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Autonomous Agentic CRM for WordPress - raw data ingestion, event tracking, proposals, goals, projects management

by Dynamix Systems · github.com/esmaeel-kargar/phoenix-agentic-crm · website

★ 0stars

v1.1.0latest · 1mo ago

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/esmaeel-kargar/phoenix-agentic-crm/archive/refs/heads/main.zip

No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.

Readme github.com/esmaeel-kargar/phoenix-agentic-crm ↗

Autonomous Agentic CRM for WordPress — raw data ingestion, event tracking, proposals, goals, projects, and more.

Built for Dynamix Systems by Esmaeel Kargar.

Features

🤖 Autonomous Agent Pipeline — Collect, process, decide, execute
📊 Raw Data Ingestion — Internal (WP-Statistics, EDD) + External (Google Trends, RSS, Competitors)
📝 Proposal Management — Create, approve, reject, archive with full audit trail
🎯 Goal Tracking — Strategic goals with time horizons (quarterly, yearly)
📁 Project Management — Link projects to proposals, track status
📋 Event Log — Complete audit trail with actor, action, target tracking
🔐 API-First — Full REST API with X-Phoenix-Key authentication
🖥️ Admin Dashboard — WordPress admin UI with all management interfaces

Requirements

WordPress 5.8+
PHP 7.4+
MySQL 5.7+ / MariaDB 10.3+

Installation

Download the latest release ZIP
Upload to WordPress via Plugins → Add New → Upload Plugin
Activate the plugin
Navigate to the Phoenix CRM menu in your WordPress admin

REST API

All endpoints require X-Phoenix-Key header authentication.

Method	Endpoint	Description
GET	`/phoenix/v1/raw-data`	Get unsynced raw data
POST	`/phoenix/v1/raw-data/sync`	Mark raw data as synced
GET	`/phoenix/v1/proposals`	List proposals
POST	`/phoenix/v1/proposals`	Create proposal
POST	`/phoenix/v1/proposals/{id}/decide`	Approve/reject proposal
GET	`/phoenix/v1/goals`	List goals
POST	`/phoenix/v1/goals`	Create goal
GET	`/phoenix/v1/projects`	List projects
POST	`/phoenix/v1/projects`	Create project
GET	`/phoenix/v1/events`	List events
POST	`/phoenix/v1/events`	Create event
GET	`/phoenix/v1/summary`	Dashboard summary

Database Tables

The plugin creates 8 custom tables:

phoenix_raw_data — Raw ingested data from any source
phoenix_events — Audit trail / activity log
phoenix_proposals — Decision proposals
phoenix_goals — Strategic goals
phoenix_projects — Concrete projects
phoenix_saved_items — Bookmarks / saved links
phoenix_notes — Free-form notes
phoenix_report_templates — Report format definitions

Development

# Clone the repo
git clone https://github.com/Esmaeel-Kargar/phoenix-agentic-crm.git

# The plugin is ready to use — just symlink or copy to wp-content/plugins/

License

GPL v2 or later — see LICENSE.

Version History

v1.0.0 (2026-09-05)

Initial release
Raw data collection (internal + external)
Proposal management with approval workflow
Goal and project tracking
Event audit log
Full REST API with authentication
WordPress admin dashboard with 7 management pages

Releases

2 releases.

Tag

Published

v1.1.0 latest

Sep 5, 2026 1mo ago

v1.0.0