WP Worksuite – ERP, Workplace, CRM, HRM, Project Manager & Company Board

Description

Get a unique interactive experience of managing your business independently with the most reliable workplace for WordPress with all the tools and integrations you need for lead management, client and sales activities,ticket support, project management, human resources, financial report and customer service.

WP Worksuite has all the important features you need to manage your business. It is especially good for agency startup, from small to large scale business, store management or any other kind of interprise organization

The WP Worksuite plugin is so beginner-friendly that all you need is a one-click activation to get started! You will be automatically created a Worksuite account on Cloodo platform to start manage your business.

WHO CAN USE WORDPRESS WORKSUITE

  • Any business of any type and any size of team
  • From Startup to Multi Sub-Business Devision Corporation
  • From Ecommerce Store to Services Agency of all kinds
  • Muti Languges support soons…

Benefit of wordpress worksuite

Meet Your Business Needs

  • Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.
  • Keep a track of all your projects in most simple way.
  • Assign tasks to project members and track the status.
  • Add members to your projects and keep them in sync with the progress.

HR, CRM & Project Management System

  • The most powerful and simple way to collaborate with your team.
  • Create invoices & Estimates
  • Tracks time and expenses
  • Add company’s employees, track their attendance and manage leaves

Analyse Your Workflow

  • Reports section to analyse what’s working and what’s not for your business
  • It Shows how much you earned and how much you spent.
  • Tiket report shows you Open vs Closed tickets.
  • It creates task report to track completed vs pending tasks.

Manage your support tickets efficiently

  • Whether someone’s internet is not working, someone is facing issue with housekeeping or need something regarding their work they can raise a ticket for all their problems.
  • Admin can assign the tickets to respective department agents.

Meet Your Business Needs

  • Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.
  • Keep a track of all your projects in most simple way.
  • Assign tasks to project members and track the status.
  • Add members to your projects and keep them in sync with the progress.

Analyse Your Workflow

  • Reports section to analyse what’s working and what’s not for your business
  • It Shows how much you earned and how much you spent.
  • Tiket report shows you Open vs Closed tickets.
  • It creates task report to track completed vs pending tasks.

WP WORKSUITE CRM – LEAD, FOWLLOW UP, CLIENT, PROPOSAL,

WP Worksuite gives you ultimate visibility into customer interactions across every team in your organization. That means that everyone will be on the same page from marketing to sales to customer service and operation or client deployment project team, all able to help your customers more effectively. In fact this is a universial workspace for any clients’s orientation ogranization.

  • Lead Management helps you to manage lead database, lead category, lead sources. Lead is any type of contact which is not yet made any kind of purchase.
  • Add unlimited lead with lead information like name, email, mobile, country, website, company
  • Assign the company sales agent who will have to take the the lead follow up
  • Create custom lead category, add unlimietd any lead custom information for your own organization
  • Add unlimited lead campaign to manage and plan your lead development projects of your company
  • Add unlimited lead follow up activities which is assign to sales agent or any other member inside your company.
  • Client Management helps to manage client who did made a purchase even if it is just a pending order.
  • Add unlimited client with client information like name, email, mobile, country, website, company
  • Assign the company sales agent who will have to take care client customer care of follow up for any cross selling, post selling.
  • Create custom client category, add unlimited any client custom information for your own organization with our advanced custome field in each account setting
  • Add unlimited client’s project to manage and plan the development projects of your company.
  • Add unlimited client follow up activities which is assign to sales agent or any other member inside your company.
  • Create unlimited proposal which can be sent to client to accept. The proposal can be visiple via web browser or download pdf and client can sign their digital signature.
  • Proposal then can be converted to officially contract and linked with invoicing module and project milestone to centralize the financial relationship of your clients.

WP WORKSUITE TEAM WORK AND PROJECT MANAGEMENT:

  • Manage your company projects, your client support in a single system, resulting in empowered teams, satisfied clients, and increased profitability.
  • Keep a track of all your projects in most simple way.
  • Assign tasks to project members and track the status.
  • Add members to your projects and keep them in sync with the progress.
  • Using Task Kanban board and filter project task with different criteria
  • Creat unlimited Project Milestone with deadline and Cost
  • Add unlimited project Documentation, Files, Comment to store and share bewteen project member and client.
  • Create various custom field for your own project to suite with your team/company operation

WP WORKSUITE HRM – Release on December 2022

Manage your Business of Company HR (Human Resource) professionally and break down the barrier of traditional office & employee management using WP HRM (WordPress Human Resource Management System). WP Worksuite is a powerful WordPress plugin that turns your website into a fully functional employee management system. You can easily create unlimited number of employees, add their professional details, roles, employers and access permission.

HR Management is all about people, not the paperwork. So, why waste your time on traditional systems and paperworks? Be organized and adapt the latest technology to build your very own HR Management system directly on your WordPress site using WP HRM (Human Resource Management).

Powerful HR Admin Dashboard

  • A Complete Leave Management System . Each of your employee has their own personal account where they can manage
  • Personal information, work experience, education, skill and language.
  • Get organization information that is included in the admin panel (Added by the Admin)
  • Monitor their current, outstanding and completed task. Apply for leaves.
  • Attendance & Time Management

  • WP HRM has built-in leave management system for your employees.

  • Add multiple leave types
  • Specify work days
  • Create holiday list
  • Manage your employee leaves easily
  • Individual Profiles & Features for Each Employee

WP WORKSUITE COMMUNICATION:

  • Notice: allow to post company annoucement to company member or client
  • Messenger: allow to chat between company member or with client
  • Ticket Support: allow to set up a centrel ticket support system for your company

CUSTOM API INTEGRATION

We are adding more and more feature for CRM which is directly developed into the core worksuite modules or via API plugin integration. The world now is API connection and in fact we are open for custom development request:

  • Develop any lead, client, crm integration api plugin for your business
  • Provide custom lead import services as per requested
  • Develop any task, project management UI for your business
  • Please do not hesitate to contact us via support@cloodo.com

COMING SOON

We soon to relase core module for ticket support, hrm, finance… and other advanced setting. Actually the update is done weekly.

About Cloodo Workspace

WP Worksuite plugin is developed and support by Cloodo, a universial Workspace platform that providing the workforce connection and management between outsourcing resources with internal company resource to reflect the demand for hybrid business working approach as well as multi-branch business divisions for any global corporate.

The Workspace is for any individuals want a central workspace where they can manage their work in the approach of project management in connection with freelancer and outsourcing resources to fullfill their work’s result. Moreover, they also want to sell their own skills set as a freelancer to gain more income while completely control their own workspace. Creative projects can be publiced as a portfolio to promote their talents.

The Worksuite is for any agency or company want to set up agency profiles to sell their professional services as well as manage their own operation effectively and privately in one workspace customizedlly by their own. That why Cloodo Worksuite is built to help company manage their Deal, Client, HR Payout, Financial, Project, CRM. The data is secured privately managed by each company.

View more of Cloodo Resources:

Cloodo Top List Project
Cloodo Top Rate Agency
Cloodo Top Company
Cloodo Software Download
Cloodo BPO Services

Cloodo is for any freelancer, team, agency or corporates office and the workspace account is is freely created easily for lifetime.

Screenshots

  • Dashboard
  • Add Project
  • List Projects
  • Add Lead
  • List Leads
  • Add Client
  • List Clients
  • Add Notice
  • Notice Board
  • Messages Menu
  • Chat Logs

FAQ

Why we build this WordPress ERP plugin for your business?

WordPress is a popular content management system that is highly-specialized for creating public-facing websites. Most of start-up start with WordPress to manage their publicity but soon they need a better system to manage their operation

Companies often need a private setup, also known as an intranet. That is where Cloodo Worksuite Workpress plugin comes in to provide a Workspace for any Workpress website and team

There are plenty of free plugins available to add privacy and other requirements – but you’ll need to cherry-pick the functionality you need, and make sure they all work well together.

WP Worksuite gives you everything you need in one WordPress plugin to lock down your site and start building your company’s intranet. Cloodo Worksuite are basically private, internal, websites for businesses. However, they can also be found an internal communications platform, collaboration tools, knowledge sharing platform, and even a social network. Each of which are items possible to do with a WordPress site.

Do I have to pay for Cloodo Worksuite to use this plugin?

Cloodo Worksuite is free for any agency under 5 team member and you can use the Workplace for your WordPress as well as other features for free life-time. You will need to upgrade to premium account if your organization member is over 5 team member while the Worksuite is really helpfull for your business.

Do I have to create an account on Cloodo to use this plugin?

When you install this WordPress Workplace plugin, the plugin itsefl will help to create an Worksuite Account for your WordPress admin smealessly and you just need to begin to work with your business.

Can I set up Custom field on WordPress admin to match with Worksuite field?

Yes, Worksuite have advanced setting of Custom Field and you can set up unlimited Custom Field in your CRM system to matching with data lead from and sysn with WordPress. Please contact us to get instruction or request any custom development or API intergration at support@cloodo.com

We also provide any custom development and BI report

Will this plugin work WooCommerce or other WordPress plugin?

Each worksuite has their own company API so we can intergrate with any other API data, system or WordPress plugin. Although is it quite easy for developer but it takes times so we just made some basic integration with WooCommerce, CR7…We are open for custome development and integration request to integrate your Worksuite with any other Wp Plugin. Send us your request at support@cloodo.com

Does it need any configuration?

No, it is a plug ‘n’ play plugin. Just install the plugin, and it will start capturing and displaying reports from supported form plugins. You can visit the settings page to see some basic config options.

Can I export contact to CSV or download our Contact?

Yes you can do it with many other filter and other lead categorized management. We are updating more and more feature on data management for user.

Is API required to run this plugin?

Yes. Plugin will register an account automatic after you click register button on first screen on erp.cloodo.com. All your data will be saved here.

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Contributors & Developers

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Changelog

2.1.1

  • Fix error register account

2.1.0

  • Add new feature: Products Management
  • Sync Woocommerce Customers to Clients

2.0.0

  • Update New UI
  • Add new feature Projects, Leads, Notice Board, Messages

1.1.0

  • Add Client feature

1.0.0

  • Init