A simple sales workspace for WordPress — unlimited where it matters.
Use the Free plugin to manage unlimited basic clients, products, and quotes inside WordPress with no license, no trial, and no artificial limits. Upgrade to Pro only when you need advanced quote actions, branded output, import/export tools, WooCommerce sync, and sales reporting helpers.
Example Company
Keep basic sales work simple.
Many small teams do not need a huge external CRM just to keep track of clients, products, and simple quotes. They need a clean workflow inside the WordPress dashboard they already use.
Free for the essentials. Pro for advanced workflows.
Sales Workspace keeps the essentials—clients, products, quotes, search, totals, and simple printing—inside WordPress. The Pro add-on expands the same workflow with licensed advanced actions, branded output, import/export tools, WooCommerce sync, and reporting helpers.
What each version really includes
The landing now separates Free essentials from Pro add-on features so your users know exactly what they are getting.
Unlimited basic clients
Create, edit, delete, list, and search basic clients with name/company, email, phone, and notes.
Unlimited basic products
Manage products with name, price, simple category, description, and active/inactive status.
Unlimited basic quotes
Create quotes with clients and products/items, edit quantities, review totals, save, list, search, and print simply.
Basic dashboard metrics
Free includes a basic dashboard so teams can see essential sales activity without extra setup.
Pro quote actions
Duplicate quotes, use advanced statuses like “Ready to close”, prepare WhatsApp messages, and open Gmail compose emails.
Pro WooCommerce & CSV tools
Sync products with WooCommerce, close approved quotes as WooCommerce orders, and import/export clients, products, and quotes.
Clear separation between Free and Pro
Free stays useful and unlimited for basic work. Pro adds licensed business tools without filling WordPress with extra menu clutter.
Free version: unlimited basic operations
- Unlimited basic clients: create, edit, delete, search, and store simple notes.
- Unlimited basic products with name, price, simple category, description, and active/inactive status.
- Unlimited basic quotes with client, products/items, quantities, totals, save, list, search, and simple view/print.
- Basic dashboard metrics for a quick view of daily sales activity.
- Runs inside WordPress with no license, no trial, and no artificial limits.
Pro version: licensed add-on
- Activates as a separate add-on for the Free plugin and validates the Pro license.
- Adds advanced actions inside the existing screens instead of cluttering the WordPress menu.
- Duplicate quotes, use advanced statuses, and close approved quotes as WooCommerce orders when WooCommerce is active.
- Includes professional branded output, WhatsApp messages, Gmail compose emails, and CSV/XLSX import/export tools.
- Adds Pro dashboard tools, conversion/tracking metrics, and the licensed sales team workspace.
Start free. Add Pro only when you need more.
Free covers unlimited basic clients, products, and quotes. Pro adds the advanced quote workflow, branding, import/export, WooCommerce, reporting, and sales team tools.
| Feature | FreeIncluded without a license | RecommendedProLicensed add-on |
|---|---|---|
| Clients | Unlimited basic clients: name/company, email, phone, and notes | CSV/XLSX import + CSV export |
| Products | Unlimited basic products: name, price, category, description, and status | CSV import/export + WooCommerce sync |
| Quotes | Unlimited basic quotes: client, items, quantities, totals, and simple view/print | Duplicate, advanced statuses, professional output, and WooCommerce order closing |
| Dashboard | Basic metrics | Pro tools, conversion rate, and follow-up metrics |
| Sharing | Simple browser view/print | WhatsApp messages + Gmail compose |
| License | No license, no trial, no artificial limits | Pro license validation and Free data compatibility |
| Sales team workspace | Not advertised as a Free feature | Licensed sales team screen |
Free
The complete base for managing simple clients, products, and quotes inside WordPress.
- Unlimited basic clients
- Unlimited basic products
- Unlimited basic quotes
- Basic dashboard metrics
- No license, trial, or artificial limits
Personal
The Pro add-on for one site, with advanced quote actions and commercial tools.
- 1 site license
- Advanced quote actions
- Professional branding
- CSV/XLSX import/export tools
- WooCommerce sync + Pro dashboard
Agency
The Pro license for agencies or developers working across several sites.
- 10 site licenses
- All Pro features
- WooCommerce sync
- CSV/XLSX import/export tools
- Priority support
Free does not artificially limit clients, products, or quotes. Pro adds real advanced workflow tools.
Need help choosing? Contact support.
Documentation
A simple guide that reflects the current Free and Pro scope without promising features that are not available yet.
1. Getting Started
Sales Workspace lets you manage basic clients, products, and quotes inside WordPress without depending on external services.
Basic setup steps
- Install and activate the Free plugin.
- Open Sales Workspace from the WordPress admin menu.
- Add your first clients and products.
- Create your first quote, review the totals, and use the simple view/print screen when needed.
The Free version requires no license, has no trial, and does not add artificial limits for clients, products, or quotes.
Built for practical WordPress sales workflows
Ready to keep your sales workflow inside WordPress?
Start with the Free plugin for unlimited basic records. Upgrade to Pro when you need advanced actions, branding, imports/exports, WooCommerce sync, reporting helpers, and sales team tools.