Filevue vs Jetpack CRM – Clients, Leads, Invoices, Billing,

Watch the full overview – see Filevue in action and learn how to set up your secure client portal in minutes. 🌐 Visit the website: https://filevue.app 🛟 Get support: https://www.filevue.app/support/ Filevue turns your WordPress site into a private client portal. Create clients, upload files into organized folders, and give each client their own login where they can view and download documents, upload their own files, and update their personal details and password from My Account. No WordPress account needed. Your site name is used for all branding. No “Powered by” labels, no third-party logos. The portal adapts to your WordPress admin color scheme automatically. Useful Links 🌐 Official Website 🎥 Video Overview 📥 Download Filevue Free (WordPress.org) 🛟 Filevue Support Portal — official help from the Filevue team (tickets, setup, bug reports) 💬 WordPress.org Support Forum — public community Q&A on wordpress.org (not the Filevue portal above) ⭐ Leave a Review Filevue Free vs Filevue Pro Filevue Free is available on WordPress.org and includes everything you need to run a secure client portal for a small practice or team. Filevue Pro removes usage caps and unlocks advanced tools for agencies and growing businesses. Compare plans and pricing on filevue.app. Included in Filevue Free Up to 5 clients, 20 folders, 100 files, and 2 staff members Private client portal with encrypted logins (no WordPress account for clients) Client self-service: upload files to folders, update profile details (name, email, phone, address), and change password from the portal Drag-and-drop uploads, custom folders with icons and colors, inline PDF/image preview Editable data sheets with Excel export Branded credential and new-file email notifications Built-in SMTP with Gmail, Outlook, and Yahoo presets Portal Manager and Portal Contributor team roles One-click portal preview as any client Basic portal appearance controls (button colors, accent, border radius) in Settings Multiple projects per client, staff portal, and activity notifications (within free usage caps) Last Seen tracking, client search, pagination, and data protection options Admin update banner when a new version is available Multilingual admin and portal strings (22 bundled languages) Filevue Pro adds Unlimited clients, folders, files, and staff Portal Design — full white-label customiser: login and dashboard styling, typography, presets, custom CSS, JSON import/export, and branded email themes Telegram alerts — real-time notifications when files are viewed or downloaded Image compression — automatic JPEG/PNG resizing on upload Activity log CSV export from the Notifications page Elementor widgets — Login Form, Folder Tree, Recent Files, Client Header, plus dynamic tags and Theme Builder support (Elementor Pro) Priority support through the Filevue Support Portal When you reach a free-plan cap, Filevue shows clear upgrade prompts on the Home page, View Clients, and Edit Client screens. You can still browse, download, and delete existing content normally. Upgrade to Filevue Pro Purchase a license on filevue.app. Monthly, annual, and lifetime billing options are available at checkout. 🏠 Single Site (1 WordPress site) — Purchase Pro — from $49.99/year 🏢 Agency (up to 5 sites) — Purchase Agency — from $99/year ♾️ Unlimited (unlimited sites) — Purchase Unlimited — from $149.99/year After purchase, install or update to the Pro package and activate your license under Filevue in the WordPress admin. Features at a Glance Private client portal – each client gets a unique login with access to only their files Client self-service – clients upload files, update personal details, and change their password from the portal Drag-and-drop file uploads – upload single or multiple files from the admin or from the client portal Custom folders – organize files with named folders, SVG icons, and accent colors Drag to reorganize – move files between folders without reloading the page Inline file preview – clients can view PDFs and images directly in the browser Editable data sheets – attach spreadsheets to folders with rows, columns, and Excel export Branded email notifications – send credentials on setup and automatic alerts every time new files are uploaded Built-in SMTP – configure email delivery with one-click presets for Gmail, Outlook, and Yahoo Team roles – assign Portal Manager or Portal Contributor roles to staff members One-click portal preview – preview the portal as any client without sharing credentials Portal appearance – basic styling in Settings (Free); full Portal Design customiser (Pro) Toggle file extensions – show or hide file extensions in folder listings AES-256-CBC encryption – client passwords and SMTP credentials are encrypted at rest Auto-created portal page – the /client-portal/ page is set up on activation with no manual steps Session security – client sessions expire after 1 hour with manual logout available Data protection – choose whether plugin data is preserved or deleted on uninstall Client Management Create and manage clients from a clean admin dashboard. Create clients with a unique Client ID, encrypted password, optional email, and internal notes. Organize work into multiple projects per client (Pro users with higher volume often rely on unlimited caps). Search, filter, and paginate your client list. View client details in a quick-view modal to copy credentials, check file stats, and open the portal link. Preview the portal as any client with one click. No need to copy or share credentials. File Uploads and Folders Upload and organize client files without leaving the admin. Clients can also upload files directly from their portal. Drag-and-drop single or multi-file uploads (admin and client portal). Create named folders with custom SVG icons and accent colors. Drag files between folders to reorganize instantly. Supported formats: PDF, Word, Excel, images (PNG, JPG, GIF), text, ZIP, and RAR. Toggle file extension visibility from the Settings page. Client Portal A dedicated, branded login page for your clients. Automatically created at /client-portal/ on activation. No setup needed. Clients log in with their Client ID and password. No WordPress account required. Collapsible folder tree with icons and colors matching the admin setup. Upload files to any folder from the portal (upload button on each folder). My Account profile panel: clients update name, email, country, phone, address, and notes, and change their password without contacting you. Inline preview for PDFs and images. No download required. Secure one-click downloads verified with nonces and path validation. Sessions expire after 1 hour. Clients can log out at any time. Customize basic portal colors from Settings (Free) or use Portal Design for full white-label control (Pro). Data Sheets Share structured data alongside files. Attach editable spreadsheets to any folder. Add rows, columns, and multiple sheets. Clients see a read-only view of data sheets in the portal. Download any data sheet as an Excel file. Available to both admins and clients. Email Notifications Keep clients informed without manual effort. Send branded HTML emails with portal link, Client ID, and password. Clients are automatically notified every time new files are uploaded to their folder. No manual follow-up needed. All emails use your site name and are styled to match your brand. Pro: customise email header, colours, and footer from Portal Design > Emails. SMTP Configuration Reliable email delivery built in. Configure SMTP with a test-before-save approach. Settings activate only after a successful test. One-click presets for Gmail, Outlook, and Yahoo with step-by-step guidance. SMTP passwords encrypted at rest using AES-256-CBC. Team Access Share portal management with your team without giving full site access. Portal Contributor – can manage clients and upload files, but cannot change settings or delete content. Portal Manager – full portal access including settings, user management, and content deletion. Both roles see only the Filevue menu. No access to the rest of WordPress. Staff portal – staff log in on the same portal page (separate tab) and see only projects assigned to them. Security Built with security in mind at every level. Client passwords encrypted with AES-256-CBC using your site’s AUTH_KEY. Upload directory protected with .htaccess rules and a silent index.php. Every action (download, upload, delete, login) is nonce-verified with path traversal protection. Data protection toggle to choose whether plugin data is preserved or removed on uninstall. Supported languages Filevue includes translation files for the WordPress admin and client portal. The Site Language list under Settings > General is provided by WordPress core. If a language (for example Nederlands) is missing there, install the WordPress language pack first via Filevue > Settings (Install buttons) or Dashboard > Updates > Languages, then select it as the site language. English (default) Arabic (ar) Chinese (Simplified) (zh_CN) Dutch (nl_NL, nl_BE) French (fr_FR) German (de_DE) Hindi (hi_IN) Romanian (ro_RO) Russian (ru_RU) Spanish (es_ES) Translation files live in languages/ as .po and compiled .mo pairs. Support Development Filevue Free is open source on WordPress.org. If it saves you time or helps your business, consider supporting continued development: Buy me a coffee

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