Thrail CRM

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.

Pro Tip: Combine this plugin with a lead generation strategy to maximize results.

Note: This plugin requires PHP 7.2 or higher.

🔥 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! video tutorial.

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 WordPress.org!

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

1.0.0

• Initial Release:
  -> Opt-in forms via shortcode [thrail-crm].
  -> AJAX-based lead management.
  -> Email automation and email logs.
  -> CSV Export feature.

Upgrade Notice

1.0.1

-> Get started with Thrail CRM today and elevate your customer management experience!

1.0.2

-> Minor Readme improvements.

License & Copyright

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 [email protected].

1. Download the plugin and upload the thrail-crm folder to the /wp-content/plugins/ directory.
2. Activate the plugin through the Plugins menu in WordPress.
3. Use the shortcode [thrail-crm] to display the opt-in form on your site.
4. Navigate to “Thrail CRM” in your dashboard to manage leads, emails, and logs.

1.0.0

• Initial release:
  • Opt-in form with shortcode [thrail-crm].
  • Lead management and AJAX functionality.
  • Email automation and email logs.
  • CSV Exporter with custom filters.