Description
Thrail CRM is a cutting-edge WordPress plugin designed to enhance your customer relationship management. Perfect for businesses looking to streamline lead generation, automate email communication, and efficiently manage their customer database.
Note: This plugin requires PHP 7.2 or higher.
Key Features:
- Opt-in Form: Add an attractive lead capture form using the shortcode
[thrail-crm]. - Lead Management: Effortlessly store and manage leads from a user-friendly admin interface.
- AJAX-Powered Operations: Quickly edit, update, or delete leads without page reloads.
- Email Automation: Send emails instantly or schedule them to send within an hour.
- Email Logs: Maintain a detailed record of all sent emails for reference.
- CSV Export: Export leads with custom filters for streamlined reporting and analysis.
Video Tutorial:
Learn how to set up and use Thrail CRM by watching our step-by-step video tutorial.
You can also leave a positive review on www.remarpro.com!
You can customize the shortcode settings via the plugin’s admin panel.
Why Choose Thrail CRM?
- Increase lead conversions with an intuitive opt-in form.
- Save time with email automation and scheduled messaging.
- Simplify your workflow with organized lead management tools.
Thrail CRM
A powerful and easy-to-use WordPress CRM plugin for lead management, email automation, and much more!
License & Copyright
This plugin is open-source software and is distributed under the terms of the GNU General Public License v2 or later.
For questions or support, contact us at [email protected].
Screenshots
Dashboard Overview: Manage leads and emails in one place. 
Opt-in Form: Collect leads using the shortcode [thrail-crm].
Lead Management: Edit, update, or delete leads instantly. 
Email Logs: View a history of sent emails. 
CSV Export Interface: Download leads as CSV files. 
Installation
- Download the plugin and upload the
thrail-crmfolder to the/wp-content/plugins/directory. - Activate the plugin through the Plugins menu in WordPress.
- Use the shortcode
[thrail-crm]to display the opt-in form on your site. - Navigate to “Thrail CRM” in your dashboard to manage leads, emails, and logs.
FAQ
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Q: How do I add the opt-in form to my site?
-
A: Use the shortcode
[thrail-crm]in any page, post, or widget. -
Q: Can I customize the opt-in form design?
-
A: Yes, the form can be customized using the plugin’s admin settings.
-
Q: Does this plugin support email scheduling?
-
A: Yes, you can schedule emails to send within 1 hour using the built-in email automation feature.
-
Q: What information is stored in the email logs?
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A: Email logs include recipient details, subject, content, and timestamps for each sent email.
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Q: How do I export leads to CSV?
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A: Use the Export feature in the admin panel and apply filters to customize your CSV export.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Thrail CRM” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Thrail CRM” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- Initial release:
- Opt-in form with shortcode
[thrail-crm]. - Lead management and AJAX functionality.
- Email automation and email logs.
- CSV Exporter with custom filters.
- Opt-in form with shortcode