Jetpack CRM is unclaimed —

Jetpack CRM

The Entrepreneurs' CRM for WordPress·jetpackcrm.com

Jetpack CRM is a self-hosted, modular customer relationship management plugin for WordPress. It centers on contact and company management, sales funnel tracking, lead capture forms, quotes, invoicing, and payment tracking, all run from inside the WordPress admin area. It is extendable with 30+ optional extensions covering integrations, marketing, and payments, and data stays on the user's own WordPress server rather than a third-party cloud.

What it's for

Managing contacts and companies from the WordPress adminCapturing leads via contact forms, WooCommerce, Stripe and PayPalSending quotes and invoices and tracking paymentsTracking transactions per contact or companyManaging a sales funnel and viewing revenue on a dashboardSegmenting contacts and following up with automated email campaignsGiving contacts their own private portal on the siteBuilding and reselling white-labeled/rebranded CRM installs

Features 24

Auto-log activity events
Click2Call
Client Portal for contacts
Company management
Contact management
CSV importer for bulk contact import
Custom fields on contacts
Dynamic segments for contact segmentation
Easy Pay quick pay URLs
Gmail support for sending CRM emails
Invoicing
MailPoet subscriber sync
Multi-language and multi-currency support
OAuth Connector for services like Gmail
Quotes
REST API for adding contacts
Sales funnel / CRM Funnels tracking
Tags and quick filters
Tasks
Team / multiple CRM users
Transaction tracking
White label / rebrand CRM
WordPress Override Mode
Zapier connector

At a glance

free tieropen sourceself-hostableAPI

TypePlugin / add-on

DeploymentSelf-hosted

PlatformsWeb

Forentrepreneurs, small businesses, freelancers, agencies, WordPress site owners, virtual assistants, resellers

CompanyJetpack CRM

Integrations

WooCommercePayPalStripeGravity FormsContact Form 7MailChimpConvertKitaWeberGoogle ContactsZapierGmailMailPoetAwesome Support

Complianceself-reported

GDPR

Resources

Docs

Pricing

Paid plan prices are shown as a per-month figure when billed yearly. A 14-day money-back guarantee applies to all purchases. The Entrepreneur bundle is also advertised as $199 per year for all 30+ extensions.

FreeFree

Core CRM modules, downloadable free.

Includes 4 of 30+ CRM extensions

Freelancer$11/mo · billed annually

Price shown is per month when billed yearly.

Single site license; 12 months support and updates

Entrepreneur$17/mo · billed annually

Price shown is per month when billed yearly; also advertised elsewhere as $199 for the full bundle per year.

Single site license; 12 months support and updates; priority support; access to Slack community

Reseller$5.4/mo · billed annually

For creating fully-customized bespoke versions of Jetpack CRM to resell.

10 site license; rebrand CRM; 12 months support and updates; priority support