= 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: 1. Install this CRM plugin 2. Step through the guided Welcome Wizard 3. 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.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.
= 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!
###Try Jetpack CRM Today! Download or install above, or [Visit our Download page](https://jetpackcrm.com/download/) = 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](https://jetpackcrm.com/feature/contacts/)**: Add and manage Leads, Customers, or other Contacts * **[Quote Builder](https://jetpackcrm.com/feature/quotes/)**: Write & Deliver stunning online proposals to clients * **[Invoice Builder](https://jetpackcrm.com/feature/invoices/)**: Easily & Quickly bill clients and get paid online * **[Transaction Manager](https://jetpackcrm.com/feature/transactions/)**: Log payments and refunds against Customers * **[Client Portal](https://jetpackcrm.com/feature/client-portal-2/)**: Allow customers to view proposals, invoices, and files on your website * **[Front-end Forms](https://jetpackcrm.com/feature/forms/)**: Gather leads from your posts, pages, or widgets, straight into your CRM * **[Task Scheduler](https://jetpackcrm.com/feature/tasks/)**: Schedule and manage a calendar against contacts and companies * **[Segments](https://jetpackcrm.com/feature/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](https://jetpackcrm.com/feature/contact-logs/) * [AKA & Aliases](https://jetpackcrm.com/feature/aka-mode/) * [Attach Files](https://jetpackcrm.com/feature/client-files/) * [Client Portal](https://jetpackcrm.com/feature/client-portal-2/) * [Dynamic Segments](https://jetpackcrm.com/feature/segments/) * [Social Integration](https://jetpackcrm.com/feature/social-integrations/) * [Tags](https://jetpackcrm.com/feature/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](https://jetpackcrm.com/feature/mobile-ready/) * [International - Languages & Currencies](https://jetpackcrm.com/feature/multi-language-your-currency/): Translation ready * [DIY CRM](https://jetpackcrm.com/feature/diy-crm/) * **B2B Sales** * [B2B Mode](https://jetpackcrm.com/feature/b2b-mode/) * [Companies](https://jetpackcrm.com/feature/companies/) * [Proposals](https://jetpackcrm.com/feature/quotes/) * **Developer Ready** * [API](https://jetpackcrm.com/feature/api/) * [Developer Guides](https://jetpackcrm.com/feature/developer-ready/) * [Zapier](https://jetpackcrm.com/feature/zapier/) * **Easy Setup** * [Welcome Wizard](https://jetpackcrm.com/feature/welcome-wizard/) * [Welcome Tour](https://jetpackcrm.com/feature/welcome-tour/) * [Custom Fields](https://jetpackcrm.com/feature/custom-fields/) * [System Email](https://jetpackcrm.com/feature/system-emails/) * [Mail Delivery](https://jetpackcrm.com/feature/mail-delivery/) * **[White-Label CRM](https://jetpackcrm.com/reseller/)** * [Rebranding Engine](https://jetpackcrm.com/feature/rebrandr/): Brand your CRM with your company name or a customers (and logo!) * [WordPress Override mode](https://jetpackcrm.com/feature/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](https://jetpackcrm.com/product/automations/) extension provides automatic actions on events! * **Too much more to mention here...** * [PDF Invoicing](https://jetpackcrm.com/feature/invoices/) * 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](https://jetpackcrm.com/features/#features) = Privacy Policy = For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please [see here](https://jetpackcrm.com/privacy-policy/) == Installation == 1. First make sure you've got WordPress installed. 2. Install your plugin as below (you may already know how!) 3. Activate the plugin through the 'Plugins' screen in WordPress 4. The first time you load the plugin you'll see a Welcome Wizard which will guide you through the basic setup! 5. Check out our [Learn page](https://jetpackcrm.com/learn/) to get started For more documentation, please see: https://kb.jetpackcrm.com ###Automatic Install From WordPress Dashboard 1. Login to your the admin panel 2. Navigate to Plugins -> Add New 3. Search **Jetpack CRM** 4. Click install and activate, and then follow the Welcome Wizard ###Manual Install From WordPress Dashboard 1. Download the plugin by clicking on the blue 'Download' button above. A ZIP file will be downloaded. 2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload. 3. Click choose file, select the plugin file and click install 4. Activate the plugin, and then follow the Welcome Wizard ###Install Using FTP 1. Download the plugin by clicking on the blue 'Download' button above. A ZIP file will be downloaded. 2. Unzip the file. 3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too. 4. Upload the folder to wp-content/plugins/ 5. Log in to your WordPress dashboard. 6. Navigate to Plugins -> Installed 7. Activate the plugin, and then follow the Welcome Wizard == Frequently Asked Questions == = Is there any limits to customer counts in Jetpack CRM? = There are absolutely no limits in Jetpack CRM, apart from the usual ones applied by your host (database size etc.) = Can I develop on top of Jetpack CRM? = Of course. Please reach out to us via the in-plugin feedback page if you want to, we'll help you get started, or check out our [Developer resources](https://jetpackcrm.com/feature/developer-ready/). = Is Jetpack CRM really free? = Totally. The core is a solid, useful, Customer Relationship Manager right out of the box. You don't need anything else to get started managing your leads, and customers. We do build extensions, (because we need them), but they're not at all essential. Further, they're cheap in comparison to the pay-per-month CRM options. = Where can I see the CRM extensions? = Here: https://jetpackcrm.com/extensions/ = Why host your own CRM in WordPress? = Data-privacy, control, extendibiliy. You're probably already paying for hosting too, so you'll save there. SaaS has its place, but there's so much value in hosting your own. = How do I get my existing customers into Jetpack CRM? = The free core has a basic CSV Importer which works well. You can also use our extensions: CSV Importer, or one of the Sync's (PayPal Sync, Woo Sync, or Stripe Sync) - these automatically pull in all of your customer data (including transactions) and then keeps it up to date for you! = Do you have a B2B mode? = Yep, that's an option in the settings. Enabling Business-to-Business mode adds a "Companies" layer, which lets you have contacts under a company. == Screenshots == 1. Dashboard 2. Manage Contacts 3. View Contact 4. Segment Editor == Changelog == = 4.0.2 04/09/2020 = * Improved: Dashboard Revenue Chart now shows 12 months * Fixed: Dashboard Revenue Chart was missing some transactions * Fixed: Customer pre-fill now pre-fills properly. * Fixed: Date paid and date completed now always filled * Fixed: Bulk selection not working in WP5.5+ * Fixed: WP5.5+ jQuery function support * Fixed: Some learn buttons were appearing behind some other elements * Fixed: Custom dates like Birthday were not allowing pre 1970 date entries * Fixed: Logo hover icon for fullscreen now turned black from white on white * Fixed: Author update to be Automattic * Fixed: Task status labels now format the colour of the label = 4.0.1 20/08/2020 = * Fixed: AJAX.php file was being detected as a virus by some AV scanners * Fixed: Removed unnecessary notification after plugin installation * Fixed: the Jetpack Forms extension name * Fixed: Edit profile avatar sometimes not aligning correcetly * Fixed: Transaction creation prefill now works * Fixed: View button on transaction (after assigning a contact) now takes you to view, not edit * Fixed: Clicking a sent email was not loading email correctly * Added: Use the Jetpack contact form toggle setting to determine whether to save the contact * Added: Ability to hide prefix field * Fixed: Date Paid field is now in correct format in transactions list view. * Improved: Made links open in parent tab rather than new tab where it made sense to do so * Improved: Store the name from a Jetpack contact form submission * Improved: The Jetpack Forms extension will now be enabled by default when the settings are initialized or reset = 4.0 20/07/2020 = * Jetpack CRM branding [See the previous changelogs here](https://jetpackcrm.com/consistency/). == Upgrade Notice == = 4.0 = Major upgrade to change the branding to 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: