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UpiCRM

WordPress Best Lead Management Solution·upicrm.com

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UpiCRM is a WordPress plugin that centralizes leads from a website, other sites, Facebook campaigns, Google Sheets, and other sources into one CRM dashboard. It offers contact management, opportunity management, forecasting and reporting, sales force automation, and integrates with popular WordPress form plugins. It is designed to be installed directly on a WordPress site and is free to use.

What it's for

Import Facebook leads into WordPressWordPress lead trackingAggregate leads from multiple WordPress servers (Master/Slave dashboards)Contact managementOpportunity managementSales force automationForecasting and reportingGDPR compliance for WordPress lead dataMarketing effectiveness monitoringTeam collaboration on lead assignment and tracking

Features 14

  • Contact Form DB++ integration with Contact Form 7, Elementor Forms, WPForms, Caldera, Ninja, Gravity Forms, Cforms
  • Contact management
  • Easy install (approx. 30 minutes)
  • Facebook leads import
  • Forecasting and reporting
  • GDPR tools for WordPress
  • KPI reporting
  • Lead aggregation from multiple sources (site, other sites, Facebook, Google Sheets)
  • Lead tracking
  • Marketing effectiveness monitoring
  • Master/Slave dashboards across multiple WordPress servers
  • Opportunity management
  • Sales force automation
  • Team collaboration on lead assignment and tracking

At a glance

free tierself-hostable
TypePlugin / add-on
DeploymentSelf-hosted
PlatformsWeb
LanguagesEN
ForWordPress users

Integrations

FacebookGoogle SheetsContact Form 7Elementor FormsWPFormsCaldera FormsNinja FormsGravity FormsCforms

Complianceself-reported

GDPR

Resources

Pricing

Core plugin stated as free ('It's Free.'); a separate 'Purchase Yearly Support' option and a Shop page exist but no prices are stated.

Last checked 29 days ago·