Most small businesses use a chaotic mix of spreadsheets, email chains, and third-party tools to manage clients, employees, and finances. WP ERP offers a better way by putting your operations into one integrated WordPress dashboard—without the cost or complexity of traditional ERP software.

But like most flexible tools, WP ERP takes a bit of configuration to get right. If you’re trying to use the plugin out of the box and finding it overwhelming or limited, you’re not alone.

At theWPGirls, we help solopreneurs, startups, agencies, and growing teams take full advantage of WP ERP’s modules—HR Management, CRM, and Accounting—so they can streamline workflows, reduce chaos, and stay organized across every part of the business.

We begin by helping you define what you actually need WP ERP to do. Do you want to track leads and customer communications? Manage employees, onboarding, or leave requests? Generate reports and invoices? We map out your use case and guide you through which modules to activate and how to configure them properly.

For the CRM module, we help set up contact segmentation, activity logging, email syncing, and deal pipelines. We’ll customize your contact stages and create workflows that fit your actual sales or client onboarding process—not just generic templates.

For HR management, we configure employee roles, designations, leave policies, and onboarding flows. Whether you have a small team or plan to grow, we’ll set it up so you can easily track attendance, manage departments, and document internal changes. We also help integrate WP ERP with email notifications and ensure that employee requests get routed correctly.

The Accounting module can be a lifesaver if set up right—or a nightmare if ignored. We help you configure your chart of accounts, create income/expense categories, manage customers and vendors, set up recurring payments, and generate financial reports. Whether you’re a freelancer tracking income or an agency billing retainers, we’ll make WP ERP’s accounting features work for your business.

WP ERP also supports extensions for things like payroll, HR front-end views, document management, and integration with tools like Mailchimp and WooCommerce. We help you pick and configure the right extensions so you only pay for what you need.

Already using WP ERP but it’s a mess behind the scenes? We offer full audits and cleanup. That includes fixing broken leave policies, correcting user roles, repairing CRM pipelines, or syncing data after plugin updates.

And if you’re running WP ERP for client sites, we offer white-label support and setup. We can handle the back-end configuration while you manage client strategy, team training, and handoff.