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.

Mark Jaquith

<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. Never send another “here’s how to use your site” e-mail again!</p>
<p><strong>NEW</strong>: You can now pull in help documents from another WP Help install, and they will be automatically updated when the source documents change (even additions and deletions!). Perfect for WordPress multisite installs, or consultants with a large number of client installs.</p>


WP Help

I was going to write my own plugin, but then I found this one.

It's simple, effective and works well. The sync feature is especially useful in a multisite setup.

Thank you!

Easy and Effective

I create websites for clients. The plugin allows me to transfer documentation along with the site.
Simple and convenient. Thanks to the developer! 

P.S. Continue to develop the product.

Great plug-in. Create documentation in the admin panel.

Not much to say really. Simple. Does the job great. Been working without fail for many years.

Super plugin. Been using for years.


This is one of the best plugins you can find. Does what is says, clean and nice. The sync feature is just elegant, bust also very useful. Good for anyone, and a must have for agents and their clients.


Used for many years


For an agency delivering a lot of websites for users with little or no knowledge of WordPress, this is a gem!I can combine general docs from a central hub, so I only have to maintain it one place, with local docs for the customized functions.It's simple, but I can use most blocks in the help documents.


This is great!

Site operators can create detailed, hierarchical documentation for the site's authors, editors, and contributors, viewable in the WordPress admin.

Sales Workspace vs WP Help