外掛標籤
開發者團隊
原文外掛簡介
Relivora CRM is a CRM platform built into WordPress. It lets businesses manage leads, companies, contacts, sales stages, activities, tasks, follow-ups, notes and customer communication without leaving their site.
Features:
Analytics dashboard: KPIs, charts (stages, sources, monthly leads, won vs lost, pipeline value) and date filters
Work widgets for pipeline, leads, tasks, follow-ups and recent activity
Companies and contacts with notes, search, filters and bulk actions
Leads with a configurable, drag-and-drop sales pipeline
Tasks with due dates and overdue indicators, follow-ups with outcomes
Automatic activity timeline on every record
Email templates with placeholders such as {{first_name}} and {{company}}
Send emails to leads, contacts and companies, with email history and a sending log
CSV import (column mapping, duplicate detection, preview, error report) and CSV export
Dedicated CRM roles: CRM Manager and Sales Agent, with an access control screen to fine-tune what each role may do
Secure REST API for leads, companies, contacts, tasks and activities
Data retention options, debug logging, system status and a complete JSON backup
Multisite support, translation-ready, accessible admin screens
Coming next: lead capture forms and report exports.
Privacy
Relivora CRM stores CRM data in your own WordPress database. It does not send data to external services. Emails you send from the CRM are delivered through your site’s own email system (or the SMTP service you configured), and a copy of each email is kept in your database.
Sending email
Emails use WordPress’s wp_mail(). For reliable delivery, connect your site to an SMTP or transactional email service with a dedicated plugin; Relivora CRM uses it automatically. Use Settings → Email → Send a test email to check the setup.
