前言介紹
- 這款 WordPress 外掛「CRM ERP Business Solution | freelancers & SME | for WordPress & WooCommerce」是 2021-03-04 上架。
- 目前有 100 個安裝啟用數。
- 上一次更新是 2024-11-25，距離現在已有 159 天。
- 外掛最低要求 WordPress 3.0.1 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.2.4 以上。
- 有 2 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
crm | ERP | WooCommerce CRM | business solution | customer relatioship |
內容簡介
p; track your due payments
CRM ERP Invoicing
print or send by email PDF invoices to your customers
apply discounts per line or in total
add your payment method per invoice – you predefine in settings
Synchronise Stock: When the payment is completed the product Stock will be Updated, decreased in Stored Products
add due payments to your invoices & track your balances
add custom information (eg.: notes) in your invoices or automate the information insertion
Customise your invoice layout using templates
CRM ERP Offers
create & send PDF offers to your customers by email
apply discounts per line or in total
add your payment method per offer – you predefine in settings
Synchronise Stock: When the Payment is completed the Products stock will be Updated, decreased in Stored Products
add Due Payments to your Invoices & track your Balances
add custom information (eg.: notes) in your offers or automate the information insertion
Customize your offer layout using templates
CRM ERP Appointments
add your Business Appointments with your existing Customers
View them in Calendar mode or list mode
Apply Reminders for set appointments
Add custom information (eg.: Notes) in your Appointments
Send email reminders 24 hours before the appointment time
Edit your Appointments or delete them
CRM ERP Reports
View your Sales Statistic by date range with options ( by user, by customer, by product )
View your Calculated Sales by date range (Daily, Weekly, Monthly)
CRM ERP WooCommerce Integration
With the WooCommerce Extension you get the following extra functionality in CRM ERP:
WooCommerce Customers are import automatically to CRM ERP Customers
WooCommerce Orders are imported automatically to CRM ERP Transactions as either Sales or Customer Payment
Invoice and Offer status are updated in WooCommerce store
原文外掛簡介
CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce mainly targeting freelancers and small businesses aka SME that need a data processing software to manage their business better.
It Provides an interface where you can add customers, suppliers or vendors, offline products or services, print and send invoices , send offers, add your business appointments.
CRM ERP BUSINESS SOLUTION plugin objective is to provide an easy to use inteface within WordPress backend to better and faster manage your business.
CRM ERP Business Solution plugin does not require WooCoomerce as is a fully functional system for your offline Transactions – but with the relevant WooCommerce Extension >> , it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing etc.
WHAT YOU CAN DO
– add offline products or services
– add customers , vendors or suppliers && track their balances and interaction with your business
– add your offline sales or payments to vendors
– print and send by email PDF invoices
– write and send by email PDF Offers to customers
– add your business appointments with Customers
WHO CAN USE IT
CRM ERP BUSINESS SOLUTION plugin can work for those that sell online with WooCommerce and/or sell only offline.
With the business owner in mind that already has
* a web presense or their company ie manages a WordPress website or
* the one that sells online using the WooCommerce eshop solution
HOW DOES IT WORK
Install & Activate the plugin
Create Customers & Vendors/Suppliers
Create your Offline Sales from Customers or Payments to Vendors
Add Due Payments to your offline sales or payments to vendors
Print and Send Invoices to Customers by Email
Add yout Business Appointments
View all your Sales and Payments Statistics
ALL CRM ERP FEATURES IN DETAIL
CRM ERP Business Solution allows you to import offline Services / products
you can define Product Category
you can define Product Price
you can define Product Description
you can define Product Image
you can define Product Brand
CRM ERP customers / vendors
import your customers & vendors
add vat, billing address and info
track their Balances and meet your Customer Relationship Management needs
get a nice graphical presented user record page
View all the user activities with your business
User Personal info in detail
Transactions imported in CRM EPR in detail
Offers made to User in detail
Products bought – extracted by transactions made
CRM ERP Offline Sales
import your offline sales easily & set as Invoice Or direct Payment
select products from your database for your sale transaction
select Customer from your database for your sale transaction
apply discounts per product & in total
add your payment method per Sale transaction – you predefine in settings
Synchronise Product Stock: with each transaction Stock will be Updated , decreased in Offline Sales ( same way an Eshop works )
add payments to your sales &
easily track each transaction balance
print & send Invoices to Customers
CRM ERP Offline Payments/Purchases
import your offline payments to Vendors
select products from your database for your payments transaction
select Vendor from your database for your payments transaction
apply discounts per product & in total
add your payment method per Payments transaction – you predefine in settings
Synchronise Product Stock: with each transaction Stock will be Updated , Increased in Payments from Vendors / Suppliers
add payments to your Transactions easily &
track each transaction balance
CRM ERP Invoicing System
print & send by email Invoices with a click of a button
select if you need an Invoice in every transaction in your settings
use receipts instead of Invoices
receipts in transactions payments that can be viewed and send by email
auto generated template that includes business, customer details , notes, product info and totals
ability to include your company logo
customize your Invoices color scheme easily from plugin settings
CRM ERP Offers
print & send by email Offers to your Customers & Vendors
Dynamically generated Offer form where you select your Products, the User for the Offer and you can write Custom Text to your User
Track all your Offers easily by date and customer
Easily turn any Offer to Invoice and send to Customer
CRM ERP Appointments
insert all your Appointments with your Customers or Vendors & never lose track!
get a List or Calendar view of Customers appointments, whatever fits your needs!
view All User Appointments in Customer or Vendor Record page
add New Appointment from Customer or Vendor Record page
CRM ERP Sales & Payments Reporting
comprehensive Reporting of All your Transactions | Sales & Payments to Vendors
Reporting for Sales | you get reporting By Transaction, Product, Category, Customer, Payment Method with Date Filters & count numbers to fast track your results
Reporting for Payments to Vendors | you get same reporting with Sales for all your transactions with your Vendors
Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year
Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month
General Reporting | get a fast overview graphical representation of all Balance, Total of Sales & Payments & Total of Pending Payments
YOU NEED MORE FEATURES OR A WOOCOMMERCE INTEGRATION?
PRO ADDON >>
offline product stock inventory: add stock quantities & update Inventory after each Transaction
bulk emails: send bulk emails and per customer or vendor & keep track
support ticket system: ticketing system for both backend & frontend submission & resolve all customers issues
user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) & know them better!
user segmentation: easily further categorize your customers or vendors, valuable asset to query later & view your segment statistics or send email in bulk!
user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!
products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!
bulk import/export: fast & easily import & export sales, payments, customers vendors & appointments with the power of excel!
Get CRM ERP Business Solution PRO Addon here >>
WOOCOMMERCE INTEGRATION ADDON >>
products stock inventory unified across eshop & retail!
WooCommerce Products: integrate into CRM ERP transactions
customers: integrate in CRM ERP & check all the Stats and Balances
eshop Orders: view All Eshop orders per customer in CRM ERP Reporting and Customers Record Page
invoicing: integrate CRM ERP invoice system fro Eshop Orders
wholesale prices: apply wholesale in simple & variable products
reporting: integrate WooCommerce Sales Reports in CRM ERP
helpdesk system: integrate CRM ERP support ticket system for Eshop Customers *
HPOS WooCommerce Orders tables compatible 100%
Get CRM ERP Business Solution WooCommerce Addon here >>
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「CRM ERP Business Solution | freelancers & SME | for WordPress & WooCommerce」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.4 |
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