vergifyllc

Client Management Software that is powerful, easy to use & integrates seamlessly with your WordPress website. We help businesses focus on their clients while growing their business with features like Email Marketing, Live Chat, Online Discussion, Surveys, Lead Management, Lead Forms, Email Integration & Services.

Vergify

Powerful Client Management Software Designed For Small Businesses

Sadekur Rahman

Thrail CRM: Simplify Your Customer Management 
Thrail CRM is an all-in-one WordPress plugin that empowers businesses to streamline customer relationship management, automate email campaigns, and enhance lead generation. Designed with ease of use in mind, Thrail CRM is your go-to solution for growing your business and nurturing customer relationships.
<blockquote>
Pro Tip: Combine this plugin with a lead generation strategy to maximize results.
Note: This plugin requires PHP 7.2 or higher.
</blockquote>
🔥 Key Features 
✅ Lead Capture Form 
Easily integrate a responsive opt-in form using the shortcode [thrail-crm] to capture leads directly on your website.
✅ Lead Management System 
View, edit, update, or delete leads instantly from a clean and intuitive admin dashboard.
✅ Advanced Email Automation 
 Send Emails Instantly: Deliver important messages to your leads or customers in real time, ensuring timely communication. 
 Schedule Emails: Save time by scheduling emails to be sent automatically within one hour, streamlining your follow-up process.
✅ Fully Customizable Emails: 
 Custom Subject: Modify the subject line to match your campaign or communication goals. 
 Custom Message Body: Personalize the email content to suit your specific needs. 
 Access and edit these settings easily from the plugin’s admin panel for tailored communication.
✅ Detailed Email Logs 
Keep track of your email performance by viewing recipient details, timestamps, and message content in one place.
✅ Export Leads to CSV 
Effortlessly export your lead data, filtered to match your preferences, for advanced reporting and analysis.
✅ AJAX-Powered 
Experience faster and smoother operations with no page reloads for lead updates or email actions.
📹 Watch Our Tutorial 
Learn how to install, configure, and maximize Thrail CRM in just minutes! <a href="https://wordpress.org/plugins/thrail-crm/#tutorial" rel="ugc">video tutorial</a>.
Benefits of Using Thrail CRM 
📈 Boost Lead Conversions: Add optimized opt-in forms that convert visitors into leads. 
⏱️ Save Time: Automate repetitive tasks with efficient email scheduling. 
🛠️ Streamline Workflow: Manage all your leads and email communications from one centralized dashboard. 
🔍 Better Insights: Use email logs and lead exports to analyze your campaign performance and refine your strategy.
How to Get Started? 
 -> Install & Activate: Download and activate the plugin from the WordPress plugins directory. 
 -> Use the Shortcode: Add [thrail-crm] to any page, post, or widget to display the lead capture form. 
 -> Manage Leads: Access the “Thrail CRM” menu to start managing your leads and automating emails. 
 -> Bonus Tip: Customize your form design and settings directly in the admin panel for better branding.
You can also leave a positive review on <a href="https://wordpress.org/plugins/thrail-crm/#reviews" rel="ugc">WordPress.org</a>!
Installation 
 -> Upload the thrail-crm folder to the /wp-content/plugins/ directory. 
 -> Activate the plugin from the Plugins menu in WordPress. 
 -> Use the shortcode [thrail-crm] to place the opt-in form anywhere on your website. 
 -> Visit the “Thrail CRM” dashboard to start managing your CRM.
Frequently Asked Questions 
Q: How do I customize the opt-in form? 
A: Customize the form’s design and functionality directly from the admin settings.
Q: Can I schedule emails? 
A: Yes, you can schedule emails to be sent automatically within one hour of setup.
Q: Does Thrail CRM support CSV export? 
A: Absolutely! Apply filters and export your leads in CSV format for reporting or integration purposes.
Q: Is the plugin compatible with my WordPress theme? 
A: Yes, Thrail CRM is built to integrate seamlessly with most WordPress themes.
Screenshots 
– Dashboard Overview: Manage all your leads and emails in one place. 
– Opt-in Form: Place it anywhere using [thrail-crm]. 
– Lead Management: Edit, update, or delete leads with ease. 
– Email Logs: View sent emails, recipients, and timestamps. 
– CSV Export: Export data in just a few clicks for further use. 
– Email Automation: Automate repetitive tasks with efficient email scheduling. 
– Email Customization: Personalize emails for better communication.
Changelog
<h4>1.0.0</h4>
<ul>
<li>Initial Release: 
-> Opt-in forms via shortcode [thrail-crm]. 
-> AJAX-based lead management. 
-> Email automation and email logs. 
-> CSV Export feature.</li>
</ul>
Upgrade Notice
<h4>1.0.1</h4>
-> Get started with Thrail CRM today and elevate your customer management experience!
<h4>1.0.2</h4>
-> Minor Readme improvements.
<h3>License & Copyright</h3>
This plugin is open-source software and is distributed under the terms of the GNU General Public License v2 or later.
For questions or support, contact us at <a href="mailto:shadekur.rahman60@gmail.com" rel="nofollow ugc">shadekur.rahman60@gmail.com</a>.

Thrail CRM

Thrail CRM: Simplify Your Customer Management

Vergify vs Thrail CRM