Projectopia WP Project Management (formerly CQPIM)

Version: 4.3.13

Last Update: February 2, 2022

Link: View Original Product & Demo

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Updates Included (6 Months) - from WPGlobalMarket

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Projectopia WP Project Management (formerly CQPIM)

Projectopia, previously known as CQPIM, is a comprehensive project management system for WordPress. Here are some key features:

Workflow Management:

Control Workflows: Efficiently manage workflows within the system.
Robust Settings Panel: A powerful settings panel for customization and configuration.
Role-Based Access: Total control over user roles and permissions within the community.

Financial Features:

Multiple Permission Formats: Various permission formats available.
Sales Tax Functionality: Inclusive of secondary tax features.
Fully Translatable: Supports translation using PHP Gettext & PO/MO files.
Currency Settings: Configure currency symbol or location as needed.

Client Management:

Client Conversion Tool: Convert customers into CQPIM clients seamlessly.
Dashboard for Clients: Provides a client dashboard for active engagement.
Branded Login Page: Customizable and brandable login pages for clients.
AJAX-Enabled Actions: Certain actions supported via AJAX for a smoother experience.

User Interaction:

Theme Compatibility: Works well with various themes, offering seamless integration.
Profile Customization: Clients can personalize their details from their dashboard, including a photo.
Team Integration: Clients can add team members as additional logins.
Dashboard Alerts: Notifications for quotes, schedules, invoices, and ticket support.

Project Details and Management:

Detailed Project Information: Extensive project details including timeline, updates, finances, milestones/tasks, and files.
AJAX File Upload: Capability to upload files to support tickets or tasks seamlessly.
Payment Integration: Compatible with Stripe & PayPal for invoice payments.
Custom Client Dashboard Alerts: Tailored alerts for the client dashboard.
PDF Invoice Download: Ability to download PDF invoices directly.

Projectopia aims to provide a robust environment for managing projects, clients, and financial aspects seamlessly within WordPress, offering a variety of features for efficient project and client management.