Jetpack CRM alternatives
Jetpack CRM gives free quotes, invoices and a client portal. People look elsewhere because it has no sales pipeline, and because campaigns, automation and most integrations are paid extensions.
Why people look for an alternative
- There are no deals, kanban board or sales forecast.
- Email campaigns and automation are paid extensions.
- Contact Form 7 and Gravity Forms integrations are paid.
- The plan with every extension costs $204 a year for one site.
The alternatives
- Best for email marketing automation
FluentCRM
Free campaigns and basic automation, with unlimited contacts.
Active installs: 80,000+ · 4.77 / 5 (250 ratings) · From $90 / year
FluentCRM review → - Best free sales and service CRM
Plugixa CRM
Deals, pipelines, a forecast, email campaigns, cases and team permissions, free. It has no invoices.
Active installs: Fewer than 10 · From €39 / year
Plugixa CRM review → - Best for HR and accounting together
WP ERP
A CRM with free invoices through its accounting module, and deals in a paid plan.
Active installs: 5,000+ · 4.38 / 5 (149 ratings) · From $137 / year
WP ERP review → - Best for client and project tracking
WP-CRM System
A simple client and project CRM with free opportunities and campaigns.
Active installs: 700+ · 3.93 / 5 (15 ratings) · From $99 / year
WP-CRM System review →
Moving your data
Export contacts and companies from Jetpack CRM as CSV, then use the new plugin's importer. Quotes, invoices and transactions do not carry across. Test on a staging copy first.
The picks side by side
Scroll sideways to see more plugins, or untick some above.
| Feature | Jetpack CRM | FluentCRM | Plugixa CRM | WP ERP | WP-CRM System |
|---|---|---|---|---|---|
| Contacts and companies | |||||
| ContactsStores people with their details, notes and a history of what happened with them. | YesFree | YesFree | YesFreeA contact can have several email addresses and phone numbers, one of each marked primary. | YesFree | YesFree |
| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFreeCompanies come with B2B mode, which you turn on in the free plugin. | YesFree | YesFreeAccounts with a parent and child hierarchy, and a link to contacts that records each person's role. | YesFree | YesFreeCompanies are called Organizations, and contacts and opportunities can be attached to them. |
| Custom fieldsYou can add your own fields to contacts or other records. | YesFree | YesFree | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesPaid: StarterThe Custom Field Builder extension adds fields to contact and company forms. | YesPaid add-onSold as the Custom Fields extension from $29 a year, and included in all three bundles. |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | PartialFreeYou can merge two contacts you pick from the list. Automatic duplicate detection was not found. | Not checked | YesFree | No | PartialFreeDuplicate contacts are skipped or updated by email address on import and quick add. There is no tool to find and merge existing duplicates. |
| Sales pipeline | |||||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | NoContacts move through statuses such as Lead and Customer, but there is no deal record with a value and stage. | No | YesFree | YesPaid: Growth | PartialFreeOpportunities have a value, a probability, a close date and a won or lost status, but no pipeline stages. |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | No | No | YesFree | YesPaid: Growth | No |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | No | No | YesFree | YesPaid: Growth | No |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | No | No | YesFreeA weighted pipeline forecast, win rate and expected close by month. | Not checked | No |
| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | NoLeads are contacts with a Lead status, not a separate record type. | NoA contact is labelled Lead or Customer. There is no separate lead record to convert. | YesFreeA lead converts into an account, a contact and an opportunity in one step. | NoLead is a life stage on the contact record, not a separate record. | NoThere is no separate lead record. Opportunities can be converted into projects. |
| Activities and email | |||||
| TasksTasks with a due date and an assignee, linked to a record. | YesFree | PartialFreeTasks come from the separate FluentBoards plugin and show on the contact profile. | YesFree | YesFree | YesFree |
| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | YesFree | Not checked | YesFreeMonth, week and day views over tasks, calls and meetings, with working hours, holidays and free/busy. | YesFree | YesFreeThe calendar is on the CRM dashboard, and you can quick-add records from it. |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFreeCalls and meetings are log types on a contact's activity log. | YesFreeCalls and meetings are note types in the Notes and Activities tab. | YesFree | YesFree | No |
| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | YesFree | YesFreeDirect email works only for contacts with a Subscribed status. | YesFreeSent from any record, with templates and merge fields. | YesFree | PartialFreeThe free Email screen sends to chosen contacts and saves the message on their records. Sending from the record's edit screen needs the Notes & Email extension. |
| Incoming emailReads a mailbox and files incoming mail against the matching records. | No | Not checked | YesFreeReads your own mailbox over IMAP. Incoming mail can create cases automatically. | YesFreeReplies are filed on the contact once an IMAP mailbox is connected; a Gmail API connection is also offered. | No |
| Marketing | |||||
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | YesPaid add-on | YesFree | YesFreeCampaigns, target lists and mass email sent in batches, with open and click tracking on your own domain. | PartialContacts sync to the separate weMail plugin, where campaigns are created and sent. | PartialFreeThe free Email screen can send one message to many contacts through WordPress mail. MailChimp Sync only adds contacts to a Mailchimp list. |
| Marketing automationRuns sequences or workflows triggered by events, such as a tag added or a form submitted. | YesPaid add-onA free internal automator exists, but configurable workflows need the Automations extension ($79 a year). | YesFreeThe free version has a small set of triggers and actions. Most integration triggers need Pro. | NoTarget lists are static, and there is no workflow or sequence builder. | YesPaid: Growth | No |
| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | YesFree | PartialFreeForms created in FluentCRM are Fluent Forms forms, so the free Fluent Forms plugin must be installed. | YesFreeWeb-to-lead forms as a block or a shortcode; submissions arrive as leads. | YesFreeSubscription forms add contacts to a contact group. | No |
| Customer support | |||||
| Tickets or casesA support queue of customer requests with a status and an owner. | PartialPaid add-onThe Awesome Support extension shows tickets from the separate Awesome Support plugin inside the CRM. | NoTickets come from the separate Fluent Support plugin and show on the contact profile. | YesFreeCases with statuses, priorities and types, assigned round-robin or to whoever is least busy. | NoThere is no ticket queue. Paid extensions show tickets from Awesome Support, Zendesk or Help Scout on a contact. | NoNo ticket queue. Zendesk Connect shows a contact's Zendesk tickets on the record. |
| Knowledge baseHelp articles you write in the CRM and can show to customers. | No | Not checked | YesFreeArticles in a category tree. Articles you mark as public appear in a help centre on your site. | Not checked | No |
| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | YesFreeThe portal is free. Client Portal Pro adds file downloads, tasks and tickets. | Not checked | YesFreeCustomers see their own cases, shared documents, meetings, calls and help articles. Each panel is a separate switch. | NoThe vendor FAQ says the CRM and accounting modules have no frontend. | YesPaid add-onClients log in to see their projects, tasks, campaigns and, with the Invoicing extension, invoices. Included in all bundles. |
| Team and permissions | |||||
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | YesFree | PartialPaid: Solo/BloggerPro managers get permissions set per user, not per named role. | YesFreeRoles per record type and per action, each with an all, team, own or none scope. | YesFreeThe free plugin adds CRM Manager and CRM Agent roles. | NoAccess is granted to a chosen WordPress role and those above it. There are no CRM-specific roles. |
| Record-level accessLimits which records or fields a user can see, for example only their own or their team's. | PartialFreeContacts can be assigned to a CRM user, and editing can be limited to the owner. Field-level control was not found. | NoManager permissions apply globally, so a manager sees all contacts their permissions cover. | YesFreeRecords are limited to a user's own, their team's or all, and single fields can be hidden or made read-only. | YesFreeAgents see only the contacts they own; managers see all. | YesFreeAn option hides other users' records from the admin lists for everyone except administrators. |
| Change historyKeeps a log of who changed what on a record. | PartialFreeThe activity log records status changes and edits made through the portal or profile, but not a full field history. | Not checked | YesFree | YesFreeThe ERP audit log records who created, edited or deleted a contact or company. | Not checked |
| Reports and data | |||||
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFreeThe free dashboard shows contact and activity charts. Revenue reports need the Sales Dashboard extension. | YesFreeCampaign and automation reports are free. Contact, WooCommerce and LMS reports need Pro. | YesFreeA report builder with charts over deals, leads, meetings, calls and tasks, and multi-tab dashboards. | YesFree | YesFree |
| CSV import and exportImports contacts from a CSV file and exports them to one. | YesFreeA basic CSV importer and an export page are free. CSV Importer PRO adds more options. | YesPaid: Solo/BloggerCSV import is free. Contact export needs Pro. | YesFreeCSV import with column mapping and an undo for the whole run; CSV and Excel export. | YesFree | YesFree |
| WebhooksSends a message to a URL you choose when records change. | NoThe free plugin only accepts incoming webhook requests. No outgoing webhooks on record changes were found. | YesPaid: Solo/BloggerOutgoing webhooks run as an automation step in Pro. Incoming webhooks are free. | YesFree | Not checked | PartialPaid add-onZapier Connect sends record updates and deletions to Zapier, not to any URL you choose. |
| REST APIA documented API for reading and writing CRM records from other software. | YesFree | YesFreeDeveloper docs say core endpoints work on the free plugin, but the Free vs Pro table lists the REST API under Pro. | YesFreeAbout 230 documented REST routes, with the same permission rules as the admin screens. | YesFreeThe plugin ships REST endpoints for contacts, companies and activities; the public API docs are on GitHub and look dated. | NoThe free plugin registers no REST routes, and its post types are not exposed to the WordPress REST API. |
| Commerce | |||||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesFree | YesFreePurchase history on the contact profile is free. Segmentation, triggers and reports for WooCommerce need Pro. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesPaid: Growth | YesPaid add-on |
| Quotes and invoicesCreates quotes or invoices from the CRM. | YesFree | Not checked | NoThere are PDF templates for any record, but no quote or invoice records. | YesFreeInvoices and quotations come from the free accounting module, using CRM contacts as customers. | YesPaid add-onThe Invoicing extension sends invoices and takes card payments through Stripe. Included in all bundles. |
| Integrations | |||||
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesPaid add-onJetpack Forms is supported for free. Contact Form 7 and Gravity Forms each need a paid extension. | YesFreeFluent Forms is free. Elementor, Divi Bloom, Thrive and Beaver Builder forms need Pro. Other form plugins can post to an incoming webhook. | YesPaid: ProContact Form 7, WPForms, Gravity Forms and Elementor forms. | YesFreeContact Form 7 and Ninja Forms are free; Gravity Forms sync needs the Growth plan. | YesPaid add-onGravity Forms Connect and Ninja Forms Connect are separate extensions. No Contact Form 7 or WPForms extension is listed. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | No | Not checked | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | Not checked | PartialPaid add-onOnly through Zapier, which can add Google Calendar entries when a project or task changes. |
| Platform | |||||
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database | Your WordPress database | Your WordPress database, in the plugin's own tables | Your WordPress database | Your WordPress database (custom post types) |
| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | NoThe front end offers a client portal for customers only. Staff use the CRM in wp-admin. | Not checked | YesFreeA shortcode puts the whole CRM on a page of your site for staff, inside your theme. | NoThe vendor FAQ says the CRM has no frontend; only HR has a paid frontend extension. | No |
- Yes: The plugin does this.
- Partial: It does part of this; the note says what is missing.
- No: The plugin does not do this.
- Not checked: We could not confirm it from the vendor's own pages, so we do not claim either way.