WP smart CRM & Invoices FREE

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WP smart CRM & invoices FREE covers lots of “office management features”. CRM management: Customers archive grid “CRM agent” custom role Todo and appointments scheduler Annotation timeline TODO / appointment Status update Notification system ( email and dashboard ) Notification to single user(s) Notification to specific WP role(s) Custom notification rules Successive notification steps ( for mid/long term expiring services ) Customers CSV import INVOICES /QUOTATION management Dynamic creation of invoices/quotation with multi-line products Invoices/quotation creation in .pdf format Download PDF and save on the server Custom LOGO Custom header elements alignment in pdf template Configurable payment expiring dates Notification at payment expiration Internal comments and annotation Custom canvas signature in quotation ( touch compatible ) Invoices registration Custom numbering start value ( you can start to use it at any point of the year giving a starting number different from 1, conforming to your fiscal accounting ) All the records in grids are powered with filtering/grouping/sorting functions for a quick usage. All the grids information are visually enhanced with icon/colors to always guarantee a quick overview Official site and support : WP Smart CRM free plugin WP SMART CRM & INVOICES PRO VERSION Upgrade to PRO version Full page layout Avanced Scheduler con drag & drop + clone & copy Custom datasets for contacts (i.e. customers, suppliers, partners…) Custom fields File uploads for contacts Sending of emails with attachments Contacts import from other plugins (i.e. woocommerce) Multipage invoice pdf And much more! Try our DEMO User: demo Pwd: demowpsmartcrm Current supported currencies in PRO version: EUR, USD, GPB, AUD, CHF, BRL, INR, CNY, JPY Not in the list? we can add any international currency on demand…just ask! The plugin has been designed conforming to the Italian fiscal rules but we’re open to feedbacks to address specific country-based issues in EU, USA and ASIA. NOTE: the italian fiscal law system is worldwide recognized as (probably) the most tricky and confused..so it will an easy task to adapt it to any system, just ask ! If you want to send us feedback use the support forum, if you want to partecipate to its translation in more languages you can use the translation project of the plugin here on the WP repository