Title: Devs CRM
Author: Devsbrain
Published: <strong>June 12, 2024</strong>
Last modified: August 14, 2026

---

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![](https://ps.w.org/devs-crm/assets/banner-772x250.jpg?rev=3101769)

This plugin **hasn’t been tested with the latest 3 major releases of WordPress**.
It may no longer be maintained or supported and may have compatibility issues when
used with more recent versions of WordPress.

![](https://ps.w.org/devs-crm/assets/icon-256x256.jpg?rev=3101769)

# Devs CRM

 By [Devsbrain](https://profiles.wordpress.org/ajitdas/)

[Download](https://downloads.wordpress.org/plugin/devs-crm.2.0.2.zip)

 * [Details](https://mri.wordpress.org/plugins/devs-crm/#description)
 * [Reviews](https://mri.wordpress.org/plugins/devs-crm/#reviews)
 *  [Installation](https://mri.wordpress.org/plugins/devs-crm/#installation)
 * [Development](https://mri.wordpress.org/plugins/devs-crm/#developers)

 [Support](https://wordpress.org/support/plugin/devs-crm/)

## Description

**Take control of your customer relationships without leaving WordPress.**

Devs CRM is a privacy-focused, WordPress-native CRM plugin designed for freelancers,
small businesses, and agencies who want to manage their contacts and sales pipeline
without relying on expensive SaaS platforms.

> **Your data stays yours.** No external connections, no data harvesting, no monthly
> fees. Everything runs on your WordPress server.

### Why Choose Devs CRM?

 * **100% Privacy-First** — Your customer data never leaves your WordPress site
 * **Truly Free** — No “lite” version, no hidden paywalls, every feature included
 * **Lightweight** — Built for performance, not bloat
 * **WordPress-Native** — Feels like part of WordPress, not a bolted-on app
 * **Integrates With Your Stack** — Works with WooCommerce, Gravity Forms, and Contact
   Form 7

### Who Is This For?

 * **Freelancers** who need to track client projects and follow-ups
 * **Small businesses** managing customer relationships on a budget
 * **Agencies** handling multiple leads and proposals
 * **E-commerce stores** wanting better customer insights from WooCommerce
 * **Anyone** who values privacy and data ownership

### Core Features

#### Contact Management

 * Add, edit, and organize unlimited contacts
 * Tag contacts for easy filtering and segmentation
 * Import and export contacts via CSV
 * Quick search to find anyone instantly
 * Bulk actions for efficient contact management

#### Visual Sales Pipeline

 * Drag-and-drop Kanban board for your leads
 * Track every deal from first contact to close
 * Customize stages to match your sales process
 * Default stages: New  Contacted  Qualified  Proposal  Won/Lost
 * Add activity notes and timeline to any contact

#### Email Campaigns

 * Create beautiful email campaigns in minutes
 * Send bulk emails to targeted contact groups
 * Filter recipients by tags for precise targeting
 * Schedule campaigns for optimal timing
 * Reusable email templates save you time
 * Automated follow-up sequences for nurturing leads

#### Smart Integrations

 * **WooCommerce** — Automatically capture customers as contacts when orders complete.
   See purchase history alongside contact details.
 * **Gravity Forms** — Every form submission instantly becomes a contact. Perfect
   for lead capture forms and inquiries.
 * **Contact Form 7** — Same seamless integration for CF7 users. No configuration
   needed — just activate and go.

#### Frontend Lead Capture

 * Embed lead capture forms anywhere using the `[dcrm_lead_form]` shortcode
 * Customize the form appearance with your theme
 * Leads automatically enter your pipeline

### Built for WordPress

 * Follows WordPress coding standards
 * Compatible with popular page builders
 * Translation-ready (i18n support)
 * Works with multisite installations
 * Regular updates and active development

### Shortcodes

**Lead Capture Form**
 [dcrm_lead_form]

Use this shortcode to embed a lead capture form on any page or post. Works with 
all standard themes and page builders.

### System Requirements

 * WordPress 5.8 or higher
 * PHP 7.4 or higher
 * MySQL 5.7+ or MariaDB 10.3+

### Support

For support, feature requests, or bug reports, please visit our GitHub repository
or WordPress.org support forum.

### Translations

Devs CRM is translation-ready. If you’d like to contribute a translation, please
contact us.

### Contributing

Devs CRM is open source. Contributions are welcome via pull requests on GitHub.

## Screenshots

[⌊Contacts — manage all your contacts with search, tags, and bulk actions⌉⌊Contacts—
manage all your contacts with search, tags, and bulk actions⌉[

Contacts — manage all your contacts with search, tags, and bulk actions

[⌊Pipeline Stages — configure your lead pipeline stages⌉⌊Pipeline Stages — configure
your lead pipeline stages⌉[

Pipeline Stages — configure your lead pipeline stages

[⌊Email Campaigns — create and manage email campaigns⌉⌊Email Campaigns — create 
and manage email campaigns⌉[

Email Campaigns — create and manage email campaigns

[⌊Email Templates — build reusable email templates⌉⌊Email Templates — build reusable
email templates⌉[

Email Templates — build reusable email templates

[⌊Email Automation — set up follow-up email sequences⌉⌊Email Automation — set up
follow-up email sequences⌉[

Email Automation — set up follow-up email sequences

[⌊Settings — manage tags and pipeline configuration⌉⌊Settings — manage tags and 
pipeline configuration⌉[

Settings — manage tags and pipeline configuration

[⌊Frontend Lead Form — embeddable contact form via shortcode⌉⌊Frontend Lead Form—
embeddable contact form via shortcode⌉[

Frontend Lead Form — embeddable contact form via shortcode

[[

[[

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## Installation

 1. Log in to your WordPress admin dashboard.
 2. Go to **Plugins > Add New**.
 3. Click **Upload Plugin** and select the plugin zip file.
 4. Click **Install Now**, then **Activate**.
 5. Navigate to **Devs CRM** in the admin menu to get started.

**Quick Start:** * Add your first contact from the Contacts menu * Customize your
pipeline stages under Settings * Enable WooCommerce integration to auto-capture 
customers * Use `[dcrm_lead_form]` shortcode to add a lead form to any page

## FAQ

### Is Devs CRM really free?

Yes. All features are included in the free plugin. There is no pro version or upsell.
We believe in open-source software that actually works.

### Does Devs CRM send emails?

Yes. You can create email campaigns and send them to contacts filtered by tags. 
You can also schedule campaigns for later and set up automated follow-up email sequences.

### Can I import existing contacts?

Yes. Devs CRM supports CSV import. Go to Contacts and click the Import button. You
can map columns to contact fields during import.

### Does it work with WooCommerce?

Yes. When enabled, Devs CRM automatically captures customers as contacts when their
order is marked completed. You’ll see order history alongside contact details.

### Can I customize the pipeline stages?

Yes. Go to Settings > Pipeline Stages to add, edit, reorder, or delete stages. You
can also assign colors to each stage for visual organization.

### Does it collect user data or phone home?

No. Devs CRM does not connect to any external services. All data is stored locally
in your WordPress database. Your customers’ information never leaves your server.

### Can I use it with multiple users?

Yes. Devs CRM respects WordPress user roles. Administrators and editors can manage
all contacts. Other roles follow WordPress capabilities.

### Does it work with page builders?

Yes. The lead capture form shortcode works with any page builder that supports shortcodes—
Elementor, Beaver Builder, Divi, Gutenberg, and more.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Devs CRM” is open source software. The following people have contributed to this
plugin.

Contributors

 *   [ Devsbrain ](https://profiles.wordpress.org/ajitdas/)

[Translate “Devs CRM” into your language.](https://translate.wordpress.org/projects/wp-plugins/devs-crm)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/devs-crm/), check out
the [SVN repository](https://plugins.svn.wordpress.org/devs-crm/), or subscribe 
to the [development log](https://plugins.trac.wordpress.org/log/devs-crm/) by [RSS](https://plugins.trac.wordpress.org/log/devs-crm/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 2.0.2

**Security & Performance Update**

**Security Fixes:**
 * Added HMAC token validation for unsubscribe endpoint — prevents
abuse * Sanitized tags in bulk update operations — prevents stored XSS * Added file
validation for CSV imports — checks type and size * Added rate limiting for email
open tracking — prevents analytics corruption * Sanitized integration field mappings
before storing in database * Added integer validation for bulk delete operations*
Added $wpdb->esc_like() for search queries — prevents wildcard matching

**Performance Fixes:**
 * Added database indexes on email, deleted_at, stage_id,
status columns — faster queries * Fixed N+1 query in email sending — batch-loads
lead data instead of per-recipient queries * Fixed N+1 query in campaign create/
update — batch-loads contact IDs * Added conditional class loading — only loads 
routes when needed * Optimized migration checks — only runs migration files when
update is needed * Added version parameters to all CSS files — prevents stale cache

**Other Improvements:**
 * Fixed uninstall.php to clean up all plugin options * 
Fixed plugin deactivation to clear all cron hooks * Added missing database tables
to uninstall cleanup * Improved error messages for better user experience

#### 2.0.0

**Major Update: Complete CRM Rewrite**

This is a significant release that transforms Devs CRM into a focused, powerful 
customer relationship management tool.

**New Features:**
 * Visual sales pipeline with drag-and-drop Kanban board * Activity
notes and timeline for tracking contact interactions * WooCommerce integration for
automatic customer capture * Gravity Forms integration for lead capture * Contact
Form 7 integration for lead capture * Configurable pipeline stages with custom colors*
Integrations settings page for easy setup

**Email Campaign Improvements:**
 * Campaigns now reliably save all changes (subject,
body, recipients, scheduling) * Email scheduling works correctly — campaigns send
at your chosen time * Template selection now persists when editing campaigns * Contact
filtering improvements for targeted campaigns

**Contact Management:**
 * Enhanced import/export functionality * Improved search
and filtering * Better tag management

**Security & Performance:**
 * Fixed security vulnerabilities in API endpoints *
Removed unused database tables from previous versions * Optimized database queries
for better performance * Cleaned up debug logging and unused code

**Compatibility:**
 * Tested up to WordPress 6.8 * PHP 7.4 minimum requirement *
Improved compatibility with caching plugins

#### 1.1.9

 * Security improvements
 * Task management bug fixes

#### 1.1.8

 * Redesigned user interface for better usability
 * Added email campaign scheduling and sending
 * Introduced email automation for follow-up sequences
 * Performance improvements and bug fixes

#### 1.1.7

 * Added email campaign feature with scheduling
 * Introduced CSV import/export for contacts and leads
 * Added shortcode support for member forms
 * Bulk operation features for contact management
 * UI improvements and performance optimizations

#### 1.1.6

 * Updated design for better user experience
 * Added WordPress admin menu icon
 * Contact management bug fixes

#### 1.1.5

 * Redesigned contacts and leads tables
 * Added contact tagging system
 * Dynamic tag creation from settings
 * Contact bug fixes

#### 1.1.4

 * Added leads management table
 * Page display bug fixes

#### 1.1.3

 * Fixed member access permissions
 * Time tracking bug fixes
 * Attendance calendar improvements

#### 1.1.2

 * Enhanced dashboard with additional metrics
 * Time tracking fixes
 * Employee management bug fixes

#### 1.1.1

 * Added employee attendance tracking
 * Dashboard updates with attendance overview
 * Time tracking feature

#### 1.1.0

 * Added attendance calendar
 * Dashboard improvements
 * Task details bug fixes

#### 1.0.9

 * Style improvements
 * Member management bug fixes

#### 1.0.8

 * Initial release

## Meta

 *  Version **2.0.2**
 *  Last updated **5 days ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 5.8 or higher **
 *  Tested up to **6.8.8**
 *  PHP version ** 7.4 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/devs-crm/)
 * Tags
 * [contacts](https://mri.wordpress.org/plugins/tags/contacts/)[crm](https://mri.wordpress.org/plugins/tags/crm/)
   [email campaigns](https://mri.wordpress.org/plugins/tags/email-campaigns/)[lead management](https://mri.wordpress.org/plugins/tags/lead-management/)
   [pipeline](https://mri.wordpress.org/plugins/tags/pipeline/)
 *  [Advanced View](https://mri.wordpress.org/plugins/devs-crm/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/devs-crm/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/devs-crm/reviews/)

## Contributors

 *   [ Devsbrain ](https://profiles.wordpress.org/ajitdas/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/devs-crm/)