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Projectopia WP Project Management Plugin – Client Portal

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Product Overview

Projectopia is a robust WordPress project management and client portal plugin designed to help agencies and freelancers professionalize their client interactions. Formerly known as CQPIM, this tool replaces scattered communication channels with a centralized, branded dashboard where clients can view projects, pay invoices, and request support.

Whether you are managing a small team or scaling an agency, Projectopia provides the workflow control and automation needed to keep projects on track and clients satisfied.

Key Features

  • Branded Client Dashboard: Offer your clients a dedicated front-end panel with a custom login page that matches your brand identity.
  • Quote to Invoice Workflow: Seamlessly convert quotes into invoices. The system supports sales tax, secondary tax, and customizable currency symbols or positions.
  • Payment Integration: Enable online payments for invoices through Stripe and PayPal, reducing administrative overhead.
  • Project & Task Management: Organize projects with detailed task information, including timelines, milestones, financial tracking, and file attachments.
  • Support Ticket System: Allow clients to submit support tickets with AJAX-powered file uploads for images or documents.
  • Team Collaboration: Add team members as additional logins and manage consent from group members within the system.
  • PDF Invoicing: Automatically generate downloadable PDF invoices for your records and client delivery.
  • Full Translatability: The plugin is fully translatable using PHP’s Gettext capabilities and PO/MO files, supporting global client bases.

Benefits

By centralizing your project management, you reduce email clutter and improve response times. The branded dashboard gives your agency a premium feel, while the automated invoice and payment features ensure you get paid faster. The ability to view complete project histories, including updates and files, creates transparency that builds trust with your clients.

Technical Specifications

  • Version: v3.34.2
  • License: GPL
  • Updates: Lifetime manual updates
  • Domain Usage: Unlimited
  • File Security: 100% clean files, virus-free
  • Compatibility: Works with most WordPress themes; includes Elementor PRO demo support

Why Choose Projectopia?

Projectopia offers a complete package for WordPress-based service businesses. Unlike generic project management tools, it is built specifically for client-facing interactions, combining CRM, invoicing, and project tracking into one cohesive plugin. With unlimited domain usage and lifetime updates, it provides exceptional value for agencies looking to scale their operations without recurring software fees.

Frequently Asked Questions

Can I use this plugin on multiple websites?
Yes, the license includes unlimited domain usage, allowing you to install it on as many WordPress sites as you need.

Is the plugin compatible with my existing theme?
Projectopia is designed to work with most WordPress themes. You can choose the Projectopia theme or integrate it with your active theme.

How do clients pay their invoices?
Clients can pay invoices directly through the dashboard using Stripe or PayPal, depending on your payment configuration.

Does the plugin support multi-language sites?
Yes, Projectopia is fully translatable using standard PHP Gettext and PO/MO files.

Streamline your agency workflow with Projectopia, a comprehensive WordPress project management plugin. Manage quotes, invoices, clients, and tasks from a single, branded dashboard.Full client portal with branded login pageGenerate quotes, invoices, and manage projectsSupport ticket system with file uploadsAccept payments via Stripe and PayPalUnlimited domain usage with lifetime updates