Wordpress Portal

Project Management & Accounting Software Combined in Single WordPress Plugin
Version: 1.2.0
Updated: 20 December 2020
Status: Not Activated
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Discuss projects, assign tasks, share files, create events, send invoices, and get paid online. All in one White Label WordPress plugin. Get Your Portal Installed With Just a Few Clicks.

Keep it all together

Discuss project, assign tasks, share files, create events, send invoices, and get paid online. All in one WordPress plugin.

Project Management

Discuss project details with your team and set milestones that need to be delivered and share your project files and assets.

Client Management

Create clients profile and add all contacts related to the client account. Decide who should have access to the portal.

Accounting Management

Manage your business financials and accounting by tracking your business expenses and income with a robust reporting system.

Project Management

Discuss project details with your team and set milestones that needs to be delivered and share your project files and assets.

Discussion Threads.

Open private or public discussions with your team for each project. Get some privacy with internal discussions that are not visible by your client.

Tasks & Milestones.

Assign tasks to a specific team member and set the due date to this task. You can also open discussion for each list of tasks you have.

Project Events.

Create and share one-time or recurring events generally or project-specific with your team and clients that will be added to their calendar automatically.

Sharing Files.

Share project files with your team on the go locally on your server or on the cloud using Google Cloud Storage based on your settings.

Stay on Top of Your Projects

WordPress portal ships with a real-time in-app and email notifications systems to help you to stay up to date.

Client Management

Create client profile and add all contacts related to the client account. Decide who should have access to the portal.

Add Contacts.

When you create clients, you have the option to add contacts assigned to the client account and invite them to portal using their email address.

Invite to Projects.

Grant or revoke access for each and every single contact to be able to login to the portal and add them to the selected project you choose.

Share Events & Tasks.

Share project-specific events, tasks with the selected contacts from client account to be added to their calendar and tasks list.

Request Estimates.

Using pre-prepared forms, contact can submit any form he want to ask you to create and send estimates inside the portal and then they can approve it.

Finance Management

Manage your business financials and accounting by tracking your business expenses and income with robust reporting system.

Send Invoices.

Create and send invoices to your clients on the go. Invoice can be assigned to specific project with auto calculations and status updates.

Get Paid.

Receive payments online using Credit Card and PayPal for each invoice you sent. Client has the option to set a specific amount to pay or pay in full.

Track Expenses.

Track your business expenses divided by different categories and assign expenses to projects to get better understanding about project financial status.

Receive Timesheet.

Receive time sheets from contractors and team members to make it easy to pay. timesheets can be assigned to project to calculate the time spent on each project.