Relenta is a great CRM-lite which beats any mailing software I know for ease of use and speed. Highly recommended.
As you may be aware, we run almost entirely WordPress sites, although many are almost custom apps with additional functionality for real estate, insurance or political discussion. We needed a way to wed our WordPress sites to Relenta. Relenta does not have contact forms of its own but instead an email API for adding new contacts.
Fortunately John Godley's Filled In for WordPress handles forms admirably and has a mailing function built-in. Filled In to handle the forms and Relenta to handle the lists is the best of both worlds.
But like anything technical, there are a few issues to look out for. Without further ado, here is our detailed guide to using Relenta with WordPress.
In order, these are the steps to create a form in WordPress with help of Filled In and send the information to Relenta CRM for parsing.