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.

Sabuj Kundu

codeboxr

<p>This is an addon plugin for CBX Accounting plugin to provide the vendors and clients solution. To make this plugin work you must have the <a href="https://wordpress.org/plugins/cbxwpsimpleaccounting/" rel="ugc">CBX Accounting</a> plugin installed and active</p>
<h4>Features of the plugin include:</h4>
<ul>
<li>Add/Edit vendors/clients</li>
<li>List vendors/clients</li>
<li>Link vendor/clients in income/expense add/edit</li>
<li>Link user to any vendor or client</li>
<li>Works seamlessly where it needed</li>
</ul>
<p>Learn more details <a href="https://codeboxr.com/product/vendor-and-client-addon-for-cbx-accounting/" rel="nofollow ugc">from product description page</a></p>


CBX Accounting Vendors & Clients Addon

Vendors and Clients Add-on for CBX Accounting

Sales Workspace vs CBX Accounting Vendors & Clients Addon