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/ Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation

Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation

By Automattic

Customer Management / CRM & Customer Database

Reviewed by Abdul Hameid

Trusted WordPress expert with 20+ years of experience evaluating plugins for the WP ecosystem.

Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation Review - In-Depth Analysis

Jetpack CRM is a powerful tool for small businesses to manage clients, leads, invoicing, and email marketing. It integrates seamlessly with WooCommerce for enhanced functionality.

Performance Overview

WPS Score

6.9/10

User Rating

4.3/5 (based on 152+ reviews)

Active Installations

30,000+

Update Frequency

Outstanding It is calculated using the weighted average of same category plugins.

Security Score

4.63 / 10 (Low Risk) It is calculated using the weighted average of all versions.

What It Does

Jetpack CRM is designed for small businesses to effectively manage their customer relationships. This plugin allows users to handle leads, invoicing, billing, and email marketing all in one place.

With its user-friendly interface, Jetpack CRM simplifies the process of managing client interactions and transactions. It is particularly beneficial for eCommerce sites, agencies, and freelancers looking to streamline their operations.

Features include a client portal for easy access to quotes and invoices, lead generation tools, and integration with payment gateways like Stripe and PayPal. The plugin is also compatible with WooCommerce, allowing for seamless synchronization of customer data and transactions.

Comparing to Alternatives

Jetpack CRM offers a comprehensive CRM solution with invoicing, billing, email marketing, and automation features. It competes well with other popular CRM plugins but stands out for its extensibility and professional support.

Top alternatives

Strengths

Highly extensible and customizable architecture
Professional and responsive support team
Comprehensive feature set including invoicing and email marketing
Good integration capabilities with other plugins and workflows
Strong user base with mostly positive reviews

Weaknesses

User interface can feel outdated and sometimes confusing
Lacks seamless integration of WooCommerce products into invoices
Some users report delays in support communication
Security vulnerabilities have been reported and fixed in past versions

User Sentiment Analysis

With a strong majority of 5-star ratings and an overall rating of 4.3, users appreciate Jetpack CRM's professionalism and extensibility. However, some users note issues with missing features and occasional support delays.

Positive highlights

"Very professional support and excellent assistance" — brnwp
"Rock-solid, extensible CRM for WordPress with deep customization" — mdedsm
"Nice visual CRM to start business activities" — florian94
"Support was friendly and helpful resolving issues" — pows2024
"User-friendly and feature-rich interface" — Emre O.

Common complaints

Weaknesses

Interface feels somewhat old-fashioned and can increase cognitive load
Missing basic features like adding WooCommerce products to invoices
Support response times can be slow or inconsistent
Security vulnerabilities have been identified in past versions

Who Should Use This?

Best for

Businesses and developers looking for a highly extensible WordPress CRM with invoicing and marketing automation features, and who value professional support.

Not ideal for

Users seeking a modern, intuitive UI or seamless WooCommerce product integration in invoices, or those concerned about past security vulnerabilities and requiring immediate support responsiveness.

Pricing & Value

Free version includes

The free version offers a solid CRM foundation with client management, invoicing, and basic email marketing features suitable for small businesses.

Pro version

The premium version adds advanced automation, enhanced integrations, priority support, and additional marketing tools to extend CRM capabilities.

Final Verdict

Jetpack CRM is a robust and extensible CRM solution for WordPress users who need a comprehensive tool for client management, invoicing, and marketing automation. Its professional support and customization options make it a strong choice for businesses with specific workflow needs.

However, the plugin's somewhat dated interface, missing WooCommerce product integration in invoices, and history of security vulnerabilities may deter some users. Those prioritizing modern UI and seamless e-commerce features might consider alternatives. Overall, Jetpack CRM offers good value, especially with its pro features, for users willing to invest in customization and support.

Other Notable Features

Here are a few other notable features of this free Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation plugin.

Client Portal

CRM

Lead Generation

Marketing Automation

WooCommerce CRM

Screenshots

FAQ

There are absolutely no limits in Jetpack CRM, apart from the usual ones applied by your host (database size etc.), you can create as many clients or invoices as you’d like!

Contributors and developers

“Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation” is open source software. The following people have contributed to this plugin.