WP-CRM

How can we improve the WP-CRM plugin?

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  1. Polylang integration for multilingual support

    Add support for Polylang to WP-CRM to enable a multilingual Contact Form with localized custom fields.

    4 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Third Party Contact Form Integration

      Since it comes with CRM, it should open up to Third Party Contact Form Integration like CF7, Ninja, Gravity, Caldera Form, etc.

      Which mostly are free.

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Lookup field based on relation or sql query

        Create a type of field based on a query or relation between tables.
        For example a drop down that will list all users within a role or a dropdown based on a query that selects the name of all custom post types..

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Batch editing

          It would be great to have a page that allows user to batch edit and update some fields for a group of people.
          It also could be the "All people" page that allows some fields to be editable.
          For example, the Checkbox fields could be editable in the "All people" and an additionnal button would be used to update the changes.

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Reduce debug warnings

            Prease start using new constructors (__constructor) instead old PHP4 way. I have WP debug enabled and it's shows up in all pages. I simply change your old constructor methods to __construct.
            Example class_list_table.php:
            old: function WP_CMR_List_Table($args = '') {
            new: function __construct($args = '') {

            Similar thing occurs in wp-invoice too :)

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Image field for scanned documents

              An image upload field for send scanned documents or payment vouchers could be a good idea for companies CRMs

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • add user via "subscribe button" - just e-mail adress required

                I would like to collect new user on different external site (not my own) just via simple SPTM form "subscribe".

                1 vote
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Dropdowns should have hint text, not a blank area

                  The form dropdown box shows a blank area, but no hint to tell the user to click the area to see the choices. You could devise a default hint for all dropdowns, such as "Click here for choices"

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Precede the message field with text saying "Your Message" (or a user entry

                    You don't highlight the actual message field well on the form, AND the user can confuse the description field, a text area, with the unnamed message field text area, and not bother putting anything in the message box. So NAME the message box with "Your Message" or a name the user chooses.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Attaching file to forms

                      Currently there's no way to create a form that let people attach a file. I have at least 2 forms for which I need this feature and it's worked great with Contact Form 7. I suggest adding this option to the form builder or a way to integrate with CF7 forms.

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Different customer "Types"

                        A way to set up different "types" of customers that track unique data. As an example, I need to track Venues and Musicians and I need to track different data on each group.It would be nice to designate a customer as a Venue and then see a different entry form that tracks Venue specific data.

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

                          How can i add new roles?

                          7 votes
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                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Subfields on contact data

                            For Example,

                            A custom checkbox field of State that would then open up Cities once clicked so I can organize my clients by both active states and active cities

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

                              Assign leads to account executives with a single click

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Time picker

                                You have a date picker but not time picker. I want to keep track of the preview appointment with the client. I pick the date but have to use a textbox for the time.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Integration with MadMimi

                                  It's a very good emaling solution for smal companies and entrepeneurs, very easy to learn to manage, great usabilty.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Minimum/Maximum Length For Single Line Text Fields

                                    It would be nice to be able to set a minimum/maximum length for the text fields. That, or for there to be a stand alone telephone field and an email field that checks for an @ symbol etc.

                                    1 vote
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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.

                                      7 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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 →
                                        • 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 →
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