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upi

  • Member Since: January 12th, 2015
  • www.upicrm.com
  • @upi on WordPress.org
  • Find me on:

Bio/Description

UpiCRM – Universal WordPress CRM
UpiCRM can interface and extend the most popular WordPress contact forms plugins, and provide a complete CRM solution.

Upi WordPress CRM solution:
Easily interface with and extend popular WordPress forms.
A central customer relations management (CRM) solution for WordPress users.
Lead management and tracking.
Dashboards / Reports / KPI’s
Contacts Management
Marketing effectiveness and monitoring

WordPress Origin Story

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

  • Posted a reply to Form name column shows the form ID instead of Form Title name, on the site WordPress.org Forums:
    .

    2 weeks ago

  • Posted a reply to phpmailerException, on the site WordPress.org Forums:
    Thank you ! :)

    2 weeks ago

  • Posted a reply to UpiCRM admins cannot acces upicrm panel, on the site WordPress.org Forums:
    did you check on the WordPRess user profile -that the user is indeed list as…

    2 weeks ago

  • Posted a reply to Form name column shows the form ID instead of Form Title name, on the site WordPress.org Forums:
    Hello! Of course, we will correct this in the near future.

    1 month ago

  • Posted a reply to Plugin Affiliate marketing work with UPICRM, on the site WordPress.org Forums:
    Hello! Write us your wishes here. You can familiarize yourself with the road map here.

    2 months ago

  • Posted a reply to Send leads to everyone in list and let them choose, on the site WordPress.org Forums:
    Hello! In the section "Email Notifications", in field "CC", you can add addresses. Or in…

    2 months ago

  • Committed [1713812] to Plugins Trac:
    Fixed issue #remote form

    2 months ago

  • Committed [1713805] to Plugins Trac:
    2.1.9.2

    2 months ago

  • Posted a reply to Leads Table Actions, on the site WordPress.org Forums:
    Hello! Please update plugin.

    2 months ago

  • Committed [1708642] to Plugins Trac:
    ver 2.1.9.1

    3 months ago

  • Committed [1708402] to Plugins Trac:
    fix query filtered export without date

    3 months ago

  • Committed [1706898] to Plugins Trac:
    2.1.9.0

    3 months ago

  • Posted a reply to How Referr is working, on the site WordPress.org Forums:
    Hello! Sorry for the long silence, maybe you already figured out yourself, but if not,…

    3 months ago

  • Posted a reply to Export Not Working, on the site WordPress.org Forums:
    Hi! This is a bug, I'll fix it

    4 months ago

  • Posted a reply to Users can edit and cancel leads assigned to others, on the site WordPress.org Forums:
    Hello! In the next version, an option will be added to split the view only…

    4 months ago

  • Posted a reply to Plugin Guidance Please, on the site WordPress.org Forums:
    Okay, we will continue to work for those who need it.

    4 months ago

  • Posted a reply to Leads Duplicated and No Date, on the site WordPress.org Forums:
    It seems to me this method is not entirely suitable, since the leads are aggregated…

    4 months ago

  • Posted a reply to Plugin Guidance Please, on the site WordPress.org Forums:
    Hello! Thank you for the interest shown to our plugin! We understand that some functions…

    4 months ago

  • Posted a reply to Leads Duplicated and No Date, on the site WordPress.org Forums:
    Hi! Are there any differences in other fields?

    4 months ago

  • Posted a reply to phpmailerException, on the site WordPress.org Forums:
    Is there a reason for the files you created? Try to update the plugin

    4 months ago

  • Posted a reply to UPICRM Users unable to save comments, on the site WordPress.org Forums:
    Make a backup and try :)

    4 months ago

  • Posted a reply to Maping with Enfold theme contact us page, on the site WordPress.org Forums:
    Very well :)

    4 months ago

  • Committed [1680103] to Plugins Trac:
    release 2.1.8.5 readme

    4 months ago

  • Posted a reply to UPICRM Users unable to save comments, on the site WordPress.org Forums:
    This code correct. But better reinstall plugin.

    4 months ago

  • Posted a reply to UpiCRM Lead Status field is not anymore a dropdown, on the site WordPress.org Forums:
    OK, I understood what you said. It will be possible to return

    5 months ago

  • Posted a reply to UpiCRM Lead Status field is not anymore a dropdown, on the site WordPress.org Forums:
    Perhaps there was a misunderstanding, let's clarify:In Lead Management page option "Change selected leads status…

    5 months ago

  • Posted a reply to UpiCRM Lead Status field is not anymore a dropdown, on the site WordPress.org Forums:
    Thank you for your comment, I will try to add in the future version.

    5 months ago

  • Posted a reply to UPICRM Users unable to save comments, on the site WordPress.org Forums:
    This is true, the user can assign himself. The situation described by you is not…

    5 months ago

  • Posted a reply to UPICRM Users unable to save comments, on the site WordPress.org Forums:
    Yes, your process is correct.Have you tested this in different browsers? And the version of…

    5 months ago

  • Posted a reply to UPICRM Users unable to save comments, on the site WordPress.org Forums:
    Hello! I tried to simulate your situation by changing the rights, but in my case…

    5 months ago

  • Committed [1668691] to Plugins Trac:
    readme.txt

    5 months ago

  • Posted a reply to Combine fields into one, on the site WordPress.org Forums:
    resolved

    5 months ago

  • Posted a reply to Contact Form – UPICRM Errors after activation, on the site WordPress.org Forums:
    Please update to new version. Many errors is fixed, but not all :)

    5 months ago

  • Posted a reply to Php error on new version, on the site WordPress.org Forums:
    Please update to new version.

    5 months ago

  • Posted a reply to Assign leads equally to group of users?, on the site WordPress.org Forums:
    OK :)

    5 months ago

  • Posted a reply to Assign leads equally to group of users?, on the site WordPress.org Forums:
    Yes it is doable. For example, in the form you can add a hidden field…

    5 months ago

  • Committed [1667379] to Plugins Trac:
    link Fixed issue #

    5 months ago

  • Committed [1667370] to Plugins Trac:
    2.1.8.4 (night revision)

    5 months ago

  • Posted a reply to Assign leads equally to group of users?, on the site WordPress.org Forums:
    Hello! Did you use the Auto Lead Management section? If you do not need some…

    5 months ago

  • Posted a reply to Latest update not working, on the site WordPress.org Forums:
    Thank you for your treatment, we will try to correct this error in the upcoming…

    5 months ago

  • Posted a reply to Automatically Add Users to UpiCRM, on the site WordPress.org Forums:
    Hi, thanks for the kind feedback! about the docs - you can find it here:…

    5 months ago

  • Posted a reply to phpmailerException, on the site WordPress.org Forums:
    Hello! Can you explain which plug-in and which version are you using? The files you…

    5 months ago

  • Posted a reply to Contact Form – UPICRM Errors after activation, on the site WordPress.org Forums:
    Hello! Sorry for the long silence, and try to do the following. Make backup of…

    5 months ago

  • Posted a reply to Is it possible to edit a Lead?, on the site WordPress.org Forums:
    resolve

    5 months ago

  • Posted a reply to Unexpected Character, on the site WordPress.org Forums:
    Hello! Try to reinstall the plugin. If this does not work, send a screenshot to…

    5 months ago

  • Posted a reply to Allow add new Lead Access permission to UpiCRMUser, on the site WordPress.org Forums:
    Hello! At you all turned out?

    5 months ago

  • Posted a reply to Php error on new version, on the site WordPress.org Forums:
    Hi! Hello! What version did you return to?

    5 months ago

  • Posted a reply to Ninja Forms Problem, on the site WordPress.org Forums:
    Hi We are preparing changes to support the new version, but if possible, switch to…

    5 months ago

  • Posted a reply to Allow add new Lead Access permission to UpiCRMUser, on the site WordPress.org Forums:
    Hi 1.UPI uses users from the wordpress database, so any administrator can assign a user…

    5 months ago

  • Posted a reply to Random position of fields, on the site WordPress.org Forums:
    Thanks for clarifying! But I could not reproduce your situation. The created fields were added…

    5 months ago