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

Description

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.

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:

Screenshots

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

FAQ

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.

Can I only use some features of Business Manager and disable others?

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 to match how my company operates?

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.

Reviews

24 September 2020
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 😉
3 August 2018
Great CRM plugin for small businesses! It’s simple, easy to use, and to the point. Exactly what I needed for my small business. Excited to see how this plugin further develops.
Read all 10 reviews

Contributors and Developers

“Business Manager – WordPress ERP, HR, CRM, and Project Management Plugin” is open source software. The following people have contributed to this plugin.

Contributors

Change Log

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.