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.
- Company: weDevs
- Website: https://wperp.com/
- Founded in 2008
- Country of origin: Bangladesh
WP ERP Key Modules
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.
- 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.
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.
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
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.
- 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.
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
- Recruitment management
- Payroll management
- Department management
- Designation management
- Leave policies
- Automate emails
- Calendar management
- Attendance tracking
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.
- 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.
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
- Tax rates
- Create and pay bills
- 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
- 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
- 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
- Awesome Support
- Gravity Forms
WP ERP Specifications
Free Trial – Yes
Free Version – Yes
- 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.
- 24/7 (live rep)
WP ERP Alternatives
- Netsuite ERP
- Sage Business Cloud
- Epicor ERP
- Method CRM
- Claritysoft CRM
- Really Simple Systems CRM
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