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<https://lhero.org/?post_type=lh-portfolio&#038;p=147699>
  a sioc:Post ;
  dc:title "LH Customer Relationship Management" ;
  dcterms:identifier 147699 ;
  dc:modified "2026-09-18T00:29:00Z"^^xsd:dateTime ;
  dc:created "2026-09-17T23:34:00Z"^^xsd:dateTime ;
  sioc:link <https://lhero.org/portfolio/lh-crm/> ;
  sioc:has_creator <https://lhero.org/author/1/#account> ;
  sioc:has_container <https://lhero.org/#posts> ;
  content:encoded """
<p class="wp-block-paragraph">LH Customer Relationship Management (<code>lh-crm</code>) gives a community organisation contact forms and a simple enquiry inbox, built on WordPress and BuddyPress rather than a separate SaaS CRM. Every form submission becomes an enquiry record that staff can track from New through to Closed, and the person who got in touch becomes a real member account on the site.</p>



<h2 class="wp-block-heading">Why it exists</h2>



<p class="wp-block-paragraph">Most contact-form plugins send an email and forget. For a club or community group, an enquiry is usually the start of a relationship: someone asking to join, to volunteer, or to play. LH CRM keeps those enquiries on the organisation&#8217;s own site, linked to the person&#8217;s member profile, so nothing depends on one volunteer&#8217;s inbox and the history stays with the organisation.</p>



<h2 class="wp-block-heading">Key features</h2>



<ul class="wp-block-list"><li>Contact forms built in wp-admin and placed on any page with the Contact Form block.</li><li>Enquiries stored as their own post type with five workflow statuses, staff notes, categories and status-change timestamps.</li><li>Submitters are matched to an existing account by email, or a new account is created (through LH User Provisioning when it is active).</li><li>Optional BuddyPress extras per form: extra profile fields on the form, adding or inviting the submitter to a group, and an automatic reply email.</li><li>A customisable thank-you message shown after submission.</li><li>An MCP ability for querying enquiries across the network.</li></ul>



<h2 class="wp-block-heading">Installation</h2>



<ol class="wp-block-list"><li>Requires WordPress 6.9 or later, PHP 8.0 or later, and BuddyPress.</li><li>Upload the <code>lh-crm</code> folder to <code>/wp-content/plugins/</code> and network-activate it.</li><li>For full user creation support, also network-activate LH User Provisioning.</li><li>Go to CRM in wp-admin, create a contact form, choose a message recipient, and publish it. A form cannot be published without a recipient.</li><li>Add the Contact Form block to any page and select the form.</li></ol>



<h2 class="wp-block-heading">Documentation</h2>


<ul class="lh_portfolio-doc-toc"><li><a href="https://lhero.org/portfolio/lh-crm/admin-interfaces/">Admin interfaces</a></li><li><a href="https://lhero.org/portfolio/lh-crm/data-model/">Data model</a></li><li><a href="https://lhero.org/portfolio/lh-crm/hooks-and-filters/">Hooks and filters</a></li><li><a href="https://lhero.org/portfolio/lh-crm/cron-jobs/">Cron jobs</a></li><li><a href="https://lhero.org/portfolio/lh-crm/mcp-abilities/">MCP abilities</a></li><li><a href="https://lhero.org/portfolio/lh-crm/architecture-notes/">Architecture notes</a></li><li><a href="https://lhero.org/portfolio/lh-crm/changelog/">Changelog</a></li></ul>"""^^rdf:XMLLiteral ;
  sioc:content """
LH Customer Relationship Management (lh-crm) gives a community organisation contact forms and a simple enquiry inbox, built on WordPress and BuddyPress rather than a separate SaaS CRM. Every form submission becomes an enquiry record that staff can track from New through to Closed, and the person who got in touch becomes a real member account on the site.



Why it exists



Most contact-form plugins send an email and forget. For a club or community group, an enquiry is usually the start of a relationship: someone asking to join, to volunteer, or to play. LH CRM keeps those enquiries on the organisation&#8217;s own site, linked to the person&#8217;s member profile, so nothing depends on one volunteer&#8217;s inbox and the history stays with the organisation.



Key features



Contact forms built in wp-admin and placed on any page with the Contact Form block.Enquiries stored as their own post type with five workflow statuses, staff notes, categories and status-change timestamps.Submitters are matched to an existing account by email, or a new account is created (through LH User Provisioning when it is active).Optional BuddyPress extras per form: extra profile fields on the form, adding or inviting the submitter to a group, and an automatic reply email.A customisable thank-you message shown after submission.An MCP ability for querying enquiries across the network.



Installation



Requires WordPress 6.9 or later, PHP 8.0 or later, and BuddyPress.Upload the lh-crm folder to /wp-content/plugins/ and network-activate it.For full user creation support, also network-activate LH User Provisioning.Go to CRM in wp-admin, create a contact form, choose a message recipient, and publish it. A form cannot be published without a recipient.Add the Contact Form block to any page and select the form.



Documentation


Admin interfacesData modelHooks and filtersCron jobsMCP abilitiesArchitecture notesChangelog""" ;
  sioc:topic <https://lhero.org/lh_portfolio-type/plugin/>, <https://lhero.org/lh_portfolio-lifecycle-stage/active/>, <https://lhero.org/?taxonomy=author&term=cap-1> .

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