UpiCRM

UpiCRM 1.8.2

Windows / UpiCRM / 63 / Full spec
Description

UpiCRM - Free CRM for WordPress

Are you looking for a simple, elegant and easy-to-use CRM solution that can help you manage your leads and customers? Look no further than UpiCRM - the free CRM plugin designed specifically for WordPress users.

With UpiCRM, you can easily integrate your lead management system with your existing website. Whether you're using Contact Form7, Gravity Form or any other contact forms on your site, UpiCRM works seamlessly in parallel to collect and manage leads and customers from your website.

Designed with simplicity in mind, UpiCRM is easy to install and use. You don't need any technical expertise or coding skills to get started. Simply download the plugin from the WordPress repository, activate it on your site and start managing leads right away.

Here are some of the key features of UpiCRM:

1. Lead Management: With UpiCRM, you can easily capture leads from multiple sources such as contact forms on your website or social media platforms like Facebook or Twitter. You can also track lead activity across different stages of the sales funnel - from initial contact to conversion.

2. Customer Management: Once a lead has been converted into a customer, UpiCRM allows you to store all their information in one place including their name, email address, phone number etc. This makes it easy for you to keep track of all interactions with each customer over time.

3. Custom Fields: With custom fields feature in Upicrm, you can add additional fields that are specific to your business needs such as product interest, budget etc. This helps ensure that all relevant information is captured about each lead/customer which will help improve conversions.

4. Email Integration: With email integration feature, you can send emails directly from within Upicrm. This means that all communication between yourself and clients/leads is stored within one platform making it easier for future reference.

5. Reporting & Analytics: Upicrm provides detailed reports on various metrics such as conversion rates, lead source analysis etc. This helps businesses make informed decisions based on data-driven insights.

6.Integration: UpiCrm integrates with Zapier which means it connects with 1000+ apps like Google Sheets,Trello,Gmail etc.This makes automation possible without writing code

7.Security: Uipcrm takes security seriously by providing SSL encryption so that data transfer between server & client remains secure

8.Support: Uipcrm provides support via email & chat so if there's an issue they'll be there to help resolve it quickly

Overall,UpiCrm is an excellent choice if you're looking for a free CRM solution that's easy-to-use yet powerful enough to meet most business needs.Its seamless integration with Wordpress makes it ideal choice for small businesses who want an affordable way of managing their customer relationships online.So why wait? Download now!

Full spec
Publisher UpiCRM
Publisher site http://www.upicrm.com/
Release date 2015-06-09
Date added 2015-06-09
Category Business Software
Sub category CRM Software
Version 1.8.2
Os requirements Windows 2003, Windows Vista, Windows 98, Windows Me, Windows, Windows NT, Windows 2000, Windows 8, Windows Server 2008, Windows 7, Windows XP
Requirements None
Price Free
Downloads per week 0
Total downloads 63

Comments:

  • M
    M
    Michael

    UpiCRM is a great CRM software! It has helped streamline our business operations and improve customer relationships.

    Aug 11, 2015
    Reply
    • E
      E
      Emily

      Michael, can you share some of the specific features of UpiCRM that you find most helpful?

      Nov 15, 2016
      Reply
      • M
        M
        Michael

        Sure, Emily! One of the features I find most useful is the lead management. It helps us track and follow up with potential clients seamlessly.

        Nov 25, 2016
        Reply
  • E
    E
    Emily

    I agree with Michael! UpiCRM is user-friendly and has a lot of useful features that make managing our clients and leads easier.

    Sep 05, 2015
    Reply
  • D
    D
    Daniel

    I've been using UpiCRM for a few months now, and it has definitely boosted our sales productivity. Highly recommended!

    Oct 08, 2015
    Reply
  • Sophia

    I'm impressed with the customization options in UpiCRM. We can tailor it to fit our specific business needs.

    Feb 26, 2016
    Reply
  • O
    O
    Oliver

    The reporting and analytics features in UpiCRM are top-notch. It provides valuable insights for making data-driven decisions.

    Apr 30, 2016
    Reply
    • Liam

      I completely agree with Oliver! UpiCRM's reporting capabilities have made data analysis a breeze for us.

      Sep 22, 2017
      Reply
  • Ava

    UpiCRM has excellent customer support. Whenever I have any questions or issues, they are quick to respond and provide solutions.

    May 16, 2016
    Reply
  • M
    M
    Mason

    I found UpiCRM easy to integrate with other business tools we use. It seamlessly connects with our existing systems.

    Jul 13, 2016
    Reply
    • H
      H
      Henry

      Mason, can you tell me if UpiCRM offers integrations with popular third-party tools like email marketing platforms?

      Jul 09, 2020
      Reply
      • M
        M
        Mason

        Certainly, Henry! UpiCRM provides integrations with popular email marketing platforms like MailChimp, Constant Contact, and SendinBlue.

        Sep 26, 2020
        Reply
        • H
          H
          Henry

          That's exactly what I was looking for! Thank you for the information, Mason.

          Dec 08, 2020
          Reply
  • Isabella

    UpiCRM has helped us increase our team's collaboration and communication. All the information is centralized in one place.

    Aug 01, 2016
    Reply
  • J
    J
    Jackson

    The interface of UpiCRM is clean and modern. It's visually appealing and intuitive to navigate.

    Aug 14, 2016
    Reply
    • B
      B
      Benjamin

      Jackson, does UpiCRM have any mobile app? I would like to keep track of my CRM on the go.

      Apr 30, 2018
      Reply
      • J
        J
        Jackson

        Yes, Benjamin! UpiCRM has a mobile app for Android and iOS. You can access your CRM data anywhere, anytime.

        Jul 02, 2018
        Reply
        • B
          B
          Benjamin

          That's convenient! Thank you for the information, Jackson.

          Jul 25, 2018
          Reply
        • Sophia

          Thank you, Jackson, for mentioning the mobile app. It's a crucial feature for our remote sales team.

          Aug 25, 2018
          Reply
          • O
            O
            Oliver

            Sophia, have you found any limitations with the customization options in UpiCRM? Are there any fields that cannot be customized?

            Nov 10, 2021
            Reply
            • Sophia

              Good question, Oliver! While most fields in UpiCRM can be customized, some predefined system fields have limited customization. However, it hasn't posed a significant limitation for us.

              Jan 05, 2022
              Reply
              • O
                O
                Oliver

                That's good to know! Thank you for the clarification, Sophia.

                May 16, 2022
                Reply
        • Lily

          Jackson, does the UpiCRM mobile app have all the features available on the desktop version?

          Feb 24, 2019
          Reply
          • J
            J
            Jackson

            Yes, Lily! The mobile app provides most of the key features available on the desktop version, ensuring you have access to important functionalities.

            Mar 31, 2019
            Reply
            • Lily

              That's fantastic! Thank you for the prompt response, Jackson.

              Nov 20, 2019
              Reply
  • Sophia

    I agree with Jackson, the user interface of UpiCRM is very well-designed. Makes it easy to use.

    Oct 31, 2016
    Reply
    • Olivia

      Sophia, can you elaborate on the customization options in UpiCRM? I'm interested in how flexible it is.

      Jun 17, 2017
      Reply
      • Sophia

        Certainly, Olivia! UpiCRM allows us to customize fields, layouts, and workflows according to our specific business requirements. It's highly flexible.

        Jul 18, 2017
        Reply
        • Olivia

          That sounds perfect! Thank you for the information, Sophia.

          Jul 20, 2017
          Reply
  • E
    E
    Emily

    That's great! Thank you for sharing.

    Apr 30, 2017
    Reply
    • A
      A
      Aiden

      Emily, can you provide more details about the user-friendly aspects of UpiCRM? What makes it easy to use?

      Oct 09, 2018
      Reply
      • E
        E
        Emily

        Absolutely, Aiden! UpiCRM has an intuitive interface, clear navigation, and tooltips to guide users. It's straightforward and requires little training.

        Oct 13, 2018
        Reply
        • A
          A
          Aiden

          That's excellent! Thank you for the clarification, Emily.

          Oct 23, 2018
          Reply
  • D
    D
    Daniel

    I've found UpiCRM's email templates and automation features to be quite efficient. Saves us a lot of time.

    Aug 07, 2017
    Reply
    • Isabella

      I second that, Daniel! The email automation in UpiCRM has been a game-changer for our marketing campaigns.

      Aug 12, 2017
      Reply
      • D
        D
        Daniel

        Glad you're benefiting from it too, Isabella!

        Aug 13, 2017
        Reply
      • C
        C
        Charlotte

        Isabella, how does UpiCRM enhance team collaboration? Any specific features you can highlight?

        Dec 21, 2017
        Reply
        • Isabella

          Certainly, Charlotte! UpiCRM has a shared calendar, task assignments, and real-time updates. It fosters seamless collaboration.

          Mar 01, 2018
          Reply
          • C
            C
            Charlotte

            That's great to hear! Thank you for clarifying, Isabella.

            Mar 24, 2018
            Reply
          • D
            D
            Daniel

            Isabella, have you used UpiCRM's email campaigns feature? I'd love to hear your experience.

            Jan 12, 2020
            Reply
            • Isabella

              Absolutely, Daniel! UpiCRM's email campaigns feature allows for easy automation and tracking of our email marketing efforts. It has been highly effective for us.

              May 10, 2020
              Reply
              • D
                D
                Daniel

                That's great to know! Thank you for sharing your experience, Isabella.

                Jun 14, 2020
                Reply
              • C
                C
                Charlotte

                Isabella, does UpiCRM have any task management features? How does it help in managing team tasks?

                May 25, 2022
                Reply
                • Isabella

                  Yes, Charlotte! UpiCRM has built-in task management that allows assigning tasks, setting deadlines, and tracking progress. It helps keep the team organized and ensures timely task completion.

                  Jun 10, 2022
                  Reply
                  • C
                    C
                    Charlotte

                    That's fantastic! Thank you for the information, Isabella.

                    Jun 26, 2022
                    Reply
                  • H
                    H
                    Henry

                    Isabella, can you provide examples of the real-time updates in UpiCRM? How does it improve collaboration?

                    Jul 24, 2022
                    Reply
                    • Isabella

                      Absolutely, Henry! Real-time updates in UpiCRM include notifications for team members' activities, status changes, and new leads. It fosters transparency and enables prompt actions.

                      Aug 02, 2022
                      Reply
                      • H
                        H
                        Henry

                        That's brilliant! Thank you for elaborating, Isabella.

                        Dec 16, 2022
                        Reply
                      • D
                        D
                        Daniel

                        Isabella, how easy is it to create email campaigns in UpiCRM? Do you need any technical skills?

                        Jul 21, 2023
                        Reply
  • Isabella

    Creating email campaigns in UpiCRM is straightforward and doesn't require technical skills. You can use the drag-and-drop editor and predefined templates to create professional-looking campaigns.

    Oct 21, 2023
    Reply