WP SMART CRM INVOICES PRO
In a single plugin we have grouped together many features that will improve the management of your company and lighten your office work, saving you precious time.
You don’t like the idea that your and your customers’ data reside on a cloud server? Our plugin is the solution for you: personal data and documents directly in the database of your WordPress installation!
- Importing customers from CSV
- Complete registry
- Custom categories
- Instant search
- Annotations timeline
- Quick todo and appointments
- Summary list of activities and associated documents
- Issuing invoices and estimates with PDF files
- Lists with instant search, sorting and grouping for customers and dates
- Quick view of the amounts and status of the payment
- “Smart” lists of appointments and todo
- Check of result with annotations
- Notifications on dashboard and via email
- Select individual recipients and / or groups of users
- Setting of predefined rules in successive steps
- Association of notification rules to invoice lines
- “Smart” notifications for expiring services and payments
- Management of time-based subscriptions
Add WOOComerce products directly form DB while making quotes and invoices through a simple autocomplete field. You can even insert product which are not publihed in your store.
Orders grid integrated in WP Smart CRM PRO, with quick status edit and quick “Make invoice” function
Customers who purchase items from WOOCommerce checkout will be automatically added in CRM.
You can also associate WOO checkout custom fields to WP Smart CRM PRO custom fields
You can add custom WPSmart CRM subscription rules to woocommerce products and dinamically create notification events
Current supported currencies are: EUR, USD, GPB, AUD, CHF, BRL, INR, CNY, JPY
If yours is not in the list we can add any international currency on demand. Just ask!
Translation strings: IT, EN, FR.
You can contribute to translate in other languages here: https://translate.wordpress.org/projects/wp-plugins/wp-smart-crm-invoices-free
Or you can send us your .po and .mo files: we’ll add them to next release.
Each subscription, lasting one year, gives you assistance of our developers and free updates.
We periodically release a new update, which will be communicated to you through our newsletter.
Sure. We are very available to listen to your suggestions. If we believe that the request can be of common interest and enrich the plugin, we will make it for free. If you need full implementation, we will have to do an analysis together and give you a quote.
No. The transition from the Free to the PRO version (and vice versa) does not result in data loss, unless you physically delete the plugin tables from the database. This does not happen if you delete the plugin, it is an operation that must be done directly by PhpMyadmin.
Remember that before activating the PRO plugin you have to deactivate Free (and vice versa)
First click on the link indicated in the email, which will take you to your private area on our site.
If you do not remember your login credentials you can ask for password recovery.
From your account access the “my downloads” section and click on the link corresponding to the plugin you have purchased. That is always the latest updated version.
Now go to your WordPress backoffice, then on plugins and be sure to disable and uninstall the plugin. Then upload the zip file you just downloaded and activate the new version.
Send us an email to firstname.lastname@example.org explaining your problem. Try to be precise and to do, if possible, a practical example.
We will contact you as soon as possible to help you solve the problem.
Yes, we can sell licenses at a discounted price. Contact us for more information.