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Segments - CRM & Project Management WordPress Theme
By : CodeVisionThemes Published on Friday, January 27, 2017,07:18:39 in WordPress Themes
Official theme & plugin documentation
* Before purchase please donât forget to check documentation
Make Business. Faster. Better. Using Segments.
Segments is an advanced CRM and project management theme made for WordPress. Main purpose of this theme is to simplify business processes for companies. By using Segments theme you will get your company headquarters available in few clicks. * We understand how complex company processes could be. Each company has different workflows and data processing. So if you found something what could be improved please feel free to contact us through our contact form with the detailed description. Keep in mind that it is not possible to implement everything but we will do our best to add at least new filters and actions to easily extend current functionality in your third party plugin.CRM System
Easily manage all your contacts. You can create unlimited persons which you can assign to companies. Now all your employees will be available to access all contacts and schedule meetings which will appear in the calendar as new event. Of course all CRM types (person, company, touchpoint) have their own administration screens where you can do basic CRUD operationsProject Management
Before starting a new project you can create a proposal for the client and then send it as PDF. Create new projects and manage all your tasks. Each task can be assigned to different employee. When the task is completed mark it as closed. All tasks will appear as new events in the calendar.Company Processes
Track all expenses and create invoices to see complex information about the company. You can easily access all employees information as well. After successful creation of invoice or estimate you can download theme as PDF and send them to your clients.Supported CRM & Projects Tools
CRM & Project Management Features
Smooth Installation Experience
- Download theme from ThemeForest (ZIP file containing style.css).
- Upload, install and active theme under âAppearance â Themesâ.
- Install and activate all plugins which will appear at the top of admin.
- Run one click installation from âTools â One Click Installationâ.
- Set permalinks to âPost nameâ under âSettings â Permalinksâ and save.
Theme Features
CRM on Front EndExperience the CRM & Project Management functionality on front end instead of accessing WordPress admin. Corporate Website
With the Segments you are able to create good looking corporate website and CRM system available after logging in. One Click Installation
Import demo content and get configured website by using our one click installation tool. You can fint this functionality under âTools â One Click Installationâ. Fully Responsive
All components are made to fit from mobile resolution to large desktops using CSS media queries and Susy SASS module. Services
Easily create list of services provided by your company. Services are available as custom post type in WordPress admin. Services are available under â/servicesâ URI as post type archive page. Testimonials
Show what your customers thinks about your business. Testimonials are available as custom post type as well and could be accessed by visiting â/testimonialsâ URI. Team Members
Display your colleague information on the front end. Team members are available as archive page with the â/membersâ. Child Theme
We recommend to use child theme to make your customizations and not to loose the changes after update. SASS & Susy
All CSS styles are written in SASS by using Susy library. Everything is well structured and organized. Experienced developers will be happy to work with it. Envato Market Plugin
Bored by manually updating theme? No problem at all. Theme is bundling Envato Market plugin which will help you to get automatic updates.




