Official theme & plugin documentation
* Before purchase please don’t forget to check documentation
Some of new features in our pipeline
Segments is an advanced CRM and project management theme made for WordPress. Main purpose of this theme is to simplify business processes for companies. By using Segments theme you will get your company headquarters available in few clicks.
By purchasing Segments you will get CRM solution based on WordPress. You can install it on your own hosting, modify functionality and visual of website instead of sticking with the predefined components. There are no monthly nor hidden fees for using.
In Segments all data managements is processed on front end. So your users or customers are not required to access WordPress admin area to manage their content. With this approach you can easily use third party plugins to extend theme.
Easily manage all your contacts. You can create unlimited persons which you can assign to companies. Now all your employees will be available to access all contacts and schedule meetings which will appear in the calendar as new event. Of course all CRM types (person, company, touchpoint) have their own administration screens where you can do basic CRUD operations
Before starting a new project you can create a proposal for the client and then send it as PDF. Create new projects and manage all your tasks. Each task can be assigned to different employee. When the task is completed mark it as closed. All tasks will appear as new events in the calendar.
Track all expenses and create invoices to see complex information about the company. You can easily access all employees information as well. After successful creation of invoice or estimate you can download theme as PDF and send them to your clients.
Insert or collect list of your leads. You can collect leads by creating capture form and embedding it on your site. At the end you can easily convert lead into customer.
Allow access to your clients to see whats going on with their projects. They can see currenly running projects and tasks. Of course they can download their invoices as well.
After reproducing steps above you will get same site as our demo site.
CRM on Front End
Experience the CRM & Project Management functionality on front end instead of accessing WordPress admin.
With the Segments you are able to create good looking corporate website and CRM system available after logging in.
One Click Installation
Import demo content and get configured website by using our one click installation tool. You can fint this functionality under “Tools – One Click Installation”.
All components are made to fit from mobile resolution to large desktops using CSS media queries and Susy SASS module.
Easily create list of services provided by your company. Services are available as custom post type in WordPress admin. Services are available under ”/services” URI as post type archive page.
Show what your customers thinks about your business. Testimonials are available as custom post type as well and could be accessed by visiting ”/testimonials” URI.
Display your colleague information on the front end. Team members are available as archive page with the ”/members”.
We recommend to use child theme to make your customizations and not to loose the changes after update.
SASS & Susy
All CSS styles are written in SASS by using Susy library. Everything is well structured and organized. Experienced developers will be happy to work with it.
Envato Market Plugin
Bored by manually updating theme? No problem at all. Theme is bundling Envato Market plugin which will help you to get automatic updates.
* We understand how complex company processes could be. Each company has different workflows and data processing. So if you found something what could be improved please feel free to contact us through our contact form with the detailed description. Keep in mind that it is not possible to implement everything but we will do our best to add at least new filters and actions to easily extend current functionality in your third party plugin.
Tags: crm, intranet, project, task, management, invoice, estimate, pdf, company, people, contact, dashboard, admin, corporate, business
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