WP-CRM alternatives
WP-CRM was closed on wordpress.org in April 2022 for a security issue and receives no updates through the directory. If you still run it, move to a maintained plugin.
Why people look for an alternative
- It was closed on wordpress.org for a security issue.
- It receives no updates through the plugin directory.
The alternatives
- Best free sales and service CRM
Plugixa CRM
A maintained CRM with contacts, companies, deals, roles and a customer portal, free, in its own database tables.
Active installs: Fewer than 10 · From €39 / year
Plugixa CRM review → - Best for quotes and invoicing
Jetpack CRM
A maintained contact CRM with quotes, invoices and a client portal, free.
Active installs: 30,000+ · 4.32 / 5 (152 ratings) · From $132 / year
Jetpack CRM review → - Best for client and project tracking
WP-CRM System
A maintained CRM that, like WP-CRM, stores records as WordPress posts.
Active installs: 700+ · 3.93 / 5 (15 ratings) · From $99 / year
WP-CRM System review → - Best for email marketing automation
FluentCRM
A maintained contact CRM with email marketing, if that is what you used WP-CRM for.
Active installs: 80,000+ · 4.77 / 5 (250 ratings) · From $90 / year
FluentCRM review →
Moving your data
Export your WP-CRM users and contacts as CSV, then import them into the new plugin. Test on a staging copy first, and deactivate WP-CRM once the data is moved.
The picks side by side
Scroll sideways to see more plugins, or untick some above.
| Feature | Plugixa CRM | Jetpack CRM | WP-CRM System | FluentCRM |
|---|---|---|---|---|
| Contacts and companies | ||||
| ContactsStores people with their details, notes and a history of what happened with them. | YesFreeA contact can have several email addresses and phone numbers, one of each marked primary. | YesFree | YesFree | YesFree |
| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFreeAccounts with a parent and child hierarchy, and a link to contacts that records each person's role. | YesFreeCompanies come with B2B mode, which you turn on in the free plugin. | YesFreeCompanies are called Organizations, and contacts and opportunities can be attached to them. | YesFree |
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesFree | YesPaid add-onSold as the Custom Fields extension from $29 a year, and included in all three bundles. | YesFree |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | PartialFreeYou can merge two contacts you pick from the list. Automatic duplicate detection was not found. | PartialFreeDuplicate contacts are skipped or updated by email address on import and quick add. There is no tool to find and merge existing duplicates. | Not checked |
| Sales pipeline | ||||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | NoContacts move through statuses such as Lead and Customer, but there is no deal record with a value and stage. | PartialFreeOpportunities have a value, a probability, a close date and a won or lost status, but no pipeline stages. | No |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesFree | No | No | No |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesFree | No | No | No |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | YesFreeA weighted pipeline forecast, win rate and expected close by month. | No | No | No |
| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | YesFreeA lead converts into an account, a contact and an opportunity in one step. | NoLeads are contacts with a Lead status, not a separate record type. | NoThere is no separate lead record. Opportunities can be converted into projects. | NoA contact is labelled Lead or Customer. There is no separate lead record to convert. |
| Activities and email | ||||
| TasksTasks with a due date and an assignee, linked to a record. | YesFree | YesFree | YesFree | PartialFreeTasks come from the separate FluentBoards plugin and show on the contact profile. |
| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | 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. | Not checked |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFree | YesFreeCalls and meetings are log types on a contact's activity log. | No | YesFreeCalls and meetings are note types in the Notes and Activities tab. |
| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | 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. | YesFreeDirect email works only for contacts with a Subscribed status. |
| Incoming emailReads a mailbox and files incoming mail against the matching records. | YesFreeReads your own mailbox over IMAP. Incoming mail can create cases automatically. | No | No | Not checked |
| Marketing | ||||
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | YesFreeCampaigns, target lists and mass email sent in batches, with open and click tracking on your own domain. | YesPaid add-on | PartialFreeThe free Email screen can send one message to many contacts through WordPress mail. MailChimp Sync only adds contacts to a Mailchimp list. | YesFree |
| Marketing automationRuns sequences or workflows triggered by events, such as a tag added or a form submitted. | NoTarget lists are static, and there is no workflow or sequence builder. | YesPaid add-onA free internal automator exists, but configurable workflows need the Automations extension ($79 a year). | No | YesFreeThe free version has a small set of triggers and actions. Most integration triggers need Pro. |
| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | YesFreeWeb-to-lead forms as a block or a shortcode; submissions arrive as leads. | YesFree | No | PartialFreeForms created in FluentCRM are Fluent Forms forms, so the free Fluent Forms plugin must be installed. |
| Customer support | ||||
| Tickets or casesA support queue of customer requests with a status and an owner. | YesFreeCases with statuses, priorities and types, assigned round-robin or to whoever is least busy. | PartialPaid add-onThe Awesome Support extension shows tickets from the separate Awesome Support plugin inside the CRM. | NoNo ticket queue. Zendesk Connect shows a contact's Zendesk tickets on the record. | NoTickets come from the separate Fluent Support plugin and show on the contact profile. |
| Knowledge baseHelp articles you write in the CRM and can show to customers. | YesFreeArticles in a category tree. Articles you mark as public appear in a help centre on your site. | No | No | Not checked |
| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | YesFreeCustomers see their own cases, shared documents, meetings, calls and help articles. Each panel is a separate switch. | YesFreeThe portal is free. Client Portal Pro adds file downloads, tasks and tickets. | YesPaid add-onClients log in to see their projects, tasks, campaigns and, with the Invoicing extension, invoices. Included in all bundles. | Not checked |
| Team and permissions | ||||
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | YesFreeRoles per record type and per action, each with an all, team, own or none scope. | YesFree | NoAccess is granted to a chosen WordPress role and those above it. There are no CRM-specific roles. | PartialPaid: Solo/BloggerPro managers get permissions set per user, not per named role. |
| Record-level accessLimits which records or fields a user can see, for example only their own or their team's. | YesFreeRecords are limited to a user's own, their team's or all, and single fields can be hidden or made read-only. | PartialFreeContacts can be assigned to a CRM user, and editing can be limited to the owner. Field-level control was not found. | YesFreeAn option hides other users' records from the admin lists for everyone except administrators. | NoManager permissions apply globally, so a manager sees all contacts their permissions cover. |
| Change historyKeeps a log of who changed what on a record. | YesFree | PartialFreeThe activity log records status changes and edits made through the portal or profile, but not a full field history. | Not checked | Not checked |
| Reports and data | ||||
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFreeA report builder with charts over deals, leads, meetings, calls and tasks, and multi-tab dashboards. | YesFreeThe free dashboard shows contact and activity charts. Revenue reports need the Sales Dashboard extension. | YesFree | YesFreeCampaign and automation reports are free. Contact, WooCommerce and LMS reports need Pro. |
| CSV import and exportImports contacts from a CSV file and exports them to one. | YesFreeCSV import with column mapping and an undo for the whole run; CSV and Excel export. | YesFreeA basic CSV importer and an export page are free. CSV Importer PRO adds more options. | YesFree | YesPaid: Solo/BloggerCSV import is free. Contact export needs Pro. |
| WebhooksSends a message to a URL you choose when records change. | YesFree | NoThe free plugin only accepts incoming webhook requests. No outgoing webhooks on record changes were found. | PartialPaid add-onZapier Connect sends record updates and deletions to Zapier, not to any URL you choose. | YesPaid: Solo/BloggerOutgoing webhooks run as an automation step in Pro. Incoming webhooks are free. |
| REST APIA documented API for reading and writing CRM records from other software. | YesFreeAbout 230 documented REST routes, with the same permission rules as the admin screens. | YesFree | NoThe free plugin registers no REST routes, and its post types are not exposed to the WordPress REST API. | YesFreeDeveloper docs say core endpoints work on the free plugin, but the Free vs Pro table lists the REST API under Pro. |
| Commerce | ||||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesFree | YesPaid add-on | YesFreePurchase history on the contact profile is free. Segmentation, triggers and reports for WooCommerce need Pro. |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | YesFree | YesPaid add-onThe Invoicing extension sends invoices and takes card payments through Stripe. Included in all bundles. | Not checked |
| Integrations | ||||
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesPaid: ProContact Form 7, WPForms, Gravity Forms and Elementor forms. | YesPaid add-onJetpack Forms is supported for free. Contact Form 7 and Gravity Forms each need a paid extension. | YesPaid add-onGravity Forms Connect and Ninja Forms Connect are separate extensions. No Contact Form 7 or WPForms extension is listed. | YesFreeFluent Forms is free. Elementor, Divi Bloom, Thrive and Beaver Builder forms need Pro. Other form plugins can post to an incoming webhook. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | No | PartialPaid add-onOnly through Zapier, which can add Google Calendar entries when a project or task changes. | Not checked |
| Platform | ||||
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database, in the plugin's own tables | Your WordPress database | Your WordPress database (custom post types) | Your WordPress database |
| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | YesFreeA shortcode puts the whole CRM on a page of your site for staff, inside your theme. | NoThe front end offers a client portal for customers only. Staff use the CRM in wp-admin. | No | Not checked |
- 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.