Plugixa CRM – Contacts, Leads, Deal Pipeline, Email & Help Desk
| 开发者 |
zakaria04
freemius |
|---|---|
| 更新时间 | 2026年11月12日 00:56 |
| PHP版本: | 8.2 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 |
| 版权网址: | 版权信息 |
详情介绍:
- Bring your customers in - add accounts and contacts by hand, import a CSV, or let a web form create leads
- Work the pipeline - drag deals from stage to stage, and book the meetings, calls and tasks that move them
- Look after them - send email from the record, track support cases, and answer questions once in the knowledge base
- Accounts: companies, with a parent account and customer, supplier and partner types
- Contacts: people, with as many email addresses and phone numbers as they really have, one of each primary
- Leads: capture, qualify, and convert into an account, a contact and an opportunity in one step
- Opportunities: customisable pipelines and stages, a kanban board and stage history
- Multiple currencies: price each deal in its own currency and see every total in yours
- Meetings, calls and tasks, with a calendar by month, week or day
- Email: write and send from any record, with templates and placeholders, through WordPress's own mail
- A stream on every record: what changed, and what your team wrote about it
- Follow a record, @mention a colleague, and get told in the notification bell
- Reminders and in-app notifications
- Cases: a support queue with statuses, priorities, types and a case number that never changes
- Knowledge base: articles in a category tree, linked to the cases they answer
- A public help centre for the articles you choose to publish
- Web-to-lead forms, as a block or a shortcode, with a duplicate check and double opt-in
- A REST endpoint for the forms you already have
- Teams: everyone reads their team's records and edits their own
- CRM access: choose which WordPress users can open the CRM at all
- CSV import: map your columns, create or update, and undo the whole run if it goes wrong
- CSV export from any list, honouring the filter you are looking at
- Duplicate detection and record merging, with an audit log
- GDPR export and erasure through WordPress's own privacy tools
- Fast, Material UI-based admin application, with a search box that finds records and screens alike (press "/")
- Dashboards you arrange on tabs, with headline figures that show their trend over thirty days
- An App manager: switch off any feature you do not use, without deleting its data
- Tags, attachments on records and a shared document library
- Trash: deleting a record is reversible
- Translation-ready
- Reports you build yourself, with charts and a weighted pipeline forecast
- PDF documents from your own templates, such as quotes and proposals
- Excel (XLSX) export
- Dashboard templates to give the whole team the same starting dashboard
- Campaigns, target lists and mass email, sent in batches, with an unsubscribe that cannot be removed
- Inbound email: point it at a mailbox and messages become cases, with replies threaded onto them
- A customer portal where your customers follow their own cases, as a block or a shortcode
- Working hours and holidays, with free/busy that answers with the time someone can really be booked
- Roles: all, team, own or none, per entity and per action, with field-level rules and per-record sharing
- Webhooks
- Google Calendar and Microsoft 365 calendar sync
- Contact form plugins, Twilio SMS and WooCommerce
[plugixa_crm_app]
The public help centre:
[plugixa_crm_kb]
A web-to-lead form:
[plugixa_crm_lead_form id="1"]
安装:
- WordPress 6.5 or greater
- PHP version 8.2 or greater
- In your WordPress admin, go to Plugins > Add New
- Search for "Plugixa CRM"
- Click Install Now, then Activate
- Open "Plugixa CRM" in the admin menu. Add an account, a contact and your first deal
- Download the plugin ZIP
- Go to Plugins > Add New > Upload Plugin, choose the ZIP and click Install Now
(or upload the
plugixa-crmfolder to/wp-content/plugins/over FTP) - Activate the plugin through the Plugins menu. The database tables are created on activation
- Open "Plugixa CRM" in the admin menu
屏幕截图:
常见问题:
Q. Does this store CRM records as WordPress posts?
No. Records live in dedicated tables, which keeps CRM data out of your posts table and keeps list and reporting queries fast.
Q. Will it slow my site down?
Almost certainly not. The CRM is an admin application, and the only thing it adds to a visitor-facing page is a web-to-lead form or the help centre - on the pages where you have put one. A page with no form loads none of this plugin's CSS or JavaScript, and a page with one loads about two kilobytes of script and a stylesheet that sets layout only, so your theme keeps control of how the form looks.
Q. Can my staff use the CRM without going into wp-admin?
Yes. Add [plugixa_crm_app] to any page and the whole CRM appears on it, inside your theme, with your header and footer where they always are. There is a full-screen button in the CRM's toolbar for when someone needs the room.
It is the same application the admin screen loads and it talks to the same API, so permissions are identical - there is no second set of rules to keep in step. Anyone without access sees a short "sign in" notice instead, and the application is never loaded for them.
Q. What options does the staff CRM shortcode take?
These apply to [plugixa_crm_app]:
width:wide(default),fullorcontent.wideandfulluse your theme's own wide and full alignments.contentkeeps the CRM in the normal text column, which is usually too narrow to be comfortable.height: a number of pixels. Left out, the CRM sizes itself to the window.mode:embed(default), orfullto give the CRM the whole page with no theme around it.
[plugixa_crm_app width="full" height="800"]
Q. Why does the CRM appear in a frame rather than directly in the page?
Because it is the only way it can keep working on any theme. The application is built with Material UI, whose styling is deliberately low-specificity so that it is easy to override - and a theme's own form styling beats it by construction. Any reset strong enough to protect the CRM would also flatten the theme around it, and the CRM's own baseline styles would restyle your header and footer links and repaint the page background. A frame keeps the two apart completely, so your theme stays exactly as you designed it and the CRM looks the same on every site.
Q. Who can see which records?
Anyone you give CRM access to can read their team's records and edit their own. Administrators see everything.
Q. Does it send email through its own server?
No. Sending goes through WordPress's own mail, so any SMTP plugin you already use applies to CRM email too. The CRM configures only the from address, from name and reply-to it should use.
Q. Where are attached files stored?
In a protected folder inside your uploads directory, not in the media library. The plugin writes deny rules for it and checks on activation whether your web server actually honours them, warning you in the admin if it does not.
Q. What happens to my data if I deactivate the plugin?
Nothing. Deactivating leaves every table intact. Data is removed only if you delete the plugin, which runs the uninstaller.
Q. What is the difference between the free and Pro versions?
The free version is a complete CRM, neither time-limited nor feature-locked: records, pipelines, activities, the calendar, email, cases, the knowledge base and help centre, web forms, teams, CSV import and export and dashboards. The premium version is a separate download that adds features; nothing in the free build is disabled, and the free build contains no premium code to unlock. See the Pro features.
Q. Does it need any external service?
Not to run your CRM. Everything is read from and written to your own WordPress database. Freemius shows an optional opt-in and the account page, and daily currency rates from the European Central Bank are off until you switch them on. Both are described under "External services" below.
Q. Where can I find the documentation?
Full documentation - getting started, records, the pipeline, email, cases, the knowledge base, web forms and shortcodes - is at https://www.plugixa.com/documentation/plugixa-crm
更新日志:
- Initial release.
- Records: accounts, contacts, leads, opportunities, tasks, calls, meetings and cases, stored in the CRM's own database tables rather than as posts.
- Pipelines and a kanban board, each stage with its own probability.
- Multiple currencies: price each deal in its own currency and see every total in yours. Type the rates in, or switch on daily reference rates from the European Central Bank. Open deals are re-priced when a rate changes; won and lost deals keep the rate they closed at.
- A calendar: meetings, calls and tasks on one view, by month, week or day.
- Email: write and send from any record, with templates and placeholders, through WordPress's own mail.
- Cases and a knowledge base with a category tree, plus a public help centre for the articles you choose to publish.
- Web-to-lead forms, as a shortcode or a block, plus a REST endpoint for your own forms.
- Teams and CRM access: choose who can open the CRM; everyone reads their team's records and edits their own.
- Dashboards you arrange on tabs, with headline figures that show their trend over thirty days.
- An App manager: switch off any feature you do not use; its menus, endpoints and background work stop and its data is kept.
- CSV import and export: map your columns, create or update, and undo a whole import run.
- Duplicate detection and record merging, with an audit log and GDPR erasure support.
- A React admin application that also runs on the front end through a shortcode, with a search box that finds records and screens alike: press "/" from anywhere to open it.