=== BusyFirm CRM & Invoicing ===
Contributors: busyfirm
Tags: crm, contact form, leads, invoices, contacts
Requires at least: 6.0
Tested up to: 6.7
Requires PHP: 7.4
Stable tag: 2.0.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Every lead your site collects goes straight into your CRM, and you can put a payable invoice on any page.

== Description ==

People fill in a form, leave a comment, or start a chat. This puts all of them in one place, as
contacts you can actually follow up, instead of an inbox you have to remember to search.

= What it does =

* Comments, Contact Form 7 and WPForms submissions become CRM contacts automatically
* A `[busyfirm_form]` shortcode for a contact form that files straight into the CRM
* A `[busyfirm_invoice]` shortcode that shows a payable invoice on a page
* A live-chat widget, if you want one
* Choose which of those you want; each is a checkbox

= What it does not do =

* It does not store your leads in WordPress. They go to your account, and that is where you work
  through them.
* It does not read or change anything else on your site.
* It does not need your account password. It connects with a token scoped to this one site, which
  you can revoke at any time without affecting anything else.

= External service =

This plugin sends data to BusyFirm (https://www.busyfirm.com), which is the service it connects your site
to. A plugin like this cannot work without doing so, and it is worth being exact about what goes:

* When a lead is captured: the name, email address, phone number and message that person
  submitted, plus the page it came from.
* When you load the settings page: nothing.
* Nothing else is ever sent. No post content, no user accounts, no site data.

Data is sent only while a connection token is saved, and stops the moment you clear it or revoke
it from your account.

Terms: https://www.busyfirm.com/terms
Privacy: https://www.busyfirm.com/privacy

== Installation ==

1. Install and activate the plugin.
2. Go to Settings -> BusyFirm CRM.
3. Open your CRM, go to Integrations, add a WordPress integration, and copy the token it shows you.
4. Paste it into the Connection token field and save.

The settings page tells you whether it is connected.

== Frequently Asked Questions ==

= Do I need an account? =

Yes. The plugin is the bridge to it.

= Where do my leads go? =

Into Contacts in your CRM, tagged with where they came from, so you can tell a form fill from a
comment.

= Is the token my password? =

No. It is issued for this one site and can be revoked from your account without changing anything
else.

= What happens if I deactivate it? =

Nothing is sent any more. Your existing contacts stay in your CRM. Deleting the plugin also
deletes the token from this site.

== Changelog ==

= 2.0.0 =
* Leads now reach the CRM. The previous version authenticated with a header the endpoint does not
  read, so every submission was rejected and lost.
* The contact form is handled by WordPress and no longer sends visitors to an error page.
* Added the invoice shortcode.
* Renamed to BusyFirm CRM & Invoicing.

= 1.0.0 =
* First release.
