CRM ERP BUSINESS SOLUTION for WordPress and WooCommerce for freelancers and SME to Import your Transactions, Products, Customers, Vendors, Appointment …

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<p><strong>CRM ERP BUSINESS SOLUTION</strong> is all in one solution for WordPress and WooCommerce mainly targeting <strong>freelancers</strong> and <strong>small businesses</strong> aka <strong>SME</strong> that need a data processing software to manage their business better.<br />
It Provides an interface where you can add customers, suppliers or vendors, offline products or services, <strong>print and send invoices</strong> , <strong>send offers</strong>,  add your business appointments.</p>
<p>CRM ERP BUSINESS SOLUTION plugin objective is to provide an easy to use inteface within WordPress backend to better and faster manage your business.<br />
CRM ERP Business Solution plugin <strong>does not require WooCoomerce</strong> as is a <strong>fully functional system</strong> for your offline Transactions – but with the relevant <a href="https://extend-wp.com/product/crm-erp-business-solution-wordpress-woocommerce-integration/" title="CRM ERP Business Solution for WordPress – WooCommerce Integration" rel="nofollow ugc">WooCommerce Extension >> </a>  , it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing etc.</p>
<p><strong>WHAT YOU CAN DO</strong></p>
<blockquote><p>
– add offline products or services<br />
– add customers , vendors or suppliers && track their balances and interaction with your business<br />
– add your offline sales or payments to vendors<br />
– print and send by email PDF invoices<br />
– write and send by email PDF Offers to customers<br />
– add your business appointments with Customers
</p></blockquote>
<h4>WHO CAN USE IT</h4>
<p><strong>CRM ERP BUSINESS SOLUTION</strong> plugin can work for those that sell online with WooCommerce and/or sell only offline.<br />
With the business owner in mind that already has<br />
* a web presense or their company ie manages a <strong>WordPress website</strong> or<br />
* the one that <strong>sells online</strong> using the <strong>WooCommerce</strong> eshop solution</p>
<h4>HOW DOES IT WORK</h4>
<ul>
<li>Install & Activate the plugin</li>
<li>Create Customers & Vendors/Suppliers</li>
<li>Create your Offline Sales from Customers  or Payments to Vendors</li>
<li>Add Due Payments to your offline sales or payments to vendors</li>
<li>Print and Send Invoices to Customers by Email</li>
<li>Add yout Business Appointments</li>
<li>View all your Sales and Payments Statistics</li>
</ul>
<span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/ALGY0CBCdho?version=3&rel=0&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span>
<p><strong>ALL CRM ERP FEATURES IN DETAIL</strong></p>
<h4>CRM ERP Business Solution allows you to import offline Services / products</h4>
<ul>
<li>you can define Product Category</li>
<li>you can define Product Price</li>
<li>you can define Product Description</li>
<li>you can define Product Image</li>
<li>you can define Product Brand</li>
</ul>
<h4>CRM ERP customers / vendors</h4>
<ul>
<li>import your customers & vendors</li>
<li>add vat, billing address and info</li>
<li>track their Balances and meet your Customer Relationship Management needs</li>
<li>get a nice graphical presented user record page</li>
<li>View all the user activities with your business</li>
<li>User Personal info in detail</li>
<li>Transactions imported in CRM EPR in detail</li>
<li>Offers made to User in detail</li>
<li>Products bought – extracted by transactions made</li>
</ul>
<h4>CRM ERP Offline Sales</h4>
<p>import your offline sales easily & set as Invoice Or direct Payment</p>
<ul>
<li>select products from your database for your sale transaction</li>
<li>select Customer from your database for your sale transaction</li>
<li>apply discounts per product & in total</li>
<li>add your payment method per Sale transaction – you predefine in settings</li>
<li>Synchronise Product Stock: with each transaction Stock will be Updated , decreased in Offline Sales ( same way an Eshop works )</li>
<li>add payments to your sales &</li>
<li>easily track each transaction balance</li>
<li>print & send Invoices to Customers</li>
</ul>
<h4>CRM ERP Offline Payments/Purchases</h4>
<ul>
<li>import your offline payments to Vendors</li>
<li>select products from your database for your payments transaction</li>
<li>select Vendor from your database for your payments transaction</li>
<li>apply discounts per product & in total</li>
<li>add your payment method per Payments transaction – you predefine in settings</li>
<li>Synchronise Product Stock: with each transaction Stock will be Updated , Increased in Payments from Vendors / Suppliers</li>
<li>add payments to your Transactions easily &</li>
<li>track each transaction balance</li>
</ul>
<h4>CRM ERP Invoicing System</h4>
<ul>
<li>print & send by email Invoices with a click of a button</li>
<li>select if you need an Invoice in every transaction in your settings</li>
<li>use receipts instead of Invoices</li>
<li>receipts in transactions payments that can be viewed and send by email</li>
<li>auto generated template that includes business, customer details , notes, product info and totals</li>
<li>ability to include your company logo</li>
<li>customize your Invoices color scheme easily from plugin settings</li>
</ul>
<h4>CRM ERP Offers</h4>
<ul>
<li>print & send by email Offers to your Customers & Vendors</li>
<li>Dynamically generated Offer form where you select your Products, the User for the Offer and you can write Custom Text to your User</li>
<li>Track all your Offers easily by date and customer</li>
<li>Easily turn any Offer to Invoice and send to Customer</li>
</ul>
<h4>CRM ERP Appointments</h4>
<ul>
<li>insert all your Appointments with your Customers or Vendors & never lose track!</li>
<li>get a List or Calendar view of Customers appointments, whatever fits your needs!</li>
<li>view All User Appointments in Customer or Vendor Record page</li>
<li>add New Appointment from Customer or Vendor Record page </li>
</ul>
<h4>CRM ERP Sales & Payments Reporting</h4>
<ul>
<li>comprehensive Reporting of All your Transactions | Sales & Payments to Vendors</li>
<li>Reporting for Sales | you get reporting By Transaction, Product, Category, Customer, Payment Method with Date Filters & count numbers to fast track your results</li>
<li>Reporting for Payments to Vendors | you get same reporting with Sales for all your transactions with your Vendors</li>
<li>Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year</li>
<li>Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month</li>
<li>General Reporting | get a fast overview graphical representation of all Balance, Total of Sales & Payments & Total of Pending Payments</li>
</ul>
<p><strong>YOU NEED MORE FEATURES OR A WOOCOMMERCE INTEGRATION?</strong></p>
<p><strong><a href="https://extend-wp.com/product/crm-erp-business-solution-wordpress-woocommerce-pro-addon/" title="CRM ERP Business Solution for WordPress & WooCommerce – PRO Addon" rel="nofollow ugc">PRO ADDON >> </a></strong></p>
<ul>
<li>offline product stock inventory: add stock quantities & update Inventory after each Transaction</li>
<li>bulk emails: send bulk emails and per customer or vendor & keep track</li>
<li>support ticket system: ticketing system for both backend & frontend submission & resolve all customers issues</li>
<li>user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) & know them better!</li>
<li>user segmentation: easily further categorize your customers or vendors, valuable asset to query later & view your segment statistics or send email in bulk!</li>
<li>user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!</li>
<li>products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!</li>
<li>bulk import/export: fast & easily import & export sales, payments, customers vendors & appointments with the power of excel!</li>
</ul>
<p><span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/F5eR8QLyLps?version=3&rel=0&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span><br />
<a href="https://extend-wp.com/product/crm-erp-business-solution-wordpress-woocommerce-pro-addon/" title="CRM ERP Business Solution for WordPress & WooCommerce – PRO Addon" rel="nofollow ugc">Get CRM ERP Business Solution PRO Addon here >> </a></p>
<p><strong><a href="https://extend-wp.com/product/crm-erp-business-solution-wordpress-woocommerce-integration/" title="CRM ERP Business Solution for WordPress – WooCommerce Integration" rel="nofollow ugc">WOOCOMMERCE INTEGRATION ADDON >> </a></strong></p>
<ul>
<li>products stock inventory unified across eshop & retail!</li>
<li>WooCommerce Products: integrate into CRM ERP transactions</li>
<li>customers: integrate in CRM ERP & check all the Stats and Balances</li>
<li>eshop Orders: view All Eshop orders per customer in CRM ERP Reporting and Customers Record Page</li>
<li>invoicing: integrate CRM ERP invoice system fro Eshop Orders</li>
<li>wholesale prices: apply wholesale in simple & variable products</li>
<li>reporting: integrate WooCommerce Sales Reports in CRM ERP</li>
<li>helpdesk system: integrate CRM ERP support ticket system for Eshop Customers *</li>
<li>HPOS WooCommerce Orders tables compatible 100%</li>
</ul>
<p><span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/xPWa8qtbB9c?version=3&rel=0&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span><br />
<a href="https://extend-wp.com/product/crm-erp-business-solution-wordpress-woocommerce-integration/" title="CRM ERP Business Solution for WordPress – WooCommerce Integration" rel="nofollow ugc">Get CRM ERP Business Solution WooCommerce Addon here >> </a></p>


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