Documentation & Technical Manual

Please review the minimum and recommended server configuration settings required to run Dreams CRM smoothly:

Dreams CRM adheres strictly to PSR-4 autoloading standards under the root PHP namespace Dreams\CRM\. The file organization is structured as follows:

wp-content/plugins/dreams-crm/
├── admin-app/                  # React 19 TypeScript Single Page App source
│   ├── build/                  # Production compiled JS/CSS asset bundle
│   └── src/
│       ├── components/         # UI Component Views (Dashboard, Contacts, Kanban, Graph)
│       ├── hooks/              # Custom React hooks & state helpers
│       ├── store/              # Redux Toolkit Slices & RTK Query REST endpoints
│       ├── utils/              # Client-side utility functions & formatters
│       ├── types.ts            # TypeScript interfaces & entity definitions
│       └── index.tsx           # React SPA Root Entrypoint
├── assets/                     # Enqueued frontend & admin styles/scripts
│   ├── css/                    # Global admin CSS & layout styles
│   └── js/                     # Beacon tracker & frontend scripts
├── includes/                   # PHP Backend Core (PSR-4 Namespace: Dreams\CRM\)
│   ├── admin/                  # Admin setup wizard & UI controllers
│   ├── cli/                    # WP-CLI commands (wp dreams-crm seed)
│   ├── core/                   # Activator, Deactivator, EventBus, Permissions
│   ├── entities/               # Contacts, Companies, Leads, Deals, Tasks, Notes
│   ├── integrations/           # CF7 form ingestion & WooCommerce core bridge
│   ├── modules/                # Deduplication merge engine & business modules
│   ├── rest/                   # WP REST API Routes & 20+ REST Controllers
│   ├── services/               # Seeder, Scoring, Dedup, Email Queue, Import/Export
│   ├── settings/               # System configuration & setting registries
│   └── woo-suite/              # Checkout Field Builder, Quick Cart & Product Compare
├── languages/                  # Translation POT/PO/MO files (i18n)
├── tests/                      # Automated unit & integration test suites
├── composer.json               # Composer dependencies & PSR-4 autoload rules
├── package.json                # React 19 & TypeScript npm dependencies
├── phpcs.xml                   # WordPress Coding Standards (WPCS) ruleset
├── uninstall.php               # Plugin cleanup & table drop handlers
└── dreams-crm.php              # Main Plugin Bootstrap File

Dreams CRM is engineered to automate and streamline every phase of the customer journey, from initial prospect capture to long-term account retention. Below is the standard operational lifecycle executed across the 20+ interconnected modules:

1. Log into your WordPress Admin Dashboard (/wp-admin).
2. Navigate to Plugins → Add New → Upload Plugin.
3. Select the dreams-crm.zip installation archive and click Install Now.
4. Click Activate Plugin. The 52 custom SQL database tables will automatically seed via dbDelta.
5. Access the main CRM interface from the new Dreams CRM left sidebar menu item.

1. Unzip dreams-crm.zip on your local computer.
2. Open your FTP client (FileZilla, Cyberduck) and connect to your web server.
3. Upload the unzipped dreams-crm/ folder into /wp-content/plugins/.
4. Log into WP Admin, navigate to Plugins → Installed Plugins, and click Activate next to Dreams CRM.

Dreams CRM includes a built-in relational demo data seeder engine that automatically populates all CRM modules (Contacts, Companies, Leads, Deals, Invoices, Projects, Tasks, Sales Funnels, A/B Tests, Campaigns, and Activity Streams) with realistic, fully mapped sample records for immediate evaluation.

1. In WP Admin, navigate to Dreams CRM and click the Settings button in the top navigation bar.
2. Select the Data Retention tab from the settings menu bar.
3. Under Seed Developer Demo Data, select your preferred record count per module (10, 20, 50, or 100 records) and click the Seed Demo Records / Module button. Seeding imports connected records across all modules with full relational mapping.
4. Alternatively, trigger seeding via WP-CLI: wp dreams-crm seed (or specify count: wp dreams-crm seed --count=20, wp dreams-crm seed --count=50, wp dreams-crm seed --count=100).

The Executive Dashboard serves as the central command center for Dreams CRM, fetching real-time aggregated metrics asynchronously via GET /wp-json/dreams-crm/v1/dashboard/kpis with sub-50ms render speed.

Figure 3.1: Dreams CRM Executive Dashboard Panel embedded inside WP Admin.

Widget Specifications & Analytics Data Models

User Operational Guide: Navigating the Executive Dashboard

The Contacts Directory serves as the single source of truth for individual customer profiles, prospects, and stakeholders. Stored in the dedicated SQL table wp_dcrm_contacts, it provides sub-second debounced searching, lifecycle stage tracking, custom field values, and comprehensive bulk batch management.

Figure 3.2: Dreams CRM Contacts Directory Interface.

Step-by-Step User Guide: How to Manage Contacts

Database Schema Specification: wp_dcrm_contacts

Stores corporate organization accounts in wp_dcrm_companies. Supports B2B account-based management, corporate domain tracking, employee size banding, annual revenue estimation, and parent/subsidiary account linking.

Figure 3.3: Companies Directory & Organization Profiles.

Step-by-Step User Guide: How to Manage B2B Accounts

Firmographic Account Attributes

The Sales Pipeline module provides dual interfaces: an Inbound Leads Directory table and a multi-pipeline Drag & Drop Deals Kanban Board. It enables sales teams to manage opportunities from initial prospect acquisition through stage qualification to deal closure.

Figure 3.4a: Inbound Leads Pipeline & Qualification Manager.

Figure 3.4b: Deals Drag & Drop Kanban Board.

Step-by-Step User Guide: Managing Pipelines & Deals

Kanban Stage Mechanics & Optimistic UI Updates

Dragging a deal card across stage columns triggers an immediate optimistic UI update. If the API request succeeds, a success notification fires; if it fails, RTK Query automatically rolls back the deal card position.

// Optimistic RTK Query stage transition handler snippet
const [moveDeal] = useMoveDealMutation();
const handleDragEnd = async (dealId, targetStageId) => {
  try {
    await moveDeal({ id: dealId, stage_id: targetStageId }).unwrap();
    toast.success('Deal stage updated successfully');
  } catch (err) {
    toast.error('Stage transition failed. Rolling back...');
  }
};

Dreams CRM features a full-featured, enterprise-grade invoicing and payment collection engine. Stored in wp_dcrm_invoices and wp_dcrm_inv_items, it provides multi-currency billing, custom tax rate calculation, line item pricing calculators, printable PDF export, and direct linking across Contacts, Companies, and Deals.

Figure 3.5: Dreams CRM Invoicing & Financial Billing Engine.

Step-by-Step User Guide: Creating & Dispatching Invoices

Core Financial Capabilities & Accounting Architecture

Invoice Database Entity Structure

The Custom Fields Engine enables administrators to extend Contacts, Companies, Leads, and Deals without modifying PHP code. Definitions are stored in wp_dcrm_custom_fields and values use an EAV model in wp_dcrm_custom_field_values.

Figure 3.6: Dreams CRM Dynamic Custom Fields Configuration.

Step-by-Step User Guide: Creating & Deploying Custom Fields

Supported Custom Field Input Types

Dreams CRM includes an enterprise-grade Role-Based Access Control (RBAC) engine. Capabilities are stored in wp_dcrm_roles_meta and enforced both in PHP REST controllers and client-side React routes.

Figure 3.7: User Roles & Granular RBAC Matrix Manager.

Step-by-Step User Guide: Configuring Roles & Permissions

52 Granular Capability Permission Flags

The Relationship Graph visualizes complex interconnections between Contacts, Companies, and Deals on an interactive SVG canvas stored in wp_dcrm_relationships.

Figure 3.8: Interactive Relationship Node Canvas Graph.

Step-by-Step User Guide: Navigating the Relationship Canvas

Supported Entity Link Relationship Types

• works_at — Links a Contact node to an employer Company node.
• decision_maker — Designates a Contact as a key stakeholder on a Deal opportunity.
• referred_by — Tracks peer-to-peer customer referral links between Contacts.
• associated_with — Connects external vendor or subsidiary accounts.

Automates lead prioritization and database hygiene using customizable scoring rules, activity event weightings, and Levenshtein-distance fuzzy matching algorithms.

Predictive Scoring Rule Engine

• Email Engagement: +5 points per click, +2 points per open.
• Form Submissions: +15 points for Contact Form 7 lead form submissions.
• Demographic Matching: +25 points for corporate domain matching.
• Inactivity Decay: Automatically degrades score by 10% after 30 days of continuous inactivity.

Step-by-Step User Guide: Running Deduplication & Merging Records

The A/B Split Testing & Sales Funnel module empowers growth and marketing teams to configure multi-variant experiments, track step-by-step conversion drop-offs, and monitor conversion metrics directly inside WordPress.

Figure 3.10: Dreams CRM A/B Split Testing & Conversion Funnel Experiments.

Step-by-Step User Guide: Launching an A/B Test

Key Experimentation Features

Dispatches personalized HTML broadcast and drip campaigns to targeted segments. Manages templates in wp_dcrm_email_templates and processes delivery queues via wp_dcrm_email_queue and Action Scheduler for zero mail server throttling.

Figure 3.11: Dreams CRM Email Template Designer & Campaign Queue.

Step-by-Step User Guide: Designing Templates & Sending Campaigns

Key Campaign Capabilities & Features

• Visual HTML Template Designer: Craft mobile-responsive email layouts with live preview, dynamic personalization tokens ({{first_name}}, {{company_name}}, {{lead_score}}), and test email dispatcher.
• Automated Throttled Batch Dispatcher: Sends queued emails in batches of 50 via WP-Cron or Action Scheduler, preventing web host SMTP rate limits and blacklisting.
• Live Engagement Telemetry: Embeds transparent tracking pixels and tracked redirect hyperlinks to record open rates, clicks, and bounce diagnostics in real time.
• Dynamic Segment Resolution: Automatically resolves targeted recipient criteria (by contact stage, deal status, or custom tags) at send time.

Enables friction-free bulk data migration into and out of Dreams CRM. Supports Contacts, Companies, Leads, and Deals with intelligent column auto-detection, CSV/JSON file ingestion, and comprehensive backup exports.

Figure 3.12: Dreams CRM Bulk Import & Export Migration Interface.

Step-by-Step User Guide: Bulk Data Migration

Import & Export Workflow Capabilities

Connects Contact Form 7 submissions directly to Dreams CRM. Mail-tags (e.g. [your-name], [your-email]) are mapped to CRM fields in wp_dcrm_cf7_feeds with automatic background retry handling.

Figure 3.13: Contact Form 7 Field Mapping & Ingestion Manager.

Step-by-Step User Guide: Connecting CF7 Forms

Deduplication Strategies

1. Update Existing Record: Overwrites contact attributes if matching email address is found.
2. Skip Duplicate: Ignores incoming submission if contact already exists in wp_dcrm_contacts.
3. Create New Record: Always creates a new contact profile regardless of existing records.

Dreams CRM provides a centralized, reactive administration center that gives administrators complete command over system behavior, enabled workspace modules, sales pipeline definitions, dynamic lead scoring weights, master taxonomies, and transactional email transports.

The Settings Hub is organized into four core categories with real-time keyword search filtering:

3.14.1 Organization & Regional Preferences

Configures primary brand identity, legal organization details, corporate headquarters contacts, and financial localization standards. These settings automatically brand generated PDF invoices, customer notifications, and currency displays throughout the entire CRM.

Figure 3.14.1: Organization & Regional Preferences Configuration.

Key Configuration Options

Setting Field	Type / Format	Functional Description & System Impact
Company Name	string (required)	Legal corporate business name displayed on invoice headers, customer portals, and outbound email signatures.
Industry Sector	select dropdown	Primary operating vertical (e.g. Software & Technology, Healthcare, Manufacturing) used for default benchmarking.
Primary Contact Email	email string	Official organization contact address used as the default sender and return-path for CRM transactional notifications.
Primary Phone Number	tel string	Main corporate contact phone number printed on invoice footers and contact correspondence.
Currency Code & Symbol	select dropdown	Sets base operating currency (e.g. USD $, EUR €, GBP £, INR ₹, AUD $, CAD $, JPY ¥). Drives all financial valuations, pipeline deal totals, and invoice calculations.
Default Timezone	select dropdown	Standardized timezone (e.g. Asia/Kolkata, America/New_York, UTC) applied to activity timestamps, scheduled email broadcasts, and task deadlines.
Date Format	select dropdown	User-preferred date display format across tables and logs (e.g. Month Day, Year, DD/MM/YYYY, or YYYY-MM-DD).

3.14.2 Dreams CRM Modules Manager

The Module Manager delivers granular control over CRM feature sets. Administrators can selectively enable or disable individual modules to tailor the workspace to specific organizational workflows or streamline navigation for sales agents.

Figure 3.14.2: Dreams CRM Modular Feature Toggle Grid.

Non-Destructive Toggle Architecture: Disabling a module instantly hides corresponding sidebar menus and suspends background tasks for that feature, but preserves all database records, custom fields, and relational links in MySQL. Re-enabling a module immediately restores full operational state without data loss.

All 20 Configurable Modules

Module Name	Key Identifier	Functional Scope
Contacts Management	contacts	Core contact directory, notes, calls, communications log, and detail modals.
Prospect Leads & Kanban	leads	Lead qualification pipeline board, scoring badges, and convert-to-deal workflow.
Companies Directory	companies	Enterprise accounts directory, employee associations, and account profiles.
Deals & Sales Pipeline	deals	Multi-stage sales opportunity pipeline, win/loss probabilities, and revenue conversion.
Dynamic Custom Fields Manager	custom_fields	Cross-module dynamic custom field schemas, types (text, number, date, select), and validations.
Service Invoicing Engine	invoices	Manual line-item service billing, tax calculations, PDF generation, and overdue tracking.
Service Projects & Tasks	projects	Post-sale client delivery workspaces, milestone progress, linked task boards, and work logs.
Relationship Mapping Graph	relationships	Interactive visual SVG network graph canvas displaying multi-entity corporate hierarchies.
Contact Dedup & Merge Engine	dedup	Multi-pass duplicate scanner, fuzzy confidence scoring, and side-by-side record merge tools.
Activity Stream & Audit Log	activity	Append-only CRM event stream recording logins, record updates, exports, and stage changes.
Analytics & Reporting	reports	Executive visual charts, pipeline velocity, agent performance metrics, and exportable reports.
Revenue Attribution Engine	attribution	Storefront tracking beacon, first/last-touch campaign attribution, and WooCommerce revenue tie-back.
Sales & Marketing Funnels	funnels	Step-by-step visitor journey mapping, stage drop-off rates, and conversion bottlenecks.
A/B Split Testing	abtests	Landing page and campaign variant performance comparison with statistical win declaration.
Campaign Email Management	campaigns	Targeted audience rule-builder, scheduled broadcast dispatcher, and engagement tracking.
Central Email Templates	templates	Reusable responsive HTML email templates with dynamic merge tag personalization tokens.
Bulk Import & Export Data Manager	import_export	High-performance CSV/Excel batch migrator with auto-column matching and chunked execution.
User Management & Granular RBAC	users_roles	Custom role builder, 18+ capability matrix toggles, and user assignment permissions.
Contact Form 7 Integration Module	cf7_integration	Real-time form tag mapping, duplicate handling rules, and automatic lead creation.
WooCommerce Suite & Connect	woo_suite	Live store order stream, sales analytics, AJAX cart drawer, checkout customizer, and product compare.

3.14.3 Sales Pipelines & Stage Configuration

Tailors your sales cycles to match distinct operational processes. Administrators can configure multiple distinct pipelines (e.g. Inbound Sales, Enterprise Retainers, Partner Channels) and customize the exact sequence of deal stages.

Figure 3.14.3: Custom Sales Pipelines and Stage Outcome Flags.

Stage Capabilities & Won/Lost Outcome Flags

• Custom Stage Creation: Define customized deal steps (e.g. Lead Qualified ➔ Discovery Call ➔ Proposal Sent ➔ Negotiation ➔ Closed Won).
• Visual Stage Reordering: Click the Up and Down arrows to adjust stage ordering in the deal Kanban board and analytics funnels.
• Outcome Designators: Mark terminal stages explicitly with WON OUTCOME STAGE or LOST OUTCOME STAGE. When a deal reaches a designated Won or Lost stage:
  • The system automatically records the completion timestamp and computes cycle duration.
  • For lost deals, a prompt requests the specific Lost Reason for post-mortem reporting.
  • Pipeline conversion KPIs and win-rate charts update in real time.

3.14.4 Predictive Lead Scoring Rules Engine

The Lead Scoring Rules Engine dynamically evaluates prospect engagement and assigns points based on online behavior, store interactions, and campaign responses. It blends raw event weights with algorithmic Recency, Frequency, and Monetary (RFM) exponential decay mathematics.

Figure 3.14.4: Lead Scoring Event Triggers & Weight Customizer.

Standard Scoring Triggers

Event Trigger	Event Key	Default Weight	Scoring Description
Storefront / Page Visit	page_visit	+1.00 pt	Points awarded per tracked web page session visit captured via the beacon snippet.
Email Open	email_open	+2.00 pts	Points awarded when a prospect opens an outbound HTML campaign broadcast.
Email Link Clicked	email_click	+5.00 pts	Points awarded when a recipient clicks a tracked redirect hyperlink in an email.
Cart Abandoned	cart_abandonment	+8.00 pts	High-intent indicator awarded when a shopper leaves items in cart without completing checkout.
Order Placed	order_placed	+15.00 pts	Maximum engagement score awarded for completing a WooCommerce checkout transaction.

Lead Scoring Workflow Operations

• Custom Event Rules: Click + Add Custom Rule to define organization-specific triggers (e.g. Webinar Attended, Whitepaper Downloaded, or negative point penalties for Unsubscribes).
• Interactive Rule Testing: Click Test Trigger beside any rule to immediately simulate a live telemetry event against a contact profile and verify instant score recalculation.
• Batch Recalculation: Clicking Recalculate Scores launches a background worker that re-evaluates all historical events against updated rule weights across the entire database.

3.14.5 Dictionary, Taxonomies & Master Registries

Standardizes data entry across your sales and support teams. By defining central lookup tables, Dreams CRM eliminates typos, ensures consistent dropdown selections, and enables structured analytics across all CRM modules.

Figure 3.14.5a: Lead Sources Taxonomy Registry.

Figure 3.14.5b: Lost Deal Reasons Taxonomy Registry.

Supported System Taxonomies

Lead Sources

Track where prospects originate: Direct Call, Organic Search, Referral, Social Media, Website, and Paid Advertising.

Lost Deal Reasons

Understand why deals fail: Price Point Too High, Selected Competitor, Budget Frozen, Feature Gap, and Client Unresponsive.

Industries

Industry sector classification for company accounts: Software & Technology, Finance & Banking, Healthcare, Retail, etc.

Call Log Reasons

Categorize telephone interactions: Discovery Call, Demo Presentation, Contract Review, and Account Check-in.

Testimonials & FAQs

Maintain pre-approved client quotes and frequently asked objection-handling questions accessible within deal notes.

Geographic Locations

Relational three-tier hierarchy: Countries (with ISO-2 codes) ➔ States / Provinces ➔ Cities for cascading address fields.

3.14.6 Email Delivery & ESP Configuration

Dreams CRM features an enterprise SMTP and Email Service Provider (ESP) delivery engine designed to ensure 99%+ deliverability for marketing campaigns, invoice notifications, and lead alerts.

Figure 3.14.6: Email Delivery Settings & Instant SMTP Tester.

Supported Delivery Transports

• WordPress Default (wp_mail): Uses the web server's native sendmail daemon. Recommended only for local testing and lightweight notifications.
• Custom Authenticated SMTP: Connects to corporate mail servers, Google Workspace, Microsoft 365, or dedicated relays using TLS (Port 587) or SSL (Port 465).
• Cloud ESP Providers: Direct API / relay integration with high-volume deliverability engines: SendGrid Mailgun Amazon SES Postmark

Built-In SMTP Delivery Tester

Before launching live campaigns, verify that your SMTP credentials and DNS SPF/DKIM records are properly configured:

1. Enter your personal inbox in the Target Email Address field on the right-hand panel.
2. Click Send Test Broadcast.
3. Dreams CRM executes an immediate socket handshake, authenticates with the remote SMTP server, and delivers a diagnostic HTML test email with full header verification.

3.14.7 Data Retention, Seeding & Maintenance

Provides critical database maintenance tools for system administrators, staging environment developers, and staging sandbox onboarding.

Figure 3.14.7: Developer Demo Data Seeder and Safe Truncate Tool.

Seed Developer Demo Data

Populates realistic, interconnected test records into Contacts, Companies, Leads, Deals, Invoices, Projects, Tasks, and Activity Streams with full relational mapping.

Supported Quantities: 10, 20, 50, or 100 records per module with realistic names, enterprise companies, phone numbers, deal stages, and financials.

Truncate All CRM Records (Safe Purge)

Empties all contact records, companies, leads, invoices, deals, pipelines, and activity audit streams while strictly preserving database schemas, roles, permissions, custom field definitions, and global settings.

Requires an explicit admin confirmation dialog to prevent accidental data loss.

3.14.8 In-App REST API & Developer Hub

Developers can access an interactive REST API reference and live console directly within the Settings dashboard without opening external documentation or third-party API clients.

Figure 3.14.8: In-App Interactive REST API Specification & Console.

Developer Hub Highlights

• Interactive Endpoint Directory: Explore all available REST endpoints across Contacts, Companies, Deals, Invoices, Campaigns, and Webhooks with parameter descriptions and return schemas.
• Multi-Method Authentication Guide: Clear documentation for X-WP-Nonce cookie authentication for frontend JS apps and Application Passwords for external microservices, Zapier, and mobile integrations.
• WordPress Actions & Filters Reference: Complete listing of native WordPress hooks (e.g. dreams_crm_contact_created, dreams_crm_deal_stage_changed) enabling deep theme and plugin customization.

Integrates directly with WooCommerce storefront order tables. Synchronizes completed orders into wp_dcrm_woo_orders to calculate Customer Lifetime Value (LTV), Average Order Value (AOV), and customer retention cohort analytics.

Figure 4.1: Dreams CRM WooCommerce Sales Analytics Dashboard.

Step-by-Step User Guide: Analyzing Storefront Sales

Core E-Commerce Metrics & Formulas

The AJAX Quick Cart Drawer replaces traditional page-refresh WooCommerce cart redirects with a frictionless side drawer that slides out smoothly upon adding any product to cart. Built with vanilla JavaScript and custom REST API endpoints (/wp-json/dreams-crm/v1/cart/), it maintains real-time state synchronization with WooCommerce cart sessions without requiring full-page reloads.

Figure 4.2: Dreams CRM AJAX Quick Cart Drawer Interface.

Step-by-Step User Guide: Configuring the Quick Cart Drawer

Key Technical Capabilities & Features:

• Free Shipping Threshold Bar: Dynamic progress indicator calculated against active WooCommerce shipping zone rules (e.g. "Add $15.00 more to qualify for FREE Express Shipping!").
• 1-Click Coupon Application: AJAX discount input field allowing instant coupon code validation and subtotal recalculation inside the cart drawer.
• Cross-Sell Carousel: Embedded horizontal product slider recommending complementary products based on current cart items with 1-click add-to-cart capability.
• Quantity Adjuster & Real-Time Fragment Sync: Instant quantity increment counters (+ / -) operating via wc_fragment_refresh hooks without full page refreshes.
• Cart Retention Recovery Trigger: Automatically captures guest email inputs and queues pending cart sessions to wp_dcrm_abandoned_carts table for automated recovery email workflows.

Module Configuration Matrix

The Checkout Field Builder empowers store administrators to completely customize, reorder, add, or disable WooCommerce checkout fields through a visual drag-and-drop management panel inside WP Admin. It supports both classic WooCommerce checkout forms and modern Gutenberg WooCommerce Checkout Blocks.

Figure 4.3: Dreams CRM Checkout Field Builder Configuration Panel.

Step-by-Step User Guide: Customizing Checkout Fields

Key Technical Capabilities & Features:

1. Visual Drag-and-Drop Ordering Grid: Intuitively rearrange standard WooCommerce billing and shipping fields (First Name, Last Name, Company, Address, Phone, Email, Order Notes).
2. Custom Field Injection & CRM Mapping: Create custom checkout input fields (VAT / Tax ID, Business Registration, Preferred Delivery Date, Delivery Notes) and map field inputs directly to custom contact attributes in wp_dcrm_contact_meta.
3. Conditional Visibility & Logic Rules: Define display rules based on cart subtotal, shipping destination country, customer user role, or specific product categories present in order.
4. Field Validation & Regex Masking: Enforce required field rules, regex pattern matching (e.g. valid VAT formats, phone formatting), and custom field placeholder tooltips.
5. Filter Hook Compatibility: Hooks directly into WooCommerce checkout filter hooks (woocommerce_checkout_fields, woocommerce_billing_fields, woocommerce_shipping_fields) preserving full compatibility with gateway plugins.

Supported Input Field Types

The Dynamic Thank You Page Rules module replaces the generic WooCommerce order confirmation screen with intelligent, context-driven thank-you experiences. Merchants can configure granular conditional redirection rules, personalized post-purchase promotional banners, survey feedback forms, and exclusive cross-sell vouchers tailored to what the customer actually bought.

Figure 4.4: Dreams CRM Dynamic Thank You Page Rules & Customizer Interface.

Step-by-Step User Guide: Configuring Dynamic Thank You Rules

Key Capabilities & Conditional Triggers:

• Multi-Condition Rule Engine: Evaluate orders against parameters including payment gateway used (e.g. Stripe, PayPal, COD), total order value ranges, user membership role, shipping method, and product taxonomy/category matches.
• Custom Content Injection & Visual Blocks: Display personalized post-purchase video embeds, order-specific delivery instructions, customer survey widgets, or dynamic social sharing links.
• Dynamic Discount & Re-Order Coupon: Generate unique, time-limited discount coupon codes on the confirmation screen to incentivize repeat purchases within 24–48 hours.
• External Redirection or In-Page Replacement: Option to seamlessly replace native WooCommerce order-received templates or redirect high-value VIP customers to specialized dedicated landing pages.
• Order Meta Synchronization: Automatically logs rule triggers and customer survey feedback into wp_dcrm_activities and attaches details to the customer contact timeline.

Rule Trigger Evaluation Priority

The Product Compare Matrix provides buyers with a floating side-by-side comparison drawer, enabling them to select multiple WooCommerce items across catalog pages and compare technical specifications, prices, attributes, stock availability, and customer ratings in a clean tabular grid.

Figure 4.5: Dreams CRM Product Compare Matrix Panel.

Step-by-Step User Guide: Enabling & Managing Product Comparisons

Key Technical Capabilities & Features:

• Sticky Storefront Floating Dock: Persistent bottom dock bar showing current selected items for comparison, accessible from archive grids, shop pages, and single product views.
• Attribute Difference Highlight: Interactive toggle ("Highlight Differences") that isolates conflicting specs (e.g., CPU, RAM, Dimensions, Warranty) to assist buyers in evaluating competing product variations.
• LocalStorage & Session Persistence: Stores comparison lists in browser localStorage and customer session cookies so selected comparison items persist seamlessly across page navigations.
• 1-Click Purchase from Comparison: Direct Buy buttons inside comparison table headers enabling immediate purchase of evaluated items.
• Custom Attribute Schema Mapping: Configurable attribute selection allowing store managers to specify global attributes (e.g. pa_brand, pa_color, pa_size, pa_material) rendered in comparison grids.

Technical Performance Specifications

Dreams CRM features a decoupled, headless architecture powered by a high-throughput REST API under namespace dreams-crm/v1. Every action available in the React Single-Page Application is accessible to external developers, ERP systems, Zapier automations, and mobile clients.

Figure 5.1: Dreams CRM Interactive REST API Specification & Endpoint Explorer.

Authentication Mechanisms

Comprehensive REST Endpoint Directory

Sample Request: Create Contact Record

POST /wp-json/dreams-crm/v1/contacts HTTP/1.1
Host: yoursite.com
Content-Type: application/json
X-WP-Nonce: a1b2c3d4e5

{
  "first_name": "Alexander",
  "last_name": "Hamilton",
  "email": "alexander@treasury.gov",
  "phone": "+1-212-555-0177",
  "company_id": 14,
  "lifecycle_stage": "lead",
  "score": 45,
  "custom_fields": {
    "vat_number": "US-987654321",
    "budget": "$100,000"
  }
}

Unlike traditional WordPress CRM plugins that store records as Custom Post Types (CPTs) in wp_posts and wp_postmeta—causing severe database bloat and query timeouts beyond 10,000 rows—Dreams CRM operates on an isolated, dedicated database schema comprising 52 custom SQL tables with foreign key indexing.

52 Dedicated SQL Tables Breakdown

Dreams CRM exposes standard WordPress action and filter hooks, allowing theme developers and agency partners to programmatically extend every workflow.

Core Action Hooks

Developer Code Examples

// Example 1: Send Slack webhook notification when a deal is Won
add_action( 'dreams_crm/deal_stage_changed', function( $deal_id, $old_stage, $new_stage ) {
    // Stage ID 5 represents 'Closed Won' in this pipeline
    if ( 5 === (int) $new_stage ) {
        wp_remote_post( 'https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK', [
            'headers' => [ 'Content-Type' => 'application/json' ],
            'body'    => json_encode( [
                'text' => sprintf( '🎉 Deal #%d was officially marked WON! Congratulations team!', $deal_id ),
            ] ),
        ] );
    }
}, 10, 3 );

// Example 2: Add custom merge tag for email campaign templates
add_filter( 'dreams_crm_email_merge_tags', function( $tags, $contact_id ) {
    $loyalty_tier = get_user_meta( $contact_id, 'loyalty_tier', true ) ?: 'Bronze';
    $tags['{{loyalty_tier}}'] = $loyalty_tier;
    return $tags;
}, 10, 2 );

Dreams CRM includes native WP-CLI command integration for automated staging deployment, headless server provisioning, demo data generation, and cron maintenance.

CLI Terminal Example:

# Seed 50 demo records across all CRM modules
$ wp dreams-crm seed --count=50
Success: Seeded 50 contacts, 50 companies, 50 leads, 50 deals, and 50 invoices successfully.

# Check CRM system health status
$ wp dreams-crm status
+-------------------+------------+
| Component         | Status     |
+-------------------+------------+
| Custom Tables     | 52 / 52 OK |
| Total Contacts    | 1,240      |
| Total Deals       | 315        |
| Active Pipelines  | 3          |
| Action Scheduler  | 0 Pending  |
+-------------------+------------+