Sales Workspace vs CPO Content Types

Sales Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales and quote work inside WordPress. Instead of jumping between spreadsheets, notes and disconnected files, you can keep your clients, products and quote documents organized from the same admin area you already use. The free plugin focuses on the essentials: a simple CRM-style client list, a lightweight product catalog and quote documents you can create, edit, view and print. What you can do with the free plugin Manage clients with company/name, email, phone and notes. Search and organize your client list from WordPress. Create and maintain a basic product catalog. Add product name, price, category and active/inactive status. Create quote documents connected to clients and products. Edit quantities, prices, totals and internal quote details. View, print or save quote documents from the browser. Keep the workflow simple, fast and easy to understand. Use the plugin without artificial limits on clients, products or quotes. Built for real sales work Sales Workspace is designed for people who need a useful quote and sales tool, not a bloated platform. It is a good fit for: Web agencies that prepare quotes for clients. Local businesses that sell products or services by quotation. Freelancers who want a cleaner sales workflow inside WordPress. Small teams that need a shared place for clients, products and quotes. WooCommerce site owners who want a more sales-focused workspace around their catalog and customers. Why this plugin is different Many CRM plugins are too complex for small teams. Sales Workspace keeps the free experience focused on the quote workflow that matters most: Add the client. Add or select products. Create the quote. Review the total. Print or save the document. Keep the record inside WordPress. No unnecessary setup. No artificial free limits. No complicated onboarding. Optional Pro add-on Sales Workspace Pro is an optional separate add-on for teams that need advanced sales tools. The Pro add-on is intended for teams that need more advanced workflows, such as enhanced quote actions, custom branding, professional printable documents, CSV import/export, WooCommerce-connected product workflows, product images, sales rep tools, client assignment tools, WhatsApp/email sharing and sales team reporting. The free plugin remains fully functional for basic clients, products and quotes management. External services The free plugin does not connect to external services automatically and does not send your site data to third-party services for its core functionality. The admin banner includes an optional Suggestions button. It opens the administrator’s email client with a message addressed to [email protected]. The plugin does not send suggestion emails automatically from your server. Quote sharing buttons may open WhatsApp Web (https://api.whatsapp.com/) or Gmail (https://mail.google.com/) in the administrator’s browser when the administrator chooses to share a quote. The plugin only builds the link with the quote text selected by the administrator; it does not send the message automatically and does not contact those services in the background.

NOTE: This plugin is meant for use with the WordPress themes developed by CPOThemes themes, which take advantage of it to add richer content areas and designs. Check them out! CPO Content Types is a utility plugin that adds support for a specific set of content elements within your WordPress installation. This plugin will add seven custom post types to your site: slides, features, portfolios, services, team members, testimonials and clients. You can still use CPO Content Types for any WordPress theme, although you will have to create your own page templates. Included Content Types Slides Feature Blocks Portfolio Items Services Team Members Testimonials Clients Highlights Only the content types supported by the current WordPress theme will be shown, to avoid crowding your admin menu. You can still override this and show any content types if you want. This plugin is perfectly compatible with any theme: you will be able to manage your content just fine. However, there are no templates included and it is up to the theme to handle them. The portfolio post type included here is different from other portfolio plugins, and can be used in conjunction with them. For instance, you can still use JetPack portfolios at the same time.