Official theme and plugin documentation

Some new features in our pipeline

1. Invoice customization (custom logo).
2. Map products to potential customers.
3. Notifications to capture leads.

Standalone WordPress CRM and Project Management Theme

Segments is a premium CRM and project management theme made for WordPress. The main purpose of this theme is to simplify the business processes of the company.By using the Segments theme, you can get your corporate headquarters in just a few clicks.

Get a powerful solution at a low price

By purchasing Segments, you get a WordPress-based CRM solution.Instead of sticking to predefined components, you can install it on your own hosting and modify the functionality and visuals of your website. There are no monthly fees or hidden fees to use.

Front-end data management

In Segments, all data management is handled on the front end. Therefore, your users or clients do not need to access the WordPress admin area to manage their content.With this approach, you can easily extend the theme with third-party plugins.

customer relationship management system

Easily manage all your contacts. You can create unlimited people that can be assigned to a company.All of your employees can now access all contacts and schedule meetings, which will appear in the calendar as new events.Of course, all CRM types (personal, corporate, touchpoint) have their own admin screens where you can do basic CRUD operations

project management

Before starting a new project, you can create a proposal for a client and send it in PDF format. Create new projects and manage all your tasks. Each task can be assigned to a different employee.Mark the task as closed when it is complete. All tasks will appear as new events in the calendar.

The company processes

Track all expenses and create invoices to view complex information about your company. You can also easily access all employee information.After successfully creating an invoice or estimate, you can download the theme in PDF format and send it to your clients.

Leads

Insert or collect your prospect list. You can collect leads by creating capture forms and embedding them on your website. Finally, you can easily convert leads into customers.

Customer area

Allow access to your clients to see the progress of their projects. They can see currently running projects and tasks. Of course, they can also download their invoices.

Supported CRM and Project Tools

• Company - collect your business partners
• Person - Contact information about the person. can be part of a company.
• Leads - A list of potential clients.
• Capture Forms - Create embedded forms for capturing leads.
• Customers - Converted clues.
• Touch Points - Create new meetings for your colleagues.
• Estimates - Send estimates to your clients before starting a project.
• Project - Create the project you are working on.
• Tasks - Assign tasks to colleagues.
• Colleagues - See all information about your colleagues.
• Expenses - Track all your company's expenses.
• Invoices - Create invoices easily. You can also convert items into invoices.

CRM and project management capabilities

• CRUD operations - All segment post types have their CRUD screen where you can do all basic data operations.
• Custom Fields - Fields are handled through the CMB2 library and can be overridden from child themes without touching the core source code.
• Filters - You can filter all post types using predefined filters for each post type.
• Features - Manage user access rights.
• Notifications - Receive notifications about upcoming tasks and touchpoints.
• Widgets - You can easily place touchpoints, tasks, project widgets.
• Visual Composer - All Workforce widgets have their Visual Composer (must be purchased separately if required) component.
• Statistics - View all your expenses and income in a graph.
• Shortcodes - We have prepared custom shortcodes to display interesting data from your system.
• CSV Export - Export all posts to CSV format. You can also export filtered results.
• User roles - Only the "Employee" role can access the dashboard.
• Client Area - Client access.

Smooth installation experience

1. Download the theme (ZIP file containing style.css) from ThemeForest.
2. Upload, install and activate themes under Appearance - Themes.
3. Install and activate all plugins that will appear at the top of the admin.
4. Run a one-click install from Tools - One-Click Install.
5. Under "Settings - Permalinks" set the permalink to "Post Name" and save it.

After copying the above steps, you will get the same site as our demo site.

Theme Features

Front-end CRM

corporate website

A key installation

Fully responsive

Services

Testimonials

team member

Child theme

sass and susie

Envato market plugin

Easy to translate

• Translate themes into any language.
• All strings are properly wrapped into the translation function.
• POT files are available.
• We recommend usingLocal translation.
• Topic to translate: Fragment. Plugins to translate: segments-core, labor.

Notes:

• Images on our demo site are not part of the packaging. The downloadable package contains only placeholders.
• Use the latest version of PHP. We recommend using PHP 7.x.
• Visual Composer is not part of the package. You can buy it separately.
• Only users with the "Employee" role can access the dashboard.
• Don't forget to check the documentation before buying this product.
• Customization such as adding new fields or filters is not part of the support.

* We understand the complexities of company processes. Every company has different workflows and data processing.So if you find something that could be improved, please feel free to contact us via our contact form with detailed instructions.Keep in mind that it is not possible to implement everything, but we will try to add at least new filters and actions to easily extend the current functionality in third-party plugins.

Tags:

Credits:

• Font Family:Roboto
• Images: Unsplash

v1.2.6 – 10/29/2017

* FIX: importer

v1.2.5 – 10/16/2017

* FEATURE: menu improvements
* FIX: events api

v1.2.2 – 02/21/2017

* FIX: registration form

v1.2.1 – 02/12/2017

* FEATURE: sending estimates and invoices directly to clients
* FEATURE: admin bar reset capabilities
* FEATURE: admin bar direct link to capabilities management
* FEATURE: leads filter
* IMPROVEMENT: all fields are properly wrapped by fieldset
* FIX: price formatting without php-intl library 

v1.2.0 – 02/05/2017

* FEATURE: basic leads system
* FEATURE: overall widget
* IMPROVEMENT: better invoice statuses
* IMPROVEMENT: project file upload

v1.1.0 – 01/31/2017

* FEATURE: client zone
* IMPROVEMENT: some minor design refactoring
* FIX: Doctrine autoloader
* FIX: font loading

Segments - CRM WordPress Theme [Free Download]
Segments - CRM WordPress Theme [Nulled]
WordPress » Business