Xophz Questbook CRM

Category: Trajectory · Version: 1.0.0

A CRM that manages client profiles, tasks, assets, and integrations without ever leaving WordPress.

Description

Questbook is a comprehensive Customer Relationship Management (CRM) system for the COMPASS platform. It replaces expensive third-party tools by centralizing client data, project assets, and WPMU DEV Hub integration directly into your WordPress dashboard, all presented via a futuristic, glassmorphic UI.

Core Capabilities

• Contact Management – Custom Post Type (compass_contact) to store comprehensive client profiles including names, emails, roles, companies, and associated assets.
• Client Assets – Upload, tag, and manage client-specific files (logos, brand assets, documents) directly tied to their profile.
• WPMU DEV Hub Integration – Syncs directly with WPMU DEV's Hub API to manage sites, services, client billing, and reports right from within Questbook.
• REST API – Fully featured REST API for seamless integration with the Vue frontend.

Requirements

• Xophz COMPASS parent plugin (active)
• WordPress 5.8+, PHP 7.4+

Installation

1. Ensure Xophz COMPASS is installed and active.
2. Upload xophz-compass-quests to /wp-content/plugins/.
3. Activate through the Plugins menu.
4. Access via the My Compass dashboard → Questbook.

PHP Class Map

Frontend Routes

Changelog

1.0.0

• Initial release with compass_contact CPT, Contact REST API, Client Assets manager, and WPMU DEV Hub integration.