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Client Area

The Client Area extension allows you to create a portal on your site where your clients can login and view the status of the projects, tasks, campaigns, and invoices* you are working on for them.

Client Area works by providing you with several shortcodes that can be added to a page anywhere on your site. When a user is logged in it will show them all of the records they are assigned to that you choose to show.

We have added a new text area to your projects, tasks, and campaigns that will allow you to add client specific notes, files, images, or whatever you can dream up. This allows you to get faster feedback from clients and close projects sooner.

If you take payments from clients but don't want to create an invoice for every payment, Client Area also has a new payment feature that allows you to collect payments by credit card (via Stripe). Payments can be a recurring subscription (great for monthly maintenance or retainer services), or one-off payments.

Requirements:

  • Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
  • WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).
  • *Requires WP-CRM System Invoicing extension for invoices to be displayed in the client area.

Client Area

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