WordPress plugin intelligence profile

Karks CRM

A simple customer relationship management and invoicing plugin for tracking customers, services, and invoices across multiple companies.

WP PlugIndex snapshot

Current directory snapshot

Tested up to WordPress 7.1
Current version0.9.10.13
WordPress coverageTested up to WordPress 7.1
Minimum stackWP 6.2 · PHP 7.4
Directory statusactive
Last directory update28 Oct 20264d ago
Active installationsNewAdoption metric — not a quality score
WordPress.org ratingNo WordPress.org ratings yet
Official packageDirect from WordPress.org

Repository metrics are context, not quality scores. Active installations measure adoption and can strongly reflect a plugin’s age and historical popularity. Ratings, recent updates and “Tested up to” metadata also do not guarantee modern code, error-free operation, security, feature completeness or suitability for a particular site. Why active installs don’t tell the whole story →

WP PlugIndex currently records Karks CRM version 0.9.10.13 as active, updated 4d ago and tested up to WordPress 7.1.

Overview

About this plugin

Karks CRM is an internal customer relationship and invoicing tool for managing multiple companies from a single WordPress install. It tracks customers (including “Jobs” nested under a parent customer), billable services, invoices with line items, and payments, and can generate PDF invoices.

Video Tour

Features

  • Multi-company support with a company switcher in the admin and on the front end
  • A front-end interface (a /crm/ page) so a dedicated “CRM Manager” role can manage everything without wp-admin access
  • Customer records with optional parent/Job relationships
  • Hourly and project-based services, optionally marked Taxable
  • Invoices with line items, per-line tax, and automatic status tracking (Open/Partially Paid/Paid) based on recorded payments
  • Receive Payment: split one payment across several open invoices for a customer and its Jobs in a single entry, from the customer profile
  • User-managed invoice types
  • CSV import for customers, services, invoices, and payments (e.g. from QuickBooks exports), including automatic service creation from imported invoices
  • PDF invoice generation, download, an HTML preview, and emailing, with CC/BCC support and one-click CC suggestions from the customer’s other email addresses on file
  • Customer Open Balance PDF/CSV export (a customer + its Jobs, oldest open invoice first), plus a company-wide Open Balance total on the Customers list
  • Reports (front-end): Revenue with a 12-month chart, per-customer revenue, and an Aging (accounts receivable) report, each with CSV export
  • Export/import a full company as a JSON file, for migrating between sites or duplicating a company as a template
  • Customizable front-end colors with automatic WCAG 2.1 contrast correction

Helpful Links

  • Official Website – karks-crm.com
  • GitHub Wiki – Contains a complete user and developer guide.
WordPress.org metadata

Plugin tags

Topics listed for this plugin in the WordPress.org directory.

  • billing
  • crm
  • customers
  • invoices
  • invoicing
Compatibility & maintenance

Compatibility & maintenance

Tested with WP 7.1

Marked as tested with the current WordPress 7.1 release.

Current WordPress releaseWordPress 7.1
WordPress.org Tested up to7.1
Minimum requirementsWordPress 6.2 · PHP 7.4
Update activity28 Oct 20264d ago

“Tested up to” is directory metadata supplied by the plugin author. WP PlugIndex does not turn an older declaration into a claim that the plugin is incompatible.

Changes recorded by WP PlugIndex

Recent tracked changes

Version0.9.10.120.9.10.13
WordPress compatibility7.1.37.1.4
Version0.9.10.110.9.10.12
WordPress compatibility7.1.27.1.3
Version0.9.10.100.9.10.11
Version0.9.10.90.9.10.10
Version0.9.10.80.9.10.9
Version0.9.10.70.9.10.8
Version0.9.10.60.9.10.7
WordPress compatibility7.1.17.1.2
Version0.9.10.50.9.10.6
WordPress compatibility7.17.1.1
Tracking & source

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