Wordpress plugins
Jetpack CRM

Jetpack CRM

Version : 4.0.3
Tested up to : 5.4.2
Number of download : 10638
Author : Automattic
Average rating : 4.5 / 5 on 87 votes 87 votes, 4.5 avg.rating

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Jetpack CRM
Jetpack CRM
Jetpack CRM
Jetpack CRM

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: Simple & Practical: Usable features that help impress customers Fully ‘yours’: Install it on your WordPress. You hold the keys 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: eCommerce sites (We integrate with WooCommerce, PayPal, and Stripe) Agencies & Pro Freelancers Start-up & Non-profit 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: Install this 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. 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: CRM Sales Dashboard WooCommerce CRM Sync PayPal CRM Sync CSV Customer Importer Mail Campaigns Invoicing PRO Gravity Forms Aweber Automations ConvertKit ConvertKit Twilio (for SMS) Plus many more.. 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 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 B2B Sales B2B Mode Companies Proposals Developer Ready API Developer Guides Zapier Easy Setup Welcome Wizard Welcome Tour Custom Fields System Email Mail Delivery 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

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