WP-CRM

How can we improve the WP-CRM plugin?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Integration with MailChimp (or other email API's)

    Allow for easy user sync into MailChimp, with the ability to have an option box to subscribe to MailChimp from within a contact form.

    226 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      11 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Gravity Forms integration

      Gravity Forms has established itself as the premier WordPress forms plugins. Integrating would allow us to take advantage of the power and flexibility of Gravity Forms for creating forms for use with our CRM.

      200 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        15 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Sales Funnel Integration with Online / Offline / Smartphone Auto Synchronization

        Enables more effective & efficient prospect/customer management through the sales process. Prompts and perhaps even automate some targeting / reminder tasks as well as provide instant status feedback by prospect, product / service, individual and overall plan progress as compared to budget, execution and historical metrics. A very "LITE" simple and easier to use version of programs like SugarCRM or Salesforce.

        148 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • Better layout make-up for the contact-forms

          - Ability to put description in front of the field.
          - Ability to put different fields next to each other.
          - Ability to segment different categories of data together slightly spaced from the rest of the data (company information, personal information, account information, etc..)
          - Ability to add custom text of HTML in the form (like headings for segmented data or additional notes)
          - Or even the possibility to make the segmented data into a multi-page form

          124 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Contact scheduling

            You should follow up with X contact in three days, Y contact in 2 weeks, Z when ABC happens.

            113 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              12 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Invoice Intergration

              It would be great to track Invoices through the CRM system

              69 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                4 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Lead scoring

                When you have a bunch of leads, you can score them as to probability of closing. Also to flag them where they are in the process first contact, bid, contract in process, signed, etc.

                65 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 58 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Client Communication Module

                    Ability to orrespond with clients from within WP-CRM. Right now, email correspondence with clients is handled separately, using a 3rd party app of your choice. Would be nice to keep all communication with WP-CRM. For instance, if I sent a client a reminder message as follow up to a recent meeting, I would just look up the client, type the message and press the send button. The outgoing message and any subsequent replies by me or client would be tracked within WP-CRM, since it would work together with email.

                    53 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Conditional Fields

                      Is it possible for WordpressCRM to have an Input Type field that appears on the Shortcode Form dependent upon the user selecting a value from another field with a DropDown value.

                      Ie when the user selects any Membership type that is Student Type – another field appears on the Shortcode form that is “required” and is for them to enter a student ID

                      Gravity Forms Implements something similar – they call it conditional fields

                      Is this possible?

                      44 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Integrate with Buddypress Custom Field

                        Hi - I have custom fields on my buddypress site. Is it possible to view these fields within your CRM and even edit them? That would be fab.

                        37 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          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!

                          36 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            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.

                            35 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • WP-CRM – Date – drop down for year?

                              When using WordpressCRM Date type field – is it possible to have the Year Value as a drop Down value? (similar to how the Month Drops down)

                              30 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • supertags

                                i loved supertags in batchbook... they were powerful and allowed easy organization of alrge amounts of information regarding a contact. almost to powerful

                                28 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Simple rich text editor

                                  Add a simple rich test editor, especially in the message area.

                                  28 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add fields from WP-Invoice (address, etc.)

                                    Currently, WP-CRM is not loading additional fields from WP-Invoice such as the user/company address.

                                    28 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Wordpress "registration form" integration. Users have to use the "contact us" forms to be part of our CRM database?

                                      Without this feature, it's likely we'd have duplicate sets of data for the same client/company.

                                      25 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Tasks Module

                                        Add tasks to individual client notes. Add categories (Call, Thank You, Demo, Fax, Email) for quick global scanning of all clients.

                                        24 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Insexing and sorting order

                                          This looks good so far, but on the basic level of following conversation and customer contact it lacks any indexing at all. Unless I am missing something obvious, when you look at all people they are in the order added, newest on the top. BUT if I add a message to the person second to the bottom they stay second to the bottom, in my way of thinking they should move to the top so I can easily see who I have had recent contact with.

                                          I should have a tab that gives me an option to set the view…

                                          22 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4
                                          • Don't see your idea?

                                          WP-CRM

                                          Feedback and Knowledge Base