WP-CRM

wp-crm-logo

WP-CRM

Another solution from the people who brought you WP-Invoice, WP-Property and WP-Simplify. A full-fledged customer relations management system seamlessly integrated into your WordPress control panel.

Your customers and prospects' information is stored in the WordPress user database, giving you the ability of utilizing the vast pool of WordPress plugins to collect, distribute and analyze user related information.

Base Settings

Translating plugins

A guide to translating our plugins and Premium Features in any language.

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WP-CRM Settings: The Shortcode Forms Tab

This tutorial will cover the options present under the ‘Shortcode’ Tab in WP-CRM Settings.

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WP-CRM Settings: The Data Tab

This tutorial will cover the options present under the ‘Data’ Tab in WP-CRM Settings.

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WP-CRM Settings: The Notifications Tab

This tutorial will cover the options present under the ‘Notifications’ Tab in WP-CRM Settings.

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WP-CRM Settings: The Features Tab

This tutorial will cover the options present under the ‘Features’ Tab in WP-CRM Settings.

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WP-CRM Settings: The Roles Tab

This tutorial will cover the options present under the ‘Roles’ Tab in WP-CRM Settings.

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WP-CRM Settings: The UI Tab

This tutorial will cover the options present under the ‘UI’ Tab in WP-CRM Settings.

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WP-CRM Settings: The Main Tab

This tutorial will cover the options present under the ‘Main’ Tab in WP-CRM Settings.

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The CRM Process

Forms and Automatic User Creation

This tutorial involves designing a form and using that form for automatic user creation.

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Creating Users and User Data

In this tutorial we will see the typical steps involved in creating users and managing user data.

Posted in CRM Process, WP-CRM | Comments Off on Creating Users and User Data

Premium Features

All Tutorials

Translating plugins

A guide to translating our plugins and Premium Features in any language.

Posted in Basic Settings, Settings, Settings, WP-CRM, WP-Invoice, WP-Property | Comments Off on Translating plugins

WP-CRM Settings: The Shortcode Forms Tab

This tutorial will cover the options present under the ‘Shortcode’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Shortcode Forms Tab

WP-CRM Settings: The Data Tab

This tutorial will cover the options present under the ‘Data’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Data Tab

WP-CRM Settings: The Notifications Tab

This tutorial will cover the options present under the ‘Notifications’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Notifications Tab

WP-CRM Settings: The Features Tab

This tutorial will cover the options present under the ‘Features’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Features Tab

WP-CRM Settings: The Roles Tab

This tutorial will cover the options present under the ‘Roles’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Roles Tab

WP-CRM Settings: The UI Tab

This tutorial will cover the options present under the ‘UI’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The UI Tab

WP-CRM Settings: The Main Tab

This tutorial will cover the options present under the ‘Main’ Tab in WP-CRM Settings.

Posted in Settings, WP-CRM | Comments Off on WP-CRM Settings: The Main Tab

Forms and Automatic User Creation

This tutorial involves designing a form and using that form for automatic user creation.

Posted in CRM Process, WP-CRM | Comments Off on Forms and Automatic User Creation

Creating Users and User Data

In this tutorial we will see the typical steps involved in creating users and managing user data.

Posted in CRM Process, WP-CRM | Comments Off on Creating Users and User Data