Business Manager – HR, ERP & Projects


Business Manager is a free HR, ERP & Project Management plugin that allows you to easily manage your employees, projects, clients & documents.

Visit our website to find out more
Coming Soon Features | Documentation | Extensions | Support

Business Manager Core Features

  • Employees – Keep detailed personnel files, track leave/holidays & performance reviews. Create login accounts for Employees to control their access to Business Manager features
  • Projects – Kanban board, start/finish dates, % complete, assign clients & employees
  • Clients – Keep a Rolodex of clients & their staff members
  • Documents – Centralize your company’s documents & templates including version control

HR Management

At the heart of Business Manager lies a HR management system that allows you to keep detailed employee records including:

  • Employment Details – Job title, job status, type, start & finish dates, work contact details.
  • Personal Details – Name, DOB, phone, address, emergency contacts and more.
  • Employee Notes – Keep ongoing notes for the employee.
  • Employee Files – Upload employee documents such as resume and application, contracts, disciplinary files or training documents.
  • Leave/Holidays – Easily track employee leave requests and approve or deny the requests
  • Performance Reviews – Create performance reviews for each employee. Ratings, Strong/Weak Points, Goals and more
  • Custom Fields – Create any other fields you need using the Custom Field extension

Project Management

Manage your projects with ease using Business Manager:

  • Advanced drag and drop kanban board / task manager system
  • Assign project to an Employee
  • Assign project to a Client
  • Track start & end dates
  • Track hours & days spent on project
  • Track the percentage complete (%)
  • Assign Project Type
  • Assign Project Status
  • Upload files – General Files & Contract Files sections
  • Keep project notes

Client Management

Manage all of your clients and your clients’ staff members. Throw out your rolodex!

  • Add client details – Phone, email, website, working hours, logo
  • Add unlimited staff members – Name, email, phone & department
  • Upload files – General Files & Contract Files sections
  • Keep client notes

Document Management

Need a place to store all of your company’s documents, files and templates?

  • Document versioning system
  • Add the employee who uploaded the file, date uploaded/updated, version and file
  • Assign documents to department
  • Keep document notes notes



Please visit the Business Manager website at for documentation


  • Business Manager Dashboard
  • Employees Overview
  • Editing an Employee
  • Editing a Performance Review
  • Editing a Project
  • Editing a Client
  • Editing a Document
  • General Settings


Minimum Requirements

  • PHP version 7.2 or greater
  • MySQL version 5.0 or greater (MySQL 5.6 or greater is recommended)
  • Business Manager requires WordPress 5.0+

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of Business Manager, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New.

In the search field type “Business Manager” and click Search Plugins. Once you’ve found our plugin you can install it by simply clicking “Install Now”.


September 24, 2020
Very nice CRM plugin for small business! What you see is what you get! It’s simple, easy to use, and to the point. Excited to see how this plugin further develops, a high potential plugin! Go4it Brian 😉
August 3, 2018
Great CRM plugin for small businesses! It’s simple, easy to use, and to the point. Exactly what I needed for my small business. Excited to see how this plugin further develops.
Read all 10 reviews

Contributors & Developers

“Business Manager – HR, ERP & Projects” is open source software. The following people have contributed to this plugin.




  • Added new address fields for Employees.
  • Added new address and tax ID fields for Clients.
  • Improved the Tasks interface.
  • Bug fix for handling pluggable functions.
  • Bug fix for CMB2 Conditionals conflict with WooCommerce Variable Products.
  • Miscellaneous bug fixes for Employee Login Accounts and Access.
  • Behind-the-scenes changes to make future extensions easier to develop.


  • New Employee Login Accounts and Access feature. Learn more at
  • Miscellaneous bug fixes.
  • Now requires at least WordPress 5.0 and PHP 7.2.


  • WordPress 5.5 compatability fixes.
  • Miscellaneous bug fixes.


  • Changed date pickers to use international date format (ISO 8601).
  • Adjusted certain interface elements to better match the WordPress 5.0 admin changes.
  • Spanish language support.


  • Fixed an issue with Employee names not properly displaying in various drop downs.


  • Improved filtering options for all modules.
  • Added support for Employee photos and integrated them throughout the interface.
  • General bug fixes.


  • Interface changes throughout each of the modules: improved the look and function of many inputs and standardized default box positions.
  • Improved List views for Clients (no more unreasonably sized logos) and Employees.
  • Added Business Name and Logo to Dashboard (when available).
  • Removed module filters from the basic WordPress Posts table view.
  • Dashboard appearance now changes based on a module’s disabled status.
  • General bug fixes and tweaks.


  • TASKS feature was not working properly
  • Attach file to TASKS


  • Fix Dashboard hyperlinks to header sections


  • Fix PHP warning regarding money_format function


  • Update CMB2 library to latest version which addresses PHP7 issues.