Nimble Lead To Cash Wordpress Plugin - Rating, Reviews, Demo & Download
Plugin Description
Lead to Cash by NimblePlugins is a self-hosted workflow for service businesses that want to manage the path from enquiry to invoice inside WordPress.
The Free plugin includes:
- Enquiries and manual lead creation
- Customers
- Quotes and PDF documents
- Jobs and completed work
- Invoices and payment tracking
- Standard reports and an audit log
- In-app notifications
- Search and export tools
- Local encryption of sensitive fields
- WordPress personal-data export and erasure integration
- English as the default product language
- Danish language and economic defaults
- A searchable Help & FAQ centre in English and Danish
- Lead to Cash user administration in WordPress
- Scheduled backups of Lead to Cash data, kept on the server, with restore and import of a saved backup file
Lead to Cash contains no licence check, no account requirement and no time limit. A product key applies only to the separately installed Lead to Cash Pro add-on, whose code is not part of this plugin.
Your operational data is stored in dedicated tables in your WordPress database, and backups are kept there too. It leaves the server only when you ask it to: see External services.
Product information: https://nimbleplugins.com/lead-to-cash/
External services
Lead to Cash runs on your own server and never contacts NimblePlugins. It contacts the services below, and only for the feature named.
Danish company register, CVR (only when a user looks up a CVR number)
When a user enters a Danish CVR number on a customer card and asks for the details, the eight-digit number is sent to cvrapi.dk to fetch the registered company name and address. The request also carries this site’s host name in the User-Agent header, because cvrapi.dk rejects anonymous calls. Nothing else is sent, and no customer data leaves the site. An answer is cached for twelve hours, so looking the same number up again does not call out again.
Service: https://cvrapi.dk/ – Terms: https://cvrapi.dk/terms – What data they hold and why: https://cvrapi.dk/help
VAT-number lookup (only when a user clicks it)
When a user looks up a customer’s VAT number, the country code and the number are sent to the European Commission’s VIES service (ec.europa.eu) to fetch the registered company name and address. Nothing else is sent. Service: https://ec.europa.eu/taxation_customs/vies/ – Legal notice: https://commission.europa.eu/legal-notice_en – Privacy: https://commission.europa.eu/privacy-policy-websites-managed-european-commission_en
Logo and payment QR image
If the company logo or payment QR code is given as a web address, Lead to Cash downloads that image to place it in PDF documents. Only the address you enter is requested, and nothing about your data is sent. Normally this is an image in your own media library.
Backup destinations (only with the separate Pro add-on)
Lead to Cash takes backups and keeps them on this server. Sending a copy somewhere else is what Pro adds: Pro registers the destinations, and without Pro there are none, so a backup stays where it was made.
This package does contain the Dropbox client class, because Pro builds on it rather than carrying its own copy. It is never reached without Pro: every path to it runs through a destination, and no destination exists until Pro registers one.
With Pro installed and a destination configured, the backup archive is uploaded to the destination you chose, each time a backup runs. The archive contains all Lead to Cash data, so choose a destination you would trust with the database itself.
Dropbox: https://www.dropbox.com/ – Terms: https://www.dropbox.com/terms – Privacy: https://www.dropbox.com/privacy
Google Drive: https://www.google.com/drive/ – Terms: https://policies.google.com/terms – Privacy: https://policies.google.com/privacy
OneDrive and SharePoint: https://www.microsoft.com/microsoft-365/onedrive – Terms: https://www.microsoft.com/servicesagreement – Privacy: https://www.microsoft.com/en-us/privacy/privacystatement
SFTP and webhook destinations go to an address you enter yourself; no third party is involved beyond the one you choose.
Source code
Lead to Cash has no build step. The JavaScript and CSS shipped in frontend/ and admin/ are the source: written by hand, not generated, bundled or minified, and they are the same files the browser loads. There is nothing to un-minify, and there are no build tools to document.
Privacy
Lead to Cash stores contact details, enquiry details, notes, document data and activity history in the local WordPress database. Sensitive fields are encrypted locally.
The plugin integrates with WordPress personal-data export and erasure tools. Site administrators remain responsible for defining suitable retention periods. Financial records may need to be retained under applicable bookkeeping rules.
Lead to Cash does not contact NimblePlugins. Backups sent to a destination contain all Lead to Cash data; choose a destination you would trust with the database itself.
Screenshots
The dashboard: today’s work, what is overdue and where money is waiting, on one screen.
The same screen in light mode. Each user picks the theme on their own device.
Enquiries as they arrive, with source, owner, status and the next step for each.
Actions that have passed their date are raised before you start: done, or moved to a new one.
Quotes from draft to sent, with value and expiry date on every line.
A quote being written: customer, addresses, introduction and line items.
The customer directory, with enquiries, invoices and outstanding amount per customer.
A customer record: details, figures, enquiries and documents, with the activity history beside it.
Jobs with owner, deadline, priority, economy and time booked.
Invoices from draft to paid, including credit notes and what is overdue.
An invoice with its lifecycle, payment terms and the actions it allows.
Completed jobs, newest first, with the invoices linked to them.
Reports: enquiries, win rate, what was quoted, invoiced and paid, and how long payment took.
The audit log: every change, who made it and what it touched.
Plugin settings in wp-admin: language, currency, VAT and what happens on uninstall.
First run: a short setup that asks only for the choices needed from day one.
