Business Manager – WordPress ERP, HR, CRM, and Project Management Plugin

描述

Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. It allows you to easily manage your employees, projects, clients, documents, and more. Transform an ordinary WordPress installation into an ERP and Business Management system.

Human Resources

At the heart of Business Manager is an HR management system that allows you to keep detailed employee records:

  • Store personal and contact details along with your employee’s job title, status, start and finish dates, and more.
  • Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record.
  • Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts.
  • Create performance reviews for each employee with ratings, breakdowns, and more for your employees.

Client Management & CRM

Manage all of your clients, leads, and their staff’s contact information:

  • Record the name and business details of your clients and leads.
  • Assign a status to each client for a very simple CRM and sales system.
  • Save an unlimited amount of contact information for each of your clients.
  • Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions.

Project Management

Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs:

  • Assign projects to employees and clients for better communication.
  • Create special types and statuses to keep your projects organized.
  • Track progress and timelines so everyone knows how far along your projects are and when they are due.
  • Manage individual project tasks with advanced drag and drop kanban boards.
  • Keep detailed notes on your project as it goes through development for all assigned employees to see.
  • Store important files and documents for your project as it progresses.

Document Management

Store all of your company’s frequently used documents and files:

  • Upload any file type supported by WordPress (images, word processor files, PDFs, etc.).
  • Track changes with a built-in, simple document versioning system by recording the employee, date, and version.
  • Assign documents to departments and keep detailed notes for all employees to see.

WordPress ERP

Combining all of the features of Business Manager offers a simple and easy-to-use WordPress ERP system for your business. While most ERP systems are complex, Business Manager offers a better solution for companies with simple needs. Avoid the bloated feature sets of your typical ERP system and get started in minutes, today, with Business Manager. You’ll have human resources tools, project management, document management, and a way for your employees to work better and faster.

Extensions

  • Asset Manager
    Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more.
  • Contractors
    Store multiple pieces of personal and employment information for each of your company’s contract workers.
  • Custom Fields
    Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types.

Visit Our Website to Learn More

Please visit the Business Manager website for more information about our ERP WordPress plugin:

螢幕截圖

  • Business Manager Dashboard
  • Employees Overview
  • Editing an Employee
  • Editing a Project
  • Editing a Client
  • Editing a Document
  • General Settings

常見問題

Does Business Manager have a front-end component?

No, Business Manager is built to be an admin-side only plugin. There are currently no plans to introduce any front-end functionality.

Can employees have their own accounts?

Absolutely, your HR department or staff can create individual logins for each of your employees. You can even restrict what parts of Business Manager they have access to. You can learn more about how this system works at our site: Employee Login Accounts and Access

Does Business Manager offer Kanban boards?

Yes, each Project you create comes with a simple three-column kanban board. You can use Busines Manager for most common project management and task management needs.

Are there CRM capabilities built into Business Manager?

You can use Business Manager to track clients with custom status settings and detailed notes. Combining these two features together is one of the easiest ways to start building a simple CRM system inside of WordPress.

Can I disable some features of Business Manager?

Yes, you can disable any of the sections of Business Manager you don’t need by going into the plugin’s “General” settings. Business Manager is a very flexible ERP solution for WordPress.

Can I change the names of the features?

Yes, each of the features has its own section in the settings where you can change labels and names.

Does Business Manager support WordPress Multisite?

No, at this time we are not offering support for WordPress Multisite installations.

評價

2021年9月9日
Just started to use this plugin. Everything straight forward. No chance for confusion. Well designed and thoughtfully arranged options. It will blow away big players of this type if developed to include more features like frontend dashboards, invoice generation or integrations etc. Great work guys. All the best for your success.
2021年8月31日
Because of its lightness and simplicity I use it as "Powerful Advanced Taxonomy Meta" — through TaxoPress i add project information to other plugins (eg Advanced Ads). Special thanks to the developers for an easy way to disable unnecessary modules (Leave and Reviews). It is a pity that there is no way to disable the Employee module.
2020年9月24日
Very nice CRM plugin for small business! What you see is what you get! It’s simple, easy to use, and to the point. Excited to see how this plugin further develops, a high potential plugin! Go4it Brian 😉
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貢獻者及開發者

“Business Manager – WordPress ERP, HR, CRM, and Project Management Plugin” 是一個開源的軟體。以下的人對這個外掛作出了貢獻。

貢獻者

修改日誌

1.4.6

  • Updated CMB2
  • Miscellaneous bug fixes.

1.4.5

  • Interface changes for Business Manager Extensions.

1.4.4

  • Interface changes to make Saving and Trashing information clearer.
  • Miscellaneous bug fixes.

1.4.3

  • Miscellaneous bug fixes.

1.4.2

  • Added “Status” to Clients. You can now filter on this taxonomy as well.
  • Reworked the Clients list.
  • Reworked the Projects list.
  • Miscellaneous bug fixes.

1.4.1

  • Added new address fields for Employees.
  • Added new address and tax ID fields for Clients.
  • Improved the Tasks interface.
  • Bug fix for handling pluggable functions.
  • Bug fix for CMB2 Conditionals conflict with WooCommerce Variable Products.
  • Miscellaneous bug fixes for Employee Login Accounts and Access.
  • Behind-the-scenes changes to make future extensions easier to develop.

1.4.0

  • New Employee Login Accounts and Access feature. Learn more at https://bzmngr.com/docs/employee-login-accounts-and-access/
  • Miscellaneous bug fixes.
  • Now requires at least WordPress 5.0 and PHP 7.2.