Bit CRM: A Smarter Way to Manage Leads, Customers, and Growth

Step-by-Step Guide to Add Bit CRM to Your WordPress Site

1. Log in to your WordPress dashboard
   Go to yourdomain.com/wp-admin and sign in with your administrator account.
2. Install the Bit CRM plugin
   From the left menu, go to Plugins > Add New. Search for Bit CRM. Click Install Now, then click Activate.
3. Open the Bit CRM settings
   After activation, find the Bit CRM menu in your WordPress dashboard and open it.
4. Create or connect your Bit CRM account
   If prompted, sign in to your existing Bit CRM account or create a new one. Follow the on-screen instructions to connect your website.
5. Configure basic settings
   Set your preferred options such as lead capture, contact fields, pipeline stages, and user access permissions.
6. Integrate WordPress forms
   Connect your contact forms, newsletter forms, or checkout forms to Bit CRM so submissions are stored as leads or contacts.
7. Test the integration
   Submit a test form entry on your website and confirm that the lead appears inside Bit CRM.
8. Customize automation if needed
   Set up automations like follow-up emails, task creation, or lead assignment to streamline your workflow.
9. Monitor and optimize
   Regularly review incoming leads, reports, and CRM activity to ensure everything is working correctly.

If you cannot find the Bit CRM plugin in the WordPress plugin directory, install it manually by downloading the plugin ZIP file from the official Bit CRM source, then go to Plugins > Add New > Upload Plugin in WordPress.