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.

Brent

PT Project Notebooks helps you run projects and events inside WordPress — take meeting minutes, track tasks, manage budgets, and publish notebooks to the front end for volunteers and stakeholders.
Our core platform is free, flexible, and driven by its users. The freedom of open-source means you retain full ownership of your project’s content and data forever.
Whether you’re organizing your own project, chairing a committee, or managing an event for your school, church, sports team, or any other organization type, use Project Notebooks for a project management tool that blends simplicity with detail.
<ul>
<li>Take and manage unlimited meeting minutes</li>
<li>Track important due dates and tasks that will auto-update based on your event date selection.</li>
<li>Document general notes for the project itself</li>
<li>Manage a budget with revenue and expense items</li>
<li>Visually manage key steps with a Kanban board</li>
<li>Keep key information at the top of your list with a dedicated informational board</li>
<li>Post unlimited notebooks to the frontend – great for posting meeting minutes!</li>
<li>Store attachments for your event and avoid the ‘we lost it!’ cry</li>
</ul>
Built-in tools and a simple-to-use interface help you efficiently manage your next big project or event with ease. Transitioning the management of projects or committees from user to user is as easy as adding the new person as an administrator of the project – allowing users like Committee Chairs to easily pass their work on to the next chair.
<ul>
<li>Only use the components you want when setting up a PT Project Notebook. Don’t over clutter your project with items that don’t make sense.</li>
<li>Publish your PT Project Notebook to allow interested parties to see what is expected if they were to take over the project. Great for volunteer recruitment!</li>
<li>Front-end editing access to make it as easy as possible for your PT Project Notebook managers.</li>
</ul>
OWN AND CONTROL YOUR STORE DATA – FOREVER
With Project Notebooks, your data belongs to you. Always.
If you opt to share usage data with us, you can feel confident knowing that it’s anonymized and kept secure. Choose to opt-out at any time without impacting your store.
Unlike hosted project and event management solutions, Project Notebooks data is future-proof; should you wish to migrate to a different platform, you’re free to export all your content and take your site wherever you choose. No restrictions.

PT Project Notebooks

We built this plugin to help anyone who needs to manage a committee, event, or project. We hope you like it and provide us with many suggestions to improve.

Built with various project management in mind

WordPress event & project management: meeting minutes, track tasks, create budgets, and publish project notebooks to the front-end.

Rusenas CRM vs PT Project Notebooks