UpiCRM – Universal WordPress CRM and Lead Management
| Author: | Upi (profile at wordpress.org) |
| WordPress version required: | 5.0 |
| WordPress version tested: | 6.1.1 |
| Plugin version: | 2.3.8.9 |
| Added to WordPress repository: | 31-03-2015 |
| Last updated: | 14-11-2022 |
| Rating, %: | 92 |
| Rated by: | 37 |
| Plugin URI: | http://www.upicrm.com?utm_source=plpage |
| Total downloads: | 89 099 |
| Active installs: | 1 000+ |
 Click to start download |
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UpiCRM: Create contact form database for leads from all your forms, servers, Social Networks leads campaigns, use UpiCRM to centrally manage,distribute, track, collect, and protect your all leads forms all sources and entries from all websites.
Use the advanced GDPR features, aggregate leads from multiple websites, distribute leads automatically to your team members and affiliates, integrate with CRM systems, webservices, and Google drive – and much much more!
Inbound Leads sources:
- Database for All WordPress conctact forms
- Contact Form 7
- Elementor Forms
- Wp-Forms
- Caldera Forms
- Ninja Forms,
- CForms,
- Gravity forms
- More forms…
- Social Networks ads Leads campaigns
- Web services
- Google Sheets
- Excel
- Other UpiCRM installation: collect leads from all your sites with UpiCRM lead aggregation solution.
Outbound Leads – features, routes and destinations:
- Email – advanced and powerful e-mail rules, customized templates, round robin and more.
- Other UpiCRM servers – send leads and collect leads from multiple sites on a single UpiCRM server.
- Web-services: send your leads to any 3rd party destination: ERP, CRM, email marketing solution etc.
- Excel – export your leads to Excel / CSV.
Pro Add-ons:
- Social Networks leads – import leads from Social Networks leads camapains into WordPress – manage, record, alert, and distibute with UpiCRM
- Google Sheets integration – import leads and records from Google sheets to WordPress UpiCRM.
See video – example – UpiCRM – setup and features:
Complete Lifecycle Management:
UpiCRM unified leads database unfolds new capabilities for managing the lifecycle of all leads.
Receive new leads – track traffic sources, route lead to the designated person, manage status per each lead, up to the closing of the process.
Future versions will include further upgrades and features!
Teamwork & Collaboration:
UpiCRM provides the means for the most efficient teamwork, by allowing new leads to be assigned to any designated function of your team – sales, marketing, executives, and service providers, while keep tracking the lead management process by the management team.
Analytics, Monitoring and tracking:
UpiCRM offers the most advanced capabilities of analysis and effectiveness measurements, by attaching the traffic source to each and every lead, as well as utilizing the URL UTM tagging mechanism, in order to allow you to gather, report, and analyse the marketing activities you manage, starting right from the investment in a marketing channel.
Dashboards and KPI’s:
Gain instant knowledge of your current funnel and predictions with the UpiCRM dashboard.
No more endless spreadsheets, manual reports or confused and angry managers.
Simply provide your executive team with an easy access to the real-time, easy to understand UpiCRM dashboard.
Muti-server envorinment:
UpiCRM can act as an aggregator of leads from multiple / remote web sites.
Adanced User/roles hirerchies:
UpiCRM is designed to work in a multi-user / global organization environment, with up to 5 tiers of users, per your choice / definition.
Aggregate leads from all your WordPress sites to a single lead management server:
Arbitrary section
ANALYSIS, TRACKING, MARKETING EFFECTIVENES WITH UPICRM
The Challenge: Tracking leads from actual traffic source – campaigns, referring sites, search engines etc., through the complete life-cycle of every lead, and creating the full picture about your marketing effectiveness.
UpiCRM supports URL tagging used for identifying traffic sources to a web site.
Note: Please read more about URL Builder provided by Google. (link)
Basically what this means is that if you tag all your inbound traffic in compliance with the UTM tagging rules, UpiCRM will attach the traffic source to each and every lead received.
In addition, UpiCRM will also attach the HTTP referrer parameter to every lead, so you’ll be able to track the source per every lead in your database.
On the bigger picture: With UpiCRM you will be able to analyze the effectiveness of all your marketing activities and traffic sources, both on a single lead basis, and up to a complete reporting and analytics information.
The way to achieve this is simply by adding the built-in fields – ‘HTTP referrer’, ‘Campaign Source’ (utm_source), ‘Campaign Medium’ (utm_medium), ‘Campaign Term’ (utm_term) , ‘Campaign Content’ (utm_content), ‘Campaign Name’ (utm_campaign) – to the default “View leads” table.
Alternatively, simply export all data to excel in order to create your own views and analysis.
Pro Add-ons: