WP-CRM

How can we improve the WP-CRM plugin?

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  1. More intuitive, standard interface

    The other two main CRM plugins for WordPress have a better organizational concept that makes their navigation and use simpler. Following best practices and standards for the WP backend interface will also help.

    2 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Integration with Formidable Pro

      I see the Gravity Forms suggestion is popular, but in reviewing that plugin and Formidable Pro, the latter seems a better choice, even in the opinion of previous users of Gravity Forms.

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Like Infusion soft WP-CRM should have lead moving functionality, like moving to opportunity and then sales.

          Infusionsoft is a powerful but paid :(, WP-CRM is the coolest among other opensource like sugarcrm and vtiger. It is just lacking in Lead Moving Functionality like we have in other CRMs, i think team should work on it, you can make it paid module like for 25 or something less :P.

          4 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Add Radio button

            There is no option to add radio button at the time of creating form. For many fileds checkbox is not right to select.

            5 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Intergration with WordPress Newsletter/Email Plugins

              It would be great if the plugin could be integrated with a plugin such as Sendpress, and shows a quick snippet of the most recent emails sent to a certain profile or email address.

              All it would have to do is link to the email sent, whether it was as part of a group/newsletter email or individual.

              Clicking on the snippet would take you to the email to review the content.

              If it could also track replies would be great, however, this might be difficult since a user can reply to numerous email addresses. So the comments section should take…

              9 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Have subscribers automatically connect with WYSIJA plugin to create a WP CRM-Autoresponder system.

                BTW, if you don’t know why WYSIJA is? Here’s the link: http://www.wysija.com/ Pretty much its a free/premium WP autoresponder and email broadcaster. If you can get CRM to work with it, you have pretty much a basic marketing suite on WP for free. Ideally it'll be great if all new contacts imported into the CRM can automatically be synced or imported with WYSIJA's subscribers so that we can easily send email broadcasts to them.

                19 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Assign a variable in a field of the Shortcode Form,

                  I would like to have a form for each individual product, so I need to add to the shortcode form a hidden dinamyc field with the name of the product
                  How can I assign a variable in a field of the Shortcode Form,
                  Assign a dynamic fieldI

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Membership self check form

                    CRM used for Squash Club Membership Management

                    Current use involves:
                    * New Members sign up which captures basic information - Name, Address, Mobile, email, Membership Type
                    * CRM admin then modify additional fields - such as payment amount, payment date and method of payment.
                    * CRM admin uses CRM-Group messaging feature to email members with tournament information

                    Request
                    * Functionality for users to be able to enter their email address and click submit which then sends email to users with fields that CRM selects to email the user (CRM basic registration details such as Name, Address, Mobile, Membership Type etc.)…

                    20 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Wp - Invoice - user password

                      Please add new email Dynamic Paramet - %user_pass%
                      It would be much easier if invoice plugin send user password automatic on the mail.

                      6 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • import clients via CSV or XLS file

                        It would be great to import a large number of existing clients via CSV or XLS!

                        17 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Populate form from URL variables

                          For my business site I have been trying to figure out a way to populate a form based on variables set in the URL.

                          For example, you could have different product option button links across your site. You could, then, customize the URL to automatically fill-in data or pre-select items in the form based on these variables.

                          This site has a small JavaScript that does exactly this: http://www.rainbodesign.com/pub/preset/

                          I tried to implement the script above into WP-CRM, but the script needs to know each field's name in order to work. Currently, WP-CRM randomly generates a number for each piece of…

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Multisite support

                            Currently all users are listed in sub sites of a WP network installation.
                            It would be great if WP-CRM would list the users of the current sub site only.

                            22 votes
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                              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Will I be able to do an email blast to all contacts, filtered contacts, etc ?

                              I want to stay in touch with past prospects by email and don't want to use a 3rd party app.

                              4 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Cforms Integration

                                I am using Cforms for my wordpress needs. I find this almost comparable to Gravity forms but free. I was wondering if you could somehow integrate it into Cforms to where we could style the forms and what not that would be awesome. You can do some pretty crazy things with cforms.

                                3 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Conditional notifications

                                  There should be options to set up different notifications based on form input and rules. Let's say I have an company wqith different departments, or an organization with different chapters: Users could choose their department or chapter from a dropdown menu, and the notification could go to a representative for the correct department or chapter.

                                  9 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • InfoGeniuz Integration

                                    InfoGeniuz(.com) collects information from Google Analytics cookie, on a user's location, how they came to the site, search term used, etc. which could give invaluable insight to sales people.

                                    3 votes
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                                    • Contact form page tracking

                                      When a contact fills out a form, this would allow the receiver to know on which page the contact was on when they filled out the form and other important details, such as date or time stamping.

                                      6 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Twilio integration

                                        It would be great if you would include Twilio integration. When a prospect completes an inquiry form, have an SMS sent out to a specific sales group.

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Contact Navigation and Auto Save

                                          Your Filters are great. After you filter your contacts. You basically have a group of records you want to work with. it would be great if you had a "NEXT PERSON" button that automatically saved any changes you just made. Additionally not being able to bulk update contacts makes it impossible for me to use WP-CRM as the Default "user management" system.

                                          3 votes
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