Title: CRMax – CRM AI Automated to the Max Author: demfilz Published: August 5, 2026 Last modified: August 13, 2026 --- Search plugins ![](https://ps.w.org/crmax-crm-ai-automated-to-the-max/assets/banner-772x250.png? rev=3635930) ![](https://ps.w.org/crmax-crm-ai-automated-to-the-max/assets/icon-256x256.png?rev =3635930) # CRMax – CRM AI Automated to the Max By [demfilz](https://profiles.wordpress.org/demfilz/) [Download](https://downloads.wordpress.org/plugin/crmax-crm-ai-automated-to-the-max.1.0.0.zip) * [Details](https://en-ca.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#description) * [Reviews](https://en-ca.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#reviews) * [Installation](https://en-ca.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#installation) * [Development](https://en-ca.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/#developers) [Support](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/) ## 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. ## 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. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “CRMax – CRM AI Automated to the Max” is open source software. The following people have contributed to this plugin. Contributors * [ demfilz ](https://profiles.wordpress.org/demfilz/) [Translate “CRMax – CRM AI Automated to the Max” into your language.](https://translate.wordpress.org/projects/wp-plugins/crmax-crm-ai-automated-to-the-max) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/crmax-crm-ai-automated-to-the-max/), check out the [SVN repository](https://plugins.svn.wordpress.org/crmax-crm-ai-automated-to-the-max/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/crmax-crm-ai-automated-to-the-max/) by [RSS](https://plugins.trac.wordpress.org/log/crmax-crm-ai-automated-to-the-max/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.0 * Initial release: form, user and WooCommerce sync; workflow enrolment; shortcodes for forms, booking and funnels; dashboard widget; activity log. ## Meta * Version **1.0.0** * Last updated: **2 months ago** * Active installations: **Fewer than 10** * WordPress Version: ** 5.6 or higher ** * Tested up to: **7.1.2** * PHP Version: ** 7.2 or higher ** * Language * [English (US)](https://wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/) * Tags: * [contacts](https://en-ca.wordpress.org/plugins/tags/contacts/)[crm](https://en-ca.wordpress.org/plugins/tags/crm/) [forms](https://en-ca.wordpress.org/plugins/tags/forms/)[marketing](https://en-ca.wordpress.org/plugins/tags/marketing/) [woocommerce](https://en-ca.wordpress.org/plugins/tags/woocommerce/) * [Advanced View](https://en-ca.wordpress.org/plugins/crmax-crm-ai-automated-to-the-max/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/reviews/) ## Contributors * [ demfilz ](https://profiles.wordpress.org/demfilz/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/crmax-crm-ai-automated-to-the-max/)