內容簡介
Virtual Solutions Client CRM 將 WordPress 轉變為一個乾淨、快速的客戶關係管理系統。無論是獨立使用來管理服務業客戶，或是與 WooCommerce 連接，讓每位購物客戶都成為完整的客戶卡片，包含訂單、收入和歷史紀錄。
【主要功能】
• 客戶卡片整合所有客戶資訊
• 支援多種聯絡方式與社交媒體
• 行業專屬套件，提供300+欄位
• 管理發票、付款方式與信用額度
• 自訂標籤與評分系統
• GDPR 合規的行銷同意管理
外掛標籤
開發者團隊
② 後台搜尋「Virtual Solutions Client CRM」→ 直接安裝（推薦）
原文外掛簡介
Virtual Solutions Client CRM (“Client CRM” in your dashboard) turns WordPress into a clean, fast CRM. Use it on its own to manage the clients of a service business, or connect it to WooCommerce and every shop customer becomes a client card with orders, revenue and history.
Client cards with everything in one place
Individuals and businesses, with photo/logo, title, job, department, birthday and language
Contact details: two emails, phone, mobile, website, preferred contact method (email, phone, SMS, WhatsApp, Viber, in person)
Billing and shipping address
Business & tax: VAT / Tax ID, tax office, registration number, industry, company size
Client / account number, contact persons (name, role, email, phone), legal form, annual revenue
Billing: invoices email, payment method, IBAN, credit limit, discount, payment terms
Social profiles (incl. TikTok, YouTube), background notes, files & documents
Pipeline: status, source, referred by (another client), owner, tags, rating, estimated value, client since
Account & consent: linked WordPress/WooCommerce user, marketing consent with date, GDPR / SMS consent, do not contact
Industry packs — free
Tick your industry in Settings → Industries and the client card gets its own section with the details that business keeps. 33 packs, 300+ fields:
For every business: personal details & ID, family & important dates, contracts & subscriptions
Health & wellness: medical practices, dental, therapy & coaching, gyms & fitness, beauty & spa, veterinary
Professional services: legal, accounting & payroll, insurance, banking & finance, consulting, recruitment, architecture & interior design
Property & home: real estate, property management & rentals, construction & home services
Retail, food & hospitality: retail & e-commerce, wholesale, restaurants & catering, hotels & rentals, travel, events & photography
Automotive & transport: automotive (vehicles, service & inspection dates), logistics & freight
Education & community: education & tutoring, nonprofits & clubs
Tech & creative: software & IT services, marketing & creative agencies
Industry & trade: manufacturing, agriculture
Important details (allergies, access notes, learning needs…) are pinned to a “Keep in mind” card, and renewal, expiry and appointment dates show under “Key dates”, on the dashboard and in the daily email. Switching a pack off only hides its fields — nothing is deleted.
Email your clients
Send to everyone, a group (status, tag, segment, type, source, owner), a selection from the client list, or one client
Personalize with {first_name}, {company}, {client_code} and any other client field, with fallbacks: {first_name|there}
Rich editor with images, buttons and attachments; preview for a real client and send yourself a test
Newsletters include an unsubscribe link (one-click unsubscribe in Gmail and Apple Mail when you send through SMTP or a mail plugin) and skip clients who unsubscribed, are marked “Do not contact” or haven’t given consent
Sent in the background at a safe pace (emails per minute), with a live report: sent, failed with reasons, skipped with reasons, retry failed
Every email shows up on the client’s timeline
Works side by side with SMTP and email plugins (WP Mail SMTP, FluentSMTP, Post SMTP…): when one handles email on your site, Client CRM sends through it and never changes how the rest of your site sends email. No SMTP plugin? Set up your own mail server in Settings → Email (password stored encrypted)
Team roles & permissions
Settings → Roles & permissions lists every role on your site — WordPress’s own, WooCommerce’s and ones added by other plugins — and lets you choose what each one can do in the CRM: open it, see all clients or only their own, add and edit, log activity, delete, email one client or send newsletters, import, export, manage tags, change settings
Create your own roles (start from Manager, Sales agent, Assistant or Viewer), and give people roles right there
“Only their own clients” also limits tasks, appointments, the calendar, emails, reports and exports
Only Client CRM’s permissions are changed — what a role can do elsewhere in WordPress stays as it is. Site administrators always have full access
Your clients’ data stays private, even if your database leaks — free
Encryption of client data (Settings → Security): names, contact details, notes, timeline, tasks, appointments, emails and files are encrypted with XChaCha20-Poly1305 before they reach the database, so a stolen copy of the database or a leaked database backup can’t be read
The key is stored locked with your site’s secret keys from wp-config.php, and you save a recovery key to unlock the CRM if those secret keys ever change
Search, filters, sorting, key dates and birthdays keep working while everything is encrypted
Protected client files: files and photos of clients are kept in a private folder instead of the public Media Library, only people who may see the client can open them, and they are encrypted too
Activity log & alerts: who opened, changed, exported or deleted clients, tamper-evident; email alerts about unusual activity (bulk viewing, mass deletes, exports, repeated wrong passwords), and the account that does it can be paused automatically
Sensitive steps (showing the recovery key, changing the key, turning encryption off, changing alerts) ask for your password again
Your client data stays on your server
Client CRM keeps everything on your own website and never sends your client data to us
Optional usage statistics: only if a site administrator agrees (in the setup wizard or Settings → Data), Client CRM sends us general statistics once a week to help improve it — never client data. Settings → Data shows exactly what is sent. See “External services” below
A user guide inside the CRM
Help center with 33 in-depth topics in English and Greek, searchable, with a “?” on every screen that opens the right topic
English, Ελληνικά and any other language
English and Greek built in (Settings → General → Language): for everyone on the site and in the emails your clients get, whatever language WordPress is in — or “Same as WordPress”, so each person sees the language of their own WordPress profile
Ready for translation into any language, like any WordPress plugin (wordpress.org language packs, Loco Translate, Poedit); the built-in guide can be translated too
On a new install it follows WordPress: Greek sites start in Greek, English sites in English, sites in other languages in “Same as WordPress”
Dates, months and numbers follow the chosen language too
Calendar & appointments
Book appointments, bookings, meetings, calls and events with a client, a time, a place and who they’re with — types and colors are yours to set
One calendar with everything that has a date: appointments, tasks, industry key dates (next appointment, service due, lease end…), birthdays and, with Pro, scheduled emails
Month, week, day and list views; filter by what to show and whose calendar
Drag appointments and tasks to move them, or an appointment’s lower edge to change its length; click an empty slot to book
Statuses: scheduled, confirmed, completed, cancelled, no-show — completed appointments count as contact and show on the client’s timeline
Upcoming appointments on the client card and the dashboard, and today’s appointments in the daily email
Works on phones: a month overview with dots and the day’s agenda below
Work with your clients
Activity timeline: log notes, calls, meetings, emails and messages (also for things that happened earlier)
Tasks & reminders with due dates, times, priorities and assignees, plus a daily email digest
Tags with colors, filters, and saved segments
Quick actions: email, call, WhatsApp, log, add task
Dashboard with new clients per month, pipeline, tasks, recent activity, top clients, leads going cold and a “Coming up” list of birthdays, renewals and key dates
WooCommerce
Customers and guest checkouts become clients automatically (matched by account and email)
Order count, total spent, average order and last order on every card, orders on the timeline
One-click sync for existing customers and past orders
“Virtual Solutions Client CRM” box on the order screen
Compatible with High-Performance Order Storage (HPOS)
Light, dark or automatic — for each user
Every CRM user picks their own look in Settings → My preferences: Automatic (follows the computer or phone), Light or Dark
Switch any time with the theme button in the top bar — it changes instantly and is remembered for that user only
Import / export
CSV import with column matching, duplicate handling (update or skip), comma/semicolon/tab detection and Excel encodings (including Greek)
CSV export of everything, a filtered list, a segment or selected clients
Virtual Solutions Client CRM Pro adds a drag-and-drop custom field builder (16 field types, your own sections, hiding built-in fields, custom fields as list columns, in search, in CSV files, in email personal tags and as key dates), email templates, scheduled emails, open & click tracking, repeating appointments, automatic reminder emails to clients and calendar sync with Google, Apple and Outlook. The “Go Pro” button in Client CRM opens a full Free vs Pro comparison.
Pro’s plans and the full Free vs Pro comparison are on our store: wp.virtualsolutions.gr/virtual-clients-crm
Virtual Solutions Client CRM is made by Virtual Solutions: virtualsolutions.gr
Developers
vclients_client_fields / vclients_client_sections — register fields and sections
vclients_industry_packs — add or change industry packs
vclients_client_saved, vclients_client_deleted, vclients_activity_added, vclients_task_saved — actions
vclients_statuses, vclients_sources, vclients_list_columns, vclients_csv_columns, vclients_nav_items — filters
vclients_client_sidebar — add cards to the client card sidebar
vclients_default_theme — look for users who haven’t picked one (auto, light or dark)
vclients_mail_route (own or wordpress), vclients_mail_plugins, vclients_mail_blocked — how Client CRM sends email; vclients_phpmailer_init — adjust Client CRM’s own mail connection (it never uses WordPress’s shared one)
vclients_usage_endpoint filter or VCLIENTS_USAGE_ENDPOINT constant — where the optional usage statistics go (an empty value sends nothing)
vclients_help_topics — change or add help topics (receives the topics and the locale they are shown in)
vclients_translation_files — the translation files loaded when Client CRM speaks another language than WordPress (e.g. Greek on an English site), most important first
External services
Virtual Solutions Client CRM can send usage statistics to a service run by Virtual Solutions, the makers of Client CRM, to help decide what to improve. It is off by default and only starts after a site administrator ticks “Help improve Client CRM” on the last step of the setup wizard, switches on “Share usage statistics” in Settings → Data, or answers “Yes, share” to the one-time question on the Client CRM dashboard. It stops as soon as it is switched off, and when the plugin is deactivated or deleted.
When: once a week, in the background (WP-Cron).
What is sent: a random ID made on your site when sharing is switched on (switching off forgets it); the Client CRM version and the Client CRM Pro version if it is active; some of your setup answers — country, Client CRM language, currency, industry and other industry packs, team size and the word you use for clients; rough ranges of how many clients, tasks, appointments, tags, segments, sent emails, CRM users and custom roles you have, and of how long ago Client CRM was installed; whether the setup wizard was finished, skipped or hidden, and whether sample clients are in; which features are on (encryption, security alerts, WooCommerce sync, the daily email, how emails are sent); the versions of WordPress, PHP, the database and WooCommerce, WordPress’s language, whether it is a multisite and the environment type (production, staging, development or local).
What is never sent: your clients or anything else kept in the CRM, your business name, email, phone or logo, your users and team, and your site address. The request doesn’t carry WordPress’s usual user agent, which names the site.
Where to: https://europe-west1-wp-crm-34828.cloudfunctions.net/usageStats — the Client CRM statistics service, run by Virtual Solutions on Google Cloud (Firebase) in the EU (Belgium). Reports are kept for 24 months, and IP addresses aren’t stored with them.
Terms of service: https://wp.virtualsolutions.gr/legal/terms/ — Privacy policy: https://wp.virtualsolutions.gr/legal/privacy/
Settings → Data → Usage statistics shows the exact report before anything is sent.
