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.

Jan Pencik

Bohemia Plugins

<p>Site operators can create detailed, hierarchical documentation for the site’s authors, editors, and contributors, viewable in the WordPress admin. Powered by Custom Post Types, you get all the power of WordPress to create, edit, and arrange your documentation. Perfect for customized client sites.</p>
<p>Highly inspired by the <a href="https://wordpress.org/plugins/wp-help/" rel="ugc">WP Help</a> plugin, Help Manager provides the same functionality, up-to-date compatibility with WordPress, and brings some of the most requested features by its users.</p>
<h3>🎉 Main Features</h3>
<ul>
<li>Gutenberg and Classic Editor support</li>
<li>Improved drag & drop reordering</li>
<li>You can now link to other help documents</li>
<li>WPML support for multilingual documentation</li>
<li>RTL support</li>
<li>Easy import/export</li>
</ul>
<h3>⚙️ Admin Features</h3>
<ul>
<li>Change admin appearance (menu title, menu icon, menu order)</li>
<li>Add a dashboard widget</li>
<li>Add admin bar link for quick help documents access</li>
</ul>
<h3>📙 Navigation Features</h3>
<ul>
<li>Floating document navigation + automatic anchor links</li>
<li>Previous and next document links</li>
<li>Child documents navigation</li>
<li>Scroll to the top link</li>
</ul>
<h3>📝 Formatting Features</h3>
<ul>
<li>Open linked images in a popup using <a href="https://dimsemenov.com/plugins/magnific-popup/" rel="nofollow ugc">Magnific Popup</a></li>
<li>Responsive iframes using <a href="https://dollarshaveclub.github.io/reframe.js/" rel="nofollow ugc">Reframe.js</a> (e.g., YouTube videos)</li>
<li>Responsive tables</li>
</ul>
<h3>🔐 User Permissions</h3>
<ul>
<li>Specify admin users that can access plugin settings </li>
<li>Choose which user roles can add, edit and delete help documents</li>
<li>Choose which user roles can view help documents</li>
<li>Custom user roles are supported</li>
</ul>
<h3>🎨 Customization Features</h3>
<ul>
<li>Add custom CSS and modify document view to your needs</li>
</ul>
<h3>🚀 Roadmap</h3>
<ol>
<li>create an external hub that will allow you to synchronize documents between all your websites without any limitation</li>
<li>show help button conditionally on related admin screens and open help documents directly without the need to leave your current screen (inspired by <a href="https://www.helpscout.com/" rel="nofollow ugc">HelpScout</a>)</li>
</ol>


Help Manager

This is a simple but well executed plugin to add help docs to the admin area. Such a great tool for sites where the client will edit content. Thanks folks for your work on this! 100% recommended.

Super Helpful Plugin

Create documentation for the site's authors, editors, and contributors viewable in the WordPress admin and avoid repeated "how-to" questions.

Sales Workspace vs Help Manager