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manifest / integrations / wp-leadflow-crm

WP LeadFlow CRM

A complete CRM and lead-management platform built into WordPress — pipeline, contacts, tasks, email, analytics and a REST API.

by Djouonang Landry · github.com/landrydjouonang-hue/wp-leadflow-crm

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/landrydjouonang-hue/wp-leadflow-crm/archive/refs/heads/main.zip
Readme github.com/landrydjouonang-hue/wp-leadflow-crm ↗

A complete CRM and lead-management platform built into WordPress. Leads and a drag-and-drop sales pipeline, companies and contacts, tasks, follow-ups, notes, an activity timeline, email with templates, CSV import and export, an analytics dashboard, per-role access control and a secure REST API — with no external services and no runtime dependencies.

By Djouonang Landry · GPL-2.0-or-later · Requires WordPress 6.4+ and PHP 8.0+

What it does

Area Highlights
Dashboard Ten KPIs (new, qualified, won and lost leads, pipeline value, conversion rate, tasks, follow-ups) and five charts, filtered by period and owner. Charts are rendered by a small dependency-free SVG renderer with keyboard-accessible tooltips and a data table for every chart.
Leads & pipeline Configurable stages with colours and win probabilities, a drag-and-drop board (with a keyboard-friendly "Move to" control and a no-JavaScript fallback), assignment, filters and bulk actions.
Companies & contacts Full CRUD screens with search, status views, sorting, pagination, screen options, trash and restore, plus notes on every record.
Tasks & follow-ups Due dates, priorities, assignees, overdue indicators and a menu bubble; follow-ups record an outcome.
Activity timeline Automatic history (created, stage changes, won/lost, assignment, value, notes, tasks, emails) plus manually logged calls, emails and meetings.
Email Reusable templates with {{placeholders}} and a live preview, composing from any record, signature, "send me a copy", per-user hourly limits, delivery errors captured, and a searchable email log.
Import & export CSV import with column mapping, type conversion, duplicate detection, an exact preview and an error report; CSV export that re-imports cleanly; and a complete JSON backup.
Access control A permission matrix for every capability and role, a team screen for CRM roles, and safeguards against lock-out and privilege escalation.
REST API CRUD for leads, companies, contacts, tasks and activities with schema-driven validation, permission callbacks, paging, filters and Application Password authentication.
Operations Data-retention policies, a private debug log, a system status report, contextual help on every screen, and clean activation, upgrade, deactivation and uninstall handling.

Install

  1. Copy the wp-leadflow-crm folder into wp-content/plugins/.
  2. Activate it on the Plugins screen. Tables, roles and settings are created automatically; upgrades run their migrations on the next request.
  3. Open LeadFlow CRM → Dashboard, then add team members under LeadFlow CRM → Access control → Team.

How it is built

  • Modular architecture. Each feature area is a module (src/Modules/<Feature>) that declares its pages, capabilities, migrations and REST controllers; ModuleManager boots them. Adding a feature means adding a module, not editing the core.
  • Repository data layer. All SQL lives in src/Data and src/Database. Repositories validate and sanitize from a declarative column schema, use prepared statements with allow-listed identifiers, handle soft deletes, object caching and lifecycle hooks — and the same rules serve the admin screens, the CSV importer and the REST API.
  • Versioned migrations. Thirteen migrations with batches, rollback and error reporting; InnoDB foreign keys where the host supports them.
  • Security by default. Nonce, then capability, then work — on every form, AJAX endpoint and REST route; record-level meta capabilities; escaping at output; protected upload and log folders.
  • Accessible, responsive admin. ARIA tab panels, labelled controls, live-region announcements, visible focus, reduced-motion support and layouts that work down to phone width. Every JavaScript feature has a server-side fallback.
  • No dependencies. No build step, no bundler, no third-party PHP or JS libraries — only WordPress APIs.

Demo data and the screenshot pipeline live in .github/demo/;

Responses follow WordPress conventions: 201 Created with a Location header, paging headers, _links to related records, and field-level validation errors.

Roadmap

Lead capture forms, reporting exports, and saved dashboard views.

License

GPL-2.0-or-later. See LICENSE.