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


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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