Supercharge your Business with CRM ERP Business Solution

are you a freelancer or a small Business? You run a WooCommerce Store or you sell offline but have a WordPress website?

CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce, mainly targeting freelancers and small businesses that need data processing software to manage their business better.
It can work for those that sell online with WooCommerce and/or sell only offline.
With the business owner in mind that already has a web presence or their company ie manages a WordPress website or the one that sells online using the WooCommerce e-shop solution – our objective is to provide an easy-to-use software within WordPress backend as a plugin to better and faster manage your business.
CRM ERP Business Solution does not require WooCommerce as it is a fully functional system for your offline Transactions – but with the relevant extension, it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing, etc.

Plugin Features & Benefits

CRM ERP offline products/services

– CRM ERP Business Solution allows you to import offline Services or products.
– You can define Product Category.
– You can define Product Price.
– You can define Product Description.
– You can define Product Image.
– You can define Product Brand.

CRM ERP customers/vendors

– Import your customers & vendors.
– Add VAT, billing address, and info.
– Track their balances.
– Get a nice graphical presented user record page.
– View all the user activities with your business.
– Check balances and fit your Customer Relationship Management needs.
– User Personal info in detail.
– Transactions imported in CRM EPR in detail.
– Offers made to User in detail.
– Products bought – extracted by transactions made.

CRM ERP Offline Sales

– Import your offline sales easily & set as Invoice or direct Payment.
– Select products from your database for your sale transaction.
– Select Customer from your database for your sale transaction.
– Apply discounts per product & in total.
– Add your payment method per Sale transaction – you predefine in settings.
– Add payments to your sales.
– Easily track each transaction balance.
– Print & send Invoices to Customers

CRM ERP Offline Payments/Purchases

– Import your offline payments to Vendors.
– Select products from your database for your payment transactions.
– Select Vendor from your database for your payment transaction.
– Apply discounts per product & in total.
– Add your payment method per Payments transaction – you predefine in settings.
– Add payments to your Transactions easily.
– Track each transaction balance.

CRM ERP Invoicing System

– Print & send by email, Invoices with a click of a button.
– Select if you need an Invoice in every transaction in your settings.
– Use receipts instead of Invoices.
– Receipts in transaction payments can be viewed and sent by email.
– Auto-generated template that includes business, customer details, notes, product info, and totals.
– Ability to include your company logo.
– Customize your Invoices’ color scheme easily from plugin settings.

CRM ERP Offers

– Print & send by email, Offers to your Customers & Vendors.
– Dynamically generated Offer form where you select your Products, the User for the Offer, and you can write Custom Text to your User.
– Track all your Offers easily by date and customer.
– Easily turn any Offer to Invoice and send to Customer.

CRM ERP Appointments

– Insert all your Appointments with your Customers or Vendors & never lose track!
– Get a List or Calendar view of Customers’ appointments, whatever fits your needs!
– View all User Appointments in Customer or Vendor Record page.
– Add New Appointment from Customer or Vendor Record page.

CRM ERP Reporting

– Comprehensive Reporting of All your Transactions | Sales & Payments to Vendors.
– Reporting for Sales | You get reporting By Transaction, Product, Category, Customer, Payment Method, with Date Filters & count numbers to fast track your results.
– Reporting for Payments to Vendors | You get the same reporting with Sales for all your transactions with your Vendors.
– Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year.
– Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month.
– General Reporting | get a fast overview graphical representation of all Balance, Total of Sales & Payments & Total of Pending Payments.

Additional information

100% No-risk Money Back Guarantee!

If the plugin doesn’t meet your requirements, you can get a refund within 14 days of purchase.

CRM ERP Business Solution for Freelancers & SME business within WordPress & WooCommerce