內容簡介
Business Manager 是一個針對 ERP、HR、CRM、和專案管理的 WordPress 外掛，能夠輕鬆地管理員工、專案、客戶、文件等等。讓你的 WordPress 網站成為一個強大的 ERP 和商業管理系統。
人力資源
Business Manager 最主要的功能之一就是 HR 管理系統，讓你可以維護完整員工檔案紀錄，例如：
儲存員工的個人和聯絡資料，包括職稱、狀態、開始和結束日期等。
附加備註與重要文件（申請書、履歷表、合約等）直接儲存在員工檔案中。
經由 Business Manager 帳號，輕鬆管理和核准由員工提交的請假申請。
為每個員工建立績效評估，包括等級、詳細報告等。
客戶管理和 CRM
透過這個功能，你可以管理所有客戶、潛在客戶和其員工的聯絡資訊，例如：
紀錄客戶和潛在客戶的名稱和商業資訊。
為每個客戶分配狀態，建立簡單的 CRM 和銷售系統。
儲存每個客戶的無限聯絡資訊。
儲存所有互動的文件和備註（如文件、合約等），方便以後查看和追蹤。
專案管理
Business Manager 提供了完整的專案管理系統，協助你維持團隊和客戶間的良好溝通和進度管理，例如：
分配專案給員工和客戶，協助彼此溝通。
建立特殊類型和狀態，將專案分門別類且更容易管理。
追蹤進度和時間表，讓每個人都知道專案目前的進展和到期日期。
透過進階的拖拉式 kanban 看板來管理每個專案的任務。
在專案開發期間為每個員工儲存詳細的筆記和文件。
隨著專案進行，儲存重要的檔案和文件。
文件管理
透過這個功能，你可以輕鬆地管理所有公司常用的檔案和文件，例如：
上傳 WordPress 支援的任何檔案類型（圖像、文字檔、PDF 等）。
透過內建而簡單的文檔版本控制系統，追蹤變更，包括記錄員工、日期和版本。
為每個部門分配檔案，讓每個員工都看到相關紀錄。
WordPress ERP
將 Business Manager 的所有功能結合起來，就是一個簡單易用的 WordPress ERP 系統。 Business Manager 提供一個比較簡單的解決方案，避免了典型 ERP 系統過度複雜的功能集合，你可以在幾分鐘內開始使用 Business Manager 的人力資源工具、專案管理、文件管理和員工工作方式的改善。
擴充套件
資產管理
輕鬆追蹤資產及其購買日期、購買價格、保固資訊、服務資訊、位置、備註等。
承包商
為公司的合同工人儲存多個個人和就業資訊的紀錄。
外掛標籤
開發者團隊
② 後台搜尋「WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager」→ 直接安裝（推薦）
📦 歷史版本下載
原文外掛簡介
Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. It allows you to easily manage your employees, projects, clients, documents, and more. Transform an ordinary WordPress installation into an ERP and Business Management system.
Human Resources
At the heart of Business Manager is an HR management system that allows you to keep detailed employee records:
Store personal and contact details along with your employee’s job title, status, start and finish dates, and more.
Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record.
Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts.
Create performance reviews for each employee with ratings, breakdowns, and more for your employees.
Announcements for Enhanced Communication: Elevate workplace communication with our new announcement feature. Deliver vital updates and messages directly to your employees, fostering an informed and connected workforce.
Client Management & CRM
Manage all of your clients, leads, and their staff’s contact information:
Record the name and business details of your clients and leads.
Assign a status to each client for a very simple CRM and sales system.
Save an unlimited amount of contact information for each of your clients.
Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions.
Project Management
Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs:
Assign projects to employees and clients for better communication.
Create special types and statuses to keep your projects organized.
Track progress and timelines so everyone knows how far along your projects are and when they are due.
Manage individual project tasks with advanced drag and drop kanban boards.
Keep detailed notes on your project as it goes through development for all assigned employees to see.
Store important files and documents for your project as it progresses.
Document Management
Store all of your company’s frequently used documents and files:
Upload any file type supported by WordPress (images, word processor files, PDFs, etc.).
Track changes with a built-in, simple document versioning system by recording the employee, date, and version.
Assign documents to departments and keep detailed notes for all employees to see.
WordPress ERP
Combining all of the features of Business Manager offers a simple and easy-to-use WordPress ERP system for your business. While most ERP systems are complex, Business Manager offers a better solution for companies with simple needs. Avoid the bloated feature sets of your typical ERP system and get started in minutes, today, with Business Manager. You’ll have human resources tools, project management, document management, and a way for your employees to work better and faster.
Extensions
Asset Manager
Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more.
Contractors
Store multiple pieces of personal and employment information for each of your company’s contract workers.
Custom Fields
Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types.
Visit Our Website to Learn More
Please visit the Business Manager website for more information about our ERP WordPress plugin:
Documentation
Extensions
Coming Soon
Support
