Relivora CRM
Relivora CRM is a CRM platform built into WordPress. It lets businesses manage leads, companies, contacts, sales stages, activities, tasks, follow-ups, notes and customer communication without leaving their site. Features: Analytics dashboard: KPIs, charts (stages, sources, monthly leads, won vs los
About this tool.
Relivora CRM is a CRM platform built into WordPress. It lets businesses manage leads, companies, contacts, sales stages, activities, tasks, follow-ups, notes and customer communication without leaving their site.
Features:
- Analytics dashboard: KPIs, charts (stages, sources, monthly leads, won vs lost, pipeline value) and date filters
- Work widgets for pipeline, leads, tasks, follow-ups and recent activity
- Companies and contacts with notes, search, filters and bulk actions
- Leads with a configurable, drag-and-drop sales pipeline
- Tasks with due dates and overdue indicators, follow-ups with outcomes
- Automatic activity timeline on every record
- Email templates with placeholders such as {{first_name}} and {{company}}
- Send emails to leads, contacts and companies, with email history and a sending log
- CSV import (column mapping, duplicate detection, preview, error report) and CSV export
- Dedicated CRM roles: CRM Manager and Sales Agent, with an access control screen to fine-tune what each role may do
- Secure REST API for leads, companies, contacts, tasks and activities
- Data retention options, debug logging, system status and a complete JSON backup
- Multisite support, translation-ready, accessible admin screens
Coming next: lead capture forms and report exports.
Privacy
Relivora CRM stores CRM data in your own WordPress database. It does not send data to external services. Emails you send from the CRM are delivered through your site’s own email system (or the SMTP service you configured), and a copy of each email is kept in your database.
Sending email
Emails use WordPress’s wp_mail() . For reliable delivery, connect your site to an SMTP or transactional email service with a dedicated plugin; Relivora CRM uses it automatically. Use Settings → Email → Send a test email to check the setup.
Getting started.
- 01Upload the relivora-crm folder to /wp-content/plugins/ .
- 02Activate the plugin from the Plugins screen.
- 03Open Relivora CRM → Dashboard .
- 04Assign the CRM Manager or Sales Agent role to team members under Users .
Frequently asked questions.
Is my data deleted when I deactivate the plugin?
No. Deactivating never deletes data. Data is only removed when you delete the plugin and you enabled Settings → Advanced → Delete all CRM data when the plugin is deleted .
Who can access the CRM?
Administrators, CRM Managers and Sales Agents. Only Administrators and CRM Managers can change settings.
Why was my email not sent?
Your site could not hand the email to a mail server. The attempt is saved with the error in the record’s Emails tab and in Relivora CRM → Emails, where you can try again. Install and configure an SMTP plugin, then send a test email from Settings → Email.
Who can send emails?
Administrators, CRM Managers and Sales Agents, to records they are allowed to edit. Sales Agents see only their own emails in the email log.
Can I delete old data automatically?
Yes. Under Settings → Data you can delete activities and sent emails older than a number of months, and empty the trash after a number of days. All three are off by default, and the clean-up runs daily in the background.
Can other applications read my CRM data?
Yes, through the REST API, using a WordPress application password. Each request is limited to the permissions of that user. See docs/API.md.