EntryVault – Form Entries, Submissions & Leads CRM
| 开发者 | suresh1986 |
|---|---|
| 更新时间 | 2026年8月4日 06:04 |
| PHP版本: | 8.2 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
Your form submissions are stranded in your inbox — or in a form plugin that was never meant to be a CRM.
https://www.youtube.com/watch?v=JmBZw7nU8R8
You collected the lead. Now what? To actually work those entries — move them through stages, assign them to a teammate, keep notes, reply — the usual answer is to bolt Gravity Flow ($99/year) onto GravityView ($99/year), roughly $198/year in add-ons on top of the form plugin you already bought, all tied to one form builder.
EntryVault takes a different path: it sits on top of the form plugins you already use and turns their submissions into one unified Kanban board — drag leads through stages, tag and assign them, keep notes, and reply from inside WordPress. Your data stays in your own database. No SaaS, no per-contact fees, no phone-home.
It's built for agencies, freelancers, and small teams who outgrew "submissions live in your inbox" but don't want a heavyweight external CRM — and who'd rather pay a flat price than rent a pricing ladder.
What you can do today (free version)
- Capture from 11 form builders — Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Forminator, SureForms, Ninja Forms, Formidable Forms, WS Form, Everest Forms, and Trinity Forms. EntryVault auto-detects which are active and only loads the matching adapters — no shortcode changes, no field re-mapping.
- Work a Kanban board — a drag-and-drop React board with a default Inbox pipeline (New / Contacted / Qualified / Won / Lost). Search thousands of entries and see what's new since you last looked.
- Tag, note, and assign — colour-coded tags, threaded notes with a full activity timeline, and owner assignment to any WordPress user.
- Bulk actions — assign an owner, add a tag, or archive/unarchive many submissions at once from the list screen.
- Reply from the card — send an email to a lead from inside their card, with the thread kept alongside the submission.
- Dashboard reports — submissions by stage, by source, daily volume, funnel conversion, time-in-stage, and a per-owner breakdown.
- Unlimited entries — no caps on how many submissions you store or manage.
- CSV import and export — backfill from another tool and export your data any time. Re-importing the same file never creates duplicates.
- Public submissions table — the
[entryvault_table]shortcode and a matching Gutenberg block, with columns configurable per page and access gated by capability or a per-pipeline token. - Health screen — system status for database schema and environment, plus a JSON endpoint for monitoring.
- Automation engine — triggers (new submission, stage change, tag added, reply received) × actions (email, webhook, Mailchimp, MailerLite, set stage, assign owner), with AND/OR conditions.
- Email reply tracking over IMAP — replies are matched back to the right submission automatically, across multiple inboxes.
- Integrations — Mailchimp, MailerLite, and HMAC-signed webhooks.
- Multiple pipelines with per-pipeline access control.
- Auto-tag rules (form → tag) and round-robin owner assignment.
- Historical backfill of past entries (Fluent Forms, Forminator, Gravity Forms, SureForms, Trinity Forms, WPForms).
- Public Kanban board block for the front end.
- EntryVault works with 11 form builders, not one.
- One flat price by site count, no renewal price hikes.
- Your data stays in your own WordPress database — no SaaS, no telemetry.
- Free tier is a complete single-site CRM; Pro is optional.
安装:
- In your WordPress admin, go to Plugins → Add New, or upload the
entryvaultfolder to/wp-content/plugins/. - Activate EntryVault. Activation creates EntryVault's own tables and seeds a default Inbox pipeline.
- Go to EntryVault → Kanban to see your board.
- Submit one of your existing forms (or import a CSV) and the entry appears on the board within moments.
- Drag cards between stages, add notes, assign owners, and reply — all from the board.
屏幕截图:
![The public submissions table on the front end, via the `[entryvault_table]` shortcode or its matching block.](https://cdn.jsdelivr.net/wp/entryvault/assets/screenshot-6.png)
常见问题:
Is this really free?
Yes. The free version is a complete single-site CRM — capture, Kanban, tags, notes, owners, bulk actions, dashboard reports, email out, and CSV in/out — and it stays free. Pro is available at jnkplugins.com if you need automation, IMAP reply tracking, multiple pipelines, integrations, or historical backfill.
What happens if I stop renewing Pro?
Your data is never touched. The free tier keeps working — you keep capturing entries, working the Kanban board, and exporting. Premium features switch off after a short grace period, so the plugin reverts to its free tier rather than soft-bricking. Renew any time to restore Pro.
Which form plugins does EntryVault work with?
Contact Form 7, WPForms, Gravity Forms, Forminator, Fluent Forms, SureForms, Trinity Forms, Ninja Forms, Formidable Forms, WS Form, and Everest Forms — out of the box. EntryVault auto-detects which are active and only loads matching adapters, so there's no overhead for plugins you don't use.
Do I need all of those plugins installed?
No. EntryVault loads zero adapters by default and adds whichever ones detect their host plugin at runtime.
I use Gravity Flow / GravityView. How do I migrate?
Export your entries to CSV and import them into EntryVault — the importer previews the mapping and never creates duplicates on re-import. On Pro, historical backfill can pull past entries directly from Gravity Forms (and Fluent Forms, Forminator, SureForms, Trinity Forms, and WPForms) without a CSV round-trip.
Does EntryVault modify my form plugin's data?
No. Submissions are copied into EntryVault's own tables (wp_entryvault_submissions and wp_entryvault_submission_data), so your original entries are untouched.
Where does my data live?
Everything stays in your own WordPress database. No SaaS, no phone-home telemetry, no external dashboards. The free build makes no outbound network calls.
Does it run on multisite?
EntryVault is tested on single-site WordPress 6.2 through 7.0. Multisite is not officially supported yet.
What happens to my data if I uninstall?
Your data is kept by default. Deactivating or deleting the plugin leaves your submissions, tags, and notes in place. To wipe everything on delete, tick "Delete all EntryVault data when the plugin is deleted" under Settings → General → Data before deleting.
Do you have other plugins that work with this?
Yes — EntryVault is one of three JnK Plugins:
- JnK Linkweave — server-side internal linking suggestions.
- Trinity Forms — flat-priced form builder with Stripe.
- EntryVault — Kanban CRM for form submissions.
Where do I report bugs or request features?
Use the WordPress.org support forum for this plugin, or the contact page at https://jnkplugins.com/entryvault/.
更新日志:
1.3.1
- Fixed: filtering submissions by source returned no results for any source whose name contains a capital letter or a space — Gravity Forms, WPForms, Contact Form 7, Fluent Forms, Forminator and SureForms were all affected.
- Fixed: the same bug silently produced an empty CSV export when an export was filtered by source.
- Fixed: the plugin reported its version as 1.2.0 on the Health screen, in support emails and to the licence server, because the internal version constant was not bumped in the 1.3.0 release.
- New: a getting-started card on the Reports screen until the first submission arrives. Every figure reads zero on a fresh install, which looks like a plugin that does nothing rather than one with nothing to show yet — so it now says that EntryVault picks up your existing forms with nothing to reconfigure.
- Improved: an empty submissions list distinguishes "no submissions match these filters" from "nothing has arrived yet", and in the second case links the CSV importer.
- Improved: the submissions screen carries one plain line describing what Pro automates. No locked controls and nothing disabled.
- Fixed: the public submissions table shipped with no styling at all. Its stylesheet was written against class names the template never used, so not one rule applied and the
[entryvault_table]shortcode inherited whatever your theme did to a bare table — stage labels in particular rendered as hard-edged blocks of raw colour. The table now has a proper card, header row and readable stage pills, with the text colour chosen per stage for contrast so a pale colour is never white-on-white. - Fixed: the activity timeline printed raw JSON for tag, owner and stage-change events — entries like
{"tag_id":3,"tag_name":"Priority"}instead of "Tagged Priority". Every event type now reads as a sentence. - Fixed: the Daily Volume chart on the Reports screen drew a fixed-width row of bars that occupied the left sixth of its panel however wide the screen was. Bars now share the full width.
- Changed: the "Get EntryVault Pro" link carries campaign parameters so we can tell how many people reach the pricing page from inside the plugin. No content or usage data is collected, and the URL remains filterable via
entryvault_upgrade_url.
- Fixed: the Submissions Table block now works in the block editor. It previously registered on the server but shipped no editor script, so the editor treated it as an unsupported block. The
[entryvault_table]shortcode was unaffected.
- Improved: consistent author branding and new Settings, Upgrade, Docs and Support links on the Plugins screen. No functional changes.
- Maintenance and compatibility. The free tier is unchanged.
- Fixed: the Submissions list "Created" and "Updated" columns could overlap on narrow screens. They now show a relative time (e.g. "2 hours ago") with the full timestamp on hover.
- New: entry-capture adapters for Contact Form 7, Ninja Forms, Formidable Forms, WS Form and Everest Forms — now 11 supported form builders. Only adapters whose host plugin is active are loaded. Contact Form 7 support synthesizes a stable per-submission id, since CF7 stores no entries of its own.
- Fixed: two database-insert bugs that could silently drop submission data.
- Changed: internal identifiers (database tables, options, constants) now use the full
entryvault_prefix to avoid conflicts with other plugins. Existing data is migrated automatically on update — no action needed. - Changed: leaner package — the free build now contains only free-tier code.
- Security: the public submissions-table endpoint now requires a per-pipeline capability or a valid access token; the generic post-editing capability is no longer accepted for this data.
- Security: an access token is only ever created for a real pipeline from the admin, never from an unauthenticated front-end request.
- Changed: bulk actions (assign owner, add tag, archive/unarchive) are available to everyone who can manage submissions.
- Fixed: the Trinity Forms entry-capture adapter had drifted out of sync with Trinity Forms' own post-rename hook/table names and stopped capturing submissions; restored and renamed accordingly.
- Changed: minimum supported PHP is now 8.2 (8.1 reached end-of-life).
- Fixed: notes on a submission could not be deleted from the Kanban board (the delete control never appeared).
- Initial release.
- Entry capture adapters: WPForms, Gravity Forms, Forminator, Fluent Forms, SureForms.
- Kanban board (React + @dnd-kit), submission detail, notes, tags, owner assignment.
- Frontend submissions table via shortcode and Gutenberg block.
- CSV import (preview / dry-run / commit) and CSV export.
- Health page and REST endpoint.
- Feedback & Support form (sends to the author via your site email).