Plugixa CRM vs Jetpack CRM
Both are self-hosted CRMs for small businesses that keep your data in WordPress. Jetpack CRM centres on contacts, quotes and invoices. Plugixa CRM centres on deals, activities and support.
Jetpack CRM is made by Automattic and has more than 30,000 active installs. Plugixa CRM is new.
Both plugins have a checked value for 33 of 33 features, and they differ on 21 of them.
Verdict
Choose Jetpack CRM if you bill clients from the CRM and do not run a sales pipeline. Choose Plugixa CRM if you sell through stages, handle support requests, or need team-based permissions, all without paid extensions.
Choose Plugixa CRM if
- You need deals, a pipeline board and a sales forecast; Jetpack CRM has none of them.
- You want email campaigns without buying an extension.
- You need cases, a knowledge base, or roles limited to a user's own or team's records.
- You want incoming email read from your own mailbox.
Choose Jetpack CRM if
- You send quotes and invoices and want them free inside the CRM.
- You want WooCommerce sync without a paid plan.
- You want a plugin from a large, established vendor.
At a glance
| Plugixa CRM | Jetpack CRM | |
|---|---|---|
| Type | Sales CRM | Sales CRM |
| Active installs | Fewer than 10 | 30,000+ |
| Rating | – | 4.32 / 5 (152 ratings) |
| Last updated | – | Oct 5, 2026 |
| Free version | Yes | Yes |
| Price | From €39 / year | From $132 / 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 | Jetpack CRM |
|---|---|---|
| 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. | 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. | 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 | 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. | YesFree | 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. | 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. | 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. | 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. | YesFree |
| 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. |
| 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 |
| 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 |
| 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 |
| 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). |
| 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 |
| 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. |
| 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 |
| 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. |
| 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 |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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 |
| Commerce | ||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesFree |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | YesFree |
| 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. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | No |
| 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. | 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.