WP Smart CRM & Invoices PRO

WP Smart CRM & Invoices PRO

149,00 99,00 for 1 year

WordPress Management extending “WP Smart CRM & FREE invoices” with visual activity scheduler, custom fields, upload documents, and send mail

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Product Description

PRO version of our WP Smart CRM Plugin turns it into an even more useful tool in the day-to-day running of your business.

Its main features are:

  • importing users from other plugins (eg woocommerce customers) as a CRM customer
  • custom datasets (i.e. customers, suppliers, partners…)
  • choosing which fields to show in the list of records
  • custom fields (text, select, radio button, checkbox, date)
  • a more “user friendly” scheduler with copy / move functions with a simple drag & drop and view per month/week/day/agenda
  • file upload for customers: documents, images…
  • sending mail to customers with document attachments (invoices and quotes) and manually uploaded files
  • possibility of generating an invoice, a quote and sending an email directly from the list of records
  • export documents, customers and scheduler
  • possibility to use a second printable version for documents that allow multipage printing
  • an optional custom template for agents to prevent them from seeing the WordPress backoffice, and to use only the CRM

Other features are coming soon: you will find them in updates without having to spend more!

DEMO: http://crm.softrade.it user: demo, password: demowpsmartcrm

The demo is reset to the default content twice a day, and some features (such as sending emails) have been disabled.

The WP Smart CRM & Invoices PRO plugin replaces the free WP Smart CRM & INVOICES FREE (downloadable directly from the WordPress official repository: https://wordpress.org/plugins/wp-smart-crm-invoices-free/) which then must be uninstalled.
IMPORTANT: The database is the same as the free plugin and installing WP Smart CRM & Invoices PRO will not cause the data to be lost. You will be able to continue working smoothly using the new functionality of your CRM.

Buying the plugin gives a one-year support and download updates; after expiration the plugin will continue to work but will not be guaranteed its full compatibility with WordPress updates and maintenance. To receive updates, you will need to purchase a new license.

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