內容簡介
Karks CRM 是一款內部客戶關係與發票管理工具，能夠在單一 WordPress 安裝中管理多家公司。它追蹤客戶資料、可計費服務、發票及付款，並能生成 PDF 發票，提升企業管理效率。
【主要功能】
• 支援多公司管理，具公司切換功能
• 前端介面讓 CRM 管理員無需 wp-admin 存取
• 客戶記錄可選擇父子關係
• 發票具行項、稅務標記及自動狀態追蹤
• 支援 CSV 匯入客戶及發票資料
• PDF 發票生成及電子郵件發送功能
外掛標籤
開發者團隊
原文外掛簡介
Karks CRM is an internal customer relationship and invoicing tool for managing multiple companies from a single WordPress install. It tracks customers (including “Jobs” nested under a parent customer), billable services, invoices with line items, and payments, and can generate PDF invoices.
Video Tour
Features
Multi-company support with a company switcher in the admin and on the front end
A front-end interface (a /crm/ page) so a dedicated “CRM Manager” role can manage everything without wp-admin access
Customer records with optional parent/Job relationships
Hourly and project-based services, optionally marked Taxable
Invoices with line items, per-line tax, and automatic status tracking (Open/Partially Paid/Paid) based on recorded payments
Receive Payment: split one payment across several open invoices for a customer and its Jobs in a single entry, from the customer profile
User-managed invoice types
CSV import for customers, services, invoices, and payments (e.g. from QuickBooks exports), including automatic service creation from imported invoices
PDF invoice generation, download, an HTML preview, and emailing, with CC/BCC support and one-click CC suggestions from the customer’s other email addresses on file
Customer Open Balance PDF/CSV export (a customer + its Jobs, oldest open invoice first), plus a company-wide Open Balance total on the Customers list
Reports (front-end): Revenue with a 12-month chart, per-customer revenue, and an Aging (accounts receivable) report, each with CSV export
Export/import a full company as a JSON file, for migrating between sites or duplicating a company as a template
Customizable front-end colors with automatic WCAG 2.1 contrast correction
Helpful Links
Official Website – karks-crm.com
GitHub Wiki – Contains a complete user and developer guide.
