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readme.txt
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=== Thrail CRM ===
Contributors : rajd76816
Plugin URI : https://profiles.wordpress.org/rajd76816/
Tags : crm, email automation, lead management, wordpress plugin, email logs
Author URI : https://profiles.wordpress.org/rajd76816/
Requires at least : 5.0
Tested up to : 6.6
Stable Tag : 1.0.0
Requires PHP : 7.2
License : GPLv2 or later
License URI : https://www.gnu.org/licenses/gpl-2.0.html
== Thrail CRM ==
A powerful and easy-to-use WordPress CRM plugin for lead management, email automation, and much more!
== Description ==
**Thrail CRM** is a cutting-edge WordPress plugin designed to enhance your customer relationship management. Perfect for businesses looking to streamline lead generation, automate email communication, and efficiently manage their customer database.
> **Note**: This plugin requires PHP 7.2 or higher.
### Key Features:
- **Opt-in Form**: Add an attractive lead capture form using the shortcode `[thrail-crm]`.
- **Lead Management**: Effortlessly store and manage leads from a user-friendly admin interface.
- **AJAX-Powered Operations**: Quickly edit, update, or delete leads without page reloads.
- **Email Automation**: Send emails instantly or schedule them to send within an hour.
- **Email Logs**: Maintain a detailed record of all sent emails for reference.
- **CSV Export**: Export leads with custom filters for streamlined reporting and analysis.
### Video Tutorial:
Learn how to set up and use Thrail CRM by watching our step-by-step [video tutorial](https://wordpress.org/plugins/thrail-crm/#tutorial).
You can also leave a positive review on [WordPress.org](https://wordpress.org/plugins/thrail-crm/#reviews)!
---
You can customize the shortcode settings via the plugin's admin panel.
---
### Why Choose Thrail CRM?
- Increase lead conversions with an intuitive opt-in form.
- Save time with email automation and scheduled messaging.
- Simplify your workflow with organized lead management tools.
---
== Installation ==
1. Download the plugin and upload the `thrail-crm` folder to the `/wp-content/plugins/` directory.
2. Activate the plugin through the **Plugins** menu in WordPress.
3. Use the shortcode `[thrail-crm]` to display the opt-in form on your site.
4. Navigate to "Thrail CRM" in your dashboard to manage leads, emails, and logs.
---
== Frequently Asked Questions ==
**Q: How do I add the opt-in form to my site?**
A: Use the shortcode `[thrail-crm]` in any page, post, or widget.
**Q: Can I customize the opt-in form design?**
A: Yes, the form can be customized using the plugin’s admin settings.
**Q: Does this plugin support email scheduling?**
A: Yes, you can schedule emails to send within 1 hour using the built-in email automation feature.
**Q: What information is stored in the email logs?**
A: Email logs include recipient details, subject, content, and timestamps for each sent email.
**Q: How do I export leads to CSV?**
A: Use the Export feature in the admin panel and apply filters to customize your CSV export.
---
== Screenshots ==
1. Dashboard Overview: Manage leads and emails in one place.
2. Opt-in Form: Collect leads using the shortcode `[thrail-crm]`.
3. Lead Management: Edit, update, or delete leads instantly.
4. Email Logs: View a history of sent emails.
5. CSV Export Interface: Download leads as CSV files.
---
== Changelog ==
= 1.0.0 =
* Initial release:
- Opt-in form with shortcode `[thrail-crm]`.
- Lead management and AJAX functionality.
- Email automation and email logs.
- CSV Exporter with custom filters.
---
== Upgrade Notice ==
= 1.0.1 =
Enjoy the full suite of features to enhance your WordPress CRM experience.
---
== License & Copyright ==
This plugin is open-source software and is distributed under the terms of the GNU General Public License v2 or later.
For questions or support, contact us at [shadekur.rahman60@gmail.com](mailto:shadekur.rahman60@gmail.com).