{"id":308113,"date":"2026-05-08T02:08:09","date_gmt":"2026-05-08T02:08:09","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/clientbeacon-crm\/"},"modified":"2026-05-21T04:22:52","modified_gmt":"2026-05-21T04:22:52","slug":"calliope-sales-workspace","status":"publish","type":"plugin","link":"https:\/\/tuk.wordpress.org\/plugins\/calliope-sales-workspace\/","author":21100331,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.35","stable_tag":"1.0.35","tested":"7.0","requires":"6.0","requires_php":"7.4","requires_plugins":null,"header_name":"Sales Workspace","header_author":"CalliopeWP","header_description":"Manage clients, products, quotes, and sales workflows inside WordPress and WooCommerce.","assets_banners_color":"394255","last_updated":"2026-05-21 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Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales and quote work inside WordPress.<\/p>\n\n<p>Instead of jumping between spreadsheets, notes and disconnected files, you can keep your clients, products and quote documents organized from the same admin area you already use.<\/p>\n\n<p>The free plugin focuses on the essentials: a simple CRM-style client list, a lightweight product catalog and quote documents you can create, edit, view and print.<\/p>\n\n<h4>What you can do with the free plugin<\/h4>\n\n<ul>\n<li>Manage clients with company\/name, email, phone and notes.<\/li>\n<li>Search and organize your client list from WordPress.<\/li>\n<li>Create and maintain a basic product catalog.<\/li>\n<li>Add product name, price, category and active\/inactive status.<\/li>\n<li>Create quote documents connected to clients and products.<\/li>\n<li>Edit quantities, prices, totals and internal quote details.<\/li>\n<li>View, print or save quote documents from the browser.<\/li>\n<li>Keep the workflow simple, fast and easy to understand.<\/li>\n<li>Use the plugin without artificial limits on clients, products or quotes.<\/li>\n<\/ul>\n\n<h4>Built for real sales work<\/h4>\n\n<p>Sales Workspace is designed for people who need a useful quote and sales tool, not a bloated platform.<\/p>\n\n<p>It is a good fit for:<\/p>\n\n<ul>\n<li>Web agencies that prepare quotes for clients.<\/li>\n<li>Local businesses that sell products or services by quotation.<\/li>\n<li>Freelancers who want a cleaner sales workflow inside WordPress.<\/li>\n<li>Small teams that need a shared place for clients, products and quotes.<\/li>\n<li>WooCommerce site owners who want a more sales-focused workspace around their catalog and customers.<\/li>\n<\/ul>\n\n<h4>Why this plugin is different<\/h4>\n\n<p>Many CRM plugins are too complex for small teams. Sales Workspace keeps the free experience focused on the quote workflow that matters most:<\/p>\n\n<ul>\n<li>Add the client.<\/li>\n<li>Add or select products.<\/li>\n<li>Create the quote.<\/li>\n<li>Review the total.<\/li>\n<li>Print or save the document.<\/li>\n<li>Keep the record inside WordPress.<\/li>\n<\/ul>\n\n<p>No unnecessary setup. No artificial free limits. No complicated onboarding.<\/p>\n\n<h4>Optional Pro add-on<\/h4>\n\n<p>Sales Workspace Pro is an optional separate add-on available from CalliopeWP.<\/p>\n\n<p>The Pro add-on is intended for teams that need more advanced workflows, such as enhanced quote actions, custom branding, professional printable documents, CSV import\/export, WooCommerce-connected product workflows, product images, sales rep tools, client assignment tools, WhatsApp\/email sharing and sales team reporting.<\/p>\n\n<p>The free plugin remains fully functional for basic clients, products and quotes management.<\/p>\n\n<h4>External services<\/h4>\n\n<p>The free plugin does not connect to external services automatically and does not send your site data to third-party services for its core functionality.<\/p>\n\n<p>The admin banner includes an optional <strong>Suggestions<\/strong> button. It opens the administrator's email client with a message addressed to <code>suggestions@calliope.com.ar<\/code>. The plugin does not send suggestion emails automatically from your server.<\/p>\n\n<p>Quote sharing buttons may open WhatsApp Web (<code>https:\/\/api.whatsapp.com\/<\/code>) or Gmail (<code>https:\/\/mail.google.com\/<\/code>) in the administrator's browser when the administrator chooses to share a quote. The plugin only builds the link with the quote text selected by the administrator; it does not send the message automatically and does not contact those services in the background.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the plugin folder to <code>\/wp-content\/plugins\/<\/code>, or install it from the WordPress Plugins screen.<\/li>\n<li>Activate <strong>Sales Workspace<\/strong>.<\/li>\n<li>Open <strong>Sales Workspace<\/strong> in the WordPress admin menu.<\/li>\n<li>Add your first client.<\/li>\n<li>Add products or services.<\/li>\n<li>Create your first quote.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20the%20free%20plugin%20have%20limits%20for%20clients%2C%20products%20or%20quotes%3F\"><h3>Does the free plugin have limits for clients, products or quotes?<\/h3><\/dt>\n<dd><p>No. The free plugin does not add artificial limits for basic clients, products or quotes.<\/p><\/dd>\n<dt id=\"can%20i%20use%20it%20without%20woocommerce%3F\"><h3>Can I use it without WooCommerce?<\/h3><\/dt>\n<dd><p>Yes. The free plugin can be used as a standalone sales workspace inside WordPress.<\/p><\/dd>\n<dt id=\"can%20i%20print%20or%20save%20a%20quote%20as%20pdf%3F\"><h3>Can I print or save a quote as PDF?<\/h3><\/dt>\n<dd><p>Yes. Quotes include a browser-based view\/print screen. You can print the document or save it as PDF using your browser.<\/p><\/dd>\n<dt id=\"does%20the%20free%20plugin%20require%20an%20external%20service%3F\"><h3>Does the free plugin require an external service?<\/h3><\/dt>\n<dd><p>No. The free plugin works inside WordPress and does not require external services for its core functionality.<\/p><\/dd>\n<dt id=\"does%20the%20suggestions%20button%20send%20data%20automatically%3F\"><h3>Does the Suggestions button send data automatically?<\/h3><\/dt>\n<dd><p>No. The button only opens the administrator's email client with a prefilled address. The site does not send the suggestion automatically.<\/p><\/dd>\n<dt id=\"is%20there%20a%20pro%20version%3F\"><h3>Is there a Pro version?<\/h3><\/dt>\n<dd><p>Yes. Sales Workspace Pro is a separate optional add-on for advanced quote and sales workflows. The free plugin remains fully usable on its own.<\/p><\/dd>\n<dt id=\"who%20is%20this%20plugin%20for%3F\"><h3>Who is this plugin for?<\/h3><\/dt>\n<dd><p>It is built for small businesses, freelancers, agencies and sales teams that want a simple way to manage clients, products and quote documents inside WordPress.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.35<\/h4>\n\n<ul>\n<li>Compatibility: Tested with WordPress 7.0.<\/li>\n<li>Maintenance: Removed the manual plugin textdomain loader for WordPress.org compatibility.<\/li>\n<li>Improvement: Added file-based cache busting for login and print assets.<\/li>\n<li>Improvement: Moved print document actions into an enqueued JavaScript file.<\/li>\n<li>Improvement: Replaced inline admin confirmation handlers with enqueued JavaScript.<\/li>\n<li>Readme: Clarified optional WhatsApp and Gmail sharing links.<\/li>\n<\/ul>\n\n<h4>1.0.34<\/h4>\n\n<ul>\n<li>Replaced the dashboard suggestions form with a safer mailto Suggestions button in the admin banner.<\/li>\n<li>Removed server-side suggestion email handling to avoid mail configuration errors.<\/li>\n<li>Updated bundled translation files for the Suggestions button.<\/li>\n<\/ul>\n\n<h4>1.0.33<\/h4>\n\n<ul>\n<li>Updated the free dashboard metrics to show approved quote amount instead of closed sales.<\/li>\n<li>Kept Pro closed-sale reporting intact when the Sales Workspace Pro add-on is active.<\/li>\n<\/ul>\n\n<h4>1.0.32<\/h4>\n\n<ul>\n<li>Added plugin and author URLs so the CalliopeWP author link points to the official CalliopeWP website from the WordPress plugins screen.<\/li>\n<\/ul>\n\n<h4>1.0.31<\/h4>\n\n<ul>\n<li>Added documentation and support buttons to the admin banner.<\/li>\n<li>Added a dashboard suggestions form using WordPress mail.<\/li>\n<li>Reworked the dashboard metric layout and added a bottom review reminder.<\/li>\n<li>Updated bundled translation files for the new admin strings.<\/li>\n<\/ul>\n\n<h4>1.0.29<\/h4>\n\n<ul>\n<li>Replaced the WordPress admin menu dashicon with the Sales Workspace brand icon.<\/li>\n<\/ul>\n\n<h4>1.0.28<\/h4>\n\n<ul>\n<li>Updated the public plugin title to Sales Workspace and improved quote-focused wording for WordPress.org discovery.<\/li>\n<\/ul>\n\n<h4>1.0.27<\/h4>\n\n<ul>\n<li>Fix fatal error when rendering\/editing quote share details caused by the missing budget status label helper.<\/li>\n<\/ul>\n\n<h4>1.0.24<\/h4>\n\n<ul>\n<li>Improved the WordPress.org readme for clearer positioning and better discovery.<\/li>\n<li>Refined the optional Pro add-on messaging to avoid overpromising unavailable report modules.<\/li>\n<\/ul>\n\n<h4>1.0.23<\/h4>\n\n<ul>\n<li>Fixed Spanish translation encoding so accented characters display correctly.<\/li>\n<\/ul>\n\n<h4>1.0.22<\/h4>\n\n<ul>\n<li>Added packaged Spanish translations for es_ES and es_AR.<\/li>\n<\/ul>\n\n<h4>1.0.21<\/h4>\n\n<ul>\n<li>Cleaned prefixed variable names in admin views.<\/li>\n<\/ul>\n\n<h4>1.0.20<\/h4>\n\n<ul>\n<li>Improved WordPress Plugin Check compatibility.<\/li>\n<\/ul>\n\n<h4>1.0.13<\/h4>\n\n<ul>\n<li>Hide the optional Pro add-on presentation when Sales Workspace Pro is already active.<\/li>\n<\/ul>\n\n<h4>1.0.12<\/h4>\n\n<ul>\n<li>Free scope cleanup for basic clients, products, and quotes.<\/li>\n<li>Removed visible advanced workflows from the free admin screens.<\/li>\n<\/ul>","raw_excerpt":"A clean quote and sales workspace for WordPress: manage clients, products and quote documents without turning your admin into a complicated enterprise 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