前言介紹
- 這款 WordPress 外掛「CRM and Lead Management by vcita」是 2014-11-08 上架。
- 目前有 100 個安裝啟用數。
- 上一次更新是 2025-03-16，距離現在已有 48 天。
- 外掛最低要求 WordPress 4.6 以上版本才可以安裝。
- 有 5 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
vcita |
外掛標籤
crm | leads | contact | database | management |
內容簡介
CRM & Leads for WordPress 是管理潛在客戶和客戶關係的終極方式。它是一個功能強大的 CRM，不僅可以捕捉和存儲客戶數據，還可以實現更多功能。
vcita 的 CRM 插件能代表您，在業務上開創更多機會。CRM 插件將實現以下功能：
創建銷售機會
提供關於新潛在客戶的洞察
通過自動通訊、通知和提醒節省時間
幫助您搜索、跟踪和管理潛在客戶和客戶
與 vcita Client Portal 一起使用，vcita CRM 有助於優化您的 WordPress 網站，鼓勵訪問者在您的網站上採取行動：隨時隨地、使用任何設備發送消息、預約、上傳文檔和支付服務。
使用 vcita Mobile CRM App (適用於 iPhone 或Android) 快速查看、管理和回复客戶。
vcita CRM & Lead Management 插件連接到您的 vcita 賬戶。您可以直接從插件中創建 vcita 帳戶，並享有 14 天的免費試用期。
vcita CRM & Lead Management 的主要功能：
潛在客戶捕捉和管理 CRM - vcita CRM & Leads 可以讓您的網站為您工作。它鼓勵訪問者聯繫您，可以讓您得到翻倍的新銷售機會。每個在您的 WordPress 網站上提交的聯繫都由 vcita CRM 捕獲，並自動在一個簡單的儀表板中提供，以快速進行資格認證和跟進。
客戶管理 - CRM 讓您輕鬆組織、搜索和編輯客戶信息和社交數據，標記跟進、請求付款或預約。
客戶門戶 - 安全的全天候客戶門戶提供帳戶更新、付款狀態、文檔請求和信息。客戶可以隨時隨地方便地通訊，甚至可以設置額外的預約、付款和上傳文檔。
在線日曆 - 管理您的業務日曆，邀請潛在客戶和客戶進行會議，並在您的網站上提供預約，基於您最新的可用性。
發票模板和在線支付收款 - vcita CRM 讓您創建包括您的徽標和詳細信息的專業發票。您的客戶可以使用任何信用卡或 PayPal 在線支付您的服務費用。
電子郵件和短信營銷 - 通過針對客戶的定向電子郵件和短信營銷來推廣您的服務和活動。在幾分鐘內編製美麗的、適合移動設備的郵件並實時跟踪結果和客戶行動。
翻譯
vcita 针对 WordPress 的 CRM & Lead Management 插件已完全翻译为以下语言：
西班牙语
法语
俄语
葡萄牙语
德语
波兰语
意大利语
荷兰语
在此未看到您的语言？您可以手动更改联系表单标签、按钮和其他文本，以在您的语言中显示！
CRM & Lead Management 插件的更多关键功能：
在短短几秒钟内从 Google、Outlook 或 Excel 导入所有现有联系人到 vcita CRM。
将所有潜在客户和联系人导出为 CSV。
从您的 WordPress 网站获得更多潜在客户。
在您的 CRM 上对每个客户记录添加无限数量的自定义字段。
在您的 CRM 上查看完整的客户沟通历史记录。
從您的 CRM 上分享和/或請求文件。
定制发票和收据，与客户进行互动。
原文外掛簡介
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:
Generate new sales opportunities
Provide insights about new leads
Save time with automated client communications, notifications and reminders.
Help you search, tracks and manage leads and clients.
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.
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for iPhone or Android
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.
vcita CRM & Lead Management main functionalities:
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.
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.
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.
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.
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.
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.
Translations
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
Spanish
French
Russian
Portuguese
German
Polish
Italian
Dutch
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language!
More of the CRM & Lead Management plugin key features:
Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.
Export all leads and contact to CSV.
Generate more leads from your WordPress site.
Add unlimited number of custom fields on every client record on your CRM.
View complete client communication history on your CRM
Share and/or request documents right from your CRM.
Send customized invoices and get paid faster with online payments
Offer Self-service appointment scheduling for your clients and get more appointments in less time.
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.
Share files as part of your conversation with existing clients, and track client files on your CRM.
What Our Clients Say:
“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 Contact Management Software
Building WordPress sites for others?
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit www.vcita.com for additional information.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「CRM and Lead Management by vcita」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
2.5 | 2.6 | 1.0.0 | 1.1.0 | 1.2.0 | 1.3.0 | 1.4.0 | 2.0.0 | 2.1.0 | 2.2.0 | 2.3.0 | 2.3.1 | 2.4.0 | 2.4.1 | 2.4.2 | 2.6.1 | 2.6.2 | 2.7.5 | trunk |
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