WP VTiger CRM Pro

Editions

3.4.x

Editions

3.5.0

Editions

3.5.1

Now in version 3.0.0 you can create unlimited forms for both lead and contact capture with individual shortcodes. Also you can assign a Vtiger user to a particular form so that the captured data is assigned to that user automatically. Now it is more flexible and easy. Just set it and forget. WP Tiger automates the whole task related to Leads/contacts capturing and assigning users to follow-up or cold call etc. And more to the added features a shortcode manager allows you to edit, reformat and update the form with new fields, position, label etc.

WP-VTiger CRM Pro plugin is powerful to turn your visitors into leads and contact from Wordpress via contact forms You can Pull, Arrange, Order, Label, Enable / Disable,  and make  fields mandatory from our plugin interface without switching to VTiger. Generate web forms via short codes in Wordpress from fields created in VTiger. Short codes can be used in page, post and as well as in widgets. Widget form is useful to show your forms in any of your widget area like side bar in entire site pages.

Use these forms to make your visitors to feed their info. These form feeds are captured directly to your VTiger as Leads or contacts for further CRM process. Use our plugin to see your traffic turns into Leads and Contacts to improve sales.

There is a paid installation / configuration support. If not purchased along with product you can contact us for Installation Support.

Installation 

1. WP-Tiger pro is very easy to install like as other simple Wordpress plugins. No need to edit or modify anything here in code.
2. Unzip the file 'wp-tiger-pro.zip'.                              
3. Upload the ' wp-tiger-pro ' directory to '/wp-content/plugins/' directory using ftp client
4. Or you can upload and install wp-tiger-pro.zip through plugin install wizard in WP admin panel.
5. Activate the plugin through the 'Plugins' menu in Wordpress.
6. After activating, you will see an option for ‘Wp tiger’ in the admin menu (left navigation).

Configuration

• There are 5 menus need to be configured to make this work.
• Initially configure settings page to sync your VTiger modules via web services.
• This is simple one time configuration and only accessed when any editing needed.
• Provide Hosting Url, Username, Access key and Application key of your VTiger install.
• Double check these values and save the settings.
• Now you can able to pull/sync fields from VTiger modules.
• Once synced you can mange fields and save to use the short code.
• Choose the fields to be active, make fields mandatory, change the label and move the fields to in which order it should display etc.
• Play around with the options and features, be creative.
• Post your request for any more features.
• All these 4 menus are field manager for Lead fields, Contact fields and widget forms for both modules.
• Use only two or three fields for widget forms so that it looks simple and accommodate inside your widget size.
• You can also use the step by step guide with screen shots that available in wiki or PDF format.
• Also use the video box if available.
• You can also check our FAQ section for any queries or use our support link.

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