Welcome to Devs CRM Docs

Find tutorials, troubleshooting tips, and FAQs

How to Install & Activate Devs CRM

  1. Login to your WordPress admin dashboard.
  2. Go to Plugins > Add New.
  3. Click on the “Upload Plugin” button.
  4. Choose the plugin zip file and click on the “Install Now” button.
  5. Activate the plugin and check it in the settings link.

FEATURES

  • Seamlessly manage tasks, members, attendance, and task editing
  • Delete members, edit attendance, and tasks with ease
  • Delete attendance and tasks as needed for streamlined management

USAGE

  1. After activating the DevCRM plugin, navigate to DevCRM > Members and add new members.
  2. You can add member by add existing or add new.
  3. Members can check in and out by accessing the member table, which will be reflected in the attendance records.
  4. You can see members attendance in a calendar
  5. To assign tasks to members, go to DevCRM > Tasks and click on the “Add Task” button.
  6. After adding tasks, Click on task that you want to edit then you see the task details slide over page.
  7. In the task, you can add title of the task then write the task descriptions. Also you can added task images, status, priority, points, start date, end date and task comments.
  8. Every task can be assign to specific members.
  9. Members can view their assigned tasks by navigating to DevCRM > Tasks.
  10. Task will be filtering tasks by status.
  11. Check on task checkbox to mark it complete, which will shown in complete category.
  12. If you want to delete task there is a delete icon on every task.
  13. Navigate to Setting page if you want to add your desire status and priority options.
  14. Add edit update contacts with necessary fields, tags.

Check the details here

EXTRA FEATURES FOR PREMIUM (coming soon)

Frequently Asked Questions(FAQs)

  • Is Devs CRM really free?
    “Yes! The core plugin is free. You can upgrade to Pro for advanced features.
  • Can I use Devs CRM on multiple sites?
    The free version can be installed on unlimited sites. Pro is available per license.
  • Does Devs CRM support email marketing?
    Yes! The Pro version includes lead email automation. “

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