Getting Started

Jetpack CRM is a free plugin you can access from the WordPress plugin repository. You can install and/or download it...

To configure your CRM, you can go to Jetpack CRM > CRM Settings: Below we highlight some of the settings...

Adding a New Contact in Jetpack CRM Adding a new contact is simple in Jetpack CRM; all you need to...

Jetpack CRM is a full CRM which is operated from within your WordPress Admin area. There’s no need to hand...

Jetpack CRM Menu Choices Jetpack CRM comes with menu choices for how you want to operate the CRM with your...

You can assign contacts or companies to any task in the task scheduler (our name for Calendar appointments). To get...

Getting Started Jetpack CRM is different to many other CRMs in two respects: It does not run on your computer...

If you’ve landed here, you probably want to get your existing leads and customers into Jetpack CRM. Great to have...

If you have a valid license key on your Jetpack CRM site, paid extensions can be updated from within WordPress,...

Creating a new tag Viewing contacts by tags On that same Contacts > Tags page, you’ll see a “count” column...