=== AwoCRM — B2B Lead Pipeline, Customer Follow-Up & Deal Tracking Studio ===
Contributors: awoscan
Tags: crm, leads, sales-pipeline, customers, b2b
Requires at least: 6.4
Tested up to: 7.1
Requires PHP: 7.4
Stable tag: 2.2.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Track B2B sales leads, pipeline stages, customer meetings, follow-up reminders, and print A4 executive pipeline reports in WordPress.

== Description ==

**AwoCRM 2.2.0** is a self-contained corporate B2B studio for WordPress (`WP Admin -> AwoCRM`).

= What AwoCRM Does =

AwoCRM gives B2B sales teams a fast, self-contained customer relationship and deal pipeline studio inside WordPress, tracking opportunities from initial lead to signed contract and AwoQuote handoff.

= How to Configure and Use AwoCRM =

1. **Open the Studio:** After activating the plugin, click **AwoCRM** in the WordPress admin sidebar (requires `manage_options` capability).
2. **Configure Company Settings:** Configure your sales team name, default currency, and pipeline stages (New Lead, Discovery, Proposal Sent, Negotiation, Won, Lost) in Settings.
3. **Create or Select a Record:** Click **+ New Opportunity / Lead** and enter the prospect company name, contact person, phone/email, estimated deal value, win probability, and expected close date.
4. **Calculate, Filter, and Manage Status:** Log call notes, meeting summaries, and next follow-up dates, and filter deals by stage or weighted pipeline value.
5. **Save, Print A4 PDF, or Export:** Click **Save** to persist CRM records in WordPress, click **Print A4 Pipeline Report** for management review meetings, or export leads to CSV / JSON.

= Key Features =

* **Live Two-Column Studio & Instant A4 Print Preview:** Edit your records on the left and preview the formatted A4 corporate document on the right (`@media print` ready).
* **100% Local WordPress Database Storage:** Stores workspace records safely inside `wp_options` (`awocrm_workspace_v1`) via Nonce-verified and capability-checked WordPress AJAX (`manage_options`).
* **CSV & Portable JSON Export / Import:** Export records to Excel-compatible CSV or portable JSON backup files at any time.
* **Adaptive Day / Night UI:** Supports automatic system theme detection as well as manual Light and Dark modes.

= External Services =

* **100% Local Default Operation:** By default in Free mode, AwoCRM runs 100% locally inside your WordPress site and makes **zero external HTTP requests**.
* **Optional AWO-Guard / Polar.sh PRO License Verification (`https://awosign.awoscan.com`):** Only when a site administrator explicitly enters an optional PRO license key (`AWO-CRM-...` or `AWO-SUITE-...`) and clicks Activate, the plugin sends an HTTPS POST request to `https://awosign.awoscan.com/api/license/activate` containing the license key, site domain, and company name to verify the license and issue a signed domain lease token.
  * Service Provider: AwoScan / AWO Cloud Portal (`https://awosign.awoscan.com`) & Polar Software, Inc. (`https://polar.sh`)
  * Terms & Privacy Policy: `https://awoscan.com/privacy` and `https://polar.sh/legal/privacy`

= Privacy and Data Storage =

AwoCRM stores all records, company settings, and uploaded logos/stamps locally inside your own WordPress database (`wp_options` under `awocrm_workspace_v1`). No business records or customer data are sent to external servers. All stored options are automatically removed when the plugin is uninstalled (`uninstall.php`).

= Source Code =

All PHP, JavaScript, and CSS files in this plugin are distributed in human-readable, unminified source form directly inside the plugin directory (no external build tool or compiler is required):

* awocrm.php - WordPress admin studio, AJAX CRM deal storage, and A4 pipeline summary report layout.

== Installation ==

1. Upload the `awocrm` folder to `/wp-content/plugins/` or upload the plugin ZIP file via **Plugins -> Add New -> Upload Plugin** in WordPress.
2. Activate **AwoCRM** through the **Plugins** menu in WordPress.
3. Click **AwoCRM** in the WordPress admin sidebar (`manage_options` capability required).
4. Configure your company header, add your first record, click **Save**, and use **Print A4 / PDF** to generate your document.

== Frequently Asked Questions ==

= Does AwoCRM require an external account or cloud subscription to work? =

No. AwoCRM runs locally inside WordPress out of the box with no external account required.

= Where is my data stored? =

All data is stored in your own WordPress database inside the `wp_options` table (`awocrm_workspace_v1`) and can be exported to JSON or CSV at any time.

= Can I print A4 documents or save them as PDF? =

Yes. Click the Print A4 button inside the studio to open your browser's native print dialog, where you can print directly to an A4 printer or choose "Save as PDF".

== Screenshots ==

1. AwoCRM main workspace editor and live A4 document preview.
2. Saved records list, status filter, and CSV/JSON export controls.
3. Company header, branding, and studio configuration panel.

== Changelog ==

= 2.2.0 =
* Added step-by-step configuration and usage documentation, Privacy and Data Storage section, and Source Code documentation in `readme.txt`.
* Added optional AWO-Guard v1.0 Polar.sh PRO license activation (`AWO-CRM-...` and `AWO-SUITE-...`) with external service disclosure.

= 1.0.0 =
* Initial release of AwoCRM corporate studio for WordPress.
