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.

NSquared

TylerDigital

<p>Simple Client Dashboard offers a new “Admin” user role, which fits perfectly between the default WordPress roles for Administrator and Editor access. This allows clients and Webmasters to manage their website content without you having to worry about critical settings or information being removed or adjusted.</p>
<ul>
<li>Preserve your hard work</li>
<li>Avoid unexpected messes and troubleshooting sessions</li>
<li>One-click access restriction</li>
</ul>
<h3>Incorporate Into Your Clients Site with Ease</h3>
<p>Getting started with Simple Client Dashboard is a breeze — unlike other full user-role solutions that eat up your time, this one won’t have you scratching your head or testing endlessly. Simply install this on your client’s site right from the get-go and it’s smooth sailing from there.</p>
<p>There’s little to no setup required, just install Simple Client Dashboard, and you’ll instantly have access to the new “Admin” user role. If you’d like to adjust the “Admin” role, the free plugin offers a clean and tidy interface so that you can make adjustments. And, <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a>, lets you further customize permissions for more advanced third party plugins.</p>
<h3>Give Clients and Webmasters The Access They Need</h3>
<p>Restrict access to only the features and functions they need to manage their site – without breaking it! Restrict their capabilities and permissions just enough to make sure no unexpected problems arise as they begin working on their website.</p>
<h3>Simple and Clean “Admin” Role Editing Interface</h3>
<p>The Simple Client Dashboard offers a clean and straightforward editing interface for the new “Admin” role. Effortlessly make updates to the permissions and abilities that your clients have on their websites with a few clicks.</p>
<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/rIOTZyhDNo8?version=3&rel=1&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>
<p><strong>Simple Client Dashboard creates a new user role named “Admin”</strong> which is similar to the default “Administrator” role, but with the following changes:</p>
<h3>Hides Non-essential and Troublesome WordPress Dashboard Items</h3>
<ul>
<li>Hide the WordPress Settings menu</li>
<li>Hide the WordPress Plugins menu</li>
<li>Hide the WordPress Tools menu</li>
<li>Hide the WordPress Users menu</li>
<li>Hide the WordPress Appearance > Editor tab</li>
<li>Disable the theme installation button</li>
<li>Disable theme-switching buttons</li>
<li>Disable the WordPress Core Updates button</li>
</ul>
<p>(More options in <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a>)</p>
<h3>Simple Client Dashboard PRO also provides Third Party Plugin Constraints</h3>
<p>Upgrade to <a href="https://simpleclientdashboard.com?utm_source=website&utm_medium=promo-link&utm_campaign=wordpress-org&utm_content=readme" rel="nofollow ugc">Simple Client Dashboard Pro</a> to get even more control over how the Admin role can interact with popular third party plugins.</p>
<p>Other user role solutions expect you to enter raw code names for permissions or are limited to capabilities that WordPress exposes by default. While Simple Client Dashboard takes it a step further by custom coding beyond standard WordPress permissions.</p>
<ul>
<li>Advanced Custom Fields – Hide ACF menu and settings, including definitions, rules, and fields.</li>
<li>Custom Post Types – Restrict ability to create Custom Post Types.</li>
<li>Contact Form 7 – Restrict the ability to create new forms, delete forms, and edit forms but allow the Admin role to view submissions.</li>
<li>Draw Attention – Restrict ability to add Draw Attention images.</li>
<li>Easy Digital Downloads – Allow the Admin role to manage products, manage customer payments, manage reports & sales data, and/or manage settings</li>
<li>Five Star Business Profile and Scheme – Hide business profile settings.</li>
<li>Gravity Forms – Restrict the ability to create new forms, delete forms, and preview forms. Only allow the Admin role to edit forms and view submissions.</li>
<li>iThemes Security – Hide iThemes security menus and settings.</li>
<li>Jetpack – Hide the Jetpack stats.</li>
<li>LearnDash – Restrict permissions to edit courses, assignments, groups and the group leader.</li>
<li>Ninja Forms – Restrict the ability to import and export forms, manage settings or extensions, and view the system status. Only allow the Admin role to edit forms and view submissions.</li>
<li>Redirection – Remove permission to manage URL redirection settings.</li>
<li>Revolution Slider – Restrict access to the Revolution Slider menu.</li>
<li>Simple Custom CSS – Hide option to add CSS.</li>
<li>SiteGround Optimizer – Hide the Optimizer settings menu.</li>
<li>Sucuri Scanner – Hide security scan information.</li>
<li>TablePress – Hide the TablePress Options screen. Only allow the Admin role to show, edit, import, and export TablePress content.</li>
<li>The Events Calendar – Restrict the Admin role’s ability to manage and delete events, venues, and organizers.</li>
<li>WooCommerce – Hide the settings. Only allow the Admin role to edit & view products, coupons, or orders, allow the Admin role to view reports.</li>
<li>Wordfence – Hide the Wordfence Dashboard Widget</li>
<li>WordPress Plugins – Restrict ability to install, activate, update, edit, and delete plugins.</li>
<li>WordPress Themes – Restrict ability to install, update, switch, edit, or delete themes. Only allow the Admin role to edit theme options such as widgets, menus, and the Customizer.</li>
<li>WP All Import – Remove ability to use WP All Import Settings Menu.</li>
<li>Yoast SEO – Hide Yoast SEO settings menu and hide the SEO meta box when editing pages/posts.</li>
</ul>
<h3>2.1.7.1</h3>
<ul>
<li>New: Added support for Jetpack Stats</li>
</ul>
<h3>2.1.7.0</h3>
<ul>
<li>New: Added GoPricing Plugin Support</li>
<li>New: Added Revolution Slider Plugin Support</li>
<li>New: Added Boss Theme Support</li>
<li>New: Added Canvas Theme Support</li>
<li>New: Added Genesis Theme Support</li>
</ul>
<h3>2.1.6.1</h3>
<ul>
<li>Fixed: members_get_capabilities() conflict with Members plugin</li>
<li>Fixed: CF7 issues with update</li>
<li>Improved: EDD capabilities</li>
</ul>
<h3>2.1.6.0</h3>
<ul>
<li>New: Added Ninja Forms Plugin Support</li>
<li>New: Added LearnDash Plugin Support</li>
<li>New: Added Envato Toolkit Plugin Support</li>
<li>New: Added CPTUI Plugin Support</li>
<li>New: Added Wordfence Plugin Support</li>
<li>New: Added Google Analytics Plugin by Yoast Support</li>
<li>New: Added Divi Theme Support</li>
<li>New: Added NativeChurch Theme Support</li>
<li>Update: Improved Portuguese Language Support</li>
<li>Fixed: Contact Form 7 Support</li>
</ul>
<h3>2.1.5.0</h3>
<ul>
<li>New: Added Settings link in plugins list</li>
<li>New: Added Easy Digital Downloads Module</li>
<li>New: Added iThemes Exchange Module</li>
<li>New: Added WooCommerce Module</li>
<li>New: Added Event Espresso Module</li>
<li>New: Added Events Calendar Module</li>
<li>New: Added WP All Import Module</li>
<li>New: Added Siteground SuperCacher Module</li>
<li>New: Theme support for Avian theme</li>
<li>New: Theme support for Cardinal theme</li>
<li>New: Theme support for Ken theme</li>
<li>New: Theme support for Total theme</li>
<li>Update: Improved Gravity Forms Module</li>
<li>Update: Improved i18n</li>
<li>New: Serbian Language Support</li>
<li>New: Portuguese Language Support (PT & BR)</li>
<li>Fix: multisite activation bug with _blogs() function</li>
<li>Fix: Improve Yoast SEO module</li>
<li>Fix: Fatal error with CF7 module</li>
<li>Fix: config array error on Multisite</li>
<li>Fix: removed Administrator from editable roles</li>
</ul>
<h3>2.1.3.1</h3>
<ul>
<li>Improved: Show Yoast metabox when editing pages (still hide settings) by default</li>
</ul>
<h3>2.1.3.0</h3>
<ul>
<li>New: Hide Users menu (often requested, and really the webmaster user couldn’t do much in this screen anyway)</li>
<li>New: Add support for ACF5 (hide Custom Fields Menu compatible with new version)</li>
<li>New: Add support for Contact Form 7</li>
<li>New: Add support for iThemes Security</li>
</ul>
<h3>2.1.2.1</h3>
<ul>
<li>New: Add support for TablePress [https://wordpress.org/plugins/tablepress/]</li>
</ul>
<h3>2.1.2.0</h3>
<ul>
<li>Multisite bugfix: Prevent webmaster from removing users from individual sites</li>
<li>Multisite bugfix: Stop removing Settings & Tools from network administrator</li>
</ul>
<h3>2.1.1.1</h3>
<ul>
<li>New: Now hides non-essential dashboard items</li>
<li>Fixed: Fixes a conflict with Mizzo theme (thanks djesch)</li>
</ul>
<h3>2.1.1.0</h3>
<ul>
<li>New: Add support for Sucuri Scanner [https://wordpress.org/plugins/sucuri-scanner/]</li>
<li>New: Add support for Advanced Custom Fields [https://wordpress.org/plugins/advanced-custom-fields/]</li>
<li>New: Remove tools menu – so webmaster users can’t import/export/migrate/find&replace</li>
</ul>
<h3>2.1.0.9</h3>
<ul>
<li>New: Add support for Ultimate Branding [http://premium.wpmudev.org/project/ultimate-branding/]</li>
</ul>
<h3>2.1.0.8</h3>
<ul>
<li>Improved: Add Gravity Forms edit_forms capability as an option (only allows entry viewing by default) via filter:<br />
add_filter( ‘td-webmaster-user-roleoption_cap_gravityforms_edit_forms’, __return_true );</li>
</ul>
<h3>2.1.0.7</h3>
<ul>
<li>New: Remove settings menu from wp-admin</li>
</ul>
<h3>2.1.0.5</h3>
<ul>
<li>New: Remove capability to delete users</li>
</ul>
<h3>2.1.0.4</h3>
<ul>
<li>New: Add “editor” cap for role so plugins checking for “editor” explicitly work</li>
</ul>
<h3>2.1.0.3</h3>
<ul>
<li>New: Remove capabiilty to add, edit, promote users</li>
<li>New: Remove capability to update core</li>
</ul>
<h3>2.1.0.2</h3>
<ul>
<li>Initial Release</li>
</ul>


Simple Client Dashboard

Restrict permissions with Simple Client Dashboard. Our new "Admin" user role between Administrator and Editor is perfect for clients and Webmasters.

Sales Workspace vs Simple Client Dashboard