Create, print & automatically email PDF or XML Invoices & PDF Packing Slips for WooCommerce orders.
Free
300k+ installs 5★ (1,862)
Jetpack CRM
The CRM for small businesses. Manage leads, invoicing, billing, email marketing, clients, contacts, quotes, automation. Works with WooCommerce too.
The facts
- Rating
- 4.3★ from 152
- Active installs
- 30k+
- Price
- Free
- Last updated
- 18 Aug 2026
- Added
- Jul 2016
- Requires WP
- 6.0
- Tested up to
- WP 7.0.4
- Requires PHP
- 7.4
- Downloads
- 1,972,298
Our analysis
AI-assistedJetpack CRM is a WordPress plugin designed for managing clients, leads, invoices, and billing. It offers features such as client management, invoicing, and lead generation, making it suitable for various types of businesses, including eCommerce sites, agencies, freelancers, and local businesses.
The plugin integrates with payment gateways like PayPal and Stripe and provides a client portal for easy access to quotes and invoices. Its straightforward setup allows users to start managing their business transactions quickly, making it a practical choice for those familiar with WordPress.
Best for: This plugin suits entrepreneurs and small businesses looking for a straightforward CRM solution.
What it does well
- ✓Free to use with optional paid extensions
- ✓Integrates with WooCommerce, PayPal, and Stripe
- ✓Offers a client portal for easy access to documents
- ✓Simple setup process for WordPress users
- ✓Adaptable for various business types
Where it falls short
- •Limited information on specific features and functionalities
Verdict
Jetpack CRM provides essential tools for managing client relationships and transactions. It is a practical option for users seeking a flexible and easy-to-use CRM within WordPress.
From the developer
Automattic's own description of Jetpack CRM, lightly tidied.
Did you know entrepreneurs earn more money with a good CRM?
Jetpack CRM is the no-nonsense CRM for WordPress. Easily make more profit and have happier business interactions every single day.
🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features
📈 Jetpack CRM Benefits:
- Simple & Practical: Useful features that impress customers
- Fully ‘yours’: Install it on your WordPress. You hold the keys
- Free: No giant monthly fees. Good value extensions are optional
🤵 Who’s already using Jetpack CRM?
Thousands of entrepreneurs use Jetpack CRM every day. We’ve noticed a common trend to the following use cases:
- eCommerce sites (the best WooCommerce CRM, with integrations for PayPal and Stripe)
- Agencies & Pro Freelancers
- Start-up & Non-profit
- Local business & small teams (from personal trainers to yoga academies!)
Because Jetpack CRM is so adaptable & extendable, there are many individuals who don’t fit these groups, but find innovative ways to use our CRM to manage their contacts.
🧰 What is Jetpack CRM good at?
Jetpack CRM is designed to be straight forward and impactful, but that doesn’t mean it’s not flexible. Here are some things Jetpack CRM works well as:
- An invoice plugin for WordPress and WooCommerce.
- A client manager for WordPress, with a Client Portal for contacts to view quotes, invoices, transactions, and files.
- A lead generation tool for WordPress.
- A plugin to make quotes and contact proposals right in WordPress.
- A billing system for WordPress. Jetpack CRM can be connected to Stripe and PayPal via extensions and work as a payment gateway.
- A plugin to manage your business transactions and payments in WordPress.
- You can use it as a CRM for WooCommerce, tracking orders and automatically syncing payment transactions.
🚲 How to get started (Try out this CRM)
From reading this to understanding Jetpack CRM will probably take you 10 minutes. Familiar with WordPress? You’ll be set up in under 5 minutes.
The Jetpack CRM plugin installs in seconds, with a super-quick welcome wizard to get you started. Adding a contact is straightforward. Creating a quote, or invoice: even simpler. Give it a go, you’ll see!
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