WP ERP Deals

Description

The Deals add-on adds a sales pipeline to the WP ERP CRM module, recording deals in customizable stages with monetary value, closing probability, and an expected completion date. Built for sales teams that already track contacts and companies in the CRM and need to visualize the funnel of ongoing opportunities, organize follow-ups by stage, and measure the projected revenue of each active deal within the same admin panel.

Key Features of Deals

• Visual opportunity pipeline
  Organizes deals into columns by stage within the WP ERP CRM.
• Configurable stages
  Lets you create, rename, and reorder funnel phases according to the sales process.
• Value and probability per deal
  Stores expected ticket, closing percentage, and the expected date in each deal.
• Linked to contacts and companies
  Connects each deal to the contact and company records already added in the CRM.
• Filters and tracking
  Filters deals by stage, owner, and time period to view the ongoing funnel.

Benefits of Deals

• Clearer revenue forecasting
  Turns deal history into a billing projection by period.
• Focus on priority deals
  Highlights opportunities with higher value and probability to concentrate sales effort.
• Centralized sales history
  Keeps contacts, companies, and deals in the same WordPress admin panel.
• Objective pipeline meetings
  Supports weekly sales meetings with funnel data always up to date.

Who Deals Is Intended For?

• Anyone already using the WP ERP CRM and wants to see opportunities in funnel format.
• Sales teams that need to track value and closing probability per deal.
• B2B operations that manage multiple proposals in parallel within WordPress.

How to Download Deals

Deals is available for download here on Ultrapack. After downloading the .zip file, install it in Plugins > Add New > Upload plugin, select the .zip, and activate it. With WP ERP already in use, the Deals module appears inside the CRM menu, ready to receive deals.

Commercial teams that already organize contacts in the WP ERP CRM benefit from Deals with a visual layer of opportunities, closing the loop between prospecting and sales within the same panel. The ability to filter by stage, owner, and projected period turns deal history into revenue forecasting, supporting pipeline meetings and decisions on where to focus sales effort in the next cycles.

Frequently asked questions