Business suite with a CRMVersion checked: 1.17.10 · Oct 16, 2026
WP ERP review
A free HR, accounting and CRM suite from weDevs, where the CRM module covers contacts, companies, activities and two-way email at no cost. Deals, workflows and WooCommerce sync need a yearly plan priced by the number of users.
Best for: Small businesses that want CRM, HR and accounting in one self-hosted plugin. It suits teams that already work in wp-admin and do not need a frontend CRM.
Strengths / Weaknesses
Strengths
- The free core includes contacts, companies, tasks, meetings, calls and a schedule calendar.
- Emails sent from a contact are threaded, and replies arrive through IMAP.
- CRM manager and agent roles are free, and agents see only their own contacts.
- Free subscription forms plus Contact Form 7 and Ninja Forms integration.
- Invoices and quotes come with the free accounting module.
Weaknesses
- Deals, workflows and WooCommerce sync need the Growth plan at $257 a year.
- Paid plans are priced per user, from 1 user on Starter to 10 on Scale.
- Email campaigns run through the separate weMail plugin.
- No frontend for the CRM; it works only in wp-admin.
- The refund window is 14 days.
wordpress.org numbers
- Type
- Business suite with a CRM
- Developer
- weDevs
- Active installs
- 5,000+
- Rating
- 4.38 / 5 (149 ratings)
- Current version
- 1.17.10
- Last updated
- Oct 5, 2026
- On wordpress.org since
- Mar 17, 2016
- Requires
- WordPress 5.6, PHP 7.4
Read from the wordpress.org plugin API on Oct 19, 2026.wordpress.org listing
Pricing
| Plan | Price | Sites |
|---|
| Free version | $0 | – |
|---|
| Starter | $137 / yearrenews at $228 | 1 |
|---|
| Growth | $257 / yearrenews at $468 | 1 |
|---|
| Scale | $474 / yearrenews at $948 | 1 |
|---|
Lifetime licence: Not listed. Refunds: 14-day money-back guarantee.Prices marked as renewing higher were promotional prices on the day we checked.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 | |
|---|
| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFree | |
|---|
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: Starter | The 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. | No | |
|---|
Sales pipeline
| Feature | Value | Note |
|---|
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesPaid: Growth | |
|---|
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesPaid: Growth | |
|---|
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesPaid: Growth | |
|---|
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | Not checked | |
|---|
| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | No | Lead is a life stage on the contact record, not a separate record. |
|---|
Activities and email
| Feature | Value | Note |
|---|
| TasksTasks with a due date and an assignee, linked to a record. | YesFree | |
|---|
| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | YesFree | |
|---|
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFree | |
|---|
| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | YesFree | |
|---|
| Incoming emailReads a mailbox and files incoming mail against the matching records. | YesFree | Replies are filed on the contact once an IMAP mailbox is connected; a Gmail API connection is also offered. |
|---|
Marketing
| Feature | Value | Note |
|---|
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | Partial | Contacts 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. | YesPaid: Growth | |
|---|
| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | YesFree | Subscription forms add contacts to a contact group. |
|---|
Customer support
| Feature | Value | Note |
|---|
| Tickets or casesA support queue of customer requests with a status and an owner. | No | There 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. | Not checked | |
|---|
| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | No | The vendor FAQ says the CRM and accounting modules have no frontend. |
|---|
Team and permissions
| Feature | Value | Note |
|---|
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | YesFree | The 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. | YesFree | Agents see only the contacts they own; managers see all. |
|---|
| Change historyKeeps a log of who changed what on a record. | YesFree | The ERP audit log records who created, edited or deleted a contact or company. |
|---|
Reports and data
| Feature | Value | Note |
|---|
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFree | |
|---|
| CSV import and exportImports contacts from a CSV file and exports them to one. | YesFree | |
|---|
| WebhooksSends a message to a URL you choose when records change. | Not checked | |
|---|
| REST APIA documented API for reading and writing CRM records from other software. | YesFree | The plugin ships REST endpoints for contacts, companies and activities; the public API docs are on GitHub and look dated. |
|---|
Commerce
| Feature | Value | Note |
|---|
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: Growth | |
|---|
| Quotes and invoicesCreates quotes or invoices from the CRM. | YesFree | Invoices and quotations come from the free accounting module, using CRM contacts as customers. |
|---|
Integrations
| Feature | Value | Note |
|---|
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesFree | Contact 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. | Not checked | |
|---|
Platform
| Feature | Value | Note |
|---|
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database | |
|---|
| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | No | The vendor FAQ says the CRM has no frontend; only HR has a paid frontend extension. |
|---|