Plugixa CRM vs FluentCRM
These two plugins solve different problems. FluentCRM is an email marketing CRM, built around a contact list, tags, campaigns and automation. Plugixa CRM is a sales and service CRM, built around companies, deals, cases and team permissions.
FluentCRM is the established choice, with more than 80,000 active installs. Plugixa CRM is new and not yet on wordpress.org.
Both plugins have a checked value for 24 of 33 features, and they differ on 17 of them.
Verdict
For newsletters and marketing automation, choose FluentCRM. For a sales team working deals, or a business handling support requests, choose Plugixa CRM. Some sites will run both, with FluentCRM for the list and Plugixa CRM for sales and support.
Choose Plugixa CRM if
- You need deals on a pipeline board with a forecast; FluentCRM has no deals.
- You need a support queue, a knowledge base or a customer portal.
- You want roles that limit each user to their own or their team's records.
- You want incoming email filed against contacts and turned into cases.
Choose FluentCRM if
- Email marketing is the main job, and you need automated sequences and segments.
- You want integrations with LMS, membership and e-commerce plugins.
- You want the plugin with the larger install base and a long track record.
At a glance
| Plugixa CRM | FluentCRM | |
|---|---|---|
| Type | Sales CRM | Email marketing CRM |
| Active installs | Fewer than 10 | 80,000+ |
| Rating | – | 4.77 / 5 (250 ratings) |
| Last updated | – | Oct 12, 2026 |
| Free version | Yes | Yes |
| Price | From €39 / year | From $90 / year |
| Lifetime licence | Not listed | Not listed |
| Refunds | 14-day refund for defects only | 14-day money-back guarantee |
Feature by feature
| Feature | Plugixa CRM | 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 |
| 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 |
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesFree |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | Not checked |
| Sales pipeline | ||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | No |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesFree | No |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesFree | 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 |
| 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. |
| 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. |
| 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 |
| 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. |
| 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. |
| 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 |
| 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 |
| 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. |
| 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. |
| 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. |
| 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 |
| 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 |
| 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. |
| 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. |
| Change historyKeeps a log of who changed what on a record. | YesFree | 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | 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. | 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. | 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 |
| 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 |
- 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.