wpadroit

InfoChat adds an intelligent AI-powered chat widget to your WordPress website. The AI automatically reads your published pages, posts, and products to answer visitor questions accurately — while capturing leads for follow-up.
<h4>Key Features</h4>
<ul>
<li>AI-Powered Chat — Connect your own AI API key (Google Gemini, OpenAI, or Anthropic) to power the chat</li>
<li>Website Context Awareness — Automatically analyzes your pages, posts, and products so the AI gives accurate answers</li>
<li>Lead Capture — Collects visitor contact information during chat conversations</li>
<li>Built-in Lead Management — View and manage all leads directly inside WordPress</li>
<li>Chat History — Full conversation history stored and viewable in the admin panel</li>
<li>Customizable Widget — Adjust colors, position, welcome message, and chat title</li>
<li>WooCommerce Support — Automatically indexes product information including prices and attributes</li>
<li>Mobile Responsive — Works on all screen sizes and devices</li>
<li>Dark Mode Support — Automatically adapts to the visitor’s system preference</li>
</ul>
<h4>How It Works</h4>
<ol>
<li>Install & activate the plugin</li>
<li>Go to InfoChat → Settings and add your AI API key</li>
<li>Click “Analyze Website Now” to index your content</li>
<li>The chat widget appears on your website — visitors can ask questions and get instant answers</li>
<li>Leads are captured and viewable in InfoChat → Leads</li>
</ol>
<h4>Optional: CRM Integration</h4>
The free version includes a built-in lead management system. If you use an external CRM, you can optionally connect it:
<ul>
<li>InformSuite CRM (recommended) — <a href="https://erp.informsuite.com/" rel="nofollow ugc">erp.informsuite.com</a></li>
<li>HubSpot</li>
<li>Salesforce</li>
<li>Zoho CRM</li>
<li>Pipedrive</li>
<li>Custom API / Webhook</li>
</ul>
CRM integration requires an active account with the respective CRM provider. No plugin upgrade is needed — simply enter your CRM API credentials in the settings.
<h4>Supported AI Providers</h4>
You need an API key from one of these providers:
<ul>
<li><a href="https://ai.google.dev/" rel="nofollow ugc">Google Gemini</a> (recommended — free tier available)</li>
<li><a href="https://platform.openai.com/" rel="nofollow ugc">OpenAI</a> (GPT-4, GPT-3.5-turbo)</li>
<li><a href="https://www.anthropic.com/" rel="nofollow ugc">Anthropic</a> (Claude)</li>
</ul>
<h3>Third-Party Services</h3>
This plugin connects to external third-party services. By using these services, you agree to their respective terms and privacy policies.
<h4>AI Providers (one required)</h4>
The plugin sends your website content (as context) and visitor chat messages to your chosen AI provider to generate responses.
Google Gemini (Google AI) 
* Service URL: <a href="https://ai.google.dev/" rel="nofollow ugc">https://ai.google.dev/</a> 
* API Endpoint: <code>https://generativelanguage.googleapis.com/v1beta/</code> 
* Terms of Service: <a href="https://ai.google.dev/gemini-api/terms" rel="nofollow ugc">https://ai.google.dev/gemini-api/terms</a> 
* Privacy Policy: <a href="https://policies.google.com/privacy" rel="nofollow ugc">https://policies.google.com/privacy</a> 
* Data sent: website content summary, visitor chat messages, chat history
OpenAI 
* Service URL: <a href="https://openai.com/" rel="nofollow ugc">https://openai.com/</a> 
* API Endpoint: <code>https://api.openai.com/v1/</code> 
* Terms of Use: <a href="https://openai.com/policies/terms-of-use" rel="nofollow ugc">https://openai.com/policies/terms-of-use</a> 
* Privacy Policy: <a href="https://openai.com/policies/privacy-policy" rel="nofollow ugc">https://openai.com/policies/privacy-policy</a> 
* Data sent: website content summary, visitor chat messages, chat history
Anthropic (Claude) 
* Service URL: <a href="https://www.anthropic.com/" rel="nofollow ugc">https://www.anthropic.com/</a> 
* API Endpoint: <code>https://api.anthropic.com/v1/</code> 
* Terms of Service: <a href="https://www.anthropic.com/policies/terms" rel="nofollow ugc">https://www.anthropic.com/policies/terms</a> 
* Privacy Policy: <a href="https://www.anthropic.com/policies/privacy" rel="nofollow ugc">https://www.anthropic.com/policies/privacy</a> 
* Data sent: website content summary, visitor chat messages, chat history
<h4>CRM Providers (optional)</h4>
If you enable CRM integration, lead data (name, email, phone, company, chat transcript) is sent to your chosen CRM.
HubSpot 
* API Endpoint: <code>https://api.hubapi.com/</code> 
* Privacy Policy: <a href="https://legal.hubspot.com/privacy-policy" rel="nofollow ugc">https://legal.hubspot.com/privacy-policy</a>
Salesforce 
* API Endpoint: Your Salesforce instance URL 
* Privacy Policy: <a href="https://www.salesforce.com/company/privacy/" rel="nofollow ugc">https://www.salesforce.com/company/privacy/</a>
Zoho CRM 
* API Endpoint: <code>https://www.zohoapis.com/</code> 
* Privacy Policy: <a href="https://www.zoho.com/privacy.html" rel="nofollow ugc">https://www.zoho.com/privacy.html</a>
Pipedrive 
* API Endpoint: <code>https://api.pipedrive.com/</code> 
* Privacy Policy: <a href="https://www.pipedrive.com/en/privacy" rel="nofollow ugc">https://www.pipedrive.com/en/privacy</a>
InformSuite CRM (WPAdroit CRM) 
* Service URL: <a href="https://erp.informsuite.com/" rel="nofollow ugc">https://erp.informsuite.com/</a> 
* API Endpoint: Your InformSuite CRM instance URL 
* Privacy Policy: <a href="https://wpadroit.com/privacy-policy" rel="nofollow ugc">https://wpadroit.com/privacy-policy</a> 
* Note: When InformSuite CRM live chat is enabled, a WebSocket connection is established to your InformSuite instance for real-time operator chat.
Custom API / Webhook 
* Sends lead data to a URL you configure in the settings.
<h4>Data Handling</h4>
<ul>
<li>All chat conversations and lead data are stored in your WordPress database</li>
<li>Data is only sent to external services you explicitly configure (AI provider and/or CRM)</li>
<li>No data is collected by the plugin author</li>
<li>No analytics or tracking is included in this plugin</li>
<li>The plugin sets one cookie (<code>infochat_session</code>) to maintain the chat session (expires in 24 hours)</li>
<li>IP addresses are collected solely for rate limiting purposes</li>
</ul>
<h3>Privacy Policy</h3>
InfoChat stores all data in your WordPress database. The plugin does not send any data to the plugin author or any third party except the AI provider and CRM you explicitly configure. See the “Third-Party Services” section above for details on what data is sent to each service.
Site administrators are responsible for: 
* Informing visitors about the use of AI chat and data collection in their privacy policy 
* Ensuring compliance with GDPR, CCPA, or other applicable data protection regulations 
* Configuring appropriate data retention policies

InfoChat – AI Chat with CRM

AI-powered chat widget that analyzes your website content to answer visitor questions and captures leads with optional CRM integration.

cloodoteam

Turn your WordPress site into a complete Digital Workplace — manage CRM, ERP, Projects, Helpdesk, Services, and Client Portal in one connected system powered by Cloodo WorkSuite.
<h3>“Your WordPress site looks professional. But does it actually run your service business?”</h3>
We’ve spent over 15 years building and selling structured service packages online — from digital solutions to automation systems and support contracts.
And we kept seeing the same problem:
Agencies running WordPress 
But managing operations in 6–8 different tools.
<ul>
<li>CRM in one system </li>
<li>Projects in another </li>
<li>Tickets via email </li>
<li>Chat in WhatsApp </li>
<li>Proposals in PDF </li>
<li>Tasks in Trello </li>
<li>Invoices somewhere else </li>
</ul>
Nothing connected.
<h3>The Hidden Problem with Service Businesses on WordPress</h3>
WordPress powers over 43% of all websites globally.
A majority of small and medium service businesses rely on WordPress as their digital storefront.
But WordPress was built for publishing — not managing service operations.
So service companies struggle with:
<ul>
<li>No structured Service Packages or Pricing Tables</li>
<li>Scattered leads across forms, email, and chat</li>
<li>Manual conversion from quote → project → task</li>
<li>No unified CRM + Project Management + Helpdesk</li>
<li>No built-in Client Portal</li>
<li>Too many disconnected plugins</li>
</ul>
Growth creates chaos instead of clarity.
<h3>Why We Built Cloodo Workplace</h3>
We didn’t want another generic plugin.
We built Cloodo Workplace for WordPress specifically for service-based businesses.
It connects your website to Cloodo WorkSuite, creating a complete:
CRM • ERP • Project Management • Helpdesk • HRM • Client Portal • AI Automation
All inside one connected ecosystem.
<h3>AI-Powered QuickStart</h3>
Starting from a blank page is hard.
So Cloodo integrates AI automation directly into activation.
After connecting your site, Cloodo AI analyzes your:
<ul>
<li>Business profile</li>
<li>Website content</li>
<li>Industry focus</li>
<li>Brand positioning</li>
</ul>
Then automatically generates:
<ul>
<li>Company profile</li>
<li>Structured Service Packages</li>
<li>Pricing sections</li>
<li>FAQs</li>
<li>Testimonials</li>
<li>Portfolio samples</li>
<li>Helpdesk structure</li>
</ul>
Within minutes, your WordPress site becomes a Lean Professional Service Page.
You can edit everything inside Cloodo WorkSpace in your WordPress Admin.
No blank page. 
No copywriting stress. 
No expensive consultants.
<h3>WorkSpace (Inside WordPress)</h3>
Manage your business content directly from WordPress:
<ul>
<li>Services & Pricing Packages</li>
<li>Testimonials & Portfolio</li>
<li>FAQs & Highlights</li>
<li>Company & Team Profiles</li>
<li>Shortcodes & Widgets</li>
</ul>
Built specifically for service management, not product catalogs.
<h3>Client Portal & Helpdesk</h3>
Cloodo automatically creates a Helpdesk and Client Portal for logged-in users.
Clients can:
<ul>
<li>Submit and track support tickets</li>
<li>View projects and milestones</li>
<li>Monitor tasks</li>
<li>Access proposals and invoices</li>
<li>Track payment status</li>
</ul>
Improve transparency and client experience.
<h3>WorkSuite (Cloud Backend)</h3>
Cloodo WorkSuite is a lightweight but powerful CRM and Project Management system built for service teams.
Unlike heavy ERP systems or complex PM tools:
<ul>
<li>No overwhelming setup</li>
<li>No enterprise-only complexity</li>
<li>No unnecessary modules</li>
</ul>
Includes:
<ul>
<li>CRM</li>
<li>Project Management</li>
<li>Task & Milestone Tracking</li>
<li>Estimates & Proposals</li>
<li>Invoicing</li>
<li>Helpdesk System</li>
<li>Basic HRM</li>
<li>KPI Dashboard</li>
</ul>
Enough structure to scale. 
Simple enough to use immediately.
<h3>One Connected Workflow</h3>
Service Page 
→ Quote 
→ CRM Lead 
→ Proposal 
→ Project 
→ Task 
→ Invoice 
→ Support Ticket 
→ Review
Cloodo connects your entire service lifecycle in one system.
Your WordPress website becomes more than marketing.
It becomes your Business Command Center.

Cloodo WP Workplace – CRM & Project Management for Services Business

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 CRM, ERP, Projects, Helpdesk, Services, and Client Portal in one connected system  …

InfoChat – AI Chat with CRM vs Cloodo WP Workplace – CRM & Project Management for Services Business