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Karks CRM

Karks CRM is an internal customer relationship and invoicing tool for managing multiple companies from a single WordPress install. It tracks customers (including "Jobs" nested under a parent customer), billable services, invoices with line items and payments, and generates PDF invoices — from wp-admin, or from a dedicated front-end interface at /crm/ for users who don't need full wp-admin access.

Pages in this wiki

• Getting Started — installation and the first-time setup walkthrough (company ? services ? customers ? invoices).
• User Guide — full reference for every feature: Companies, Customers & Jobs, Services, Invoices, Payments, CSV Import, Reports, Company Export/Import, Appearance, and the front-end interface/roles.
• CSS Reference — every CSS class the plugin defines, front-end and wp-admin, with what each one does.
• Hooks and Filters — extensibility points (currently none — see that page for why, and what to do if you need one).

Quick facts

• Website: karks-crm.com
• Data model: Company ? Customers (optionally with nested "Jobs") and Services, both feeding Invoices ? Line Items and Payments. Everything is scoped to a company; nothing is shared across companies.
• Capability: kcrm_manage, granted to Administrators automatically and to a dedicated kcrm_manager role (see User Guide § Front-End Interface & Roles).
• PDF generation: via Dompdf, bundled in vendor/ — no separate install step required.
• Front-end URL: /crm/, created automatically on activation (a normal published Page containing the [karks_crm] shortcode).

Video Tour

Screen Images

Here's a quick tour of the front and back ends.