Easy CRM
| 开发者 | sunnysonic |
|---|---|
| 更新时间 | 2025年8月3日 04:02 |
| 捐献地址: | 去捐款 |
| PHP版本: | 6.1 及以上 |
| WordPress版本: | 6.8.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
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.
Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team.
Watch the video to see the most basics on how it is used.
安装:
Download the plugin, install and activate. Our CRM doesn't have any dependencies on other plugins.
屏幕截图:
常见问题:
How to use the plugin?
- step - Add your clients (manually or through form on your website)
- step - Assign tasks and log the activity pertaining to the client / your team
- step - create and manage your quotes and invoices for the existing clients
Can I create tasks independent from a client?
Yes, tasks can be added through the task menu without a connection to the client. This will allow your team to plan work that does not directly pertain to a client.
Do i need to use all parts of the plugin?
No, feel free to only use parts of the plugin, like task management for your team.
Help, I can't delete old logs / activity logs of a client?
The system only allows to delete or edit activity logs that are not older than 1 hour. This will assure that nobody can delete client history, which often can have legal implications. Those logs are deleted though once the entire client is deleted in the system if necessary.
I would like to add some functionality?
Feel free to contact us to let us know, what you'd like to have included.
更新日志:
1.1.7
- List of clients - loading time improved.
- Last 10 added logs are now saved locally to be reused and shown in drop down when entering new log
- Checkbox when adding tags on client profile now inside tag bubble for easier visual confirmation of selected tags
- Logs added by system now don't count towards indicator on leads, not turning the indicator dot green
- Search bar next to sorting buttons added on client profile for easier filtering of tags while adding them
- When deleting a client profile, the success deletion message now disappears automatically
- line-break added when hovering a quote or invoice in client profile for easier readibility
- gravatars are being loaded if email of client is registered
- Note section of client profiles can now contain clickable links improved
- Client status can now be changed without going into the edit client menu through drop-down - added confirmation
- Design of client profile header section improved, escape characters properly escaped now on some systems, empty fields not shown if no data filled. Email address can be clicked to send one.
- Note section of client profiles can now contain clickable links
- Client status can now be changed without going into the edit client menu through drop-down
- Design of client profile header section improved, escape characters properly escaped now on some systems, empty fields not shown if no data filled. Email address can be clicked to send one.
- User with access to several accounting regions now shows all clients of all regions with access to on client list.
- Mobile view on client list improved
- Saving of Tasks logic improved
- Selection windows of whatsapp message in client profile now scrolling if it contains longer messages
- When editing a log it now automatically redirects you back to the client profile
- Fixed Tag sorting buttons in Client profile
- Task start time will now be 8am instead of midnight
- Reminder emails now include clickable client name to reach the client profile immediately
- ICS file generation on tasks has been improved
- Tasks now can contain collaborators (shows in client profile and task menu)
- Task end date automatically set to one hour after start date (This allows to set only the start date without touching the end date)
- Task Editor now has insert date button to add to description (handy for task updates)
- Tags in Client profile now sorted by color on get-go, sorting buttons functionality improved on several browsers
- Task Due Reminder emails contain client name in subject line now
- Open Tasks in the past receive now overdue reminders
- Dashboard widget for tasks adapted to incorportate collaborators
- compatible with Wordpress 6.8
- Task confirmation emails include ICS file to add to local calendar
- Task confirmation/edit emails include more details
- Task creation/edit logic improved
- Add task takes todays date as start and end for easy access
- tags can now be filtered with inclusion and exclusion per entry
- reset filters button added
- tags in filter can now be sorted by alphabet or colour (fixed for chrome browser)
- tags in client list and client profile now grouped by colour
- tooltip of invoice not everlapped by collapsed wordpress menu anymore
- initial sorting by date fixed in client list including the time stamp
- tags in filter can now be sorted by alphabet or colour
- date added in main client list now only shows the date, the time still shows when hovering over the date
- tags column has been made wider
- presets for whatsapp messages
- tasks can be completed from client profile without going to the details of the task
- links recognition in logs improved
- several phone numbers can be added divided by comma
- top menu bar added
- multiple tags can now be added, instead of adding them one by one
- tested with wordpress 6.7.2
- button to open contact in whatsapp added on client list and client profile with edit option
- tested with wordpress 6.2
- fixed issue on saving date when marking invoice as paid
- hovering over invoice/quote name in client profile shows now line items of invoice/quote
- hovering over invoice/quote name in invoice list of main menu shows now line items of invoice/quote
- bug-fixes
- links in logs are now clickable
- client email(s) are now shown on quotes and invoices
- invoices can be marked as paid now directly from the client profile, without the need to go into the edit menu of the invoice. Option only shown when invoice is in status quote or invoice.
- tasks can now be marked as complete from the dashboard widget by clicking the green checkmark
- invoices can be marked as paid now directly from the client profile, without the need to go into the edit menu of the invoice
- invoice and quotations list now shows properly the region on top
- invoice and quotations list now includes buttons to filter by accounting region if the user has "general" set in the profile or is an admin
- open task widget adjusts now better
- symbol has been added next to name in client list to open the client profile in a new table
- if no tags have been created in the menu, it now shows a link to help create some in the client profile
- improved mobile style on client profile
- tested wordpress 6.4.3
- accounting regions can now be edited by the admin through the menu
- a tag system has been implemented
- tags can be created through the stand-alone menu called "Tags" and applied to every client profile
- client list can be filtered by tags now
- open tasks dashboard widget now shows in two columns and can be filtered by due, started and all open tasks
- tested wordpress 6.4.3
- new design of open tasks widget on admin dashboard
- on task creating setting the start date now sets the end date at the same minimum
- task now adds to description who it was created by
- clientlist can now be exported for users with general access
- tested wordpress 6.4.3
- show more buttons in client profile now wider and with animation to not miss it
- my open tasks widget on the dashboard now showing start/end date and client name on button
- open task widget now shows tasks from oldest to newest
- tested wordpress 6.4.2
- Buttons added to filter by accounting region / country on clientlist if several are present for the users with general access
- tested wordpress 6.4.2
- mobile usability improved on taks and profile pages
- recent tasks now loads up to 3000 entries
- clientlist can now be sorted by action
- you can show now all entries in the client list
- tested wordpress 6.4.2
- mobile usability improved on all pages
- show more button in client profile made bigger and centered on overflowing content
- tested wordpress 6.4.2
- fixed error in action indication on client list
- error fix in user access of clients
- accounting region for clients has been improved. Regions currently have to be edited manually in table wp_eacraccountingregion (In every user that is an editor or shop-manager you can choose as admin by checkmark which regions to allow. Also always choose general in your own user first). ID 1 with regionname General should not be deleted.
- tested wordpress 6.4.2
- automatic redirect on editing client
- slashes properly escaped on client update and submit button now disable after adding / editing a client
- after adding a log you're being redirected now back to the client profile / clicking on submit now disables the button avoiding double submission / no slashes are added to special characters on logs anymore
- on client profile with more than eight entries in any section a "show more" button was implemented to not clutter up the first view of a client profile
- taks now save without added slashes and task submit button deactivates so no double submission is possible
- clients can now be filtered by status through a button above the list
- total of contacts is shown on the top right
- recent tasks are only 1000 now
- tasks are now searchable and sortable through datatables
- tasks can now be filtered by status through a button above the list
- slashes now properly escaped on quote/invoice items
- invoices can't be created anymore without items
- after saving a quote or invoice you're now redirected to its view to download it directly
- accounting region for clients has been added. Regions currently have to be edited manually in table wp_eacraccountingregion (In every user that is an editor or shop-manager you can choose as admin by checkmark which regions to allow)
- colour indicators have been added on the client list for suggested actions
- tested wordpress 6.2
- pdf generation for invoices improved
- dashboard widget includes formatting of task description now
- improved cron job performance
- tasks can now contain multimedia and html formatting, shown as well in overview list
- code preparations for extensions
- fixed cron jobs
- table design improved in lists
- captcha added to form
- tasks can now contain multimedia and html formatting
- fixed php8+ issues
- email reminder for due tasks added within 24hours before due time
- invoice layout improved
- Task notifications via email improved
- footer formatting adjusted in quotes and invoices
- quotes / invoices are now being converted to pdf and downloaded
- header and footer formatting fixed
- decimals in quote / invoice view fixed
- dashboard widget now available to all roles
- Added access to plugin for all roles with "edit_others_posts" capability
- Dashboard widget for open tasks added
- Total calculation of quotes and invoices now always has 2 decimals
- Task list improvement - If task belongs to a client, the task title is now clickable to get to client profile
- client source field problem solved on editing client, when value wasn't saved
- client profile improvements
- client list improvements
- problem fixed on saving Settings
- spanish translation added
- base version