CRM and Lead Management by vcita vs Contact Form X

Displays a user-friendly contact form that your visitors will love. CFX: Contact form reinvented. Fast and friendly. Fresh and clean. Awesome for everyone 🙂 Overview Install, activate, and then display the form anywhere, using the widget, shortcode, or template tag. Here is an overview of Contact Form X: Easy to use Simple and secure ADA and WCAG compliant Lightweight and super fast Provides multiple form styles Customize just about everything Display the contact form anywhere Add Checkbox, Radio, and Select fields Customize the order of all form fields Send email to multiple recipients Complete documentation via Help tab Excellent free plugin support 😎 “The famous spam filter SpamAssassin” scores CFX = zero spam! For more details, check out the “Screenshots” section, below. Form Fields Easily choose which fields to display in the form. Each field may be set as required, optional, or disabled. Choose from these fields: Name Website Email Subject Custom Field 1 (can be dropdown, checkbox, radio, text, or phone number) Custom Field 2 (can be dropdown, checkbox, radio, text, or phone number) Custom Field 3 (can be dropdown, checkbox, radio, text, or phone number) Challenge Question Message Google reCaptcha (v2 or v3 Invisible) Cloudflare Turnstile (Invisible Captcha) Carbon Copy Agree to Terms You can change the order of these fields and customize their labels and placeholders, everything is super flexible. For a live demo of Contact Form X, visit my support page at Plugin Planet, and also my contact page at Perishable Press. Feel free to send a test email to see how it works, I won’t mind 😉 Also check out CFX in the “Screenshots” section (below) for a better idea of how the default form is styled out of the box. Geeky Stuff Lots of goodness for the geeks among us: Built with WordPress APIs Ajax-powered form submission Remembers all form data on error Cloudflare Turnstile (Invisible Captcha) Google reCaptcha (v2 or v3 Invisible) Drag/drop ordering of all form fields View your email messages on the WP Dashboard Option to enable/disable storing of email data in database Display form via widget, shortcode, or template tag Five CSS themes: Default, Classic, Micro, Synthetic, Dark Optionally disable all plugin styles and use your own CSS Optionally collect user data like IP, host, and referrer Works perfectly with or without Gutenberg Block Editor Focused on performance, security, and usability Include extra form and user info with each message Customize the form’s success and error messages Provides plenty of useful hooks for developers Targeted loading of CSS and JavaScript assets One-click remove email data from database One-click restore default options Translation ready Contact Form X is a fresh new, lighter alternative to the heavier contact forms out there. CFX is lightweight yet fully featured. As they say, “everything you want, nothing you don’t”. Privacy To help protect user privacy, Contact Form X provides the following features: Agree to terms checkbox, customizable Choose which fields to include with the form Option to disable collection of user IP address and other data Note: this plugin uses cookies to enhance form functionality Basically, this plugin enables visitors to send a message via contact form. Any information the user enters into the form will be sent directly to the recipient(s) according to plugin settings. When enabled in the plugin settings, details about each sent message will be stored in the WordPress database. Visit the “Advanced” plugin settings to control and/or disable this and other data-collection features. Note: CFX provides an option to enable Google reCaptcha, which is provided by Google as a third-party service. For details on privacy and more, please refer to official documentation for Google reCaptcha. Contact Form X is developed and maintained by Jeff Starr, 15-year WordPress developer and book author. Support development I develop and maintain this free plugin with love for the WordPress community. To show support, you can make a donation or purchase one of my books: The Tao of WordPress Digging into WordPress .htaccess made easy WordPress Themes In Depth Wizard’s SQL Recipes for WordPress And/or purchase one of my premium WordPress plugins: BBQ Pro – Blazing fast WordPress firewall Blackhole Pro – Automatically block bad bots Banhammer Pro – Monitor traffic and ban the bad guys GA Google Analytics Pro – Connect WordPress to Google Analytics Head Meta Pro – Ultimate Meta Tags for WordPress REST Pro Tools – Awesome tools for managing the WP REST API Simple Ajax Chat Pro – Unlimited chat rooms USP Pro – Unlimited front-end forms Links, tweets and likes also appreciated. Thanks! 🙂

CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data. CRM by vcita works for you, and brings more business your way. The CRM plugin will: Generate new sales opportunities Provide insights about new leads Save time with automated client communications, notifications and reminders. Help you search, tracks and manage leads and clients. Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device. Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for iPhone or Android The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL. vcita CRM & Lead Management main functionalities: Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up. Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments. Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents. Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability. Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal. Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time. Translations CRM & Lead Management Plugin for WordPress by vcita is fully translated to: Spanish French Russian Portuguese German Polish Italian Dutch Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! More of the CRM & Lead Management plugin key features: Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds. Export all leads and contact to CSV. Generate more leads from your WordPress site. Add unlimited number of custom fields on every client record on your CRM. View complete client communication history on your CRM Share and/or request documents right from your CRM. Send customized invoices and get paid faster with online payments Offer Self-service appointment scheduling for your clients and get more appointments in less time. vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere. Share files as part of your conversation with existing clients, and track client files on your CRM. What Our Clients Say: “I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching “The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet “ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep “vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group Learn more about our Contact Management Software Building WordPress sites for others? Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit www.vcita.com for additional information.