Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Clie...

Bit CRM is a advance Sales CRM for WordPress. It manages the full path from first enquiry to paid invoice: leads, contacts, companies, deals, a visual sales pipeline, invoicing and WooCommerce customer sync, all inside from one dashboard.

How Bit CRM works

A lead arrives from your website form or your store. You qualify it, then convert it into a contact and a company in one click. You open a deal, price it with line items, and move it across your pipeline stages. When the deal is won, you raise the invoice, apply taxes and discounts, and email the PDF. Every call, meeting, task and note stays attached to the record, so the full history is there when you need it.

Why choose Bit CRM for WordPress?

• All-in-one CRM – Contacts, leads, companies, deals and invoices work together in one plugin.
• Self-hosted and private – Your CRM records stay in your own WordPress database.
• Built for sales – A visual pipeline, deals and invoicing help you close and bill faster.
• WooCommerce ready – Connect your store customers, orders and products.
• Easy to start – Import your existing data from CSV and begin in minutes.

Core CRM modules

• Lead management – Capture leads, track activity, add notes, then convert them into contacts, companies and deals, single or in bulk.
• Contact management – Store and organize customer records with tags, filters, notes, attachments and related activities.
• Company management – Group contacts under the companies they belong to, and link deals to the account for B2B work.
• Sales pipeline and deals – Move deals across stages you create, reorder and archive, in Kanban or table view, then itemize each deal with quantity, discount and tax so the value stays accurate.
• Invoicing – Build invoices from line items, apply taxes, discounts, terms and due dates, track status, then download the PDF or email it to the customer.

Activities and follow-up

Inside every lead, contact, company and deal you get a full set of engagement tools.

• Tasks – Set owners, due dates, priorities and status, then filter what is coming up.
• Meetings and calls – Log every interaction with owners, dates and status.
• Email, SMTP and IMAP – Send email from the CRM, configure SMTP for delivery, and connect a Gmail, Zoho or custom mailbox so conversations sync back into the record.
• Notes, attachments and links – Keep internal context, files and external references in one place.

WooCommerce and eCommerce sync

• Every WooCommerce buyer becomes a contact automatically, and each new order keeps that contact current.
• Contacts are auto-tagged by purchased product and coupon code, with optional tag prefixes.
• WooCommerce products can be inserted as line items into any deal or invoice.
• Customers, product also sync from FluentCart.

How the WooCommerce integration works

Lead capture and automation connections

Bit Form turns any form submission into a CRM lead, starting from a ready-made template if you prefer. Beyond that, Bit CRM works as both a trigger and an action in Bit Integrations and Bit Flows, so CRM also connect with 380+ platforms.

Data, filtering and everyday tools

Read the full description on the official page →