Sometimes it’s hard to keep it all together. (Ain’t that right, 2020?)
Between managing your projects, accounting, and tracking your business’s performance, your services and applications are piling up in an overwhelming stack.
But what if in just a few clicks, you could manage your projects and track financial and accounting records—all in one place?
TL;DR
Manage your projects, assign tasks, create milestones, share files and events, and track business performance
Alternative to: WordPress Client Portal
Send estimates and invoices to your clients and get paid online with just a few clicks
Best for: Project managers, finance departments, and small teams looking to consolidate their day-to-day processes in one place
WordPress Portal combines project management and accounting software in one easy-to-use WordPress plugin.
WordPress Portal gives you access to an interactive interface that installs in just a few clicks, and makes running your business more efficient.
Choose which clients or contacts to invite to the portal, and which contacts to leave out. (Nancy, you’re in. Steve, maybe next quarter.)
With WordPress Portal, you can add as many clients and contacts as you want.
Once you create a project, you can grant your selected client and staff members access to the project to collaborate and manage the project together.
Get a high-level overview of your projects and easily track their progress through every stage.
Project communication, especially when working remote, can get messy with too many members, overlooked messages, and technology failure (“I think you’re on mute” —most spoken phrase of the year).
But WordPress Portal makes it easy to discuss project details with public or private discussion threads.
You can also set milestones and share project files and assets.
Need to get everyone on board? Create and share one-time or recurring project-specific events with your team and clients, which will be automatically added to their calendars.
Single project overview lets you set milestones, chat with team members, and create events.
You might have dozens of half-finished quarantine projects (I’m sure I’ll finish that watercolor later).
Luckily, when it comes to your business, WordPress Portal’s project list gives you a birds-eye view of all current projects and their progress status, so you never miss a beat.
You’ll be able to take your project organization one step further with hands-off task management.
Assign tasks, track which ones are in progress, see which ones are done, review them, and mark them as complete. Bing, bang, boom.
The project board lets you assign tasks, track their progress, and mark them complete.
Want to see where you’re spending your time?
Use the time tracking feature to measure the time you and your team members take to work on specific tasks.
It automatically calculates your total hours and cost, so you can track the productivity of your team.
Track your time as you go, total it up with the automated calculator, and send it directly to your team.
Best of all, WordPress Portal incorporates technical and financial reports, so you can track and watch your business performance.
The advanced accounting software helps you create and send invoices to clients assigned to specific projects with auto calculations.
You’ll get paid faster through online payments via credit cards and PayPal (no more waiting for the next stimulus check to drop).
Simplify the way you track business reports, project expenses, timesheets, and invoices.
When it comes to the platforms and software you need to run your business, it’s all about quality, not quantity (once we start talking about Girl Scout cookies, then quantity always wins).
Fortunately, you don’t have to juggle multiple project management, accounting, and reporting services to run a successful business.
All you need is one amazing tool: WordPress Portal.
Get lifetime access today!
P.S. Join us for a webinar and walk-through of WordPress Portal on October 23rd at 10:00 AM CDT. Click here to register.
- Plans and Features
- Deal Terms
Lifetime access to WordPress Portal Business Plan- You must redeem your code(s) within 60 days of purchase
- All future Business Plan updates
- Stack up to 5 codes
- GDPR compliant (partner verified)
- Only for new WordPress Portal users who do not have existing accounts
- 60-day money -ack guarantee, no matter the reason
- Features Included in All Plans
- Unlimited team members
- Unlimited clients & guests
- Unlimited active projects
- Events
- File sharing (local and cloud)
- Real-time notifications
- Branding
- Discussion
- Credit card and PayPal payment
- Invoicing
- Tasks
- Tracking Expenses
- Timesheets
- Kanban board
- Recurring payments & subscriptions
- Enhanced email notifications
- Time tracker
