Updated a year ago
Workforce is an advanced CRM and project management plugin made for WordPress. Main purpose of this plugin is to simplify business processes for companies. By using Workforce plugin you will get your company headquarters available in few clicks.
We are using recent technologies to introduce smooth user and developer experience by using Workforce plugin. Before using the plugin make sure that you are running most recent stable version of PHP 5.x or 7.x. Obsolete version of PHP are not supported.
Easily manage all your contacts. You can create unlimited persons which you can assign to companies. Now all your employees will be available to access all contacts and schedule meetings which will appear in the calendar as new event. Of course all CRM types (person, company, touchpoint) have their own administration screens where you can do basic CRUD operations
Before starting a new project you can create a proposal for the client and then send it as PDF. Create new projects and manage all your tasks. Each task can be assigned to different employee. When the task is completed mark it as closed. All tasks will appear as new events in the calendar.
Track all expenses and create invoices to see complex information about the company. You can easily access all employees information as well. After successful creation of invoice or estimate you can download theme as PDF and send them to your clients.