Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation icon

Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation

by Automattic

View on WordPress.org
80 Quality Score
Active Installs
20/30

30,000 active installs is a healthy middle-tier adoption, well above niche tools but far below mass-market plugins like Flamingo or Hostinger Reach, reflecting its appeal to a specific small-business audience.

Update Freshness
25/25

A perfect 100 reflects a very recent update on 2026-05-28, a tested-with stamp on WordPress 7.0, and a sensible PHP 7.4 minimum that keeps it accessible without ignoring modern versions.

User Rating
13/15

An 86 out of 100 from 152 reviewers is a strong score and indicates users are generally satisfied with the feature set relative to the price.

Support Health
8/15

With only 1 support thread on record and a 100% resolution rate, the sample size is too small to draw firm conclusions, which is why this category sits at a middling 50.

WP Compatibility
15/15

A perfect compatibility score reflects the current WordPress 7.0 testing, a reasonable 6.0 minimum, and PHP 7.4 as the floor, making it runnable on the vast majority of maintained hosting accounts.

Scores 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.

Active Installs 30k+
Rating ★★★★ 4.3/5
Last Updated 2026-09-02 3:06am GMT
Requires WordPress 6.0+
Tested Up To 7.1
Requires PHP 7.4+

Security History

8 known vulnerabilities, all patched
2 High 6 Medium

Most recent: February 16, 2026

View details ▸

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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.

Tags

client portal crm lead generation marketing automation WooCommerce CRM