Projectopia WP Project Management 4.3.13

Projectopia (formerly known as CQPIM) is a comprehensive, full-featured project management plugin for WordPress. Unlike simple task managers, it is designed to act as a complete client portal, handling everything from initial leads and quotes to project delivery and final invoicing.

It is particularly popular with freelancers and agencies who want to keep their clients inside their own branded ecosystem rather than using third-party tools like Asana or Trello.

Key Core Features

Client Dashboard: A dedicated, front-end area where clients can log in to view project progress, download files, approve quotes, and pay invoices.

Quotes & Estimates: Create professional estimates that clients can digitally sign and accept. Once accepted, these can be converted into a project with one click.

Workflow Management: Organizes work into Projects → Milestones → Tasks. You can set deadlines, priorities, and assign specific team members.

Invoicing & Payments: Generate invoices automatically based on project milestones. It supports PayPal and Stripe out of the box.

Lead Generation: Includes a form builder to capture leads directly from your website, which can then be managed and converted into clients within the plugin.

Support Tickets: A built-in ticketing system allows clients to report issues directly related to their projects.

Powerful Add-ons

Projectopia follows a "core + extensions" model. While the core handles the basics, you can expand it with specific add-ons:

WooCommerce Integration: Automatically create a project and add a client when someone purchases a specific product from your WooCommerce store.

Kanban Board: Adds a Trello-style visual board for dragging and dropping tasks through different stages.

Time Tracking: Adds a timer to tasks so team members can log exactly how much time they spend on a project for accurate billing.

Subscriptions: Allows you to set up recurring payments and automated invoices for long-term retainers.

Reporting: Generates detailed financial and productivity reports that can be exported as PDF or CSV.

Why Use Projectopia?

Advantage

Benefit

Branding

The portal lives on your domain (e.g., portal.youragency.com), making your business look more professional.

Data Ownership

You own all your project data and client communications on your own server.

One-Time Cost

Often available on CodeCanyon for a one-time fee, which is significantly cheaper than monthly "per user" SaaS subscriptions.

Centralization

Replaces 3-4 different tools (Invoice software, CRM, Task manager, and Support desk).

Technical Note: Projectopia Core vs. Pro

There is a free version (Projectopia Core) available on the WordPress repository that includes basic project and client management. However, for features like the Setup Wizard, recurring invoices, and advanced permissions, most professional users opt for the Pro version available on CodeCanyon or the Projectopia official site.

Would you like me to help you set up a "Project Template" so that every time you start a new job, your standard milestones and tasks are created automatically?