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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

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

7.07/10

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

4.91 / 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 tailored for WordPress users, standing out among alternatives like WP Fusion Lite and HubSpot. It balances ease of use with extensibility, making it suitable for businesses seeking integrated client management and billing features.

Top alternatives

Strengths

Extensible architecture allowing deep customizations
Integrated management of contacts, invoices, and billing
User-friendly interface for managing quotes and transactions
Supports automation and email marketing features

Weaknesses

Lacks direct integration to add WooCommerce products to invoices
User interface feels somewhat outdated and could benefit from UX improvements
Some advanced features require developer knowledge
Support response times can be slow at times

User Sentiment Analysis

User feedback highlights Jetpack CRM's solid foundation and extensibility, though some users report missing features and support delays.

Positive highlights

'Very professional support and favorable impression' – brnwp
'Solid, flexible CRM with extensibility for custom workflows' – mdedsm
'User-friendly and feature-rich interface' – florian94
'Support was friendly and helpful resolving issues' – pows2024

Common complaints

No ability to add WooCommerce products directly to invoices or quotes
Form builder limitations with only email field showing
Occasional slow or unresponsive support communication
Outdated UI and UX wording causing confusion

Weaknesses

Requires developer skills for advanced customizations
Limited automatic integration with third-party WooCommerce extensions
Basic features like product selection in invoices missing
Support can be inconsistent in responsiveness

Who Should Use This?

Best for

Businesses using WordPress who need a customizable CRM with integrated billing and client management, especially those with access to developer resources for advanced customization.

Not ideal for

Users seeking a no-code, out-of-the-box CRM with seamless WooCommerce product invoicing or those requiring immediate, highly responsive support.

Pricing & Value

Free version includes

The free version provides core CRM features including contact management, quotes, invoices, and basic email marketing capabilities, offering good value for small businesses starting out.

Pro version

The premium version unlocks advanced automation, enhanced integrations, additional billing features, and priority support, catering to growing businesses needing more robust CRM functionality.

Final Verdict

Jetpack CRM is a robust and extensible CRM solution for WordPress users, offering a solid foundation for managing clients, leads, and billing within one plugin.

While it excels in customization and core features, some basic functionalities like WooCommerce product invoicing are missing, and support responsiveness can vary, making it best suited for users comfortable with some technical involvement.

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.