sunnysonic

<p>Many CRM systems can seem overwhelming: We’ve created Easy CRM to include the most essential tools for you to be able to run your small and medium sized companies and manage your team efficiently.<br />
Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team.<br />
Watch the video to see the most basics on how it is used.</p>
<h3><a href="https://vimeo.com/804911326" rel="nofollow ugc">Click here to watch our Part1 Video: First steps – Usage & Feature Presentation</a></h3>
<div class="embed-vimeo" style="text-align: center;"><iframe loading="lazy" src="https://player.vimeo.com/video/804911326" width="750" height="422" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe></div>
<h3><a href="https://vimeo.com/804911367" rel="nofollow ugc">Click here to watch our Part2 Video: First steps – Usage & Feature Presentation</a></h3>
<div class="embed-vimeo" style="text-align: center;"><iframe loading="lazy" src="https://player.vimeo.com/video/804911367" width="750" height="422" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe></div>


Easy CRM


Perfect for any small to medium sized company because of it's easy use.


Perfect for any small to medium sized company

Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team.

Brent

<p>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.</p>
<p>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.</p>
<p>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.</p>
<ul>
<li>Take and <strong>manage unlimited meeting minutes</strong></li>
<li><strong>Track important due dates and tasks</strong> that will auto-update based on your event date selection.</li>
<li>Document <strong>general notes</strong> for the project itself</li>
<li><strong>Manage a budget</strong> with revenue and expense items</li>
<li>Visually manage key steps with a <strong>Kanban board</strong></li>
<li>Keep <strong>key information</strong> at the top of your list with a dedicated informational board</li>
<li>Post <strong>unlimited notebooks</strong> to the frontend – great for posting meeting minutes!</li>
<li><strong>Store attachments</strong> for your event and avoid the ‘we lost it!’ cry</li>
</ul>
<p>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.</p>
<ul>
<li><strong>Only use the components you want when setting up a PT Project Notebook.</strong> Don’t over clutter your project with items that don’t make sense.</li>
<li><strong>Publish your PT Project Notebook to allow interested parties to see what is expected if they were to take over the project.</strong> Great for volunteer recruitment!</li>
<li><strong>Front-end editing access</strong> to make it as easy as possible for your PT Project Notebook managers.</li>
</ul>
<p>OWN AND CONTROL YOUR STORE DATA – FOREVER</p>
<p>With Project Notebooks, your data belongs to you. Always.</p>
<p>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.</p>
<p>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.</p>


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.

Easy CRM vs PT Project Notebooks