Plugin / WP smart CRM & Invoices FREE
SoftradeWeb SNC
Description
Description
WP smart CRM & invoices FREE covers lots of “office management features”.
CRM management:
- Customers archive grid
- “CRM agent” custom role
- Todo and appointments scheduler
- Annotation timeline
- TODO / appointment Status update
- Notification system ( email and dashboard )
- Notification to single user(s)
- Notification to specific WP role(s)
- Custom notification rules
- Successive notification steps ( for mid/long term expiring services )
- Customers CSV import
INVOICES /QUOTATION management
- Dynamic creation of invoices/quotation with multi-line products
- Invoices/quotation creation in .pdf format
- Download PDF and save on the server
- Custom LOGO
- Custom header elements alignment in pdf template
- Configurable payment expiring dates
- Notification at payment expiration
- Internal comments and annotation
- Custom canvas signature in quotation ( touch compatible )
- Invoices registration
- Custom numbering start value ( you can start to use it at any point of the year giving a starting number different from 1, conforming to your fiscal accounting )
All the records in grids are powered with filtering/grouping/sorting functions for a quick usage.
All the grids information are visually enhanced with icon/colors to always guarantee a quick overview
Official site and support : WP Smart CRM free plugin
WP SMART CRM & INVOICES PRO VERSION
Upgrade to PRO version
- Full page layout
- Avanced Scheduler con drag & drop + clone & copy
- Custom datasets for contacts (i.e. customers, suppliers, partners…)
- Custom fields
- File uploads for contacts
- Sending of emails with attachments
- Contacts import from other plugins (i.e. woocommerce)
- Multipage invoice pdf
- And much more!
Try our DEMO
User: demo
Pwd: demowpsmartcrm
Current supported currencies in PRO version: EUR, USD, GPB, AUD, CHF, BRL, INR, CNY, JPY
Not in the list? we can add any international currency on demand…just ask!
The plugin has been designed conforming to the Italian fiscal rules but we’re open to feedbacks to address specific country-based issues in EU, USA and ASIA.
NOTE: the italian fiscal law system is worldwide recognized as (probably) the most tricky and confused..so it will an easy task to adapt it to any system, just ask !
If you want to send us feedback use the support forum, if you want to partecipate to its translation in more languages you can use the translation project of the plugin here on the WP repository
Get Started With Free Trial
Explore the offer details: Discover it now
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Details Information
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The plugin hasn't been transalated in any language other than English.
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