WP ERP – Deals is a powerful sales pipeline extension for WP ERP CRM that helps small businesses track leads, manage deals, and close more sales inside WordPress. Build visual pipelines, set stages, assign owners, log activities, and forecast revenue—all from a clean, real‑time dashboard. Simple, fast, and built to scale your sales process.
- Visual sales pipelines with drag‑and‑drop stages
- Create, track, and close deals from the CRM
- Customizable deal stages and probabilities
- Deal owner assignment and team collaboration
- Activity timeline: notes, emails, calls, meetings
- Revenue forecasting and weighted pipeline values
- Deal filters, search, and quick views
- Contact and company linking for full context
- Kanban board for real‑time progress tracking
- Reminders and follow‑up scheduling
- Stage duration and deal aging insights
- Pipeline and deal performance reports
- Works inside WordPress with WP ERP CRM
- User roles and permissions for sales teams
- Email integration and logging support
