Contact Form 7 CRM – Lead, Client Database Back-up & Management

Description

This CF7 WordPress plugin sends form submissions from Contact Form 7 to Cloodo Worksuite to help capture lead, manage client workflow and then backup database for Contact Form

Feature of Contact Form 7 CRM plugin:

• By simply installing the plugin, it will automatically begin to capture form submissions from contact form 7.
• All your Contact Form 7 data will save on Lead management system. If your Contact Form 7 have fields name is your-name, it will be converted to customer name on Lead management. If it have field name is your-email or type is email will save to customer email.
• All other fields on your contact form will save to lead note.No configuration is needed
• Save Contact Form 7 form submitted data to the database.
• Central database table for all contact form 7 forms
• Easy to use and lightweight plugin
• Developer friendly & easy to customize

About Cloodo Worksuite CRM

Cloodo Worksuite gives you ultimate visibility into customer interactions across every team in your organization. That means that everyone will be on the same page from marketing to sales to customer service and operation or client deployment project team, all able to help your customers more effectively. In fact this is a universial workspace for any clients’s orientation ogranization.

• Lead Management helps you to manage lead database, lead category, lead sources. Lead is any type of contact which is not yet made any kind of purchase.
• Add unlimited lead with lead information like name, email, mobile, country, website, company
• Assign the company sales agent who will have to take the the lead follow up
• Create custom lead category, add unlimietd any lead custom information for your own organization
• Add unlimited lead campaign to manage and plan your lead development projects of your company
• Add unlimited lead follow up activities which is assign to sales agent or any other member inside your company.

Please visit Cloodo.com to register a Workspace or Worksuite, it’s free.

CUSTOM API INTEGRATION

We are adding more and more feature for CRM which is directly developed into the core worksuite modules or via API plugin integration. The world now is API connection and in fact we are open for custom development request:

• Develop any lead, client, crm integration api plugin for your business
• Provide custom lead import services as per requested
• Develop any task, project management UI for your business
• Please do not hesitate to contact us [email protected]

We have a highly efficient support team who are always ready to help you. Ask your queries in Support Forum or contact us directly.

About Cloodo Workspace

WP Worksuite plugin is developed and support by Cloodo, a universial Workspace platform that providing the workforce connection and management between outsourcing resources with internal company resource to reflect the demand for hybrid business working approach as well as multi-branch business divisions for any global corporate.

The Workspace is for any individuals want a central workspace where they can manage their work in the approach of project management in connection with freelancer and outsourcing resources to fullfill their work’s result. Moreover, they also want to sell their own skills set as a freelancer to gain more income while completely control their own workspace. Creative projects can be publiced as a portfolio to promote their talents.

The Worksuite is for any agency or company want to set up agency profiles to sell their professional services as well as manage their own operation effectively and privately in one workspace customizedlly by their own. That why Cloodo Worksuite is built to help company manage their Deal, Client, HR Payout, Financial, Project, CRM. The data is secured privately managed by each company.

View more of Cloodo Resources:

Cloodo Top List Project
Cloodo Top Rate Agency
Cloodo Top Company
Cloodo Software Download
Cloodo BPO Services

Cloodo is for any freelancer, team, agency or corporates office and the workspace account is is freely created easily for lifetime.

Screenshots

FAQ

Is API required to run this plugin?

Yes. Plugin will register an account automatic after you see first screen on erp.cloodo.com. All your data will be saved here. Your view will show on worksuite.cloodo.com.

Why we build this plugin?

Contact Form 7 is free contact form builder. This free Contact Form 7 CRM splugin adds entries management and all premium CRM features to free wordpress contact forms including contact form 7 so you will not have to install any other 3rd CF7 plugins

Do I have to pay for Cloodo Worksuite to use CRM?

Cloodo Worksuite is free for any agency under 5 team member and you can use the CRM as well as other features for free life-time. You will need to upgrade to premium account if your organization member is over 5 team member while the Worksuite is really helpfull for your business.

Do I have to create an account on Cloodo to use this plugin?

When you install this CRM for Contact Form 7 plugin, the plugin itself will help to create an Workspace Account for your WordPress admin smealessly and you just need to begin to work with your contact/ lead.

Can I set up Custom field on CRM to match with Contact Form 7 field?

Yes, Worksuite CRM have advanced setting of Custom Field and you can set up unlimited Custom Field in your CRM system to matching with data lead form Contact Form 7. Please contact us to get instruction or request any custom development or API intergration at [email protected] this plugin work if Contact Form 7 is not installed?
No, this plugin work only when Contact Form 7 is installed & activated.

Does it need any configuration?

No, it is a plug ‘n’ play plugin. Just install the plugin, and it will start capturing and displaying reports from supported form plugins.You can visit the settings page to see some basic config options.

How can I view all contact form entries?

You can view form entries from the main WordPress dashboard just by clicking on CF7 CRM menu

Can I export contact to CSV or download our Contact?

Yes you can do it with many other filter and other lead categorized management

What third-party resources does the plugin use?

THE PLUGIN USES THE FOLLOWING THIRD-PARTY RESOURCES
Bootstrap
License: MIT
Source: https://getbootstrap.com/

Reviews

Contributors & Developers

Changelog

1.1.1

• Security fix

1.1.0

• Add sync user to employee
• Add Dashboard
• Add Agents Manager menu
• Add Proposal Manager menu
• Add Clients Manager menu
• Add Setting page

1.0.1

• Fix register account error

1.0.0

• First version