Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress free WordPress plugin
Description
Jetpack CRM – Clients, Invoices, Leads, & Billing for WordPress free WordPress plugin
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