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

Freelancer or SME? Supercharge your Business Management with FREE plugin CRM ERP Business Solution for Wordpress & WooCommerce. Add your sales, payments, offers & appointments, send Invoices & take it to the next level.

Limited Offer!

Description

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

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


Supercharge your Business with
CRM ERP Business Solution

add customers & vendors
& track their transactions

add your transactions
& track your balance

save & send invoices

send offers

integrate your eshop

import appointments

check your reports

CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce mainly targeting freelancers and small businesses that need a 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 presense or their company ie manages a WordPress website or the one that sells online using the WooCommerce eshop solution – our objective is to provide an easy to use a software within WordPress backend as a plugin to better and faster manage your business.

CRM ERP Business Solution does not require WooCoomerce as 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.

CRM ERP 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

Crm Erp Business Solution for WordPress & WooCommerce - Customers/ Vendors Record & Balance Page

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 payments transaction

select Vendor from your database for your payments 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 transactions payments that can be viewed and send 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 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

EXTEND MORE WITH PREMIUM FEATURES!

crm erp business solution woocommerce integration

integration


synchronise WooCommerce Customers: for your ERP Transactions – Sales & Payments

synchronise WooCommerce Products: use WooCommerce Products for your CRM ERP Transactions, Sales or Payments.

synchronise WooCommerce Product Stock Inventory: with each transaction using WooCommerce product, Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales ( same way Eshop works )

invoicing System: use CRM-ERP Business Solution invoices to generate Invoices on Eshop Checkout

invoicing System: use CRM-ERP Business Solution invoices to Attach to Invoices to WooCommerce Emails

reporting: integrate WooCommerce Sales Reporting into CRM ERP Business Solution reporting System. Get Sales, Customers, Products, Countries, Payment Method & Coupons Reports

reporting: Once Addon is Activated, each User will have in each Record Page,
– WooCommerce Orders List table,
– Totals with Offline Sales, Summarised along with Orders Totals

Read more Here

CRM ERP for WordPress Pro Addon


Offline Product Stock Inventory: add stock quantities for your Offline Products and update Inventory after each Transaction , Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales

bulk emails: send bulk emails and per customer or vendor & keep track

support ticket system: ticketing system for both backend & frontend submission & resolve all customers issues

user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) & know them better!

user segmentation: easily further categorize your customers or vendors, valuable asset to query later & view your segment statistics or send email in bulk!

user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!

products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!

bulk import/export: fast & easily import & export sales, payments, customers vendors & appointments with the power of excel!

reporting: get Reports By querying by User, Product Category, User Segment for more specific results !

Read more Here

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