WP ERP: The All-in-One Business Management Solution

Managing a business takes a lot of work. You have to look after your team, talk to customers, keep an eye on your finances, and make sure everything runs smoothly. Doing all this with different tools can be messy and time-consuming.

If you’re using WordPress, there’s a simple plugin you can use to manage everything from one place. It’s WP ERP that helps you handle your business right from your WordPress dashboard. From HR and accounting to customer management, it puts all the important tools in one system.

In this post, we’ll explore what WP ERP is, what it can do, and who it’s made for. We’ll look at its features, compare it with similar tools, and share reviews from people who’ve used it.

So, if you run a small business or a growing agency, this post will help you decide if WP ERP is right for you. Get started!

What Is WP ERP? An Overview

WP ERP is a business management plugin made for WordPress. It brings core tools like HR, CRM, and Accounting into your website dashboard. This means you can manage people, finances, and customer data without switching between different platforms or logging into multiple tools.

The plugin is built in a modular way. You can activate only the features you need, such as employee management, customer tracking, or financial records. This makes it flexible for different business types and sizes. It’s designed to be user-friendly, even for those without technical skills.

Everything happens inside the familiar WordPress environment, so there’s no complex learning curve. You get more control, better organization, and fewer tools to manage in one clean, simple system.

This flexibility is particularly attractive for small and medium enterprises (SMEs) looking for cost-effective solutions without the need for extensive IT infrastructure.

Core Modules and Features of WP ERP

WP ERP is built around three powerful core modules. They are HR Management, CRM, and Accounting. Each comes with features designed to simplify and centralize your business processes.

Each module comes with many helpful extensions. You can purchase as many extensions as you like based on your preferences. This way, you’ll only spend as much as you need – a budget-friendly solution.

These modules work directly from your WordPress dashboard. Let’s take a closer look at each one.

Module 01: HR Management

The HR module in WP ERP helps you handle all your people-related tasks in one place. It’s designed to reduce manual work, make processes smoother, and keep your entire team connected. Check the extensions of the module below.

• Employee Profiles: Create complete employee profiles with personal details, job roles, department info, joining dates, and performance notes. It helps HR managers quick view the status and work history of each team member.

• Advanced Leave Management: Set up different leave types, create custom policies, and allow multi-step approvals. Employees can apply for leave, while HR can track how many leaves particular employees have taken. Also, you can mark the upcoming holidays on the calendar so that everyone can be informed about the upcoming days off in advance.

• Attendance Management: Automatically record employee attendance based on login data or manual check-ins. You can see who is present, late, or absent on any given day. This can help you maintain discipline and team transparency.

• Recruitment: Easy to post job openings on your site, accept applications, and manage candidate progress through custom hiring pipelines. You can also assign hiring tasks to team members and track everything from one dashboard.

• Payroll: Automate monthly salary calculations, including taxes, bonuses, and deductions. The system supports payslip generation and allows batch processing. This saves time and reduces errors in salary disbursement.

• Reimbursement: Let your team submit claims for travel, food, or business-related expenses. Admins can review, approve, or reject requests from the dashboard, keeping finances clean and well-documented.

• Training Management: Schedule employee training sessions, track who has attended, and measure the outcome of learning programs. This creates a scope for skill development and employee engagement.

• Workflow Automation: Build simple automation rules for HR tasks like sending welcome emails to new employees or notifying managers about probation deadlines. It saves time and reduces the risk of missing key actions.

• Custom Field Builder: Add custom fields to employee profiles to store extra data such as ID numbers, emergency contacts, or certifications – whatever matters most to your business.

• HR Frontend Interface: Employees and HR managers can interact with the HR system from the frontend of your website. It offers a more user-friendly experience without needing to access the backend.

• Document Manager: Store and organize all important employee documents, like contracts, offer letters, ID cards, or certificates. You can also assign access permissions to ensure privacy.

• Asset Manager: Track company-owned assets like laptops, mobile phones, or uniforms. This makes it easy to know what has been assigned to whom and when it should be returned.

• SMS Notifications: Send quick text updates to employees for urgent alerts, policy changes, or event reminders. It’s a great way to improve internal communication, especially for remote teams.

Module 02: CRM (Customer Relationship Management)

The CRM module in WP ERP helps businesses build strong relationships with their customers. It organizes customer information and makes it easier to manage leads, sales, and communication. Check its extensions below.

• Zendesk Integration: You can connect your Zendesk support tickets with WP ERP CRM. This lets you respond to clients faster by having support conversations and customer details all in one place.

• Help Scout Integration: Sync contacts between Help Scout and your CRM. With two-way syncing, you can view CRM contact details inside Help Scout, improving customer support and communication.

• Awesome Support Sync: If you use Awesome Support for customer help, this integration brings all your support data into WP ERP CRM. It helps you keep a full view of customer interactions and history.

• WooCommerce Integration: Combine your online store data with CRM and accounting. This integration helps you manage customers and their orders easily, making it perfect for eCommerce businesses.

• Deals Management: Manage your sales pipeline with an easy-to-use deals tool. Track leads through different stages, assign tasks to sales agents, and close deals faster with an organized workflow.

• Workflow Automation: Automate routine CRM tasks like sending welcome emails, creating contacts, or updating lead statuses. Workflows help save time and reduce human error in customer management.

• Custom Field Builder: Add extra fields to contacts, companies, or deals to capture more detailed information. This customization makes the CRM fit perfectly with your unique business needs.

• Salesforce Contacts Sync: Import your Salesforce contacts into WP ERP CRM easily. This is great for businesses looking to switch to WP ERP without losing important customer data.

• Mailchimp Contacts Sync: Keep your email subscribers synced between Mailchimp and WP ERP. This helps you engage customers with newsletters and email marketing campaigns directly from your CRM.

• HubSpot Contacts Sync: Sync your HubSpot contacts with WP ERP for a seamless experience. Use HubSpot’s powerful marketing data right inside your own CRM dashboard.

• Document Manager: Store, organize, and share important office documents with your team. This feature keeps all CRM-related files in one place for easy access.

• Gravity Forms Sync: Automatically import leads and contacts from Gravity Forms submissions. This keeps your CRM updated with fresh data from your website forms.

• SMS Notifications: Send text messages directly to your customers and contacts. Whether it’s reminders, alerts, or promotions, SMS keeps communication fast and personal.

Module 03: Accounting

Managing business finances is undoubtedly a critical task. WP ERP’s Accounting module makes it easier by bringing all your financial tasks into one place. From tracking expenses to generating reports and managing invoices, this module helps you stay organized and financially healthy.

Explore extensions of the accounting module below.

• Payment Gateway: Accept online payments through popular gateways (PayPal and Stripe). This helps you get paid faster by offering convenient payment options for your customers.

• Payroll: It allows you to automate your salary process, including tax deductions and employee payments. This reduces errors and saves time during each pay cycle.

• WooCommerce Integration: Connect your store with the accounting module to sync order details, manage customer payments, and track store-related expenses automatically.

• Workflow Automation: Set up automatic actions for repetitive tasks, like creating a transaction when an invoice is paid. This boosts efficiency and reduces manual errors.

• Reimbursement: Manage employee expense claims easily. Employees can submit reimbursement requests, and admins can review, approve, and record them in the books.

Note: As you can see, there are some extensions that are available across multiple modules.

Types of Businesses That Can Benefit the Most from WP ERP

Hope you are now familiar with the features, modules, and extensions of the WP ERP as covered above. Now, you might be wondering what types of businesses can benefit from this plugin. Below, I have pointed them out. Check if your business falls into any of these categories.

Small and Medium Enterprises (SMEs)

For small and medium enterprises with limited resources, WP ERP offers an all-in-one solution. Instead of buying separate tools for HR, CRM, and accounting, they can manage everything from a single dashboard.

This can save them both time and money. Because WP ERP is so easy to manage, they don’t have to hire an ERP manager.

Digital Agencies

Creative and marketing agencies can use WP ERP to manage client contacts, track projects, assign tasks, and handle billing. The integration of HR and accounting features helps them run a smooth back office without extra software.

Note: If you are worried about managing multiple projects at the same time and failing to meet the deadlines, you can use the WP Project Manager plugin to simplify your project management.

eCommerce Businesses

No matter if you are managing a single vendor online store or a multivendor marketplace on WordPress, you can use the CRM module of the WP ERP plugin to handle customer interactions and track leads.

When connected with WooCommerce, the accounting module helps manage transactions, track payments, and handle tax reports effortlessly.

Service-Based Companies

Consultants, designers, and IT support companies can use WP ERP to keep track of clients, schedule meetings, manage projects, and generate invoices. Isn’t it great? Here again, you can use the CRM module of the plugin to manage clients.

Besides, in the case of multiple project management simultaneously, you can use the WP Project Manager plugin.

Non-Profit Organizations

Non-profits have to maintain relationships with numerous parties to manage donations and keep track of the donation records to perfectly submit reports to the respective government authority. Without a good system at hand, it’s really difficult to manage everything very accurately when, daily, you have to deal with lots of parties.

The CRM module of the WP ERP plugin can help simplify everything mentioned above. Plus, by using the HR module, you can properly utilize the team members working under your supervision.

Startups

Startups often need to grow quickly while staying lean. They have to be economical with each dollar spent right from the beginning. As we already said, WP ERP allows you to purchase each module and its extensions separately.

So, you can purchase only the extensions you actually need. WP ERP doesn’t force you to buy tools you won’t use. As your business grows, you can add new extensions. It’s a scalable solution without requiring heavy investment.

Apart from these, there are many other types of businesses where WP ERP can work as an ideal tool.

How WP ERP Compares to Competitors

In this section, I will compare WP ERP with some of the most popular ERP solutions, namely, Zoho CRM, HubSpot CRM, and Salesforce Sales Cloud. This can help you understand what makes WP ERP stand out from the rest. Take a look at the comparison below.

User Reviews and Ratings about WP ERP

When choosing software, exploring honest feedback and ratings from users can help you make the right decisions. I have analyzed ratings and reviews about the WP ERP plugin from WordPress.org, TrustPilot, G2, and Capterra, along with feedback from social media.

Here’s what we found.

• WordPress.org – 4.4 out of 5 stars
• Trustpilot – 4.7 out of 5 stars
• G2 – 4.7 out of 5 stars

All these ratings and reviews on respective sites indicate that WP ERP has a considerable acceptance in the community, with many satisfied users. So, you can also try this plugin for your business management.

It’s better to try with the free version. If you are satisfied with its performance, user interface, and other issues, you may think of upgrading to the pro version anytime.

Pricing of WP ERP

Hope you already know that WP ERP has a free version available. It’s better to talk about its premium pricing in this section.

As we already said, you can purchase each module and extension of this plugin separately based on your needs. So, let’s break down its pricing –

The Core plugin

• WP ERP Pro – $9.99/month ($119.88/year)

Note: This is the basic price of the plugin. Without this, no module or extension will work. Once you purchase the core plugin, nine premium extensions will be unlocked and come with the core plugin.

Per User Cost

• Per user – $3/month ($36/year)

Note: You’ll need to pay this fee for as many users as you manage with this plugin. For example, if you want to manage ten people, the total user cost will be $30/month ($360/year)

HRM Module

• Entire HRM Module – $54.9/month ($658.8/year)

There are a total of 10 extensions in the HRM Module, each with its own separate pricing. You can purchase these extensions individually if you wish. However, the total cost for the entire module (including all extensions) is $54.9/month ($658.8/year).

CRM Module

• Entire CRM Module – $35.44/month ($425.28/year)

There are a total of 6 extensions in the CRM Module. The total cost for the entire module (including all extensions) is $35.44/month ($425.28/year).

Accounting Module

• Entire Accounting Module – $44.93/month ($539.16/year)

There are a total of 6 extensions in the Accounting Module. The total cost for the entire module (including all extensions) is $44.93/month ($539.16/year).

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So, if you want to manage ten people with the plugin, it will cost you $479.88/year to $1444.2/year, based on the number of modules and extensions you want to use.

Note: The pricing shown here is the regular display price without any discounts. Throughout the year, during various seasonal campaigns, they often offer significant discounts.

Even during off-season periods, if you’re looking for a discount, feel free to contact me personally. I can manage a good percentage of discount for you by discussing with the plunging seller.

Conclusion

Having an ERP system is mandatory in today’s fast-moving business world. Not only can it help you run businesses smoothly but also improve decision-making and support growth. But the most well-known ERP systems are so expensive that small and medium enterprises can’t afford them.

Those who are suffering from this issue, WP ERP undoubtedly could be a great solution. I have tried my best to give a simple overview of this plugin in this article. In my upcoming articles, I will continue writing more about the plugin and other ERP solutions so you can choose the right one for your business.

If you have any questions in your mind, let me know through the comment box below. I will be happy to answer and help you out.