Worldsoft WBS

cubsus

<p>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.<br />
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<br />
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<br />
to happen after the form is sent.</p>
<span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/--UP3NuWXIY?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></span>
<p>Free Forms & CRM <a href="http://crm-plugin.org/" rel="nofollow ugc">plugin page</a></p>
<p>Detailed description <a href="http://crm-plugin.org/82/how-to-use" rel="nofollow ugc">how to use</a> including videos for every step</p>
<h4>Features</h4>
<ul>
<li>Add fields with one click</li>
<li>Form builder</li>
<li>Responsive design included</li>
<li>Notifications by email</li>
<li>Storing data into CRM</li>
<li>Import and export data from CRM</li>
<li>Assigning groups to users that register using a specific form in order to be found after</li>
<li>Form Validation</li>
<li>Customized Confirmation Messages</li>
<li>Redirect to a URL or create a “Thank you” page</li>
<li>Standard Fields</li>
<li>Custom defined Fields</li>
<li>Shortcode works on any Post or Page</li>
<li>Embed Multiple Forms on a Post/Page</li>
<li>One click form duplication</li>
<li>Use your own CSS (if you want)</li>
<li>Multiple field layout options: arrange the fields in columns, set width of label and fields</li>
<li>Advanced interface for responsive layouts – if necessary layouts for different devices can be created</li>
<li>Anti spam system included</li>
<li>Accepts all languages</li>
<li>Accepts all styles, fonts, colors, background images and positions </li>
<li>Processes assigned to forms</li>
</ul>
<h4>Field Types</h4>
<ul>
<li>Standard address fields connected to CRM</li>
<li>Additional custom defined fields connected to CRM</li>
<li>Basic fields: text input, radio, checkbox, text area, select box</li>
<li>HTML field</li>
<li>Date picker</li>
<li>File upload</li>
<li>Captcha</li>
</ul>
<h4>Entries</h4>
<ul>
<li>Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact)</li>
<li>Registered users have access to client administration which is also included in the free package</li>
<li>Form content is added in the database and can be submitted by email</li>
</ul>
<h4>CRM</h4>
<ul>
<li>Search by keyword</li>
<li>Advanced search by any possible field</li>
<li>Sending emails to clients using email templates</li>
<li>Search clients by the form that was used for registration</li>
<li>Collecting data from different forms</li>
<li>Upload documents to clients</li>
<li>Groups of clients</li>
</ul>
<h4>SPAM Protection</h4>
<ul>
<li>CSRF automatically included on every form</li>
<li>Can use captcha (included)</li>
</ul>
<h4>Security</h4>
<p>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.<br />
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<br />
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<br />
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.<br />
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<br />
the data protection – thus bringing you more security for your data.</p>
<h4>Developer friendly</h4>
<p>The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API.<br />
This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM,<br />
or you want to integrate it with another application, it is easy to use.</p>


Free Forms & CRM

Without writing code, build beautiful, responsive forms that are connected with a free CRM. CRM is simple to use and has also advanced features.

cimatti

<p>Forms are an essential component of any website. Contact Forms by Cimatti is the culmination of years of experience building and developing business websites of all types. Our plugin focuses on simplicity and power, it captures, stores and helps to classify contacts and leads according to their lead status. It’s ideal for single-language and multilingual sites, simple blogs, or complex WordPress-powered Content Management Systems. If your website handles a considerable amount of contacts and you need to make diverse forms our plugin is an excellent choice.</p>
<h4>Select, Configure, and Embed Forms</h4>
<p>Choose the fields you require, customize on-screen messages and email responses, preview, test, and effortlessly embed forms into your posts, pages, or custom content types using shortcodes or the built-in TinyMCE button.</p>
<h4>Create Forms for Any Purpose</h4>
<p>Create as many forms as you need. Design landing pages, contact pages, invitations, job application forms with curriculum upload, customer request forms, spare part requests, and more. Utilize the “Clone” feature to avoid “reinventing the wheel” when creating new forms.</p>
<h4>Ready-to-Use Features</h4>
<p>Contact Forms by Cimatti has commonly used fields like First Name, Last Name, Address, Province, Country, Telephone, Email, Captcha, and default success messages and email notifications. Simply create a drag-and-drop form, save it, go to a post or page, and click the orange “C” icon in the WYSIWYG editor to insert a contact form into the post or page content.</p>
<h4>Easy to Use for Beginners</h4>
<p>These features make it effortless for first-time users, but the plugin’s fast learning curve will soon entice you to explore its advanced features.</p>
<h4>Craft Superior Forms</h4>
<p>Don’t leave anything to chance; fine-tune the entire form submission process.</p>
<h4>Create Reusable Fields</h4>
<p>Build custom fields to reuse multiple times, starting with 20 available field types, including Text Field, Text Area, Email, Autoreply Email, Checkbox, Checkbox Group, Radio Buttons, Select, Multiple Select, Hidden Value, File Upload, Captcha, Custom HTML, Password, and more.</p>
<h4>Customize Forms to Perfection</h4>
<p>Apply visual styles to your forms using options in the “Appearance” tab. Select colors, margins, button styles, and more.</p>
<h4>Custom Messages for Success</h4>
<p>Each form can have its own unique online success message. So, when a form is completed, you can provide access to a file download link, coupon information, or simply a message to confirm that the form was submitted correctly.</p>
<h4>Email Notifications for Administrators and Visitors</h4>
<p>Send email notifications to administrators, including tracking information like visitor IP, referrer, date and time of form submission, and other user properties (for a full list, see the Beginners’ Guide). Send an email notification to the visitor as further confirmation that the form was filled in correctly. All email notifications can be tested in the Preview/Test Tab before publishing.</p>
<h4>Data Collection and Excel Export</h4>
<p>All submitted data is securely stored in your WordPress database. Contacts received can be easily categorized into lead status categories and spam and tests can be easily discarded. Add notes on each contact received to keep track.</p>
<p>All contact data received can be filtered, searched, and exported to Excel at any time. You can export all the data or just the data you need. The Advanced Excel Export option allows you to export to a file with ready-to-use filtering options.</p>
<p>Contact Forms also includes a tracking graph in its Dashboard that displays the performance of all or each of your website forms over time.</p>
<h4>Developer-Friendly API</h4>
<p>Contact Forms by Cimatti includes an API to assist developers in customizing and adding their own features. WordPress Filters are used to customize forms during generation, to check and validate submitted form values, to execute custom code using sent data, and to add custom tokens for messages. Read the documentation on our site for more information.<br />
Powerful PHP Form Builder Class<br />
Contact Forms by Cimatti utilizes a PHP form builder class to generate the forms, ensuring robust and efficient form creation and management.</p>


Contact Forms by Cimatti

Create and publish forms in your WordPress website with drag and drop. Contact forms, landing page forms, invitations, and more.

Free Forms & CRM vs Contact Forms by Cimatti