Free Forms & CRM for WordPress Plugin Directory

The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets.

There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a

special page or use a “thank you” text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes

to happen after the form is sent.

Free Forms & CRM plugin page

Detailed description how to use including videos for every step

Features

Add fields with one click

Form builder

Responsive design included

Notifications by email

Storing data into CRM

Import and export data from CRM

Assigning groups to users that register using a specific form in order to be found after

Form Validation

Customized Confirmation Messages

Redirect to a URL or create a “Thank you” page

Standard Fields

Custom defined Fields

Shortcode works on any Post or Page

Embed Multiple Forms on a Post/Page

One click form duplication

Use your own CSS (if you want)

Multiple field layout options: arrange the fields in columns, set width of label and fields

Advanced interface for responsive layouts – if necessary layouts for different devices can be created

Anti spam system included

Accepts all languages

Accepts all styles, fonts, colors, background images and positions

Processes assigned to forms

Field Types

Standard address fields connected to CRM

Additional custom defined fields connected to CRM

Basic fields: text input, radio, checkbox, text area, select box

HTML field

Date picker

File upload

Captcha

Entries

Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact)

Registered users have access to client administration which is also included in the free package

Form content is added in the database and can be submitted by email

CRM

Search by keyword

Advanced search by any possible field

Sending emails to clients using email templates

Search clients by the form that was used for registration

Collecting data from different forms

Upload documents to clients

Groups of clients

SPAM Protection

CSRF automatically included on every form

Can use captcha (included)

Security The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM.

Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights

necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security

measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked.

The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and

the data protection – thus bringing you more security for your data.

Developer friendly The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API.

This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM,

or you want to integrate it with another application, it is easy to use.