Auto Form CRM

Installation

Install and activate Auto Form CRM from WordPress.

Overview

Auto Form CRM is a WordPress plugin that loads a full-screen React CRM inside wp-admin. Installation follows the standard WordPress plugin flow.

Install from the dashboard

  1. In WordPress admin, go to Plugins → Add New.
  2. Search for Auto Form CRM (or upload the ZIP under Upload Plugin).
  3. Click Install Now, then Activate.

After activation

A new top-level menu Auto Form CRM appears (capability auto_form_crm_view_contacts is required to see it). Opening it loads the CRM shell: the WordPress admin menu and admin bar are hidden on that screen for a focused workspace.

The React app calls /wp-json/auto-form-crm/v1/... as a logged-in user. The bootstrap object autoFormCrmData includes apiUrl (REST base), nonce for WordPress REST, and your allowedPages for navigation.

Requirements

Use a current WordPress version and PHP version supported by your hosting stack. If assets fail to load, confirm assets/dist/main.js and main.css exist under the plugin directory (run the plugin front-end build if you are developing from source).

Tip: After upgrades, the plugin runs database migrations on init so schema stays current. If something looks missing, clear object cache and reload the CRM page.

See also Initial Configuration and Roles & Permissions.

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