WP Maintenance CRM

1. Introduction

WP Maintenance CRM (WSM) is a system that agencies and freelancers use to run WordPress maintenance plans. It brings clients, tickets, time tracking, invoices, work reports, newsletter and a branded client portal into a single plugin — no spreadsheets, no scattered emails.

The plugin installs on a single WordPress installation from which you manage all your clients. The entire interface and portal are bilingual (Croatian and English).

2. Installation

Option A — Upload ZIP (recommended)

1. In the WordPress admin go to Plugins → Add New → Upload Plugin.
2. Select wp-maintenance-crm-v3.0.0.zip and click Install Now.
3. Activate the plugin. WP Maintenance CRM appears in the menu.

Option B — FTP/SFTP

1. Unzip the ZIP.
2. Upload the plugin folder to /wp-content/plugins/.
3. Activate the plugin in the WordPress admin.

3. License activation

1. Open WP Maintenance CRM → Settings.
2. Paste the license key you received by email and click Activate.
3. The license status (Active / Expired) is shown in Settings.

Key format: WSMC-XXXX-XXXX-XXXX

4. Clients and plans

Link your WordPress users to maintenance plans and manage them from one place.

• Adding a client: WP Maintenance CRM → Clients → Add Client (name, email, plan, custom price, start date). On creation the client receives a welcome email.
• Plans: customizable prices and billing cycles per client.
• Bulk operations: change plan, send reminders, export and delete for multiple clients at once.
• CSV import: quickly bring in your existing client base from a CSV file.
• Maintenance mode: toggle maintenance mode on/off per individual client.

5. Tickets

Every client request is a ticket with a status and priority — no more scattered emails.

• Statuses, priorities and categories for organization.
• TinyMCE editor for replies.
• File attachments (images and PDF), with ZIP download.
• Automatic email notifications on a new ticket and reply.

6. Time tracking

Log hours per client and, optionally, tied to a specific ticket.

• Fast AJAX form for logging hours.
• Monthly summaries per client.
• Hours are automatically pulled into work reports.

7. Work reports (PDF)

Structured reports that automatically pull data from the CRM.

• Date range picker (from–to).
• Export to PDF with your logo — ready to send to the client.
• The client also sees reports in their portal.

8. Invoices

Upload PDF invoices for a client; the client views and downloads them in the portal, in the Invoices tab.

9. Newsletter

Send messages to all clients, by plan or manual selection.

• TinyMCE editor, merge tags and templates.
• Recipient filtering before sending.
• Log of sent messages.

10. Client portal

Clients log in and see everything themselves — fewer questions for you, a more professional impression for them.

• Six tabs: Overview, Tickets, Hours, Reports, Invoices, Settings.
• Portal theme: Dark / Light / Auto.
• Custom password reset flow with branded portal pages.

The portal and login are set up with shortcodes on pages:

• [wsm_portal] — client portal
• [wsm_login] — client login

11. Dashboard

You see maintenance revenue on the first screen.

• MRR and ARR charts (monthly and annual revenue).
• Client cards and widgets with key figures.
• Overview of open tickets and hours in the current month.

12. White-label and language

• White-label: replace all references to the plugin with your agency's name, logo and brand color — in the admin and in the portal.
• Email customization: header color, footer and signature, with a preview button.
• Language: fully bilingual (HR/EN, 350+ translated strings) — you choose the language in Settings.

13. Technical requirements

14. FAQ

15. Contact and support

For questions and help, reach out to info@media-met.hr. More about products and services at media-met.hr.

Support hours: Mon–Fri, 9:00–17:00 (CET). We reply within one business day; Lifetime customers get priority.