ERP Pro

ERP Pro is the paid extension plan for ERP, a business management add-on for WordPress aimed at small and medium-sized businesses. ERP’s free core brings HR, CRM and accounting into one dashboard on the business’s own server. Pro includes nine premium extensions in a single plan, so teams can select the processes they need.

Manage people, customers and finances

• HR: Keep employee profiles and manage attendance, leave, payroll and staff information.
• CRM: Organize contacts and leads, track sales activity and review customer interactions.
• Accounting: Work with invoices, bills, expenses, payments, reports and transactions. Filter reports and transactions by date, and use PDF, email and print support for invoices, bills, transactions and reports.
• Recruitment: Post jobs, accept applications and manage hiring in WordPress.

Choose the right access for each process

Administrators can manage ERP through the WordPress dashboard. With ERP HR Frontend, employees can use selected HR tasks on the website’s front end, including clocking in or out and applying for leave. This gives staff a way to handle those tasks without working in the administration area.

Advanced Leave Management lets administrators set leave types such as sick, casual and earned leave, define rules and policies, and track employee balances. Teams can configure these policies alongside employee records as they set up HR.

Connect shop activity with customer and finance records

WooCommerce CRM brings customer activity, order history and interactions into the CRM view. WooCommerce Accounting connects store-related customer, order and inventory information with accounting workflows. These extensions help teams work with store activity in the relevant module instead of treating it as separate from customer or financial records.

Other plan details

ERP Pro uses user-based pricing, and the plan can be upgraded or downgraded as usage changes. Priority support is included. The Android and iOS mobile app is included in a specific ERP Pro tier.

Set up the workflows

Start by configuring the company’s HR, CRM and accounting areas. Add employee records and leave policies, organize customer and lead information, then connect WooCommerce if store data belongs in CRM or accounting. Enable the extensions that fit the work at hand. ERP’s reports and transactions can be filtered by date; invoices, bills, transactions and reports support PDF, email and printing.

Check the setup in the dashboard

After installing and activating ERP from the WordPress Plugins area, open its dashboard to configure the core modules and select the needed premium extensions. Review the available documentation while organizing HR, CRM, accounting and WooCommerce workflows.