Optimize your small business with powerful
CRM, HR Manager, & Accounting tools
(can be added at your request)
Nurture Your Customers with Advanced CRM
Manage your contacts like a pro with easy filtering and live stages, send email, schedule meetings, make calls, create tasks, create segments, and more.
Complete Customer Management
Manage customers and company representatives. From a new lead to a repeat customer, manage content and support essentials for everyone. Use filters to segment your users any way you want!
Prepare for Follow-Ups
Schedule meetings, send emails, and take notes. Track your progress and evaluate your compliance team’s performance with individual logging. Assign clients to more senior staff as needed and create client groups for more focused assistance.
Build Relationships with Businesses
Company profiles allow you to manage multiple representatives of a company for easy tracking.
Empower Your Workforce with HR Manager
Get Easy Employee Management for your company. Detailed Employee Profile, Leave Request, Promotion, Increment, Performance Logs, Announcement, Email Notification, HR Report and more!
Everybody Gets a Dashboard
Each employee has their own personalized dashboard to keep up with the latest announcements, the needs of a colleague or who is out of the office, and the self-service attendance system (Attendance Extension Required).
Complete Leave Management
It provides a complete leave management system for your HR department. Your employees can request leave and get an overview of upcoming holidays and remaining leave balances. HR managers have full control over leave and easy reporting is also provided.
Human Resources Reports
Do you need quick reports for proper decision making? HRM module can generate graphical reports about the whole company depending on various factors.
Accounting for All Non-Accountants
Take total control of your company’s finances in real time with the Accounting module. Manage customers, vendors, sales, expenses, bank account and various reports. Generate live and detailed reports and make transactions, generate invoices and pay employees all from one place.
Speedy Statistics
Get a quick overview of your company’s finances with the Dashboard. It updates in real time and includes everything you need. Great for checking in from time to time.
Make Payments Easy
Create invoices for anyone (customers, vendors, suppliers), make and receive payments from any customer, and see the data updated in real time on your dashboard. All your transactions are easy to view, logged, and secure.
Handy Accounting Reports
There are reports for everything in every section. Reports help you present your numbers better and absorb information more easily.
Integrated Project Management System
Looking for the perfect project management solution that works as well as your favorite popular solutions, but is also affordable?
We’ve got you covered with essential features for all your business project management needs with WP Project Manager Integration!
Bird’s Eye View with Calendar
See your project overview with due, completed, and future to-do items. See which milestones need to be completed and who is responsible for each. Drag and drop to change the due date.
Privacy in Everything
Send messages, create to-do lists, tasks and milestones, and even share documents privately when you don’t want others to see them.
Fully synchronized with ERP
WP Project Manager is currently powering 4600+ companies with its amazing project management features. We have integrated project management and ERP solution to let you manage things in a better way.