Title: Neyatek CRM
Author: fahadtk
Published: <strong>July 19, 2026</strong>
Last modified: July 19, 2026

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# Neyatek CRM

 By [fahadtk](https://profiles.wordpress.org/fahadtk/)

[Download](https://downloads.wordpress.org/plugin/neyatek-crm.zip)

 * [Details](https://wordpress.org/plugins/neyatek-crm/#description)
 * [Reviews](https://wordpress.org/plugins/neyatek-crm/#reviews)
 *  [Installation](https://wordpress.org/plugins/neyatek-crm/#installation)
 * [Development](https://wordpress.org/plugins/neyatek-crm/#developers)

 [Support](https://wordpress.org/support/plugin/neyatek-crm/)

## Description

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.

## Installation

 1. Upload the `neyatek-crm` folder to the `/wp-content/plugins/` directory.
 2. Activate the plugin through the ‘Plugins’ menu in WordPress.
 3. Access the CRM under the ‘Neyatek CRM’ menu in your dashboard.

## FAQ

### Who can access this plugin?

Only users with `edit_others_posts` permissions (typically Administrators and Editors)
can access the dashboard and endpoints.

### Where is lead data stored?

All data stays securely stored in your local WordPress database, utilizing the native
metadata APIs.

### How do I configure Regions and Products?

Go to the ‘Settings’ submenu under ‘Neyatek CRM’ to define one choice per line for
Regions and Products/Services.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Neyatek CRM” is open source software. The following people have contributed to 
this plugin.

Contributors

 *   [ fahadtk ](https://profiles.wordpress.org/fahadtk/)

[Translate “Neyatek CRM” into your language.](https://translate.wordpress.org/projects/wp-plugins/neyatek-crm)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/neyatek-crm/), check
out the [SVN repository](https://plugins.svn.wordpress.org/neyatek-crm/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/neyatek-crm/) by
[RSS](https://plugins.trac.wordpress.org/log/neyatek-crm/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.1.0

 * Added Export and Import functionalities in Neyatek CRM settings page with client-
   side RFC-4180 compliant CSV parser and fuzzy header matcher.
 * Implemented AJAX batching (50 rows per chunk) for importing large datasets.
 * Added follow-up reminder alerts, WP-Cron checks, Reminders submenu, and bubble
   notification counts.
 * Added Leads Archive system (custom post status, Edit Modal ‘Archive’ action, 
   table status filter views, and list restore action).
 * Added Settings page panel for custom Regions and Products list management.
 * Added Email input validations on client and REST server.
 * Added Priority Level dropdown and color-coded table badges.
 * Added leads groupings on the Analytics Dashboard by Priority and Interested Products.
 * Fixed menu conflicts: removed default position parameter to prevent overlapping
   with other menus like Theme Settings.
 * Fixed transient cache clearance CSRF vulnerabilities by enforcing security nonces
   on manual flushes.

#### 1.0.0

 * Initial release. Includes CPT registration, List Table views, REST API controller,
   AJAX duplicate check, and Chart.js analytics dashboard.

## Meta

 *  Version **1.1.0**
 *  Last updated **2 days ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 5.0 or higher **
 *  Tested up to **7.0.2**
 *  PHP version ** 7.2 or higher **
 * Tags
 * [Contact List](https://wordpress.org/plugins/tags/contact-list/)[crm](https://wordpress.org/plugins/tags/crm/)
   [lead tracking](https://wordpress.org/plugins/tags/lead-tracking/)[settings](https://wordpress.org/plugins/tags/settings/)
 *  [Advanced View](https://wordpress.org/plugins/neyatek-crm/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/neyatek-crm/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/neyatek-crm/reviews/)

## Contributors

 *   [ fahadtk ](https://profiles.wordpress.org/fahadtk/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/neyatek-crm/)