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Intelligent & Automatic lead management with UpiCRM for WordPress

  • Ever wanted to assign leads to your regional sales managers, without actually having to inspect and manage each and every lead in real time?
  • Ever received a new lead from your site – and forwarded it as an e-mail to someone, without ever knowing what happened with the lead?
  • Ever received a contact request from your site, that you wanted to prioritize and manage, just because the subject was “Urgent Help needed” ??
  • Ever wanted to intelligent solution to manage your leads and customers???

Well – UpiCRM now allows you to automatically manage your leads’ distribution and assignment, based on the contents of the information received.

How can you achieve that?

(make sure you have version 1.9.0 and up!!)
On the “Auto Lead Management” screen , you can now define rules for lead routing:

LeadRoutingUpiCRMExamples:

  • If field “Country” equals “India” – assign lead to “Sanjay” (Our Indian sales manager)
  • If field “Subject” contains “support” – send lead to support@company.com and change lead status to “Support Request”.
  • Spam killer example: if “message details” field contains “Free, cheap, buy, increase, sell” (multiple values separated by comma (,) ) then change lead status to “Spam” .
  • If field “Future contact allowed” is bigger then 1, then change lead status to “Newsletter” .And, of course, more options are available, as with UpiCRM, you can define all sorts of new fields, users, and statuses.

Remember:

You can add as many rules / conditions as you’d like, UpiCRM will process the rules one after the other, while the last rule always overrides the previous rules.
You can always change, add or delete a rule.
Every leads will still be sent to you for inspection, and of course you can always override the logic and use the single “one click” options on the notification email in order to change lead status or assignment, even from your mobile phone.

 

well – try it yourself on your WordPress site, its free, and it takes 15 minutes to install and setup…!

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UpiCRM – Now a mobile WordPress CRM Solution

So… you asked and we delivered.
UpiCRM now allows you to manage your leads and customers using your mobile phone, with a single click, while away from the office or just on your lunch break.
What can you do ? it’s simple:

  • You can assign a new lead to any of your UpiCRM users (marketing manager, sales manager etc…)
  • You can change a lead status
  • You can add comments / manage the lead information.

And all this – using the new “Single Click Action” available with UpiCRM

See screen shots here (and don’t forget to update your version!!)

  • UpiCRM WordPress CRM Mobile 1
    UpiCRM WordPress CRM Mobile 1
  • UpiCRM WordPress CRM Mobile 2
    UpiCRM WordPress CRM Mobile 2
  • UpiCRM WordPress CRM Mobile 3
    UpiCRM WordPress CRM Mobile 3

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UpiCRM now supports Ninja Forms !

Well… good news!
Due to a specific demand from the community, we have also upgraded UpiCRM to support Ninja forms as well.
This means, as far as we know, that we can interface with about 99% of WordPress sites using an
existing forms plugin in order to extend, organize and manage your site leads and customers.

Example – A Ninja form on your site:

ninja_forms

 

 

A Ninja form fields mapped into UpiCRM unified database:

ninja_forms1

 

All new Ninja forms entries are now managed with UpiCRM:

ninja_forms2

If you have any requirement or additional need – just let us know!

 

 

Free WordPress CRM Solution & Lead Management– UpiCRM