Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress

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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: Simple & Practical: Useful features that impress customers Fully ‘yours’: Install it on your WordPress. You hold the keys 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: eCommerce sites (We integrate with WooCommerce, PayPal, and Stripe) Agencies & Pro Freelancers Start-up & Non-profit 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. What is Jetpack CRM? Jetpack CRM is designed to be straight forward and impactful, but that doesn’t mean it’s not flexible. Here are some things Jetpack CRM works well as: An invoice plugin for WordPress. (It’s also an invoice plugin for WooCommerce.) A client manager for WordPress. With a Client Portal for customers to view quotes, invoices, transactions, and files. A lead generation tool for WordPress. A plugin to make quotes and customer proposals right in WordPress. A billing System for WordPress. Jetpack CRM can be connected to Stripe and PayPal via extensions and work as a payment gateway. A plugin to manage your business transactions and payments in WordPress. You can use it as a CRM for WooCommerce, tracking orders and automatically syncing payment transactions. 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: Install this WordPress CRM plugin Step through the guided Welcome Wizard 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. Manage your business effectively Keep your business information in order. Make proposals and send them to your customers as quotes. Make and send invoices to your clients and get paid through the client portal. Our billing system will allow you to track transactions and payments that your clients make for your products and services. 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 WordPress CRM plugin 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 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: WooCommerce CRM Sync CRM Sales Dashboard Automations Mail Campaigns (Email marketing) CSV Customer Importer Advanced Segments Client Portal Pro Invoicing PRO Gravity Forms (Contact forms) Contact Form 7 (Contact forms) Aweber (Email marketing) ConvertKit (Email marketing) PayPal CRM Sync Twilio (for SMS Sending) Plus many more… Try Jetpack CRM Today! Download our WordPress CRM plugin from this page, or Visit the JetpackCRM.com 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 Activity Log AKA & Aliases Attach Files Client Portal Dynamic Segments Social Integration Tags 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 Mobile Ready International – Languages & Currencies: Translation ready DIY CRM 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 B2B Mode Companies Proposals Developer Ready API Developer Guides Zapier Easy Setup Welcome Wizard Welcome Tour Custom Fields System Email Mail Delivery 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 SME, Small Business, & WordPress Entrepreneurs Built for business managers and bootstrapped entrepreneurs, Jetpack CRM is the perfect start-up tool to manage your business essentials. We’ve added just enough billing and accounting for freelancers and small teams, without getting lost in the potential feature bloat of full accounting and erp software. We didn’t add HR tools, but we do have user management. Customer Relationship Management is meant to make lead management easy. Start with a contact form builder and lead generation, track contacts through funnel analytics then use newsletters and email marketing to grow your profits by selling to contacts at companies. Jetpack CRM is the perfect first step to improving your small business. Try it for free! Privacy Policy = For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here