Getting Started: Installing
Jetpack CRM is a free WordPress plugin. This means getting setup initially is super simple. If you haven’t already installed...
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Getting Started
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General CRM Settings
To configure your CRM, you can go to Jetpack CRM > CRM Settings: Below we highlight some of the settings... -
Adding your first customer or contact
Adding a New Contact in Jetpack CRM Adding a new contact is simple in Jetpack CRM; all you need to... -
Overview of Jetpack CRM
Jetpack CRM is a full CRM which is operated from within your WordPress Admin area. There’s no need to hand... -
Why has my WordPress Menu Disappeared
Jetpack CRM Menu Choices Jetpack CRM comes with some menu choices for how you want to operate the CRM with... -
How do I assign Calendar Appointments to Customers?
You can assign contacts or companies to any task in the task scheduler (our name for Calendar appointments). To get... -
Setting up a WordPress site (web hosting for Jetpack CRM)
Getting Started Jetpack CRM is different to many other CRMs in two respects: It does not run on your computer... -
How to Get Customers into Jetpack CRM
If you’ve landed here, you probably want to get your existing leads and customers into Jetpack CRM. Great to have... -
How do I update my paid Jetpack CRM extensions?
If you have a valid license key on your Jetpack CRM site, paid extensions can be updated from within WordPress,... -
How do we make our own tags, assign customers to these tags, and filter customers by these tags?
You can easily manage tags by clicking ‘Contacts -> Tags’ at the Jetpack CRM menu at the top. Add as...
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