Cloodo WP Workplace – CRM & Project Management for Services Business vs Duzz Portal – Stripe Custom Customer Payments

Turn your WordPress site into a complete Digital Workplace — manage CRM, ERP, Projects, Helpdesk, Services, and Client Portal in one connected system powered by Cloodo WorkSuite. “Your WordPress site looks professional. But does it actually run your service business?” We’ve spent over 15 years building and selling structured service packages online — from digital solutions to automation systems and support contracts. And we kept seeing the same problem: Agencies running WordPress But managing operations in 6–8 different tools. CRM in one system Projects in another Tickets via email Chat in WhatsApp Proposals in PDF Tasks in Trello Invoices somewhere else Nothing connected. The Hidden Problem with Service Businesses on WordPress WordPress powers over 43% of all websites globally. A majority of small and medium service businesses rely on WordPress as their digital storefront. But WordPress was built for publishing — not managing service operations. So service companies struggle with: No structured Service Packages or Pricing Tables Scattered leads across forms, email, and chat Manual conversion from quote → project → task No unified CRM + Project Management + Helpdesk No built-in Client Portal Too many disconnected plugins Growth creates chaos instead of clarity. Why We Built Cloodo Workplace We didn’t want another generic plugin. We built Cloodo Workplace for WordPress specifically for service-based businesses. It connects your website to Cloodo WorkSuite, creating a complete: CRM • ERP • Project Management • Helpdesk • HRM • Client Portal • AI Automation All inside one connected ecosystem. AI-Powered QuickStart Starting from a blank page is hard. So Cloodo integrates AI automation directly into activation. After connecting your site, Cloodo AI analyzes your: Business profile Website content Industry focus Brand positioning Then automatically generates: Company profile Structured Service Packages Pricing sections FAQs Testimonials Portfolio samples Helpdesk structure Within minutes, your WordPress site becomes a Lean Professional Service Page. You can edit everything inside Cloodo WorkSpace in your WordPress Admin. No blank page. No copywriting stress. No expensive consultants. WorkSpace (Inside WordPress) Manage your business content directly from WordPress: Services & Pricing Packages Testimonials & Portfolio FAQs & Highlights Company & Team Profiles Shortcodes & Widgets Built specifically for service management, not product catalogs. Client Portal & Helpdesk Cloodo automatically creates a Helpdesk and Client Portal for logged-in users. Clients can: Submit and track support tickets View projects and milestones Monitor tasks Access proposals and invoices Track payment status Improve transparency and client experience. WorkSuite (Cloud Backend) Cloodo WorkSuite is a lightweight but powerful CRM and Project Management system built for service teams. Unlike heavy ERP systems or complex PM tools: No overwhelming setup No enterprise-only complexity No unnecessary modules Includes: CRM Project Management Task & Milestone Tracking Estimates & Proposals Invoicing Helpdesk System Basic HRM KPI Dashboard Enough structure to scale. Simple enough to use immediately. One Connected Workflow Service Page → Quote → CRM Lead → Proposal → Project → Task → Invoice → Support Ticket → Review Cloodo connects your entire service lifecycle in one system. Your WordPress website becomes more than marketing. It becomes your Business Command Center.

Duzz Custom Portal is designed to help small service-based businesses dynamically interact with their customers right from their website. Our Stripe payments integration does what no other plugin can do: make customized payments on a project by project basis. Let your website work for you. Engage in real-time chats, foster stronger customer relationships, and enhance your revenue potential, all in one unified platform. With Duzz Custom Portal, you’re not just waiting around for contact form inquiries – you’re proactively reaching out, and most importantly, offering a payment flexibility that no other plugin currently offers. Distinctively standing apart from other Stripe-integrated platforms, Duzz Custom Portal pioneers a dynamic payment system. Instead of restricting businesses to fixed product prices or generic donation sums, our portal is the first of its kind to empower businesses with per-project invoicing. Tailor your charges, adding line items for every project facet, and presenting your clients with a clear, customized invoice. This powerful, highly customizable plugin comes ready to use out of the box, transforming your website from a static display into a customer outreach and connection tool. Features Stripe payments integration Status Feed for customers to track their project progress like tracking a FedEx Package Progress Bar showing each stage as the project progresses Data connections between Advanced Custom Fields (ACF) and WPForms Tag customers in the feed to send them email updates Invite customers to the project Bot updates when project is updated Auto welcome message for website visitors Security Duzz Custom Portal operates on a zero trust system, so your customers aren’t logging into the WordPress backend, which could be a security vulnerability. Customers don’t create an account or password, a factor that often leads to a 30% loss in sales as customers don’t want to create an account. Instead, they get a unique tracking number and link, just like a FedEx Package. The plugin is designed to allow the addition of a password system if needed in the future. For security purposes, limited data is included on the page your customers view. But it is possible to update the code if you know PHP so that fields and data are viewable by the customer. That’s not currently included in the plugin. Duzz is only as secure as your hosting provider and WordPress security plugins. Avoid storing sensitive customer information. Do not collect social security numbers or other personal ID numbers. Requirements While Duzz Custom Portal works out of the box, for full functionality, we suggest the following: – Advanced Custom Fields (ACF) basic version from WordPress repository – WPForms basic for simple fields for Name and Email – WPForms Plus for fancy fields that allow full Duzz functionality – Hosting provider should allow PHP emails as Duzz does not currently use SMTP. -Hosting provider that allows you to turn off server side caching. WEB HOSTING REQUIREMENTS Because of these extra requirements for Duzz Custom Portal, many hosting providers might not be compatible. Your site will become more dynamic and increase the usage the CPU usage of your site as your site will get more usage with all the customer interactions. The main issue though is that since Duzz Custom Portal makes your site more dynamic and interactive, any hosting provider with heavy server side caching could prevent customer pages from updating. Avoid GoDaddy Managed WordPress as they have the most heavy server side caching. GoDaddy Managed WordPress does not allow you to turn off server side caching. We recommend Siteground as they allow you to turn off server side caching with their SG Optimizer plugin. They also allow for 300 PHP emails per hour. And they are recommended for security purposes. If you plan to use Siteground, support us with our REFERRAL LINK: Click here for our referral External Libraries This plugin utilizes Composer for dependency management, which means an autoloader is in place for handling PHP classes and libraries. If you’re a developer wanting to understand the structure or extend the functionality, be aware of this setup. Composer: – Used For: Dependency management for PHP. – Source: https://getcomposer.org/ – Autoloader Path: duzz-custom-portal/vendor/autoload.php Featherlight: – Used For: Lightweight jQuery lightbox. – Source: https://github.com/noelboss/featherlight – Included Version: duzz-custom-portal/js/featherlight.js Stripe: – Used For: Handling online payments. – Source: https://github.com/stripe/stripe-php – Included Version: duzz-custom-portal/vendor/stripe/stripe-php Select2: – Used For: Making long dropdowns more user-friendly. – Source: https://github.com/select2/select2 – Included Version: duzz-custom-portal/vendor/select2/select2 Feel free to review the original, non-altered source on the provided links. These libraries are included in this plugin in good faith, with the intention of enhancing functionality, and all rights and credits belong to their respective authors. Third-Party Service Integration Stripe Our plugin integrates with Stripe to provide enhanced payment functionalities. This means that some data might be transmitted to Stripe’s servers when using the payment features of our plugin. Service Provider: Stripe Service Link: Stripe Purpose of Integration: Our plugin uses Stripe to handle payments and payment-related functionalities, ensuring secure and efficient transactions for users. Data Shared: The plugin sends payment-related data, such as transaction details and card information, to Stripe. No personal data is stored by our plugin; all sensitive data is handled by Stripe directly. Terms of Use: You can review Stripe’s terms of service here. Privacy Policy: For more details on how Stripe handles your data, please refer to their privacy policy here. We encourage all users to review Stripe’s terms and privacy policy to fully understand how your data is used and protected. By using the payment features of our plugin, you agree to Stripe’s terms of service and privacy policy. Legal & Security Notice Regarding Stripe Integration Integration Permission: Stripe provides a robust API and encourages developers to integrate its services with their applications, plugins, or platforms. Our integration with Stripe in the Duzz Custom Portal plugin is based on the permissions and guidelines provided by Stripe for such integrations. No Direct Association with Stripe: While we have integrated Stripe’s services into our plugin for enhanced payment functionalities, it’s essential to clarify that we have no direct association, partnership, or endorsement from Stripe. Any questions, concerns, or issues related to Stripe’s services should be directed to Stripe’s official support channels. Security Assurance: Stripe is known for its rigorous security standards, and we’re committed to adhering to them. Here’s how we ensure the security of your transactions: Credit Card Information: At no point does our plugin or any component of your WordPress site store credit card details. When a user inputs their credit card information, it’s directly processed by Stripe. This ensures the highest level of security, as all sensitive data is managed directly by Stripe, which employs state-of-the-art security measures. Compliance with Stripe’s Security Guidelines: Our integration with Stripe strictly follows their security guidelines. This means that any updates or security practices recommended by Stripe are implemented in our plugin to ensure consistent security. Data Handling: While our plugin facilitates the payment process, all the crucial transaction data and processing are handled directly by Stripe. This means that we do not have access to sensitive transaction details, adding an additional layer of privacy and security for the end-users. We always encourage users and administrators to keep plugins updated and periodically review and ensure the security of their website.