Description

Rusenas CRM turns your WordPress admin into a small but complete CRM. It adds Projects and Tasks, a Calendar of upcoming work, and a notification system, and it gates every feature with the standard WordPress roles and capabilities. Everything runs on your own site — there are no external services and no visitor tracking.

Features:

Projects with a description, file attachments (WordPress media library), a configurable status, comments, and a per-project access list.
Tasks that belong to a project and are assigned to a user, each with a description, files, status, due date and comments.
Calendar with monthly and daily views of tasks by due date.
Notifications delivered through native WordPress surfaces: an admin-bar bell with an unread badge, a dashboard widget, a notifications screen, and optional email.
Email notifications through WordPress’s own mailer (wp_mail), with a site-wide switch and a per-user opt-out on the profile screen.
Read & comment view for opening a project or task to read it and add comments — available to anyone with access, including users who cannot edit.
Quick Edit for changing a record’s status and name inline; all editing is limited to administrative-group users who also have access to that record.
Role-based access control with a configurable capability matrix (Administrator, Editor, Author, Contributor, Subscriber).
Configurable settings: status lists, default calendar view, and notification triggers.
Multilingual interface that follows the WordPress site and per-user language.

Languages

The interface language follows the WordPress Site Language (Settings General) and each user’s Language (Users Profile) automatically. Bundled translations:

English (en_US) — source language and fallback
Russian (ru_RU)
German (de_DE)
Filipino (fil)
French (fr_FR)

A rusenas-crm.pot template and editable .po sources are included in the languages folder for adjusting or adding translations.

Terms and Privacy

By installing and using this plugin you agree to its Terms and Conditions. Please also review the Privacy Policy. The plugin is self-contained and does not send data to Rusenas or track visitors.

Terms and Conditions: https://rusenas.com/products/minicrm/terms/
Privacy Policy: https://rusenas.com/products/minicrm/privacy/

Installation

Upload the plugin folder to the /wp-content/plugins/ directory, or install it through the WordPress Plugins screen.
Activate the plugin through the Plugins screen in WordPress.
Open Rusenas CRM in the admin menu.
Optionally review Rusenas CRM Settings to adjust statuses, the default calendar view, notification triggers, and the capability matrix.
Create your first project and start adding tasks.

FAQ

Does this plugin use any external service?: No. Rusenas CRM is entirely self-contained. It does not call any remote service, and it does not track visitors on your website.
Who can see a project or task?: Access is controlled per record. A project is visible to the users on its access list (plus its author); a task is visible to its assignee. Users with a managing capability see everything. Reading and commenting are available to anyone with access; editing requires an administrative-group capability and access to that specific record.
How do notifications reach users?: In-app notifications (the admin-bar bell, the dashboard widget, and the notifications screen) are always on for users with CRM access. Email is optional: the administrator enables it site-wide under Settings, and each user can opt out on their own profile page.
How does the plugin choose its language?: It uses your WordPress language settings. Admin screens follow each user’s profile Language; otherwise the site language is used. If no translation exists for the chosen locale, the interface falls back to English.
Will my data be removed if I uninstall?: Deleting the plugin removes its settings, capabilities, the notifications table, and all projects and tasks it created. Deactivating the plugin keeps your data.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Rusenas CRM” is open source software. The following people have contributed to this plugin.

rusenas

“Rusenas CRM” has been translated into 1 locale. Thank you to the translators for their contributions.

Translate “Rusenas CRM” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

0.4.11

Rendered the project/task description without invoking the core “the_content” filter.
Scoped the uninstall routine inside a prefixed function to avoid global variables.

0.4.10

Moved translation loading to the init hook to avoid loading translations too early.
Lowered the admin menu position so it no longer competes with core WordPress menu items.

0.4.9

Enqueued the Quick Edit script via wp_enqueue_script instead of inline output.
Renamed internal functions, classes, constants, options, post meta, capabilities, post types, hooks, and the notifications table to use a unique “rusecr” prefix, avoiding naming collisions.

0.4.8

Aligned the text domain with the plugin slug (“rusenas-crm”) to resolve Plugin Check text-domain warnings; renamed the translation files accordingly.

0.4.7

Resolved the remaining WordPress Plugin Check warnings (settings form routing and the uninstall table cleanup).

0.4.6

Resolved WordPress Plugin Check issues: set a proper Plugin URI, used prepared statements and object caching for the notifications table, added nonce verification and input sanitization in the settings and file handlers, and documented the unavoidable meta queries.

0.4.5

Added links to the Terms and Conditions and Privacy Policy.

0.4.4

Minor updates and error fixes.

0.4.3

Added the plugin logo and admin branding (menu icon and dashboard header).

0.4.2

Tested with WordPress 7.0.
Minor updates and fixes.

0.4.1

Reviewed code and added required information.

0.4.0

Added an interface that follows the WordPress site and per-user language, with translations for English, Russian, German, Filipino and French.
Added a translation template (rusenas-crm.pot) and .po/.mo catalogs in the languages folder.
Added this readme.txt.
Improved the “time ago” wording so it reads naturally in every supported language.

0.3.0

Added a read-only record view for opening a project or task to read it and add comments, available to any user with access (no edit rights required).
Added Quick Edit support for changing a record’s status and name (title) inline on the Projects and Tasks list screens.
Restricted all editing to administrative-group users who also have access to the specific record.
Repointed dashboard, calendar and notification links to the new read view, and added a “View” row action.

0.2.0

Connected notifications to WordPress email via wp_mail, with HTML messages and event-specific subjects (assignment, comment, status change).
Added a site-wide email switch and a per-user email preference on the WordPress profile screen; in-app notifications remain always on.

0.1.0

Initial development build.
Projects and Tasks as custom post types, with descriptions, media-library file attachments, configurable statuses, native comments and per-record access.
Monthly and daily Calendar of task due dates.
Notifications through the admin bar, a dashboard widget and a notifications screen.
Role- and capability-based access control with a configurable capability matrix.
Settings for status lists, default calendar view and notification triggers.