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EvolveWP ClientJourney

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

by FifeCIC · github.com/fifecic/evolvewp.clientjourney · website

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/fifecic/evolvewp.clientjourney/archive/refs/heads/main.zip
Readme github.com/fifecic/evolvewp.clientjourney ↗

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.