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’s own site, linked to the person’s member profile, so nothing depends on one volunteer’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