Maira Foresto

<p>Sales Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales and quote work inside WordPress.</p>
<p>Instead of jumping between spreadsheets, notes and disconnected files, you can keep your clients, products and quote documents organized from the same admin area you already use.</p>
<p>The free plugin focuses on the essentials: a simple CRM-style client list, a lightweight product catalog and quote documents you can create, edit, view and print.</p>
<h4>What you can do with the free plugin</h4>
<ul>
<li>Manage clients with company/name, email, phone and notes.</li>
<li>Search and organize your client list from WordPress.</li>
<li>Create and maintain a basic product catalog.</li>
<li>Add product name, price, category and active/inactive status.</li>
<li>Create quote documents connected to clients and products.</li>
<li>Edit quantities, prices, totals and internal quote details.</li>
<li>View, print or save quote documents from the browser.</li>
<li>Keep the workflow simple, fast and easy to understand.</li>
<li>Use the plugin without artificial limits on clients, products or quotes.</li>
</ul>
<h4>Built for real sales work</h4>
<p>Sales Workspace is designed for people who need a useful quote and sales tool, not a bloated platform.</p>
<p>It is a good fit for:</p>
<ul>
<li>Web agencies that prepare quotes for clients.</li>
<li>Local businesses that sell products or services by quotation.</li>
<li>Freelancers who want a cleaner sales workflow inside WordPress.</li>
<li>Small teams that need a shared place for clients, products and quotes.</li>
<li>WooCommerce site owners who want a more sales-focused workspace around their catalog and customers.</li>
</ul>
<h4>Why this plugin is different</h4>
<p>Many CRM plugins are too complex for small teams. Sales Workspace keeps the free experience focused on the quote workflow that matters most:</p>
<ul>
<li>Add the client.</li>
<li>Add or select products.</li>
<li>Create the quote.</li>
<li>Review the total.</li>
<li>Print or save the document.</li>
<li>Keep the record inside WordPress.</li>
</ul>
<p>No unnecessary setup. No artificial free limits. No complicated onboarding.</p>
<h4>Optional Pro add-on</h4>
<p>Sales Workspace Pro is an optional separate add-on for teams that need advanced sales tools.</p>
<p>The Pro add-on is intended for teams that need more advanced workflows, such as enhanced quote actions, custom branding, professional printable documents, CSV import/export, WooCommerce-connected product workflows, product images, sales rep tools, client assignment tools, WhatsApp/email sharing and sales team reporting.</p>
<p>The free plugin remains fully functional for basic clients, products and quotes management.</p>
<h4>External services</h4>
<p>The free plugin does not connect to external services automatically and does not send your site data to third-party services for its core functionality.</p>
<p>The admin banner includes an optional <strong>Suggestions</strong> button. It opens the administrator’s email client with a message addressed to <code>suggestions@calliope.com.ar</code>. The plugin does not send suggestion emails automatically from your server.</p>
<p>Quote sharing buttons may open WhatsApp Web (<code>https://api.whatsapp.com/</code>) or Gmail (<code>https://mail.google.com/</code>) in the administrator’s browser when the administrator chooses to share a quote. The plugin only builds the link with the quote text selected by the administrator; it does not send the message automatically and does not contact those services in the background.</p>


Sales Workspace

A simple quote and sales workspace for managing clients, products and quote documents inside WordPress.

Doodlebee

<p>WordPress developers: ever written awesome custom functions and script work for client’s site? Then you provide said client with instructions – either via printed manual, video tutorials, or even emails – but no matter how many ways you tell them how to use the site you just made for them, they keep asking you for instructions?</p>
<p>I’ve found this is typically because most clients want instructions that appear “in your face”.  They like immediate answers to their questions – they don’t want to have to find that file, or search their email for the answers.  It’s much faster for them to just call you and ask what to do.</p>
<p>This plugin solves the issue.  Now there can be no more excuses for not finding the answers you’ve already supplied for them <em>ad nauseum</em>.</p>
<h4>Features</h4>
<ol>
<li>Version 3.0 now has the option of using a custom tab, or the ability to be integrated in the WordPress “Help” tab.</li>
<li>Due to popular demand, I’ve added in a new feature where you can add a single instruction to multiple pages. </li>
<li>Choose the tab (named by your post title), and the “instructable” displays the content.
<ul>
<li>Content can be a written list of instructions, or some other form of media.</li>
<li>Content can be anything you like, and you can use it just like you would any other post – the only difference is, this stuff shows up in the back-end.</li>
</ul>
</li>
<li>The options page will allow you to set what user level can add/edit/delete “instructables”, as well as allow you to choose whether or not to make the instructions viewable from the front end. You can also choose to make front-end “instructables” viewable to the public, or only to logged-in users.  You can also give non-logged-in users “capabilities” to restrict what they see.</li>
<li>You can set what end user level can view which instructions. For example, you don’t want an Author to see the same instructions for “Edit Posts” that an Administrator would see – it would confuse them. So you can also create content and serve up specific information based on the user level, if you so desire. </li>
</ol>
<p>Note that upper levels will also see lower-level videos, so keep that in mind while preparing your instructions. I recommend making videos/content specific to the lowest level first, and then build onto that base as you go up the user-level chain of command.<br />
6. Multi-Site capable.<br />
If you have any questions, comments or suggestions for improvement, feel free to contact Shelly at <a href="http://brassblogs.com/contact" title="Web Design in Hartford, Farmington Valley, Granby, Avon, Simsbury, Weatogue CT" rel="nofollow ugc">Brass Blogs Web Design</a>. If you prefer Twitter, I’m <a href="http://twitter.com/brassblogs" rel="nofollow ugc">@brassblogs</a>.</p>
<p>Given that this is free, I offer limited support. Pretty much if you have issues with the plugin <em>working</em> I will do whatever I can to help you fix the issue, but when it comes to customizations, I’m in limited supply.  I’ll do what I can, but no guarantees.  Pretty much your standard “as-is” application.  In all honesty, ask customization questions in the forums – if I can’t help, perhaps someone else can.  (If you want to hire me to customize it, that’s another story – feel free to contact me to do so!)</p>


Back End Instructions

Plugin for WordPress developers to provide easy "how to use" instructions to their clients.

Sales Workspace vs Back End Instructions