Client Portal

Features that preserve context.

WebDev CRM is organised around how client work actually unfolds - from agreement to delivery and beyond. Each feature exists to keep decisions, history, and next steps connected as work evolves.
Foundations

Contacts, Companies & History

Includes:
  • Contacts
  • Companies
  • Notes
  • Client website activity history
Client records aren’t static — context accumulates as work unfolds. WebDev CRM keeps notes, activity, and decisions anchored to the same client, so nothing gets lost between projects.
WebDev CRM - Contacts PageWebDev CRM - Notes ModalWebDev CRM - Website History
Commercial flow

Quotes to Invoices

Includes:
  • Quote Builder
  • Invoice Builder
  • Quote Status Clarity (Draft, Sent, Viewed, Declined, Accepted, Change Request, Converted)
  • Invoice Status Clarity (Draft, Sent, Change Request, Paid, Overdue, Cancelled)
  • Convert quote-to-invoice at the touch of a button
  • Send Quotes, Invoices & Receipts via email in one click
Quotes capture assumptions early. Invoices formalise agreement. In WebDev CRM, both stay connected—so what was agreed never disappears once delivery starts.
WebDev CRM - Quotes to InvoicesWebDev CRM - Edit QuoteWebDev CRM - Edit Invoice
Delivery

Projects & Progress

Includes:
  • Project status and percentage to completion
  • Customizable kanban board
  • Kanban cards
  • Card user assignment
  • Project tracking and due date
  • Client progress tracking from their secure client portal
Projects inherit decisions from earlier stages — quotes, invoices, and client history stay connected. Status reflects reality, not guesswork.
WebDev CRM - ProjectsWebDev CRM Kanban BoardWebDev CRM Kanban Card
Client-Facing Workflow

Portal, Payments & Communication

WebDev CRM supports client interaction as part of the delivery workflow — not through external platforms or intermediaries.

Clients can view progress, receive invoices, and take action without breaking context or ownership all through the use of magic links.

Stripe payments and SMTP-based email delivery are supported out of the box. You use your own Stripe account and your own email provider, keeping payments, communication, and reputation under your control.

Designed for clients, not admin overhead.
WebDev CRM Client Portal

The WordPress-Native Advantage

WebDev CRM is built directly into WordPress — not layered on top of it or synced to an external service. That decision shapes how data is owned, how workflows evolve, and how client work stays connected over time.
WordPress-native by default
Data lives where your site lives - using WordPress users, permissions, and storage instead of a remote SaaS backend.
SaaS-style experience - local architecture
You get a modern, focused UI without surrendering control to an external platform or subscription lock-in.
Ownership & data locality
Client data, invoices, and history stay on your infrastructure — portable, inspectable, and under your control.
Roles & permissions (without complexity)
Access follows WordPress roles, with light CRM-specific permissions layered on only where needed.
This isn’t about rebuilding a CRM inside WordPress. It’s about letting client work live alongside the sites and systems you already manage.
WebDev CRM doesn’t try to replace every tool.

It focuses on keeping client work coherent over time - inside WordPress.

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About
The WebDev CRM team are dedicated to creating a Wordpress Plugin in support of Web Designers and Developers who value and understand client workflow
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