Cloodo WP Workplace – CRM & Project Management for Services Business vs FluentBoards – Project Management, Task Management, Goal Tracking, Kanban Board, and, Team Collaboration

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.

FluentBoards is a next-gen project management solution, designed to revolutionize your workflow with seamless organization, effortless communication, and unparalleled efficiency, ensuring you sweat less and achieve more! Create projects, assign members, set priority, manage multi-stage workflows, receive work updates, and administrate projects – all at your fingertips without leaving the dashboard. 🧐WHAT MAKES FLUENTBOARDS SPECIAL? 🛡 Ensure the complete security of your data 💼 Organize tasks, track progress, and collaborate efficiently 📋 Create & customize workflows that align perfectly with your team’s goals 💬 Communicate seamlessly, stay on top of deadlines, and work together cohesively 🔔 Whether you’re in the office, at home, or on the go, manage your projects wherever you are 📊 Get real-time insights and make informed decisions to keep projects on track FEATURES ✅ Create unlimited tasks/projects and assign them to your team ✅ Manage multiple projects together in a centralized hub ✅ Add due date, assign labels, set priority, and add CRM contact to your tasks ✅ Manage multi-stage workflows in the Kanban board ✅ Easily identify and resolve any bottlenecks for smooth task management ✅ Filter and check task progress by assignee, due date, priority, and labels ✅ Change or reorder task stages by simply dragging or moving ✅ Switch between Kanban and the table view to visualize tasks differently ✅ Communicate with the team, receive in-depth activity history, and improve coordination ✅ Drop and share links or important files in any task or comment ✅ Customize the board background and make your workspace unique ✅ Receive instant email notifications on work status and stay updated ✅ Make administrative tasks a breeze and manage your resources efficiently 🗂️PROJECT MANAGEMENT Managing projects is a nightmare when you select the wrong tool. But with FluentBoards you’ll enjoy the simplest management of the toughest projects! From creating projects to completing to-dos, the journey is enjoyable and stress-free, making your workflow smooth and helping you achieve goals in the smartest way possible! Create and manage unlimited projects and delegate tasks among team members Break down complex projects into biteable tasks and simplify managing Handle multiple projects together and make the best use of resources Add CRM contact to any task and give your team relevant client information Track every task in-depth with activity history Stay laser-focused on your projects and task statuses from your dashboard 🎯GOAL TRACKING Take control of challenging projects by setting a clear roadmap for achievement and hitting your goals effortlessly. Add deadlines, set task priorities, track progress, and align tasks with overarching objectives to ensure everyone understands project priorities and unleashes their full potential. Set task deadlines and keep your team on track for timely completion Indicate task importance by setting priority as – Low, Medium, or High Filter tasks by assignees, stages, and priorities and gain actionable insights Receive real-time insights on task progress and optimize your workflows ⚙️WORKFLOW VISUALIZATION Get a bird’s eye view of your workflow stages and learn how your team is doing. Find out bottlenecks easily and improve your workforce productivity. Manage multi-stage workflows with dynamic Kanban board Monitor project progress and assignee performance in real-time Switch between Kanban board and table view for smooth project management Organize and filter your tasks using colored labels Customize your board background with a custom image 💬REAL-TIME COMMUNICATION Stay focused, and be clear about your work and responsibilities. Take projects, solve problems, and achieve targets collaboratively with your team, and stay on track toward success. Get timely email updates and stay in the loop with your work Communicate with your team in real-time and improve team collaboration & coordination Add links or upload files and give your team access to important documents 🛠️ADMIN & SECURITY No more administrative hassles or information insecurity! Make your administrative tasks a breeze and regain control with robust security measures, ensuring your sensitive data remains safeguarded and your operations run smoothly. Add members, grant access, and assign roles for clarity and responsibility Scan and monitor team members’ progress and performance on assigned projects Swiftly add new admins and manage permissions for a smoother workflow Ensure robust data security and keep your information safe 🖥️DASHBOARD The elegant dashboard is designed to keep you informed about your current objectives and upcoming challenges. So that whenever you log into your site, you can quickly assess your progress and plan your next steps with clarity and efficiency. Search or go to any board easily Create a new board effortlessly Explore your most recent projects in a single click Easily filter your upcoming tasks, overdue tasks, and high-priority tasks 🥷BUILT AND CRAFTED BY NINJAS Developed by experienced developers with over a decade of expertise in the field, this tool is created by the same creators behind Ninja Tables, FluentCRM, and Fluent Forms, renowned for their swiftness and contemporary approach. INTEGRATION FluentBoards comes with the most advanced integrations to ensure you run your projects with the highest efficiency and achieve your goals effortlessly, streamlining your workflow and maximizing productivity. FluentCRM Craft dynamic automation funnels with triggers for new boards, tasks, and task stage changes Receive real-time updates when new boards/tasks are created or when task stages change FLUENT FORMS Simplify task creation through form submissions Easily create tasks for specific contacts Other Plugins By WPManageNinja Team FluentCRM – Email Marketing Automation and CRM Plugin for WordPress Fluent Forms – Fastest WordPress Form Builder Plugin WordPress Helpdesk and Customer Support Ticket Plugin Ninja Tables – Best WP DataTables Plugin for WordPress Ninja Charts – Best WP Charts Plugin for WordPress Paymattic – Simple Payment Donations & Subscriptions Plugin