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.

blog, WordPress CRM Plugin

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…!

blog, WordPress CRM Plugin

UpiCRM – a Universal WordPress CRM solution is born

UpiCRM – a Universal WordPress CRM solution is born.

 

In the old times there were the blogs.

For posting articles and personal uses, the masses chose WordPress as their platform.

Following their path, came the small businesses, then the companies, and then WordPress was a common platform for the larger enterprises.

Where online marketing is conducted, a solution to manage, measure, and improve the complete process – is always required.

When researching the market, the options were either painfully (and costly!!) interface with existing CRM solutions, or use some improvisations or manual/offline solutions.

And so – the Universal WordPress CRM solution – or UpiCRM – was conceived.

UpiCRM – can be installed and configured on any WordPress site, can interface with your current and existing platform, web forms, leads, databases, etc. , and immediately provide a complete CRM solution that allows the complete process of managing your prospects, leads & customers, while also solving the complete analysis challenge, providing you with insightful information about your online marketing effectiveness across multiple channels.

 

Free WordPress CRM Solution & Lead Management– UpiCRM