ERP vs Jetpack CRM – Clients, Leads, Invoices, Billing,

The Ultimate Company/Business Management Solution For WordPress With HRM, CRM, & Accounting 👉 Official Free Demo Link: Official Demo of ERP 👉 Learn More About ERP (PRO): All The Features of ERP PRO Supercharge Your Growing Business With Our All-in-One ERP Plugin ERP is the only complete Enterprise Resource Planning (ERP) solution built specifically for WordPress. It helps you manage your business, employees, and finances all in one place, directly from your WordPress dashboard. You can manage your entire HR related tasks, CRM, and accounting using the ERP plugin. You can also connect your WooCommerce store using powerful CRM tools to handle customer relationships more effectively. The WooCommerce CRM module of the ERP plugin helps you see customer activity, order history, and interactions, everything in one place. ERP is ideal for small to medium-sized businesses. It’s designed to be simple and easy to use, with no technical expertise required. With just one-click activation, you can get started in minutes and begin managing your business more efficiently. The mobile app version of ERP is also available for both Android and iOS. If you are an ERP Pro user, you will get the mobile app included in a specific tier. Core Modules of the ERP Plugin to Manage Your Business ERP comes with three essential, pre-built modules that help you streamline your business operations directly from your WordPress dashboard: WordPress HR Management: Manage your team effortlessly. Keep track of employee profiles, attendance, leaves, payroll, and more right from your WordPress admin panel. WordPress CRM System: Streamline customer relationships. Track leads, manage sales, and maintain detailed customer records, all within an easy-to-use interface. Ideal for growing businesses. WordPress Accounting System: Stay on top of your finances. Easily manage invoices, track expenses, generate financial reports, and integrate seamlessly with WooCommerce to keep your business running smoothly. Why Choose ERP for Your Business? Free Core Plugin: You get the basic features (HR, CRM, and Accounting) at no cost. Only pay for additional extensions, users, and premium support. Self-Hosted: ERP runs on your own server, so your business data belongs to you and not a third-party cloud service. WooCommerce Accounting & CRM: Seamlessly sync WooCommerce customers, orders, and inventory with your accounting and CRM systems. Complete Recruitment System: Post jobs, accept applications, and manage your entire hiring workflow directly from WordPress. Top Accounting Features: ERP offers the required accounting tools for small businesses. ERP Mobile App: Comes with both Android and iOS versions. Fast & Real-Time: Enjoy quick performance, especially with a personal hosting server. Access Anywhere: Use ERP on any platform or device. It’s that simple. Easy to Use: The interface is intuitive. Anyone can use it without much training. Secure: ERP meets WordPress security standards. Your data stays private and under your control. Lightweight & Modular: ERP is divided into components. You can expand your system step-by-step as your business grows. Customizable: You can easily modify ERP to fit your industry-specific needs. Open-Source: ERP is open-source. It’s easy to customize and develop. Designed for Collaboration: Easily share, track time, and review projects with your team. Privacy Focused: Your data is protected at every level of work. 🔥What You Get with ERP Core (Free Version)🔥 Here are some of the key benefits you get with our free ERP plugin, the pioneer WordPress ERP solution: Your Own Company Profile: Set up and manage your company profile easily within the system. Full Control Over Operations: Get complete control of your business processes from one place. Unlimited Users: You can use the ERP free version by adding unlimited users. Easy Employee Management: Manage employee details, attendance, and leave requests without the hassle. 44+ Currency Support: Handle transactions in over 44 currencies, which makes it easy to work with international clients. Overview of All Modules: Get a clear view of HR, CRM, and Accounting modules to keep your business organized. Notification Emails with Templates & Shortcodes: Send automated notifications using customizable email templates and shortcodes. Support & Documentation: Access helpful documentation and receive support when you need it. HR Management Without the Complexity Create your very own HRM system for your company, just the way you like it! Free Features of ERP HR Manager Module module: Manage All Company Information: Keep your company details organized and up to date. Manage Locations: Add and manage various company locations easily. Easy Employee Management: Effortlessly handle employee details and track their progress. Departments & Designations: Add and list departments, roles, and designations within your company. Create Employee Profiles: Build detailed profiles for each employee, with editing privileges. Share Announcements: Communicate important company-wide announcements to employees. Manage Holidays: Keep track of public and company-specific holidays. Leave Requests: Allow employees to submit leave requests directly through the system. Leave Policies & Attendance: Set leave policies and manage attendance with ease. Employee Reports: Generate reports based on employee age, gender, headcount, salary, and years of service. Recruitment: Publish job posts directly on your site, build custom screening questionnaires, and systematically manage candidates through every stage of the hiring pipeline using the ERP Recruitment feature. Free CRM – Manage Clients Without the Mess The ERP CRM module helps you manage leads, customers, and contacts in a clean and organized way. It’s built to make your follow-ups smarter and your relationships stronger, right from your WordPress dashboard. Free Features of ERP CRM Module: Create Contacts with Life Stages: Organize leads, prospects, and customers by priority. Contact Groups: Group contacts for better segmentation and communication. Customer Notes: Add notes to keep track of important details and updates. Activity Logs: View a complete history of customer interactions and deals. Schedule Meetings and Calls: Plan activities directly from the contact profile. Company Profiles: Store business details alongside individual contacts. Smart Filtering: Use keywords or attributes to find the exact contact you need. Saved Filters: Save your favorite search conditions for quick access later. Assign Tasks and Contacts: Let the right agent handle the right customer at the right time. CRM Reports: Generate activity reports that show customer progress and business growth. Free WordPress Accounting Made for Non-Accountants You don’t need to be a finance expert to handle your business accounts. The ERP Accounting module is built for anyone who wants a simple way to manage money. The interface is clean, and everything just makes sense—even if you’ve never used an accounting tool before. Free Features of ERP Accounting Module: Visual Dashboard: Track income, expenses, receivables, payables, and account balances at a glance. Reports That Make Sense: Get trial balances, ledgers, income statements, sales tax reports, and balance sheets. Set Financial or Fiscal Year: Choose your accounting year easily. Opening & Closing Balances: Add opening balances and generate closing sheets for each year. Ready-to-Use Ledgers: Comes with default ledgers for assets, liabilities, income, and expenses. Custom Accounts: Add new ledger or bank accounts based on your business needs. Invoice Management: Create and send invoices for products or services. Quotations & Estimates: Share estimates with clients before closing the deal. Receive Payments: Accept full or partial payments from customers. Create Bills: Generate bills for vendors, employees, or customers. Pay Bills: Make payments and track them easily. Direct Expenses & Cheques: Record direct expenses or issue cheques when needed. Purchase Reports: See what you’ve bought and from whom. Vendor Payments: Track and manage outgoing payments to vendors. Product Management: Add products and organize them into categories. Unlimited Users: Create as many vendors, customers, or contacts as needed. Partial Payments: Handle split payments without confusion. Bank Account Management: Add multiple bank accounts and track your finances with simple graphs. Journal Entries: Create manual entries for any custom transaction. Tax Management: Set tax rates, agencies, zones, and categories. Pay taxes to the proper agency. PDF & Email Support: Send PDF copies of invoices, bills, and transactions by email. Filter by Date: Sort reports and transactions by date range. Print Support: Print any report or transaction whenever needed. Getting started with the ERP plugin is only a matter of moments. Check out the detailed documentation created by us to help you run your HR, CRM, and Accounting in the best way. 🔥ERP PRO – PREMIUM EXTENSIONS & FEATURES🔥 Upgrade your ERP experience and manage your growing business with more control, automation, and flexibility. Everything runs inside your WordPress dashboard. Why ERP Pro? Build a reliable and scalable business management system. Get 9 powerful premium extensions with a single plan. Pick and use only the features your business needs. ERP mobile app (Android & iOS) included in a specific tier of ERP Pro. Enjoy priority support from our expert team. Pay only for what you use with user-based pricing. Upgrade or downgrade anytime, no hassle. Unlock advanced CRM tools like WooCommerce CRM. Improve HR with Advanced Leave Management and Frontend Access. Track your WooCommerce store finances with WooCommerce Accounting integration. What you will get with ERP Pro Take your workflow to the next level with these premium extensions: Advanced Leave Management: Set up different types of leave like sick, casual, or earned leave. Define rules, assign policies, and track balances for every employee. It’s flexible and works for teams of any size. ERP HR Frontend: Bring HR features to the frontend of your site. Let employees clock in, clock out, apply for leave, and view their profiles—without accessing the backend. Ideal for remote teams and non-tech users. Awesome Support Sync: If you’re using Awesome Support for ticketing, you can connect it with your CRM. See support tickets inside the contact’s CRM profile, so you always have full context when dealing with clients. Gravity Forms Sync: Every time someone fills out a form created with Gravity Forms, ERP CRM can instantly turn that data into a contact. No manual data entry needed. Help Scout Integration: Sync contacts between Help Scout and ERP CRM. You’ll be able to see contact details and previous communication from both platforms, saving you time and avoiding confusion. Mailchimp Contacts Sync: Import your Mailchimp subscribers into the CRM and keep the lists updated. You can also push CRM contacts into Mailchimp for email marketing campaigns. Salesforce Contacts Sync: Connect your Salesforce account to ERP. Bring over your contact lists and manage them right from your WordPress dashboard without switching platforms. Hubspot Contacts Sync: Sync HubSpot contacts and import them into your CRM. It helps you keep your contact database clean and up-to-date across both systems. Zendesk Integration: Automatically pull ticket submitters from Zendesk into your CRM. You can convert them into leads or customers, and manage their relationship from one dashboard. Choose Other Premium Extensions related to HR, CRM, and Accounting That Fit Your Business Needs Need more control over how your business runs? Add any of these premium extensions to improve your workflow. Payment Gateway: Accept payments using popular gateways like PayPal and Stripe. It’s easy to connect and seamless for online transactions. Recruitment: Post job openings, collect applications, and manage the entire hiring process all from your WordPress dashboard. It’s a complete job listing and resume management tool. Attendance: Track when your employees clock in and out. Monitor work hours and match them with their leave records. Everything is digital and organized. Training: Keep a record of employee training programs. Assign training, monitor progress, and improve team performance over time. WooCommerce Integration: Sync your WooCommerce customer data and order details directly with ERP. Let your agents handle CRM and Accounting in one place, with no data gaps. Custom Field Builder: Need to collect more information from employees or customers? Add custom fields to forms without touching code. Payroll: Automate salary calculations and payouts. Handle taxes, deductions, and payment records without stress. Deals: Help your sales team close more deals. Track opportunities, set stages, and follow up with leads from inside the CRM. Workflow: Automate routine tasks inside ERP. From lead assignment to onboarding and WooCommerce follow-ups—set it once and let it run. Reimbursement: Manage your employee expenses and complete payments easily and effectively using ERP Reimbursement. Document Manager: Store and access your company and employee documents on-site with ERP’s powerful document manager. Inventory: Managing your inventory for your products within your accounting software can be done with WooCommerce accounting. Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place. Making your employee management and asset management easy with one extension. SMS Notification: Send instant SMS alerts to employees, customers, or agents. Use it for leave approvals, new tasks, reminders, and more. Fast, direct, and reliable communication right from your ERP. WHAT OTHERS HAVE TO SAY ABOUT ERP: 👉 Businesses Using ERP Solution: Success Stories That You Can’t Afford to Miss Out 👉 ERP Wins Two Prestigious ERP Software Awards From FinancesOnline 👉 ERP: Journey of Bringing Revolutionary Changes in the WordPress Industry to Becoming the No.1 ERP Solution View More Blogs ⏩ SOME OF OUR RESOURCES ON ERP 👉 Introducing ERP Pro: Get User-Based Pricing & Manage Your Business Like An Expert 👉 How to Translate WordPress ERP to Your Favorite Languages Easily 👉 How to Install ERP on Your WordPress Site (with Configurations) 👉 A Beginner’s Guide to Implement ERP System on WordPress (Free) VISIT OUR WEBSITE TO LEARN MORE ➡️ ERP, Inc. ⬅️ Privacy Policy ERP uses Appsero SDK to collect some telemetry data upon the user’s confirmation. This helps us to troubleshoot problems faster & make product improvements. Appsero SDK does not gather any data by default. The SDK only starts gathering basic telemetry data when a user allows it via the admin notice. We collect the data to ensure a seamless user experience for all our users. Integrating Appsero SDK DOES NOT IMMEDIATELY start gathering data, without confirmation from users in any case. All the promotional data for marketing are fetched through REST API from the official website of ERP Contribute This may have bugs and lack many features. If you want to contribute to this project, you are more than welcome. Please fork the repository from Github. Our other popular WordPress plugins Dokan Multivendor Plugin: Your go-to WordPress plugin to build any type of multivendor marketplace. WP User Frontend: All in One Frontend Post Submission, Membership, Profile Builder, & WordPress Editor Plugin. WP Project Manager: Best Project Management …

Did you know entrepreneurs earn more money with a good CRM? Jetpack CRM is the no-nonsense CRM for WordPress. Easily make more profit and have happier business interactions every single day. 🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features 📈 Jetpack CRM Benefits: Simple & Practical: Useful features that impress customers Fully ‘yours’: Install it on your WordPress. You hold the keys Free: No giant monthly fees. Good value extensions are optional See all CRM Features 🤵 Who’s already using Jetpack CRM? Thousands of entrepreneurs use Jetpack CRM every day. We’ve noticed a common trend to the following use cases: eCommerce sites (the best WooCommerce CRM, with integrations for PayPal and Stripe) Agencies & Pro Freelancers Start-up & Non-profit Local business & small teams (from personal trainers to yoga academies!) Because Jetpack CRM is so adaptable & extendable, there are many individuals who don’t fit these groups, but find innovative ways to use our CRM to manage their contacts. 🧰 What is Jetpack CRM good at? Jetpack CRM is designed to be straight forward and impactful, but that doesn’t mean it’s not flexible. Here are some things Jetpack CRM works well as: An invoice plugin for WordPress and WooCommerce. A client manager for WordPress, with a Client Portal for contacts to view quotes, invoices, transactions, and files. A lead generation tool for WordPress. A plugin to make quotes and contact proposals right in WordPress. A billing system for WordPress. Jetpack CRM can be connected to Stripe and PayPal via extensions and work as a payment gateway. A plugin to manage your business transactions and payments in WordPress. You can use it as a CRM for WooCommerce, tracking orders and automatically syncing payment transactions. 🚲 How to get started (Try out this CRM) From reading this to understanding Jetpack CRM will probably take you 10 minutes. Familiar with WordPress? You’ll be set up in under 5 minutes. The Jetpack CRM plugin installs in seconds, with a super-quick welcome wizard to get you started. Adding a contact is straightforward. Creating a quote, or invoice: even simpler. Give it a go, you’ll see! Easy CRMs get used. Easy CRMs make your contact data work for you. We aim to make this easy, so you can get on with running your business. Need a helping hand? No worries. Just ask here. 💸 Manage your business effectively Keep your business information in order. Make proposals and send them to your contacts as quotes. Make and send invoices to your clients and get paid through the client portal. Our billing system will allow you to track transactions and payments that your clients make for your products and services (simple, effective accounting). Supercharging Jetpack CRM with optional extensions We’ve built a few extras for Jetpack CRM, but they’re mostly offering functionality outside the core CRM, so we’ve separated them into individual extensions. These all have a supercharging effect on your CRM, but none are essential. Here’s a selection: CRM Sales Dashboard Automations Mail Campaigns CSV Importer Pro Advanced Segments Client Portal Pro Invoicing Pro Gravity Forms (Contact forms) Contact Form 7 (Contact forms) AWeber (Email marketing) ConvertKit (Email marketing) PayPal Sync Twilio (for SMS Sending) 👉 View all of the CRM Extensions 🥼 Try Jetpack CRM Today! Download our WordPress CRM plugin from this page, or visit the JetpackCRM.com download page. 🗺️ Jetpack CRM Customer Relationship Manager Features Below we’ve highlighted some of the main features of the CRM: ⚙️ Core Features Contact Management: Add and manage Leads, Customers, or other Contacts Quote Builder: Write & Deliver stunning online proposals to clients Invoice Builder: Easily and quickly bill clients and get paid with online billing Transaction Manager: Log payments and refunds against contacts Client Portal: Allow contacts to view proposals, invoices, and files on your website Front-end Forms: Collect leads from your posts, pages, or widgets, straight into your CRM Task Scheduler: Schedule and manage a calendar against contacts and companies Segments: Create dynamic segments which allow you to group contacts based on data in your CRM WooCommerce Sync: Sync customers, transactions, and invoices from WooCommerce Self-hosted: Because you run Jetpack CRM on your WordPress, you keep your data, always 🧑‍💼 Contact-Centric CRM Activity Log AKA & Aliases Attach Files Client Portal Dynamic Segments Social Integration Tags 📅 Easy to Manage, day-to-day Tag any object: Tag contacts, quotes, invoices, transactions, etc., to help manage lists Custom Fields: Add as many custom fields as you need for your business insights B2B (Business 2 Business) Mode: Add and manage companies and contacts at companies Built-in CSV Customer Importer: Import from a wide variety of sources with CSV files Super-easy Extensions Manager: Easily turn CRM features on or off CRM WordPress User Roles: Give your team the right access 🚀 Modern. Lean. Accessible International – Languages & Currencies: Translation-friendly DIY CRM 🇪🇺 Make sure you are GDPR compliant by knowing where your data is stored! 📈 Growing your small business Supports practical, everyday small business actions A great hub in your lead generation toolkit A growing set of extensions to grow your business by getting more clients 🏢 B2B Sales B2B Mode Companies Proposals 🧑‍💻 Developer Ready API Developer Guides Zapier 🧙 Easy Setup Welcome Wizard Welcome Tour Custom Fields System Email Mail Delivery 🛡️ Backed by Automattic Jetpack CRM is part of the Automattic family Superb as a WooCommerce CRM Consistent development and improvements 🏷️ White-Label CRM Rebranding Engine: Brand your CRM with your company name or a contacts (and logo!) WordPress Override mode Fully takeover WordPress and make Jetpack CRM a standalone CRM (optional) Branded login and disabled front-end make this resellable too! Select the menu style you like: Slimline, CRM only, or Full 🧾 CRM Audit system Automatically log contacts events like “new invoice” or “filled out web form” Keep a track of contacts calls or meetings See all contacts activity at-a-glance from the contacts record, (useful for accounting) NEW: Automations extension provides automatic actions on events! ➕ Too much more to mention here… PDF Invoicing, billing statements and more client tools Invoice builder with line items, hourly or item rates, email invoices and get paid via client portal! Tax Table management – assign multiple local/national taxes to Invoices or Transactions Quote Templates allow you to prepare proposal templates ahead of time Lead generation via a range of form support, including Contact form 7, Gravity forms, Jetpack Forms, and our own CRM forms module Email Marketing with Mail Campaigns Automatically sync WooCommerce data into your CRM! Import PayPal and Stripe data into your CRM (requires extension) Build Automations and slick workflows around clients and billing See all features 👔 SME, Small Business, & WordPress Entrepreneurs Built for business managers and bootstrapped entrepreneurs, Jetpack CRM is the perfect start-up tool to manage your business essentials. We’ve added just enough billing and accounting for freelancers and small teams, without getting lost in the potential feature bloat of full accounting and erp software. We didn’t add HR tools, but we do have user management. Customer Relationship Management is meant to make lead management easy. Start with a contact form builder and lead generation, track contacts through funnel analytics then use newsletters and email marketing to grow your profits by selling to contacts at companies. Jetpack CRM is the perfect first step to improving your small business. Try it for free! 📃 Privacy Policy For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here Jetpack CRM and the WordPress CRM When choosing between a SaaS CRM and a WordPress plugin-based CRM, we’re confident that after you’ve tried JPCRM for lead capture and lead management in your small business, you’ll see that it’s quite a natural fit. It’s logical to have your lead generation tools or contact form builder next to your CRM. Where better to optimise your funnel than by tracking results right in your WordPress CRM dashboard? Whether it’s as a WooCommerce CRM, a simple lead management and funnel tool, or the ultimate dashboard for your business manager, Jetpack CRM improves your business insights. 🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features