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

UpiCRM collects the leads from all your contact forms into one database inside WordPress, so you can manage them, assign them to your team, track where they came from and export them. Lead sources

• WordPress contact forms: Contact Form 7, Elementor Forms, WPForms, Caldera Forms, Ninja Forms, CForms, Gravity Forms
• Web services (incoming)
• Other UpiCRM installations: collect the leads of several websites on one UpiCRM server
• Excel / CSV import

What you can do with a lead

• Assign it to a team member, automatically (round robin or routing rules) or by hand.
• Follow its status from the first contact to the end of the process.
• Send email notifications and customized email templates to your team or to the visitor.
• Send it to a remote web service (ERP, CRM, email marketing...) or to another UpiCRM server.
• Export your leads to Excel / CSV.

Team work Leads can be assigned to the people of your sales, marketing, management and service teams. UpiCRM supports up to five levels of users, so every person sees the leads that belong to their level and team. Analytics Every lead keeps its traffic source and UTM tags. The dashboard shows the number of leads per period, per form and per status, so you can follow the results of each marketing channel. Privacy (GDPR) Find, export or erase the data of a person on request, and set the text that replaces cleared data. Several websites One UpiCRM installation can receive the leads of other websites (a "master") and the other sites send their leads to it (a "slave"). Optional add-ons (social network leads import, Google Sheets integration) are available at UpiCRM.com. Video: UpiCRM setup and features and aggregating the leads of several WordPress sites

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.

3.15.5

• Security: old-format Lead Aggregation API keys (a code made of the two site addresses) are no longer accepted at all, and the "Accept legacy API keys" setting is gone. When both sites run 3.15.5, they replace the old key with a new random secret by themselves: each site confirms the exchange by calling the https address stored for the other one. Leads that were refused meanwhile are sent again afterwards. UpiCRM > Lead Aggregation explains what to do and has a "Replace the old keys now" button.
• Security: UpiCRM access is now given on purpose. A WordPress user has no UpiCRM access until an administrator gives it (profile screen or UpiCRM > Users Center); administrators are UpiCRM admins. Before, every logged-in user without a setting counted as a "UpiCRM User" and new users got that role by default. On update, users who have leads assigned or a place in the Users Center keep their access, and the "default role for new users" setting changes from "UpiCRM User" to "Not a UpiCRM User" (you can change it back in Users Center).
• Security: a user's UpiCRM permission can only be changed by a WordPress administrator in the profile screen (before, any user could raise their own), "Not a UpiCRM User" really blocks access, and every admin action checks the user's UpiCRM permission in addition to the nonce. A user limited to own leads can no longer open or change other leads.
• The quick links in notification e-mails (change status / assign) now open a confirmation page instead of changing the lead at once.
• The plugin no longer changes PHP's include path and no longer uses $_SESSION. The lead's referrer is the first external website (from the campaign cookie) or, when unknown, the page the form was sent from.
• Fixed: saving an edited lead (Edit lead screen) did not find the lead.

3.15.4

• Fixed: Lead Management could stop with a PHP error ("strpos(): Argument #3 ($offset) must be contained in argument #1 ($haystack)") on PHP 8 when a lead that was received from another site had an empty or very short content. The form name of such leads is now read safely; names that contain a comma, quotes or non-English letters are shown correctly, and the same reader is used by the exports.

3.15.3

• Fixed: UTM / campaign data and the referring website were almost never saved with new leads (they were kept in a PHP session that the plugin never started). They are now remembered in a small first-party cookie, "upicrm_utm", set by JavaScript so it also works with page caching: the UTM parameters of the landing page and the first external referrer (first touch wins).
• New: UpiCRM > GDPR "Campaign cookie" setting - off, until the browser is closed, 7, 30 (default), 90 or 180 days - with a suggested privacy-policy text. Can also be disabled with add_filter( 'upicrm_enable_utm_cookie', '__return_false' ).
• Saving the GDPR settings now requires a UpiCRM administrator.

3.15.2

• Fixed: UpiCRM > Data Types & Fields ended with "There has been a critical error" on sites running Ninja Forms 3. Ninja Forms 3 forms, fields and the "import existing data" step now work (Ninja Forms 2 is still supported).
• New: "import all existing forms plugins data" (UpiCRM > Import) also imports past Elementor Pro submissions with their original date, IP, browser and referer. No e-mails are sent and it can be repeated without creating duplicates.

3.15.1

• Fixed: Lead Management no longer freezes on "All Time" or other large date ranges. The table loads one page of leads at a time (search, filters, sorting and paging are done by the server), shows a loading indicator and an error message if a page cannot be loaded.
• Fixed: "Delete Selected leads" deleted nothing; the column filter boxes stopped working after a column was hidden and shown again; the selected date range is now remembered.

3.15

• Security: Lead Aggregation now uses a secret random API key per integration (new "Generate" button). Keys are compared in constant time, saving a lead needs a POST request, unknown actions are rejected, and a status check with a wrong key changes nothing.
• Security: removed the public "upicrm_on_load" AJAX action and the unused footer script; the request that sends pending notifications carries a signed token; TLS certificates are verified between sites (filter 'upicrm_integration_sslverify').
• Fixed: activation and updates create every table with dbDelta() (including web-service header columns that were never created); re-activating no longer replaces edited fields, statuses and e-mail templates; no PHP notices or database errors with WP_DEBUG on; the "Custom Export" link now needs a login and a short-lived key.
• DataTables updated to 2.3.8.

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