=== Celerate - Lead Management & Follow-up Tracker ===
Contributors: jameschaya
Tags: leads, crm, follow up, reminders, contacts
Requires at least: 6.0
Tested up to: 6.9
Requires PHP: 7.4
Stable tag: 0.1.0
License: GPLv3
License URI: http://www.gnu.org/licenses/gpl-3.0.txt

Turn every inquiry into action. Log leads, track follow-ups, and stay on top of your pipeline with lightweight reminders inside WordPress.

== Description ==

**Celerate** is a focused, lightweight lead manager that lives directly in your WordPress admin.

Instead of a heavy CRM, Celerate gives you just what you need to stay on top of follow-ups:

- **Simple lead list** with name, status, source, and follow-up date.
- **Action-oriented dashboard** showing overdue and recent leads.
- **Email and in-dashboard reminders** so you never miss a follow-up.
- **Manual, privacy-friendly workflow** (no tracking scripts or forms required).

Use Celerate when:

- You receive inquiries (contact form, email, phone, in-person) and want a simple way to track them.
- You want a repeatable process to follow up with leads on time.
- You prefer to keep data inside your WordPress database instead of a third-party SaaS.

This plugin does **not** add public-facing forms or front-end widgets. It is designed as an admin-only tool for you and your team.

== Features ==

- **Dedicated Celerate dashboard**
	- See total leads and overdue follow-ups at a glance.
	- Quickly access recent leads and jump into editing.

- **Lead management**
	- Add, edit, and delete leads from a custom list table.
	- Track name, email, phone, status, source, follow-up date, and notes.
	- Filter and search leads by multiple columns.

- **Follow-up reminders**
	- Daily cron-based reminders for due and overdue leads.
	- Inline reminder banner in the admin for quick access.
	- Clear leads as you complete follow-ups.

- **Designed for teams**
	- Respects WordPress capabilities; only authorized users can manage leads.
	- Works alongside your existing forms or contact channels (Integrations coming soon).

== Installation ==

1. Upload the `wp-follow-up` folder to the `/wp-content/plugins/` directory, or install via the WordPress Plugins screen.
2. Activate the plugin through the **Plugins** screen in WordPress. The plugin appears as **Celerate - Lead Management & Follow-up Tracker**.
3. In the WordPress admin, go to **Celerate → All Leads** to start adding leads.
4. Set follow-up dates on your leads. A daily cron event will handle reminders for due and overdue leads.

== Usage ==

=== Adding a lead ===

1. Go to **Celerate → Add New Lead**.
2. Enter the lead’s details:
	- Name (required)
	- Email and/or phone
	- Source (e.g. website, referral, event)
	- Status (e.g. new, in progress, won, lost)
	- Follow-up date (when you want to be reminded)
	- Internal notes
3. Click **Add Lead**.

=== Managing leads ===

- Navigate to **Celerate → All Leads** to see the list table.
- Use the bulk actions and row actions to edit or delete leads.
- Use the search box to quickly find a specific lead.

=== Follow-ups and reminders ===

- Daily cron event to check for due and overdue leads.
- Reminders can be seen via email and an in-dashboard notice, depending on your configuration and other plugins.
- When you complete a follow-up, update the lead’s status or follow-up date so it no longer appears as overdue.

== Frequently Asked Questions ==

= Does this plugin add a public contact form? =

No. Celerate focuses on internal lead management and follow-up tracking inside the WordPress admin. You can continue using any contact form plugin or external tool you like.

= Where are leads stored? =

Leads are stored in a custom database table inside your WordPress database. No data sent to external services by default.

= How do reminders work? =

The plugin registers a daily WordPress cron event that checks for leads with follow-up dates due or overdue. Reminders are surfaced in the admin and via email.

== Changelog ==

= 0.1.0 =
* Initial release.

== Upgrade Notice ==

= 0.1.0 =
Initial release of Celerate