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Plugin Description
The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets.
There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a
special page or use a “thank you” text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes
to happen after the form is sent.
Free Forms & CRM plugin page
Detailed description how to use including videos for every step
Features
- Add fields with one click
- Form builder
- Responsive design included
- Notifications by email
- Storing data into CRM
- Import and export data from CRM
- Assigning groups to users that register using a specific form in order to be found after
- Form Validation
- Customized Confirmation Messages
- Redirect to a URL or create a “Thank you” page
- Standard Fields
- Custom defined Fields
- Shortcode works on any Post or Page
- Embed Multiple Forms on a Post/Page
- One click form duplication
- Use your own CSS (if you want)
- Multiple field layout options: arrange the fields in columns, set width of label and fields
- Advanced interface for responsive layouts – if necessary layouts for different devices can be created
- Anti spam system included
- Accepts all languages
- Accepts all styles, fonts, colors, background images and positions
- Processes assigned to forms
Field Types
- Standard address fields connected to CRM
- Additional custom defined fields connected to CRM
- Basic fields: text input, radio, checkbox, text area, select box
- HTML field
- Date picker
- File upload
- Captcha
Entries
- Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact)
- Registered users have access to client administration which is also included in the free package
- Form content is added in the database and can be submitted by email
CRM
- Search by keyword
- Advanced search by any possible field
- Sending emails to clients using email templates
- Search clients by the form that was used for registration
- Collecting data from different forms
- Upload documents to clients
- Groups of clients
SPAM Protection
- CSRF automatically included on every form
- Can use captcha (included)
Security
The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM.
Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights
necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security
measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked.
The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and
the data protection – thus bringing you more security for your data.
Developer friendly
The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API.
This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM,
or you want to integrate it with another application, it is easy to use.
Screenshots
Form Builder
Drag fields into the forms – form builder
Edit fields in the form builder
Overview clients – CRM
Client detail page – CRM
Statistics – CRM
Messages – CRM
Form rendered on a page
Add a form on a page or post
Add a form with a widget
Install the plugin
