Installation
Go to Plugins → Add New → search "Pressio CRM" → Install → Activate. The setup wizard launches automatically.
Documentation
Get up and running.
Full documentation is coming soon. In the meantime, install Pressio CRM — the setup wizard walks you through everything in under 2 minutes.
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 your Fluent Forms form. Go to Settings → Pressio CRM. Enable the integration and map your form fields.
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.