Business Manager – Manage Employees, Projects & Client data

Business Manager is a free HR & business plugin that centralizes all of your employee, document, project, & client data.

Author:Business Manager (profile at wordpress.org)
WordPress version required:5.0
WordPress version tested:6.4.3
Plugin version:1.5.9
Added to WordPress repository:30-11-2017
Last updated:06-02-2024
Rating, %:94
Rated by:13
Plugin URI:
Total downloads:36 781
Active installs:900+
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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:


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