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UpiCRM was developed to meet the need for a simple tool to capture and manage leads directly within the WordPress environment. It allows users to aggregate leads from a variety of sources, including forms and social media, into a centralized database for better organization and tracking.
UpiCRM's history shows its evolution from a simple lead management tool to a more comprehensive solution that offers features such as lead assignment, workflow management. It is integrated with a number of forms plugins. It's a simple, hand-crafted tool that will do the job for small organizations whose business is primarily run in the WordPress environment.
Free of charge
Annual assistance fee of USD 99
Website
Scope
- Accounting & Finance
- Calendar
- Advertising
- Asset Management
- Business Intelligence
- Call center
- Collaborative space
- Community management
- Configure/Price/Quote (CPQ)
- Contact Management
- Content (CMS)
- Contract Management
- Customer Service
- Digital signature
- Document management
- Ecommerce
- Email & Email Campaigns
- Event Management
- Expense Reports
- Field Service
- Fundraising & Grants
- Governance
- Human Resources
- Inventory & Stocks
- Invoicing
- Lead Engagement
- Learning (LMS)
- Logistics & Warehouses
- Marketing Automation
- Orchestration
- Resource planning
- Point of Sales
- Project Management
- Sales Management
- Social media & Omnichannel
- Subscriptions & Memberships
- Timetracking
- Surveys
- Telephony
Features
- Androïd app
- Approval rules
- Artificial Intelligence (AI)
- Assignement rules
- Custom fields
- Custom objects
- Customer / Partner portal
- Email tracking
- Escalation rules
- Gmail extension
- iPhone app
- Rapid Application Development (RAD)
- Outlook plugin
- Reports & Dashboards
- Responsive (HTML5)
- Schedule meetings
- Scoring
- Single Sign On (SSO)
- Territory management
- Webhooks
- Workflows
Integrations
Integrations with 3rd-party applications
Languages
Languages
- Arabic
- Turkish
- Bulgarian
- Catalan
- Chinese
- Croatian
- Czech
- Danish
- Dutch
- English
- Estonian
- Finnish
- French
- German
- Greek
- Hebrew
- Hungarian
- Italian
- Irish
- Latvian
- Lithuanian
- Japanese
- Maltese
- Polish
- Portuguese
- Romanian
- Russian
- Slovak
- Slovenian
- Spanish
- Swedish
- Others, Africa
- Others, Asia
- Others, Eastern Europe
- Others, Middle-East
- Others, Northern Europe
- Others, Oceania
- Others, South America
Hosting
Hosting
Terms
Licence
Open-source download page
Billing frequency
Yearly
Contract duration
Yearly
Ecosystem
Deployment assistance
Publisher
API
Yes, public (https://www.upicrm.com/apikey/)
Editor
Country of origin
Last major update
2 weeks ago