RayEtun CRM – Sales Pipeline & Lead Management
| 开发者 | rayetun |
|---|---|
| 更新时间 | 2026年9月17日 12:36 |
| 捐献地址: | 去捐款 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- 💾 Own your data. Every contact, deal, task, and note is stored in your own database. No third-party cloud, no vendor lock-in, no row-count surcharges.
- 🧲 Pipeline-first. A fast, drag-and-drop Kanban board is the heart of the product; see every deal and move it through your stages in seconds.
- 🪶 Lightweight. The CRM runs as a self-contained app in wp-admin and adds zero front-end JavaScript to your public pages, so your site stays fast.
- 🧩 Modular. Turn optional features on or off under Settings → Modules to keep the admin lean. Switching a module off hides it everywhere but never deletes your data.
- ♿ Accessible. The admin app is keyboard-operable end to end, with managed focus, a focus-trapped and Escape-closable slide-over pattern, visible focus rings, and reduced-motion support.
- 🔌 Extensible. A documented hooks and filters layer lets add-ons extend the CRM without editing core.
- ♾️ Unlimited contacts with custom fields, tags, notes, and a full activity timeline
- 🏢 Companies, lead status, source, and owner on every record
- ⚡ Fast search, sortable columns, status filters, and saved filter views
- 🧮 At-a-glance summary tiles on each contact: lead score, status, and lifetime value
- 📬 Per-contact email subscription status; sending from the CRM respects an unsubscribed contact
- ☑️ Bulk actions: set status, add tags, delete
- 📥 CSV import (with column mapping and duplicate handling) and CSV export
- 🟦 Drag-and-drop Kanban board with colour-coded stages, or open a deal and change its stage from the keyboard
- 💼 Deal records with value, currency, expected close date, probability, and linked contacts
- 📈 Per-stage totals and a pipeline analytics bar: open value, win rate, average days to close, revenue won this month
- ⏱️ Days-in-stage tracking on every deal card
- 📝 A native, server-rendered lead form via the
[rayetun_crm_form]shortcode and a RayEtun CRM Lead Form block, with no front-end JavaScript, a spam honeypot, and customisable fields right in the block editor - 🔗 Automatic UTM/source tracking captured from the landing page
- 🔌 Auto-capture from Contact Form 7, WPForms, and Fluent Forms: submissions become contacts with the message and source recorded
- 🌡️ Static lead scoring from form submissions, with Cold / Warm / Hot / Very Hot heat indicators and a daily score-decay routine
- ✅ Tasks and reminders with types, priorities, due dates, contact links, an overdue badge, and a due-today email reminder
- ✉️ Email logging (every message to a known contact lands on their timeline) and 1-to-1 send-from-CRM with reusable templates and merge tags such as
{{first_name}}
- 📊 A dashboard with leads this week, open pipeline value, revenue this month, hot leads, pipeline value by stage, quick-action shortcuts, and a recent-activity feed
- 📉 Reports: contacts added over time, lead-source breakdown, and pipeline conversion, each exportable to CSV
- 🖊️ Charts are hand-drawn inline SVG with
role="img"labels and a text legend; no charting library loaded
- 🧾 New paid orders create or update the buyer as a contact, tagged Customer
- 💳 Purchase history (orders and total spent) shown on the contact record
- 🏆 High-value orders can auto-create a won deal in your pipeline
- Contact Form 7, WPForms, and Fluent Forms (lead auto-capture)
- WooCommerce (order sync and purchase history)
- The WordPress block editor (native Lead Form block) and any theme
- Existing WordPress roles; no custom roles created
安装:
- Upload the plugin to
/wp-content/plugins/, or install it through the Plugins screen in WordPress. - Activate the plugin through the Plugins screen.
- Open RayEtun CRM from the admin menu. A short welcome walkthrough helps you get started.
- Add the
[rayetun_crm_form]shortcode (or the RayEtun CRM Lead Form block) to a page to start capturing leads.
屏幕截图:
常见问题:
🔒 Does my data leave my server?
No. All CRM data lives in your own WordPress database, and the plugin makes no external calls of any kind. Nothing is sent to us or to any third party.
🔌 Which form plugins are supported?
Contact Form 7, WPForms, and Fluent Forms are auto-detected; submissions become contacts automatically. There is also a built-in native form (shortcode and block). More integrations are added in future updates.
👣 Does it track my visitors?
No. The free plugin adds zero front-end JavaScript to your public pages and does not track anonymous visitors. Lead scoring is based on form submissions only.
🛒 Does it work with WooCommerce?
Yes. When WooCommerce is active, paid orders sync the customer into the CRM with their purchase history, and can create a deal automatically. If you don't use WooCommerce, the module stays inactive.
🧩 Can I turn features off I don't use?
Yes. Go to Settings → Modules and switch the Sales pipeline, Lead capture forms, Tasks, Email, or WooCommerce sync on or off. Your data is preserved either way.
♿ Is it accessible?
Yes. The admin app is keyboard-operable throughout: the Kanban cards, tables, and slide-over dialogs are reachable and operable with the keyboard, focus is moved into and trapped within dialogs (Escape closes them and returns focus), a visible focus ring is shown, and animations respect prefers-reduced-motion.
⚡ Will it slow down my site?
No. The CRM runs in the WordPress admin as a self-contained app; your public pages get only a small stylesheet when you place the native lead form, and no JavaScript.
♻️ What happens if I uninstall RayEtun CRM?
Everything is removed cleanly: all of the plugin's custom database tables are dropped, its options and per-user settings are deleted, and the capabilities it granted to your roles are removed. Deleting the plugin removes your CRM data, so export anything you want to keep first. (Deactivating, as opposed to deleting, leaves your data untouched.)
🚀 Is there a Pro version?
This free plugin is fully functional with no locked features or usage caps. A separate Pro add-on is planned that would add new capabilities: behavioural lead scoring, automation and sequences, a client portal, multisite management, and an external API. It bundles no premium SDK.
💬 Get Support
Post in the WordPress.org support forum.
更新日志:
- Initial release.
- Contacts with custom fields, tags, notes, activity timeline, saved views, summary tiles, per-contact email subscription status, bulk actions, and CSV import/export.
- Visual drag-and-drop sales pipeline with deals, stage totals, and a pipeline analytics bar.
- Native lead form (shortcode + customisable block) with UTM tracking, plus Contact Form 7, WPForms, and Fluent Forms auto-capture.
- Static lead scoring with heat indicators, tasks and reminders, email logging, and send-from-CRM with templates and merge tags.
- Dashboard with quick actions and CSV-exportable reports (contacts over time, lead sources, pipeline conversion).
- WooCommerce order sync with purchase history and auto-deals.
- Settings → Modules to switch optional features on or off, with always-on core areas.
- Accessibility pass: keyboard-operable Kanban, tables, and dialogs; focus trap and Escape on slide-overs; visible focus rings; reduced-motion support.
- Clean uninstall: drops all custom tables, options, per-user meta, and granted capabilities.