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\ud83e\udd1d Turn WordPress into a working sales and support CRM with Plugixa CRM<\/strong> - accounts, contacts and leads, deals on a drag-and-drop pipeline, meetings, calls and tasks on one calendar, email filed on the customer, support cases and a public help centre.<\/p>\n\n \ud83d\udcda Read the Documentation<\/strong><\/a>\n\ud83c\udf10 Visit the official website Plugixa<\/strong><\/a>\n\u2709\ufe0f Questions or support requests: Contact us<\/strong><\/a>\n\ud83d\udcac Ask on the Support Forum<\/strong><\/a>\n\ud83d\ude80 Upgrade to Pro<\/strong><\/a><\/p>\n\n Run your CRM in 3 simple steps<\/strong>:<\/p>\n\n Records live in the plugin's own database tables<\/strong>, not in posts and post meta, so lists, filters and the dashboard stay fast as your history grows.<\/p>\n\n \u2705 Pipeline<\/strong> - a kanban board where every stage carries its own probability\n\u2705 Customers<\/strong> - accounts and contacts, linked with the role each person plays\n\u2705 Activities<\/strong> - meetings, calls and tasks on one calendar\n\u2705 Email<\/strong> - written and sent from any record, and kept on it\n\u2705 Support<\/strong> - cases, a knowledge base and a public help centre<\/p>\n\n Records<\/strong><\/p>\n\n Working the day<\/strong><\/p>\n\n Support<\/strong><\/p>\n\n Capturing leads<\/strong><\/p>\n\n Organising the team<\/strong><\/p>\n\n Getting data in and out<\/strong><\/p>\n\n Administration<\/strong><\/p>\n\n Selling<\/strong><\/p>\n\n Marketing<\/strong><\/p>\n\n Support<\/strong><\/p>\n\n Access<\/strong><\/p>\n\n Connecting<\/strong><\/p>\n\n Upgrade to Plugixa CRM Pro<\/a><\/p>\n\n Every stage carries its own probability, and every move between stages is recorded. Drag a card from Qualification to Closed Won and the open pipeline on the dashboard follows it; the stage history then tells you where your deals slow down.<\/p>\n\n Accounts, contacts, deals, activities and cases are relational data, so they live in tables of their own, created on activation. Your posts table stays yours, and the lists and figures stay fast whether you have a hundred customers or a hundred thousand.<\/p>\n\n Messages are written and sent from the record they are about, through WordPress's own mail - so any SMTP plugin you already use applies. Each one stays on the contact and the account, so the history of a customer is never in one person's inbox.<\/p>\n\n Cases with a status, a priority, a type and a stable number your customers can quote back to you. Write the answer once in the knowledge base, link it to the cases it answers, and publish the articles you choose in a help centre on your own site.<\/p>\n\n The whole CRM can run on a page of your site for your staff, and the help centre and lead forms sit inside your theme. Each loads its CSS and JavaScript only on the pages where you place it; every other page on your site loads none of it.<\/p>\n\n The plugin stores what a CRM has to store, in your own database, and sends no record data anywhere. Attached files are kept in a protected folder rather than the media library, and the plugin checks on activation that your web server really keeps that folder private.<\/p>\n\n Plugixa CRM<\/strong><\/a> is developed by Plugixa<\/strong><\/a>, building focused, well-documented WordPress plugins with an emphasis on performance, clean code and correct data.<\/p>\n\n The whole CRM on a page of your site, for your staff:\n [plugixa_crm_app]<\/p>\n\n The public help centre:\n [plugixa_crm_kb]<\/p>\n\n A web-to-lead form:\n [plugixa_crm_lead_form id=\"1\"]<\/p>\n\n The plugin includes the Freemius SDK, described first below. Every other connection is one you<\/strong> switch on or set up, and no CRM record data is ever sent to Plugixa or to Freemius. The plugin also requests one test file from your own site's address, to check that the attachments folder is not publicly readable; that request goes to your own site and nowhere else.<\/p>\n\n The plugin is published by Plugixa. Our policies are here:\nTerms of Service: https:\/\/www.plugixa.com\/terms-of-service\nPrivacy Policy: https:\/\/www.plugixa.com\/privacy-policy<\/p>\n\n What it is: Freemius, Inc. provides the opt-in screen shown on activation and the plugin's account page.<\/p>\n\n What is sent and when: on activation you are shown an opt-in screen. If you skip it, no identifiable data is sent. If you opt in, the data that screen lists is sent to On the plugin's Upgrade page only: opening it loads Freemius's pricing and checkout from Freemius Terms of Service: https:\/\/freemius.com\/terms\/\nFreemius Privacy Policy: https:\/\/freemius.com\/privacy\/\nGoogle Terms of Service: https:\/\/policies.google.com\/terms\nGoogle Privacy Policy: https:\/\/policies.google.com\/privacy<\/p>\n\n What it is: switched on under Plugixa CRM > Settings > Currency rates, with \"Update automatically from the European Central Bank\". While it is off the plugin never contacts the ECB; you type in the rates yourself instead.<\/p>\n\n What it connects to: When: once a day on WP-Cron, after the ECB publishes its rates in the afternoon (Frankfurt time), and immediately when you switch it on or press Update now.<\/p>\n\n What is sent: an ordinary HTTPS request for that one public file. Like any web request it carries your server's IP address and a User-Agent naming the plugin and its version. No site data and no customer or record data is sent.<\/strong><\/p>\n\n What is received: the day's reference rates, which are stored as the CRM's currency rates.<\/p>\n\n Legal notice: https:\/\/www.ecb.europa.eu\/services\/disclaimer\/html\/index.en.html\nPrivacy statements: https:\/\/www.ecb.europa.eu\/services\/data-protection\/privacy-statements\/html\/index.en.html<\/p>\n\n The complete human-readable source for the compiled JavaScript and CSS ships inside this plugin, with pinned dependencies (package.json + package-lock.json):<\/p>\n\n Build with Node.js 20+: in each of those directories run They are separate projects on purpose. The admin app carries the data grid, the scheduler and the charting library and comes to about 1.5 MB; the public app has none of them, so a page carrying a contact form downloads about 135 KB gzipped rather than the CRM.<\/p>\n\n Some front-end assets are not compiled at all: assets\/frontend\/*.css and the small plain-JavaScript files beside them, plus the Gutenberg block that places the lead form (assets\/frontend\/block\/), which is written against WordPress's own editor APIs with no build step.<\/p>\n\n The Bundled PHP libraries, all shipped as readable source under vendor\/:<\/p>\n\n Administrators have access by default. Open Administration > CRM access to choose which other WordPress users can open the CRM, and put them in teams so each person reads their team's records and edits their own.<\/p>\n\n\n No. Records live in dedicated tables, which keeps CRM data out of your posts table and keeps list and reporting queries fast.<\/p><\/dd>\n Almost certainly not. The CRM is an admin application, and the only thing it adds to a visitor-facing page is a web-to-lead form or the help centre - on the pages where you have put one. A page with no form loads none of this plugin's CSS or JavaScript, and a page with one loads about two kilobytes of script and a stylesheet that sets layout only, so your theme keeps control of how the form looks.<\/p><\/dd>\n Yes. Add It is the same application the admin screen loads and it talks to the same API, so permissions are identical - there is no second set of rules to keep in step. Anyone without access sees a short \"sign in\" notice instead, and the application is never loaded for them.<\/p><\/dd>\n These apply to For example: Because it is the only way it can keep working on any theme. The application is built with Material UI, whose styling is deliberately low-specificity so that it is easy to override - and a theme's own form styling beats it by construction. Any reset strong enough to protect the CRM would also flatten the theme around it, and the CRM's own baseline styles would restyle your header and footer links and repaint the page background.<\/p>\n\n A frame keeps the two apart completely, so your theme stays exactly as you designed it and the CRM looks the same on every site.<\/p><\/dd>\n Anyone you give CRM access to can read their team's records and edit their own. Administrators see everything.<\/p><\/dd>\n No. Sending goes through WordPress's own mail, so any SMTP plugin you already use applies to CRM email too. The CRM configures only the from address, from name and reply-to it should use.<\/p><\/dd>\n In a protected folder inside your uploads directory, not in the media library. The plugin writes deny rules for it and checks on activation whether your web server actually honours them, warning you in the admin if it does not.<\/p><\/dd>\n Nothing. Deactivating leaves every table intact. Data is removed only if you delete the plugin, which runs the uninstaller.<\/p><\/dd>\n\n
A CRM That Behaves Like a CRM<\/h3>\n\n
Key Features of Plugixa CRM<\/h4>\n\n
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Plugixa CRM Pro Features<\/h4>\n\n
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\ud83d\udcca Deals on a Board, Stages That Mean Something<\/h4>\n\n
\ud83d\uddc2\ufe0f Its Own Tables, Not Posts<\/h4>\n\n
\u2709\ufe0f Email Filed on the Customer<\/h4>\n\n
\ud83d\udedf Support Without a Second Tool<\/h4>\n\n
\ud83d\udda5\ufe0f On Your Own Site, in Your Own Theme<\/h4>\n\n
\ud83d\udd10 Privacy<\/h4>\n\n
\ud83d\udc68\u200d\ud83d\udcbb Author<\/h3>\n\n
Shortcode Usage<\/h4>\n\n
External services<\/h3>\n\n
Freemius (an optional opt-in, and account management)<\/h4>\n\n
api.freemius.com<\/code>: your WordPress user's name and email address; your site's address and title, WordPress and PHP versions and language; the plugin's version and whether it is active or uninstalled; and, unless you switch it off on that screen, the names and versions of your installed plugins and themes.<\/p>\n\ncheckout.freemius.com<\/code>, and Freemius's page also loads Google Analytics (www.google-analytics.com<\/code>). Both receive your browser's IP address and the fact that the page was opened. Nothing is loaded from either unless you open that page.<\/p>\n\nEuropean Central Bank (currency rates, off until you switch it on)<\/h4>\n\n
www.ecb.europa.eu<\/code>, to download the ECB's public euro foreign exchange reference rates (\/stats\/eurofxref\/eurofxref-daily.xml<\/code>). No account or key is involved.<\/p>\n\nSource Code<\/h3>\n\n
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npm install<\/code> then npm run build<\/code>. Both builds run tsc --noEmit<\/code> before Vite, so they type-check as well as compile.<\/p>\n\n[plugixa_crm_app]<\/code> shortcode mounts the compiled ADMIN app, because it is the admin app on a different page. It loads nothing at all for a visitor who does not hold the CRM capability.<\/p>\n\n\n
MINIMUM REQUIREMENTS<\/h4>\n\n
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AUTOMATIC INSTALLATION (EASIEST WAY)<\/h4>\n\n
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MANUAL INSTALLATION<\/h4>\n\n
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plugixa-crm<\/code> folder to \/wp-content\/plugins\/<\/code> over FTP)<\/li>\nGIVING OTHER PEOPLE ACCESS<\/h4>\n\n
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Q. Does this store CRM records as WordPress posts?<\/h3><\/dt>\n
Q. Will it slow my site down?<\/h3><\/dt>\n
Q. Can my staff use the CRM without going into wp-admin?<\/h3><\/dt>\n
[plugixa_crm_app]<\/code> to any page and the whole CRM appears on it, inside your theme, with your header and footer where they always are. There is a full-screen button in the CRM's toolbar for when someone needs the room.<\/p>\n\nQ. What options does the staff CRM shortcode take?<\/h3><\/dt>\n
[plugixa_crm_app]<\/code>:<\/p>\n\n\n
width<\/code>: wide<\/code> (default), full<\/code> or content<\/code>. wide<\/code> and full<\/code> use your theme's own wide and full alignments. content<\/code> keeps the CRM in the normal text column, which is usually too narrow to be comfortable.<\/li>\nheight<\/code>: a number of pixels. Left out, the CRM sizes itself to the window.<\/li>\nmode<\/code>: embed<\/code> (default), or full<\/code> to give the CRM the whole page with no theme around it.<\/li>\n<\/ul>\n\n[plugixa_crm_app width=\"full\" height=\"800\"]<\/code><\/p><\/dd>\nQ. Why does the CRM appear in a frame rather than directly in the page?<\/h3><\/dt>\n
Q. Who can see which records?<\/h3><\/dt>\n
Q. Does it send email through its own server?<\/h3><\/dt>\n
Q. Where are attached files stored?<\/h3><\/dt>\n
Q. What happens to my data if I deactivate the plugin?<\/h3><\/dt>\n
Q. What is the difference between the free and Pro versions?<\/h3><\/dt>\n