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Round-robin lead distribution with UpiCRM

Just yesterday – we have released a version with a new capability, long awaited (and requested…!!) by our community of users:

Distribute leads to your team members, Round-robin style.

This now means the if, for example, you have several distributors in a country, and you want to share the leads between several people, you can simply choose to send the leads one after the other to each of the team members, one lead at a time.

in order to achieve that – simple go to the Auto Lead management screen, create a rule, and choose – in action: Assign to: … and choose as many Upi Users as you like. UpiCRM will send the leads to your chosen users, one by one.

We hope you will use our solution and enjoy the possibilities it creates… and don’t forget to tell us if you need anything else!

 

 

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Leads Mangement & Web Services integration – Send leads into / from a remote server.

Leads – Web Services integration – Send leads into / from a remote server.

Following requests and the needs of our users, we have release during Sep. 2016 a new version now supporting web services integration.

The new capability now allows a UpiCRM installation to receive incoming leads from ANY remote source, and also allows a UpiCRM installation to send leads to ANY remote source.

The outbound leads sending works in sync with the rules engine, so basically you can choose to send a lead to a remote source if a rule applies, (if “product” contain “shoes”, then – transmit lead to a remote web service), and an incoming lead will also pass through the rules engine (if “country” equals “Spain”, assign lead to “Marco” and change status to “Assigned” )

The most extensive use our customers are using this feature is for example – aggregating leads from several WordPress site using the aggregation feature, and then, when all leads are managed on a single “Leads Management” server, they choose to transmit the leads to their external CRM system using the web service integration, when a leads matures to specific stage.

Leads Management - Web searvices UpiCRM

 

Picture: All leads are received on sites A,B,C , and are aggregated into the Lead Management server on another WordPress server with UpiCRM master installation.

User can work on the leads by signing into the Upi Master as subscribers with “Upi-Admin” user roles, view, manage, and share their leads. Once a leads matures – it can be manually or automatically transmitted to a remote system using the web service outbound mechanism.

 

 

As shown by our current users, UpiCRM can collect, aggregate and manage leads from unlimited number of web sites. A true universal lean and mean lead machine!

Enjoy, it’s free!

blog, Uncategorized

UpiCRM – Aggregate Leads From Multiple WordPress sites into a single repository

Well… this is a new feature we’re supporting for some time now… but we thought we might want to add a couple of words.

 

UpiCRM can act as an aggregator of leads from multiple / remote web sites. This means that a UpiCRM master can receive leads from any other UpiCRM “slave” , as long as the connection (pairing) is performed. UpiCRM can work in complete orchestration, receive / send leads from and to multiple servers at the same time. In order to get your required API key, please visit http://www.upicrm.com/apikey
More documentation can be found on: http://www.upicrm.com/docs

Also – there’s a short (3 min) video to demonstrate how to perform the linking between the Upi Master server and the Upi Slave server :

 

blog, WordPress CRM Plugin

Caldera Forms is now supported By UpiCRM

Well,  you’ve all been asking for it for some time now.

UpiCRM now supports Caldera Forms, among other forms such as Contact Form 7, Ninja forms & Gravity Forms.

Starting from version 2.0.2.1 , release on mid May 2016, we can now aggregate, collect, manage, distribute and more – all the entries of Caldera forms as well.

Why did we choose to embrace Caldera Forms ?

First – because you asked for it. But also – it seem like this plugin is fast gorwing, generating great response from the users, great ratings, and as we tested it ourselves – it’s a very good plugin!!

Good luck to Caldera forms, I hope our users will use UpiCRM along with Caldera forms and enjoy both worlds.

…and if there’s any other feature or capability you need… look at our UpiCRM roadmap page.

Free WordPress CRM Solution & Lead Management– UpiCRM