Find your fit
Who it is for
It fits a business already operating WordPress that wants its CRM and client documents there, with someone available to maintain the site, plugins and user access. Agencies, freelancers and other small teams can keep proposals and billing alongside contact history. A business without a WordPress site should include the site itself in the effort and cost estimate.
The contact-versus-company model deserves an early decision for B2B users. A company can group several people and hold its own invoices or transactions, but it cannot log into the portal or receive a quote. If a shared organization quote or portal view is needed, the vendor advises using a contact record representing that organization.
The work it supports
Core capabilities
Install the free plugin through WordPress Admin and run its onboarding wizard. Set the business name and default currency, then choose the Quotes, Invoices and WooSync modules actually needed. Begin with fictional contacts and check the WordPress roles before giving the team access to real customer records.
Contacts are the center of the CRM: related activity, proposals, invoices and transactions can be kept with the person. Companies can group contacts and hold invoices or transactions of their own. For a customer with several people, decide which records belong to the organization and which belong to a particular contact.
Create a quote for a selected contact from WordPress Admin, enter its value and issue date, and add notes or files where useful. A contact can review and accept it in the portal or through an Easy-Access link; if notifications are enabled, the team can receive an acceptance message and see the updated quote status.
An accepted quote does not automatically become an invoice in the current documentation. Staff must create a new invoice, add line items and verify its amount and status. This handoff is a useful pilot check: compare the accepted quote with the manually drafted invoice before sending it.
The core invoice builder tracks Draft, Unpaid, Paid and Overdue states. Online payment through PayPal or Stripe is described with the Invoicing Pro extension, so check the selected license and processor setup before describing a portal invoice as payable online.
The Client Portal links a CRM contact to a WordPress user account so the contact can log in and view quotes and invoices. The owner can choose automatic or manual account creation. Easy-Access links are another route for viewing a quote or invoice without a login; treat those links as sensitive and test the intended access path before sending one.
Team members use WordPress accounts and Jetpack CRM roles to control access to contacts, quotes, invoices and settings. Give a fictional quote and invoice to someone in each intended role to see whether the permissions are sufficient without exposing unrelated records.
Understand the offer
Pricing and getting started
The WordPress CRM core is free to install. Current paid bundles distinguish Freelancer, with four listed extensions, from Entrepreneur, with the larger extension library; both list one site and 12 months of support and updates. Reseller lists ten sites and rebranding rights. Confirm the exact extension set and site count on the selected order.
Extensions such as Invoicing Pro, form connections, payment sync and mail campaigns may be acquired through a qualifying bundle or separately. A quoted or invoiced amount inside the core should not be mistaken for an enabled online checkout: Invoicing Pro and the relevant processor connection are separate setup and commercial checks.
Paid extension and bundle subscriptions renew annually unless cancelled before renewal. During an active term, the vendor provides eligible downloads, updates and support. Already installed premium extensions continue in their current state after expiry, but lose updates and support; budget for that maintenance boundary on a live WordPress site.
There is no live demo of premium extensions. The free core can be installed for a pilot, while paid purchases carry a 14-day money-back guarantee under the vendor’s stated policy. The displayed monthly equivalent is billed yearly, so use the current checkout for the actual charge and renewal date instead of a promotional headline.
Look a little closer
Before you choose
Run an end-to-end fictional client example: install on a test WordPress site, create a contact and company, draft and accept a quote, manually create the matching invoice, and view it through the intended portal or Easy-Access route. Check the company/contact boundary and team roles at each step.
Before paying for an extension bundle, list the actual site count, processor, form/email connections and support/update requirements. Verify that the chosen extension rights cover the workflow, then record the annual renewal terms. For portal access, decide whether customers need WordPress accounts or link-based viewing and how those links will be protected.
10 distinct sources behind this profile. Research observed Oct 21, 2026. Features and offers can change.
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