About this plugin
Sales Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales and quote work inside WordPress.
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.
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.
What you can do with the free plugin
- Manage clients with company/name, email, phone, tax ID, location, payment details and notes.
- Search and organize your client list from WordPress, including sales rep assignments.
- Create and maintain a basic product catalog.
- Add product name, price, category and active/inactive status.
- Create quote documents connected to clients and products.
- Edit quantities, prices, totals and internal quote details.
- View, print or save quote documents from the browser.
- Give sales reps a dedicated portal role with access limited to their assigned work.
- Use a dedicated sales portal login without replacing the normal site login for customers or other WordPress users.
- Start from English source strings and use standard WordPress translation catalogs for localized interfaces.
- Use the WooCommerce store currency when available, with USD as the neutral fallback for sites without WooCommerce.
- Keep the workflow simple, fast and easy to understand.
- Use the plugin without artificial limits on clients, products or quotes.
Built for real sales work
Sales Workspace is designed for people who need a useful quote and sales tool, not a bloated platform.
It is a good fit for:
- Web agencies that prepare quotes for clients.
- Local businesses that sell products or services by quotation.
- Freelancers who want a cleaner sales workflow inside WordPress.
- Small teams that need a shared place for clients, products and quotes.
- WooCommerce site owners who want a more sales-focused workspace around their catalog and customers.
Why this plugin is different
Many CRM plugins are too complex for small teams. Sales Workspace keeps the free experience focused on the quote workflow that matters most:
- Add the client.
- Add or select products.
- Create the quote.
- Review the total.
- Print or save the document.
- Keep the record inside WordPress.
No unnecessary setup. No artificial free limits. No complicated onboarding.
Optional Pro add-on
Sales Workspace Pro is an optional separate add-on for teams that need advanced sales tools.
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.
The free plugin remains fully functional for basic clients, products and quotes management.
External services
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.
The admin banner includes an optional Suggestions button. ar. The plugin does not send suggestion emails automatically from your server.
com/ ) 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.