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Immens CRM Core - Installation

Installation

  1. Activate the license: Go to Immens CRM > Settings > License tab and enter the license key
  2. Install the plugin: Upload the ZIP via Plugins > Add New > Upload Plugin
  3. Activate the plugin and follow the onboarding wizard (Welcome page, automatically redirected on first run)

Requirements

  • PHP 7.4+
  • WordPress 5.8+
  • Action Scheduler (included or via WP Cron)
  • Valid license key

After installation

  1. Complete the onboarding (general settings, default pipeline)
  2. Configure the AI providers in Settings > General tab
  3. Enable the form integrations in Settings > Integrations tab
  4. Enable proposals/contracts in Settings > Modules/Proposals tabs

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