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WordPress Business Plugin Guide

Chances are if you run a WordPress based agency, you like to stay on top of all the plugins available to you. WordPress, as you well know, has thousands of plugins for many different purposes. This post is a WordPress business plugin guide to show you all of the tools that can be used with WordPress.

WordPress Business Plugin Guide

If you are using WordPress to build client sites, or if your business builds themes or plugins for WordPress, you should walk the walk and use WordPress in your own business. Here is our WordPress Business Plugin Guide with some great plugins for you to try.

E-Sign Documents: ApproveMe

ApproveMe is a WordPress plugin that lets you create legally binding contracts from your WordPress website.

Your business can create and store an unlimited number of documents, contracts, proposals, or estimates all on your own website. Easily allow your signers to download the signed document as a PDF for their records.

ApproveMe also has a free Gravity Forms add-on that lets you accept legally binding signatures. While Gravity Forms does have a signature add-on, theirs does not adhere to UETA and ESIGN guidelines.

Why is ApproveMe better than other third-party services?

ApproveMe keeps all of the documents on your website. Just like WordPress, you own all of your content including signed documents and can do with them as you please. When relying on a third party service, you must abide by their terms and conditions or risk losing access to valuable documents. ApproveMe is also a much more affordable solution, with affordable options for unlimited users.

Appointment Booking: BirchPress

If your WordPress business books appointments, then look no further than BirchPress Scheduler.

Some features of BirchPress include:

  • Customizable booking form
  • Accept payments online (through PayPal, or integrate with WooCommerce)
  • Sync with the calendars you already use (Google, iCal, iPhone, Android, Outlook)
  • Get email notifications and reminders sent automatically

Customer Relationship Management: WP-CRM System

WP-CRM System is a powerful CRM that works within your existing WordPress website. The free plugin gives you the ability to manage all of your contacts, projects, tasks, opportunities, and campaigns. The plugin has built in reports and is developer friendly so that you can add additional reports that make sense for your business.

The plugin is run on the freemium model, where there are about 20 paid add-ons. These add-ons provide your business a way to integrate with third-party services like Slack, and MailChimp. They also integrate with WordPress plugins like Gravity Forms, WooCommerce, and Easy Digital Downloads.

Time Tracking: WP Time Tracker

If your WordPress business charges by the hour, or even if you just want to keep track of the time spent on a project, WP Time Tracker is perfect.

Many time tracking apps and websites are bloated with unnecessary features. WP Time Tracker cuts through the bloat to provide just the tools your business needs. Plus, unlike other online time tracking services, there is no monthly fee.

Customer Support: WPHelpDesk

There are a number of third-party services like Help Scout and Zendesk that provide a good customer support interface. If you want to keep your support inside WordPress though, check out WPHelpDesk.

Your customer support interface will all take place on your website. This means you own all of the support tickets and aren’t bound by expensive subscription fees. Plus you won’t need to pay for per user prices like many of the third-party services charge.

The help desk is customizable with custom fields that are available to only support agents, or to anyone if needed. This can help organize your tickets, and flag them for follow-up.

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