WP-CRM will no longer be supported.
However, we have a new Contact Manager built on WordPress: RoloPress.
To find out more, visit www.RoloPress.com
WP-CRM is a WordPress system for creating a basic Contact Manager / CRM. The system requires a combination of plugins and a theme. It was inspired by the great work David Yeiser did with WP-Contact Manager, and by 37signals Highrise.
- Add contacts from the front end of WordPress – no need to go to the admin screen.
- Associate an image with each contact.
- Assign each contact to a company… or don’t.
- Make a note history for each contact.
- Clickable email and website links.
- Google map contacts address.
- Dial a phone number (works on cell phones with internet browsers).
- Fully hcard / vcard compatible.
- To check out this feature, install Tails for Firefox; it will show you the hcard data and allow you to export a contact to Outlook.
- Written with BluePrint CSS.
D E V E L O P E R S W A N T E D
WP-CRM was built rather quickly using existing plugins and some creativity. Imagine what would happen if a few plugin developers got together and focused on making a full-featured CRM built on WordPress.
Well… stop imagining, and start coding!
SlipFire is looking for a few good plugin developers to help build the world’s best (some may say, first):
Open-source, stable, secure, themable, pluggable CRM.
If you’re interested please contact us here.
Setup is a little bit of work, but once it’s done you have a cool , customizable CRM. Remember, if it were easy… everybody would be doing it!
For WP-CRM to work properly, you need a fresh install of WordPress, the theme and a few plugins:
- Get the theme here:
- Custom Admin Post Listing: makes the backend admin pretty.
- Customizable Post Listings: controls “notes” feature.
- Search Everything: self explanatory.
- TDO Mini Forms: ups the coolablity factor of this theme! Allows you to make a contact from the front end.
- WordPress Heat Map: makes category cloud.
- Members’s Only: makes sure your new CRM is not public.
- Data-base Backup: (optional) automates backing up your data.
- Upload and activate the theme and plugins (did I really need to tell you that?).
- Though you will be creating contacts on the front end, you still need to make your companies on the back end. Go to MANAGE – CATEGORIES, and make a category called “none” (without the apostrophes). This will be for contacts that have no company associated with them. If you like, you can also make a few companies here as well… or you can do it later. Each company is just a standard category.
- Click on the tab “TDO Mini Forms”. Now we’re going to make the add contact form. You will immediately see “Error: No default author set!” Click on “make dummy user for default author automatically”.
- Click on “Form 1”, these are the general options for your form.
- Change form name to “Add Contact”.
- Change default category to “none”.
- Since this is your CRM and you’re not going to let just anybody make a contact, you can check “enable moderation”.
- Change widget instances to “25”. This is the amount of custom fields you can have on this form. We’re only going to use 15 of these, so you can use the remaining 10 for other fields if you like. But you’re going to have to edit the theme to show them.
- Click “Save”
- Now let’s make the form!
- Click on “Form Widgets” from the submenu. You may recognize this layout. This plugin was made so that it uses the familiar widget layout… very slick!
- Scroll down to the bottom of the screen, and where it says “Custom Field Widgets”, choose 25 from the dropdown menu and click “save”
- Now scroll back up and drag “Custom Fields 1” to the widget. And then place “Custom Fields 2” underneath it. Now, pay attention here; place “Categories 1” next. Continue until your layout looks like this:
- Now we need to set the value for each field. Click on the icon to the right of “Custom Fields 1” and the options screen should pop up. Fill in the value’s per the info below. When you’re done with each field, click the “X” at the top of the options screen to close the screen, and then click “Save Changes” after you adjust each field, just to make sure you don’t lose your work.VERY IMPORTANT:
- The Custom Field Key must be typed exactly as shown, or it won’t work.
- You must set First Name and Last Name as Required fields.
Custom Field # Title Custom Field Key Type Size Choose button choice Other Custom Field 1 First Name first_name text field 30 text (no option) Custom Field 2 Last Name last_name text field 30 text (no option) Categories 1 Company (no option) (no option) (no option) (no option)
- “overwrite default categories:check
- “list of categories to exclude”: 1
Custom Field 3 Title title text field 30 text (no option) Custom Field 4 Address Line 1 address1 text field 30 text (no option) Custom Field 5 Address Line 2 address2 text field 30 text (no option) Custom Field 6 City city text field 30 text (no option) Custom Field 7 State state text field 2 text (no option) Custom Field 8 Postal Code postal_code text field 10 text (no option) Custom Field 9 Mobile mobile_phone text field 30 text (no option) Custom Field 10 Home home_phone text field 30 text (no option) Custom Field 11 Work work_phone text field 30 text (no option) Custom Field 12 Fax fax text field 30 text (no option) Custom Field 13 Other other text field 30 text (no option) Custom Field 14 (leave blank) email text field 30 email (no option) Custom Field 15 Website website text field 30 text
- “default value”:http://
- choose “url”
Content (no option) (no option) (no option) (no option) (no option)
- “Title of Post”: uncheck “show
- “Content of Post”: uncheck “required”
Tags No configuration neccessary Upload Files (no option) (no option) (no option) (no option) (no option)
- “Allow File Types:” .jpg .gif .png
- Check: “Use filename as post title”
- “Max File Size:” 100000
- “Add download link to post content:” uncheck
- “Add download link as custom value:” uncheck
- Url of Uploaded area:”http://[your domain name]/wp-content/uploads/
- We need to make a WordPress page to put the cool form you just setup:
- WRITE – PAGES
- Page Title: Add Contact
- Page Slug: add-contact (must be exact, in lowercase and hyphen)
- In the body of the page, type: [tdomf_form1] (with the brackets)
- Now let’s make some changes to your WordPress setup:
- WRITING: Default Post Category: none
- PRIVACY: I would like to block search engines, but allow normal visitors
- Custom Structure: /people/id-%post_id%
- Category Base: /list
- Store uploads in this folder: wp-content/uploads
- Let’s up-date the other Plugin options:
- ADMIN POST LISTING:
- Hide ‘Title’: check
- In the area under “Custom Fields to Add”, enter:
- last_name =>
- first_name =>
- SEARCH EVERYTHING: Check off what ever options work best for you.
- ADMIN POST LISTING:
Done! Your CRM is now ready.
So, how do you use it? Here’s a quick tutorial:
- Adding Contacts: Click the “Add Contacts” button and fill out the form. When you make a contact a few things happen. If you add an image to the contact, then the post title becomes the image name. If you don’t, then the post title becomes the date and time it was made. You probably didn’t need to know that much, because the post title has been hidden!
- Adding Companies: Click the “Add Companies” button, and you will be taken to the back-end of WordPress. Just make a category for every company you want to add.
- Managing your Contacts: This is also done from the back-end. But thanks to the “Custom Admin Post Listing” plugin, when you click MANAGE – POSTS, you won’t see ugly post titles, you’ll see your contacts names.
That’s it! Enjoy!
Please let me know your thoughts and suggestions, as well as any bugs you find.