外掛說明

Cacele CRM gives small businesses a calm, capable CRM in the WordPress dashboard they already use.

Turn website enquiries into organized contact records, keep context next to every relationship, assign the next step, and move opportunities through a visual pipeline. Build a form, publish it with a block or shortcode, and give your team one reliable place to see what needs attention.

Free includes

Lead-capture forms with custom fields.
A submissions inbox and contact CRM with tags, notes, and activity.
Accounts, deals, tasks, and visual sales pipelines.
Reports and CSV, TSV, JSON, and ZIP exports.
WordPress block and shortcode embed support.
Local WordPress storage for your CRM records.

Cacele CRM Pro

Cacele CRM Pro is a separately installed add-on sold by Cacele. Its code is not included in this WordPress.org package. Pro currently adds automation rules, reusable message templates, and automation logs. See https://www.cacele.com/plugins/cacele-crm/ for product and support information.

Privacy and external services

Form and CRM data stay on your WordPress site. Cacele CRM Free makes no automatic requests to Cacele, Google Fonts, or another hosted service. It sends no usage analytics or diagnostic reports. The product and support links open cacele.com only when an administrator chooses to follow them.

螢幕擷圖

The Cacele CRM dashboard brings leads, contacts, tasks, forms, pipeline health, and activity into one action-focused view.

The lead inbox keeps new and reviewed form submissions organized for follow-up. — The Cacele CRM dashboard brings leads, contacts, tasks, forms, pipeline health, and activity into one action-focused view.

適用於區塊編輯器

這個外掛提供 2 個可供區塊編輯器使用的區塊。

Floracrm Form
Form

安裝方式

Upload to /wp-content/plugins/cacele-crm or install from WordPress.org.
Activate Cacele CRM.
Open Cacele CRM in the admin menu.
Embed a form with [cacele_crm_form slug="contact"] or the Cacele CRM Form block. Existing [floracrm_form] shortcodes remain supported.

常見問題集

Is Cacele CRM really free?: Yes. Every capability included in this WordPress.org package works without a license.
What does Cacele CRM Pro add?: Cacele CRM Pro is a separately installed Cacele add-on for advanced automation tools. Its code is not included in Cacele CRM Free.
Does Cacele CRM send my CRM data to a hosted service?: No. Core forms and CRM data stay in your WordPress database.
Will I lose data when I install Cacele CRM Pro?: No. The separately installed Pro add-on uses the same Free CRM records in place. It does not copy or delete your contacts, submissions, deals, tasks, forms, or pipelines.

使用者評論

這個外掛目前沒有任何使用者評論。

參與者及開發者

以下人員參與了開源軟體〈Cacele CRM〉的開發相關工作。

Cacele

將〈Cacele CRM〉外掛本地化為台灣繁體中文版

對開發相關資訊感興趣？

任何人均可瀏覽程式碼、查看 SVN 存放庫，或透過 RSS 訂閱開發記錄。

變更記錄

1.10.31

Added nonce verification to the Reports filter controls and signed every generated filter URL.
Replaced dynamic SQL fragments with fully prepared queries, including identifier placeholders for table names.
Hardened report, export, search, task, pipeline, privacy, activation, and uninstall database operations.

1.10.30

Rebranded the plugin as Cacele CRM with a new visual identity and WordPress.org slug.
Added the new [cacele_crm_form] shortcode and cacele-crm/form block while preserving legacy embeds.
Preserved all existing CRM data, settings, hooks, and admin URLs during the brand migration.

1.10.29

Removed all Pro-only automation storage and implementation from the WordPress.org Free package.
Removed automatic external font and product-catalog requests.
Hardened public form consent handling and rate limiting.
Strengthened input sanitization and moved Cacele CRM to a conventional admin-menu position.

1.10.28

Made every capability in the WordPress.org package fully available without a license.
Moved license handling to the separately distributed Cacele CRM Pro add-on.
Added complete pipeline setup, custom fields, report exports, and updated privacy documentation to the Free package.

1.10.27

Improved CRM workflows and release quality.