About this plugin
Neyatek CRM is a lightweight WordPress plugin designed to keep lead tracking simple, fast, and secure. Built exclusively for site administrators and editors, it helps manage team allocations, capture audit history logs, detect duplicates automatically, and display card-based performance analytics dashboards.
Key Features:
* Private Custom Post Type ( neyatek_lead ) ensures data security and sovereignty.
* Settings Panel to customize choices for Regions and Products/Services dropdowns.
* Automatic creator, created date, and last action timestamp logging.
* HSL-tailored status row color-coding (New, Interested, Follow-up, Not Interested, Converted, Lost).
* Lead Priority Levels (High, Medium, Low) with visual badge displays on the table.
* Integrated Click-to-Call and WhatsApp chat URLs with pre-filled lead details.
* Serialization based Audit History Log for full accountability.
* Debounced AJAX-powered duplicate finder.
* Interactive Analytics Dashboard showcasing total leads, conversions, conversion rate, staff leaderboard, and progress charts for Leads by Source, Priority, and Interested Products.