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 over your data and monthly fee to 3rd Party services. Everything is within your admin dashboard.

Jetpack CRM has grown to have lots of refined CRM Features. Our users often tell us that their favourites are:

Manage Leads and Customers (Contact list management)
Edit, Send, and Manage Quotes
Edit, Send, and Manage Invoices
Get Invoices Paid Online (requires Invoicing Pro)
Manage Transactions
Generate Leads with lead forms
Send targeted Email Campaigns (requires Mail Campaigns)

Unlike other WordPress CRM’s out there, we DO NOT require you to create a new WordPress user for each customer in your CRM. Manage your Leads and Customers without bloating your WP Users table, (and without giving your customers admin panel access).

Want to read more?

Read about all of the CRM Features. Browse the (optional) paid Extensions, or jump straight in with one of our all-inclusive Bundles!

Updated on August 26, 2020

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