Jetpack CRM

Overview

Jetpack CRM is a WordPress-native CRM plugin developed by Automattic (WordPress.com creators) offering complete contact management, invoicing, and email marketing entirely within WordPress. Free core with optional paid extensions.

Pricing Structure

Plan	Cost	Billing	Included	Best For
Free	$0	—	Core CRM tools, invoicing, contact mgmt	Small businesses, testing
Freelancer	$11/month	Yearly	4 extensions (Invoicing Pro, Gravity Forms, PayPal, Stripe)	Freelancers, solopreneurs
Entrepreneur	$17/month	Yearly	All 30+ extensions	Growing businesses
Reseller	$5.40/site/month	Yearly	All extensions, 10-site license, rebranding	Agencies, resellers

Additional:

• Complete Jetpack bundle: $49.95/month
• Individual extensions: $29-$129/year each
• All paid plans include 12 months support + updates

---

Core Features

Contact Management

• Comprehensive contact profiles
• Company information tracking
• Location details and custom notes
• Contact grouping and segmentation
• Social media profile linking (Facebook, LinkedIn, Twitter)
• Client Portal access (view quotes, invoices, transactions)
• Unlimited team members on most plans
• Email campaign integration
• Transaction history tracking

Financial Management

• Invoice generation and management
• Online payment processing
• PayPal and Stripe integration
• Quote and proposal generation with templates
• Payment transaction syncing
• Automatic payment notifications
• Recurring invoice support

Sales & Funnel Management

• Sales funnel management
• Deal tracking
• Lead generation tools
• Sales dashboard
• Opportunity management

Email & Marketing

• Email marketing and campaigns
• Email tracking (opens, clicks, conversions)
• Campaign performance metrics
• Social media integration (Facebook, LinkedIn, Twitter targeted outreach)
• Gravity Forms integration for lead capture
• Contact Form 7 synchronization
• Bulk email capabilities

E-Commerce Integration

• WooCommerce integration (order tracking, payment sync)
• Automatic order-to-contact mapping
• Payment gateway connections
• Order history tracking
• Customer lifecycle automation

Analytics & Reporting

• CRM performance analysis
• Business growth statistics
• Customer activity tracking
• Email tracking metrics (opens, clicks, conversions, revenue)
• Sales dashboard
• Custom reports

Extensibility

• 30+ CRM extensions available
• Twilio SMS messaging
• WordPress user sync
• Custom specialized modules
• Extensions priced $29-$129/year

---

Free Plan Features

✅ Complete contact management
✅ Invoice generation
✅ Task management
✅ Project tracking
✅ Email campaigns
✅ WooCommerce integration (basic)
✅ Complete data ownership (your WordPress database)
✅ No subscriber limits
✅ Open-source extensible
✅ Unlimited team members

No limitations on:

• Number of contacts
• Projects or tasks
• Invoices sent
• Team members
• Custom fields

---

Advantages

• Seamless WordPress integration: Dashboard native to WordPress
• Data control: Everything stored in your WordPress database
• No vendor dependency: You own your data
• Lightweight and fast: Minimal performance impact
• Created by WordPress founders: Trust and compatibility
• Unlimited users: Invite entire team
• Best-in-class invoicing: Better than most paid CRMs
• WooCommerce native: Perfect ecommerce integration
• Transparent pricing: Know what you’re paying for
• Community: Active user base and support

---

Limitations

• Reporting simplicity: Less advanced than cloud CRMs
• Requires WordPress hosting: Not standalone solution
• Manual setup for advanced features: Some customization needed
• Limited free automation: Workflows not as powerful as FluentCRM
• Email delivery: Use your own service (SendGrid, SMTP)
• Smaller community: Than HubSpot or larger platforms
• Mobile experience: WordPress mobile app only

---

Use Cases

Ideal For:

• WordPress-first businesses
• Freelancers and solopreneurs
• Agencies managing multiple clients
• WooCommerce store owners
• Privacy-conscious users
• Businesses wanting data control
• Small teams with WordPress experience

Not Ideal For:

• Non-technical users (requires WordPress)
• Enterprise-level requirements
• Complex custom workflows
• Teams needing mobile-first experience

---

Comparison with Alternatives

Feature	Jetpack	HubSpot	FluentCRM	Zoho
Cost	Free	Free + paid	Free	Free tier
Data Location	Your DB	Cloud	Your DB	Cloud
Free Users	Unlimited	2	Unlimited	3
WooCommerce	✅ Native	❌ Limited	✅ Native	❌ No
Invoicing	✅ Full	❌ Limited	⚠️ Limited	✅ Yes
Automation	Limited	Limited	✅ Advanced	Limited
Email Marketing	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Mobile App	❌ No	✅ Yes	❌ No	✅ Yes
Setup Time	30 min	1-2 hours	2+ hours	1 hour
Privacy	High	Moderate	High	Moderate

---

Implementation Guide

Phase 1: Installation (15 minutes)

1. Install Jetpack CRM plugin
2. Activate plugin
3. Run setup wizard
4. Create initial contact list

Phase 2: Configuration (1-2 hours)

1. Customize contact fields
2. Set up invoice templates
3. Configure email settings
4. Add team members
5. Connect payment processors (PayPal, Stripe)

Phase 3: Integration (1-2 hours)

1. Connect to WooCommerce (if applicable)
2. Add Gravity Forms integration
3. Set up Slack notifications
4. Configure email templates
5. Import existing contacts

Phase 4: Launch (ongoing)

1. Start adding contacts
2. Send invoices
3. Create campaigns
4. Track metrics
5. Expand with extensions

---

WooCommerce Integration

Native Features:

• Automatic order-to-contact creation
• Order history tracking
• Payment sync (captures transactions)
• Customer purchase history
• Automatic contact segmentation
• Order status notifications

---

Paid Extensions Worth Considering

Extension	Cost	Benefit
Invoicing Pro	$29-49/year	Advanced invoicing features
Gravity Forms	Varies	Enhanced form integration
PayPal Connect	$29/year	Improved PayPal sync
Stripe Connect	$29/year	Enhanced Stripe integration
Twilio SMS	$99/year	SMS messaging capability
All Extensions Bundle	$17/month (Entrepreneur)	Everything included

---

Security & Compliance

• Data storage: Your WordPress database (you control it)
• Encryption: HTTPS for data in transit
• Backup: Depends on WordPress hosting
• GDPR ready: Supports GDPR compliance
• No external tracking: Data stays local
• Open source: Code transparency

---

Getting Started Checklist

• Install Jetpack CRM plugin
• Run setup wizard
• Create contact fields
• Set up invoice templates
• Add team members
• Connect payment processors
• Integrate WooCommerce (if applicable)
• Add Gravity Forms (if applicable)
• Create email templates
• Import existing contacts
• Send first invoice
• Create first campaign

---

WordPress Hosting Recommendation

Best Performance:

• Managed WordPress hosting (WP Engine, Kinsta, Bluehost Pro)
• At least 2GB RAM
• Automatic backups
• CDN for assets

---

Cost Analysis

Scenario: Freelancer with WooCommerce store

Plan	Monthly	Annual	Features
Free	$0	$0	Core CRM, basic invoicing
Freelancer	$11	$132	+ 4 extensions (PayPal, Stripe, Gravity Forms)
Entrepreneur	$17	$204	+ All 30+ extensions

ROI: Usually positive within first 5 invoices saved.

---

When to Choose Jetpack CRM

Choose Jetpack when:

• Already using WordPress
• Have WooCommerce store
• Want data in your database
• Need invoicing capability
• Budget-conscious
• Privacy is priority
• Managing 1 freelancer to 10 people

Choose alternatives when:

• Not using WordPress
• Need enterprise features
• Want comprehensive automation
• Don’t need invoicing
• Require mobile-first UI

---

Alternatives to Consider

• HubSpot: Cloud-based, 900+ integrations, good automation
• FluentCRM: WordPress-native, advanced automation, GDPR-first
• Zoho: Cloud-based, 40+ Zoho app integrations, affordable

---

Conclusion

Jetpack CRM is the best WordPress-native CRM, especially for freelancers and WooCommerce stores. Free core with optional extensions. Best-in-class invoicing. Complete data control.

Perfect For: WordPress-centric businesses wanting invoicing, WooCommerce stores, freelancers managing clients, privacy-conscious teams.