Jetpack CRM

Description

Jetpack CRM is the best no-nonsense CRM for WordPress.

Entrepreneurs earn more money when they use a good CRM. Jetpack CRM is the simplest & quickest of all WordPress CRMs. Manage your customer relationships, make more profit, and maintain happier business relations. (For Free!)

Jetpack CRM Benefits:

  1. Simple & Practical: Usable features that help 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

Who’s already using Jetpack CRM?

Thousands of entrepeneurs use Jetpack CRM everyday, and we’ve noticed a common trend to the following use cases:

Use Cases of Jetpack CRM:

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

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!

Visit 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 original plan, 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, 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 online
    • 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

  • B2B Sales

  • Developer Ready

  • Easy Setup

  • 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
    • 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
    • Automattically sync WooCommerce, PayPal, or Stripe into your CRM (requires extension)
    • See all features

Privacy Policy

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

Screenshots

  • Dashboard
  • Manage Contacts
  • View Contact
  • Segment Editor

Installation

  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

FAQ

Is there any limits to customer counts in Jetpack CRM?

There are absolutely no limits in Jetpack CRM, apart from the usual ones applied by your host (database size etc.)

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?

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!

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.

Reviews

3 June 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
25 April 2020
Beware of Automattic and their refund policy regarding this software. Also, the mail module they claim is part of the original download package is beta software and not available with the main package. It must be downloaded separately. It is not ready for prime time. I asked for a refund because I was under the impression it was. They refused to refund me twice now. I’ve submitted a dispute request with my bank. Hope to hear back soon.
22 April 2020
Unbelievable. They absolutely refuse any request for a refund. I PAID A FULL YEAR UPFRONT just to gain access to the plugins that I thought would work for me, but they did not. I contacted them immediately and requested a refund and they told me it's a digital product so they don't give refunds. Now I know why they call it BS! If it's JUST a digital product, why do they charge you for a full year, and then continue to charge you every year after that? It's theft and fraud. They are a complete ripoff. I am filing a fraud report with my bank, you can be sure of that. Absolutely unbelievable the lack of respect this company has for their customers.
12 March 2020
I found this extension to have good intentions but it lacks polish and isn't something I would put into production for any serious business. I found support to be friendly and attentive but I am quite disappointed in their hardline stance on refunds. Don't expect this extension to be a suitable replacement for any proper 3rd party CRM and be cautioned before you upgrade.
27 January 2020
I want to gather data from my users (logged in) monthly. for example their score in university, I want my students announce their score every month in my website and I want to see their progress and regress charts in any single field for example math score . I want any single user have their own chart. and another thing I want to see the average of math score in class. Is it possible?how can I do it?
13 January 2020
I'm in the process of relaunching my site and consolidating many of the disparate services (Saas) I use into WordPress. ZBS has been instrumental in this project. It's kind of amazing to think that I can have full control of my CRM and email lists from within my WordPress account. The power that this integration provides is insane. I mean, having fully customized, and tag-based funnels that are smart and integrated with the rest of WordPress is truly gold. Not to mention how much money I'll save each month. I'm really looking forward to seeing the continuing evolution of ZBS.
Read all 87 reviews

Contributors & Developers

“Jetpack CRM” is open source software. The following people have contributed to this plugin.

Contributors

“Jetpack CRM” has been translated into 4 locales. Thank you to the translators for their contributions.

Translate “Jetpack CRM” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Change log

4.0 20/07/2020

  • Jetpack CRM branding

See the previous changelogs here.