FluentCRM vs Jetpack CRM
Both keep your data in WordPress and both lack a sales pipeline. FluentCRM is built for email marketing. Jetpack CRM is built for managing clients, quotes and invoices.
Both plugins have a checked value for 24 of 33 features, and they differ on 11 of them.
Verdict
FluentCRM for email marketing; Jetpack CRM for client billing. Neither tracks deals through a pipeline.
Choose FluentCRM if
- You send newsletters and want automation, with unlimited contacts.
- You need integrations with LMS, membership or e-commerce plugins.
Choose Jetpack CRM if
- You send quotes and invoices to clients.
- You want a client portal in the free version.
At a glance
| FluentCRM | Jetpack CRM | |
|---|---|---|
| Type | Email marketing CRM | Sales CRM |
| Active installs | 80,000+ | 30,000+ |
| Rating | 4.77 / 5 (250 ratings) | 4.32 / 5 (152 ratings) |
| Last updated | Oct 12, 2026 | Oct 5, 2026 |
| Free version | Yes | Yes |
| Price | From $90 / year | From $132 / year |
| Lifetime licence | Not listed | Not listed |
| Refunds | 14-day money-back guarantee | 14-day money-back guarantee |
Feature by feature
| Feature | FluentCRM | Jetpack CRM |
|---|---|---|
| Contacts and companies | ||
| ContactsStores people with their details, notes and a history of what happened with them. | YesFree | YesFree |
| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFree | YesFreeCompanies come with B2B mode, which you turn on in the free plugin. |
| Custom fieldsYou can add your own fields to contacts or other records. | YesFree | YesFree |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | Not checked | PartialFreeYou can merge two contacts you pick from the list. Automatic duplicate detection was not found. |
| Sales pipeline | ||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | No | NoContacts move through statuses such as Lead and Customer, but there is no deal record with a value and stage. |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | No | No |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | No | No |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | No | No |
| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | NoA contact is labelled Lead or Customer. There is no separate lead record to convert. | NoLeads are contacts with a Lead status, not a separate record type. |
| Activities and email | ||
| TasksTasks with a due date and an assignee, linked to a record. | PartialFreeTasks come from the separate FluentBoards plugin and show on the contact profile. | YesFree |
| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | Not checked | YesFree |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFreeCalls and meetings are note types in the Notes and Activities tab. | YesFreeCalls and meetings are log types on a contact's activity log. |
| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | YesFreeDirect email works only for contacts with a Subscribed status. | YesFree |
| Incoming emailReads a mailbox and files incoming mail against the matching records. | Not checked | No |
| Marketing | ||
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | YesFree | YesPaid add-on |
| Marketing automationRuns sequences or workflows triggered by events, such as a tag added or a form submitted. | YesFreeThe free version has a small set of triggers and actions. Most integration triggers need Pro. | YesPaid add-onA free internal automator exists, but configurable workflows need the Automations extension ($79 a year). |
| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | PartialFreeForms created in FluentCRM are Fluent Forms forms, so the free Fluent Forms plugin must be installed. | YesFree |
| Customer support | ||
| Tickets or casesA support queue of customer requests with a status and an owner. | NoTickets come from the separate Fluent Support plugin and show on the contact profile. | PartialPaid add-onThe Awesome Support extension shows tickets from the separate Awesome Support plugin inside the CRM. |
| Knowledge baseHelp articles you write in the CRM and can show to customers. | Not checked | No |
| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | Not checked | YesFreeThe portal is free. Client Portal Pro adds file downloads, tasks and tickets. |
| Team and permissions | ||
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | PartialPaid: Solo/BloggerPro managers get permissions set per user, not per named role. | YesFree |
| Record-level accessLimits which records or fields a user can see, for example only their own or their team's. | NoManager permissions apply globally, so a manager sees all contacts their permissions cover. | PartialFreeContacts can be assigned to a CRM user, and editing can be limited to the owner. Field-level control was not found. |
| Change historyKeeps a log of who changed what on a record. | Not checked | PartialFreeThe activity log records status changes and edits made through the portal or profile, but not a full field history. |
| Reports and data | ||
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFreeCampaign and automation reports are free. Contact, WooCommerce and LMS reports need Pro. | YesFreeThe free dashboard shows contact and activity charts. Revenue reports need the Sales Dashboard extension. |
| CSV import and exportImports contacts from a CSV file and exports them to one. | YesPaid: Solo/BloggerCSV import is free. Contact export needs Pro. | YesFreeA basic CSV importer and an export page are free. CSV Importer PRO adds more options. |
| WebhooksSends a message to a URL you choose when records change. | YesPaid: Solo/BloggerOutgoing webhooks run as an automation step in Pro. Incoming webhooks are free. | NoThe free plugin only accepts incoming webhook requests. No outgoing webhooks on record changes were found. |
| REST APIA documented API for reading and writing CRM records from other software. | YesFreeDeveloper docs say core endpoints work on the free plugin, but the Free vs Pro table lists the REST API under Pro. | YesFree |
| Commerce | ||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesFreePurchase history on the contact profile is free. Segmentation, triggers and reports for WooCommerce need Pro. | YesFree |
| Quotes and invoicesCreates quotes or invoices from the CRM. | Not checked | YesFree |
| Integrations | ||
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesFreeFluent Forms is free. Elementor, Divi Bloom, Thrive and Beaver Builder forms need Pro. Other form plugins can post to an incoming webhook. | YesPaid add-onJetpack Forms is supported for free. Contact Form 7 and Gravity Forms each need a paid extension. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | Not checked | No |
| Platform | ||
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database | Your WordPress database |
| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | Not checked | NoThe front end offers a client portal for customers only. Staff use the CRM in wp-admin. |
- 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.