PuzzlingCRM

A complete CRM and Project Management solution for Social Marketing agencies

📋 Overview

PuzzlingCRM is an enterprise-grade WordPress plugin that combines powerful CRM capabilities with comprehensive project management tools, specifically designed for social marketing agencies. It provides a complete solution to manage clients, projects, teams, and communication all within your WordPress dashboard.

✨ Features

CRM Management

• Client Management - Organize and track all client information in one place
• Contact Management - Maintain detailed contact information and communication history
• Activity Timeline - Track all interactions and activities with clients
• User Profiles - Comprehensive user profile management with role-based access

Project Management

• Project Dashboard - Overview of all projects with key metrics
• Kanban Board - Visual project management with drag-and-drop task management
• Agile/Scrum Board - Sprint planning and agile workflow management
• Task Templates - Pre-built templates for consistent task management
• Time Tracking - Monitor time spent on tasks and projects

Communication & Collaboration

• Team Chat - Built-in messaging system for team collaboration
• Email Handler - Integrated email management and communication
• SMS Service - SMS notification and communication capabilities
• Smart Reminders - Intelligent reminder system for tasks and deadlines
• Activity Tracking - Monitor team activities and progress

Advanced Features

• Advanced Analytics - In-depth reporting and analytics dashboard
• Data Encryption - Secure data storage with encryption support
• PDF Generation - Generate reports and documents in PDF format
• Elasticsearch Integration - High-performance search capabilities
• PWA Support - Progressive Web App functionality for offline access
• White Label - Full white-label customization options
• WebSocket Handler - Real-time communication and updates
• Automation - Workflow automation and task automation
• License Management - Comprehensive license key management system
• Session Management - Secure session handling
• Cache Optimization - Performance optimization through intelligent caching
• Database Optimization - Automatic database optimization
• Document Management - Upload, organize, and manage documents

Customization & Integration

• Custom Post Types - Flexible custom post type management
• Shortcode Manager - Easy shortcode integration throughout your site
• Field Security - Advanced field-level security controls
• Role-Based Access - Granular role and permission management
• Frontend Dashboard - Custom frontend dashboard for clients
• Elasticsearch Integration - Enterprise search capabilities
• Form Handler - Flexible form building and submission handling

🚀 Installation

Requirements

• WordPress 5.0 or higher
• PHP 7.4 or higher
• MySQL 5.7 or higher

Steps

1. Download the Plugin

   • Clone the repository or download as ZIP

     git clone https://github.com/arsalanarghavan/puzzlingcrm.git

2. Upload to WordPress

   • Upload the puzzlingcrm folder to /wp-content/plugins/
   • Or use WordPress admin: Plugins → Add New → Upload Plugin

3. Activate the Plugin

   • Go to WordPress admin dashboard
   • Navigate to Plugins
   • Find "PuzzlingCRM" and click "Activate"

4. Initial Setup

   • Navigate to the PuzzlingCRM menu in your WordPress admin
   • Follow the setup wizard
   • Configure your settings and preferences

📖 Documentation

Quick Start Guide

Accessing PuzzlingCRM

• All PuzzlingCRM features are accessible from the main menu in WordPress admin
• The frontend dashboard is available for client access

Creating Your First Project

1. Navigate to PuzzlingCRM → Projects
2. Click "New Project"
3. Fill in project details
4. Add team members
5. Create tasks and set deadlines

Managing Clients

1. Go to PuzzlingCRM → Clients
2. Click "Add New Client"
3. Enter client information
4. Assign projects and team members
5. Track communications and activities

Using the Kanban Board

1. Open any project
2. Switch to "Kanban" view
3. Drag tasks between columns
4. Update task status with simple drag-and-drop
5. View task details by clicking on cards

Plugin Structure

puzzlingcrm/
├── assets/              # Stylesheets and JavaScript
│   ├── css/            # CSS files and styling
│   ├── js/             # JavaScript functionality
│   ├── images/         # Image assets
│   └── libs/           # Third-party libraries
├── includes/           # Core plugin classes
│   ├── class-*.php     # Individual feature classes
│   ├── ajax/           # AJAX handlers
│   ├── components/     # Reusable components
│   └── helpers/        # Helper functions
├── templates/          # HTML templates
│   ├── dashboard/      # Dashboard templates
│   └── components/     # Component templates
├── languages/          # Localization files
├── puzzlingcrm.php     # Main plugin file
└── README.md           # This file

🔧 Configuration

Settings

Access plugin settings through PuzzlingCRM → Settings:

• General Settings - Basic plugin configuration
• Email Settings - Configure email notifications
• SMS Settings - Set up SMS service credentials
• API Settings - Configure API keys and integrations
• Security Settings - Set security options and encryption
• White Label Settings - Customize branding

User Roles

PuzzlingCRM includes the following default roles:

• Administrator - Full access to all features
• Manager - Can manage projects and team
• Team Member - Can view and update assigned tasks
• Client - Limited access to view own projects

🔐 Security

• Data Encryption - All sensitive data is encrypted
• Field-Level Security - Control access to specific fields
• Role-Based Access Control - Granular permission management
• Session Management - Secure session handling
• Data Validation - All inputs are validated
• HTTPS Support - Full SSL/TLS support

📦 Dependencies

The plugin uses several third-party libraries:

• SweetAlert2 - Beautiful alerts and modals
• Elasticsearch - High-performance search
• WebSocket - Real-time communication
• PDF Libraries - Document generation

🌍 Localization

PuzzlingCRM supports multiple languages:

• English (en_US)
• Persian/Farsi (fa_IR)

To add more languages, create new .po and .mo files in the /languages directory.

🤝 Contributing

We welcome contributions! Here's how you can help:

1. Report Bugs - Create an issue with detailed information
2. Suggest Features - Share your ideas for improvements
3. Submit Code - Fork, make changes, and create a pull request

Development Setup

# Clone the repository
git clone https://github.com/arsalanarghavan/puzzlingcrm.git

# Navigate to the directory
cd puzzlingcrm

# Make your changes
# Follow WordPress coding standards

# Test your changes
# Submit a pull request

📝 Changelog

Version 2.1.13

• Latest stable release
• All 16 Enterprise Features complete
• Enhanced performance and stability
• Improved user interface

For detailed changelog, check the releases page.

🆘 Support

• Documentation - Visit Puzzlingco.com
• Author Website - ArsalanArghavan.ir
• GitHub Issues - Report bugs and request features on GitHub Issues
• Email Support - Contact through official website

📄 License

This plugin is licensed under the GNU General Public License v2.0 or later. See the LICENSE file for details.

PuzzlingCRM - A complete CRM and Project Management solution
Copyright (C) 2024 Arsalan Arghavan

This program is free software: you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation, either version 2 of the License, or
(at your option) any later version.

This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.

👨‍💻 Author

Arsalan Arghavan

• Website: ArsalanArghavan.ir
• GitHub: @arsalanarghavan

🙏 Acknowledgments

Special thanks to:

• The WordPress community
• All contributors and supporters
• Our users for their valuable feedback

Official Website • Author • GitHub • Issues

Made with ❤️ for social marketing agencies