FluentCRM
91The easiest and fastest Email Marketing, Newsletter, Marketing Automation Plugin & CRM Solution for WordPr...
Get instant new lead alerts on your phone and via email, combined with easy lead management and one-touch calls, WhatsApp, SMS, iMessage, and emails.
Privyr CRM is a WordPress plugin that provides instant alerts for new leads generated through contact forms. It connects with popular contact form plugins, allowing you to receive notifications via mobile and email when a lead is submitted. You can manage leads easily through the Privyr mobile app, which supports various communication methods including WhatsApp and SMS.
This plugin is suitable for users who want to enhance their lead management process and improve response times to potential customers. It is particularly useful for businesses that rely on contact forms for lead generation and need a streamlined way to follow up with leads quickly.
Best for: This plugin suits businesses that use contact forms to generate leads and want to respond quickly.
What it does well
Where it falls short
Privyr CRM provides a straightforward solution for managing leads from WordPress contact forms. It is beneficial for users looking to improve their lead response efficiency.
Shivam Mani Tripathi's own description of Privyr CRM, lightly tidied.
Get instant new lead alerts on your phone and via email, combined with easy lead management and one-touch calls, WhatsApp, SMS, iMessage, and emails.
Privyr connects to popular WordPress contact forms to give you instant alerts of new leads, so you can get in touch with them via WhatsApp, SMS, iMessage, or phone call within seconds.
It also offers auto-personalised messages and content, trackable PDF files and pages, automatic follow-up reminders, and many more features to help you manage your leads and increase sales conversion.
All of this can be done easily from your phone via the Privyr mobile app, which works with WhatsApp, SMS, email, and other popular chat apps.
Privyr works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Divi and more.
It can also integrate with many other lead sources such as Facebook Lead Ads, TikTok Lead Generation, Google Ad Lead Forms, Jotform, Zapier, and other website contact forms.
It only takes a minute to connect WordPress to your Privyr account, via the steps below:
Prerequisites:
1. You should have a contact form plugin installed on your website (e.g. Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, etc), with at least one contact form created already
2. You should have a valid Privyr account created (it takes less than 30 seconds to sign up for a free account)
Installation Steps:
1. Install this Privyr CRM Integration plugin to your WordPress account and activate the plugin
2. Click on the Privyr CRM tab at the bottom of your WordPress admin panel to configure it
3. Enter your Privyr Account Token (copied from your Privyr Account)
4. Click on SAVE
Once done, your compatible contact form plugin(s) will be connected to Privyr and show a green connected status. You can submit test leads on your website contact form(s) to ensure you receive them instantly in your Privyr account.
You’ll also have the option of adding a ‘Website Name’ that will be displayed on your new lead alerts and client details to let you know where the lead came from.
Once you’ve connected your WordPress contact forms to your Privyr account, any new leads submitted via your contact forms will immediately send you a new lead alert via the Privyr mobile application and your registered email address.
Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response via WhatsApp, SMS, iMessage, or email.
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