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Plugin Description
WP smart CRM & invoices FREE covers lots of “office management features”. It has been designed specifically for the Italian market but we’re open to feedbacks to address specific country-based issues ( espetially for the US market).
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 )
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
[link] (http://softrade.it/wordpress-crm-invoices-plugin/ “CRM for wordpress and invoices management”)
If you want to send us feedback use the support forum, if you want to partecipate to its translation in more languages, drop us a note info [at] softrade.it
Screenshots
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