WP ERP

What is WP ERP?

ULTIMATE COMPANY/ BUSINESS MANAGEMENT SOLUTION FOR WORDPRESS Get a unique interactive experience of managing your business independently with the most reliable information Storage & system of record on WordPress. WP ERP is the first full-fledged ERP (Enterprise Resource Planning) system through which you can simultaneously manage your WordPress site and business from a single platform. WP ERP’s free version has all the important features you need to manage the basics of your business. WP ERP has 3 core modules: HR, CRM and Accounting, which together make a complete ERP system for any type of business. The plugin is so beginner-friendly that all you need is a one-click activation to get started! CORE MODULES WP ERP Comes with three powerful pre-built core modules – WordPress HR Management WordPress CRM System WordPress Accounting System OTHER MODULES Project Management via WP Project Manager ♦️GENERAL FREE FEATURES OF WP ERP CORE:♦️ Here are some of the benefits you get for using the pioneer WordPress ERP Your own company profile Full control over operations 44+ Currency Support Overview of all modules Notification emails with templates & shortcode Help from support & documentation ♦️FREE WORDPRESS HR MANAGEMENT DIRECTLY FROM YOUR DASHBOARD♦️ Create your very own HR system for your company just the way you like! Free features of WP ERP HR Manager module:- Manage all company information Manage locations Add & list departments & designations Create employee profiles with editing privilege Share announcements Manage holidays Allow employees to request for leave Manage employee leaves & leave policies Reports based on employee age & gender, head count, salary, year of service. ♦️FREE CLIENT MANAGEMENT – KEEP CUSTOMERS ONLINE AT YOUR FINGERTIPS!♦️ With WP ERP CRM module, the process of converting leads to customers is much easier, organized, and seamless. Free features of WP ERP CRM module: Contacts with life stages to prioritize service Create contact groups Make notes for each customer Activity logs show all dealings. Schedule meetings & calls directly Create company profiles Filter contacts using keywords or attributes Saved search filters & conditions Assign contacts & tasks to the right agents CRM activity report including customers & business growth ♦️FREE ACCOUNTING MODULE MADE FOR NON-ACCOUNTANTS♦️ This is the perfect accounting module for anyone who is un-initiated with accounting. The simple intuitive interface makes it easy for anyone to get started. Free features of WP ERP Accounting module: Overview & tracking of income, expenses, receivables, payables, balance etc. Reports like ledger report, trial balance, income statement, sales tax report, balance sheet etc. Set financial year or fiscal year. Set opening balance for all accounts. Closing balance sheet of a financial year. Pre-loaded ledger accounts for assets, liabilities, expenses, income, etc. Add custom ledger accounts or bank accounts according to your needs. Manage sales using invoices. Create quotations for estimation. Receive payments from customers. Create bill for any customer, vendor, or employee Pay bills against any bill Make direct expense or issue a check. Purchase products or services Make payments to vendors. Create products/product categories. Create unlimited users like vendors, customers etc. Partial payments for any transactions. Create unlimited bank accounts, manage, view economics in graph. Journal entry for any transaction. Create tax rates, tax agencies, tax zones & tax categories for invoices. Pay tax to agencies Send PDF copy of all transactions via email Filter reports by date range Print all transactions or reports Getting Started with WP ERP is only a matter of moments. Check out the detailed documentation created by us to help you out to run WP ERP in the best way. ♦️POWERFUL EXTENSIONS AVAILABLE IN PREMIUM PLANS♦️ A host of WordPress extensions are available at your service to supercharge your all-in-one business manager, WP ERP: Payment Gateway: This feature extension allows you to take payments from most popular payment gateways- PayPal and Stripe. Recruitment: This is a Job Manager and complete Job Vacancy, Resume and Employment Manager. You can directly create, publish and manage your recruitment from your WordPress powered company website, as well as manage candidates. experience. Attendance: Track work hours of your employees and balance them with their leaves with this feature extension. HR Frontend: Bring the powerful HR Module of WP ERP to your web front using this handy extension. Let staff check-in, check-out, and even take leaves from the web-front. Training: Monitor training programs for different teams & employees. WooCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales. Email Campaign: Create personalized, automated and beautifully designed outbound emails for marketing, campaigns or customer follow up. Custom Field Builder: Add more fields to your ERP forms. Payroll: Manage your employee salaries more easily and automate the payment system with this amazing extension of WP ERP Deals: Deals is a great tool to manage and guide your CRM agents on a faster and organized sales process. Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error. Reimbursement: Manage your employee expenses and complete payments in an easy and effective way using ERP Reimbursement. Document Manager: Store and access your company and employee documents on-site. Inventory: Stock management for your products within your accounting software. SMS Notification: Send SMS notifications to your CRM contacts and employees in your HR module directly from your ERP system using famous SMS gateways. Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place. Gravity Forms: Create users in CRM module automatically with the data you receive on a form created by Gravity Forms. Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into WP-ERP CRM system and vice versa. Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into WP-ERP CRM system and vice versa. Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists into WP-ERP CRM system and vice versa. Help Scout Sync: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration! Awesome Support Sync: Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features! Zendesk Sync: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.