WP ERP

from $9.99/month Get Free Trial

Learn this WP ERP evaluation to study extra about its core options, pricing plans, integrations, professionals & cons, and extra.

Discover out if this instrument has all of the options it’s essential to run your enterprise.


What’s WP ERP?

WP ERP is a web-based ERP answer that’s primarily designed for web sites powered by WordPress. 

The ERP features a bunch of key modules resembling CRM, Accounting, Challenge Administration, and HR that present the proper instruments and options to streamline core processes in each enterprise division. 

Apart from, the seller additionally provides a variety of premium extensions that guarantee all modules go above and past to satisfy your enterprise necessities. 

All in all, the instrument primarily goals to simplify your enterprise workflows and enhance the general effectivity of your enterprise.


Vendor Particulars


WP ERP Key Modules 

CRM

This module will enable you to arrange your buyer relationship administration. You’ll be able to simply establish and observe up with new leads, shoppers, and subscribers. The WordPress CRM has a free and a paid model. 

Options:

  • Person administration

Give precedence to each person by utilizing life levels and bifurcating your service. Join along with your prospects based mostly on the urgency and significance to spice up effectivity. 

  • Notes

By no means miss a beat about what is going on by merely noting down very important info. You’ll be able to add feedback, messages, reminders, and notes to a person profile. 

These notes act like alarms and can be utilized as a bookmark to trace the progress being made. 

  • E-mail communication

You should use the built-in mailing answer to ship and obtain emails to your shoppers. Customers would not have to change between functions and screens and trip to attach with their shoppers. 

  • Personalised communication

Customers can personalize the way in which they convey with their prospects. Proper from creating a brand new contact to speaking with them, each stage might be personalised to supply a seamless expertise. 

  • Studies

Generate personalised or pre-made CRM stories to get a complete view of all of your prospects, exercise, and development. You should use filters to search out the precise knowledge you might be on the lookout for inside seconds. 

CRM Options Overview

  • Enterprise shoppers administration
  • Saved searches
  • Contact filtering
  • Job task
  • Assembly administration
  • Exercise logs
  • Contact teams

HR

The WordPress HR plug-in lets you empower your workers and enhance individuals administration. 

With this module, you possibly can view worker profiles, efficiency logs, promotions, increments, and necessary worker info.

Options:

  • Worker administration

The worker administration characteristic allows you to gather and retailer the non-public particulars of each worker. Apart from, it’s also possible to save evaluation stories, increments, complaints, and different tiny particulars associated to every worker. 

  • Doc administration

Though you possibly can gather and retailer as a lot info you need in worker profiles, it’s also possible to add paperwork utilizing a plugin. 

This characteristic minimizes handbook paperwork and lets you retailer worker and workplace paperwork systematically. 

  • Dashboard

The extremely well-designed dashboard offers an in depth view of key info your workers would wish to know. 

Workers can try the newest bulletins, a listing of holidays and occasions, payslips, birthdays, and extra. 

  • Worker efficiency

You’ll be able to collect suggestions from division managers or workforce leads about each worker of their workforce and observe down the important thing takeaways out of your discussions. As well as, customers may hyperlink this info to an worker’s profile that will help you make knowledgeable selections. 

  • Depart administration

Depart administration allows you to maintain observe of depart requests, the depart stability of every worker, and extra. This protects the HR division appreciable effort and time. 

HR Options Overview

  • Notes
  • Recruitment administration
  • Payroll administration
  • Division administration
  • Designation administration
  • Depart insurance policies

  • Automate emails
  • Templates
  • Reporting
  • Calendar administration
  • Attendance monitoring

Accounting

Due to the user-friendly, interactive, and intuitive interface, even non-accountants can use this instrument with none difficulties. Customers can generate ledger stories, create stability sheets, and work with revenue statements with out superior data of debit and credit score. 

Options:

  • Gross sales transactions

The platform offers nice flexibility to calculate and retailer necessary gross sales knowledge. Get a radical understanding of accounts payable, receivables, over-dues, and extra with nice diagrams. 

  • Invoicing

You’ll be able to create invoices that mechanically regulate with a consumer’s accounts. Customers could make or obtain funds in only a matter of seconds. 

  • Transactions monitoring

Each transaction you make might be simply tracked utilizing the instrument’s transaction monitoring capabilities. Monitoring bills has by no means been simpler. 

Proper from monitoring buy transactions, creating buy orders, billing, and reimbursements, the transaction monitoring system involves your support. 

Accounting Options Overview

  • Estimates
  • Tax charges
  • Create and pay payments
  • Journals
  • Add prospects and distributors

WP ERP Pricing

The pricing relies on the variety of extensions you add to the essential plan. The value of each extension varies. 

The fundamental WP ERP Professional model is accessible for $9.99 monthly/person. 


WP ERP Execs and Cons


PROS:
  • Because the answer is etched to the backend of an internet site, no further logins are required
  • Customers must solely pay for extensions they wish to use
  • World-class assist
  • The seller offers 20+ extensions and a challenge administration module that addresses the key bottlenecks inside enterprise processes
  • Consists of all the important thing options you might be on the lookout for to streamline HR, accounting, and buyer relationship administration

CONS:
  • The standard of tutorials isn’t on top of things
  • System setup is time-consuming
  • Steep studying curve
  • WP ERP YouTube video directions should not straightforward to grasp


WP ERP Integrations

  • Superior Help
  • WooCommerce
  • Stripe
  • Salesforce
  • Gravity Types


WP ERP Specs

Free Trial – Sure

Free Model – Sure

Deployment

  • Cloud-hosted

Units supported

  • Net-based

Coaching

  • In-person
  • Documentation
  • Movies

Typical prospects

  • Small companies
  • Medium companies
  • Massive companies

WP ERP pricing plan

The fundamental WP ERP Professional model is accessible for $9.99 monthly/person. You’ll be able to add extra extensions and pay accordingly.

Languages supported

  • English

Help

  • 24/7 (dwell rep)
  • Chat

WP ERP Alternate options

Did you want studying this WP ERP evaluation? Depart your feedback beneath and inform us about which is your favourite extension. 


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.8 Total Score

Design
9
Usability
8.5
Support
8.5
Price
9
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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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