UpiCRM - Lead Management and Contact Form DB for all forms.

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: https://www.youtube.com/watch?v=b9XpnW8hGbA&t 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: https://www.youtube.com/watch?v=5KkFOWW79qo

Manual install: Upload upicrm.zip to the /wp-content/plugins/ directory and extract all files. Activate the plugin through the 'Plugins' menu in WordPress note: you can always download UpiCRM form our web site: www.upicrm.com/download Automatic installation: While on "Add New" screen on "Plugins" page from your WordPress dashboard / management screen - simply search for UpiCRM, and click the "install now" link. Be sure to activate UpiCRM plugin after installation! First time configuration: After installing the plugin from upicrm.com website, or from "plugins" page on your WordPress site, you will need to perform the following actions before you can enjoy the capabilities of UpiCRM: First Step: Set up users and roles. UpiCRM has two built in user roles: UpiCRM Admin: Can configure all options, grant access rights, view and edit all leads, access UpiCRM dashboard, and perform any additional task UpiCRM allows. UpiCRM User: Can view & manage leads assigned to him only. Simply create a WordPress user using the default "Users" menu provided by your WordPress management interface, or edit existing WordPress users, by navigating to the lower end of the page, and assigning the new user with the desired UpiCRM role: Note: remember that you can simply assign UpiCRM user roles using the native users management screens of WordPress. UpiCRM General Settings: "Send all leads and updates to the following user": you may choose to distribute new leads by mail to any external eMail address, or to a list of multiple comma separated (",") eMail addresses. "By default, Leads are assigned to" : use this option in order to determine who will be assigned to deal with all new leads. "Email format": you can choose to send mail notifications as plain text or HTML. As some external systems (SalesForce, ZohoCRM etc.) require plain text in order to parse new leads, you may choose to change default format to plain text. Change default "from" field for emails sent from UpiCRM: use this option in order to set the "from" name used on email that will be sent by UpiCRM. Step 2: map all your existing forms and fields onto UpiCRM's structured database UpiCRM needs to import all your old data and map all your current forms and fields onto its superset of structured database. In order to perform this task, navigate to the "General Settings" screen on the UpiCRM sub-menu. Please remember to perform this task again if you're adding more new forms to your site in the future! Use the drop-down menus on this screen in order to map ALL your current forms fields onto the UpiCRM structured database. Tip: if you are using an additional field that does not appear on the UpiCRM predefined fields list, you can always add it to the UpiCRM database using the "Add additional fields and datatypes to UpiCRM" option. Note: this procedure needs to be performed only once per every form on your website. UpiCRM Lead status: Use this screen in order to add or change a status. Step 3: Edit eMail notifications UpiCRM will consistently inform you and your team about any reception/edition/modification of any lead. Take a couple of minutes in order to personalize the messages you wish to distribute, by editing the eMail templates on the "eMail Notifications" screen: Tip: use the variable [lead], [url] and [assign-to] in order to embed information with the notifications you send. In the future, UpiCRM will provide even more optional variables. Step 4: Optional - define rules and conditions automatically route leads to designated personnel or to change lead status.

3.12

• Admin screens no longer include the commercial "SmartAdmin" theme files. The Dashboard, Lead Management and the other screens now use WordPress's own card style, UpiCRM's own stylesheet, and the date pickers, tabs and notifications are provided by UpiCRM itself. Bootstrap, Font Awesome and DataTables (all open-source) remain bundled; see assets/resources/THIRD-PARTY-LICENSES.txt.
• The Dashboard line chart is drawn by UpiCRM, so the charting, flot, vector-map, sparkline and widget libraries were removed (about 2.6 MB less in the plugin).
• The date fields now open a calendar (WordPress's bundled jQuery UI datepicker).
• License information made consistent: GPLv2 or later in the plugin header, the file header and license.txt.

3.11

• New: connect AI assistants (Claude, Gemini and other MCP clients) to your leads. UpiCRM now registers 12 abilities with the WordPress Abilities API (WordPress 6.9+): list forms, statuses and users; search and filter leads (date range, form, status, assignee, free text, UTM, untouched for N days); get one lead in full; lead statistics; find duplicates; change status, assign, add a note, create a lead; and export leads to Excel/CSV through a signed one-hour download link. Nothing is deleted by any ability. With the free MCP Adapter plugin and an Application Password they become MCP tools.
• New: UpiCRM > AI / MCP settings screen - master switch (off by default), separate Read / Write / Export switches (Write is off by default), the capability required to connect, optional masking of email/phone in lead lists, an export row limit, connection instructions and an audit log of the last 500 calls (kept 90 days, no personal data). Level-1 UpiCRM users only reach their own leads and their team's. Changes made by an agent are recorded in the lead history as "via AI agent". Exports are kept in a protected folder and deleted after 24 hours.
• New: the Export screen can filter by lead status as well as form and date range.
• New: the same tools are also offered through the AI Site Manager gateway plugin (tools named upicrm_..., category "upicrm") when it is active - API keys, or sign-in with OAuth for claude.ai connectors - and this also works on WordPress versions before 6.9. The same switches, permissions and audit log apply.
• Sites running WordPress older than 6.9 are not affected: the abilities are simply not registered.
• Fixed: changing a lead's comment in Lead Management could stop with a fatal error on PHP 8 (an undefined variable in the save handler), and the change log raised a warning when no comment was supplied.

3.10.3

• Fixed: the Excel download added in 3.10.2 opened a page saying "Export file not found" - the download address was being HTML-encoded inside the page script, so the file name never reached the download handler. Excel and format-template downloads now work.

3.10.2

• Export screen redesigned: the form picker, date range and the Excel/CSV download buttons now sit in one "Download leads by filter" panel, with a live count of the leads that match and the buttons disabled when nothing matches. The form picker shows a short summary instead of overflowing into the date fields.
• Fixed: the Excel download could end in an "Internal Server Error" on some servers because it linked straight to the file in wp-content/uploads (with a doubled slash in the address). Excel downloads now go through the same secure download used for CSV, which also checks the user is allowed to export.

3.10.1

• Export filters: the form filter is now a searchable multi-select - type to find a form, tick as many as you need (or "Select all"); leave it empty to export every form. Works for both the Excel export and "Export all leads data to CSV".

3.10

• Export filters: on a site that receives leads from other UpiCRM sites, the form filter now lists each remote form by name (taken from the lead's "Form Name") with its lead count, instead of one combined "remote leads" entry, and leads that arrive with no form name can be exported as their own group. Sites that only send leads, or do both, show their local forms and any remote forms together.

Earlier versions See the complete history in changelog.txt, included in the plugin folder.