Free Forms & CRM -- WordPress 插件

开发者	worldsoftwbs cubsus
更新时间	2016年11月14日 17:19
捐献地址:	去捐款
PHP版本:	3.5 及以上
WordPress版本:	4.6
版权:	GPLv2 or later
版权网址:	版权信息

The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets. There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a special page or use a "thank you" text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes to happen after the form is sent. [youtube https://www.youtube.com/watch?v=--UP3NuWXIY&feature=youtu.be] Free Forms & CRM plugin page Detailed description how to use including videos for every step Features

Add fields with one click
Form builder
Responsive design included
Notifications by email
Storing data into CRM
Import and export data from CRM
Assigning groups to users that register using a specific form in order to be found after
Form Validation
Customized Confirmation Messages
Redirect to a URL or create a "Thank you" page
Standard Fields
Custom defined Fields
Shortcode works on any Post or Page
Embed Multiple Forms on a Post/Page
One click form duplication
Use your own CSS (if you want)
Multiple field layout options: arrange the fields in columns, set width of label and fields
Advanced interface for responsive layouts - if necessary layouts for different devices can be created
Anti spam system included
Accepts all languages
Accepts all styles, fonts, colors, background images and positions
Processes assigned to forms

Field Types

Standard address fields connected to CRM
Additional custom defined fields connected to CRM
Basic fields: text input, radio, checkbox, text area, select box
HTML field
Date picker
File upload
Captcha

Entries

Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact)
Registered users have access to client administration which is also included in the free package
Form content is added in the database and can be submitted by email

CRM

Search by keyword
Advanced search by any possible field
Sending emails to clients using email templates
Search clients by the form that was used for registration
Collecting data from different forms
Upload documents to clients
Groups of clients

SPAM Protection

CSRF automatically included on every form
Can use captcha (included)

Security The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM. Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked. The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and the data protection - thus bringing you more security for your data. Developer friendly The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API. This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM, or you want to integrate it with another application, it is easy to use.

Download the plugin
Go to Plugins > Add New
Click the Upload link
Upload the plugin
After WordPress installs, click on the Activate Plugin link
Go to installation page on the sidebar of the admin, under Free Forms CRM, you will find a small wizard that will help you to install
Step 1: Create an account in Worldsoft Business Suite. You have a button that links you directly to the page to create a free account.
Step 2: Give permissions to the plugin by clicking a button. You will be asked to permit the WordPress site to access the forms in the CRM. After confirming by pressing a button the plugin is functional