Getting Started

Up and running in 3 minutes.

Install from WordPress.org, complete the setup wizard, and start tracking real leads.

1. 1

   Install from WordPress.org

   Go to your WordPress admin → Plugins → Add New → search "Pressio CRM" → click Install Now → click Activate. The plugin installs in about 10 seconds.

2. 2

   Complete the setup wizard

   The setup wizard launches automatically after activation. Set your company name, default currency, date format, and default pipeline stages. Takes about 2 minutes. You can change all of these later in Settings.

3. 3

   Connect your forms (optional)

   If you use Contact Form 7 or Fluent Forms: open any form, find the Pressio CRM tab, enable the integration, and map your form fields to CRM fields. From this point, form submissions automatically create contacts in Pressio CRM.

4. 4

   Import existing contacts (optional)

   Go to Pressio CRM → Settings → Data → Import. Upload a CSV from your old spreadsheet or CRM. Map your columns to CRM fields. Preview 5 rows before importing.

5. 5

   Add your first deal

   Go to Pressio CRM → Pipeline. Click "Add Deal" in the Lead column. Fill in the contact name, deal title, value, and expected close date. That's your pipeline.