Tag: crm

  • Bold BaseCrm Addon (Varieties)

    Bold BaseCrm Addon (Varieties)

    Add a new lead to Base CRM when user submits form on your site.
    Base CRM fields that can be mapped with your form fields:

    • First Name
    • Last Name
    • Email
    • Organisation Name
    • Industry
    • Description
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Phone
    • Mobile
    • Fax
    • Linkedin
    • Skype
    • Twitter
    • Facebook

    NOTE : You need Formidable Forms installed to use this addon.

  • CQPIM Venture Administration – 2Checkout Add-On (Add-ons)

    CQPIM Venture Administration – 2Checkout Add-On (Add-ons)

    CQPIM 2CHECKOUT ADD-ON

    The CQPIM 2Checkout Add-On allows clients to pay invoices via 2Checkout.

    QUICK LAUNCH

    Download and install CQPIM (2.9.62+)
    Download and install the CQPIM 2Checkout Add On
    Navigate in the CQPIM Menu to “Settings”
    Enter your 2Checkout merchant ID in the field on the Invoices tab
    That’s it, you’re ready to go

    REQUIREMENTS

    PHP 5.3+
    Apache or Nginx
    Working WP-Cron
    cURL (Installed and Working)
    WordPress 4+
    CQPIM 2.9.62+

  • CQPIM Venture Administration – Envato Add-On (Add-ons)

    CQPIM Venture Administration – Envato Add-On (Add-ons)

    CQPIM ENVATO ADD ON

    This is an add-on plugin for the core CQPIM Project Management Plugin.

    The CQPIM Envato Add-On allows Envato Authors to manage support tickets / tasks / development from buyers who have purchased any of their items. It uses the Envato API to check purchase codes & Support Entitlement, ensuring that the information is always up to date each time a support ticket is raised.

    QUICK LAUNCH

    1. Download and install CQPIM (2.8.5+)
    2. Download and install the CQPIM Envato Add On
    3. Navigate in the CQPIM Menu to “Envato Settings”
    4. Fill in your Envato API details, and add all items that you want to support through the system.
    5. That’s it, you’re ready to go

    HOW IT WORKS

    You’ll notice that after installing the Add On, there are new metaboxes in the clients and support tickets sections of CQPIM. There is also a new link on the login page that allows buyers to register with their purchase codes.

    Once a buyer registers, they will be able to log in to the CQPIM Client Dashboard and raise support tickets, request quotes for custom work etc.

    When a buyer raises a support ticket, they have to choose which product they are having issues with. When the product is chosen, their support entitlement is updated and displayed to them. You can choose whether or not members with expired support can continue to raise a ticket.

    Once the ticket is raised, you can see the most up to date support information in the ticket, so you’ll always know if the buyer is entitled to support.

    The buyer can also add multiple product codes if they have purchased multiple products from you, but each product code can only be registered on the system once.

    REQUIREMENTS

    PHP 5.3+
    Apache or Nginx
    Working WP-Cron
    cURL (Installed and Working)
    WordPress 4+
    CQPIM 2.8.5+

  • 59sec lite – Lead Administration Device (Utilities)

    59sec lite – Lead Administration Device (Utilities)

    You will earn THOUSANDS of extra $$$ each month
    #1. You will earn THOUSANDS of extra $$$ each month! –
    Faster Response Times = More Money For You.

    WOW factor - your clients will LOVE you!
    #2. WOW factor – your clients will LOVE you!
    Exceed expectations by being insanely fast with 59sec.

    MEGA differentiation versus your competition
    #3. You’ll get MEGA differentiation versus your competition!
    Be faster and more responsive than the others and clients will see it.

    mental orgasm each time you get a new push notification
    #4. You’ll get a mental orgasm each time you get a new push notification! No kidding!
    The most awesome sound in the world? Cash flowing in.

    What does the 59sec do?

    59sec LITE helps companies to answer leads generated with Contact Form 7 under 59 seconds, in order to boost conversions.

    Basically, we’ll whip your sales/support team to do their job properly and FOLLOW-UP the leads ASAP, not after hours or days!

    How the whipping goes? :)

    Step 1 – you install the plugin.

    Step 2 – you install the 59sec mobile app on your sales people mobile devices. Takes 2 minutes!

    Step 3 – it sends PUSH NOTIFICATIONS on your mobile devices (iOS, Android, Windows Phone) with your leads or questions from clients.

    Step 4 – if the leads are not grabbed FAST, 59sec will make some followups.

    Step 5 – if still the lead is not grabbed, then the boss is notified: “Yo, you are losing money. Why your team cannot answer fast a lead? Either they are overwhelmed and you should hire more, either they are losing time (most probably).”

    Step 6 – everybody can see some cool statistics of response time. Who is lazy and who should get a bonus.

    Decreasing response time will boost your conversion rate! :)

    59sec on iOS

    Why is so important to answer super FAST?

    Because studies done by MIT and Kellogg show that answering a lead in 5 minutes versus 30 seconds means 21x more chances to close the sale. So, we are helping you answer under 1 minute, not in 5. :)

    Study Response Time

    59sec system has 2 main components: the back-end (59sec plugin lite or PRO) + the mobile apps (iOS, Android and Windows Phone).

    How to install it!

    First you install the 59sec wordpress plugin. Done!

    Second, you set up the plugin. Specify the “Entry Sources”, the “Notifications”, etc.

    Third, you put everybody from the sales team to install the mobile apps (iOS and Android available) and connect it to the site. Each user secret code can be found under “Notifications” tab.
    How to install' title=

    How to use 59sec

    Other questions?

    +1.800.203.8244
    go@59sec.com
    https://www.59sec.com

    Our 100% SATISFACTION GUARANTEE!

    We want you to be happy, so you can later upgrade to 59sec PRO or ENTERPRISE. We want to be so happy with our collaboration so you go tell all your businessmen friends about how great we are. :)
    100% Guarantee

    Constantin “Noro” Ferseta
    59sec Founder
    Constantin Ferseta

  • Ninja Types HubSpot Addon (Add-ons)

    Ninja Types HubSpot Addon (Add-ons)

    Add users to HubSpot Lists using Ninja forms. You can create unlimited forms and place it anywhere on site.Each form can have different list Id which let’s you add users to different list in HubSpot.
    Additionally you can also map all the HubSpot form fields with any Ninja Forms Fields.

    Features:

    • * Unlimited Forms
    • * Option to enable/disable for each form
    • * Option to use different list for each form
    • * Map HubSpot Contact Information fields to fields in Ninja Forms

    Requirement

  • CQPIM WordPress Venture Administration Plugin (Utilities)

    CQPIM WordPress Venture Administration Plugin (Utilities)

    If you’re working on projects and run a WordPress site, then CQPIM can literally take all of the tools that you use and combine your processes into a single application.

    CQPIM is a fully featured WordPress Project Management Plugin, that allows you to manage Clients, Quotes, Projects, Invoices, Support Tickets & Teams quickly, efficiently and professionally.

    Keep your clients in the loop with the CQPIM Client Dashboard, where they can view and accept quotes, sign contract, view invoice status’, keep up to date on projects in real time and raise/manage support tickets.

    The backend features an easy to use quote builder, which allows you to create awesome quotes in minutes, and send them to your clients in a single click.

    Working with teams has never been easier. Simply create team members in the backend and you’re off. You can assign team members to projects, and the CQPIM Role/Permissions system ensures that they can only see/do exactly what you want them to. Or, of course, you can use the plugin as an individual.

    This is Project Management made simple, and is ideal for freelancers and small agencies who want to add a bit of simplicity to their client and team collaboration processes. Why use half a dozen different platforms when all you need is right here?

  • Gravity Varieties CRM Addon (Kinds)

    Gravity Varieties CRM Addon (Kinds)

    Gravity Forms CRM Addon allows you to connect different CRM and create new Leads as the forms are filled automatically.

    Gravity Forms is the best way to use forms in your web, becouse it has much power, flexibilty and functionality than CRM HTML Forms. But with this plugin you can connect every entry that is filled directly to the CRM.

    The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM.

    After that, you go to each form that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field.

    The plugin connects with the CRM via webservice, a secure and best way to connect it.

    At this time, CRM Software that are supported are:
    vTiger
    SugarCRM

    You can only use one type of CRM in the web with this version.

    We will support more CRM, you can comment which CRM you would like to use, and we will consider in next versions.

    Translations: Spanish.

  • 59sec LITE – Contact Kind 7 Push notifications (Varieties)

    59sec LITE – Contact Kind 7 Push notifications (Varieties)

    What does the 59sec LITE do?

    59sec LITE helps companies to answer leads (or new contacts) generated with Contact Form 7 under 59 seconds. Why? Because studies done by MIT and Kellogg (published here on Forbes) show that answering a lead in 5 minutes versus 30 seconds means 21x more chances to close the sale. So, we are helping you answer under 1 minute, not in 5. :)

    How it works (technically speaking)?

    First you install the 59sec LITE wordpress plugin. Done!
    Second, you set up the plugin. Specify the “Entry Sources”, the “Notifications”, etc.
    Third, you put everybody from the sales team to install the mobile apps (iOS and Android available) and connect it to the site. Your site secret code can be found under “Notifications” tab.

    What the 59sec LITE mobile app does?

    When you receive new leads on your site via Contact Form 7 Plugin, they are sent almost instantly on your iPhone/Android via push notifications, so you can respond under 1 minute. Also, you have also a lite version of CRM, that will help you nurture the leads.

    How can I test 59sec LITE?

    1. Install the mobile app 59sec from AppStore or Google Play.
    2. Go to “Settings” tab (on your 59sec mobile app).
    3. Put in the test key: 123456789
    4. Go to 59sec.com/test, write something in that contact form and you’ll get the notification. :)

    Suggestion: Make sure that you go on your iPhone, Settings/Notification Center/59sec and change the alert style from “Banners” to “Alerts”. This way you will not miss the new lead alerts!

    How soon the leads are received via push notifications?

    The ones from Contact Form 7 takes aprox 2 seconds.

  • Teams Newsletters (Newsletters)

    Teams Newsletters (Newsletters)

    Please rate it!

    Please rate this item once you have tried it. Please let us know if you have problems before you give a low rating. Many problems have usually an easy solution and we’re glad to help you. Your feedback is important so that improvements based on your needs can be made, and suggestions are always welcome! See the section on Support below.

    Newsletter Campaigns for Subscribers and Groups.

    Groups Newsletters helps you to communicate efficiently, providing targeted information to groups of recipients through automated campaigns.

    Stories

    Stories make up a newsletter or a newspaper. Groups Newsletters provides a unique and flexible way of composing newsletters based on one or more stories. Read more about the concepts used by this plugin in the Concepts section of the documentation.

    Automated Campaigns

    Unlike your average newsletter system, Groups Newsletters combines multiple stories in a newsletter and uses campaigns to send out one or more newsletters to their recipients. The recipients for each newsletter can be different user groups (when Groups is also used).

    Targeted newsletters

    Among the reasons to use Groups along with Groups Newsletters you may find:

    • You want to send specific newsletters to a subset of the site’s users. For example. if you have a Premium group to which users who have purchased premium access to the site belong and you want to send out a newsletter offering them a special discount.
    • You maintain groups for specific products or services and want to make their users aware of a new feature or bug fix without sending the same information to normal subscribers.
    • Communicating with departments in a company – send out specific news that is relevant for those working in one department.
    • CRM – target valuable information at customer groups.
    • Leagues & teams – send out information on events relevant to specific groups, for example by sport, by team, by association …
    • To quickly create a Story Editors group for users who should be allowed to handle newsletters.
    • Let customers subscribe to newsletters at checkout with the WooCommerce Groups Newsletters add-on.

    For regular subscribers, you can work without Groups and take advantage of the powerful newsletter campaign management features provided.

    Support

    Please post questions on the Groups Newsletters plugin page. Support requests are handled there usually within 24 hours, if you post here directly, it can go unnoticed for days.

    Documentation

    Please refer to the documentation pages for more information.

    Demo

    Demo Site

    Groups Newsletters Demo – you can have a look at the subscription form with a neutral reCAPTCHA there.

    Videos

    Videos showing the administrative sections and introducing on how to use Groups Newsletters are currently being edited. Please check back here later on.

    Developers

    Groups Newsletters provides lots of sensible WordPress actions and filters that you can use to customize the system. It leverages custom post types and taxonomies to provide a system that any developer who is familiar with those concepts in WordPress can use, to provide a customized solution for your client.
    If you have questions or suggestions, feel free to post a comment on the Groups Newsletters plugin page.

    Resources

    Features

    Newsletters

    • Send multiple newsletters to different recipients within a single campaign.
    • Supports multiple campaigns that are sent FIFO.
    • Hold and continue running campaigns.
    • Double opt-in for visitors (no user account required) – subscribe and confirm by visiting the activation link.
    • Opt-out cancellation link.
    • Direct opt-in and opt-out for registered users.
    • Opt in on registration.
    • Opt in our out on user profile page.
    • Preview newsletters in your browser.
    • Test newsletters by sending to specific emails without the need to create a campaign.

    Email

    • Independent SMTP settings – allows to use settings to mail newsletters that are independent of the rest of the emails sent by the site.
    • Send a test email using Groups Newsletters SMTP settings.
    • Multipart emails are auto-generated to provide both HTML and plain text versions of newsletters sent.

    Import & Export Subscribers

    • Import subscribers from a text file.
    • Export subscribers to a text file.

    Captchas

    • Supports reCAPTCHA.
    • Provides hooks to support other CAPTCHA systems.

    Shortcodes

    Several useful shortcodes are provided, see the Shortcodes documentation for details.

    Summary of shortcodes that are included:

    • [groups_newsletters_subscribe] – renders a subscription form for any visitor
    • [groups_newsletters_user_subscribe] – renders a subscription form for registered users only
    • [groups_newsletters_activation] – shows activation and cancellation messages
    • [groups_newsletters] – renders a list of newsletters
    • [groups_newsletters_search] – renders a search form for newsletters
    • [groups_newsletters_tags] – renders a newsletter tag cloud
    • [groups_newsletters_stories] – renders a list of newsletters stories

    Widgets

    Several widgets are provided, see the Widgets documentation for details.

    • Newsletters
    • Newsletter Search
    • Newsletter Subscription
    • Stories
    • Story Tags

    WordPress leveraged

    • Groups Newsletters fully leverages WordPress custom post types and taxonomies. It only brews it’s own where it’s really needed and allows you to clean up easily after testing.
    • It uses a lot of actions and filters that allow to customize things easily.
    • Templates are based on WordPress’ template system, both for how newsletters and stories are represented on a site as well as for emails. You can override these easily in your theme.

    Developer-friendly

    • Clear and well-documented code that allows developers to easily customize things and use the system’s API.
    • Theme-specific templates will be added to the Template Repository.

    Spaghetti

    • Well ok, it doesn’t prepare Spaghetti, but there’s a lot more cool stuff in it that hasn’t been added to the feature list. How did you ever get to read through to the end ;)?
  • Teams Newsletters (Newsletters)

    Teams Newsletters (Newsletters)

    Please rate it!

    Please rate this item once you have tried it. Please let us know if you have problems before you give a low rating. Many problems have usually an easy solution and we’re glad to help you. Your feedback is important so that improvements based on your needs can be made, and suggestions are always welcome! See the section on Support below.

    Newsletter Campaigns for Subscribers and Groups.

    Groups Newsletters helps you to communicate efficiently, providing targeted information to groups of recipients through automated campaigns.

    Stories

    Stories make up a newsletter or a newspaper. Groups Newsletters provides a unique and flexible way of composing newsletters based on one or more stories. Read more about the concepts used by this plugin in the Concepts section of the documentation.

    Automated Campaigns

    Unlike your average newsletter system, Groups Newsletters combines multiple stories in a newsletter and uses campaigns to send out one or more newsletters to their recipients. The recipients for each newsletter can be different user groups (when Groups is also used).

    Targeted newsletters

    Among the reasons to use Groups along with Groups Newsletters you may find:

    • You want to send specific newsletters to a subset of the site’s users. For example. if you have a Premium group to which users who have purchased premium access to the site belong and you want to send out a newsletter offering them a special discount.
    • You maintain groups for specific products or services and want to make their users aware of a new feature or bug fix without sending the same information to normal subscribers.
    • Communicating with departments in a company – send out specific news that is relevant for those working in one department.
    • CRM – target valuable information at customer groups.
    • Leagues & teams – send out information on events relevant to specific groups, for example by sport, by team, by association …
    • To quickly create a Story Editors group for users who should be allowed to handle newsletters.
    • Let customers subscribe to newsletters at checkout with the WooCommerce Groups Newsletters add-on.

    For regular subscribers, you can work without Groups and take advantage of the powerful newsletter campaign management features provided.

    Support

    Please post questions on the Groups Newsletters plugin page. Support requests are handled there usually within 24 hours, if you post here directly, it can go unnoticed for days.

    Documentation

    Please refer to the documentation pages for more information.

    Demo

    Demo Site

    Groups Newsletters Demo – you can have a look at the subscription form with a neutral reCAPTCHA there.

    Videos

    Videos showing the administrative sections and introducing on how to use Groups Newsletters are currently being edited. Please check back here later on.

    Developers

    Groups Newsletters provides lots of sensible WordPress actions and filters that you can use to customize the system. It leverages custom post types and taxonomies to provide a system that any developer who is familiar with those concepts in WordPress can use, to provide a customized solution for your client.
    If you have questions or suggestions, feel free to post a comment on the Groups Newsletters plugin page.

    Resources

    Features

    Newsletters

    • Send multiple newsletters to different recipients within a single campaign.
    • Supports multiple campaigns that are sent FIFO.
    • Hold and continue running campaigns.
    • Double opt-in for visitors (no user account required) – subscribe and confirm by visiting the activation link.
    • Opt-out cancellation link.
    • Direct opt-in and opt-out for registered users.
    • Opt in on registration.
    • Opt in our out on user profile page.
    • Preview newsletters in your browser.
    • Test newsletters by sending to specific emails without the need to create a campaign.

    Email

    • Independent SMTP settings – allows to use settings to mail newsletters that are independent of the rest of the emails sent by the site.
    • Send a test email using Groups Newsletters SMTP settings.
    • Multipart emails are auto-generated to provide both HTML and plain text versions of newsletters sent.

    Import & Export Subscribers

    • Import subscribers from a text file.
    • Export subscribers to a text file.

    Captchas

    • Supports reCAPTCHA.
    • Provides hooks to support other CAPTCHA systems.

    Shortcodes

    Several useful shortcodes are provided, see the Shortcodes documentation for details.

    Summary of shortcodes that are included:

    • [groups_newsletters_subscribe] – renders a subscription form for any visitor
    • [groups_newsletters_user_subscribe] – renders a subscription form for registered users only
    • [groups_newsletters_activation] – shows activation and cancellation messages
    • [groups_newsletters] – renders a list of newsletters
    • [groups_newsletters_search] – renders a search form for newsletters
    • [groups_newsletters_tags] – renders a newsletter tag cloud
    • [groups_newsletters_stories] – renders a list of newsletters stories

    Widgets

    Several widgets are provided, see the Widgets documentation for details.

    • Newsletters
    • Newsletter Search
    • Newsletter Subscription
    • Stories
    • Story Tags

    WordPress leveraged

    • Groups Newsletters fully leverages WordPress custom post types and taxonomies. It only brews it’s own where it’s really needed and allows you to clean up easily after testing.
    • It uses a lot of actions and filters that allow to customize things easily.
    • Templates are based on WordPress’ template system, both for how newsletters and stories are represented on a site as well as for emails. You can override these easily in your theme.

    Developer-friendly

    • Clear and well-documented code that allows developers to easily customize things and use the system’s API.
    • Theme-specific templates will be added to the Template Repository.

    Spaghetti

    • Well ok, it doesn’t prepare Spaghetti, but there’s a lot more cool stuff in it that hasn’t been added to the feature list. How did you ever get to read through to the end ;)?