WhatsApp CRM Lead Logger

Stop losing WhatsApp leads in chat history. Capture every inquiry, organize them in a visual Kanban pipeline, and close more deals — all from your WordPress dashboard.

No WhatsApp API Required: Unlike complex solutions that require Business API approval and monthly fees, our plugin works with any WhatsApp number. Zero external dependencies, zero recurring costs.

🎯 Perfect For

Service Businesses: Consultants, agencies, freelancers handling inquiries via WhatsApp
E-commerce: Pre-sales questions and customer support
Real Estate: Property inquiries and lead tracking
Local Businesses: Restaurants, salons, clinics with appointment requests

💬 How It Works

Visitor clicks WhatsApp button on your site
Lead form appears — captures name, email, phone, and custom fields
Data is saved as a structured lead in your WordPress database
WhatsApp opens with pre-filled message for the customer
You manage the lead through your CRM dashboard

📋 Kanban Pipeline

Visual lead management inspired by tools like Trello and Pipedrive:

Default Stages: New → Contacted → Qualified → Converted → Closed
Drag and drop leads between stages
Create custom stages for your workflow
Filter by assignee, date range, or status
Color-coded priority levels
Quick actions: call, email, WhatsApp directly from card

👥 Team Collaboration

Built for teams, not just solo users:

Assign leads to any WordPress user
Team members only see their assigned leads
Internal notes and activity logs per lead
Task/request system with status tracking
Email notifications for assignments and updates

🚪 Client Portal

Let your clients track their own requests:

Add portal anywhere with [wcrm_client_portal] shortcode
Clients log in to view their lead status
Two-way messaging within the portal
File attachment support
Full activity timeline

🎨 Fully Customizable Button

Position: bottom-left or bottom-right
Custom icon and colors
Welcome message and tooltip text
Show/hide on specific pages
Mobile-specific settings
Custom CSS for pixel-perfect styling

📊 Forms & Data

Multiple forms per website
Custom fields (text, dropdown, checkbox, file upload)
Required/optional field settings
Form analytics and conversion tracking
CSV export for all lead data
GDPR-friendly: data stays in your database

🔔 Smart Notifications

Email alert on new lead
Notification when assigned a lead
Status change alerts
Daily/weekly digest option
Per-event toggle controls

⚙️ Technical Specs

WhatsApp API	Not required
External Services	None (fully self-hosted)
Admin Interface	AJAX-powered (no page reloads)
Data on Uninstall	Preserved (optional cleanup)
Multisite	Compatible

📋 Requirements

WordPress 5.8 or higher
PHP 7.4+
MySQL 5.6+
WhatsApp installed on your phone (personal or business)

🎁 What's Included

Full plugin with all features
Documentation with video tutorials
6 months of updates
Email support

WhatsApp CRM Lead Logger

Key Features

Description