EvolveWP ClientJourney

CRM, proposals, and client portal for the EvolveWP ecosystem.

Built by FifeCIC | Part of the EvolveWP Ecosystem

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Overview

EvolveWP ClientJourney manages the full client lifecycle within WordPress — from initial enquiry through proposals, phased agreements, digital signatures, payments, and an ongoing client portal.

Requires: EvolveWP Core

Planned Features

• Client onboarding wizard
• Phased agreement system with digital signatures
• Stripe payment integration
• Client portal (frontend)
• Proposal templates and tracking
• CRM contact management

Installation

1. Install and activate EvolveWP Core
2. Upload EvolveWPClientJourney to /wp-content/plugins/
3. Activate via WordPress Admin → Plugins

Requirements

• WordPress 5.6+
• PHP 7.4+
• EvolveWP Core (required dependency)

Licence

GPL-3.0-or-later — see LICENSE for details.