Plugixa CRM vs WP ERP
WP ERP is a business suite with HR, accounting and a CRM module. Plugixa CRM is a CRM only, with support features that WP ERP does not have.
WP ERP has more than 5,000 active installs. Plugixa CRM is new.
Both plugins have a checked value for 29 of 33 features, and they differ on 13 of them.
Verdict
If you need HR or accounting too, WP ERP keeps it all in one suite. If you need a CRM for sales and support only, Plugixa CRM gives more of it free.
Choose Plugixa CRM if
- You want deals and a pipeline without a paid plan; WP ERP puts them in Growth at $257 a year.
- You need cases, a knowledge base or a customer portal.
- You want staff to use the CRM on a page of your site, outside wp-admin.
Choose WP ERP if
- You also need HR or accounting in the same plugin.
- You want invoices and quotes, which come with WP ERP's accounting module.
- You want built-in workflows and are willing to pay per user.
At a glance
| Plugixa CRM | WP ERP | |
|---|---|---|
| Type | Sales CRM | Business suite with a CRM |
| Active installs | Fewer than 10 | 5,000+ |
| Rating | – | 4.38 / 5 (149 ratings) |
| Last updated | – | Oct 5, 2026 |
| Free version | Yes | Yes |
| Price | From €39 / year | From $137 / 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 | WP ERP |
|---|---|---|
| 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. | YesPaid: StarterThe Custom Field Builder extension adds fields to contact and company forms. |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | No |
| Sales pipeline | ||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | YesPaid: Growth |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesFree | YesPaid: Growth |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesFree | YesPaid: Growth |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | YesFreeA weighted pipeline forecast, win rate and expected close by month. | 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. | NoLead is a life stage on the contact record, not a separate record. |
| 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 | 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. | 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. | YesFreeReplies are filed on the contact once an IMAP mailbox is connected; a Gmail API connection is also offered. |
| 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. | PartialContacts sync to the separate weMail plugin, where campaigns are created and sent. |
| 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: Growth |
| 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. | YesFreeSubscription forms add contacts to a contact group. |
| 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. | NoThere is no ticket queue. Paid extensions show tickets from Awesome Support, Zendesk or Help Scout on a contact. |
| 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. | NoThe vendor FAQ says the CRM and accounting modules have no frontend. |
| 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. | YesFreeThe free plugin adds CRM Manager and CRM Agent 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. | YesFreeAgents see only the contacts they own; managers see all. |
| Change historyKeeps a log of who changed what on a record. | YesFree | YesFreeThe ERP audit log records who created, edited or deleted a contact or company. |
| 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 | Not checked |
| 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. | YesFreeThe plugin ships REST endpoints for contacts, companies and activities; the public API docs are on GitHub and look dated. |
| Commerce | ||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | YesPaid: Growth |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | YesFreeInvoices and quotations come from the free accounting module, using CRM contacts as customers. |
| 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. | YesFreeContact Form 7 and Ninja Forms are free; Gravity Forms sync needs the Growth plan. |
| 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. | NoThe vendor FAQ says the CRM has no frontend; only HR has a paid frontend extension. |
- 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.