vcita

CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data.
CRM by vcita works for you, and brings more business your way. The CRM plugin will:
<ul>
<li>Generate new sales opportunities</li>
<li>Provide insights about new leads </li>
<li>Save time with automated client communications, notifications and reminders.</li>
<li>Help you search, tracks and manage leads and clients.</li>
</ul>
Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device.
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/wFGA823q-EY?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for <a href="https://itunes.apple.com/app/vcita-mobile-crm/id1025423769?mt=8" rel="nofollow ugc">iPhone</a> or <a href="https://play.google.com/store/apps/details?id=com.vcita.mobileapp" rel="nofollow ugc">Android</a>
The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL.
<h4>vcita CRM & Lead Management main functionalities:</h4>
<ul>
<li>Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up. </li>
<li>Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments.</li>
<li>Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents.</li>
<li>Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability.</li>
<li>Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal.</li>
<li>Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time.</li>
</ul>
<h4>Translations</h4>
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
<ul>
<li>Spanish</li>
<li>French</li>
<li>Russian</li>
<li>Portuguese</li>
<li>German</li>
<li>Polish</li>
<li>Italian</li>
<li>Dutch</li>
</ul>
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! 

<h4>More of the CRM & Lead Management plugin key features:</h4>
<ul>
<li>Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.</li>
<li>Export all leads and contact to CSV.</li>
<li>Generate more leads from your WordPress site.</li>
<li>Add unlimited number of custom fields on every client record on your CRM.</li>
<li>View complete client communication history on your CRM</li>
<li>Share and/or request documents right from your CRM.</li>
<li>Send customized invoices and get paid faster with <a href="https://www.vcita.com/software/invoicing?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">online payments</a></li>
<li>Offer Self-service <a href="https://www.vcita.com/software/online_scheduling?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">appointment scheduling</a> for your clients and get more appointments in less time.</li>
<li>vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere.</li>
<li>Share files as part of your conversation with existing clients, and track client files on your CRM.</li>
</ul>
<h4>What Our Clients Say:</h4>
“I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching
“The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet
“ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep 
“vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group
Learn more about our <a href="https://www.vcita.com/software/crm_contact_management?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">Contact Management Software</a>
<h4>Building WordPress sites for others?</h4>
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit <a href="https://www.vcita.com?invite=WP" rel="nofollow ugc">www.vcita.com</a> for additional information.

CRM and Lead Management by vcita

CRM for WordPress: a powerful, all-in-one client management tool that will help you keep your clients close and create long-lasting customer relations …

Smackcoders Inc.,

Smackcoders Support

Empower your WordPress website with the Lead Form Data Collection to CRM plugin, your ultimate solution for capturing WordPress contact form data and effortlessly transferring it to your CRM as Leads or Contacts. This powerful lead form data collection to CRM tool simplifies the data collection process and seamlessly integrates it with your CRM system, eliminating the need for manual data entry and reducing potential errors.
<a href="https://wordpress.org/support/topic/great-product-superb-support-2/" rel="ugc">https://wordpress.org/support/topic/great-product-superb-support-2/</a>
Great product. Superb support! I have been using the product for 3 years. It always functions as hoped for, and if not, there is reliable support!
<a href="https://wordpress.org/support/topic/great-plugin-and-awesome-support-184/" rel="ugc">https://wordpress.org/support/topic/great-plugin-and-awesome-support-184/</a>
Great plugin and awesome support. I had issues configuring the pro plugin initially. The customer support team was very prompt in solving my problem. The plugin itself is very, very useful to as I use suitecrm to manage my leads.It made my life so easy! Great work guys. Please keep it up!
<a href="https://wordpress.org/support/topic/the-plugin-and-the-support-is-amazing/" rel="ugc">https://wordpress.org/support/topic/the-plugin-and-the-support-is-amazing/</a>
The plugin and the support is amazing. We have been searching for a plugin for a long time that can integrate wordpress with vTiger, but we have not found any that meet the criteria required by our clients, until this one. Besides having integration with a lot of CRMs, it works with ContactForm7 and WooCommerce, the support team of this plugin is absolutely brilliant. I came to them with a connection problem that was caused by our server. They were patient and solved the problem quickly. In a word, A + plugin and support.
With the Lead Form Data Collection to CRM, you can:
<ul>
<li>Effortlessly Collect and Send Leads Data to CRM: Capture leads data from your WordPress forms or Contact Form 7 plugin forms with ease and send it to your integrated CRM.</li>
<li>Seamless CRM Integration: Integrate your WordPress with any CRMs like Salesforce, Zoho, Vtiger, SuiteCRM, FreshSales, and Joforce CRM for streamlined lead management.</li>
<li>Embed Forms Anywhere: Create dynamic shortcodes to embed web forms in posts, pages, custom posts, sidebars, widgets, and popups.</li>
<li>Secure Every Submissions: Safeguard your lead data with built-in Captcha protection, ensuring data integrity.</li>
<li>Assign Leads Entering Your CRM to Sales Reps: Automatically assign every lead entering your CRM(submitted via forms) to your CRM sales reps or admin or other user to handle.</li>
<li>Use Built-in Lead Forms: Utilize the built-in Leads form provided by the plugin for your Lead Capturing, modify essential form settings if needed.</li>
<li>Set up Advanced Form Settings: Prevent from duplicate form submissions entering as leads into CRM with advanced duplicate handling options, configure form submission success and failure error messages and more.</li>
</ul>
The plugin’s simple and intuitive interface makes the form customization effortless. You can create, edit, and update form fields with ease to match your lead capture needs. Automate lead assignments, ensuring every submission reaches the right CRM user for quick follow-ups. Prevent from duplicate entries, customize success and error messages, fine-tune your form submissions and on.
<h4>Helpful links to try</h4>
Get the <a href="https://trial.smackcoders.com/wp-leads-builder-for-any-crm/?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Free Private Trial of WP Leads Builder for CRM Pro</a>. See the plugin in action at our <a href="https://demo.smackcoders.com/wordpress/wp-admin/admin.php?page=wp-leads-builder-any-crm-pro&utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">demo</a> instance.
Visit our <a href="https://www.smackcoders.com/documentation/wordpress-leads-builder-for-any-crm-pro/community-version?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Help Documentation</a> for more detailed instructions about the plugin.
<h4>Download & Install CRM add-ons</h4>
You can choose one from the list of add-ons for CRMs like Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM & SugarCRM. If you’re a SuiteCRM or Joforce CRM user, you don’t require an add-on to install.
Install and activate both WP Leads Builder For CRM and the respective CRM add-on below:
<a href="https://wordpress.org/plugins/wp-zoho-crm/" rel="ugc">Zoho CRM & Zoho CRM Plus</a> 
<a href="https://wordpress.org/plugins/wp-salesforce/" rel="ugc">Salesforce</a> 
<a href="https://wordpress.org/plugins/wp-sugar-free/" rel="ugc">SugarCRM</a> 
<a href="https://wordpress.org/plugins/wp-freshsales/" rel="ugc">Freshsales</a> 
<a href="https://wordpress.org/plugins/wp-tiger/" rel="ugc">Vtiger CRM</a>
<h4>Third-Party Form Builder Plugins Integration</h4>
Leads Builder for Any CRM supports using existing forms created with popular form builders like
<ul>
<li>Contact Form 7</li>
<li>WP Forms(free & pro)</li>
<li>Caldera Forms</li>
</ul>
<h4>PRO FEATURES</h4>
Upgrade to the Leads Builder Pro version and unlock advanced features, including:
Sync as CRM contacts
<ul>
<li>Send your website visitors information from forms to your CRM as Contacts for efficient followups.</li>
</ul>
Enhanced WordPress Integration
<ul>
<li>Sync WordPress users and data collected from forms as either contacts or leads.</li>
<li>Sync existing WordPress users with a one-time sync option as leads or contacts.</li>
<li>Sync custom fields created with MemberPress, WP-Members, and ACF under the WordPress Users module with leads and contacts in your CRM.</li>
</ul>
WooCommerce Integration
<ul>
<li>Send checkout information and capture abandoned cart customers as CRM leads.</li>
<li>Gain valuable insights into your visitors’ WooCommerce journey on your website.</li>
</ul>
Third-Party Form Builder Support
<ul>
<li>Integrate with popular form builders such as Ninja Forms, Gravity Forms, and Contact Form 7.</li>
<li>Easily sync data from these forms with your CRM.</li>
</ul>
Advanced CRM Lead Conversion
<ul>
<li>Convert WordPress Users into potential leads or contacts of your CRM system with ease.</li>
<li>Synchronize both existing and newly registered users for a seamless lead management experience.</li>
</ul>
Efficient Data Handling
<ul>
<li>Create, update, or skip options to handle duplicate entries effectively.</li>
<li>Implement Google Captcha to prevent spam submissions and maintain data accuracy.</li>
</ul>
Unlimited Form Creations
<ul>
<li>Easily create and manage an unlimited number of forms, tailoring your lead capture process to your specific needs.</li>
</ul>
Watch Our Video Tutorials 
Explore our YouTube playlist containing informative tutorials on WP Leads Builder for CRM plugin. 
<a href="https://www.youtube.com/watch?v=wmlyERJmYXw&list=PL2k3Ck1bFtbSptSNMIhr_TaNj-qjHiTio&index=1&utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Watch Video Tutorials</a>
Visit our website, to upgrade to the <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html?utm_source=wordpress_org&utm_medium=readme&utm_campaign=lead_builder_free" rel="nofollow ugc">Leads Builder For Any CRM Pro</a> today.
For more detailed instructions, check out our <a href="https://www.smackcoders.com/documentation/leads-builder-for-any-crm-from-wordpress-pro/lead-builder-for-any-crm?utm_source=lead_builder_free&utm_campaign=readme&utm_medium=wp_org" rel="nofollow ugc">Leads Builder for CRM Pro documentation</a>.

Lead Form Data Collection to CRM

Convert contact forms data into leads or contacts directly to one of your favourite CRM.

CRM and Lead Management by vcita vs Lead Form Data Collection to CRM