WP ERP
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
- Firm: weDevs
- Web site: https://wperp.com/
- Based in 2008
- Nation of origin: Bangladesh
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
- 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
- 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
- Netsuite ERP
- Sage Business Cloud
- Epicor ERP
- Deskera
- Flectra
- ChiefEx
- HoneyBook
- Skynamo
- VOGSY
- Telenotes
- Keap
- Oorwin
- SYSPRO
- Methodology CRM
- Quickbase
- Kintone
- Claritysoft CRM
- Really Simple Systems CRM
- Wingmate
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