DesignLoud

SWELLEnterprise is a cloud-based system that makes running your business easier than ever before. With SWELLEnterprise, you can manage everything from clients to leads, invoicing to documents, projects to email marketing – all from one app! No more switching tabs and duplicate data entry; instead, you get a 360 view of all your clients and a fully customizable interface to tailor the app to fit your needs. Plus, automate the boring stuff and save time by never having to worry about creating contracts, projects, invoices or sending welcome emails again! Get everything you need in one place with SWELLEnterprise – it’s the best way to run your business. <a href="https://swellsystem.com?utm_source=wordpress&utm_medium=plugin&utm_campaign=register" rel="nofollow ugc">Click here to register</a> and see the difference!
Major features of the SWELLEnterprise WordPress plugin include:
<ul>
<li>Create, edit and manage leads directly from your WordPress website.</li>
<li>Create, edit and manage clients directly from your WordPress website.</li>
<li>Schedule tasks from you WordPress website.</li>
<li>Connects WordPress with <a href="https://swellsystem.com?utm_source=wordpress&utm_medium=plugin&utm_campaign=register" rel="nofollow ugc">SWELLEnterprise All-In-One Business Management App</a>.</li>
<li>Two way syncing functionality.</li>
</ul>
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/ELQrbMUGnRA?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>
<h4>Features of SWELLEnterprise</h4>
Contracts 
Put that old fax machine away. Bring your company’s contracts into the digital age.
Social Feeds 
Always know what your clients want, when they want it with social feed integration.
Teams 
Keep careful track of all your departments at all times in the easiest way possible with SWELLEnterprise.
Gantt Charts 
Everyone loves a well-made chart, but nobody likes making them – unless they’re this easy.
Reports 
Make the headaches of tedious reports a thing of the past with SWELLEnterprise.
Custom Domains 
Use your own domains with SWELLEnterprise.
Custom Branding 
No more soulless templates with SWELLEnterprise.
White Label 
Make sure your brand is front and center with SWELLEnterprise every single time.
Data Enrichment 
Know your customers, inside and out. Get the information you need to keep them happy and make sure you deliver what they need, when they need it.
Client Portal 
Put the needs of your customers first. Make it easy for them to access their information by tailoring the client portal to fit their needs.
Scheduling App 
Never miss an appointment. Create your schedule and share it with your contacts so that they know when they can get in touch.
Workflow Automation 
Ensure your business runs smoothly all the time. Automate just about anything with easy-to-understand “if this, then that” scenarios.
Forms Builder 
SWELLEnterprise takes the hassle of form building off your shoulders. Simply drag and drop to create the perfect lead capture in minutes.
Marketing 
Engage with your audience easily and efficiently. Our simple drag and drop builder allows you to create newsletters, send SMS text messages, or build drip campaigns with ease.
Templates 
Fully customize thousands of templates so that you can create emails, projects, tasks, newsletter campaigns, and more effortlessly.
Cloud Based 
Use SWELLEnterprise anywhere, anytime. Our cloud based system means you can use it on your desktop, mobile, or tablet.
Roles & Permissions 
Eliminate human error. Easily assign roles and permissions straight from the app.
Work Room 
Make the creative process easier and more interactive with visual art boards. Drag and drop your ideas to brainstorm new ways to grow your business.
Lead Management 
Never miss a great sale. Get a 360 view of your pipelines and leads through each stage of your sale process.
Notes 
Keep detailed notes that you can access anytime, anywhere.
Invoicing 
Invoicing made easy. Create one-time or recurring invoicing, accept payment, or view invoice status at any time with SWELLEnterprise.
File Manager 
Stay organized with Swell’s automatic file manager.
Estimates 
Save time on estimates. See when leads or clients view them and convert approved estimates to invoices in no time.
Client Relationship Management 
Know your clients inside and out. SWELLEnterprise gives you a 360 of everything they do, including history, sales, documents, activities and more.
Reminders 
Never miss a beat. Create reminders and follow-up to keep you and your entire team on task all the time.
Tasks 
Make sure everyone does what they’re supposed to. Assign tasks, sub-tasks, deadlines, and estimated hours to everyone in your company to keep everyone on-track.
Project Management 
Project management is made easy with SWELLEnterprise. Create and assign deadlines, create templates, and keep everything in check effortlessly.
Team Chat 
Keep in touch with everyone, whether you’re on a beach or getting coffee.
Telephone 
Dial, record, and improve your team with our in-app dialer.
Email Client 
Your full-integrated email solution. Send and receive emails, create templates for later use, or schedule emails to be sent. All your email needs in one place.
Contact Manager 
All your business contacts stored in one place for easy access. Tag and keep track of all your contacts, no matter where you are.
Multi Users 
Get your whole team onboard. Allow everyone to see what’s going on in the business, assign things to team members, and keep an eye on who does what.
Calendars 
Keep track of your whole business at a glance. Import calendars into the app and watch as projects, tasks, and reminders show up automatically.
Opportunities 
Keep track of all your business opportunities with one app. Never miss a deal with drag and drop through each stage of the sales pipeline.
Proposals 
Land that big client. Drag and drop to create stunning proposals that generate amazing leads.
Custom Fields 
Get the data you need, when you need it. You can choose to make custom fields required or not for your team. Choose from drop-downs, text fields, dates and more.
Accounting 
Keep your company growth on track. Import all you account data into the app to keep track of all the important stuff, like growth rate, profit, and loss.
Connect To 1000+ Apps With Our Native And Zapier Integrations 
Connect with your favorite apps using one of our native integrations or Zapier. If you need extended functionality you can take a look at our developer API.

SWELLEnterprise

A plugin that connects your website to the SWELLEnterprise services.

A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.
Upgrade to the <a href="https://constellationclientportal.com/?utm_source=wporg" title="Get Constellation Client Portal Pro" rel="nofollow ugc">Pro version</a> and integrate with WooCommerce to accept payments for invoices and services.
Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.
<h3>Features</h3>
<ul>
<li>Create unlimited private pages for your clients, customers, and team members.</li>
<li>Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.</li>
<li>Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.</li>
<li>Prevent direct access to client files by users, search engines, and bots.</li>
<li>Assign WordPress users to Companies.</li>
<li>Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.</li>
<li>Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.</li>
</ul>
<h3>Pro</h3>
<ul>
<li>Automatically redirect clients to their private client page at login (optional login redirect setting).</li>
<li>Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).</li>
<li>Change the Client Page, Client File, and Client Invoice URL base names (“accp-client-page,” “accp-clientfile,” and “accp-clientinvoice) to names of your choosing.</li>
<li>Automatically send email notifications to clients when a new File or Invoice post is created.</li>
<li>Automatically send reminder email notifications on a schedule.</li>
<li>Easily customize the look of client-facing lists and pages.</li>
<li>Display client-facing lists in list or grid layout.</li>
<li>Easily generate, save, and edit file and invoice shortcodes within the plugin settings.</li>
<li>Add due dates and past due notices to invoices and files.</li>
<li>Further restrict file and invoice access within a company by user and role.</li>
<li>Restrict file and invoice category access by user and role.</li>
<li>Add internal notes to File and Invoice posts.</li>
<li>Export file and invoice lists to CSV.</li>
<li>Create <a href="https://constellationclientportal.com/2023/05/16/how-to-utilize-global-pages/" title="Client Portal Global Pages" rel="nofollow ugc">global client pages</a> that can be accessed by multiple companies.</li>
<li>Create global client files that can be accessed by more than one company.</li>
</ul>
<h3>Use Cases</h3>
Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups. It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.
Example Use Case Areas
<ul>
<li>Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.</li>
<li>Freelancers – Interface with clients, customers, contractors, and vendors.</li>
<li>Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.</li>
<li>Teams – Interface with team members, staff, affiliates, vendors, and contractors.</li>
<li>Groups and Organizations – Interface with group members, and other affiliates.</li>
</ul>
<h3>Shortcodes (Core)</h3>
The shortcode parameters, below, are for use with the core version of the plugin. The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.
<h4>Unpaid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="unpaid"]
</code></pre>
<h4>Paid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="paid"]
</code></pre>
<h4>Invoice Shortcode Parameters</h4>
<ul>
<li>invoice_status this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.</li>
<li>display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li>order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li>order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li>show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li>show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li>thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li>align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li>show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>categories Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li>link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li>class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Document/File List</h4>
<pre><code>[accp_clientfiles]
</code></pre>
<h4>File Shortcode Parameters</h4>
<ul>
<li>categories Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li>display_number this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li>order_by this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li>order this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li>show_excerpt this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>excerpt_length this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li>show_thumbnail this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li>thumbnail_size this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li>align_thumbnail this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li>show_post_date this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li>link_title Accepted Values: “nolink”. Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li>class Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Global Files (Pro)</h4>
<pre><code>[accp_global_files]
</code></pre>
<h4>Company Menu (Pro)</h4>
<pre><code>[accp_company_menu]
</code></pre>
<h4>Company Menu Shortcode Parameters</h4>
<ul>
<li>excluded_page_ids – this allows for pages that are assigned to a given company to be excluded from the company menu. Accepts a comma separated list of Client Page ID’s. Default = null.</li>
<li>list_style – this allows the UL orientation to be changed. Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.</li>
<li>align – this allows for the menu alignment to be set. Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.</li>
</ul>
<h3>Documentation</h3>
<ul>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/#quick-start" rel="nofollow ugc">Quick Start Guide</a> – Follow the quick start guide to quickly set up the initial foundation for your client portal.</li>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/" rel="nofollow ugc">Plugin Documentation</a> – View the plugin documentation for other helpful information.</li>
</ul>
<h3>Support</h3>
Pro users, with active licenses, should open a support ticket by accessing their account on <a href="https://constellationclientportal.com/my-account/" rel="nofollow ugc">constellationclientportal.com</a> for help and support.

Constellation Client Portal

WordPress client portal plugin that allows for sharing private files, pages, and posts to manage clients, customers, and more.

SWELLEnterprise vs Constellation Client Portal