=== CRMax - CRM AI Automated to the Max ===
Contributors: demfilz
Tags: crm, forms, contacts, marketing, woocommerce
Requires at least: 5.6
Tested up to: 7.0
Requires PHP: 7.2
Stable tag: 1.0.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Sync WordPress forms, users and WooCommerce customers to your CRMax account, and embed CRMax forms, booking pages and stats.

== Description ==

**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.

== Installation ==

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.

== Frequently Asked Questions ==

= 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.

== Screenshots ==

1. The CRMax settings screen with connection test and sync options.
2. The CRMax dashboard widget showing live CRM stats.

== Changelog ==

= 1.0.0 =
* Initial release: form, user and WooCommerce sync; workflow enrolment; shortcodes for forms, booking and funnels; dashboard widget; activity log.

== Upgrade Notice ==

= 1.0.0 =
Initial release.
