[WordPress] 外掛分享: Contact Form 7 CRM – Lead, Client Database Back-up & Management

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⚠ 此外掛已下架 — 不再更新維護,建議勿安裝。
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WordPress 5.2+ PHP 7.3+ v1.1.0 上架:2022-11-24

內容簡介

此CF7 WordPress外掛可將來自聯繫表單7的表單提交發送到Cloodo Worksuite,以協助捕捉潛在客戶、管理客戶工作流程,並備份聯繫表單的數據庫。

聯繫表單7 CRM外掛的功能:

- 只需安裝外掛程序即可自動捕捉來自聯繫表單7的表單提交。
- 所有聯繫表單7的數據都將保存在潛在客戶管理系統中。如果您的聯繫表單7具有名稱字段為your-name,它將轉換為潛在客戶姓名。如果它具有名稱為your-email或類型為電子郵件的字段,則將保存到客戶電子郵件。
- 您聯繫表單中的所有其他字段都將保存在潛在客戶備註中,無需進行任何配置。
- 將聯繫表單7提交的數據保存到數據庫中。
- 用於所有聯繫表單7表單的中央數據庫表。
- 易於使用且輕量級的外掛程序
- 開發人員友好且易於自定義

有關Cloodo Worksuite CRM:

Cloodo Worksuite可讓您在組織中的所有團隊之間獲得客戶互動的最終可見性。這意味著從營銷到銷售再到客戶服務和操作或客戶部署項目團隊,所有人都能更有效地幫助您的客戶。實際上,這是任何客戶導向組織的通用工作區。

- 潛在客戶管理可幫助您管理潛在客戶數據庫、潛在客戶類別和潛在客戶來源。潛在客戶是任何尚未進行任何購買的聯繫人類型。
- 添加無限制的潛在客戶,包括姓名、電子郵件、手機、國家、網站和公司等潛在客戶信息。
- 指定公司業務代理,他將負責跟進潛在客戶。
- 創建自定義潛在客戶類別,添加任何您自己組織的無限制潛在客戶自定義信息。
- 添加無限制的潛在客戶活動以分配給業務代理或公司內的任何其他成員。
請訪問Cloodo.com註冊工作區或Worksuite,免費提供。

自定義API整合:

- 為您的業務開發任何潛在客戶、客戶、CRM整合API外掛程序。
- 按要求提供自定義潛在客戶導入服務。
- 為您的業務開發任何任務、項目管理UI。
- 請通過[email protected]與我們聯繫。

我們擁有高效的支持團隊,隨時準備幫助您。在支持論壇中或直接與我們聯繫提出問題。

關於Cloodo Workspace:

WP Worksuite外掛程序由Cloodo開發和支持,Cloodo是一個通用的工作區平台,提供外包資源與公司內部資源之間的工作連接和管理,以反映混合業務工作方法的需求,以及任何全球企業的多分支業務部門。

Workspace適用於任何希望在與自由職業者和外包資源的聯系中管理其工作的中心工作區,以實現其工作結果。此外,他們還希望作為自由職業者出售自己的技能,以獲得更多收入,同時完全控制自己的工作區。創意項目可以作為作品集公開發佈,以推廣他們的才能。

Worksuite適用於任何機構或公司,希望設置機構資料檔案以出售其專業服務,以及管理其業務部門。

外掛標籤

開發者團隊

⬇ 下載最新版 (v1.1.0) 或搜尋安裝

① 下載 ZIP → 後台「外掛 › 安裝外掛 › 上傳外掛」
② 後台搜尋「Contact Form 7 CRM – Lead, Client Database Back-up & Management」→ 直接安裝(推薦)
📦 歷史版本下載

原文外掛簡介

This CF7 WordPress plugin sends form submissions from Contact Form 7 to Cloodo Worksuite to help capture lead, manage client workflow and then backup database for Contact Form
Feature of Contact Form 7 CRM plugin:

By simply installing the plugin, it will automatically begin to capture form submissions from contact form 7.
All your Contact Form 7 data will save on Lead management system. If your Contact Form 7 have fields name is your-name, it will be converted to customer name on Lead management. If it have field name is your-email or type is email will save to customer email.
All other fields on your contact form will save to lead note.No configuration is needed
Save Contact Form 7 form submitted data to the database.
Central database table for all contact form 7 forms
Easy to use and lightweight plugin
Developer friendly & easy to customize

About Cloodo Worksuite CRM
Cloodo Worksuite gives you ultimate visibility into customer interactions across every team in your organization. That means that everyone will be on the same page from marketing to sales to customer service and operation or client deployment project team, all able to help your customers more effectively. In fact this is a universial workspace for any clients’s orientation ogranization.

Lead Management helps you to manage lead database, lead category, lead sources. Lead is any type of contact which is not yet made any kind of purchase.
Add unlimited lead with lead information like name, email, mobile, country, website, company
Assign the company sales agent who will have to take the the lead follow up
Create custom lead category, add unlimietd any lead custom information for your own organization
Add unlimited lead campaign to manage and plan your lead development projects of your company
Add unlimited lead follow up activities which is assign to sales agent or any other member inside your company.

Please visit Cloodo.com to register a Workspace or Worksuite, it’s free.
CUSTOM API INTEGRATION
We are adding more and more feature for CRM which is directly developed into the core worksuite modules or via API plugin integration. The world now is API connection and in fact we are open for custom development request:

Develop any lead, client, crm integration api plugin for your business
Provide custom lead import services as per requested
Develop any task, project management UI for your business
Please do not hesitate to contact us via [email protected]

We have a highly efficient support team who are always ready to help you. Ask your queries in Support Forum or contact us directly.
About Cloodo Workspace
WP Worksuite plugin is developed and support by Cloodo, a universial Workspace platform that providing the workforce connection and management between outsourcing resources with internal company resource to reflect the demand for hybrid business working approach as well as multi-branch business divisions for any global corporate.
The Workspace is for any individuals want a central workspace where they can manage their work in the approach of project management in connection with freelancer and outsourcing resources to fullfill their work’s result. Moreover, they also want to sell their own skills set as a freelancer to gain more income while completely control their own workspace. Creative projects can be publiced as a portfolio to promote their talents.
The Worksuite is for any agency or company want to set up agency profiles to sell their professional services as well as manage their own operation effectively and privately in one workspace customizedlly by their own. That why Cloodo Worksuite is built to help company manage their Deal, Client, HR Payout, Financial, Project, CRM. The data is secured privately managed by each company.
View more of Cloodo Resources:
Cloodo Top List Project
Cloodo Top Rate Agency
Cloodo Top Company
Cloodo Software Download
Cloodo BPO Services
Cloodo is for any freelancer, team, agency or corporates office and the workspace account is is freely created easily for lifetime.

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