內容簡介
Neyatek CRM 是一款輕量級的 WordPress 外掛，旨在簡化、快速且安全地追蹤潛在客戶。專為網站管理員和編輯設計，幫助管理團隊分配、捕捉審計歷史記錄、自動檢測重複項目，並顯示基於卡片的績效分析儀表板。
【主要功能】
• 私有自訂文章類型 (neyatek_lead) 確保數據安全
• 設定面板可自訂地區和產品/服務下拉選單
• 自動記錄創建者、創建日期及最後操作時間戳
• HSL 專屬狀態行顏色編碼（新、感興趣、跟進等）
• 潛在客戶優先級別（高、中、低）及視覺徽章顯示
• 整合點擊通話和 WhatsApp 聊天網址
外掛標籤
開發者團隊
原文外掛簡介
Neyatek CRM is a lightweight WordPress plugin designed to keep lead tracking simple, fast, and secure. Built exclusively for site administrators and editors, it helps manage team allocations, capture audit history logs, detect duplicates automatically, and display card-based performance analytics dashboards.
Key Features:
* Private Custom Post Type (neyatek_lead) ensures data security and sovereignty.
* Settings Panel to customize choices for Regions and Products/Services dropdowns.
* Automatic creator, created date, and last action timestamp logging.
* HSL-tailored status row color-coding (New, Interested, Follow-up, Not Interested, Converted, Lost).
* Lead Priority Levels (High, Medium, Low) with visual badge displays on the table.
* Integrated Click-to-Call and WhatsApp chat URLs with pre-filled lead details.
* Serialization based Audit History Log for full accountability.
* Debounced AJAX-powered duplicate finder.
* Interactive Analytics Dashboard showcasing total leads, conversions, conversion rate, staff leaderboard, and progress charts for Leads by Source, Priority, and Interested Products.
