CRM and Lead Management by vcita vs Store file uploads for Contact Form 7

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.

By default, Contact Form 7 dose not keep data it sends trough it’s contact forms. While plugins like Flamingo save that data, uploaded files are not added to Media Library. This plugin will save uploaded files to Media Library before email is sent by CF7. This plugin will raise an event with the the full file path & name. Subscribe to nmr_create_attachment_file_name filter to get and/or update data before attachment is added to media library. // The filter callback function. function example_callback( $file_name ) { // (maybe) modify $file_name. return $file_name; } add_filter( 'nmr_create_attachment_file_name', 'example_callback', 10, 1 ); Subscribe to nmr_before_insert_attachment filter to be able to change attachment attributes: caption and description are ‘post_excerpt’ and ‘post_content’. For other attributes, check documentation for wp_insert_attachment. // The filter callback function. function before_insert_attachment_callback( $attachment ) { // (maybe) modify $attachment array. return $attachment; } add_filter( 'nmr_before_insert_attachment', 'before_insert_attachment_callback', 10, 1 ); Optionally, subscribe to nmr_should_skip_save_attachment_to_media_library filter to be able to skip saving the attachment to media library: return true to skip, false is the default behaviour that saves the attachment to media library. Filter nmr_before_insert_attachment will not be called if skip was true. // The filter callback function. function skip_media_library_callback( $skip_save_to_media_library ) { // return true to skip saving to Media Library, false to save. return true; } add_filter( 'nmr_should_skip_save_attachment_to_media_library', 'skip_media_library_callback', 10, 1 ); This plugin will send the final attachment id if you are interested in getting other details, like attachment url. Listen to nmr_create_attachment_id_generated action. // The action callback function. function example_callback_id_generated( $attachment_id ) { // (maybe) do something with the args. $url = wp_get_attachment_url( $attachment_id ); } add_action( 'nmr_create_attachment_id_generated', 'example_callback_id_generated', 10, 1 ); Docs & Support Check the support forum on WordPress.org. If you can’t locate any topics that pertain to your particular issue, post a new topic for it. Store file uploads for Contact Form 7 Needs Your Support It is hard to continue development and support for this free plugin without contributions from users like you. If you enjoy using -Store file uploads for Contact Form 7- and find it useful, please consider making a donation. Your donation will help encourage and support the plugin’s continued development and better user support. Privacy Notices With the default configuration, this plugin, in itself, does not: track users by stealth; write any user personal data to the database; send any data to external servers; use cookies. It will, however store uploaded files trough Contact Form 7 in WordPress Media Library. Make sure your website users are aware of this fact!!! Pro Version Need more? The Pro version adds 13 features: Per-form control — choose which forms save files, set custom folder and rename pattern per form Auto-rename — rename files using patterns like {name}-{date}.{ext} from other CF7 fields Unique filenames — automatically avoid overwriting files with the same name Custom upload folder — save files to a specific subfolder per form File URL in email — replace [file] mail tag with a clickable link instead of an attachment Skip-mail compatibility — save files even when CF7’s skip_mail: on is set Upload log — admin screen listing every uploaded file with form, date, size, and download link Private files — store files outside the Media Library with access protection Admin notification — receive an email with file link on every upload Flamingo integration — link uploaded files to Flamingo inbound message entries Auto-delete — remove uploads older than a configurable number of days Image resize / compress — resize and compress images on upload Duplicate detection — skip saving if the same file was already uploaded (MD5 check) Get Pro →