dashboard was sending users to incorrect category page.

2.1.3

  • Fix: If a record is moved to the trash, it still shows as being linked in the post_meta of other records. For example, a contact that is trashed, but was previously linked to an opportunity would still show as being linked to that opportunity. Fix “hides” the trashed from the record. A record that is restored from trash will retain it’s previous position as being linked to other records.

2.1.2

  • Fix: If a name prefix (Mr, Mrs, etc.) was not set for a contact, “Select an Option” text would display before the name on the dashboard “Address Book” section.

2.1.0 & 2.1.1

  • New: Calendar on the dashboard to show all upcoming campaign, opportunity, project, and task dates.
  • New: System info provided for debugging purposes.
  • New: Redesigned dashboard area with calendar, and quick pick for contacts, projects, tasks, and opportunities.
  • New: Filter wpcrmsystem_name_prefix added to allow custom name prefixes to be included.
  • New: Added contacts to the main organization listing page.
  • Improved: Removed option to select searchable dropdowns. All dynamic lists include searchable dropdowns now.
  • Improved: Searchable dropdown menus for all organization, contact, project, campaign, and user select menus.
  • Improved: Tooltip styling improved.
  • Improved: Premium plugin license keys moved under Settings tab.
  • Fix: Set admin capability for managing settings to manage_options. Previous capability activate_plugins caused multisite admins (not super admins) to not be able to update settings.
  • Fix: Tooltip formatting was showing for all links where the tooltip style was being loaded.

2.0.24

  • Improved: Select menus for Organizations, and other records would extend over items in adjacent columns if the text contained within was too long. Minor CSS fix limits the width of these select menus.

2.0.23

  • Improved: Sending emails to contacts in WP-CRM System now saves the email in the contact’s record.
  • Fix: Errors when an organization was added without an address. https://wordpress.org/support/topic/debugging-error-when-address-is-omitted-from-organization

2.0.22

  • Fix: Overdue task report incorrectly listed only one task regardless of how many tasks were actually overdue.

2.0.20

  • Fix: Fatal errors on certain sites using outdated PHP versions.

2.0.19

  • New: Display photo for contacts in the WP-CRM System > Contact page if a “featured image” has been set for the contact, or the email address associated with the contact has a gravatar associated with it.
  • New: Filter contacts on the WP-CRM System > Contact page by organization. This allows you to easily view the contacts you have for a particular organization.
  • Fix: Corrected column title on WP-CRM System > (Contacts, Organizations, Projects, Campaigns, Opportunitites), which incorrectly labeled each as a Task.

2.0.18

  • New: Optionally add an organization’s address to the dropdown menu. Useful if you have multiple organizations with the same name but different locations.

2.0.17

  • New: Sortable columns on post edit page for each record type.

2.0.16

  • Minor update to ensure PHP 7 compatibility

2.0.15

  • New: added subtab to settings pages for future settings improvements.

2.0.14

  • Fix: 404 error on a script caused datepicker to not funciton correctly.

2.0.13

  • Fix: New installs prevented WP-CRM System dashboard from loading properly.

2.0.12

  • Fix: Script incorrectly looked up contact and organization address information when not viewing a contact or organization’s record.

2.0.11

  • Added: Filter for default fields allows developers to modify or add fields as needed.
  • Improved file structure for easier edits and maintainability of the plugin.
  • Fix: Error that showed if no email address existed for a contact on the Email page.

2.0.10

  • Tweak: Removed depreciated jQuery code used in Searchable Menus setting.
  • New: Included Google Maps API key setting to allow for continued use of Google Maps in Contact and Organization records.

2.0.9

  • Fix: Updated date settings function, which was not saving dates correctly.

2.0.8

  • New: Added ability to assign campaigns to contacts and organizations.
  • Update: Added information to new extensions.

2.0.7

  • Tweak: Update save contact name/title function to enable compatibility with certain 3rd party plugins.

2.0.6

  • New: Hook added to allow extensions listed on WP-CRM System dashboard through the extension plugin, rather than hardcode in WP-CRM System. Developers can add_filter(‘wpcrm_system_dashboard_extensions’) to be included here.

2.0.5

  • Fix: New installs of the plugin were not displaying the WP-CRM System dashboard correctly.

2.0.4

  • Fix: Added MailChimp option to dashboard extension list.
  • Fix: WP-CRM System dashboard boxes were displaying at inconsistent heights making the page layout break. JS fix to ensure consistent heights.
  • New: WP-CRM System dashboard is visible to anyone who has access to WP-CRM System. Previously only administrators had access. WP-CRM System settings box is only visible to administrators.
  • New: Added option to restrict users to view their own records only. This only impacts users that are not administrators. Administrators can still view/edit/delete all records.

2.0.3

  • Added option for certain searchable select/option menus. Specifically, select menus for choosing a user, campaign, organization, contact, or project were added.

2.0.2

  • Bug fix: Categories tab was removed from dashboard page.

2.0.0

  • Added hooks to for developers to extend and customize WP-CRM System.
  • Hooks include ability to add or remove user roles, add/remove/move WP-CRM System’s dashboard boxes, add custom fields and meta boxes, add custom reports, create custom plugins.
  • Updated WP-CRM System dashboard layout to address issues with viewing the dashboard on smaller screens.
  • This version is required for all 2.0.0+ versions of add-on plugins.

1.2.7

  • Bug fix: New tasks were not able to get assigned to a project correctly. This update addresses that bug.

1.2.6

  • Minor bug fix

1.2.5

  • Added support for MailChimp extension.

1.2.4

  • Removed Gravity Forms connect settings page in WP-CRM System Dashboard as new update does not require a settings page.
  • Minor bug fix to user display in records.

1.2.3

  • Added button to the “Create Project from Opportunity” link.
  • Fixed bug in user display when no user was selected.

1.2.2

  • Corrected wording on email page.

1.2.1

  • Performance improvements.
  • Updated language translatable file.

1.2.0

  • Improved Contacts by removing a redundancy in the title and first/last name fields, which should be the same. Now title field is removed, and the title is automatically generated by the First and Last Name fields.
  • Improved structure of the WP-CRM System Menu to a more logical flow.
  • Added new dashboard screen to give quick access to relevant information.
  • Reformatted edit screens to allow for easier readability of your information.
  • Enabled default WordPress commenting on records so you and your team can have a conversation from within WP-CRM System.
  • New feature allows you to quickly create new records from within other records. For example, create a new organization from within a contact’s edit page.
  • Various bug fixes and performance improvements.

1.1.11

  • Corrected a bug that prevented Google Maps from loading in Contacts and Organizations when viewed over a secure HTTPS connection.

1.1.10

  • Corrected a bug that caused no contacts to be loaded on the Email page if at least one contact category was not present.

1.1.9

  • Updated German translation.
  • Added support for Invoicing extension.
  • Update to extension page.
  • Minor performance improvements.

1.1.8

  • Added German translation thanks to Michael Pekic.

1.1.7

  • Included additional name prefix options.

1.1.6

  • Minor update to fix included images.

1.1.5

  • Fixed minor URL issue on extensions.

1.1.4

  • Added support for custom fields extension.
  • Minor updates to UI in administration areas.

1.1.3

  • Minor fix for accordion categories on email filtering.

1.1.2

  • Added filtering by organization and category for email recipients.

1.1.1

  • Added new reports – list all tasks assigned to a project, and list all projects assigned to an organization.
  • Added ability to assign tasks to projects.

1.1

  • New Feature: Send emails to contacts directly from WP-CRM System.
  • Minor update: Added category edit page for Campaigns.

1.0.10

  • Added support for Zendesk extension.

1.0.9

  • Resolved minor issue with date formatting.

1.0.8

  • Added Russian translation thanks to Maxim Glazunov.
  • Support for Dropbox extension added.

1.0.7

  • Fixed issue with some strings not displaying translations

1.0.6

  • New Feature: Track marketing campaigns. Find out how well your marketing campaigns are performing. Track opportunities created from each campaign and keep tabs on your campaign’s ROI.

1.0.5

  • Dashboard report fix.

1.0.4

  • Modified how users are provided access to WP-CRM System. Only Administrator level users (with manage_options capability) can access WP-CRM System settings. Administrators can allow users in other roles access to add, edit, or delete records, as well as view reports.
  • Hide dashboard widget if current user is not in a role with access to WP-CRM System information.
  • Added translatable text in missing areas.

1.0.3

  • Fixed error message on reports.

1.0.2

  • Fixed error message on certain reports and dashboard notice.

1.0.1

  • Fixed minor issue with Google maps in records with addresses.
  • Added dashboard notifications for any projects, tasks, or opportunities the current logged in user is assigned to.
  • Fixed a minor CSS issue.

1.0

  • Initial Release