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!




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!

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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
More documentation can be found on:

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 , 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:


  • If field “Country” equals “India” – assign lead to “Sanjay” (Our Indian sales manager)
  • If field “Subject” contains “support” – send lead to 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.


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…!


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


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:




A Ninja form fields mapped into UpiCRM unified database:



All new Ninja forms entries are now managed with UpiCRM:


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



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