Installation
Go to Plugins → Add New → search "Pressio CRM" → Install → Activate. The setup wizard launches automatically.
Documentation
Get up and running.
Everything you need to install, configure, and get value from Pressio CRM.
CF7 Integration
Install Pressio CRM. Open your CF7 form editor. A "Pressio CRM" tab appears. Enable the integration and map your form fields.
Fluent Forms Integration
Open Pressio CRM → Settings → Integrations → Fluent Forms. Enable the integration for a form and map its fields to CRM contact fields.
WPForms Integration
Open Pressio CRM → Settings → Integrations → WPForms. Enable a form and enter the numeric field IDs shown in the WPForms form editor. Submissions automatically create or update contacts.
CSV Import
Go to Pressio CRM → Settings → Data → Import. Upload your CSV. Map columns to CRM fields. Preview 5 rows. Import.
Pipeline Stages
Go to Pressio CRM → Settings → Pipeline. Add, rename, reorder, and color-code stages. Mark stages as Won or Lost.
Email Branding
Go to Pressio CRM → Settings → Email. Upload your logo, set your accent color and footer text. All outgoing emails use these settings.