Jetpack CRM – Clients, Invoices, Leads, & Billing

Descripción

Jetpack CRM is the no-nonsense CRM for WordPress.

Entrepreneurs earn more money when they use a good CRM. Jetpack CRM is the simplest and most powerful of all WordPress CRMs.

Manage your customer relationships to make more profit while maintaining happier business relations.

Jetpack CRM Benefits:

  1. Simple & Practical: Useful features that impress customers
  2. Fully ‘yours’: Install it on your WordPress. You hold the keys
  3. Free: No giant monthly fees. Good value extensions are optional

See all CRM Features

Who’s already using Jetpack CRM?

Thousands of entrepeneurs use Jetpack CRM everyday. We’ve noticed a common trend to the following use cases:

  1. eCommerce sites (We integrate with WooCommerce, PayPal, and Stripe)
  2. Agencies & Pro Freelancers
  3. Start-up & Non-profit
  4. Local business & small teams (From personal trainers to yoga academies!)

Because Jetpack CRM is so adaptable & extendible, there are many individuals who don’t fit these groups, but find innovative ways to use our CRM to manage their contacts.

How to get started (Try out this CRM)

From reading this to understanding Jetpack CRM will probably take you 10 minutes. Familiar with WordPress? You’ll be set up in under 5 mins.

Jetpack CRM installs in seconds, (with a super-quick welcome wizard to get you started). Adding a contact is straightforward. Creating a quote, or invoice, even simpler. Give it a go, you’ll see!

Steps to competence with Jetpack CRM:

  1. Install this CRM plugin
  2. Step through the guided Welcome Wizard
  3. Add your first contact (lead or customer)

Easy CRM’s get used. Easy CRM’s make your customer data work for you. We aim to make this easy, so you can get on with running your business.

Need a helping hand? No worries. Just ask here.

Free, but supported

Did we already tell you Jetpack CRM is free? Well it is.

We support Jetpack CRM, (update it, fix it, love it, refine it), because we use it ourselves everyday.

To that end we’ll keep this updated. Throw us suggestions, grab an extension, or simply use the free Jetpack CRM Core CRM to make your businesses better. Tell people. We’re here for win-win business 🙂

P.S. When you do need support, please use this page

Made by Professionals, backed by Automattic

Mike and Woody are the people behind Jetpack CRM. We’ve been here a while. Between us we’re probably accountable for a few million WordPress-related downloads. We’ve built a lot over the years 50+ plugins, 10+ themes. We make our living through WordPress.

*And we both use Jetpack CRM every day!

Visita Jetpack CRM

Supercharging Jetpack CRM with Optional Extensions

(fairly priced power-ups for your Jetpack CRM)

We’ve built a few extras for Jetpack CRM, but they’re mostly offering functionality outside of the core CRM, so we’ve seperated them into individual “extensions”. These all have some supercharging effect on your CRM, but none are essential.

View all of the CRM Extensions

Jetpack CRM Extensions:

Try Jetpack CRM Today!

Download or install above, or Visit our Download page

Jetpack CRM Customer Relationship Manager: Full feature list (v4.0~)

We’ve added so much value to our new v4.0 that it’s hard to give you a list of all the features. Here are the main picks, but we suspect that if it’s a no-nonsense feature that makes sense in a CRM (e.g. basics like billing or invoice’s), you might find that it’s just-in-the-box!

  • Core Features

    • Contact Management: Add and manage Leads, Customers, or other Contacts
    • Quote Builder: Write & Deliver stunning online proposals to clients
    • Invoice Builder: Easily & Quickly bill clients and get paid with online billing
    • Transaction Manager: Log payments and refunds against Customers
    • Client Portal: Allow customers to view proposals, invoices, and files on your website
    • Front-end Forms: Gather leads from your posts, pages, or widgets, straight into your CRM
    • Task Scheduler: Schedule and manage a calendar against contacts and companies
    • Segments: Create dynamic segments which allow you to group contacts based on data
    • Self-hosted: Because you run Jetpack CRM on your WordPress, you keep your data, always
  • Contact-Centric CRM

  • Easy to Manage, day-to-day

    • Tag any object: Tag Contacts, Quotes, Invoices, Transactions etc. to help manage lists
    • Custom Fields: Add as many custom fields as you need for your business
    • B2B (Business 2 Business) Mode: Add and manage companys and contacts at companies
    • Built-in CSV Customer Importer
    • Super easy Extensions Manager: (Easily turn most CRM features on or off)
    • CRM WordPress User Roles: Give your team the right access
  • Modern. Lean. Accessible

  • Growing your small business

    • Supports practical, everyday small business actions
    • A great hub in your lead generation toolkit
    • A growing set of extensions to grow your business by getting more clients
  • B2B Sales

  • Developer Ready

  • Easy Setup

  • Backed by Automattic

    • Jetpack CRM is part of the Automattic family
    • Superb as a Woocommerce CRM
    • Consistent development and improvements
  • White-Label CRM

    • Rebranding Engine: Brand your CRM with your company name or a customers (and logo!)
    • WordPress Override mode
    • Fully takeover WordPress and make Jetpack CRM a standalone CRM (optional)
    • Branded login and disabled front-end make this resellable too!
    • Select the menu style you like: Slimline, CRM only, or Full
  • CRM Audit system

    • Automatically log customer events like “new invoice” or “filled out web form”
    • Keep a track of customer calls or meetings
    • See all customer activity at-a-glance from the customer record
    • NEW: Automations extension provides automatic actions on events!
  • Too much more to mention here…

    • PDF Invoicing, billing statements and more client tools
    • Invoice builder with line items, hourly or item rates, email invoices and get paid via customer portal!
    • Tax Table management – assign multiple local/national taxes to Invoices or Transactions
    • Quote Templates allow you to prepare proposal templates ahead of time
    • Lead generation via a range of form support, including Contact form 7, Gravity forms, Jetpack Forms, and our own CRM forms module
    • Email Marketing with Mail Campaigns
    • Automattically sync WooCommerce, PayPal, or Stripe into your CRM (requires extension)
    • Build Automations and slick workflows around clients and billing
    • See all features

Privacy Policy

For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here

Capturas

  • Dashboard
  • Manage Contacts
  • View Contact
  • Segment Editor

Instalación

  1. First make sure you’ve got WordPress installed.
  2. Install your plugin as below (you may already know how!)
  3. Activate the plugin through the ‘Plugins’ screen in WordPress
  4. The first time you load the plugin you’ll see a Welcome Wizard which will guide you through the basic setup!
  5. Check out our Learn page to get started

For more documentation, please see: https://kb.jetpackcrm.com

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search Jetpack CRM
  4. Click install and activate, and then follow the Welcome Wizard

Manual Install From WordPress Dashboard

  1. Download the plugin by clicking on the blue ‘Download’ button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. Click choose file, select the plugin file and click install
  4. Activate the plugin, and then follow the Welcome Wizard

Install Using FTP

  1. Download the plugin by clicking on the blue ‘Download’ button above. A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin, and then follow the Welcome Wizard

Preguntas frecuentes

Is there any limits to customer or invoice counts in Jetpack CRM?

There are absolutely no limits in Jetpack CRM, apart from the usual ones applied by your host (database size etc.), you can create as many clients or invoices as you’d like!

Can I develop on top of Jetpack CRM?

Of course. Please reach out to us via the in-plugin feedback page if you want to, we’ll help you get started, or check out our Developer resources.

Is Jetpack CRM really free?

Totally. The core is a solid, useful, Customer Relationship Manager right out of the box. You don’t need anything else to get started managing your leads, and customers. We do build extensions, (because we need them), but they’re not at all essential. Further, they’re cheap in comparison to the pay-per-month CRM options.

Where can I see the CRM extensions?

You can see all of the CRM power-ups here: https://jetpackcrm.com/extensions/

Why host your own CRM in WordPress?

Data-privacy, control, extendibiliy. You’re probably already paying for hosting too, so you’ll save there. SaaS has its place, but there’s so much value in hosting your own.

How do I get my existing customers into Jetpack CRM?

The free core has a basic CSV Importer which works well. You can also use our extensions: CSV Importer, or one of the Sync’s (PayPal Sync, Woo Sync, or Stripe Sync) – these automatically pull in all of your customer data (including transactions) and then keeps it up to date for you! (This is one way that many woocommerce users are running their own Woocommerce CRM.)

Do you have a B2B mode?

Yep, that’s an option in the settings. Enabling Business-to-Business mode adds a “Companies” layer, which lets you have contacts under a company.

Reseñas

12 de noviembre de 2020
I tested five CRM solutions before settling on JetpackCRM, not just wordpress based so looked at some of the 'leading' cloudbased solutions. When I started out I assumed my requirements were standard and any or all would meet my needs, I quickly found none were a perfect fit. I settled on JPCRM due to the broader WordPress eco-system and the belief of good support given the recent aquisitation by Automattic. JPCRM lacks some of the UI polish of others but handles the core functions well, like all of the solutions you need to spend time to understand the nuances - the combination of contacts, acitivites, transactions and tasks handle all the core requirements, albeit the UI does feel a little dated. Custom fields add a good degree of extension. The paid extensions cover a broad range of things, I needed the API, Advanced Segments, Importer and Mail Campaigns.These all work as intended, albeit the documentation can be lite on. The API provides good opportunity for extending and integrating JPCRM, I ran into problems with transaction records via the API and leveraged the support tickets available to paid extensions. The support was timely, professional and really worked to find a solution. There are areas for improvement, the API capabilities need to be standardised and documented (this is planned), mail and mail-campaigns need to be unified and made competitive with other products, advanced segments needs to integrate contacts and companies so filters like ’show me all contact activity for company XYZ in the last 30 days’ is possible. All CRM have a learning curve, the free and paid versions of JPCRM deliver strongly if you spend a little time to understand the nuances.
5 de noviembre de 2020
This CRM has what I would call one MAJOR flaw. There is no email integration in this CRM. In 2020 why would you build a CRM that does not integrate into email? They have a sketchy system that will allow you to send email campaigns out but basic communication with your clients via email is NOT available. Seems absurd to me. How many small businesses DON'T use email to communicate with leads? Why is there no way to have all of that communication in one place? ALSO...VERY IMPORTANT... Buried deep in their knowledge base page is their refund policy. It's NO WHERE on their pricing page that I could find. Basically, they give you 30 days to decide if you want your money back. Unfortunately for me, it took longer than that for us to integrate, build and decide we hated the CRM. Part of their scheme is to make you pre-pay for a whole year (no monthly choice offered) and then refuse you a refund if you don't like it. READ THE OTHER REVIEWS HERE!!! There is really little value in the free version...it's basically just an address book. The value comes with the extensions...which is what they charge you for and the documentation for integration isn't really that great.
26 de octubre de 2020
I’m enjoying using JPCRM. When I hit a roadblock the regular email route was a great start. Hit a small bug in the paypal import and Slack was the best resource to troubleshoot in realtime and identify the issue. Hot fix was applied and development is already resolving. AMAZING support. Thanks guys. One hope for the future - automating moves management based on multiple criteria.
24 de septiembre de 2020
BRILLIANT: Take the time to read, watch the videos and you're all set. This thing is so powerful, but, with great power comes great responsibility. Having read all the bad reviews, it seems people don't have a RTFM mentality or the willingness to learn, read, contact, ask for help if they're stuck. If that's you, then go and pay megabucks if you have them. If not, then take the time with this brilliant solution made by stand-up guys and enjoy a can-do CRM that can take on the big guys for a fraction of the price. Could not be happier with the service and support I've received.
22 de septiembre de 2020
This CRM is a brilliant plug-in option if you're an SME wanting to get organised. If you start small, keep it simple and then add the features you need over time then you will be glad you chose this option. It's not a 'Salesforce' solution, nor does it have that price tag to match, but it's perfect for freelancers and SMEs who are looking to move from spreadsheets to an online option. The extensions are very powerful. My advice is you start small and build up your features over time. We now use it with Stripe, Zapier, Elementor and much more, and we have a stream of marketing automations working successfully with it... but we built it up over time. I've personally used Salesforce for many years within large enterprise environments. This is not that. It's a much simpler solution - backed up by a fantastic team who have delivered excellent support. I highly recommend this product.
3 de junio de 2020
I seriously doubt the 5 stars given to this software by some users. Reasons below 1. Your current wordpress users or customers cannot be imported to the CRM. You will have to export all users to csv and then import separately. Not sure if that would work perfectly not to mention the formatting needed in the csv file Duh! Dear developers of ZBsCRM why would you not provide this functionality. You have to provide a drop down option to import existing wordpress users to be imported into the CRM with all the details populated from the WordPress data itself. Straightforward. Why did you miss this?. I am NEVER GOING to type out an entire user profile everytime in ZerobsCRM. (We are in the 20th Century!!) nor I am going to use a csv option - because its not the way things are done. Sorry. 2. Zerobscrm must populate all wordpress data - thats what CRMs are supposed to do. CRM is a reporting software. there are tons of other very specialised plugins out there for creating invoices and forms and for user registrations. Please do not get into re-inventing the wheel with these. I am not going to use ZEROBSCRM for either of those functionalities. Instead I need a CRM to populate my forms, my invoices and user data all together in one place. Many other points too - no time to type You can easily develop into a more than 50k downloads plugin. But only if you change your strategy. Clearly the strategic thought process behind this plugin is faulty. In the current state the plugin with all the extensions with hardly any functionality its not going anywhere for sure. Total Waste of money I would say C.BS.CRM. $200 is a lot of money. My suggestions instead for immediate development. Strategy should be like this unless you are not able to do it 1. Tightly integrate with Gravity forms. All form submissions should be available for mapping in all fields/extensions of Zero BS CRM 2.Option to import users and their data from WordPress - immediate requirement. 3.Allow option for users to choose between ability to use ALL the functionality either at front end or back end - as their choice. Front end will be better over back end Thanks
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Colaboradores y desarrolladores

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Registro de cambios

4.0.8 25/11/20

  • Fixed: Company label setting now respected throughout (e.g. Organisation)
  • Fixed: Typeahead contact->company assignment for new contacts now displays properly
  • Fixed: You can now have many filters without the view blocking access to them
  • Added: You can now use an auto-number sequence as reference in invoices (with prefix and suffix)
  • Added: Ability to change the label of ‘Reference’ for invoices
  • Added: Signposting to Company settings page
  • Added: DAL functionality for retrieving events and event reminders based on reminder status
  • Added: Migration to update event notification email template
  • Improved: Event notification email templating
  • Improved: Event notification email template: Took translations out of template file
  • Improved: .org description improvements
  • Improved: B2B mode is now a core extension and enabled by default
  • Improved: Company settings unified into one settings page
  • Improved: Transaction settings unified into one settings page
  • Improved: Language labels surrounding company and transaction settings
  • Improved: Removed legacy file
  • Improved: Better styling around large elements on list views

4.0.7 12/11/20

  • Fixed: Dompdf exception creating quotes with Preformatted option selected
  • Fixed: Style bug when displaying multi-option custom fields on the contact and company view page
  • Fixed: Bug where license system modal sometimes reloaded to an incorrect URL
  • Fixed: Bug in permissions around verifying back end users
  • Fixed: Removed internal PHP notice in Invoices section
  • Fixed: Sorting contact list view by company now works properly
  • Fixed: Bug where some logs were not showing under ‘latest log’ column (due to ownership)
  • Fixed: Incorrectly referenced second address fields in DB Object model for companies
  • Fixed: Total transaction column value on company list view
  • Fixed: Several fields were not displaying properly in quote list view
  • Fixed: A deep bug in address custom fields where those fields with hyphens in the key were unsortable
  • Fixed: A bug where contact last contacted date was incorrectly showing as last updated value
  • Improved: Support for checkbox and multi-select custom fields
  • Improved: Keywords used for .org repository listing
  • Improved: Settings now accessible directly from within module (e.g. Invoices) via learn bar button
  • Improved: Corrected company name references
  • Improved: License system modal notice language and UI
  • Improved: License system update checks
  • Improved: You can now search for Transactions, Quotes, Invoices, and Companies by ID
  • Improved: Default sort order of DESC now reflects properly in list view sort icon
  • Improved: Centralised definitions of “Contact” type logs
  • Improved: Better formatting for ‘added’ date in company list view
  • Added: Ability to sort contact list view by: Latest Log
  • Added: Ability to sort contact list view by: Latest Contact Log
  • Added: Ability to sort contact list view by: Has Quotes, Has Invoices, Has Transactions
  • Added: Ability to sort contact list view by: Quote, Invoice, and Transaction count
  • Added: Ability to sort company list view by: Name, Status, Email, and other standard fields
  • Added: Ability to sort company list view by: Custom fields
  • Added: Ability to sort company list view by: Number of contacts at company
  • Added: Contact list view column “Has transactions”
  • Added: Company list view columns: Has Invoices, Has transactions, Invoice Count, Transaction Count, Transaction Value, Total Value (and made them sortable)
  • Added: Ability to sort quote list view by all columns
  • Added: Ability to sort invoice list view by all columns
  • Added: Ability to sort transaction list view by all columns
  • Added: Ability to sort form list view by all columns
  • Added: Last Updated column to contacts and companies

4.0.6 29/10/20

  • Fixed: Duplicated tag with international charactes when they are added to a contact
  • Fixed: Style issue with Second Address block in the Client Portal
  • Fixed: Invoice line items now able to be added to invoices (req invoicing pro v2.7.1)
  • Fixed: Textarea custom field doesn’t show new lines in view mode
  • Fixed: Remove Advanced Search (can search from list view mode since v3.0)
  • Fixed: JPCRM can not be installed if the API Connector plugin is already installed.
  • Fixed: Style issue mapping the fields in the CSV Importer section

4.0.5 15/10/20

  • Fixed: Deleted segment shows as filter contact list view
  • Fixed: On export the contact or the transaction list, in the CSV file the owner ID was blank
  • Fixed: Wrong menu link showing task tags in CRM only mode
  • Fixed: Forms now track visits and conversions properly
  • Improved: Better mapping of older extension names into extension system
  • Added: Exporting objects owners now also exports owner username
  • Added: Core Extensions List updated with latest extensions

4.0.4 02/10/20

  • Fixed: Issue related to contact and company bulk action deletion
  • Fixed: Old brand reference on CSV importer page
  • Fixed: New Company placeholder more specific to a real business
  • Fixed: Multi-value custom fields in client portal
  • Fixed: JPCRM roles for contacts explicity deny WP role capabilities when activated
  • Fixed: A user role still referenced the old brand
  • Fixed: Create new invoices without selecting a due date was showing up as Invalid Date
  • Fixed: Extension documentation links
  • Fixed: In the single contact view, the Invoices Total and Quotes Total now show their correct values
  • Fixed: Country field properly shows on contacts/companies
  • Fixed: Disabled modules show in the sidebar for CRM-only and Full layouts
  • Improved: Task scheduler now shows owner avatars
  • Improved: Contact List view can now be sorted by Total value as well as Quotes, Invoices, and Transactions total values
  • Improved: Form submission logs
  • Improved: Addressed stray PHP notices
  • Improved: Tweaked extensions detail page
  • Improved: Updated error messaging
  • Improved: Beginning of internal refactor of the API

4.0.3 17/09/2020

  • Fixed: API docs link was incorrect
  • Fixed: Form widget now works as expected
  • Fixed: Restored user filter for tasks
  • Fixed: Custom field doesn’t show up the dates previous to 1970
  • Improved: Revenue chart on CRM Dash
  • Improved: Added gender-neutral contact prefix
  • Improved: Settings navigation styling
  • Improved: More robust paid extension handling
  • Improved: Tweaked list view columns
  • Added: Mail activity log type

4.0.2 04/09/2020

  • Fixed: Dashboard Revenue Chart was missing some transactions
  • Fixed: Customer pre-fill now pre-fills properly.
  • Fixed: Date paid and date completed now always filled
  • Fixed: Bulk selection not working in WP5.5+
  • Fixed: WP5.5+ jQuery function support
  • Fixed: Some learn buttons were appearing behind some other elements
  • Fixed: Custom dates like Birthday were not allowing pre 1970 date entries
  • Fixed: Logo hover icon for fullscreen now turned black from white on white
  • Fixed: Author update to be Automattic
  • Fixed: Task status labels now format the colour of the label
  • Improved: Dashboard Revenue Chart now shows 12 months

4.0.1 20/08/2020

  • Fixed: AJAX.php file was being detected as a virus by some AV scanners
  • Fixed: Removed unnecessary notification after plugin installation
  • Fixed: the Jetpack Forms extension name
  • Fixed: Edit profile avatar sometimes not aligning correcetly
  • Fixed: Transaction creation prefill now works
  • Fixed: View button on transaction (after assigning a contact) now takes you to view, not edit
  • Fixed: Clicking a sent email was not loading email correctly
  • Fixed: Date Paid field is now in correct format in transactions list view.
  • Improved: Made links open in parent tab rather than new tab where it made sense to do so
  • Improved: Store the name from a Jetpack contact form submission
  • Improved: The Jetpack Forms extension will now be enabled by default when the settings are initialized or reset
  • Added: Use the Jetpack contact form toggle setting to determine whether to save the contact
  • Added: Ability to hide prefix field

4.0 20/07/2020

  • Jetpack CRM branding

See the previous changelogs here.