Sales CRMVersion checked: 3.4.7 · Oct 16, 2026
WP-CRM System review
A long-running CRM built on custom post types, with contacts, organisations, opportunities, projects, tasks and campaigns in the free plugin. Custom fields, a client portal, invoicing and integrations are sold as separate extensions or in yearly bundles.
Best for: Small agencies and freelancers who want to track clients, projects and tasks inside wp-admin without paying per user or per record.
Strengths / Weaknesses
Strengths
- Contacts, organisations, opportunities, projects, tasks and campaigns are all free.
- Free reports, a dashboard calendar and CSV import and export.
- Data stays in your WordPress database, with no limit on users or records.
- A setting can limit staff to the records they created.
- Each extension can be bought on its own, from $29 a year.
Weaknesses
- Opportunities have a probability and a won or lost status, but no stages or Kanban board.
- Custom fields need a paid extension.
- No REST API, lead records or marketing automation.
- The bundle with every extension costs $199 a year for one site.
- Refunds are at the vendor's discretion and limited to 14 days.
wordpress.org numbers
- Type
- Sales CRM
- Developer
- Premium WP Support
- Active installs
- 700+
- Rating
- 3.93 / 5 (15 ratings)
- Current version
- 3.4.7
- Last updated
- Sep 28, 2026
- On wordpress.org since
- Dec 3, 2015
- Requires
- WordPress 5.9, PHP 7.4
Read from the wordpress.org plugin API on Oct 19, 2026.wordpress.org listing
Pricing
| Plan | Price | Sites |
|---|
| Free version | $0 | – |
|---|
| Plus | $99 / year | 1 |
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| Enhanced | $199 / year | 1 |
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| Professional | $249 / year | Unlimited |
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Lifetime licence: Not listed. Refunds: 14-day refund for defects only.Pricing source
Features, area by area
Contacts and companies
| Feature | Value | Note |
|---|
| ContactsStores people with their details, notes and a history of what happened with them. | YesFree | |
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| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFree | Companies are called Organizations, and contacts and opportunities can be attached to them. |
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| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid add-on | Sold as the Custom Fields extension from $29 a year, and included in all three bundles. |
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| Duplicate mergeFinds the same person or company entered twice and merges the two records. | PartialFree | Duplicate contacts are skipped or updated by email address on import and quick add. There is no tool to find and merge existing duplicates. |
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Sales pipeline
| Feature | Value | Note |
|---|
| DealsTracks sales opportunities with a value, a stage and an expected close date. | PartialFree | Opportunities have a value, a probability, a close date and a won or lost status, but no pipeline stages. |
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| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | No | |
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| Several pipelinesYou can run more than one pipeline, each with its own stages. | No | |
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| Sales forecastReports expected revenue, weighted by stage probability or by close date. | No | |
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| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | No | There is no separate lead record. Opportunities can be converted into projects. |
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Activities and email
| Feature | Value | Note |
|---|
| TasksTasks with a due date and an assignee, linked to a record. | YesFree | |
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| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | YesFree | The calendar is on the CRM dashboard, and you can quick-add records from it. |
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| Calls and meetingsLogs calls and meetings as their own activities on a record. | No | |
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| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | PartialFree | The 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. |
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| Incoming emailReads a mailbox and files incoming mail against the matching records. | No | |
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Marketing
| Feature | Value | Note |
|---|
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | PartialFree | The free Email screen can send one message to many contacts through WordPress mail. MailChimp Sync only adds contacts to a Mailchimp list. |
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| Marketing automationRuns sequences or workflows triggered by events, such as a tag added or a form submitted. | No | |
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| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | No | |
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Customer support
| Feature | Value | Note |
|---|
| Tickets or casesA support queue of customer requests with a status and an owner. | No | No ticket queue. Zendesk Connect shows a contact's Zendesk tickets on the record. |
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| Knowledge baseHelp articles you write in the CRM and can show to customers. | No | |
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| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | YesPaid add-on | Clients log in to see their projects, tasks, campaigns and, with the Invoicing extension, invoices. Included in all bundles. |
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Team and permissions
| Feature | Value | Note |
|---|
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | No | Access is granted to a chosen WordPress role and those above it. There are no CRM-specific roles. |
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| Record-level accessLimits which records or fields a user can see, for example only their own or their team's. | YesFree | An option hides other users' records from the admin lists for everyone except administrators. |
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| Change historyKeeps a log of who changed what on a record. | Not checked | |
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Reports and data
| Feature | Value | Note |
|---|
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFree | |
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| CSV import and exportImports contacts from a CSV file and exports them to one. | YesFree | |
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| WebhooksSends a message to a URL you choose when records change. | PartialPaid add-on | Zapier Connect sends record updates and deletions to Zapier, not to any URL you choose. |
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| REST APIA documented API for reading and writing CRM records from other software. | No | The free plugin registers no REST routes, and its post types are not exposed to the WordPress REST API. |
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Commerce
| Feature | Value | Note |
|---|
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid add-on | |
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| Quotes and invoicesCreates quotes or invoices from the CRM. | YesPaid add-on | The Invoicing extension sends invoices and takes card payments through Stripe. Included in all bundles. |
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Integrations
| Feature | Value | Note |
|---|
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesPaid add-on | Gravity Forms Connect and Ninja Forms Connect are separate extensions. No Contact Form 7 or WPForms extension is listed. |
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| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | PartialPaid add-on | Only through Zapier, which can add Google Calendar entries when a project or task changes. |
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Platform
| Feature | Value | Note |
|---|
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database (custom post types) | |
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| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | No | |
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