Plugixa CRM - User Documentation

Welcome to the official documentation for Plugixa CRM, a WordPress plugin that runs a sales team inside your own site. Records live in the plugin’s own normalised tables rather than as posts, so lists, filters and reporting stay fast as the history grows.

Plugixa CRM ships in two editions, and the line between them is simpler than most:

• Free - the CRM. Thirty-two modules: accounts and contacts, leads and conversion, opportunities on a pipeline, tasks, calls and meetings on one calendar, email in and out, campaigns and mass email, cases and a knowledge base, reports and dashboards, teams, roles with field-level rules, the customer portal, PDF templates, import and export, and webhooks.
• Pro PRO - the connectors, and custom fields: your site’s own contact forms, Google Calendar, Microsoft 365, Twilio, WooCommerce, and fields you define yourself on contacts, accounts, leads and deals.

The free edition is not a trial. There is no licence check anywhere in this plugin: the free build simply does not contain the premium directory, so a connector you have not bought is code that is not there. See the complete Free vs Pro feature matrix.

Three audiences, one install

This is the shape of the product, and it is worth holding in mind while you read the rest.

Who	Where they work	What they see
Your staff	wp-admin, or a page of your own site through [plugixa_crm_app]	Everything their role allows
Your customers	The portal, on a page you choose	Only the panels you switch on. All but cases start off
Anybody	The public knowledge base	Only articles marked public

Two things this plugin deliberately does not have

Both are worth knowing up front, because people arriving from another Plugixa plugin look for them.

There is no App Manager, and modules cannot be switched off. Modules are discovered on the filesystem and every one of them loads. What you can switch on and off individually are the integration connectors.

There is no WP-CLI. No commands are registered. Everything is done through the admin or the REST API.

Key concepts

Term	What it is
Account	A company. Contacts belong to it through a link that records their role
Contact	A person, with as many email addresses and phone numbers as they really have
Lead	Somebody not qualified yet. Converting one creates an account, a contact and an opportunity together
Opportunity	A deal: an amount, a close date and a stage on a pipeline
Pipeline	An ordered set of stages, each with its own probability
Case	A support request, from a form, an email or a phone call
Target list	An audience built from contacts, leads and accounts
Team	A group of users, which is what gives the “team” access scope its meaning
Role	Per entity and per action: all, team, own or none, plus field-level rules
Portal user	A customer’s WordPress account, linked to the contact they speak for

Getting started

Section	Description
Getting Started	Install, activate, and get to your first deal
Dashboards	The home screen, its widgets and its tabs
Free vs Pro	The complete feature matrix

The CRM

Section	Description
Accounts	Companies, and everything that hangs off one
Contacts	People, their contact points, and the companies they belong to
Leads	The pre-qualification record, and one-step conversion
Opportunities	Deals, pipelines, stages and the board

Activities

Section	Description
Calendar and Availability	One calendar over everything, plus working hours and free/busy
Meetings and Calls	The two activities with attendees
Tasks	What one person owes, by when
Reminders and Notifications	Being told before something happens, and after

Email

Section	Description
Sending Email	Sending from a record, and what the plugin does not do
Email Templates	Reusable bodies, subjects and merge fields
Inbound Email and Email-to-Case	Mail accounts, IMAP, and mail that becomes a case

Support

Section	Description
Cases	The support record and its numbering
Knowledge Base	Articles, categories, and the public help centre
Customer Portal	What a customer sees, panel by panel

Marketing

Section	Description
Campaigns and Mass Email	Sending in batches, tracking, and the unsubscribe guarantees
Target Lists	Building an audience
Web-to-Lead Forms	A form on your site that becomes a lead

On every record

Section	Description
Working with Records	Search, filters, bulk actions, the trash, duplicates and merging
Notes, Files, Tags and the Stream	The four panels every detail page carries
Audit Log	What is recorded when a record changes
Document Library	A file library with folders, separate from per-record files

Insight and data

Section	Description
Reports and Forecasting	The report builder, charts and the weighted forecast
Import and Export	CSV and Excel, both directions

Administration

Section	Description
Custom Fields PRO	Your own fields on contacts, accounts, leads and deals
Roles, Teams and Permissions	Who may see and change what, down to the field
PDF Templates	Designing a template and printing a record
Settings	The eight sections, and where each setting lives

On your own site

Section	Description
Shortcodes and Blocks	Four shortcodes, two blocks, every attribute

Integrations

Section	Description
Integrations and Webhooks	The framework, the catalogue, and outbound webhooks
Your Site’s Contact Forms PRO	Contact Form 7, WPForms, Gravity Forms and Elementor
Google Calendar PRO	Meetings in the calendar people already use
Microsoft 365 PRO	Outlook calendars, and mail without a stored password
Twilio SMS PRO	Text a contact from their record
WooCommerce PRO	Your shop as customers rather than as orders

For developers

Section	Description
Hooks Reference	Actions and filters
REST API	The plugixa-crm/v1 namespace
Privacy and Data	What is stored, what leaves, and what happens on uninstall

Support

Section	Description
Troubleshooting	Common problems and their causes

System requirements

• WordPress: 6.5 or higher
• PHP: 8.2 or higher
• MySQL: 5.7+ / MariaDB 10.3+, InnoDB
• Browsers: current Chrome, Firefox, Safari, Edge

Getting help

1. Check Troubleshooting first.
2. Read the page for the feature you are using.
3. Contact support through your Plugixa account.

License

Plugixa CRM is licensed under the GPL v2. Pro connectors require a valid Plugixa license, managed through Freemius.