WordPress CRM – Customer
Relationship Management

Easily track & follow up queries with leads, subscribers & clients. Build long-lasting
relations with this feature-rich open-source WordPress CRM which comes
in both free & pro versions!

Why Choose
WordPress CRM Module

Manage Users with
Life Stage

Built-in Mail

Advanced Contact

Easy Reports for Your

Win Every Deal with Our
Feature-rich Deals Extension

Overview of CRM

With the graphical dashboard, quickly view all important information like income & expenses,
accounts receivables, accounts payables, cash, and bank balance.


Supercharge your WooCommerce store with powerful CRM integration

Integrate with All Renowned Support Tools

Integrate with Support solutions like – Zendesk, Awesome Support, Help Scout, and more

Sync Existing Contacts with Contact Management Tools

Import/Export contacts by syncing CRM with tools like – HubSpot, Salesforce, and more

Organize & Manage All Your Deals

Guide your CRM agents on a faster and more organized pipeline-based sales process

Automate Tasks with Workflow Extension

Get your stuff done faster and be on the same page with anyone anytime

Improve Customer Relations
while Nurturing Them

Build sustainable relationships with your customers, leads, and subscribers. Handle
your business clients, partners & others as efficiently as you do your contacts.

WooCommerce integration in WordPress CRM
Specify automation in WordPress CRM
Send SMS to your customers using WordPress CRM

Convert Your Leads into

With feature-rich extensions of WP ERP’s CRM, easily turn any leads into loyal customers


Never get lost when dealing with multiple customers. See your deal progress, activity progress that you set, most recently won deals, and more.


Store and organize your office documents and share them with the managers with this smart file-sharing tool.

Custom Field

You can edit the contact and company forms by adding more useful fields with ease.

Easy Reports for Your Analysis

Get 3 types of ready-made reports with the Core version of WP ERP CRM

Activity Report

Under Activity Report, you can view the total number of schedules, emails, tasks, and notes that all your agents or you have created for all your contacts and companies.

Activity reports from WordPress CRM

Customer Report

The Customer Report shows the demographic of customers such as – customers’ country, group, source, and more!

Customer reports from WordPress CRM

Growth Report

The Growth Report shows the total number of Subscribers, Opportunities, Leads, and Customers that you created for each month.

Growth reports from WordPress CRM

Integrate Your Favorite Support Tools

From Help Scout to Awesome Support, sync with WP ERP and provide your customer with
AWESOME support!

Zendesk integration on WordPress CRM
Help Scout integration on WordPress CRM
Awesome Support integration on WordPress CRM

Integrate Contact Management
Tools to Sync

With feature-rich extensions of WP ERP’s CRM, easily turn any leads into loyal customers

Sync all contact management tools with WordPress CRM

Contacts Sync

Mailchimp Contacts Sync

Salesforce Contacts Sync

Gravity Forms

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