Ika Balzam

WorkZen Connector seamlessly integrates your WordPress forms with WorkZen CRM, automatically capturing and syncing leads from popular form plugins, and allows you to add stunning floating action buttons for phone calls, WhatsApp, contact forms, and online booking.
Supported Form Plugins:
<ul>
<li>The popular choices: Contact Form 7, WPForms, Gravity Forms, Elementor Forms.</li>
<li>Advanced Builders: Ninja Forms, Formidable Forms, Fluent Forms, Forminator.</li>
<li>“But wait, there’s more!”: WS Form, Caldera Forms, HappyForms, JetFormBuilder</li>
</ul>
Is your favorite form plugin missing? Let us know, and we’ll make it happen!
Key Features:
<ul>
<li>Easy Setup – Configure once and capture leads automatically</li>
<li>Smart Field Mapping – Automatically detects and maps common form fields, and even not so-common ones too</li>
<li>Retry Queue – Failed submissions are queued and retried automatically</li>
<li>API Testing – Test your connection before going live</li>
<li>Selective Integration – Enable only the form plugins you use (we mean, if you want to)</li>
<li>Activity Log – Track all lead submissions and API responses</li>
<li>Floating Action Buttons – Customizable floating buttons for phone, WhatsApp, contact form, and online booking with stunning design and animations (So pretty!)</li>
<li>Online Booking – Let customers book appointments directly from your website with an interactive calendar and time slot selection</li>
</ul>
External Service Disclosure:
This plugin connects to the WorkZen API to submit form leads. When a user submits a form on your website, we will collect the lead’s contact information (general and metadata) and transmit it to WorkZen’s servers for processing and storage.
By using this plugin, you are responsible for ensuring compliance with applicable privacy laws and obtaining necessary user consent for data transmission.
<h3>External Services</h3>
This plugin relies on the WorkZen API service:
<ul>
<li>Service URL: https://api.workzen.io</li>
<li>Purpose: Submit form leads to your WorkZen CRM account</li>
<li>Data Transmitted: Contact information from form submissions (names, email, phone, address, message)</li>
<li>Privacy: You are responsible for informing users about data transmission and obtaining necessary consent</li>
</ul>
For questions about data handling and privacy, please contact WorkZen at https://workzen.io

WorkZen Connector

Connect your WordPress forms to WorkZen CRM and never miss a lead again.

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  …

WorkZen Connector vs Cloodo WP Workplace – CRM & Project Management for Services Business