WP ERP

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Read this WP ERP review to learn more about its core features, pricing plans, integrations, pros & cons, and more.

Find out if this tool has all the features you need to run your business.


What is WP ERP?

WP ERP is a web-based ERP solution that is primarily designed for websites powered by WordPress. 

The ERP includes a bunch of key modules such as CRM, Accounting, Project Management, and HR that provide the right tools and features to streamline core processes in every business department. 

Besides, the vendor also offers a wide range of premium extensions that ensure all modules go above and beyond to fulfill your business requirements. 

All in all, the tool primarily aims to simplify your business workflows and improve the overall efficiency of your business.


Vendor Details


WP ERP Key Modules 

CRM

This module will help you organize your customer relationship management. You can easily identify and follow up with new leads, clients, and subscribers. The WordPress CRM has a free and a paid version. 

Features:

  • User management

Give priority to every user by using life stages and bifurcating your service. Connect with your customers based on the urgency and importance to boost efficiency. 

  • Notes

Never miss a beat about what is happening by simply noting down vital information. You can add comments, messages, reminders, and notes to a user profile. 

These notes act like alarms and can be used as a bookmark to track the progress being made. 

  • Email communication

You can use the integrated mailing solution to send and receive emails to your clients. Users do not have to switch between applications and screens and go back and forth to connect with their clients. 

  • Personalized communication

Users can personalize the way they communicate with their customers. Right from creating a new contact to communicating with them, each and every stage can be personalized to provide a seamless experience. 

  • Reports

Generate personalized or pre-made CRM reports to get a comprehensive view of all your customers, activity, and growth. You can use filters to find the exact data you are looking for within seconds. 

CRM Features Overview

  • Business clients management
  • Saved searches
  • Contact filtering
  • Task assignment
  • Meeting management
  • Activity logs
  • Contact groups

HR

The WordPress HR plug-in allows you to empower your employees and improve people management. 

With this module, you can view employee profiles, performance logs, promotions, increments, and important employee information.

Features:

  • Employee management

The employee management feature enables you to collect and store the personal details of every employee. Besides, you can also save assessment reports, increments, complaints, and other tiny details related to each employee. 

  • Document management

Although you can collect and store as much information you want in employee profiles, you can also add documents using a plugin. 

This feature minimizes manual paperwork and allows you to store employee and office documents systematically. 

  • Dashboard

The incredibly well-designed dashboard provides a detailed view of key information your employees would want to know. 

Employees can check out the latest announcements, a list of holidays and events, payslips, birthdays, and more. 

  • Employee performance

You can gather feedback from department managers or team leads about every employee in their team and note down the key takeaways from your discussions. In addition, users can also link this information to an employee’s profile to help you make informed decisions. 

  • Leave management

Leave management enables you to keep track of leave requests, the leave balance of each employee, and more. This saves the HR department considerable time and effort. 

HR Features Overview

  • Notes
  • Recruitment management
  • Payroll management
  • Department management
  • Designation management
  • Leave policies
  • Automate emails
  • Templates
  • Reporting
  • Calendar management
  • Attendance tracking

Accounting

Thanks to the user-friendly, interactive, and intuitive interface, even non-accountants can use this tool without any difficulties. Users can generate ledger reports, create balance sheets, and work with income statements without advanced knowledge of debit and credit. 

Features:

  • Sales transactions

The platform provides great flexibility to calculate and store important sales data. Get a thorough understanding of accounts payable, receivables, over-dues, and more with great diagrams. 

  • Invoicing

You can create invoices that automatically adjust with a client’s accounts. Users can make or receive payments in just a matter of seconds. 

  • Transactions tracking

Each and every transaction you make can be easily tracked using the tool’s transaction tracking capabilities. Tracking expenses has never been easier. 

Right from tracking purchase transactions, creating purchase orders, billing, and reimbursements, the transaction tracking system comes to your aid. 

Accounting Features Overview

  • Estimates
  • Tax rates
  • Create and pay bills
  • Journals
  • Add customers and vendors

WP ERP Pricing

The pricing is based on the number of extensions you add to the basic plan. The price of every extension varies. 

The basic WP ERP Pro version is available for $9.99 per month/user. 


WP ERP Pros and Cons


PROS:
  • Since the solution is etched to the backend of a website, no extra logins are required
  • Users need to only pay for extensions they want to use
  • World-class support
  • The vendor provides 20+ extensions and a project management module that addresses the major bottlenecks within business processes
  • Includes all the key features you are looking for to streamline HR, accounting, and customer relationship management

CONS:
  • The quality of tutorials is not up to the mark
  • System setup is time-consuming
  • Steep learning curve
  • WP ERP YouTube video instructions are not easy to understand


WP ERP Integrations


WP ERP Specifications

Free Trial – Yes

Free Version – Yes

Deployment

  • Cloud-hosted

Devices supported

  • Web-based

Training

  • In-person
  • Documentation
  • Videos

Typical customers

  • Small businesses
  • Medium businesses
  • Large businesses

WP ERP pricing plan

The basic WP ERP Pro version is available for $9.99 per month/user. You can add more extensions and pay accordingly.

Languages supported

  • English

Support

  • 24/7 (live rep)
  • Chat

WP ERP Alternatives

Did you like reading this WP ERP review? Leave your comments below and tell us about which is your favorite extension. 


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Freelancers
Medium Business
Support
Online
Business Hours
24/7 (Live Rep)
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Integration
Design
9
Usability
8.5
Support
8.5
Price
9
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