{"id":308113,"date":"2026-05-08T02:08:09","date_gmt":"2026-05-08T02:08:09","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/clientbeacon-crm\/"},"modified":"2026-05-08T02:07:53","modified_gmt":"2026-05-08T02:07:53","slug":"calliope-sales-workspace","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/calliope-sales-workspace\/","author":21100331,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.26","stable_tag":"1.0.26","tested":"6.9.4","requires":"6.0","requires_php":"7.4","requires_plugins":null,"header_name":"Calliope Sales Workspace","header_author":"CalliopeWP","header_description":"Manage clients, products, quotes, and sales workflows inside WordPress and WooCommerce.","assets_banners_color":"394255","last_updated":"2026-05-08 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Sales Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales work inside WordPress.<\/p>\n\n<p>Instead of jumping between spreadsheets, notes and disconnected files, you can keep your clients, products and quote documents organized from the same admin area you already use.<\/p>\n\n<p>The free plugin focuses on the essentials: a simple CRM-style client list, a lightweight product catalog and quote documents you can create, edit, view and print.<\/p>\n\n<h4>What you can do with the free plugin<\/h4>\n\n<ul>\n<li>Manage clients with company\/name, email, phone and notes.<\/li>\n<li>Search and organize your client list from WordPress.<\/li>\n<li>Create and maintain a basic product catalog.<\/li>\n<li>Add product name, price, category and active\/inactive status.<\/li>\n<li>Create quote documents connected to clients and products.<\/li>\n<li>Edit quantities, prices, totals and internal quote details.<\/li>\n<li>View, print or save quote documents from the browser.<\/li>\n<li>Keep the workflow simple, fast and easy to understand.<\/li>\n<li>Use the plugin without artificial limits on clients, products or quotes.<\/li>\n<\/ul>\n\n<h4>Built for real sales work<\/h4>\n\n<p>Calliope Sales Workspace is designed for people who need a useful sales tool, not a bloated platform.<\/p>\n\n<p>It is a good fit for:<\/p>\n\n<ul>\n<li>Web agencies that prepare quotes for clients.<\/li>\n<li>Local businesses that sell products or services by quotation.<\/li>\n<li>Freelancers who want a cleaner sales workflow inside WordPress.<\/li>\n<li>Small teams that need a shared place for clients, products and quotes.<\/li>\n<li>WooCommerce site owners who want a more sales-focused workspace around their catalog and customers.<\/li>\n<\/ul>\n\n<h4>Why this plugin is different<\/h4>\n\n<p>Many CRM plugins are too complex for small teams. Calliope Sales Workspace keeps the free experience focused on the tasks that matter most:<\/p>\n\n<ul>\n<li>Add the client.<\/li>\n<li>Add or select products.<\/li>\n<li>Create the quote.<\/li>\n<li>Review the total.<\/li>\n<li>Print or save the document.<\/li>\n<li>Keep the record inside WordPress.<\/li>\n<\/ul>\n\n<p>No unnecessary setup. No artificial free limits. No complicated onboarding.<\/p>\n\n<h4>Optional Pro add-on<\/h4>\n\n<p>Calliope Sales Workspace Pro is an optional separate add-on available from CalliopeWP.<\/p>\n\n<p>The Pro add-on is intended for teams that need more advanced workflows, such as enhanced quote actions, custom branding, professional printable documents, CSV import\/export, WooCommerce-connected product workflows, product images, sales rep tools, client assignment tools, WhatsApp\/email sharing and sales team reporting.<\/p>\n\n<p>The free plugin remains fully functional for basic clients, products and quotes management.<\/p>\n\n<h4>External services<\/h4>\n\n<p>The free plugin does not connect to external services automatically and does not send your site data to third-party services for its core functionality.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the plugin folder to <code>\/wp-content\/plugins\/<\/code>, or install it from the WordPress Plugins screen.<\/li>\n<li>Activate <strong>Calliope Sales Workspace<\/strong>.<\/li>\n<li>Open <strong>Calliope Sales Workspace<\/strong> in the WordPress admin menu.<\/li>\n<li>Add your first client.<\/li>\n<li>Add products or services.<\/li>\n<li>Create your first quote.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20the%20free%20plugin%20have%20limits%20for%20clients%2C%20products%20or%20quotes%3F\"><h3>Does the free plugin have limits for clients, products or quotes?<\/h3><\/dt>\n<dd><p>No. The free plugin does not add artificial limits for basic clients, products or quotes.<\/p><\/dd>\n<dt id=\"can%20i%20use%20it%20without%20woocommerce%3F\"><h3>Can I use it without WooCommerce?<\/h3><\/dt>\n<dd><p>Yes. The free plugin can be used as a standalone sales workspace inside WordPress.<\/p><\/dd>\n<dt id=\"can%20i%20print%20or%20save%20a%20quote%20as%20pdf%3F\"><h3>Can I print or save a quote as PDF?<\/h3><\/dt>\n<dd><p>Yes. Quotes include a browser-based view\/print screen. You can print the document or save it as PDF using your browser.<\/p><\/dd>\n<dt id=\"does%20the%20free%20plugin%20require%20an%20external%20service%3F\"><h3>Does the free plugin require an external service?<\/h3><\/dt>\n<dd><p>No. The free plugin works inside WordPress and does not require external services for its core functionality.<\/p><\/dd>\n<dt id=\"is%20there%20a%20pro%20version%3F\"><h3>Is there a Pro version?<\/h3><\/dt>\n<dd><p>Yes. Calliope Sales Workspace Pro is a separate optional add-on for advanced workflows. The free plugin remains fully usable on its own.<\/p><\/dd>\n<dt id=\"who%20is%20this%20plugin%20for%3F\"><h3>Who is this plugin for?<\/h3><\/dt>\n<dd><p>It is built for small businesses, freelancers, agencies and sales teams that want a simple way to manage clients, products and quote documents inside WordPress.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.24<\/h4>\n\n<ul>\n<li>Improved the WordPress.org readme for clearer positioning and better discovery.<\/li>\n<li>Refined the optional Pro add-on messaging to avoid overpromising unavailable report modules.<\/li>\n<\/ul>\n\n<h4>1.0.23<\/h4>\n\n<ul>\n<li>Fixed Spanish translation encoding so accented characters display correctly.<\/li>\n<\/ul>\n\n<h4>1.0.22<\/h4>\n\n<ul>\n<li>Added packaged Spanish translations for es_ES and es_AR.<\/li>\n<\/ul>\n\n<h4>1.0.21<\/h4>\n\n<ul>\n<li>Cleaned prefixed variable names in admin views.<\/li>\n<\/ul>\n\n<h4>1.0.20<\/h4>\n\n<ul>\n<li>Improved WordPress Plugin Check compatibility.<\/li>\n<\/ul>\n\n<h4>1.0.13<\/h4>\n\n<ul>\n<li>Hide the optional Pro add-on presentation when Calliope Sales Workspace Pro is already active.<\/li>\n<\/ul>\n\n<h4>1.0.12<\/h4>\n\n<ul>\n<li>Free scope cleanup for basic clients, products, and quotes.<\/li>\n<li>Removed visible advanced workflows from the free admin screens.<\/li>\n<\/ul>","raw_excerpt":"A clean sales workspace for WordPress: manage clients, products and quote documents without turning your admin into a complicated enterprise CRM.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/308113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=308113"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/mairaforesto"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=308113"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=308113"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=308113"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=308113"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=308113"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=308113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}