Best free WordPress CRM plugins
Every plugin here has a free version, but they hold back different things. One gives a pipeline free and charges for custom fields. Another gives automation free and charges for the pipeline.
The right free CRM depends on which feature you can least do without.
Our picks
- Best free sales and service CRM
Plugixa CRM
Companies, deals, several pipelines, a forecast, cases, a knowledge base, a customer portal, roles, email campaigns and incoming email, all free. Custom fields and integrations are in Pro.
Active installs: Fewer than 10 · From €39 / year
Plugixa CRM review → - Best for email marketing automation
FluentCRM
Free contacts, companies, custom fields, campaigns and basic automation, with unlimited contacts. No pipeline, and contact export needs Pro.
Active installs: 80,000+ · 4.77 / 5 (250 ratings) · From $90 / year
FluentCRM review → - Best free hosted CRM
HubSpot
Free contacts, deals, tickets, forms and marketing email, hosted by HubSpot. Limited to two users and 1,000 contacts, with HubSpot branding.
Active installs: 200,000+ · 4.34 / 5 (207 ratings) · From $84 / year
HubSpot review → - Best for quotes and invoicing
Jetpack CRM
Free contacts, companies, custom fields, quotes, invoices and a client portal. No pipeline; campaigns are a paid extension.
Active installs: 30,000+ · 4.32 / 5 (152 ratings) · From $132 / year
Jetpack CRM review → - Best for HR and accounting together
WP ERP
Free contacts, companies, activities, two-way email, roles and invoices through the accounting module. Deals need a paid plan.
Active installs: 5,000+ · 4.38 / 5 (149 ratings) · From $137 / year
WP ERP review → - Best for sales funnels and automation
Groundhogg
Free contacts, broadcasts, a visual automation editor, forms and reports, with unlimited contacts. The pipeline needs a paid plan.
Active installs: 2,000+ · 4.87 / 5 (149 ratings) · From $240 / year
Groundhogg review →
How we chose
A feature counts as free only if the vendor's own pages put it in the free version. Where we could not confirm the tier, the table says "Not checked".
If you need a sales pipeline without paying, only Plugixa CRM and HubSpot's hosted free plan include one.
The picks side by side
Scroll sideways to see more plugins, or untick some above.
| Feature | Plugixa CRM | FluentCRM | HubSpot | Jetpack CRM | WP ERP | Groundhogg |
|---|---|---|---|---|---|---|
| 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 | 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. | YesFree | YesFree | YesFreeCompanies come with B2B mode, which you turn on in the free plugin. | YesFree | YesPaid: PlusCompany records come from the Companies extension, included from Plus or sold alone from $59 a year. |
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesFree | YesFreeThe free plan allows 10 custom properties. Paid plans raise the limit. | YesFree | YesPaid: StarterThe Custom Field Builder extension adds fields to contact and company forms. | YesFree |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | Not checked | PartialFreeContacts are deduplicated by email and companies by domain, and records can be merged on all plans. The duplicates manager needs a Professional plan. | PartialFreeYou can merge two contacts you pick from the list. Automatic duplicate detection was not found. | No | PartialFreeTwo contacts can be merged by hand from the record. No tool that finds duplicates was found. |
| Sales pipeline | ||||||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | No | YesFree | NoContacts move through statuses such as Lead and Customer, but there is no deal record with a value and stage. | YesPaid: Growth | YesPaid: PlusThe Sales Pipeline extension is included from Plus or sold alone from $79 a year. Deals have a close date, a close probability and products. |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesFree | No | YesFree | No | YesPaid: Growth | YesPaid: Plus |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesFree | No | YesPaid: Starter Customer PlatformThe free plan has one default pipeline. Starter allows 15 custom pipelines, shared across objects. | No | YesPaid: Growth | YesPaid: Plus |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | YesFreeA weighted pipeline forecast, win rate and expected close by month. | No | YesPaid: Sales Hub Professional | No | Not checked | Not checked |
| 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. | NoA contact is labelled Lead or Customer. There is no separate lead record to convert. | PartialPaid: Sales Hub ProfessionalLeads are linked to existing contacts or companies and move through lead stages towards a deal, rather than converting into a new contact. Needs Sales Hub Professional. | NoLeads are contacts with a Lead status, not a separate record type. | NoLead is a life stage on the contact record, not a separate record. | NoThere is no separate lead record. Leads are contacts, and deals are created from them. |
| 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 | YesFree |
| 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. | Not checked | Not checked | YesFree | YesFree | Not checked |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFree | YesFreeCalls and meetings are note types in the Notes and Activities tab. | YesFree | YesFreeCalls and meetings are log types on a contact's activity log. | YesFree | YesFree |
| 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. | YesFreeDirect email works only for contacts with a Subscribed status. | YesFree | YesFree | YesFree | YesFree |
| Incoming emailReads a mailbox and files incoming mail against the matching records. | YesFreeReads your own mailbox over IMAP. Incoming mail can create cases automatically. | Not checked | YesFreeEmail is connected through HubSpot's shared inbox. Email sync is listed as a Starter feature, so free-plan limits were not checked in detail. | No | YesFreeReplies are filed on the contact once an IMAP mailbox is connected; a Gmail API connection is also offered. | PartialPaid: ProReplies to Groundhogg emails reach the contact record through Groundhogg's hosted relay. It needs an active licence and does not read a mailbox of your own. |
| 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. | YesFree | YesFreeFree marketing email carries HubSpot branding and has sending limits. | YesPaid add-on | PartialContacts sync to the separate weMail plugin, where campaigns are created and sent. | 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. | YesFreeThe free version has a small set of triggers and actions. Most integration triggers need Pro. | YesPaid: Starter Customer PlatformStarter has simple email, contact and deal automation. Full workflows need a Professional plan. | YesPaid add-onA free internal automator exists, but configurable workflows need the Automations extension ($79 a year). | YesPaid: Growth | YesFree |
| 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. | PartialFreeForms created in FluentCRM are Fluent Forms forms, so the free Fluent Forms plugin must be installed. | YesFree | YesFree | YesFreeSubscription forms add contacts to a contact group. | YesFree |
| 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. | NoTickets come from the separate Fluent Support plugin and show on the contact profile. | YesFree | PartialPaid add-onThe Awesome Support extension shows tickets from the separate Awesome Support plugin inside the CRM. | NoThere is no ticket queue. Paid extensions show tickets from Awesome Support, Zendesk or Help Scout on a contact. | NoThere is no ticket queue. A paid Help Scout integration connects an outside helpdesk. |
| 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. | Not checked | YesPaid: Service Hub Professional | No | Not checked | No |
| 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. | Not checked | YesPaid: Service Hub ProfessionalThe portal shows customers their own support tickets only. | YesFreeThe portal is free. Client Portal Pro adds file downloads, tasks and tickets. | NoThe vendor FAQ says the CRM and accounting modules have no frontend. | 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. | PartialPaid: Solo/BloggerPro managers get permissions set per user, not per named role. | PartialFreePermissions are set per user on all plans. Reusable permission sets need an Enterprise plan. | YesFree | YesFreeThe free plugin adds CRM Manager and CRM Agent roles. | YesFreeAdds Marketer, Sales Manager and Sales Representative roles. |
| 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. | NoManager permissions apply globally, so a manager sees all contacts their permissions cover. | YesFreeUsers can be limited to records they own on all plans. Team-only access needs a Professional plan. | PartialFreeContacts can be assigned to a CRM user, and editing can be limited to the owner. Field-level control was not found. | YesFreeAgents see only the contacts they own; managers see all. | YesFreeSales Representatives see only the contacts they own. Field-level limits were not found. |
| Change historyKeeps a log of who changed what on a record. | YesFree | Not checked | YesFreeProperty history shows each change, its date and its source, such as a user, an import or a workflow. | PartialFreeThe activity log records status changes and edits made through the portal or profile, but not a full field history. | 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. | YesFreeA report builder with charts over deals, leads, meetings, calls and tasks, and multi-tab dashboards. | YesFreeCampaign and automation reports are free. Contact, WooCommerce and LMS reports need Pro. | YesFree | YesFreeThe free dashboard shows contact and activity charts. Revenue reports need the Sales Dashboard extension. | YesFree | YesFree |
| 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. | YesPaid: Solo/BloggerCSV import is free. Contact export needs Pro. | YesFree | YesFreeA basic CSV importer and an export page are free. CSV Importer PRO adds more options. | YesFree | YesFree |
| WebhooksSends a message to a URL you choose when records change. | YesFree | YesPaid: Solo/BloggerOutgoing webhooks run as an automation step in Pro. Incoming webhooks are free. | YesPaid: Data Hub ProfessionalThe Send a webhook workflow action needs Data Hub Professional. Developer apps can also subscribe to record changes through the webhooks API. | NoThe free plugin only accepts incoming webhook requests. No outgoing webhooks on record changes were found. | Not checked | YesPaid: BasicSending a webhook is a premium flow step, listed on every paid plan. Free users cannot use it. |
| 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. | YesFreeDeveloper docs say core endpoints work on the free plugin, but the Free vs Pro table lists the REST API under Pro. | YesFree | YesFree | YesFreeThe plugin ships REST endpoints for contacts, companies and activities; the public API docs are on GitHub and look dated. | YesFree |
| Commerce | ||||||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesFreePurchase history on the contact profile is free. Segmentation, triggers and reports for WooCommerce need Pro. | PartialFreeNot part of the HubSpot plugin. WooCommerce sync is offered by third-party apps, such as the one from MakeWebBetter. | YesFree | YesPaid: Growth | YesPaid: ProThe WooCommerce extension is included in Pro or sold alone from $99 a year. |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | Not checked | YesFreeInvoices are listed for all plans. Quotes need a Commerce Hub Professional plan. | YesFree | YesFreeInvoices and quotations come from the free accounting module, using CRM contacts as customers. | No |
| 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. | YesFreeFluent Forms is free. Elementor, Divi Bloom, Thrive and Beaver Builder forms need Pro. Other form plugins can post to an incoming webhook. | YesFreeListed integrations include Gravity Forms, Ninja Forms, WPForms, Formidable and Forminator. Contact Form 7 is not listed. | YesPaid add-onJetpack Forms is supported for free. Contact Form 7 and Gravity Forms each need a paid extension. | YesFreeContact Form 7 and Ninja Forms are free; Gravity Forms sync needs the Growth plan. | YesPaid: PlusContact Form 7, Gravity Forms, WPForms, Fluent Forms and others are listed from Plus. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | Not checked | YesFree | No | Not checked | YesPaid: PlusGoogle Calendar sync comes with the Booking Calendar extension, included from Plus or sold alone from $79 a year. |
| 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 | HubSpot's servers (hosted CRM) | Your WordPress database | Your WordPress database | Your WordPress database (custom tables) |
| 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. | Not checked | NoThe CRM runs in HubSpot's own web app. The plugin adds tools to wp-admin and forms or chat to site pages, not a staff CRM on the site. | NoThe front end offers a client portal for customers only. Staff use the CRM in wp-admin. | NoThe vendor FAQ says the CRM has no frontend; only HR has a paid frontend extension. | 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.