=== Worksuite WP – ERP, Workplace, CRM, HRM, Project Manager & Company Board === Contributors: cloodoteam Donate link: https://cloodo.com/ Tags: Company, Workplace, CRM, HRM, ERP Requires at least: 5.8 Tested up to: 6.8.3 Stable tag: 2.3.0 Requires PHP: 7.0 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html Turn your WordPress site into a complete digital workplace — manage services, clients, projects, and helpdesk in one connected system powered by Cloodo WorkSuite. == Description == **Cloodo Workplace for WordPress** brings the full power of a **Digital Workplace** directly into your WordPress dashboard. It connects your site to **Cloodo WorkSuite**, allowing you to create, display, and manage your **services, portfolios, testimonials, FAQs, clients, and projects** — all without coding. **ERP • CRM • HRM • Project • Helpdesk • Services • LiveChat** No multiple plugins. No complex setup. Just install, connect, and start managing your business. 🔗 **Live Demo:** [https://demo.cloodo.com/company-profiles/cloodo-workplace/](https://demo.cloodo.com/company-profiles/cloodo-workplace/) --- ### Who It’s For Cloodo Workplace WP is designed for: - Agencies and service providers who need a professional digital storefront. - Freelancers and consultants who want structured service presentation and automation. - Small and medium businesses seeking an easy, all-in-one management hub. - Non-technical teams who want everything to “just work.” --- ### Key Problems Solved - No professional way to present **service packages** or **pricing** on WordPress. - Scattered client data across emails, forms, and chat tools. - Disorganized **testimonials** and **portfolio** content. - No automation to convert quotes or inquiries into projects or tickets. - Multiple disconnected plugins creating maintenance issues. Cloodo Workplace solves all these by combining **WorkSpace (on WordPress)** and **WorkSuite (in the cloud)** — a unified ecosystem for creation and operations. --- == Features == ### 1. Instant Activation & Smart Setup - Auto-creates and connects your **Cloodo account** using your WordPress admin email and domain. - 3-step onboarding wizard: **Connect → Import Demo → See Your Website Go Live.** - Imports ready-made **Services**, **Portfolios**, **Testimonials**, and **FAQs** instantly. - Adds a **WorkSpace Dashboard** inside WordPress to manage Services, Profiles, and FAQs. After installation, your **WorkSpace** handles content and presentation while your **WorkSuite** manages CRM, ERP, and Helpdesk operations — supporting both automation and manual workflows. --- ### 2. Service & Portfolio Builder - Build professional **Service Packages** with titles, pricing, deliverables, and call-to-action buttons (“Get a Quote”, “Contact Now”). - Manage **Portfolio Items** and **Testimonials** with clean, responsive layouts. - Sync content automatically between WordPress and your Cloodo WorkSuite workspace. --- ### 3. CRM, Project & Helpdesk Management (via WorkSuite) The connected **Cloodo WorkSuite** is your operational control center: - Manage all leads and clients in one **CRM**. - Create and track **projects, tasks, and milestones** in real time. - Convert incoming requests into **Helpdesk Tickets**. - Use **HRM** tools for staff profiles, leave requests, and performance. - View **KPI reports** and analytics to monitor growth. WorkSuite eliminates fragmented tools, giving SMBs a unified view of their entire business. --- ### 4. LiveChat Integration - A **LiveChat button** is available after installation. - To display it publicly, you must **connect your own WhatsApp or preferred number** in the plugin settings. - All chat messages can route to your **Cloodo Helpdesk or WhatsApp CRM** for client tracking. This provides a personal yet traceable communication channel with customers. --- ### 5. Elementor Widgets & Gutenberg Blocks Includes fully responsive, SEO-ready widgets for: - Services Grid - Pricing Table - Service Detail Tabs - Portfolio Carousel - Testimonials Slider - Quote / Contact Form - Helpdesk Embed - FAQ Block - KPI Overview Easily drag and drop these widgets into Elementor or Gutenberg to build your business site without code. --- == WorkSuite Highlights == **WorkSuite** is the cloud platform that powers Cloodo Workplace. **Key advantages:** - Combines **ERP, CRM, HRM, Project, and Helpdesk** management. - Centralizes every task, message, and milestone in one view. - Automates ticket routing, reminders, and workflow follow-ups. - Provides analytics and KPI dashboards for data-driven decisions. - Enables secure multi-user collaboration with custom roles and permissions. **Pain points solved:** - Teams using too many tools for daily operations. - Lost leads and inconsistent follow-ups. - Delayed responses or lack of team visibility. - No clear overview of performance or project status. --- == WorkSpace Highlights == **WorkSpace** lives inside your WordPress admin panel and focuses on creation and content management. **Key advantages:** - Manage **Services**, **Profiles**, **Testimonials**, and **FAQs** without leaving WordPress. - Preview updates and publish instantly. - Sync automatically with WorkSuite for backend operations. - Perfect for non-technical users managing a growing service business. **Pain points solved:** - Difficulty keeping website content consistent. - Need for developers to update services or pricing. - Lack of an easy, unified business dashboard inside WordPress. --- == Custom Integration Services (Premium) == For **Premium Users**, Cloodo offers **Custom Integration Services** upon request. Our engineering team can connect your WorkSuite to external tools or APIs (Slack, Zapier, CRM systems, etc.) to match your workflow — no technical effort required. --- == Plans == **Free Plan** - Includes WorkSpace, Service Builder, Portfolio, Testimonials, and Quote Form. - Connects to Cloodo WorkSuite for CRM and Helpdesk access. **Pro Plan** - Adds KPI dashboard, Helpdesk Embed, and automation tools. **Premium Plan** - Unlocks AI automation, WhatsApp CRM, and custom integration services. Start free, grow your operations, and upgrade as you scale. --- == Vision == Cloodo’s mission is to make **Digital Transformation accessible for everyone**. With Cloodo Workplace for WordPress, any business can create a professional **Digital Workplace** within minutes — combining **WorkSpace** for creation and **WorkSuite** for operations. Your WordPress site becomes your **Business Command Center** — simple, connected, and ready to grow with you. --- == Installation == 1. Upload the plugin files to `/wp-content/plugins/cloodo-workplace` or install via the WordPress Plugin Directory. 2. Activate the plugin through the ‘Plugins’ screen. 3. Upon activation, your Cloodo account will be auto-created or linked. 4. Follow the onboarding wizard to import demo content and set up your WorkSpace. 5. Configure your LiveChat number in the plugin settings. 6. Start managing services, clients, and support tickets right away. == Frequently Asked Questions == = Do I need a Cloodo account to use this plugin? = No manual signup is needed. When you activate the plugin, it automatically creates or connects your account based on your WordPress admin email and domain. = Can I use my own chat number? = Yes. You can connect your WhatsApp or any preferred number to display the LiveChat button on your WordPress site. = Is it compatible with my current theme? = Yes. All widgets are fully responsive and compatible with most modern WordPress themes and page builders. = Does it include e-commerce or WooCommerce integration? = Not yet. E-commerce integration will be available through future updates or custom services for Premium users. = Can you integrate with external systems? = Yes. Premium users can request **Custom Integration Services** to connect Cloodo with tools like Slack, Zapier, or CRM systems. == Screenshots == 1. Dashboard 1. Set-up Wizard 1. Project Reports 1. Project Details 1. List Leads 1. Leads Reports 1. Clients Details 1. Clients Reports 1. Clients Ticket 1. Chat Messages 1. Product Management == Changelog == = 2.2.5 (October 20, 2025) = * Add Shortcode Guide and Cleanup * Profile Grid UI & Import Wizard Updates + New CBs Reviews/FAQs * Enhance Content Generation & Admin UI with Shortcodes, Meta Boxes and More = 2.2.4 (March 13, 2024) = * Fix iframe can't load for new user = 2.2.3 (March 11, 2024) = * Fix dashboard link * Update iframe loading * Update settings interface * Update CSS for settings interface * Fix warning = 2.2.2 = * Fix error on new API version = 2.2.1 = * Security fix = 2.2.0 = * Sync Wordpress User to Employees * Update core app login via email = 2.1.1 = * Fix error register account = 2.1.0 = * Add new feature: Products Management * Sync Woocommerce Customers to Clients = 2.0.0 = * Update New UI * Add new feature Projects, Leads, Notice Board, Messages = 1.1.0 = * Add Client feature = 1.0.0 = * Init == Upgrade Notice == = 1.0 = * First version