Plugixa CRM vs WP-CRM System
Both plugins keep a small business's clients in WordPress. WP-CRM System stores records as WordPress posts and adds projects. Plugixa CRM uses its own tables and adds a pipeline and support features.
WP-CRM System has been on wordpress.org for years, with about 700 active installs. Plugixa CRM is new.
Both plugins have a checked value for 32 of 33 features, and they differ on 24 of them.
Verdict
WP-CRM System fits a freelancer tracking clients and projects. Plugixa CRM fits a team that sells through stages and handles support.
Choose Plugixa CRM if
- You need deal stages and a pipeline board; WP-CRM System's opportunities have neither.
- You need a REST API, webhooks, cases or a knowledge base.
- You want custom fields and a client portal without buying separate extensions.
Choose WP-CRM System if
- You track projects alongside clients.
- You want to buy single extensions one at a time.
At a glance
| Plugixa CRM | WP-CRM System | |
|---|---|---|
| Type | Sales CRM | Sales CRM |
| Active installs | Fewer than 10 | 700+ |
| Rating | – | 3.93 / 5 (15 ratings) |
| Last updated | – | Sep 28, 2026 |
| Free version | Yes | Yes |
| Price | From €39 / year | From $99 / year |
| Lifetime licence | Not listed | Not listed |
| Refunds | 14-day refund for defects only | 14-day refund for defects only |
Feature by feature
| Feature | Plugixa CRM | WP-CRM System |
|---|---|---|
| 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 are called Organizations, and contacts and opportunities can be attached to them. |
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesPaid add-onSold as the Custom Fields extension from $29 a year, and included in all three bundles. |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | PartialFreeDuplicate contacts are skipped or updated by email address on import and quick add. There is no tool to find and merge existing duplicates. |
| Sales pipeline | ||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | PartialFreeOpportunities have a value, a probability, a close date and a won or lost status, but no pipeline stages. |
| 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. | NoThere is no separate lead record. Opportunities can be converted into projects. |
| 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. | YesFreeThe calendar is on the CRM dashboard, and you can quick-add records from it. |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFree | No |
| 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. | 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. |
| 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. | PartialFreeThe free Email screen can send one message to many contacts through WordPress mail. MailChimp Sync only adds contacts to a Mailchimp list. |
| 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. | No |
| 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. | No |
| 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. | NoNo ticket queue. Zendesk Connect shows a contact's Zendesk tickets on the record. |
| 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. | YesPaid add-onClients log in to see their projects, tasks, campaigns and, with the Invoicing extension, invoices. Included in all bundles. |
| 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. | NoAccess is granted to a chosen WordPress role and those above it. There are no CRM-specific 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. | YesFreeAn option hides other users' records from the admin lists for everyone except administrators. |
| 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. | 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. | YesFree |
| WebhooksSends a message to a URL you choose when records change. | YesFree | PartialPaid add-onZapier Connect sends record updates and deletions to Zapier, not to any URL you choose. |
| 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. | NoThe free plugin registers no REST routes, and its post types are not exposed to the WordPress REST API. |
| Commerce | ||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesPaid add-on |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | YesPaid add-onThe Invoicing extension sends invoices and takes card payments through Stripe. Included in all bundles. |
| 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-onGravity Forms Connect and Ninja Forms Connect are separate extensions. No Contact Form 7 or WPForms extension is listed. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | PartialPaid add-onOnly through Zapier, which can add Google Calendar entries when a project or task changes. |
| 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 (custom post types) |
| 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. | No |
- 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.