Karks CRM

Karks CRM is an internal customer relationship and invoicing tool for managing multiple companies from a single WordPress install. It tracks customers (including “Jobs” nested under a parent customer), billable services, invoices with line items, and payments, and can generate PDF invoices.

Features:

• Multi-company support with a company switcher in the admin and on the front end
• A front-end interface (a /crm/ page) so a dedicated “CRM Manager” role can manage everything without wp-admin access
• Customer records with optional parent/Job relationships
• Hourly and project-based services, optionally marked Taxable
• Invoices with line items, per-line tax, and automatic status tracking (Open/Partially Paid/Paid) based on recorded payments
• Receive Payment: split one payment across several open invoices for a customer and its Jobs in a single entry, from the customer profile
• User-managed invoice types
• CSV import for customers, services, invoices, and payments (e.g. from QuickBooks exports), including automatic service creation from imported invoices
• PDF invoice generation, download, an HTML preview, and emailing, with CC/BCC support and one-click CC suggestions from the customer’s other email addresses on file
• Customer Open Balance PDF/CSV export (a customer + its Jobs, oldest open invoice first), plus a company-wide Open Balance total on the Customers list
• Reports (front-end): Revenue with a 12-month chart, per-customer revenue, and an Aging (accounts receivable) report, each with CSV export
• Export/import a full company as a JSON file, for migrating between sites or duplicating a company as a template
• Customizable front-end colors with automatic WCAG 2.1 contrast correction