Overview
HOW IT WORKS: 1. Form Lead Capture: Listens to WordPress form hooks (Kadence, WPForms, Contact Form 7), logging lead data, referrer, URL source, and user-agent. 2. Native WP CRM: Manages lead records inside custom WP database tables with a Kanban board (New, Contacted, Qualified, Proposal Sent, Won, Lost), notes, tasks with due dates, and WP user owner assignments. 3. Multi-Provider AI Nurturing: Connects to OpenAI, Claude, Gemini, DeepSeek, OpenRouter, or local Ollama to generate AI Lead Summaries, Suggested Next Actions, Context-Aware Email Drafts, 1-100 Lead Scoring, and Multi-Step Nurture Plans. 4. Human-in-the-Loop Safety: AI creates drafts and insights, but all emails require human review before sending.
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