About this plugin
Relivora CRM is a CRM platform built into WordPress. It lets businesses manage leads, companies, contacts, sales stages, activities, tasks, follow-ups, notes and customer communication without leaving their site.
Features:
- Analytics dashboard: KPIs, charts (stages, sources, monthly leads, won vs lost, pipeline value) and date filters
- Work widgets for pipeline, leads, tasks, follow-ups and recent activity
- Companies and contacts with notes, search, filters and bulk actions
- Leads with a configurable, drag-and-drop sales pipeline
- Tasks with due dates and overdue indicators, follow-ups with outcomes
- Automatic activity timeline on every record
- Email templates with placeholders such as {{first_name}} and {{company}}
- Send emails to leads, contacts and companies, with email history and a sending log
- CSV import (column mapping, duplicate detection, preview, error report) and CSV export
- Dedicated CRM roles: CRM Manager and Sales Agent, with an access control screen to fine-tune what each role may do
- Secure REST API for leads, companies, contacts, tasks and activities
- Data retention options, debug logging, system status and a complete JSON backup
- Multisite support, translation-ready, accessible admin screens
Coming next: lead capture forms and report exports.
Privacy
Relivora CRM stores CRM data in your own WordPress database. It does not send data to external services. Emails you send from the CRM are delivered through your site’s own email system (or the SMTP service you configured), and a copy of each email is kept in your database.
Sending email
Emails use WordPress’s wp_mail(). For reliable delivery, connect your site to an SMTP or transactional email service with a dedicated plugin; Relivora CRM uses it automatically. Use Settings → Email → Send a test email to check the setup.