WP Issues CRM

Description

We built this constituent relationship management system to meet the office needs of elected officials and public and non-profit organizations that work with large constituencies or memberships. However, it can support either office or campaign operations and is flexible enough to support a wide variety of organizations.

In addition to providing a clean and flexible basic CRM, it automates recording and response to high-volume incoming email traffic and includes a powerful upload/merge facility for automation of other data input. It offers quick data downloads in multiple formats and supports the recording of financial transactions. It uses the powerful classification tools of WordPress, but uses custom tables for high performance access to a large constituent database.

WP Issues CRM integrates with three popular WordPress Form generators (Contact Form 7, Ninja Forms and Gravity Forms), supporting online fundraising and case-intake. Data acquired through front-facing forms is accessible through the high performance backend of WP Issues CRM.

Email Automation

  • Solves the repetitive incoming email problem that major email clients do not solve with typical “conversation view”
  • Groups repetitive campaign emails for bulk handling using reply standards you define
  • Automatically parses emails to extract street address and other essential information
  • Logs emails, creates new constituent records and generates your standard replies — one click for multiple incoming emails
  • Handles many variations of address format, achieving successful parsing for most incoming bulk traffic.
  • Also facilitates quick turn around of bulk responses using your favorite outgoing snail mail or email list tool.
  • Generate email messages to retrieved constituent lists
  • Autoreply to repetitive incoming email based on trained subject lines

Form Interfaces

  • Capture constituent and transaction data directly into WP Issues CRM from popular form plugins
  • Eliminate duplicate data entry for case management
  • Use a powerful backend database to track and support your online fundraising
  • Allow new post creation on your front facing site without a login. You can allow anonymous posting or require users to identify themselves. Use the spam controls built into popular form tools.

Powerful, Transparent Upload Facility

WP Issues CRM now includes a flexible upload subsystem. The upload subsystem is designed to handle large uploads as in an initial setup and also to support frequent smaller uploads to reduce manual data entry.

Upload Features

  • Handles common file .csv and txt file formats
  • Learns your the field mappings for your repetitive file uploads
  • Validates data transparently so that you can fix problems as they emerge
  • Allows you to easily control the matching/deduping strategy and to test alternative approaches before finalizing your upload
  • Allows you to add default data for an upload — so, for example, you can upload a list and identify all on the list as having attended signed a petition related to an issue
  • Automatically breaks every task and the final upload process into chunks to minimize memory and packet sizes and avoid exceeding system limits
  • Allows you to download files documenting the results of your upload to allow, for example, the manual completion of records that failed in the upload
  • Allows you to automatically backout some types of uploads

Advanced Search

  • Includes powerful general search facility for selecting groups of constituents and activities with complex definitions
  • Download or review online with infinite scroll.

Storage Mangement

Includes a facility to show storage usage and to selectively purge interim files and dated external data. So, for example, suppose you initially uploaded your database from a voter list. Over time, you added information about contacts with voters. You could then easily purge all voters with no contacts and add a fresh voter list, matching to the voters that you kept to avoid duplication.

Design of WP Issues CRM

WP Issues CRM uses a fully modular object-oriented design. It is built around a data dictionary so that it is fundamentally flexible. It uses code recursively so that with a small code base it can offer broadly extensible functionality. Since version 3.0, it optimizes the balance of functions between client and server. We use this product ourselves on a daily basis and we are committed to continuous long-term improvement of it.

Screenshots

  • Offers an email client integrated with your CRM, facilitating think-only-once replies to incoming email campaigns.
  • Parses personal identification and address data from emails and allows you to automatically record and reply to them.
  • Clear, transparent interface to manage incoming and outgoing email.
  • Offers quick send of outgoing email to any list of constituents retrieved from the CRM (WYSIWIG editor).
  • Upload facility offers a clean drag-and-drop interface for mapping fields.
  • Upload facility validates data in a transparent way.
  • Upload facility gives full control over matching and deduping.
  • Powerful search capability that gives quick response over large constituent databases.
  • A clean tabbed settings interface.
  • Create your own custom fields and define options for the custom dropdowns that you create.
  • Customize options for built-in fields like activity-type.
  • The constituent/update add screen is simple and user friendly.
  • You can create new "Issues" -- these are just WordPress posts, but are created as private. You can convert them to public posts at any time and edit through the regular WordPress editor. Issues are used to classify activities for constituents.
  • Activities pertain to both constituents and issues and can be added from either form.
  • The dashboard highlights activity and assigned cases.
  • The Manage Storage function allows you to safely purge outdated data from external sources.
  • The Interface Manager allows you to acquire data from front end forms.
  • Mapping form fields into the WP Issues CRM database is easy with the clean graphical map interface.

Installation

  1. Load WP Issues CRM through the Add New ‘Plugins’ menu or install the zip file in the plugins directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Go through the WP Issues CRM Settings page and make basic configuration decisions.
  4. Consider your office use of information and add any necessary constituent fields under Fields.
  5. If you are adding some “Select” fields — some typology like political party — define the options under Options.
  6. TIP: Before adding new fields, consider whether you can just use WordPress categories or tags — if you enter activities for constituents, they each get assigned to an “Issue”, which is just a WordPress post. Activities can be classified and retrieved using the WordPress categories and tags assigned to their issue.
  7. If you are planning to import data from an existing CRM, redefine WP Issues CRM standard option sets like Email Type for consistency with your previous system.
  8. Use the powerful WP Issues CRM upload subsystem to import data from your current CRM and/or from external sources.
  9. Configure your IMAP connection so you can read and parse incoming email directly into your database.
  10. Configure your SMTP connection so you can send email through your preferred delivery platform.
  11. Create interfaces to existing forms to bring your data back to WP Issues CRM.

FAQ

Installation Instructions
  1. Load WP Issues CRM through the Add New ‘Plugins’ menu or install the zip file in the plugins directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. Go through the WP Issues CRM Settings page and make basic configuration decisions.
  4. Consider your office use of information and add any necessary constituent fields under Fields.
  5. If you are adding some “Select” fields — some typology like political party — define the options under Options.
  6. TIP: Before adding new fields, consider whether you can just use WordPress categories or tags — if you enter activities for constituents, they each get assigned to an “Issue”, which is just a WordPress post. Activities can be classified and retrieved using the WordPress categories and tags assigned to their issue.
  7. If you are planning to import data from an existing CRM, redefine WP Issues CRM standard option sets like Email Type for consistency with your previous system.
  8. Use the powerful WP Issues CRM upload subsystem to import data from your current CRM and/or from external sources.
  9. Configure your IMAP connection so you can read and parse incoming email directly into your database.
  10. Configure your SMTP connection so you can send email through your preferred delivery platform.
  11. Create interfaces to existing forms to bring your data back to WP Issues CRM.
Where can I view additional documentation?

Visit http://wp-issues-crm.com.

Where I can I get support?

The support forum at https://wordpress.org/support/plugin/wp-issues-crm .

If necessary, please do contact the author at help@wp-issues-crm.com
— we welcome feedback and do want to know how we can continue to improve this product.

Reviews

Great plugin and excellent support

We are using this plugin to keep track of our contacts on a University research project. (we track things like organizations we have contacted, promotional materials sent, research ethics submissions etc). I wasn’t sure this plugin would meet our needs since it seemed so specific to managing constituents, but so far it has been perfect. The reports generated are also extremely useful for us to track progress.

The biggest bonus is that the plugin author is extremely responsive and willing to provide advice on minor changes we have made to better suit our needs.

Great work!

Using it to create an Orbits like experience.

I recently downloaded VIP Orbits for the Mac and noticed that much of what this stand alone app does I could do on wordpress…so I decided to see what plug ins/Extensions I might need to make this happen.
This little extensions is a gem.
To the developer – Thanks!
No bugs so far….

Read all 4 reviews

Contributors & Developers

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

Contributors

Translate “WP Issues CRM” into your language.

Interested in development?

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

Changelog

3.4.2.5

  • Do not issue error message when pending tasks deliberately aborted

3.4.2.4

  • Fix activation sequence error

3.4.2.3

  • Fix error in activity table install statement

3.4.2.2

  • Fix activity list count

3.4.2.1

  • Code to handle over-long groups of UIDs or options ( work around group_concat length limits )
  • Improved error differentiation in subsidiary ajax post handler

3.4.2

  • Bug fixes in send function for lists
  • Improved error differentiation in main form button post ajax handler

3.4.1

  • Simplify activity issue drop down settings — requires issue to be set as “Always Appear” to show in drop down
  • Tighten selection logic in auto email selection to reduce probability of spurious return email choice
  • Add facility to allow reparsing after parse setting changes

3.4.0.3

  • Bullet proof email sender timezone logic

3.4.0.2

  • Remove reference to vestigial field from version 3.3

3.4.0.1

  • Specify error if hit browser cache page size limit (most likely in Firefox)

3.4

  • Full rewrite of the email client — see https://wp-issues-crm.com/understanding-wp-issues-crm-email-in-version-3-4-and-above/
  • Add streamlined incoming message delete and one-click blocking of unwanted incoming traffic
  • Add tinymce — WYSIWIG editor — for replies
  • Expose full incoming message addressee structure and attachments in reply user interface
  • Create user interface for review of sent/done messages and saved reply standards
  • Rewrite email reply automation logic — simplify and streamline both the code and the user interface
  • Integrate sentence content engine from version 3.3 Beta with subject line mapping to create a single reliable and understandable reply suggestion process
  • Remove word content suggestion engine tested in version 3.3 Beta
  • Replace outgoing automation tokens with simpler header/footer approach
  • New dropdown control type integrating searching among dropdown options ( to support constituent and issue dropdowns without using jQuery UI autocomplete, which is incompatible with tinymce )
  • Simplify settings and preferences — only remaining configurable user preference is Email Signature
  • Deprecate token substitution in outgoing email — the new data structure and the availability of WYSISWYG editor makes tokens of marginal value. Tokens will be fully obsolesced in version 3.5.

3.3 Beta (experimental, released only for beta use)

  • Add new suggestion engine for email replies based on sentence content of emails
  • Add new suggestion engine for email replies based on word content of emails
  • Miscellaneous work flow improvements including cc of issue or case assigned staff on emails

3.2.3

  • Add transition rule for inbox_detail display

3.2.2

  • Show html message version (if available) in message detail display
  • Show sanitized inline images in html version
  • Fix bug that could interrupt parse cycle
  • Bullet proof parse cycle loop against database failures
  • Eliminate unnecessary connections in synch cycle (where no work to do)
  • UI tweaks for ease of viewing inbox

3.2.1

  • Revise synchronization process for efficiency and to meet small server time limits
  • Fix bug in folder selection process that could lead to mis-assignment of folders
  • Bullet-proof all inbox processing against blank folder errors
  • Add settings information regarding server resource requirements

3.2

  • Improve speed and consistency of email inbox response time by creating and synchronizing inbox image
  • Accelerate workflow by adding skip and delete options in email subject line view
  • Add synch monitoring function for inbox image
  • Add notice to user of necessary email settings for parsing

3.1.2

  • Strengthen defensive code for form plugin-not-installed conditions

3.1.1

  • Adds new interface functionality — supports form submissions from Gravity Forms, Contact Form 7 and Ninja Forms

3.1 (released only to beta users )

  • Added new interface functionality in prototype mode

3.0.2

  • Fix count in upload progress message
  • Eliminate spurious calls to upload_default_status on change of html5 input for uploader
  • Fix issue autocomplete logic in upload default step to prevent cases where no issue set
  • Change default value for type fields in upload processing to empty string, consistent with UI form (data def change)
  • Hide “titles mapped” message in cases where all titles validated OK; hide activity default group when all activity fields mapped
  • Fix infinite scroll in form search case — move binding from ready to form init
  • Fix track/close behavior of tooltips on draggables in upload map

3.0.1

  • Replace MySQL version-checking function not compatible with PHP Version 5.5.

3.0

  • Complete rebuild to reallocate functions between client and server.
  • All functions reviewed and streamlined from both a code and user interface perspective.