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UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.

开发者 UpiCRM.Com
更新时间 2023年3月5日 20:41
捐献地址: 去捐款
PHP版本: 4.3 及以上
WordPress版本: 6.1.1
版权: GPLv2 or later
版权网址: 版权信息

标签

contact form db Lead Management Social Networks leads Lead tracking Affiliate management Lead distribution Contact Form 7 db Elementor contact forms db CFDB7

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详情介绍:

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: Outbound Leads - features, routes and destinations: Pro Add-ons: 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

安装:

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.

屏幕截图:

  • UpiCRM Lead Management
  • UpiCRM Map existing forms fields to UPiCRM stuctured database field
  • UpicCRM Status Management
  • UpcCRM email template for lead management
  • UpiCRM New Lead
  • UpiCRM EMail
  • UpiCRM EMail Succesfully Assigned
  • UpiCRM New Lead Settings
  • UpiCRM Main Table with export to excel option
  • UpiCRM Main Table in row editor
  • UpiCRM Dashboard
  • UpiCRM Lead Routing Table
  • UpiCRM Integration Center
  • UpiCRM Mail Notification

升级注意事项:

2.0.3.0 delete all former plugin files. be sure to backup your site before upgrading.

常见问题:

what does UpiCRM do?

UpiCRM is a WordPress Lead Magement solution. It collects all forms entries into a central Form Database / Table that enables you to manage your leads throughout the complete life cycle of the “leads to customers” process. With many advanced features as automated / smart lead assignment to team memebers, advanced email notifications, GDPR featurs, and much much more...!

CRM solutions are known to be very hard to implement… how easy is UpiCRM, starting with installation, set-up and work cycle?

UpiCrm installation should take about 20 Minutes. Try... and visit our website in order to see the demo vidoe!

with which forms plugins does UpiCRM work currently?

currently we support WP-Forms, Contact form 7, Elemenor forms, Gravity forms, Ninja Forms, Caldara Forms, Cforms and more. If you are using another solution, please contact us on www.upicrm.com/contact, and we'll be happy to promptly respond to your and the community's needs.

is UpiCRM free?

Yes. Please read the license file on the installation ZIP.

How can I track lead source in UpiCRM ?

UpiCRM provides 3 ways of tracking a lead source: 1) Form name – which form was filled? 2) traffic source – Referral – from which site/URL did the user arrive from? 2) UTM URL Tagging : add UTM tags to all campaigns and traffic sources for your site, UpiCRM will parse and attached this information to every new lead.

Can I automatically change lead status or route lead to specific people, based on lead's contents?

Yes! UpiCRM has advanced automated rules to allow leads distibution based on lead's content. Send leads to your team, to partners, use advacned email temaplates and more.

更新日志:

2.3.9.1 2.3.8.8 2.3.8.7 2.3.8.6 2.3.8.5 2.3.8.4 2.3.8.1 2.3.8.0 2.3.6.4 2.3.6.3 2.3.3.2 2.3.0.5 2.2.11.3 2.2.11.2 2.2.10.8 2.2.10.7 2.2.10.6 2.2.10.5 2.2.10.4 2.2.10.3 2.2.10.0 2.2.9.3 2.2.9.2 2.2.9.0 2.2.8.3 2.2.8.2 2.2.8.0 2.2.7.0 2.2.6.0 2.2.5.6 2.2.5.5 2.2.5.4 2.2.5.3 2.2.5.2 2.2.5.1 2.2.4.2 2.2.4.1 2.2.3.0 2.2.2.7 2.2.2.5 2.2.2.4 2.2.2.3 2.2.2.2 2.2.1.2 2.2.1.0 2.2.0.5 2.2.0.2 2.1.10.2 2.1.9.2 2.1.9.1 2.1.9.0 2.1.8.5 2.1.8.4 2.1.8.3 2.1.8.2 2.1.8.1 2.1.8.0 2.1.7.8 2.1.7.7 2.1.7.6 2.1.7.4 2.1.6.2 2.1.6.1 2.1.3.0 2.1.2.1 2.1.2.0 2.1.1.1 2.0.4.2 2.0.4.1 2.0.3.1 2.0.3.0 example: "If Field 'country' contains 'Italy' then change Field 'continent' to 'Europe'. 2.0.2.1 1.9.2 1.9.4.1 1.9.6.1 = 1.9.7.2 2.0 2.0.0.1 2.0.1.0