vcita

CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data.
CRM by vcita works for you, and brings more business your way. The CRM plugin will:
<ul>
<li>Generate new sales opportunities</li>
<li>Provide insights about new leads </li>
<li>Save time with automated client communications, notifications and reminders.</li>
<li>Help you search, tracks and manage leads and clients.</li>
</ul>
Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device.
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/wFGA823q-EY?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>
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for <a href="https://itunes.apple.com/app/vcita-mobile-crm/id1025423769?mt=8" rel="nofollow ugc">iPhone</a> or <a href="https://play.google.com/store/apps/details?id=com.vcita.mobileapp" rel="nofollow ugc">Android</a>
The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL.
<h4>vcita CRM & Lead Management main functionalities:</h4>
<ul>
<li>Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up. </li>
<li>Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments.</li>
<li>Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents.</li>
<li>Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability.</li>
<li>Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal.</li>
<li>Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time.</li>
</ul>
<h4>Translations</h4>
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
<ul>
<li>Spanish</li>
<li>French</li>
<li>Russian</li>
<li>Portuguese</li>
<li>German</li>
<li>Polish</li>
<li>Italian</li>
<li>Dutch</li>
</ul>
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! 

<h4>More of the CRM & Lead Management plugin key features:</h4>
<ul>
<li>Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.</li>
<li>Export all leads and contact to CSV.</li>
<li>Generate more leads from your WordPress site.</li>
<li>Add unlimited number of custom fields on every client record on your CRM.</li>
<li>View complete client communication history on your CRM</li>
<li>Share and/or request documents right from your CRM.</li>
<li>Send customized invoices and get paid faster with <a href="https://www.vcita.com/software/invoicing?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">online payments</a></li>
<li>Offer Self-service <a href="https://www.vcita.com/software/online_scheduling?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">appointment scheduling</a> for your clients and get more appointments in less time.</li>
<li>vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere.</li>
<li>Share files as part of your conversation with existing clients, and track client files on your CRM.</li>
</ul>
<h4>What Our Clients Say:</h4>
“I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching
“The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet
“ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep 
“vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group
Learn more about our <a href="https://www.vcita.com/software/crm_contact_management?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">Contact Management Software</a>
<h4>Building WordPress sites for others?</h4>
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit <a href="https://www.vcita.com?invite=WP" rel="nofollow ugc">www.vcita.com</a> for additional information.

CRM and Lead Management by vcita

CRM for WordPress: a powerful, all-in-one client management tool that will help you keep your clients close and create long-lasting customer relations …

cloodoteam

Cloodo Workplace for WordPress brings the full power of a Digital Workplace directly into your WordPress dashboard. 
It connects your site to Cloodo WorkSuite, allowing you to create, display, and manage your services, portfolios, testimonials, FAQs, clients, and projects — all without coding.
ERP • CRM • HRM • Project • Helpdesk • Services • LiveChat
No multiple plugins. No complex setup. Just install, connect, and start managing your business.
🔗 Live Demo: <a href="https://demo.cloodo.com/company-profiles/cloodo-workplace/" rel="nofollow ugc">https://demo.cloodo.com/company-profiles/cloodo-workplace/</a>
<h3>Who It’s For</h3>
Cloodo Workplace WP is designed for: 
– Agencies and service providers who need a professional digital storefront. 
– Freelancers and consultants who want structured service presentation and automation. 
– Small and medium businesses seeking an easy, all-in-one management hub. 
– Non-technical teams who want everything to “just work.”
<h3>Key Problems Solved</h3>
<ul>
<li>No professional way to present service packages or pricing on WordPress. </li>
<li>Scattered client data across emails, forms, and chat tools. </li>
<li>Disorganized testimonials and portfolio content. </li>
<li>No automation to convert quotes or inquiries into projects or tickets. </li>
<li>Multiple disconnected plugins creating maintenance issues.</li>
</ul>
Cloodo Workplace solves all these by combining WorkSpace (on WordPress) and WorkSuite (in the cloud) — a unified ecosystem for creation and operations.
<h3>Features</h3>
<h3>1. Instant Activation & Smart Setup</h3>
<ul>
<li>Auto-creates and connects your Cloodo account using your WordPress admin email and domain.</li>
<li>3-step onboarding wizard: Connect → Import Demo → See Your Website Go Live.</li>
<li>Imports ready-made Services, Portfolios, Testimonials, and FAQs instantly.</li>
<li>Adds a WorkSpace Dashboard inside WordPress to manage Services, Profiles, and FAQs.</li>
</ul>
After installation, your WorkSpace handles content and presentation while your WorkSuite manages CRM, ERP, and Helpdesk operations — supporting both automation and manual workflows.
<h3>2. Service & Portfolio Builder</h3>
<ul>
<li>Build professional Service Packages with titles, pricing, deliverables, and call-to-action buttons (“Get a Quote”, “Contact Now”).</li>
<li>Manage Portfolio Items and Testimonials with clean, responsive layouts.</li>
<li>Sync content automatically between WordPress and your Cloodo WorkSuite workspace.</li>
</ul>
<h3>3. CRM, Project & Helpdesk Management (via WorkSuite)</h3>
The connected Cloodo WorkSuite is your operational control center: 
– Manage all leads and clients in one CRM. 
– Create and track projects, tasks, and milestones in real time. 
– Convert incoming requests into Helpdesk Tickets. 
– Use HRM tools for staff profiles, leave requests, and performance. 
– View KPI reports and analytics to monitor growth.
WorkSuite eliminates fragmented tools, giving SMBs a unified view of their entire business.
<h3>4. LiveChat Integration</h3>
<ul>
<li>A LiveChat button is available after installation. </li>
<li>To display it publicly, you must connect your own WhatsApp or preferred number in the plugin settings. </li>
<li>All chat messages can route to your Cloodo Helpdesk or WhatsApp CRM for client tracking.</li>
</ul>
This provides a personal yet traceable communication channel with customers.
<h3>5. Elementor Widgets & Gutenberg Blocks</h3>
Includes fully responsive, SEO-ready widgets for: 
– Services Grid 
– Pricing Table 
– Service Detail Tabs 
– Portfolio Carousel 
– Testimonials Slider 
– Quote / Contact Form 
– Helpdesk Embed 
– FAQ Block 
– KPI Overview
Easily drag and drop these widgets into Elementor or Gutenberg to build your business site without code.
<h3>WorkSuite Highlights</h3>
WorkSuite is the cloud platform that powers Cloodo Workplace.
Key advantages: 
– Combines ERP, CRM, HRM, Project, and Helpdesk management. 
– Centralizes every task, message, and milestone in one view. 
– Automates ticket routing, reminders, and workflow follow-ups. 
– Provides analytics and KPI dashboards for data-driven decisions. 
– Enables secure multi-user collaboration with custom roles and permissions.
Pain points solved: 
– Teams using too many tools for daily operations. 
– Lost leads and inconsistent follow-ups. 
– Delayed responses or lack of team visibility. 
– No clear overview of performance or project status.
<h3>WorkSpace Highlights</h3>
WorkSpace lives inside your WordPress admin panel and focuses on creation and content management.
Key advantages: 
– Manage Services, Profiles, Testimonials, and FAQs without leaving WordPress. 
– Preview updates and publish instantly. 
– Sync automatically with WorkSuite for backend operations. 
– Perfect for non-technical users managing a growing service business.
Pain points solved: 
– Difficulty keeping website content consistent. 
– Need for developers to update services or pricing. 
– Lack of an easy, unified business dashboard inside WordPress.
<h3>Custom Integration Services (Premium)</h3>
For Premium Users, Cloodo offers Custom Integration Services upon request. 
Our engineering team can connect your WorkSuite to external tools or APIs (Slack, Zapier, CRM systems, etc.) to match your workflow — no technical effort required.
<h3>Plans</h3>
Free Plan 
– Includes WorkSpace, Service Builder, Portfolio, Testimonials, and Quote Form. 
– Connects to Cloodo WorkSuite for CRM and Helpdesk access.
Pro Plan 
– Adds KPI dashboard, Helpdesk Embed, and automation tools.
Premium Plan 
– Unlocks AI automation, WhatsApp CRM, and custom integration services.
Start free, grow your operations, and upgrade as you scale.
<h3>Vision</h3>
Cloodo’s mission is to make Digital Transformation accessible for everyone. 
With Cloodo Workplace for WordPress, any business can create a professional Digital Workplace within minutes — combining WorkSpace for creation and WorkSuite for operations.
Your WordPress site becomes your Business Command Center — simple, connected, and ready to grow with you.

Worksuite WP – ERP, Workplace, CRM, HRM, Project Manager & Company Board

This plugin is a facade to an online cloud-based ERP which I haven't tried as I simply disabled the plugin after realising their registration process is filled with trackers to shove the service down your throat. 

Not a WordPress-enabled ERP

Turn your WordPress site into a complete digital workplace — manage services, clients, projects, and helpdesk in one connected system powered by Clood …

CRM and Lead Management by vcita vs Worksuite WP – ERP, Workplace, CRM, HRM, Project Manager & Company Board