This plugin hasn’t been tested with the latest 3 major releases of WordPress. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.

CRM Lead Management

Description

CRM Lead Management plugin is best solution to manage lead and customer relationship. This plugin uses best optimized techniques to manage leads.

Using this plugin users can easily Add, Edit or Delete Leads with functionality to add fields that suits your leads,
You can add and remove fields, add File Upload, etc. This plugin provide easy to setup dynamic fields for your lead.

This plugin provides ability to add or remove any fields from Lead form as well as functionality to display particular fields and Sort them through standard UI

Plugin Provides Group Creation to easily assign groups to your lead, also you can filter through these groups to get exact data you want to search.

Plugin also has Mail functionality inbuilt so you can easily send mails to particular lead or you can send mail to multiple groups at one time.

Plugin provide robust search to search your leads easily.

Plugin also supports many extensions/add ons to make your lead conversion hassle free experience

For more information, please visit the Lead Management page in the WordPress Codex.

Installation

  1. Download “CRM lead management” and activate it

  2. In Admin Menus Click on Leads menu

  3. Add Leads by clicking on Add lead

  4. From setting menu choose Data fields to add or remove fields.

  5. From setting menu choose Display Columns to display or hide columns

Reviews

3 de septiembre de 2016
This plugin Provides some very nice features with easy to use interface, i tried lots of CRM plugins to manage my leads, but i can say this is best of them. Also there should be option to export Leads list to Excel File in this Plugin
Read all 1 review

Contributors & Developers

“CRM Lead Management” is open source software. The following people have contributed to this plugin.

Contributors

Translate “CRM Lead Management” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.2.1

  • Bug Fixes
  • Optimized lead management
  • Better User Experience
  • Supports CRM Lead Management Addons

1.2

  • Added Dynamic Fields
  • Added Dynamic Display Columns
  • Added Groups in leads
  • Added Groups filtering
  • Added Lead mail and group mail
  • Added Settings panel to easily control and manage settings
  • Supports latest wordpress

1.1

  • Minor Updates.

1.0

  • First Major Release.

  • Common Fixes.