內容簡介
QoraCRM 是一款針對 WordPress 的銷售 CRM、潛在客戶生成及自動化工具，旨在捕捉潛在客戶、管理銷售管道、自動化工作流程並提升轉換率。它結合了拖放式表單生成器、可視化 Kanban 銷售看板及多通道即時聊天收件箱，讓用戶無需依賴昂貴的 SaaS 訂閱。
【主要功能】
• 可視化工作流程自動化（Beta）
• 可視化電子郵件模板設計器
• 一鍵表單導入與遷移
• 無縫表單攔截器
• 拖放式表單生成器
• Kanban CRM 管道
外掛標籤
開發者團隊
② 後台搜尋「QoraCRM – Sales CRM, Lead Generation & Advanced Form Builder」→ 直接安裝（推薦）
原文外掛簡介
QoraCRM is a Sales CRM, Lead Generation & Automation Tool for WordPress
QoraCRM is a self-hosted Customer Relationship Management (CRM) system and form builder designed to capture leads, manage sales pipelines, automate workflows, and boost conversions. Built for WordPress, it combines a drag-and-drop form builder, a visual Kanban sales board, a node-based automation workflow engine, and a multichannel live chat inbox — eliminating expensive SaaS subscriptions.
Demo | Get Support | Documentation
Whether you need a simple contact form, an advanced multi-step sales funnel, an automated lead routing pipeline, or a comprehensive sales manager for your team, QoraCRM covers it all. Best of all: your data stays 100% on your server with zero external cloud dependencies for lead storage.
Powerful Features in the Free Version
Visual Workflow Automations (Beta): Build automated lead pipelines using an intuitive node canvas. Auto-assign tags, update Kanban stages, log internal comments, dispatch email notifications with custom templates, and trigger instant Telegram alerts when leads are captured or updated.
Visual Email Template Designer: Design beautiful notification emails with dynamic placeholder merge tags ({lead_name}, {lead_email}, {lead_phone}, {form_name}) directly inside the automations builder.
One-Click Form Imports & Migrations: Easily import forms and leads from Elementor, Fluent Forms, WPForms, Ninja Forms, Gravity Forms, Contact Form 7 (Flamingo), Formidable Forms, Forminator, SureForms, and CSV files.
Seamless Form Interceptors: Intercept incoming submissions from popular plugins (Elementor Forms, CF7, WPForms, Fluent Forms, Formidable, Forminator, Gravity, Ninja, SureForms) and route them straight into your Kanban CRM without touching existing forms.
Drag & Drop Form Builder: Create sales forms, lead capture funnels, and contact forms with an intuitive visual editor.
Kanban CRM Pipeline: Visually manage leads and track deal progress across customizable stages.
Filter & Search Data: Filter Kanban deals and list entries by date range, status, tags, source forms, and team members.
Lead Capturing & Alerts: Automatically store form submissions as structured CRM leads with instant admin and team notifications.
User Activity Log: Track lead interactions, status changes, and history notes.
Dashboard Analytics (Lite): Monitor key metrics with built-in widgets: Overview Statistics, Leads Over Time, Lead Sources (UTM), Sales Funnel, and Top Performing Forms.
Spam Protection: Multi-layer protection including Honeypot, Google reCAPTCHA (v2/v3), hCaptcha, and Cloudflare Turnstile.
Inbound REST API: Generate leads from external applications (Zapier, Make, n8n, mobile apps) using secure, customizable API keys.
Webhooks & Instant Alerts: Forward new leads to Telegram, external endpoints, or webhook services.
Popup Trigger Button: Trigger forms in modal popups with customizable buttons and icons.
Dynamic Styling & Conditional Logic: Show or hide fields conditionally, style form inputs, padding, typography, colors, and borders.
100% Data Privacy: All leads, forms, and logs are stored securely in your WordPress database.
Pro Version Features (QoraCRM Pro)
Multichannel Live Chat & Unified Inbox (Beta): Manage all customer conversations directly inside your WordPress dashboard. Communicate via on-site live chat, WhatsApp, Telegram, Viber, and Meta (Facebook Messenger & Instagram Direct). Convert chat dialogues into CRM leads in 1 click.
Advanced Automation Actions: Extend workflows with sales manager auto-assignment, CRM task creation, outgoing HTTP webhooks, WhatsApp messaging, Meta Conversions API (CAPI), and Google Analytics 4 (GA4) server-side event tracking.
WhatsApp Instant Lead Notifications: Connect via QR code to receive real-time lead alerts directly on your personal WhatsApp phone or sales team group chat.
Website Live Chat Widget: Customizable floating live chat widget for website visitors with office hours scheduling, greeting prompts, and automated status handling.
Advanced CRM Workflows: Unlimited Kanban stages and tags. Full inline lead editing, task management, and payment logs.
Bulk Actions: Update status, assign team members, apply tags, or delete leads in bulk.
Advanced Dashboard Analytics: Unlock Pro widgets: Revenue Dynamics, Manager Performance, My Tasks, Team Tasks, and Submissions by Country map. Freely drag and reorder widgets.
Stripe Payments Integration: Accept credit card payments, deposits, and orders directly within forms.
Multi-Step Quiz Forms: Build multi-step funnels with progress bars, step tabs, and global auto-advance.
Save Progress & Abandoned Form Recovery: Allow visitors to save progress and capture partial leads from abandoned forms.
Calculator & Advanced Fields: Create formula-based pricing calculators, Repeater fields, Product/Quantity pricing selectors, and File/Image uploads.
Role-Based Access Control: Granular team permissions for administrators, sales managers, and support agents.
CSV Export & Priority Support: Export CRM leads to CSV anytime and get priority support from our development team.
Visual Workflow Automations (Beta)
Take repetitive manual work off your team with our visual node-based automation engine:
* Trigger Nodes: Launch workflows when a new lead is captured or when a lead status changes on the Kanban board.
* Conditional Branching: Filter execution based on form sources, lead properties, or custom criteria.
* Built-in Actions (Free): Change lead pipeline stage, assign tags, append internal notes, send email notifications, and dispatch instant Telegram alerts.
* Pro Actions: Automatically assign sales managers, generate CRM follow-up tasks, trigger outgoing HTTP webhooks, send WhatsApp messages, and stream conversion events to Meta CAPI & Google Analytics 4 (GA4).
* WYSIWYG Email Designer: Craft rich HTML email templates with dynamic merge tags ({lead_name}, {lead_email}, {lead_phone}, {form_name}).
* Execution Logs: Inspect real-time execution logs with step-by-step audit trails and error reporting.
Live Chat & Multichannel Messaging (Beta)
Engage your prospective buyers across their preferred communication channels without leaving WordPress:
* Unified CRM Inbox: Centralized chat interface for all incoming and outgoing conversations.
* Supported Channels: On-site Live Chat Widget, WhatsApp (via secure QR pairing), Telegram Bot, Viber Bot, and Meta (Facebook Messenger & Instagram Direct).
* On-Site Visitor Widget: Lightweight, customizable chat widget with availability schedules (Always Online, Manual Offline, or Working Hours).
* 1-Click Lead Creation: Convert visitors into structured CRM leads with full conversation history attached.
* Zero Cloud Storage for Chats: Chat messages, attachments, and visitor contacts remain 100% stored in your WordPress database.
The Ultimate Sales Pipeline Manager
Stop losing track of valuable inquiries in messy email inboxes. QoraCRM transforms your WordPress admin into an organized sales powerhouse. Move deals across custom stages (e.g., “New Lead”, “Contacted”, “Proposal Sent”, “Won”), assign managers, set follow-up tasks, and track conversion rates natively.
Drag & Drop Form Builder
Our React-powered form builder is fast, flexible, and completely visual. Build responsive forms with standard inputs, dynamic choice fields, conditional logic, and custom styling in seconds.
Input Fields Included
Available in the Free Version:
* Text Input & Name
* Text Area & Message
* Email Address
* Phone Number (with International Country Code & GeoIP detection)
* Numeric & Website URL
* Dropdown, Radio Buttons, Checkbox
* Heading, Title & Description
* Address, Date & Time pickers
* Hidden Fields & Custom HTML
* Consent / GDPR Agreement checkbox
* Responsive column widths (25%, 33%, 50%, 100%)
* Tooltips, Help Messages, and Custom Placeholder Labels
* Conditional Field Visibility Logic
* Complete typography, color, border, and spacing controls
Available in the Pro Version:
* Formula-Based Interactive Calculator
* Dynamic Choice Fields (populate options from WordPress Posts, Pages, Categories, and Custom Taxonomies)
* Pricing & E-Commerce Fields (Product, Quantity, Total calculation)
* Stripe Payment Gateway Integration
* Multi-Step Quiz Forms (progress bar, step navigation, auto-advance)
* Save & Continue Later functionality
* Abandoned Form Partial Lead Capture
* File & Image Upload fields
* Repeater Field groups
Seamless Migrations & Integrations
Supported Form Interceptors: Contact Form 7, Elementor Forms, WPForms, Fluent Forms, Formidable Forms, Forminator, Gravity Forms, Ninja Forms, and SureForms.
1-Click History Importers: Import forms, field schemes, and existing submission entries from CF7 (Flamingo), Elementor, WPForms, Fluent Forms, Formidable, Forminator, Gravity Forms, Ninja Forms, SureForms, and CSV files.
Messaging & Communication: WhatsApp, Telegram Bot, Viber Bot, Meta (Facebook Messenger & Instagram Direct).
API & Automation: Inbound REST API with API Key management, Outbound Webhooks, Meta Conversions API (CAPI), and Google Analytics 4 (GA4).
Payment Processing: Stripe checkout, deposits, and on-form payments.
Third-Party Services
This plugin optionally connects to external third-party services to deliver specific functionality (such as spam protection, visitor geolocation, multi-channel messaging, payment processing, conversion tracking, and administrative updates). Below is the complete disclosure of all external services used:
QoraCRM Service API (services.qoracrm.com)
Purpose: Delivers admin announcements and optional 1-click Pro plugin installation and opt-in feedback.
Data Sent: Site domain, admin email (only during explicit 1-click Pro installation), and opt-in feedback.
Policies: Terms | Privacy Policy
WhatsApp QR Gateway Service (services.qoracrm.com / api.qoracrm.com)
Purpose: Bridges QR code authentication and relays notifications to your connected WhatsApp.
Data Sent: QR session handshake tokens and notification text when enabled. All chat history stays in your WP database.
Policies: Terms | Privacy Policy
Telegram Bot API (api.telegram.org)
Purpose: Sends real-time lead alerts to Telegram and supports live chat messaging.
Data Sent: Lead field entries and chat messages sent via HTTPS when Telegram is configured.
Policies: Terms | Privacy Policy
Viber Bot API (chatapi.viber.com)
Purpose: Delivers two-way visitor chat and notifications via Viber Bot.
Data Sent: Message content and receiver ID sent via HTTPS when Viber is configured.
Policies: Terms | Privacy Policy
Meta Graph API & Conversions API (graph.facebook.com)
Purpose: Handles Messenger/Instagram messaging and Meta CAPI conversion tracking.
Data Sent: Chat messages (when channels connected) and hashed conversion event parameters (when CAPI action triggers).
Policies: Terms | Privacy Policy
Google Analytics 4 Measurement Protocol (google-analytics.com)
Purpose: Tracks server-side lead conversion events from automation workflows.
Data Sent: Measurement ID, API secret, and event parameters sent via HTTPS POST when GA4 action runs.
Policies: Terms | Privacy Policy
Stripe API (api.stripe.com)
Purpose: Processes credit card payments and orders submitted through payment forms.
Data Sent: Payment amount, currency, and customer email sent securely over TLS. Card data is handled directly by Stripe Elements.
Policies: Terms | Privacy Policy
Google reCAPTCHA v2 / v3 (google.com)
Purpose: Protects public form submissions from automated spam bots.
Data Sent: Client IP, browser telemetry, and challenge response tokens when reCAPTCHA is enabled.
Policies: Terms | Privacy Policy
Cloudflare Turnstile (cloudflare.com)
Purpose: Privacy-first CAPTCHA alternative protecting forms against spam bots.
Data Sent: Visitor challenge verification token and client telemetry when Turnstile is enabled.
Policies: Terms | Privacy Policy
hCaptcha (hcaptcha.com)
Purpose: Anti-bot verification service to secure public form submissions.
Data Sent: Challenge response tokens and telemetry sent when solving or submitting an hCaptcha form.
Policies: Terms | Privacy Policy
GeoIP Geolocation Services (ipapi.co / ip-api.com)
Purpose: Detects visitor country code for international phone number fields.
Data Sent: Visitor IP address sent via REST request when GeoIP auto-detection is active.
Policies: ipapi.co Policy | ip-api.com Legal
Google Fonts (fonts.googleapis.com)
Purpose: Delivers web typography selected in form styler settings.
Data Sent: Browser requests font stylesheets from Google CDN only when a custom Google Font is chosen.
Policies: Terms | Privacy Policy
Custom Webhook Endpoints (User-Configured)
Purpose: Forwards lead data to external CRM systems, Zapier, Make, n8n, or custom endpoints.
Data Sent: JSON-encoded lead data sent upon new submission or automation action when configured.
Policies: Governed by the terms and privacy policy of the administrator’s configured endpoint.
Where can I report bugs or contribute?
The entire source code is available on GitHub.
Feel free to report issues, submit pull requests, or build the assets from source (npm install && npm run build).
The build output will be exported into ../qoracrm/dist/assets/index.js.
For questions and support, visit our Help Center.
