Title: CRMax &#8211; CRM AI Automated to the Max
Author: demfilz
Published: <strong>5 de agosto de 2026</strong>
Last modified: 13 de agosto de 2026

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# CRMax – CRM AI Automated to the Max

 Por [demfilz](https://profiles.wordpress.org/demfilz/)

[Descargar](https://downloads.wordpress.org/plugin/crmax-crm-ai-automated-to-the-max.1.0.0.zip)

 * [Detalles](https://es.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#description)
 * [Valoraciones](https://es.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#reviews)
 *  [Instalación](https://es.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#installation)
 * [Desarrollo](https://es.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#developers)

 [Soporte](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/)

## Descripción

**CRMax – CRM AI Automated to the Max** links your WordPress website to your [CRMax](https://crmax.au)
account so every lead your site captures lands in your CRM automatically – no copy-
paste, no missed enquiries.

Enter your CRMax API token once, and the plugin will:

 * **Sync form submissions** from Contact Form 7, WPForms, Gravity Forms, Elementor
   Pro Forms and Fluent Forms. Names, emails, phone numbers and companies are detected
   automatically; anything else is stored as custom fields so no data is lost.
 * **Sync users** – new registrations and profile updates become contacts, optionally
   tagged with their role. A bulk «Send to CRMax» action lets you push existing 
   users too.
 * **Sync WooCommerce customers** – paid and processing orders create or update 
   a contact with order totals and lifetime order count.
 * **Tag and enrol automatically** – every contact from your site gets a default
   tag, and can be dropped straight into a CRMax workflow (automation) for follow-
   up.
 * **Embed CRMax anywhere** with shortcodes for forms, booking calendars and funnel
   pages.
 * **See your CRM at a glance** with a WordPress dashboard widget showing contacts,
   pipeline value, revenue and upcoming bookings.

#### Shortcodes

 * `[crmax_form slug="your-form"]` – embed a CRMax form
 * `[crmax_booking slug="your-calendar"]` – embed a booking calendar
 * `[crmax_funnel slug="your-page"]` – embed a funnel / landing page

Each accepts an optional `height` attribute (in pixels).

#### Requires an account

This plugin is a client for the CRMax platform and requires a CRMax account. Create
one free at [crmax.au](https://crmax.au). Data is sent to your CRMax account over
HTTPS using the REST API token you provide.

## Instalación

 1. Upload the `crmax-connect` folder to `/wp-content/plugins/`, or install the plugin
    through the Plugins screen in WordPress.
 2. Activate the plugin.
 3. Go to **CRMax** in the admin menu.
 4. In CRMax, open **Settings  API**, generate a token, and paste it into the plugin
    along with your CRMax URL.
 5. Click **Test connection** to confirm, then choose what to sync.

## FAQ

### Do I need a CRMax account?

Yes. The plugin sends data to your CRMax account via its REST API. You can create
a free account at https://crmax.au.

### Which form plugins are supported?

Contact Form 7, WPForms, Gravity Forms, Elementor Pro Forms and Fluent Forms. The
plugin maps common fields (name, email, phone, company) automatically and stores
the rest as custom fields.

### What data is sent to CRMax?

Only the contact details captured by your forms, users or WooCommerce orders – such
as name, email, phone, company and the fields you collect. Nothing is sent until
you enter a valid API token and enable a sync option. See our privacy policy at 
https://crmax.au for details.

### Is it compatible with WooCommerce HPOS?

Yes. The WooCommerce integration uses the official order API and works with High-
Performance Order Storage.

## Reseñas

No hay valoraciones para este plugin.

## Colaboradores y desarrolladores

«CRMax – CRM AI Automated to the Max» es un software de código abierto. Las siguientes
personas han colaborado con este plugin.

Colaboradores

 *   [ demfilz ](https://profiles.wordpress.org/demfilz/)

[Traduce «CRMax – CRM AI Automated to the Max» a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/crmax-crm-ai-automated-to-the-max)

### ¿Interesado en el desarrollo?

[Revisa el código](https://plugins.trac.wordpress.org/browser/crmax-crm-ai-automated-to-the-max/),
echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/crmax-crm-ai-automated-to-the-max/)
o suscríbete al [registro de desarrollo](https://plugins.trac.wordpress.org/log/crmax-crm-ai-automated-to-the-max/)
por [RSS](https://plugins.trac.wordpress.org/log/crmax-crm-ai-automated-to-the-max/?limit=100&mode=stop_on_copy&format=rss).

## Registro de cambios

#### 1.0.0

 * Initial release: form, user and WooCommerce sync; workflow enrolment; shortcodes
   for forms, booking and funnels; dashboard widget; activity log.

## Meta

 *  Versión **1.0.0**
 *  Última actualización **hace 2 meses**
 *  Instalaciones activas **Menos de 10**
 *  Versión de WordPress ** 5.6 o superior **
 *  Probado hasta **7.1.3**
 *  Versión de PHP ** 7.2 o superior **
 *  Idioma
 * [English (US)](https://wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/)
 * Etiquetas:
 * [contacts](https://es.wordpress.org/plugins/tags/contacts/)[crm](https://es.wordpress.org/plugins/tags/crm/)
   [forms](https://es.wordpress.org/plugins/tags/forms/)[marketing](https://es.wordpress.org/plugins/tags/marketing/)
   [woocommerce](https://es.wordpress.org/plugins/tags/woocommerce/)
 *  [Vista avanzada](https://es.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/advanced/)

## Valoraciones

Aún no se han enviado valoraciones.

[Tu valoración](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/reviews/#new-post)

[Ver todas las reseñas](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/reviews/)

## Colaboradores

 *   [ demfilz ](https://profiles.wordpress.org/demfilz/)

## Soporte

¿Tienes algo que decir? ¿Necesitas ayuda?

 [Ver el foro de soporte](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/)