• E-mail info@example.com
  • Phone +0-123-456-789
  • Location 2725 Davis Place Toledo, OH

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ESS CRM & Project Management

ESS is simplified and organized with an advanced CRM & Project Management portal that is exclusively for ESS business professionals.

ESS CRM Features You Will Love

Below are just a few of the features that you are likely to find very useful as an ESS business professional, including tracking prospect-to-customer communications or managing various internal projects and tasks.

Company Processes

Keep information for colleagues up to date, create new estimates or invoices and download them as PDF's when needed by finding everything on one place.

Easy Invoicing

Create brand new invoices or convert completed projects with tasks into invoice in one click.

CRM Management

Use powerful CRM functionality to collect contact information and let your network grow by scheduling meetings with individual prospects or companies.

Expenses Tracking

Easily log all company expenses on one place and see statistics how your business is doing.

Project Development

ESS professionals will have the ability to create new projects, assign tasks, access resources and track progress using our web-based CRM/PM portal.

Scheduling Meetings

Schedule new meetings to colleagues with your clients and follow on dashboard all upcoming events.

Boost your business and share important contact & project information between your colleagues.

All business contacts on one place. Never miss any meeting or loose company's contact.

Professional Business Headquarters

In ESS CRM, you can manage all standard company workflows like collecting contacts, scheduling meeting, managing projects and so on.

ESSCRM Best Features

  • TouchpointsNever miss a meeting
  • PeopleCollect contacts
  • TasksAssign to colleagues
  • InvoicesEasily create and export
  • ExpensesTrack your expenses
  • EstimatesFor potential clients
  • ProjectsArrange your work
  • Companiesmanage partners

Because Code Quality Matters

Everybody knows that design is important but for long term business you need to have reliable, flexible and stable codebase.

  • 01

    WordPress Actions & Filters

    Building new features upon existing codebase.

  • 02

    Annotations

    New way to mark actions & filters functions.

  • 03

    Advanced Documentation

    All important projects parts are well documented.

  • 04

    Class Autoloaded

    Don't mess with includes and let the system load the classes.

  • 05

    OOP Architecture

    We are using OOP principles for CRM development.

  • 06

    WordPress Linter

    Code is passing WordPress code standards.

  • 07

    Child Theme Support

    Important part for changing the functionality per project.

  • 08

    CMB2 Fields

    Beautiful library for creating new fields.

Do you want to change functionality and visual?

Suggest changes with our administrator and we will consider if modifications will improve your user experience.

User Dashboard Client Zone