ERP Pro is the paid extension plan for ERP, a WordPress business management add-on for small to medium-sized businesses. ERP brings HR, CRM and accounting workflows into one dashboard on the business’s own server. The core modules can be enabled as needed, with premium extensions for additional workflows.

People, clients and finances

• HR: Manage employee profiles, attendance, leave, payroll and related staff information.
• CRM: Organize customer records and leads, track sales activity and review interactions.
• Accounting: Manage invoices, bills, expenses, reports and business transactions.
• Recruitment: Post jobs, accept applications and manage hiring from WordPress.
• WooCommerce: Connect store customers, orders and inventory with CRM and accounting workflows.

Extensions for specific workflows

ERP Pro includes nine premium extensions in one plan. Choose the ones that fit the work your team needs to manage.

• Advanced Leave Management: Define leave types and policies, set rules and track employee balances.
• ERP HR Frontend: Let employees clock in or out, apply for leave and view profiles from the site’s front end. The frontend extension covers HR; CRM and accounting do not have frontend access.
• Awesome Support Sync: View support tickets in a contact’s CRM profile.
• Gravity Forms Sync: Turn form submissions into CRM contacts.
• Help Scout Integration: Sync contacts and view communication history across Help Scout and ERP CRM.
• Mailchimp Contacts Sync: Import subscribers into CRM, update lists and send CRM contacts to Mailchimp for campaigns.
• Salesforce Contacts Sync: Bring Salesforce contact lists into ERP.
• Hubspot Contacts Sync: Import Hubspot contacts into CRM.
• Zendesk Integration: Bring ticket submitters into CRM, where they can be managed as leads or customers.

WooCommerce CRM brings customer activity, order history and interactions into the CRM view. WooCommerce accounting supports store-related financial workflows, including customer, order and inventory information.

Plan access and setup

Pricing is visitor-based, and the plan can be upgraded or downgraded as requirements change. ERP Pro includes priority support. The Android and iOS mobile app is included in a specific ERP Pro tier.

Install and activate ERP in WordPress, then open its dashboard to configure HR, CRM and accounting. Add employee records, set leave policies, organize leads and customers, and connect WooCommerce when store data is part of the workflow. Enable the extensions that fit your needs rather than starting with every workflow.

Reports and transactions can be filtered by date. ERP supports emailing PDF copies of invoices, bills and transactions, while reports and transactions can be printed.