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 accessible, and conveniently placed on your own WordPress website.
Projectopia WP Project Management Plugin General Features
- Workflow control
- Powerful settings panel
- Role-based team members permission system
- Multiple date formats
- Sales Tax feature (Including Secondary Tax)
- Existing user to Projectopia Client Conversion Tool
- Fully Translatable (PHP gettext functions & PO/MO files)
- Currency Symbol and Position Settings
- Existing user to Projectopia Team Member Conversion Tool
Projectopia Client Dashboard Features
- Responsive front-end dashboard
- Choose Projectopia Theme or your active theme
- Clients can update their details and photo from the dashboard
- Clients can add their team members as additional logins
- Clients can update their details and photo from the dashboard
- Brandable Login page
- AJAX enabled actions
- Custom AJAX password reset
- Works with any properly coded theme
- Downloadable PDF Invoices
- 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
Projectopia Clients
- Add clients and contact details
- Client account password reset
- Client notes
- Custom Fields in Client Admin
- Set Invoice terms per client
- Sales tax exclusion per client
- Currency Override Per Client
- File uploads in Client Account
- Custom Dashboard Alerts
- Recurring invoices
- Client Notification Preferences
- Client Access Activity Logs
- Additional client contacts (to create extra logins for the client)
Projectopia Quotes & Estimates
- Raise Quotes / Estimates for registered Clients
- Quote Request Forms (Logged in or anonymous)
- Milestone & Task Templates
- Terms & Conditions Templates
- Choose deposit percentage
- Re-order Milestones / Tasks
- Subtasks
- Auto-generate projects from accepted quotes
- Currency Override per Quote
- Clients can accept/sign quotes from their dashboard (with name, date and IP address recorded)
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