WP Manifestindependent plugin directory
manifest / users / evolvewp.clientjourney

EvolveWP ClientJourney

A WordPress-centric CRM for managing client onboarding, subscription packages, and automated account provisioning.

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/fifecic/evolvewp.clientjourney/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.

CRM, proposals, and client portal for the EvolveWP ecosystem.

Built by FifeCIC | Part of the EvolveWP Ecosystem


Overview

EvolveWP ClientJourney manages the full client lifecycle within WordPress — from initial enquiry through proposals, phased agreements, digital signatures, payments, and an ongoing client portal.

Requires: EvolveWP Core

Planned Features

  • Client onboarding wizard
  • Phased agreement system with digital signatures
  • Stripe payment integration
  • Client portal (frontend)
  • Proposal templates and tracking
  • CRM contact management

Installation

  1. Install and activate EvolveWP Core
  2. Upload EvolveWPClientJourney to /wp-content/plugins/
  3. Activate via WordPress Admin → Plugins

Requirements

  • WordPress 5.6+
  • PHP 7.4+
  • EvolveWP Core (required dependency)

Licence

GPL-3.0-or-later — see LICENSE for details.