WP ERP

Business Profile

Core Value Proposition

WP ERP provides an all-in-one business management platform within WordPress, combining HRM, CRM, Accounting, and optional extensions (including Project Management) to streamline operations from a single dashboard.

Target Customer

Small to medium-sized businesses using WordPress who want to manage HR, customer relationships, accounting, and projects in one integrated system.

Key Differentiator

Free core modules (HRM, CRM, Accounting) within WordPress, a modular extension ecosystem (20+ extensions), optional Project Management integration, and a “Try before you buy” approach with 24x7 support and a refund policy.

Implementation Timeline

{"implementation":"Core modules can be used immediately after installation; setup described as taking a few moments with the built-in guide.","proof_of_value":"Free core modules and documented features available from the outset; premium extensions add more capabilities as needed."}

Pain Points

1Managing HR, CRM, and Accounting with multiple disparate tools (fragmented workflows).
2Accounting difficulty for non-accountants (explicitly marketed as easy for non-experts).
3Need for integration with e-commerce and support/marketing tools (WooCommerce, Zendesk/Help Scout, Salesforce, Gravity Forms, etc.).

Key Features

1Core HRM features: detailed employee profiles, attendance and leave management, payroll-related capabilities, recruitment/training extensions, and HR reporting.
2CRM features: contact management with life-cycle stages, filtering/segmentation, email, meetings, tasks, activity logs, and workflow automation; WooCommerce data sync; integrations with support tools and other contact-management tools.
3Accounting features: real-time dashboard, invoicing, payments, multiple bank accounts, financial reports (ledger, trial balance, income statement, balance sheet), automatic sales tax calculations, PayPal/Stripe integration.
4Project Management integration: calendar/project overview, milestones, drag-and-drop date adjustments, per-project user roles and access permissions, full synchronization with WP ERP.
5Extensions marketplace: 20+ extensions (e.g., WooCommerce integration, Payroll, Workflow, Inventory, Custom Field Builder, Advanced Leave Management, HR Frontend, Recruitment).
6Free core modules: core plugin and HR, CRM, and Accounting modules are free to use; currency support (44+ currencies) and basic features available without payment.

Target Customer Industries

Decision Makers

1Owner
2Community Organiser
3E-entrepreneur

Client Results

1Centralized management of HR, CRM, and Accounting within a single WordPress interface.
2Real-time financial visibility with live dashboards and up-to-date reports.
3Ability to generate invoices and manage payments to customers and vendors; integrated tax handling.
4Seamless data synchronization with WooCommerce and other external tools for improved sales and customer insights.
5Project management capabilities integrated with ERP controls for better collaboration and resource management.

Competitive Advantages

1Free core modules (HRM, CRM, Accounting) reduce upfront investment.
2WordPress-native: runs inside a WordPress environment, leveraging familiar dashboards.
3Modular architecture with 20+ extensions, enabling users to pay only for what they need.
4Strong integration options (WooCommerce, Zendesk/Help Scout, Salesforce, Gravity Forms, etc.).
5All-in-one solution combining HRM, CRM, Accounting, and optional Project Management.
6Support and documentation provided; refund policy mentioned for premium plans.

Case Studies & Success Stories

Jason Barbour – USACarshopper & Advertise It, LLC (Owner)

Case #1

Uses WP ERP and WP Project Manager for himself and clients; notes the plugins and add-ons are well thought out and impressive, with smooth implementation into his workflow.

Shubham Rajdhar – TasteOfAndroid (Owner)

Case #2

Uses WP ERP and WP Project Manager; highlights strong capabilities and ease of integration into client workflows.

Richard Brown – Community Organiser

Case #3

Praises the support experience as highly effective and responsive; emphasizes solving problems promptly.

Fazle Rabbi – E-entrepreneur

Case #4

Feels WP ERP offers a SaaS-like experience with flexible module usage and strong feature set.

Additional Product Information

Product Description

An all-in-one WordPress-based ERP solution offering HR Management (HRM), Customer Relationship Management (CRM), and Accounting, with an integrated Project Management module and a marketplace of 20+ extensions for additional functionality.

Technical Requirements

{"Runs as a WordPress plugin within a WordPress dashboard.","Integrates with WooCommerce for customer data and sales insights.","Supports multiple currencies (44+ currencies in free features).","Documentation and support available for setup and usage."}

Pricing Model

{"core_modules":"Free to use (HRM, CRM, and Accounting).","extensions":"Premium extensions available; pricing not specified in the provided content.","refund_policy":"14 days refund policy mentioned for WP ERP Pro.","trial":"Try before you buy with access to core functionality and extensions as needed."}

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