WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager Plugin
Use WordPress to handle the ERP, HR, CRM, and Project Management needs of your business.
Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. It allows you to easily manage your employees, projects, clients, documents, and more. Transform an ordinary WordPress installation into an ERP and Business Management system.
Human Resources
At the heart of Business Manager is an HR management system that allows you to keep detailed employee records:
- Store personal and contact details along with your employee’s job title, status, start and finish dates, and more.
- Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record.
- Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts.
- Create performance reviews for each employee with ratings, breakdowns, and more for your employees.
- Announcements for Enhanced Communication: Elevate workplace communication with our new announcement feature. Deliver vital updates and messages directly to your employees, fostering an informed and connected workforce.
Client Management & CRM
Manage all of your clients, leads, and their staff’s contact information:
- Record the name and business details of your clients and leads.
- Assign a status to each client for a very simple CRM and sales system.
- Save an unlimited amount of contact information for each of your clients.
- Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions.
Project Management
Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs:
- Assign projects to employees and clients for better communication.
- Create special types and statuses to keep your projects organized.
- Track progress and timelines so everyone knows how far along your projects are and when they are due.
- Manage individual project tasks with advanced drag and drop kanban boards.
- Keep detailed notes on your project as it goes through development for all assigned employees to see.
- Store important files and documents for your project as it progresses.
Document Management
Store all of your company’s frequently used documents and files:
- Upload any file type supported by WordPress (images, word processor files, PDFs, etc.).
- Track changes with a built-in, simple document versioning system by recording the employee, date, and version.
- Assign documents to departments and keep detailed notes for all employees to see.
WordPress ERP
Combining all of the features of Business Manager offers a simple and easy-to-use WordPress ERP system for your business. While most ERP systems are complex, Business Manager offers a better solution for companies with simple needs. Avoid the bloated feature sets of your typical ERP system and get started in minutes, today, with Business Manager. You’ll have human resources tools, project management, document management, and a way for your employees to work better and faster.
Extensions
- Asset Manager
Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more. - Contractors
Store multiple pieces of personal and employment information for each of your company’s contract workers. - Custom Fields
Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types.
Visit Our Website to Learn More
Please visit the Business Manager website for more information about our ERP WordPress plugin:
Screenshots
Business Manager Dashboard
Employees Overview
Editing an Employee
Editing a Project
Editing a Client
Editing a Document
General Settings
FAQ
No, Business Manager is built to be an admin-side only plugin. There are currently no plans to introduce any front-end functionality.
Absolutely, your HR department or staff can create individual logins for each of your employees. You can even restrict what parts of Business Manager they have access to. You can learn more about how this system works at our site: Employee Login Accounts and Access
Yes, each Project you create comes with a simple three-column kanban board. You can use Busines Manager for most common project management and task management needs.
You can use Business Manager to track clients with custom status settings and detailed notes. Combining these two features together is one of the easiest ways to start building a simple CRM system inside of WordPress.
Yes, you can disable any of the sections of Business Manager you don’t need by going into the plugin’s “General” settings. Business Manager is a very flexible ERP solution for WordPress.
Yes, each of the features has its own section in the settings where you can change labels and names.
No, at this time we are not offering support for WordPress Multisite installations.
Changelog
1.5.9
New Features:
* Added announcements system.
Ability to send company-wide announcements to employees email.
Improvements:
* Fixed scrolling issue in the settings panel.
* Compatible upto PHP 8.3
1.5.8
Improvements:
* Added a button to add “New Leaves” in leaves calendar.
* Added “Total Days” field back to the leaves request form.
* Added links to leaves in the leaves dashboard.
* Compatibility for addons. Added support for custom tabs for the custom fields addon (paid).
Bug Fixes:
* PHP compatibility improvement.
1.5.7
New Features:
* Email notifications have been introduced to keep managers informed about Employee Leave Requests. Notifications will be sent to the manager’s work email.
Bug Fixes:
* Resolved an issue where employee leave entries were not displaying on the employee calendar.
* Addressed multiple security vulnerabilities for enhanced system integrity and user data protection.
1.5.6.2
Fixed fatal PHP error.
Fixed root rest api url for the calendar.
1.5.6
Basic Employees Leaves Calendar View added.
1.5.5
- Added the ability to assign multiple reviewers to an employee review.
- Fixed a bug where user assignments were not visible on the dashboard lists.
1.5.4
- Miscellaneous bug fixes.
1.5.3
- Fixed the upgrade script to fix the missing project assignments.
1.5.2
- Bug fix for notice on the projects page.
1.5.1
- Added an option to add multiple employees to a project.
1.5.0
- Dashboard improvements.
- Miscellaneous bug fixes.
1.4.7
- Miscellaneous bug fixes.
1.4.6
- Updated CMB2
- Miscellaneous bug fixes.
1.4.5
- Interface changes for Business Manager Extensions.
1.4.4
- Interface changes to make Saving and Trashing information clearer.
- Miscellaneous bug fixes.
1.4.3
- Miscellaneous bug fixes.
1.4.2
- Added “Status” to Clients. You can now filter on this taxonomy as well.
- Reworked the Clients list.
- Reworked the Projects list.
- Miscellaneous bug fixes.
1.4.1
- Added new address fields for Employees.
- Added new address and tax ID fields for Clients.
- Improved the Tasks interface.
- Bug fix for handling pluggable functions.
- Bug fix for CMB2 Conditionals conflict with WooCommerce Variable Products.
- Miscellaneous bug fixes for Employee Login Accounts and Access.
- Behind-the-scenes changes to make future extensions easier to develop.
1.4.0
- New Employee Login Accounts and Access feature. Learn more at https://bzmngr.com/docs/employee-login-accounts-and-access/
- Miscellaneous bug fixes.
- Now requires at least WordPress 5.0 and PHP 7.2.