= 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 == = 4.0.7 12/11/20 = * Fixed: Dompdf exception creating quotes with Preformatted option selected * Fixed: Style bug when displaying multi-option custom fields on the contact and company view page * Fixed: Bug where license system modal sometimes reloaded to an incorrect URL * Fixed: Bug in permissions around verifying back end users * Fixed: Removed internal PHP notice in Invoices section * Fixed: Sorting contact list view by company now works properly * Fixed: Bug where some logs were not showing under 'latest log' column (due to ownership) * Fixed: Incorrectly referenced second address fields in DB Object model for companies * Fixed: Total transaction column value on company list view * Fixed: Several fields were not displaying properly in quote list view * Fixed: A deep bug in address custom fields where those fields with hyphens in the key were unsortable * Fixed: A bug where contact last contacted date was incorrectly showing as last updated value * Improved: Support for checkbox and multi-select custom fields * Improved: Keywords used for .org repository listing * Improved: Settings now accessible directly from within module (e.g. Invoices) via learn bar button * Improved: Corrected company name references * Improved: License system modal notice language and UI * Improved: License system update checks * Improved: You can now search for Transactions, Quotes, Invoices, and Companies by ID * Improved: Default sort order of DESC now reflects properly in list view sort icon * Improved: Centralised definitions of "Contact" type logs * Improved: Better formatting for 'added' date in company list view * Added: Ability to sort contact list view by: Latest Log * Added: Ability to sort contact list view by: Latest Contact Log * Added: Ability to sort contact list view by: Has Quotes, Has Invoices, Has Transactions * Added: Ability to sort contact list view by: Quote, Invoice, and Transaction count * Added: Ability to sort company list view by: Name, Status, Email, and other standard fields * Added: Ability to sort company list view by: Custom fields * Added: Ability to sort company list view by: Number of contacts at company * Added: Contact list view column "Has transactions" * Added: Company list view columns: Has Invoices, Has transactions, Invoice Count, Transaction Count, Transaction Value, Total Value (and made them sortable) * Added: Ability to sort quote list view by all columns * Added: Ability to sort invoice list view by all columns * Added: Ability to sort transaction list view by all columns * Added: Ability to sort form list view by all columns * Added: Last Updated column to contacts and companies = 4.0.6 29/10/20 = * Fixed: Duplicated tag with international charactes when they are added to a contact * Fixed: Style issue with Second Address block in the Client Portal * Fixed: Invoice line items now able to be added to invoices (req invoicing pro v2.7.1) * Fixed: Textarea custom field doesn't show new lines in view mode * Fixed: Remove Advanced Search (can search from list view mode since v3.0) * Fixed: JPCRM can not be installed if the API Connector plugin is already installed. * Fixed: Style issue mapping the fields in the CSV Importer section = 4.0.5 15/10/20 = * Fixed: Deleted segment shows as filter contact list view * Fixed: On export the contact or the transaction list, in the CSV file the owner ID was blank * Fixed: Wrong menu link showing task tags in CRM only mode * Fixed: Forms now track visits and conversions properly * Improved: Better mapping of older extension names into extension system * Added: Exporting objects owners now also exports owner username * Added: Core Extensions List updated with latest extensions = 4.0.4 02/10/20 = * Fixed: Issue related to contact and company bulk action deletion * Fixed: Old brand reference on CSV importer page * Fixed: New Company placeholder more specific to a real business * Fixed: Multi-value custom fields in client portal * Fixed: JPCRM roles for contacts explicity deny WP role capabilities when activated * Fixed: A user role still referenced the old brand * Fixed: Create new invoices without selecting a due date was showing up as Invalid Date * Fixed: Extension documentation links * Fixed: In the single contact view, the Invoices Total and Quotes Total now show their correct values * Fixed: Country field properly shows on contacts/companies * Fixed: Disabled modules show in the sidebar for CRM-only and Full layouts * Improved: Task scheduler now shows owner avatars * Improved: Contact List view can now be sorted by Total value as well as Quotes, Invoices, and Transactions total values * Improved: Form submission logs * Improved: Addressed stray PHP notices * Improved: Tweaked extensions detail page * Improved: Updated error messaging * Improved: Beginning of internal refactor of the API = 4.0.3 17/09/2020 = * Fixed: API docs link was incorrect * Fixed: Form widget now works as expected * Fixed: Restored user filter for tasks * Fixed: Custom field doesn't show up the dates previous to 1970 * Improved: Revenue chart on CRM Dash * Improved: Added gender-neutral contact prefix * Improved: Settings navigation styling * Improved: More robust paid extension handling * Improved: Tweaked list view columns * Added: Mail activity log type = 4.0.2 04/09/2020 = * 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 * Improved: Dashboard Revenue Chart now shows 12 months = 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 * 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 * Added: Use the Jetpack contact form toggle setting to determine whether to save the contact * Added: Ability to hide prefix field = 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: