Title: Neyatek CRM
Author: fahadtk
Published: <strong>2026 年 7 月 19 日</strong>
Last modified: 2026 年 7 月 22 日

---

搜尋外掛

![](https://ps.w.org/neyatek-crm/assets/banner-772x250.png?rev=3617367)

![](https://ps.w.org/neyatek-crm/assets/icon-256x256.png?rev=3617367)

# Neyatek CRM

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

[下載](https://downloads.wordpress.org/plugin/neyatek-crm.1.1.0.zip)

 * [詳細資料](https://tw.wordpress.org/plugins/neyatek-crm/#description)
 * [使用者評論](https://tw.wordpress.org/plugins/neyatek-crm/#reviews)
 *  [安裝方式](https://tw.wordpress.org/plugins/neyatek-crm/#installation)
 * [開發資訊](https://tw.wordpress.org/plugins/neyatek-crm/#developers)

 [技術支援](https://wordpress.org/support/plugin/neyatek-crm/)

## 外掛說明

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.

## 螢幕擷圖

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## 安裝方式

 1. Download the `neyatek-crm` plugin from the WordPress plugin directory.
 2. Activate the plugin through the ‘Plugins’ menu in WordPress.
 3. Access the CRM under the ‘Neyatek CRM’ menu in your dashboard.

## 常見問題集

### 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.

## 使用者評論

這個外掛目前沒有任何使用者評論。

## 參與者及開發者

以下人員參與了開源軟體〈Neyatek CRM〉的開發相關工作。

參與者

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

[將〈Neyatek CRM〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/neyatek-crm)

### 對開發相關資訊感興趣？

任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/neyatek-crm/)、
查看 [SVN 存放庫](https://plugins.svn.wordpress.org/neyatek-crm/)，或透過 [RSS](https://plugins.trac.wordpress.org/log/neyatek-crm/?limit=100&mode=stop_on_copy&format=rss)
訂閱[開發記錄](https://plugins.trac.wordpress.org/log/neyatek-crm/)。

## 變更記錄

#### 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.

## 中繼資料

 *  版本 **1.1.0**
 *  最後更新 **2 天前**
 *  啟用安裝數 **少於 10 次**
 *  WordPress 版本需求 ** 5.0 或更新版本 **
 *  已測試相容的 WordPress 版本 **7.0.2**
 *  PHP 版本需求 ** 7.2 或更新版本 **
 *  語言
 * [English (US)](https://wordpress.org/plugins/neyatek-crm/)
 * 標籤:
 * [Contact List](https://tw.wordpress.org/plugins/tags/contact-list/)[crm](https://tw.wordpress.org/plugins/tags/crm/)
   [lead tracking](https://tw.wordpress.org/plugins/tags/lead-tracking/)[settings](https://tw.wordpress.org/plugins/tags/settings/)
 *  [進階檢視](https://tw.wordpress.org/plugins/neyatek-crm/advanced/)

## 評分

這個項目尚無任何評論記錄。

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

[查看全部使用者評論](https://wordpress.org/support/plugin/neyatek-crm/reviews/)

## 參與者

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

## 技術支援

使用者可在技術支援論壇提出意見反應或使用問題。

 [檢視技術支援論壇](https://wordpress.org/support/plugin/neyatek-crm/)