WordPress plugin

Every lead from your website, in a CRM that gets you paid.

Contact forms, comments and chats from your WordPress site become clients in your Busy Firm CRM - with the deal, the follow-up emails, the quote and the invoice right next to them.

Included with your accountVersion 2.2.0WordPress 6.0+PHP 7.4+

Your whole business at a glance
Your whole business at a glance

Everything it does

  • Blocks for the block editor and widgets for Elementor - drop it on a page, no shortcode to type
  • 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
  • Every lead also shows in WordPress - a private Leads screen with CSV export (switch it off any time)
  • Choose which of those you want; each is a checkbox

See it working

Real screens from the product - nothing mocked up. Tap any to look closer.

Your whole business at a glance
Every lead with its source and status
A pipeline you can drag and close
Quotes customers accept online
Invoices paid by card - chased automatically
Calendar and a public booking page
Follow-up emails that send themselves
Reports that show where money comes from

Who it is for

Firms, consultants and small businesses whose website brings in enquiries - and who are tired of leads dying in an inbox.

What it never does

  • It does not show your leads to anyone but your site's administrators - in WordPress and in your account.
  • 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.

Live in 4 steps

  1. 1Install and activate the plugin.
  2. 2Open your CRM and add a WordPress integration under Integrations.
  3. 3Paste the token it shows you into the plugin settings.
  4. 4Drop the contact-form shortcode on a page, or leave comment and form sync on.

What's new

Current version 2.2.0

  1. Version 2.2.02026-10-04Latest

    • A lead your CRM could not take right away is sent again automatically - every hour, and as soon as you save your connection token. Nothing to remember.

Stop losing the leads your website already earns.