WhatsApp CRM Lead Logger is a self-hosted WordPress plugin designed to capture, organize, and manage WhatsApp inquiries as structured leads inside your website.

Instead of losing conversations in chat history, every WhatsApp inquiry becomes a trackable lead with stages, notes, assignments, and status updates — all managed from the WordPress admin panel.

The plugin works without WhatsApp Business API or any external service and does not require recurring subscriptions.

Key Features

• Floating WhatsApp click-to-chat button
• Lead capture forms with custom fields
• Centralized lead management dashboard
• Kanban-style pipeline with drag and drop
• Team member assignment and collaboration
• Client login portal using shortcode
• Internal requests and task tracking
• Email notifications for lead activity
• CSV export for lead data
• Fully self-hosted within WordPress

Lead Management & Kanban Pipeline

• Automatically store WhatsApp inquiries as leads
• Default stages: New, Contacted, Qualified, Converted, Closed
• Create and customize pipeline stages
• Drag leads between stages visually
• Filter leads by assignee, date, or status
• Add notes and track lead activity

Team Collaboration

• Assign leads to WordPress users
• Create internal requests with statuses
• Track pending and completed actions
• Separate dashboards for team members
• Non-admin users only see assigned leads

Client Portal

• Client access via shortcode
• View lead details and requests
• Reply to messages and update request status
• Upload attachments
• Activity timeline for transparency

Customization

• Button position (left or right)
• Custom colors and icons
• Tooltip and welcome message
• Multiple forms per website
• Custom CSS support
• Compatible with all WordPress themes

Notifications

• Email notification on new lead
• Email alerts for assignments
• Status change notifications
• Notification toggles per event

Technical Details

• No WhatsApp API required
• No external SaaS dependency
• Uses WordPress coding standards
• Secure role and capability checks
• AJAX-based admin interface
• Data remains in database on deactivation

Requirements

• WordPress 5.8 or higher
• PHP 7.4 or higher
• MySQL 5.6 or higher

nstructions

Installation

1. Download the plugin ZIP file from Codester.
2. Log in to your WordPress admin panel.
3. Go to Plugins → Add New → Upload Plugin.
4. Upload the ZIP file and click Install Now.
5. Activate the plugin after installation.

Initial Setup

1. Open WhatsApp CRM from the WordPress admin menu.
2. Enter your WhatsApp number in the settings.
3. Configure basic options such as button position and appearance.
4. Save the settings.

Create a Lead Capture Form

1. Go to Forms → Add New.
2. Add required fields (name, phone, email, message, or custom fields).
3. Save the form.
4. Assign the form to the floating WhatsApp button or use it via shortcode.

Enable WhatsApp Button

• Use the built-in floating button (left or right).
• Or insert a form/button using shortcode on any page or post.

Manage Leads

1. Open Leads Dashboard from the admin panel.
2. View all captured leads with filters and search.
3. Open a lead to add notes, tags, or requests.
4. Move leads across stages using the Kanban board.

Kanban Pipeline

• Default stages are pre-configured.
• Leads can be dragged and dropped between stages.
• Filter leads by assignee, date, or status.

Team Assignment

1. Assign leads to WordPress users.
2. Create internal requests with statuses.
3. Assigned users can view and manage only their leads.

Client Portal

1. Create a page in WordPress.
2. Add the shortcode:

   [wcrm_client_portal]
   
   
   
   

3. Clients can log in to view requests, reply, and update statuses.

Notifications

• Enable or disable email notifications from settings.
• Notifications are available for new leads, assignments, and status changes.

Data & Deactivation

• All lead data is stored in the WordPress database.
• Deactivating the plugin does not delete data.
• Data can be exported in CSV format from the dashboard.