Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation is a WordPress Plugin Directory app by Automattic. With a rating of 4.3★ from 152 reviews.
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation is a WordPress app, with a 4.3 average rating from 152 reviews, as of Sep 11, 2026.
AppRanks verdict
Generated from marketplace data as of Sep 11, 2026
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation is a WordPress app. It holds a 4.3★ average from 152 reviews on WordPress.
Pros
No standout positives in the measured data.
Cons
−Sparse visual evidence (0 screenshots) — harder to evaluate the UX before installing
How Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation works
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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
See all CRM Features
🤵 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!
Easy CRMs get used. Easy CRMs make your contact data work for you. We aim to make this easy, so you can get on with running your business.
Need a helping hand? No worries. Just ask here.
💸 Manage your business effectively
Keep your business information in order. Make proposals and send them to your contacts as quotes. Make and send invoices to your clients and get paid through the client portal.
Our billing system will allow you to track transactions and payments that your clients make for your products and services (simple, effective accounting).
Supercharging Jetpack CRM with optional extensions
We’ve built a few extras for Jetpack CRM, but they’re mostly offering functionality outside the core CRM, so we’ve separated them into individual extensions. These all have a supercharging effect on your CRM, but none are essential.
Here’s a selection:
CRM Sales Dashboard
Automations
Mail Campaigns
CSV Importer Pro
Advanced Segments
Client Portal Pro
Invoicing Pro
Gravity Forms (Contact forms)
Contact Form 7 (Contact forms)
AWeber (Email marketing)
ConvertKit (Email marketing)
PayPal Sync
Twilio (for SMS Sending)
👉 View all of the CRM Extensions
🥼 Try Jetpack CRM Today!
Download our WordPress CRM plugin from this page, or visit the JetpackCRM.com download page.
🗺️ Jetpack CRM Customer Relationship Manager Features
Below we’ve highlighted some of the main features of the CRM:
⚙️ Core Features
Contact Management: Add and manage Leads, Customers, or other Contacts
Quote Builder: Write & Deliver stunning online proposals to clients
Invoice Builder: Easily and quickly bill clients and get paid with online billing
Transaction Manager: Log payments and refunds against contacts
Client Portal: Allow contacts to view proposals, invoices, and files on your website
Front-end Forms: Collect leads from your posts, pages, or widgets, straight into your CRM
Task Scheduler: Schedule and manage a calendar against contacts and companies
Segments: Create dynamic segments which allow you to group contacts based on data in your CRM
WooCommerce Sync: Sync customers, transactions, and invoices from WooCommerce
Self-hosted: Because you run Jetpack CRM on your WordPress, you keep your data, always
🧑💼 Contact-Centric CRM
Activity Log
AKA & Aliases
Attach Files
Client Portal
Dynamic Segments
Social Integration
Tags
📅 Easy to Manage, day-to-day
Tag any object: Tag contacts, quotes, invoices, transactions, etc., to help manage lists
Custom Fields: Add as many custom fields as you need for your business insights
B2B (Business 2 Business) Mode: Add and manage companies and contacts at companies
Built-in CSV Customer Importer: Import from a wide variety of sources with CSV files
Super-easy Extensions Manager: Easily turn CRM features on or off
CRM WordPress User Roles: Give your team the right access
🚀 Modern. Lean. Accessible
International – Languages & Currencies: Translation-friendly
DIY CRM
🇪🇺 Make sure you are GDPR compliant by knowing where your data is stored!
📈 Growing your small business
Supports practical, everyday small business actions
A great hub in your lead generation toolkit
A growing set of extensions to grow your business by getting more clients
🏢 B2B Sales
B2B Mode
Companies
Proposals
🧑💻 Developer Ready
API
Developer Guides
Zapier
🧙 Easy Setup
Welcome Wizard
Welcome Tour
Custom Fields
System Email
Mail Delivery
🛡️ Backed by Automattic
Jetpack CRM is part of the Automattic family
Superb as a WooCommerce CRM
Consistent development and improvements
🏷️ White-Label CRM
Rebranding Engine: Brand your CRM with your company name or a contacts (and logo!)
WordPress Override mode
Fully takeover WordPress and make Jetpack CRM a standalone CRM (optional)
Branded login and disabled front-end make this resellable too!
Select the menu style you like: Slimline, CRM only, or Full
🧾 CRM Audit system
Automatically log contacts events like “new invoice” or “filled out web form”
Keep a track of contacts calls or meetings
See all contacts activity at-a-glance from the contacts record, (useful for accounting)
NEW: Automations extension provides automatic actions on events!
➕ Too much more to mention here…
PDF Invoicing, billing statements and more client tools
Invoice builder with line items, hourly or item rates, email invoices and get paid via client portal!
Tax Table management – assign multiple local/national taxes to Invoices or Transactions
Quote Templates allow you to prepare proposal templates ahead of time
Lead generation via a range of form support, including Contact form 7, Gravity forms, Jetpack Forms, and our own CRM forms module
Email Marketing with Mail Campaigns
Automatically sync WooCommerce data into your CRM!
Import PayPal and Stripe data into your CRM (requires extension)
Build Automations and slick workflows around clients and billing
See all features
👔 SME, Small Business, & WordPress Entrepreneurs
Built for business managers and bootstrapped entrepreneurs, Jetpack CRM is the perfect start-up tool to manage your business essentials. We’ve added just enough billing and accounting for freelancers and small teams, without getting lost in the potential feature bloat of full accounting and erp software. We didn’t add HR tools, but we do have user management. Customer Relationship Management is meant to make lead management easy. Start with a contact form builder and lead generation, track contacts through funnel analytics then use newsletters and email marketing to grow your profits by selling to contacts at companies.
Jetpack CRM is the perfect first step to improving your small business. Try it for free!
📃 Privacy Policy
For our full privacy policy for Jetpack CRM plugin and Jetpack CRM.com please see here
Jetpack CRM and the WordPress CRM
When choosing between a SaaS CRM and a WordPress plugin-based CRM, we’re confident that after you’ve tried JPCRM for lead capture and lead management in your small business, you’ll see that it’s quite a natural fit. It’s logical to have your lead generation tools or contact form builder next to your CRM. Where better to optimise your funnel than by tracking results right in your WordPress CRM dashboard?
Whether it’s as a WooCommerce CRM, a simple lead management and funnel tool, or the ultimate dashboard for your business manager, Jetpack CRM improves your business insights.
🚀 JetpackCRM.com | 📚 Knowledge base | 🧬 CRM Features
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation ranks for 12 keywords across WordPress Plugin Directory. Here are the top 3:
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Competitors & alternatives
AppRanks tracks competitor sets per category. For Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation, the independent listing audit includes a competitive context section, and the full WordPress app index shows the broader marketplace landscape this app competes in. Sign up free to surface a side-by-side competitor matrix customized to your tracked apps.
What is Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation?
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation is a WordPress app by Automattic. It holds a 4.3-star average from 152 reviews on WordPress.
About Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation on the WordPress Plugin Directory
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation is one of the apps AppRanks tracks on the WordPress Plugin Directory. We refresh public marketplace data — pricing, rating, review count, category position, featured-section memberships — within the per-marketplace freshness targets published on our methodology page, and we publish the snapshot here exactly as it appears on the source marketplace. There is no proprietary score on this page; everything you see is mirrored from the live listing at our last crawl. If you are evaluating Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation against alternatives, the independent listing audit scores it against the same rubric we apply to every app on the platform — listing completeness, rating health, review velocity, merchandising, and ranking consistency. The audit also surfaces a prioritized recommendation list, so a developer can see exactly which fixes would move the score most. For market context, browse the full WordPress app index to see how this app's metrics compare against others on the same marketplace.
