Major update. Plugin is now a focused CRM with visual pipeline, email campaigns, and integrations. Non-CRM features have been removed. 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Take control of your customer relationships without leaving WordPress.<\/strong><\/p>\n\n 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.<\/p>\n\n Your data stays yours.<\/strong> No external connections, no data harvesting, no monthly fees. Everything runs on your WordPress server.<\/p>\n<\/blockquote>\n\n WooCommerce<\/strong> \u2014 Automatically capture customers as contacts when orders complete. See purchase history alongside contact details.<\/p><\/li>\n Gravity Forms<\/strong> \u2014 Every form submission instantly becomes a contact. Perfect for lead capture forms and inquiries.<\/p><\/li>\n Contact Form 7<\/strong> \u2014 Same seamless integration for CF7 users. No configuration needed \u2014 just activate and go.<\/p><\/li>\n<\/ul>\n\n Lead Capture Form<\/strong>\n [dcrm_lead_form]<\/p>\n\n Use this shortcode to embed a lead capture form on any page or post. Works with all standard themes and page builders.<\/p>\n\n For support, feature requests, or bug reports, please visit our GitHub repository or WordPress.org support forum.<\/p>\n\n Devs CRM is translation-ready. If you'd like to contribute a translation, please contact us.<\/p>\n\n Devs CRM is open source. Contributions are welcome via pull requests on GitHub.<\/p>\n\n\n Quick Start:<\/strong>\n* Add your first contact from the Contacts menu\n* Customize your pipeline stages under Settings\n* Enable WooCommerce integration to auto-capture customers\n* Use 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.<\/p><\/dd>\n 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.<\/p><\/dd>\n Yes. Devs CRM supports CSV import. Go to Contacts and click the Import button. You can map columns to contact fields during import.<\/p><\/dd>\n Yes. When enabled, Devs CRM automatically captures customers as contacts when their order is marked completed. You'll see order history alongside contact details.<\/p><\/dd>\n Yes. Go to Settings > Pipeline Stages to add, edit, reorder, or delete stages. You can also assign colors to each stage for visual organization.<\/p><\/dd>\n 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.<\/p><\/dd>\n Yes. Devs CRM respects WordPress user roles. Administrators and editors can manage all contacts. Other roles follow WordPress capabilities.<\/p><\/dd>\n Yes. The lead capture form shortcode works with any page builder that supports shortcodes \u2014 Elementor, Beaver Builder, Divi, Gutenberg, and more.<\/p><\/dd>\n\n<\/dl>\n\n\n Security & Performance Update<\/strong><\/p>\n\n Security Fixes:<\/strong>\n* Added HMAC token validation for unsubscribe endpoint \u2014 prevents abuse\n* Sanitized tags in bulk update operations \u2014 prevents stored XSS\n* Added file validation for CSV imports \u2014 checks type and size\n* Added rate limiting for email open tracking \u2014 prevents analytics corruption\n* Sanitized integration field mappings before storing in database\n* Added integer validation for bulk delete operations\n* Added $wpdb->esc_like() for search queries \u2014 prevents wildcard matching<\/p>\n\n Performance Fixes:<\/strong>\n* Added database indexes on email, deleted_at, stage_id, status columns \u2014 faster queries\n* Fixed N+1 query in email sending \u2014 batch-loads lead data instead of per-recipient queries\n* Fixed N+1 query in campaign create\/update \u2014 batch-loads contact IDs\n* Added conditional class loading \u2014 only loads routes when needed\n* Optimized migration checks \u2014 only runs migration files when update is needed\n* Added version parameters to all CSS files \u2014 prevents stale cache<\/p>\n\n Other Improvements:<\/strong>\n* Fixed uninstall.php to clean up all plugin options\n* Fixed plugin deactivation to clear all cron hooks\n* Added missing database tables to uninstall cleanup\n* Improved error messages for better user experience<\/p>\n\n Major Update: Complete CRM Rewrite<\/strong><\/p>\n\n This is a significant release that transforms Devs CRM into a focused, powerful customer relationship management tool.<\/p>\n\n New Features:<\/strong>\n* Visual sales pipeline with drag-and-drop Kanban board\n* Activity notes and timeline for tracking contact interactions\n* WooCommerce integration for automatic customer capture\n* Gravity Forms integration for lead capture\n* Contact Form 7 integration for lead capture\n* Configurable pipeline stages with custom colors\n* Integrations settings page for easy setup<\/p>\n\n Email Campaign Improvements:<\/strong>\n* Campaigns now reliably save all changes (subject, body, recipients, scheduling)\n* Email scheduling works correctly \u2014 campaigns send at your chosen time\n* Template selection now persists when editing campaigns\n* Contact filtering improvements for targeted campaigns<\/p>\n\n Contact Management:<\/strong>\n* Enhanced import\/export functionality\n* Improved search and filtering\n* Better tag management<\/p>\n\n Security & Performance:<\/strong>\n* Fixed security vulnerabilities in API endpoints\n* Removed unused database tables from previous versions\n* Optimized database queries for better performance\n* Cleaned up debug logging and unused code<\/p>\n\n Compatibility:<\/strong>\n* Tested up to WordPress 6.8\n* PHP 7.4 minimum requirement\n* Improved compatibility with caching plugins<\/p>\n\n\n
Why Choose Devs CRM?<\/h3>\n\n
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Who Is This For?<\/h3>\n\n
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Core Features<\/h3>\n\n
Contact Management<\/h4>\n\n
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Visual Sales Pipeline<\/h4>\n\n
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Email Campaigns<\/h4>\n\n
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Smart Integrations<\/h4>\n\n
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Frontend Lead Capture<\/h4>\n\n
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[dcrm_lead_form]<\/code> shortcode<\/li>\nBuilt for WordPress<\/h3>\n\n
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Shortcodes<\/h3>\n\n
System Requirements<\/h3>\n\n
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Support<\/h3>\n\n
Translations<\/h3>\n\n
Contributing<\/h3>\n\n
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[dcrm_lead_form]<\/code> shortcode to add a lead form to any page<\/p>\n\n\n\n
Is Devs CRM really free?<\/h3><\/dt>\n
Does Devs CRM send emails?<\/h3><\/dt>\n
Can I import existing contacts?<\/h3><\/dt>\n
Does it work with WooCommerce?<\/h3><\/dt>\n
Can I customize the pipeline stages?<\/h3><\/dt>\n
Does it collect user data or phone home?<\/h3><\/dt>\n
Can I use it with multiple users?<\/h3><\/dt>\n
Does it work with page builders?<\/h3><\/dt>\n
2.0.2<\/h4>\n\n
2.0.0<\/h4>\n\n
1.1.9<\/h4>\n\n
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1.1.8<\/h4>\n\n
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1.1.7<\/h4>\n\n
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1.1.6<\/h4>\n\n
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1.1.5<\/h4>\n\n
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1.1.4<\/h4>\n\n
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1.1.3<\/h4>\n\n
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1.1.2<\/h4>\n\n
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1.1.1<\/h4>\n\n
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1.1.0<\/h4>\n\n
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1.0.9<\/h4>\n\n
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1.0.8<\/h4>\n\n
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