rusenas

Rusenas CRM turns your WordPress admin into a small but complete CRM. It adds Projects and Tasks, a Calendar of upcoming work, and a notification system, and it gates every feature with the standard WordPress roles and capabilities. Everything runs on your own site — there are no external services and no visitor tracking.
Features:
<ul>
<li>Projects with a description, file attachments (WordPress media library), a configurable status, comments, and a per-project access list.</li>
<li>Tasks that belong to a project and are assigned to a user, each with a description, files, status, due date and comments.</li>
<li>Calendar with monthly and daily views of tasks by due date.</li>
<li>Notifications delivered through native WordPress surfaces: an admin-bar bell with an unread badge, a dashboard widget, a notifications screen, and optional email.</li>
<li>Email notifications through WordPress’s own mailer (wp_mail), with a site-wide switch and a per-user opt-out on the profile screen.</li>
<li>Read & comment view for opening a project or task to read it and add comments — available to anyone with access, including users who cannot edit.</li>
<li>Quick Edit for changing a record’s status and name inline; all editing is limited to administrative-group users who also have access to that record.</li>
<li>Role-based access control with a configurable capability matrix (Administrator, Editor, Author, Contributor, Subscriber).</li>
<li>Configurable settings: status lists, default calendar view, and notification triggers.</li>
<li>Multilingual interface that follows the WordPress site and per-user language.</li>
</ul>
<h3>Languages</h3>
The interface language follows the WordPress Site Language (Settings → General) and each user’s Language (Users → Profile) automatically. Bundled translations:
<ul>
<li>English (en_US) — source language and fallback</li>
<li>Russian (ru_RU)</li>
<li>German (de_DE)</li>
<li>Filipino (fil)</li>
<li>French (fr_FR)</li>
</ul>
A <code>rusenas-crm.pot</code> template and editable <code>.po</code> sources are included in the <code>languages</code> folder for adjusting or adding translations.
<h3>Terms and Privacy</h3>
By installing and using this plugin you agree to its Terms and Conditions. Please also review the Privacy Policy. The plugin is self-contained and does not send data to Rusenas or track visitors.
<ul>
<li>Terms and Conditions: https://rusenas.com/products/minicrm/terms/</li>
<li>Privacy Policy: https://rusenas.com/products/minicrm/privacy/</li>
</ul>

Rusenas CRM

A self-contained CRM inside WordPress: projects, tasks, calendar and notifications, with role-based access. Multilingual.

Andre Gagnon

Kyle Van Deusen

Docket WP is a productivity tool that allows you to create, save, and execute your standard operating procedures and simple to-do lists from any WordPress installation. By working through standardized procedures you can maximize your efficiency, develop consistency, improve organization, build repeatable systems, and accomplish more in less time.
Docket WP is commonly used for procedures like; Website Launches, Content Publishing, Monthly Maintenance, Website Auditing, Search Engine Optimization, and much more!
Features include:
<ul>
<li>Create unlimited lists for all of your standard operating procedures or one-off to-do’s.</li>
<li>Fill your lists with the individual steps (tasks) you need to take in order to execute your procedures.</li>
<li>Add notes to each task to provide more detail or link to instructions.</li>
<li>Check off tasks as you work through your processes ensuring you never miss a step.</li>
<li>Access your tasks from a small button in the admin bar, or use the keyboard shortcut.</li>
<li>Create list ‘templates’ and save them to your cloud library so you can reuse them on any WordPress installation.</li>
<li>Jumpstart your processes by importing our prebuilt processes list and use them out of the box, or edit them to make them your own.</li>
</ul>
Make it your own by using or editing prebuilt lists or easily customize to fit your needs. 
Do more in less time by standardizing your procedures maximizes your efficiency. 
Develop consistency by having repeatable processes ensure your work is always done right. 
Improve teamwork with clear directions and instructions for step-by-step execution. . 
Reduce redundancy by creating, saving, and accessing lists from unlimited websites. 
Boost creativity by giving your brain space to focus on creative problem solving.

Docket WP

The Docket WP plugin connects your Docket WP account into any WordPress installation. You will need a Docket WP account in order to use the plugin.

Rusenas CRM vs Docket WP