What is PloverCRM?
Overview #
PloverCRM is a WordPress CRM plugin that helps you manage contacts, track interactions, and grow your business. It includes native mobile apps, form integrations, and flexible CRM backend options.
Key Features #
📱 Mobile App Integration
- Native iOS and Android apps with offline mode
- Push notifications for new leads
- Real-time synchronization
👥 Contact Management
- Unlimited contacts with custom fields
- Contact ownership and assignment
- Lists, tags, and stage-based lifecycle management
- Notes and activity tracking
🔗 Form Integrations
Connect with 15+ form builders including Fluent Forms, WP Forms, Gravity Forms, Ninja Forms, Contact Form 7, and Elementor Forms.
🎯 Marketing Automation
- UTM tracking and campaign attribution
- Device, browser, and location detection
- Landing page and referral tracking
- Facebook Lead Ads and Google Ads integration
🔐 Role-Based Access Control
- Custom CRM roles with field-level permissions
- Contact ownership rules and view/update scopes
📊 Analytics & Reporting
Contact statistics, growth metrics, stage distribution, and activity timeline.
🔌 Multi-CRM Support
Choose between built-in PloverCRM (WordPress Custom Post Types) or FluentCRM integration.
Who Should Use PloverCRM? #
Small Businesses – Simple, affordable CRM integrated with WordPress
Sales Teams – Mobile access and sales pipeline tracking
Marketing Agencies – Multi-client management with UTM tracking
Support Teams – Customer interaction tracking with detailed notes
Real Estate Agents – Property inquiries and mobile client management
Nonprofits – Donor, volunteer, and event registration tracking
How It Works #
- Capture – Forms automatically create contacts
- Enrich – Auto-capture UTM parameters, device info, and location
- Organize – Use lists, tags, and stages
- Track – Maintain complete interaction history
- Mobile – Access contacts anywhere
- Notify – Email and push notifications for new leads
- Follow-up – Schedule reminders
Why Choose PloverCRM? #
✅ WordPress Native – No external accounts required
✅ Mobile Apps Included – Native iOS and Android apps
✅ Flexible Backend – Choose PloverCRM or FluentCRM
✅ Advanced Permissions – Field-level access control
✅ Form Integration Hub – 15+ form builders supported
✅ Marketing Attribution – Built-in UTM tracking
✅ Domain-Based Licensing – No monthly subscriptions
