UpiCRM

UpiCRM is a WordPress plugin designed to work with other WP plugins, specifically contact forms.

It works by recording details submitted via these forms, and then presenting them using a special backend in the WordPress admin panel.

Here, the site administrators or one of the editors can follow up client inquiries and arrange future business deals.

The plugin works with the following WP contact form plugins:

- Contact Form 7

- Gravity Form

Site admins can decide which users have access to the UpiCRM backend, who can assign leads, and also alter the structure in which data is imported from forms and saved in the plugin's database.

Form fields can be saved as specific UpiCRM fields, and if you're migrating the site, you can also import and export the UpiCRM database as a CSV file.

Installation:

Unpack and upload it to the /wp-content/plugins/ directory.

Activate the plugin through the 'Plugins' menu in WordPress.

What is new in this release:

• Added Lead Routing and automatic Lead management rules.
• Fixed bug: only UpiCRM users are now appearing on the "Assign Lead to" fields and option.
• Added - "Assigned To" as mail notification variable.
• Added language: Russian
• Added language: Hebrew

What is new in version 1.8.3:

• Fixed UI issue preventing "screen" options in admin dashboard.
• Added RTL capabilites for Arabic / Hebrew languages.
• Added API / hooks.

What is new in version 1.8.2:

• Fixed several issues and bugs.
• Mobile Device Integration: Use the "one-click" actions available in the UpiCRM mail notification in order to quickly assign leads to any of your team members or to change leads status.

What is new in version 1.7.1:

• Fixed installation.

What is new in version 1.6.2:

• Fixed installation.

Requirements:

• WordPress