Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation
View on WordPress.orgScores higher than 82% of indexed plugins
About
The CRM for small businesses. Manage leads, invoicing, billing, email marketing, clients, contacts, quotes, automation. Works with WooCommerce too.
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What It Does
Jetpack CRM is a self-hosted customer relationship management plugin that lets WordPress site owners store contacts, track leads, send invoices, and run email marketing campaigns from inside the WordPress dashboard. It bundles a client portal, quote builder, and basic marketing automation, and it hooks into WooCommerce so order data can feed straight into contact records. In practice it replaces the need for a separate CRM subscription by turning your existing WordPress site into the system of record.
Who It's For
This plugin fits small business owners, freelancers, consultants, and agencies that want to keep client data, invoicing, and email outreach on their own WordPress install rather than paying for a third-party CRM. It is also useful for WooCommerce shops that need to tie customer behaviour to contacts and run segmented campaigns. Teams without a dedicated IT department but with at least a few hundred contacts will get the most value.
Who Should Skip It
Large sales organisations or enterprises that need deep pipeline reporting, territory management, or native integrations with Salesforce or HubSpot should look at a hosted CRM instead. Anyone running a simple contact form on a content site will find this plugin overkill.
The Bottom Line
Jetpack CRM delivers an unusually broad feature set for a free, self-hosted WordPress CRM, and the maintenance and compatibility signals are excellent. The only real caveats are the modest install base and the very small support thread sample, so buyers should test it on a staging site before committing client data. Overall Quality Score of 80.45 out of 100 makes it a solid recommendation for its target audience.
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