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  • Member Since: January 12th, 2015
  • Website: www.upicrm.com
  • Find me on:

Bio

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

  • Committed [1995803] to Plugins Trac:
    V5.0.01

    8 hours ago

  • Posted a reply to Leads Manager page is not working, on the site WordPress.org Forums:
    Hi you have a collision between Upi and the image compression plugin. way to debug…

    6 days ago

  • Committed [1990012] to Plugins Trac:
    after QA for WordPress V5

    1 week ago

  • Posted a reply to CF2E, on the site WordPress.org Forums:
    also , please see - on our home page - you have a youtube video…

    2 weeks ago

  • Posted a reply to Tracking, on the site WordPress.org Forums:
    Hi, please see - on our home page - you have a youtube video showing…

    2 weeks ago

  • Posted a reply to CF2E, on the site WordPress.org Forums:
    Simply enter the "data types and fields" menu of UPICRM - you have an interface…

    2 weeks ago

  • Posted a reply to CF2E, on the site WordPress.org Forums:
    Hi This is what UPI does Create a form (cf7. Gform, caldera...) and you the…

    2 weeks ago

  • Posted a reply to Tracking, on the site WordPress.org Forums:
    Hi You can choose to present post-id in the lead management list Does this answer…

    2 weeks ago

  • Posted a reply to Working with WordPress 5.X, on the site WordPress.org Forums:
    Hi, once wordpress 5 is released, we'll update the version info to support auto update…

    2 weeks ago

  • Posted a reply to Lead management comments are lost when lead status is changed, on the site WordPress.org Forums:
    Hey... ! you need to click the save (floppy disk ) icon in order to…

    2 months ago

  • Posted a reply to UpiCRM fatal errors from MySQL – plugin not working., on the site WordPress.org Forums:
    you can send mail to info at our domain name. thanks uri

    2 months ago

  • Posted a reply to Prevent User to delete leads, on the site WordPress.org Forums:
    Hi, currently we don't have this feature... sorry. We could offer you to develop this…

    2 months ago

  • Posted a reply to Not Importing, on the site WordPress.org Forums:
    hey... new version released already, marking as solved.

    3 months ago

  • Posted a reply to Different “Subject” line for each form, on the site WordPress.org Forums:
    Hi we didn't think about this in our current design. we either send notifications or…

    3 months ago

  • Committed [1946177] to Plugins Trac:
    v2.2.2.7 cf7 bug Fixed

    3 months ago

  • Posted a reply to UpiCRM fatal errors from MySQL – plugin not working., on the site WordPress.org Forums:
    Hi it's the first time we stumble upon such an error. will you share more…

    3 months ago

  • Posted a reply to Different “Subject” line for each form, on the site WordPress.org Forums:
    Hey... it's still not the right way .... sorry UpiCRM does not use dynamic values…

    3 months ago

  • Posted a reply to Different “Subject” line for each form, on the site WordPress.org Forums:
    Hi, indeed it looks like a wrong configuration (if I may be direct...) you need…

    3 months ago

  • Posted a reply to Different “Subject” line for each form, on the site WordPress.org Forums:
    it should work, we use it all the time... just want to have a quick…

    3 months ago

  • Posted a reply to Different “Subject” line for each form, on the site WordPress.org Forums:
    Hi Let me suggest a solution: you can use the Auto Lead management feature -…

    3 months ago

  • Committed [1936426] to Plugins Trac:
    V2.2.2.5 dashboard fix users add fix

    3 months ago

  • Posted a reply to New – Advanced email notification for users and site visitors, on the site WordPress.org Forums:
    (not support)...

    3 months ago

  • Posted a reply to 584 Unexpected Characters, 2 PHP warnings, on the site WordPress.org Forums:
    new version 2.2.2.3 solved this issue.

    3 months ago

  • Committed [1934838] to Plugins Trac:
    * Fixed Bug On UpICRM Dashborad to show correct values in main leads ...

    3 months ago

  • Posted a reply to Unable to install plugin, on the site WordPress.org Forums:
    Glad to hear :) and thanks for updating us. marking as "resolved" ... thanks again,…

    4 months ago

  • Posted a reply to Unable to install plugin, on the site WordPress.org Forums:
    Hello new version released V2.2.2.3 addressing bug with privacy_class.php error please upgrade and let us…

    4 months ago

  • Committed [1930453] to Plugins Trac:
    V2.2.2.3

    4 months ago

  • Posted a reply to Not working with CF7, on the site WordPress.org Forums:
    Hi can you please verify permissions on the new directory ? need to have read…

    4 months ago

  • Posted a reply to Not working with CF7, on the site WordPress.org Forums:
    Hello sorry to hear...I believe 90% of our users are using Cf7... don't know why…

    4 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    Hey from experience - wp-debug shows a lot of errors , some are not critical…

    4 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    Hello, sorry to say - I've never seen this one before. Are you on the…

    4 months ago

  • Created a topic, New – Advanced email notification for users and site visitors, on the site WordPress.org Forums:
    Hi, just an update - we have included some new featur…

    4 months ago

  • Posted a reply to URGENT – Import from forms override old entries, on the site WordPress.org Forums:
    hi, sorry about your issue. When you import new data form existing forms - it…

    4 months ago

  • Posted a reply to Unable to install plugin, on the site WordPress.org Forums:
    hey perhaps it's a permissions issue ? also - we've released a new version, please…

    4 months ago

  • Committed [1920802] to Plugins Trac:
    v22222

    4 months ago

  • Committed [1920801] to Plugins Trac:
    CE 2.2.2.2

    4 months ago

  • Posted a reply to Multiple emails for one submission, on the site WordPress.org Forums:
    Hi, we've released a new version now with a debug option for sending emails using…

    4 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    Hey, we've had this issue on one of our dev servers, turns out after upgrading…

    4 months ago

  • Committed [1920538] to Plugins Trac:
    V2.2.2.1 advanced email functions.

    4 months ago

  • Posted a reply to Prevent sending email, on the site WordPress.org Forums:
    HI, we'll consider it on our next versions. Thanks! URi

    5 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    OK. thanks. we'll try and release a new version today / tomorrow. Still - Q:…

    6 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    Hi ..we're on it. Q: did you perhaps change path/files names ? CF7 needs to…

    6 months ago

  • Posted a reply to uploaded files not showing title or link, on the site WordPress.org Forums:
    hi please use our contact form on site, this may be an additional feature we…

    6 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    Hi, we couldn't recreate the issue. What we suggest: disable AJAX in cf7 - As…

    6 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    we hope to have a remedy soon... Uri

    6 months ago

  • Posted a reply to Contact form 7 conflict with UPi CRM, on the site WordPress.org Forums:
    hey, we're checking it.

    6 months ago

  • Posted a reply to Send Email on lead status change, on the site WordPress.org Forums:
    Hello this feature is available you can use "Auto lead management" menu in UpiCRM whenever…

    6 months ago

  • Posted a reply to NINJA FORM SUBMISSIONS deleted by UPICRM ! FIX ASAP, on the site WordPress.org Forums:
    Our SLA for non commercial users is "our best effort" , and we do try…

    6 months ago

  • Posted a reply to uploaded files not showing title or link, on the site WordPress.org Forums:
    hey, are you using the default template to upload files to UpiCRM ?

    6 months ago

  • Posted a reply to Warning: opendir, on the site WordPress.org Forums:
    marked as closed.

    6 months ago