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* before purchase please don’t forget to check documentation
Make Business. Faster. Better. Using Segments.
Segments is an advanced CRM and project management theme made for WordPress. Main purpose of this theme is to simplify business processes for companies. By using Segments theme you will get your company headquarters available in few clicks.
Easily manage all your contacts. You can create unlimited persons which you can assign to companies. Now all your employees will be available to access all contacts and schedule meetings which will appear in the calendar as new event. Of course all CRM types (person, company, touchpoint) have their own administration screens where you can do basic CRUD operations
Before starting a new project you can create a proposal for the client and then send it as PDF. Create new projects and manage all your tasks. Each task can be assigned to different employee. When the task is completed mark it as closed. All tasks will appear as new events in the calendar.
Track all expenses and create invoices to see complex information about the company. You can easily access all employees information as well. After successful creation of invoice or estimate you can download theme as PDF and send them to your clients.
Supported CRM & Projects Tools
- Companies – Collect your business partners
- People – Contact information about person. Can be part of company.
- Touchpoints – Create new meetings for your colleagues.
- Estimates – Before starting a project send an estimate your client.
- Projects – Create projects which you are working on.
- Tasks – Assign tasks to colleagues.
- Colleagues – View all information about your colleagues.
- Expenses – Track all your company expenses.
- Invoices – Easily create invoices. You can convert project into invoice as well.
CRM & Project Management Features
- CRUD Operations – All Segments post types have their CRUD screens where you can make all basic data operations.
- Custom fields – Fields are handled through the CMB2 library which can be overrided from the child themes without touching core source code.
- Filters – You can filter all post types by using predefined filters for each post type.
- Capabilities – Manage users access permissions.
- Notifications – Be notified about upcoming tasks and touchpoints.
- Widgets – You can easily place the touchpoints, tasks, projects widgets.
- Statistics – See in chart all your expenses and earnings.
- Shortcodes – We prepared custom shortcodes for displaying intersting data from your sytem.
- CSV Export – Export all posts into CSV format. You can export filtered results as well.
Smooth Installation Experience
- Download theme from ThemeForest (ZIP file containing style.css).
- Upload, install and active theme under “Appearance – Themes”.
- Install and activate all plugins which will appear at the top of admin.
- Run one click installation from “Tools – One Click Installation”.
- Set permalinks to “Post name” under “Settings – Permalinks” and save.
After reproducing steps above you will get same site as our demo site.
CRM on Front End
Experience the CRM & Project Management functionality on front end instead of accessing WordPress admin.
One Click Installation
Import demo content and get configured website by using our one click installation tool. You can fint this functionality under “Tools – One Click Installation”.
All components are made to fit from mobile resolution to large desktops using CSS media queries and Susy SASS module.
- Translate theme into any language.
- All strings are properly wrapped into translation function.
- POT files are available.
- We recommend to use Loco Translate.
- Theme to translate: segments. Plugins to translate: segments-core, workforce.
- Images on our demo site are not a part of package. Downloadable package contains only placeholders.
- Use most recent version of PHP. We recommend to use PHP 7.x.
- Visual Composer is NOT part of the package. You can purchase it separately.
- Only users with role “Employee” are able to access dashboard.
- Don’t forget to check documentation before purchasing this product.
- Customizations like adding new fields or filters are not part of support.
Tags: crm, intranet, project, task, management, invoice, estimate, pdf, company, people, contact, dashboard, admin, corporate, business
High Resolution: Yes, Widget Ready: Yes, Compatible Browsers: IE10, IE11, Firefox, Safari, Opera, Chrome, Software Version: WordPress 4.7.x, Columns: 2Theme Preview
Segments – CRM & Project Management WordPress Theme