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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 Not working with Ninja Foms, on the site WordPress.org Forums:
    Hello, we've released a new version 2.2.1.0 that supports the newer version of Ninja Forms…

    3 days ago

  • Posted a reply to Still NOT WORKING with Ninja FORMS + SLOW CUSTOMER service, on the site WordPress.org Forums:
    Hello we've released a new version of UPICRM wit support for the new API modified…

    3 days ago

  • Committed [1894362] to Plugins Trac:
    fix upcrmphp 2

    3 days ago

  • Committed [1894360] to Plugins Trac:
    fix upicrm.php

    3 days ago

  • Committed [1894357] to Plugins Trac:
    support ninja forms new api

    3 days ago

  • Posted a reply to Bug: Hitting the button to create a new field doesn’t check for blank., on the site WordPress.org Forums:
    Hey, sorry about that. we couldn't think of a solution to delete fields after created,…

    3 days ago

  • Posted a reply to Multiple emails for one submission, on the site WordPress.org Forums:
    Hello, sorry to hear that, we've never had this one before... can you share more…

    3 days ago

  • Posted a reply to Not working with Ninja Foms, on the site WordPress.org Forums:
    HI, we'll need a working instance of Ninja forms, can you share it with us…

    1 week ago

  • Committed [1890387] to Plugins Trac:
    add class

    2 weeks ago

  • Committed [1890385] to Plugins Trac:
    V2.2.0.5

    2 weeks ago

  • Posted a reply to Attached file not hyperlinked + cannot save lead management comments, on the site WordPress.org Forums:
    Hi About the file attachment issue - it's simply how we programmed it for now.…

    2 weeks ago

  • Committed [1887992] to Plugins Trac:
    v compatibiltiy

    2 weeks ago

  • Posted a reply to Not Exporting, on the site WordPress.org Forums:
    Hi we've upgraded a new version and hopefully fixed this issue. please test and report…

    2 weeks ago

  • Posted a reply to New points and issues, on the site WordPress.org Forums:
    Thanks Uri

    2 weeks ago

  • Posted a reply to Email Notifications, on the site WordPress.org Forums:
    also - you can use http referrer as the source for auto lead management rules…

    2 weeks ago

  • Posted a reply to Lead management comment NOT SAVED, on the site WordPress.org Forums:
    thanks webitman for the help to the community.

    2 weeks ago

  • Posted a reply to Attached file not hyperlinked + cannot save lead management comments, on the site WordPress.org Forums:
    Hi, please do the following: 1. click on "Lead Management" menu to enter the lead…

    2 weeks ago

  • Posted a reply to Lead management comment NOT SAVED, on the site WordPress.org Forums:
    Hey, you need to select "Actions" from the fields presented dropdown list, and than you'll…

    3 weeks ago

  • Posted a reply to User receiving email notifications from various contact forms, on the site WordPress.org Forums:
    Hi please just use our support form on our site. I'm not allowed to use…

    3 weeks ago

  • Posted a reply to Attached file not hyperlinked + cannot save lead management comments, on the site WordPress.org Forums:
    Hey Indeed I misunderstood you. You can access the file from the contact form 7…

    3 weeks ago

  • Created a topic, GDPR & UpiCRM, on the site WordPress.org Forums:
    Hello community ! We have released new version with ne…

    3 weeks ago

  • Committed [1882502] to Plugins Trac:
    GPDR v#

    3 weeks ago

  • Committed [1882500] to Plugins Trac:
    GPRR v2

    3 weeks ago

  • Committed [1882468] to Plugins Trac:
    V 2.2.0.2 GDPR compliance

    3 weeks ago

  • Posted a reply to Manually adding in leads rather than the csv Import, on the site WordPress.org Forums:
    Hi we're thinking about it and we consider it a very non-straight issue... In order…

    3 weeks ago

  • Posted a reply to Round Robin, on the site WordPress.org Forums:
    Hey, sure there's a way... Just use the UPI users center to add your team…

    3 weeks ago

  • Posted a reply to Email Notifications, on the site WordPress.org Forums:
    hi couple of things - you can use "Lead source" in order to populate data…

    4 weeks ago

  • Posted a reply to Attached file not hyperlinked + cannot save lead management comments, on the site WordPress.org Forums:
    Hello, the way to save lead comments is : 1. select the "Actions" from the…

    4 weeks ago

  • Posted a reply to User receiving email notifications from various contact forms, on the site WordPress.org Forums:
    Hi, we've this "bug" on another installation, and we were unable to locate it's source.…

    1 month ago

  • Posted a reply to Email Notifications, on the site WordPress.org Forums:
    HI, I'm afraid that's how UPI works . try and include HTTP referer, and also…

    1 month ago

  • Posted a reply to New points and issues, on the site WordPress.org Forums:
    hey... that sounds great. If I may have a request to have our programmer review…

    1 month ago

  • Committed [1871308] to Plugins Trac:
    Redame fix

    1 month ago

  • Posted a reply to New points and issues, on the site WordPress.org Forums:
    Hello, thank for your suggestions. we'll of course considered (and have considered...) your issues. some…

    1 month ago

  • Posted a reply to Lead Aggregation, on the site WordPress.org Forums:
    Hi, did you include a new api key per each domain ? per each pair…

    1 month ago

  • Posted a reply to Not Importing, on the site WordPress.org Forums:
    hi, we're checking the Ninja forms issue, I hope to have an update soon.

    1 month ago

  • Posted a reply to Request: historical lead data, on the site WordPress.org Forums:
    Hi we're currently waiting for an approval from a prospect to upgrade Upi to include…

    1 month ago

  • Posted a reply to Mapping properly, but leads not showing, on the site WordPress.org Forums:
    Glad to hear. We'll still look into the Ninja forms issues. Marking as resolved for…

    1 month ago

  • Posted a reply to Mapping properly, but leads not showing, on the site WordPress.org Forums:
    Hi sorry about your problem. indeed we had this issue with Ninja forms. please use…

    1 month ago

  • Posted a reply to Auto Lead Management issue – Routing Rules not written to routing table, on the site WordPress.org Forums:
    .

    2 months ago

  • Posted a reply to Form Name still showing Form ID instead of Form Name, on the site WordPress.org Forums:
    Hello, currently - this is by design. WE'll try and include form name in the…

    2 months ago

  • Posted a reply to Parameters from URL no longer recorded, on the site WordPress.org Forums:
    Hi as far as we know - the UTM mechanism works as expected. one note…

    2 months ago

  • Posted a reply to How to control email notifications, on the site WordPress.org Forums:
    so, I guess I can mark this as resolved ? :) we'll include the email…

    2 months ago

  • Posted a reply to How to control email notifications, on the site WordPress.org Forums:
    Hello Jaime, we have released a newer version - with new option: "Disable form integration…

    2 months ago

  • Posted a reply to Auto Lead Management issue – Routing Rules not written to routing table, on the site WordPress.org Forums:
    Hello, we've released a new version, can you please check if your issue is solved?…

    2 months ago

  • Posted a reply to Auto Lead Management issue – Routing Rules not written to routing table, on the site WordPress.org Forums:
    Hello, sorry for the delay, we’re looking into it now. Thanks Uri

    2 months ago

  • Posted a reply to Auto Lead Management issue – Routing Rules not written to routing table, on the site WordPress.org Forums:
    Hello Jeffrey, thanks for your contact. Are you sure you’re on the last 2.1.9.3 version…

    2 months ago

  • Posted a reply to Manually adding in leads rather than the csv Import, on the site WordPress.org Forums:
    Hi in order to manually add leads - we usually recommend to just build a…

    2 months ago

  • Posted a reply to Not Importing, on the site WordPress.org Forums:
    hi, we'll need more information - which forms plugin are you using? have you tried…

    2 months ago

  • Posted a reply to Leads Not Showing, on the site WordPress.org Forums:
    please go over "fields mapping" screen and make sure the forms' fields are correctly mapped…

    2 months ago

  • Posted a reply to Limiting Role for UpiCRM user, on the site WordPress.org Forums:
    HI, this indeed might be a good idea, we'll take it into consideration on the…

    2 months ago