Freelancer or agency, this WordPress plugin will help you to run your business efficiently and effectively, providing all of the tools that you need to communicate with your clients and your team. Keep all your information in one place, easily accessbile and conveniently placed on your own WordPress website.
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Projectopia WordPress Plugin Features
- Workflow control
- Powerful settings panel
- Role based team members permission system
- Multiple date formats
- Sales Tax feature
- Fully Translatable
- Currency Symbol and Position Settings
- Existing user to CQPIM Client Conversion Tool
- Existing user to CQPIM Team Member Conversion Tool
- Responsive front-end dashboard
- Brandable Login page
- AJAX enabled actions
- Custom AJAX password reset
- Choose Projectopia Theme or your active theme
- Works with any properly coded theme
- Clients can update their details and photo from the dashboard
- Clients can add their team members as additional logins
- Dashboard alerts for quotes, projects, invoices and support tickets
- Ability to view all quotes, invoices, projects, tasks and support tickets
- Detailed project information including timeline, updates, financials, milestones/tasks and files
- AJAX file uploads in Support Tickets and Tasks
- Ability to pay invoices via Stripe & Paypal
- Custom Client Dashboard Alerts
- Downloadable PDF Invoices
- Add clients and contact details
- Client account password reset
- Client notes
- Additional client contacts
- Set Invoice terms per client
- Set default support ticket assignment per client
- Sales tax exclusion per client
- Recurring invoices
- Client Notification Preferences
- Currency Override Per Client
- File uploads in Client Account
- Client Access Activity Logs
- Custom Dashboard Alerts
- Custom Fields in Client Admin
- Raise Quotes / Estimates for registered Clients
- Quote Request Forms
- Milestone & Task Templates
- Terms & Conditions Templates
- Clients can accept/sign quotes from their dashboard
- Auto-generate projects from accepted quotes
- Choose deposit percentage
- Re-order Milestones / Tasks
- Subtasks
- Currency Override per Quote
- Projects can be assigned to a client or be internal
- Contract signing feature
- Ability to add team members to give them access
- Milestone & Task templates – Add Multiple to projects
- Re-order Milestones / Tasks
- Financials table showing milestones, costs and money received
- Personal project notes
- Project files table
- Send general project messages
- Project updates timeline
- Multiple invoice options
- Task management
- Task Progress bars
- Subtasks
- Bulk Change Task Assignees Per Milestone
- Personal or project tasks
- Start dates and Deadlines
- jQuery timers or manually add time
- Task Status and Priority
- Task file uploads
- Task watchers
- Task Messaging
- Email Piping
- Task list in Team Dashboard
- Subtasks
- Ability to Assign Tasks to Clients
- Attach File Uploads to Notification Emails
- Invoices can be generated automatically from projects
- Sales Tax & Secondary Sales Tax available
- Stripe and Paypal payments
- Partial Invoice Payments
- Manual payment entry with notation and payment date
- Assign invoices to projects, or Ad-Hoc
- Recurring Invoices
- Printable Invoice view
- Send Invoice and Reminders in single click
- Attach PDF Invoice to emails
- Settings for when reminders are to be sent
- Currency Override per Invoice
- Income Graphs on Admin Dash
- Invoice Payment Notifications
- Downloadable PDF Invoices
- Invoice Number Prefixes
- Multiple Invoice Designs
- Custom Invoice Fields
- Add your team members and assign roles
- Full suite of role based permissions
- Team members can only see assigned projects and their own tasks
- Tailored Admin dashboard showing outstanding assigned projects, tasks, tickets etc
- Calendar
- Task lists
- jQuery task timers
- Team Member Profiles / Password Reset / Avatar Settings
- Admin & Client can raise support tickets
- Auto-assign tickets to team member per client
- Email Piping updates
- Ajax file upload in Client Dashboard
- Ticket Assignee
- Ticket Status and Priority
- Ticket watchers
- Custom Fields in Support Tickets
- Milestones, Tasks and Invoicing
- “Seen” updates on ticket responses
- Support Opening Hours Feature
