SMALL BUSINESS MANAGEMENT SOLUTION FOR WORDPRESS
Manage your business with greater ease through a small business management system. Store all information and records within WordPress.
Using WP ERP, you can not only manage your website, but all of your back office through your WordPress websites backend dashboard.
The 3 Core Modules include:
> HR (Human Resources
> CRM (Customer Relationship Management
> Project Management
A lot of businesses search for the following terms, hence this solution which combines them all in one place:
1. WordPress HR Management
2. WordPress CRM System
3. WordPress Accounting System
4. WordPress Project Management
- Your Own Company Profile
- Full Control Over Operations
- Currency Support
- Access To All Modules
- Your Very Own HR Solution
HR MODULE FEATURES:
- Manage All Company Information
- Manage Locations
- Add Departments
- Add Sesignations
- Create Employee Profiles
- Set Editing Privileges
- Post Announcements
- Manage Molidays
- Allow Employees to Request Leave
- Manage Employee Leave
- Set Leave Policies
- Reports on Employee Age
- Reports on Employee Gender
- Reports on Employee Head Count
- Reports on Salaries
- Reports on Years of Service.
- Set Life Stages with Contacts
- Create Contact Groups
- Make Notes of Each Customer
- Activity Logs Show All Dealings.
- Schedule Client Meetings
- Schedule Calls with Customers
- Create Company Profiles
- Filter Contacts using Keywords
- Filter Contacts using Attributes
- Save Search Filters
- Save Search Conditions
- Assign Contacts To Agents
- Assign Tasks To Agents
- CRM Activity Reports
- Reports on Customer Growth
- Reports on business growth
ACCOUNTING MODULE FEATURES:
- Overview of income
- Overview of expenses
- Overview of receivables
- Overview of payable
- Overview of balance
- Tracking of income
- Tracking of expenses
- Tracking of receivables
- Tracking of payable
- Tracking of balance
- Ledger reports
- Trial balance reports
- Income statements
- Sales tax reports
- Balance sheets
- Set a financial year
- Set fiscal year
- Set opening balance for all accounts.
- Closing balance sheet of a financial year.
- Preloaded ledger accounts for assets
- Preloaded ledger accounts for liabilities
- Preloaded ledger accounts for expenses
- Preloaded ledger accounts for income
- Add custom ledger accounts
- Add bank accounts according to your needs
- Manage sales invoices.
- Create quotations
- Receive payments from customers
- Create a bill for any customer
- Create a bill for any vendor
- Create a bill for any employee
- Pay bills against any bill
- Make direct expenses
- Purchase products
- Purchase services
- Make payments to vendors
- Create products
- Create product categories
- Create unlimited users
- Create unlimited vendors
- Create unlimited customers
- Partial payments for any transactions
- Create unlimited bank accounts
- Manage all bank accounts
- View economics in graph form
- Journal entry for any transaction.
- Create tax rates
- Set tax agencies
- Set tax zones
- Set tax categories for invoices
- Pay tax to agencies
- Send pdf copy of all transactions via email
- Filter reports by date range
- Print all transactions or reports
POWERFUL EXTENSIONS AVAILABLE:
- Payment Gateway: This extension allows you to take payments from popular payment gateways such as PayPal and Stripe
- Recruitment: This is a Job Manager and complete Job Vacancy, Resume and Employment Manager. You can directly create, publish and manage your recruitment as well as manage candidates
- Attendance: Track work hours of your employees and balance them with their leaves
- HR Frontend: Bring the powerful HR Module of WP ERP to your web front using this handy extension. Let staff check-in, check-out, and even take leaves from the web-front.
- Training: monitor training programs for different teams & employees.
- WooCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales.
- Email Campaigns: Create personalized, automated and beautifully designed outbound emails for marketing, campaigns or customer follow up.
- Custom Field Builder: Add more fields to your ERP forms.
- Payroll: Manage your employee salaries more easily and automate the payment system
- Deals: Designed to manage and guide your CRM agents on a faster and organized sales process.
- Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error.
- Reimbursement: Manage your employee expenses and complete payments in an easy and effective way using ERP Reimbursement.
- Document Manager: Store and access your company and employee documents on-site.
- Inventory: Stock management for your products within your accounting software.
- SMS Notification: Send SMS notifications to your CRM contacts and employees in your HR module directly from your ERP system using famous SMS gateways.
- Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place.
- Gravity Forms: Create users in CRM module automatically with the data you receive on a form created by Gravity Forms.
- Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into WP-ERP CRM system
- Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into WP-ERP CRM system
- Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists
- Help Scout Sync: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration!
- Awesome Support Sync: Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features!
- Zendesk Sync: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.