User Private Files – Secure Client File Upload & Sharing vs Jetpack CRM – Clients, Leads, Invoices, Billing,

Create a secure client file portal in WordPress where clients and admin can privately upload, share, manage, and exchange files and documents. User Private Files gives every user a private space for secure file sharing and document management. Let admin and clients upload documents, access files shared with them, organize folders, and exchange files with other users – all from your WordPress website. Whether you need a client portal, secure file upload, file-sharing system, document portal, or private file manager, User Private Files helps you keep each user’s files separate and control who can access them. Key Features Client File Uploads – Let clients and users upload files directly through your website. Secure Client Portal – Give every user a private space to access and manage their files. Private File Sharing – Securely share files and folders with specific users and control access. Document Management – Organize private files into folders and manage access from one place. File Management – Upload, download, move, delete, search, and manage files with ease. File Notifications – Notify users when files are uploaded, shared, or updated. File Previews & Galleries – Let users preview supported files and display images in galleries. Flexible Access Controls – Control access to files and folders based on users and user roles. Try the Live Demo All Features List | Documentation | Case Studies | Get PRO Version 🔒 Best Client Portal plugin for WordPress User Private Files is the first choice for businesses like agency, accountant, lawyer, consultant, hospital, school, institution, company, organization etc. looking to create a dedicated client portal to upload, manage, share and download private files like invoices, contracts, agreements, reports, and any other private documents. 🚀 Check the Demo Here: Full Backend Demo Frontend Manager Classic Template File Uploader File Gallery Public Files/Folder 🗝️ Everything you need in a Client Portal Plugin Easy to use User Private Files is as easy as using your computer. The sleek design gives you the freedom to manage files and folders as you want. Compatible with Themes We are using Divi theme on our demo sites. It is very compatible with Divi theme. We have tested with some popular themes like DIVI, AVADA, BE, The7, Bridge, UnCode, Salient etc. and there are no issues so far. Compatible with Elementor & other Page-Builders User Private Files plugin is compatible with Elementor builder. While editing a page create a new shortcode block and paste the shortcode [upf_manager]. Save the page and preview. Same can be followed for other builders like – Muffin, WPBakery, Visual Composer, Beaver, Divi, SiteOrigin, etc. Security First Approach Security is at the core of User Private Files. All file transfers and access are protected with the best security methods, safeguarding your confidential documents from potential threats. Use Cases of User Private Files plugin Any business like agency, accountant, lawyer, consultant, hospital, school, institution, company, organization etc. can use UPF to create a dedicated client portal to upload, manage, share and download private files like invoices, contracts, agreements, reports, and any other private documents. File Types Support Images, pdf, doc, zip, audio, video, txt, CSV etc. files are supported as they are supported by default in WordPress. You can add or restrict more custom file types with the PRO version. Customizer (PRO) Customize Color scheme of button, text and hover. Adjust your branding for frontend file sharing client portal with settings to set logo, watermark, and background options. Features Rich User Private Files is the only document management plugin you ever need. With so many features, you can convert your site into a dedicated secure file sharing portal for your clients and customers. Features like uploader, file manager, search, preview, trash, sort, view modes, zip, sharing files/folders and a lot more are what make the plugin best in file sharing solution. No Limit You can upload as many files as you want and as many folders or sub-folders can be created. There is no limit on number of files. This depends on your hosting account. No max file-size Limit User Private Files plugin do not limit on file size. It depends on your hosting account. If you are unable to upload large files, edit your php.ini or user.ini file and add this line : upload_max_filesize = 128M This will limit max file size to 128mb, change it as needed. Sometime it is managed by hosting provider, please contact your hosting provide and as them to increase upload_max_filesize. Full control over Features (PRO) Want to enable/disable some features? The User Private Files got you cover with a full fledged settings section where you can easily enable or disable some features for some or all user roles. Uploading Files/Folders Upload bulk files, folders with drag and drop feature. With the PRO version, you can add extra file types that you want to allow for uploading. Email Notifications An option in backend to configure email template. When someone shares a file/folder with a user/users, they will receive an email notification. Frontend Notifications (PRO) Users will get a notification on frontend page when a file/folder is shared with them. They can read, delete, and refresh notifications. Clicking on a notification will open that file/folder. Copy Link (PRO) Users can copy the link to a file/folder and share it with other users. Pasting the link will open that file or folder if they have access to it. Share with single user, roles, or all users Share your files and folders with a single user, multiple users, a particular user role or all users at once. Secure frontend file manager Full width front-end file manager and all uploaded files are secure that only allowed users can access. Inbuilt login form and customizer (PRO) WordPress file sharing plugin comes with a login form which is fully customizable. You can set labels and fields for the login form via the customizer. Thumbnails and File View Modes (PRO) Easily change thumbnails for default and custom file types. You can also set custom thumbnails for folders. As and admin you can control the default file view mode and allow users to toggle between Grid and List view modes. Toolbar The frontend dashboard has a powerful toolbar to perform various actions on files and folders. With the PRO version, you can control what to display or hide in the toolbar. Take full control over search, filters, buttons, and labels in the toolbar. Addons (Premium & Developer) Extend the functionality of the best file sharing plugin even more by installing the addons – google-drive integration, Custom Fields, and Text Editor. Best in class Customer Support We are fully dedicated to the User Private Files plugin and are known by our amazing support that we provide to our customers. We listen to plugin users and add features from time to time keeping the plugin up-to-date. If you have any suggestions or questions, please let us know. 🌟 Shortcodes [upf_manager] Use this shortcode in a page to display a full-features file manager dashboard on frontend of your site. If you are using the classic text editor in your site, you can directly paste this in the page content. If you are using a page builder like Guttenberg, WPBakery, Elementor etc. then you need to insert a shortcode block and then paste this shortcode in that block’s content. [upf_upload] If you like to display only Upload Box to your users, use this shortcode. [PRO] This shortcode accepts an optional attribute “id”. You can pass a folder ID to it and the file will be uploaded to that folder if the user has upload access to it. If there is no id attribute, the files will be uploaded to all files under the my-files section of that user. [upf_display] If you like to display a user’s uploaded and shared files only. This works like a gallery. This will not display any folder but will display all files from the folders. This is a limited shortcode and doesn’t offer much features. But if you just want to display all files that a user has uploaded and the files that he has given access to, then it’s a good one. [upf_selected_files] [PRO] Use this shortcode to display a list of selected files and folders that users have access to. This shortcode accepts 2 parameters called “id” and “limit_folder_view” where id is a required parameter. Pass the ids of the files or folders that you want to display and pass the roles to the second parameter separated by commas. [upf_public_folder] [PRO] This shortcode is used to display files that are publicly available and are not private. Users can view these files without the need of creating an account on your site. This shortcode requires one parameter “id”. To display all public files, use the shortcode [upf_public_folder id=”public-files”]. Change the id to a folder/file id to display specific public folders or files. You can copy this shortcode from the backend file manager. When you click the public files or any files/folders inside, you can see the shortcode on the right sidebar. Public files are only viewable (supported formats) and downloadable. There is no functionality of sharing, editing, comments etc. 📣 Features Allow your site users to upload their private files. Users can share their files with other users by using their email addresses or usernames. Only the allowed users will be able to view/download shared files and unauthentic users or guests will see a permission denied error if they have direct URL to the file. Users can remove the allowed users anytime they want. Easy to setup for administrator and easy to use for users. Front-end dashboard to allow users upload and manage their files. Full control over uploaded files to site administrator. 2 different designs – Classic and full-width modern design Filter to group files by their type (Classic design only) Translation Ready Folders system – Users can Create/Rename/Delete and Share folders Users can upload/move files within different folders Admin can share files with single, all users or users with a specific role Comments – Users can comment on shared files Email notification when a file / folder is shared with someone Backend settings to enable/disable email notification and change email subject/content Trash folder functionality Search for files and folders Interactive Dropbox like design Download file option Support for file types – image, pdf, doc, zip, audio, video, txt and CSV Support image, pdf preview and video play No page refresh – Fully AJAX Restore or Delete files & folders from Trash Beautiful animation & icons 😍 PRO version Features Backend file manager for admin to manage files Premade folders from backend file manager Sync files from Server/FTP folder Upload Folder from PC, It will create all subfolders and upload files in same hierarchy Analytics – See count of Views and Downloads for files in backend file manager Backend file manager to view and control other users files without asking them to share with admin File preview support for docx, ppt, csv, excel files etc using google doc viewer Google Drive Integration (Premium & Developer versions) Display selected files/folders only by their IDs Custom fields/columns in list view (Premium & Developer versions) Backend option to hide Search, filters, New folder button for particular user roles Text Editor Addon to create or edit text files (Premium & Developer versions) Option to Zip an entire folder and download Preview support for zip files Frontend notifications when a file / folder is shared with someone Frontend notification when a file is uploaded in shared folder with option to turn ON/OFF Frontend notification when a folder is created in shared folder with option to turn ON/OFF Email notification when a file/folder is uploaded/created in shared folder with option to turn ON/OFF Single email notification option for bulk upload Backend option to enable/disable frontend notifications Copy link to a folder or file and share with other users who have access Backend option to allow users to share with role specific & all users Backend option to enable/disable file uploading functionality based on roles Backend customizer to update colors, thumbnails, and toolbar options Grid/List views Login functionality when user is not logged in Backend options to customize login form Shortcode support for Login form to display it anywhere Option to set redirection for login form Sort files/folder Collapsible side panels on frontend New permission level View and Upload Additional shortcodes to display selected files, target folder uploading, and public files Public Files and Folders section in file manager Add privacy policy link in the right sidebar Description support for folders Display total storage used and size of each file in the backend And many more. Full Backend Demo | Frontend Manager | Classic Template | File Uploader | File Gallery | Public Files/Folder User Private Files will add file sharing functionality on a WordPress website. Plugin designed for users to upload, store, and share files securely. It emphasizes data privacy and user control, allowing individuals to manage their files with ease. Enhancing the overall user experience while safeguarding confidential information. All Features List | Documentation | Case Studies | Get PRO Version

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