What’s Included
- Files: 1 WordPress plugin (ZIP file)
- Resolution: Built for standard WordPress admin layout
- License: Personal and Commercial (annual, Rs 599)
- Compatibility: WordPress 5.8+ and PHP 7.4+
WordPress CRM Plugin – Lead Manager
This WordPress CRM plugin turns your admin panel into a practical lead workspace with dashboards, roles, and workflows that match how sales teams actually work. You get a paginated leads list with filters, detailed lead profiles, follow-up timelines, and one-click call, email, or WhatsApp actions without leaving WordPress. Admins stay in control of assignments, deletion rights, and license settings, while Sales Representatives see only the leads and menus they need.
Key Features
Leads dashboard with filters: View all leads in a paginated list with quick filters for statuses like New, Contacted, Qualified, Converted, and Lost, plus search by name, email, or phone to find the right contact fast.
Structured lead workflow: Open any lead to manage full profile details, see clear status badges, assign Sales Representatives, and track every update in a chronological activity timeline with remarks and follow-up dates.
Sales-focused quick actions: Use one-click buttons for Call Now, WhatsApp, and Email so your team can start conversations directly from the CRM without copying phone numbers or email addresses.
Rich lead data and tags: Capture company, job title, location, interest, budget, birthdays, and incorporation dates, then tag leads with what they are interested in and what you recommend using multi-select fields that accept new items on the fly.
Offers and negotiation history: Maintain a dedicated log of offers where you can record offer amount, client ask, notes, and date, and clean up old entries or tags when negotiations change.
Import, export, and bulk actions: Import leads in bulk using a CSV template, export filtered or full lead lists, and run bulk actions like assigning to agents or deleting records, with deletion restricted to admins.
Role-based access and events: Use the custom Sales Representative role so reps only see Leads and Events menus and only their assigned leads, while an events dashboard highlights upcoming birthdays and incorporation anniversaries to plan timely outreach.
Configurable services and licensing: Define a global list of products and services that powers your dropdowns and tags, and manage license validation so paid features stay protected under the annual Rs 599 plan.
Perfect For
- Small and mid-size sales teams working in WordPress
- Agencies managing leads and follow-ups for client sites
- Service businesses tracking offers and negotiations
- Founders who want a light CRM without extra tools
Requirements
- WordPress 5.8 or higher with admin access
- PHP 7.4 or higher
- Ability to install and activate custom plugins
- Optional: Existing CSV leads file for import
Quick Setup
- Upload and activate the plugin from the WordPress Plugins screen.
- Enter your license key in the settings panel to activate the annual license.
- Configure products and services lists, lead statuses, and custom fields.
- Create or import leads via CSV and assign them to Sales Representatives.
- Start using the dashboard, quick actions, and events view to manage daily follow-ups.
Ready? Add to cart now and give your team a focused WordPress CRM with structured workflows and predictable annual pricing at Rs 599.
