Title: Cloodo WP Workplace – CRM & Project Management for Services Business Author: cloodoteam Published: 19 de septiembre de 2022 Last modified: 9 de abril de 2026 --- Buscar plugins ![](https://ps.w.org/cloodo-worksuite/assets/banner-772x250.png?rev=3050976) Este plugin **no se ha probado con las últimas 3 versiones mayores de WordPress**. Puede que ya no tenga soporte ni lo mantenga nadie, o puede que tenga problemas de compatibilidad cuando se usa con las versiones más recientes de WordPress. ![](https://ps.w.org/cloodo-worksuite/assets/icon-256x256.png?rev=3050976) # Cloodo WP Workplace – CRM & Project Management for Services Business Por [cloodoteam](https://profiles.wordpress.org/cloodoteam/) [Descargar](https://downloads.wordpress.org/plugin/cloodo-worksuite.2.3.1.zip) * [Detalles](https://es.wordpress.org/plugins/cloodo-worksuite/#description) * [Valoraciones](https://es.wordpress.org/plugins/cloodo-worksuite/#reviews) * [Instalación](https://es.wordpress.org/plugins/cloodo-worksuite/#installation) * [Desarrollo](https://es.wordpress.org/plugins/cloodo-worksuite/#developers) [Soporte](https://wordpress.org/support/plugin/cloodo-worksuite/) ## Descripción Turn your WordPress site into a complete **Digital Workplace** — manage **CRM, ERP, Projects, Helpdesk, Services, and Client Portal** in one connected system powered by Cloodo WorkSuite. ### “Your WordPress site looks professional. But does it actually run your service business?” We’ve spent over 15 years building and selling structured service packages online— from digital solutions to automation systems and support contracts. And we kept seeing the same problem: Agencies running **WordPress** But managing operations in 6–8 different tools. * CRM in one system * Projects in another * Tickets via email * Chat in WhatsApp * Proposals in PDF * Tasks in Trello * Invoices somewhere else Nothing connected. ### The Hidden Problem with Service Businesses on WordPress **WordPress powers over 43% of all websites globally.** A majority of **small and medium service businesses** rely on WordPress as their digital storefront. But WordPress was built for publishing — not managing service operations. So service companies struggle with: * No structured **Service Packages** or **Pricing Tables** * Scattered leads across forms, email, and chat * Manual conversion from quote project task * No unified **CRM + Project Management + Helpdesk** * No built-in **Client Portal** * Too many disconnected plugins Growth creates chaos instead of clarity. ### Why We Built Cloodo Workplace We didn’t want another generic plugin. We built **Cloodo Workplace for WordPress** specifically for **service-based businesses**. It connects your website to **Cloodo WorkSuite**, creating a complete: **CRM • ERP • Project Management • Helpdesk • HRM • Client Portal • AI Automation** All inside one connected ecosystem. ### AI-Powered QuickStart Starting from a blank page is hard. So Cloodo integrates **AI automation** directly into activation. After connecting your site, Cloodo AI analyzes your: * Business profile * Website content * Industry focus * Brand positioning Then automatically generates: * Company profile * Structured **Service Packages** * Pricing sections * FAQs * Testimonials * Portfolio samples * Helpdesk structure Within minutes, your WordPress site becomes a **Lean Professional Service Page**. You can edit everything inside **Cloodo WorkSpace** in your WordPress Admin. No blank page. No copywriting stress. No expensive consultants. ### WorkSpace (Inside WordPress) Manage your business content directly from WordPress: * Services & Pricing Packages * Testimonials & Portfolio * FAQs & Highlights * Company & Team Profiles * Shortcodes & Widgets Built specifically for **service management**, not product catalogs. ### Client Portal & Helpdesk Cloodo automatically creates a **Helpdesk** and **Client Portal** for logged-in users. Clients can: * Submit and track support tickets * View projects and milestones * Monitor tasks * Access proposals and invoices * Track payment status Improve transparency and client experience. ### WorkSuite (Cloud Backend) Cloodo WorkSuite is a **lightweight but powerful CRM and Project Management system** built for service teams. Unlike heavy ERP systems or complex PM tools: * No overwhelming setup * No enterprise-only complexity * No unnecessary modules Includes: * CRM * Project Management * Task & Milestone Tracking * Estimates & Proposals * Invoicing * Helpdesk System * Basic HRM * KPI Dashboard Enough structure to scale. Simple enough to use immediately. ### One Connected Workflow Service Page Quote CRM Lead Proposal Project Task Invoice Support Ticket Review Cloodo connects your entire **service lifecycle** in one system. Your WordPress website becomes more than marketing. It becomes your **Business Command Center**. ## Capturas [⌊Service Package Editor⌉⌊Service Package Editor⌉[ Service Package Editor [⌊Project Management Dashboard⌉⌊Project Management Dashboard⌉[ Project Management Dashboard [⌊Client Portal - Milestones Tracking⌉⌊Client Portal - Milestones Tracking⌉[ Client Portal – Milestones Tracking [⌊Client Portal - Support Tickets⌉⌊Client Portal - Support Tickets⌉[ Client Portal – Support Tickets [⌊Settings - WooCommerce Sync⌉⌊Settings - WooCommerce Sync⌉[ Settings – WooCommerce Sync [⌊Public Service Page & Landing Page⌉⌊Public Service Page & Landing Page⌉[ Public Service Page & Landing Page [⌊AI Onboarding - Content Generation⌉⌊AI Onboarding - Content Generation⌉[ AI Onboarding – Content Generation [⌊Employee & HRM Management⌉⌊Employee & HRM Management⌉[ Employee & HRM Management [⌊Testimonials & Reviews Management⌉⌊Testimonials & Reviews Management⌉[ Testimonials & Reviews Management [⌊Client Portal - Projects Overview⌉⌊Client Portal - Projects Overview⌉[ Client Portal – Projects Overview [⌊Company Profile Editor⌉⌊Company Profile Editor⌉[ Company Profile Editor [⌊Shortcode & Widget Guide⌉⌊Shortcode & Widget Guide⌉[ Shortcode & Widget Guide [⌊AI Onboarding - Helpdesk Sync⌉⌊AI Onboarding - Helpdesk Sync⌉[ AI Onboarding – Helpdesk Sync [⌊Helpdesk - Ticket Management Dashboard⌉⌊Helpdesk - Ticket Management Dashboard⌉[ Helpdesk – Ticket Management Dashboard [⌊Service Catalog Management⌉⌊Service Catalog Management⌉[ Service Catalog Management [⌊Client Portal - Support Center⌉⌊Client Portal - Support Center⌉[ Client Portal – Support Center [⌊AI Onboarding - WorkChat Setup⌉⌊AI Onboarding - WorkChat Setup⌉[ AI Onboarding – WorkChat Setup [⌊AI Onboarding - WhatsApp API Setup⌉⌊AI Onboarding - WhatsApp API Setup⌉[ AI Onboarding – WhatsApp API Setup [⌊FAQ Management⌉⌊FAQ Management⌉[ FAQ Management [⌊Settings - Forms⌉⌊Settings - Forms⌉[ Settings – Forms [⌊Settings - Service Order Sync⌉⌊Settings - Service Order Sync⌉[ Settings – Service Order Sync ## Bloques Este plugin proporciona 2 bloques. * Cloodo Services Grid * Cloodo Service Detail ## Instalación 1. Upload the plugin files to `/wp-content/plugins/cloodo-workplace` or install via the WordPress Plugin Directory. 2. Activate the plugin through the ‘Plugins’ screen in WordPress. 3. Upon activation, your Cloodo account will be automatically created or linked. 4. Follow the onboarding wizard to import AI-generated service content. 5. Configure your Helpdesk and LiveChat settings. 6. Start managing services, clients, and projects. ## FAQ ### Do I need to manually register a Cloodo account? No. The plugin automatically creates or connects your account using your WordPress admin email and domain. ### Is this compatible with my theme? Yes. All widgets and shortcodes are responsive and compatible with most modern WordPress themes. ### Is this a replacement for WooCommerce? No. Cloodo is built for **service-based businesses**, not product-based eCommerce. ### Can clients track their projects? Yes. Clients can log in to access the **Client Portal**, view projects, milestones, tickets, and invoices. ### Does it include AI features? Yes. Cloodo includes **AI-powered QuickStart** to generate structured service content automatically. ## Reseñas ![](https://secure.gravatar.com/avatar/e0ba1d0a1b683e686a07e412f865e44e348ff7934b54684e7b0fe2cab7ab7b0b? s=60&d=retro&r=g) ### 󠀁[Not a WordPress-enabled ERP](https://wordpress.org/support/topic/not-a-wordpress-enabled-erp/)󠁿 [Aurovrata Venet](https://profiles.wordpress.org/aurovrata/) 21 de agosto de 2025 This plugin is a facade to an online cloud-based ERP which I haven't tried as I simply disabled the plugin after realising their registration process is filled with trackers to shove the service down your throat. ![](https://secure.gravatar.com/avatar/531203bc8c509c6ec92b265d689a4fba0161ee26bad39d43920adcc54b9b65f0? s=60&d=retro&r=g) ### 󠀁[Does the job just right!](https://wordpress.org/support/topic/does-the-job-just-right-2/)󠁿 [scoutundefined67q](https://profiles.wordpress.org/scoutundefined67q/) 28 de marzo de 2024 Using the free version of Worksuite WP as opposed to any paid tiers has its drawbacks. But Worksuite WP delivers on what it promises! The CRM seamlessly integrates with the other modules, providing a holistic view of your leads, clients, and associated data. The additional features and scalability are well worth the investment, especially for businesses that prioritize lead and client relationships. ![](https://secure.gravatar.com/avatar/396782140c5f9a57a10e2ed2d2aade9bc419a14c831524c4821ec7cf962e0432? s=60&d=retro&r=g) ### 󠀁[Greatly helpful and boosts online business significantly](https://wordpress.org/support/topic/greatly-helpful-and-boosts-online-business-significantly/)󠁿 [Myra Gallacher](https://profiles.wordpress.org/gallacher18m/) 18 de marzo de 2024 I recently installed the WorkSuite WP plugin on our WordPress site for team use. The installation was straightforward, and the interface intuitive, offering a variety of useful features and applications. Particularly beneficial is the Leads & Clients Management. However, there's room for improvement, especially in providing more detailed tutorials for first-time users to leverage all features for a better user experience. Overall, with some minor enhancements, it could significantly aid small businesses like ours in managing leads and clients effectively. ![](https://secure.gravatar.com/avatar/23223dd19874c68acacc3de3dfbc57824cbefebecd24987a6ae97713aa751ca3? s=60&d=retro&r=g) ### 󠀁[very good plugin](https://wordpress.org/support/topic/very-good-plugin-2744/)󠁿 [peter634](https://profiles.wordpress.org/peter634/) 3 de noviembre de 2023 I think this plugin is awesome. ![](https://secure.gravatar.com/avatar/b05d1ffdf31e248776ce6697e0032ea08d2823e0d7e246a8881c399a4345445a? s=60&d=retro&r=g) ### 󠀁[I love this plugin!](https://wordpress.org/support/topic/i-love-this-app-i-am-learning-more-and-more/)󠁿 [rosalynaustin31](https://profiles.wordpress.org/rosalynaustin31/) 22 de octubre de 2025 I used the plugin to set up my agency website easily a lot. Many Thanks ![](https://secure.gravatar.com/avatar/52950d4622610340237ee2cb3403f2af7bde03561c163d7441583f4c87996f71? s=60&d=retro&r=g) ### 󠀁[Great sales write up…](https://wordpress.org/support/topic/great-sales-write-up/)󠁿 [SCMG1](https://profiles.wordpress.org/scmg1/) 20 de agosto de 2023 Great sales write up – MANDATORY registration to outside site – refuses to connect… OH well… another one bites the dust with best intentions at heart… when you get it right – please let everyone know ! [ Leer todas las 6 reseñas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/) ## Colaboradores y desarrolladores «Cloodo WP Workplace – CRM & Project Management for Services Business» es un software de código abierto. Las siguientes personas han colaborado con este plugin. Colaboradores * [ cloodoteam ](https://profiles.wordpress.org/cloodoteam/) [Traduce «Cloodo WP Workplace – CRM & Project Management for Services Business» a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/cloodo-worksuite) ### ¿Interesado en el desarrollo? [Revisa el código](https://plugins.trac.wordpress.org/browser/cloodo-worksuite/), echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/cloodo-worksuite/) o suscríbete al [registro de desarrollo](https://plugins.trac.wordpress.org/log/cloodo-worksuite/) por [RSS](https://plugins.trac.wordpress.org/log/cloodo-worksuite/?limit=100&mode=stop_on_copy&format=rss). ## Registro de cambios #### 2.3.1 * Add Service Highlights & FAQs Support with Enhanced UI and Rendering * Revamp UI Responsive Styles & Introduce Service Order Sync Integration * Integrate WordPress default forms & enhance CF7 automation #### 2.3.0 (February 23, 2026) * Major AI improvement: Enhanced AI QuickStart engine with smarter business profile detection. * Improved Service Package Builder with better pricing layout and CTA controls. * Optimized CRM Project automation workflow performance. * UI/UX refinements across WorkSpace dashboard. * Security and performance improvements. #### 2.2.5 (October 20, 2025) * Add Shortcode Guide and Cleanup * Profile Grid UI & Import Wizard Updates + New CBs Reviews/FAQs * Enhance Content Generation & Admin UI with Shortcodes, Meta Boxes and More #### 2.2.4 (March 13, 2024) * Fix iframe can’t load for new user #### 2.2.3 (March 11, 2024) * Fix dashboard link * Update iframe loading * Update settings interface * Update CSS for settings interface * Fix warning #### 2.2.2 * Fix error on new API version #### 2.2.1 * Security fix #### 2.2.0 * Sync WordPress User to Employees * Update core app login via email #### 2.1.1 * Fix error register account #### 2.1.0 * Add new feature: Products Management * Sync Woocommerce Customers to Clients #### 2.0.0 * Update New UI * Add new feature Projects, Leads, Notice Board, Messages #### 1.1.0 * Add Client feature #### 1.0.0 * Init ## Meta * Versión **2.3.1** * Última actualización **hace 6 meses** * Instalaciones activas **100+** * Versión de WordPress ** 5.8 o superior ** * Probado hasta **6.8.11** * Versión de PHP ** 7.3 o superior ** * Idioma * [English (US)](https://wordpress.org/plugins/cloodo-worksuite/) * Etiquetas: * [company](https://es.wordpress.org/plugins/tags/company/)[crm](https://es.wordpress.org/plugins/tags/crm/) [ERP](https://es.wordpress.org/plugins/tags/erp/)[helpdesk](https://es.wordpress.org/plugins/tags/helpdesk/) [project management](https://es.wordpress.org/plugins/tags/project-management/) * [Vista avanzada](https://es.wordpress.org/plugins/cloodo-worksuite/advanced/) ## Valoraciones 3.7 de 5 estrellas. * [ 4 valoraciones de 5 estrellas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/?filter=5) * [ 0 valoraciones de 4 estrellas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/?filter=4) * [ 0 valoraciones de 3 estrellas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/?filter=3) * [ 0 valoraciones de 2 estrellas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/?filter=2) * [ 2 valoraciones de 1 estrellas ](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/?filter=1) [Tu valoración](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/#new-post) [Ver todas las reseñas](https://wordpress.org/support/plugin/cloodo-worksuite/reviews/) ## Colaboradores * [ cloodoteam ](https://profiles.wordpress.org/cloodoteam/) ## Soporte ¿Tienes algo que decir? ¿Necesitas ayuda? [Ver el foro de soporte](https://wordpress.org/support/plugin/cloodo-worksuite/) ## Donar ¿Te gustaría apoyar el progreso de este plugin? [ Dona a este plugin ](https://cloodo.com/)