There are plenty of options when it comes to WordPress CRM plugins.
But none of them match the JetpackCRM in terms of ease of use, features, and affordability.
When we talk about self-hosted and well-supported CRMs that blend perfectly with WordPress, only a few stand out.
Most self-hosted WordPress CRM solutions available are too expensive, complex, and overloaded with too many settings.
To solve these hassles of a self-hosted CRM, Epic Plugins has created Jetpack CRM which is simple, functional, and flexible.
Jetpack CRM stands out as true self-hosted CRMs that enables you to manage your contacts correctly.
Here are the top three reasons to consider Jetpack CRM:
- Truly self-hosted
- Add & manage unlimited customers and users — at no extra cost.
- Easy to use and comes with a bundle of superb features and extensions.
On top of that, it comes with a usable core CRM for free. The free plan works for unlimited users and unlimited contacts.
However, we aren’t only giving Jetpack CRM attention for its self-hosted CRM or free plan. It offers a lot more!
For more detailed insights on Jetpack CRM and to learn whether it’s the right fit for your online venture, read this Jetpack CRM review.
Quick Navigation
- In a Nutshell
- Features and Benefits
- Pricing Plan
- Why Choose Jetpack CRM
- How to Get Started With Jetpack CRM
- Who Is JetpackCRM Best Suited To
- Pros & Cons Of Jetpack CRM
- Conclusion
Let’s dive in.
Jetpack CRM: in a Nutshell
Zero BS is a reliable customer relationship management (CRM) plugin for WordPress. This plugin is easy to use and comes with powerful features at an affordable cost, it even offers a free plan.
Jetpack CRM stands apart from other WordPress CRMs, it enables you to create your own self hosted CRM using WordPress.
This WordPress CRM plugin allows you to keep all your contacts and customer info in one place and manage all your leads and customers from your WordPress site.
Once you install and configure it, all your data will be on your own server. That means you’ll have full control over it.
The core CRM plugin is free and comes with essential features to manage and grow your leads and customers.
The paid plans, however, extend the plugin functionality and provide you with powerful contact management tools, quotes, extensions, a gravity form builder, and more.
Jetpack CRM plugin also integrates with other plugins and services such as MailChimp, Stripe, Aweber, Google Contacts, WooCommerce, Contacts Form, etc.
Features and Benefits
Jetpack CRM offers modern and easy to use features that are built for everyone. With these features, you can manage all your contacts in one place, never lose another lead, and turn your prospects into potential paying customers.
Let’s check out the features offered by Jetpack CRM.
Customer Management
The Jetpack CRM helps you manage all your leads and customers easily. It helps you build a healthy relationship with customers that will increase your customer loyalty, brand awareness, and lifetime value.
It comes with a built-in methodology that makes customer management straightforward and profitable.
- Manage Contacts: The plugin enables you to manage your contact list easily without limits. It allows you to keep track of as many contacts as you can generate.
- Tag & Segment: While building your contact information, you can use tags and segments to easily put every customer in a different category to have better insights.
- Increase Revenue: Jetpack CRM also tracks and saves your customer preference so you can provide what they are interested in. Doing this will help you increase your revenue without extra effort.
- Manage Email list: This CRM plugin allows you to manage your mailing list with ease. You can manage all your customer’s email info in one place.
- Custom Fields & Automatic Updates: Jetpack CRM makes it easy to add custom fields to your contacts. Once you set it up, the data will be updated daily.
Quotes
Writing proposals and sending quotes is easy with the Jetpack CRM plugin. Adding and sending quotes is easier. All you need to do is add a new quote, choose a contact, quote templates, review, and send it right away.
- Simple Quote System: Jetpack CRM makes logging each quote simple. Just give your quote a title, add value, and even use the quote templates system to make the process smoother.
- Built-in Customizable Templates: This plugin offers stunning built-in templates to create new quotes on the go. Using the placeholder, you can draft a template and then use it whenever you want to create quotes. It mainly provides HTML proposal templates and allows you to add, edit, or remove templates.
- One-Click Send: You can send proposals to your contacts with just one click. You can also send quotes via emails and your customers/clients can accept them online. Once your clients accept the quote, you’ll get notified.
Invoices
Creating invoicing for each client gets hectic at times, as we need to use a third party invoice generator. Jetpack CRM allows you to quickly create invoices, send them, and get paid easily — all from your WordPress website.
- Simple Invoicing System: Jetpack CRM offers a free and paid invoicing system. With the invoicing system, you can manage all your invoices in one place. You can also follow up with any overdue or unpaid invoices or add new invoices easily.
- PDF Statements: The invoicing system allows you to send PDF statements of invoice and due amounts to your contacts in just one click.
- Various Payments Methods: You can get paid instantly with PayPal or Stripe. Now you don’t have to wait for bank payments.
Transactions
As a business owner, you know transactions are the lifeblood for any business. With the Jetpack CRM, the basic transactions are stored against each customer.
It also provides a detailed analytics dashboard such as the Sales Dashboard and Dynamic Segments.
- Import Transactions Easily: This plugin allows you to import your transactions easily. The extensions automatically sync and import all transactions of customers. It imports transactions from platforms such as Paypal, Stripe, Evnanto, WorldPay, WooCommerce, and more.
- Reports & Analytics: You can check the analytics for each contact or company and t rack and manage all your transactions in one place. The CRM dashboard has all the revenue details at a glance.
Overall, this WordPress CRM plugin comes with built-in tools and features to make the workflow straightforward.
The CRM Dashboard
The dashboard of Jetpack CRM is intuitive and provides nitty-gritty details about your business. Within the dashboard, you can manage and keep track of all your business metrics.
What’s more, the dashboard is fully customizable and comes with contacts overview, sales funnels, revenue, and snapshot.
- Contact Statuses: You can check your contact statuses right from the dashboard and have an overview of leads, customers, and transactions.
- Sales Funnel: You can manage your sales funnel with ease and turn more leads into customers. You can also set up the funnel to fit your business needs.
- Revenue Overview: The Jetpack CRM dashboard provides insights on your recent sales performance. The sales dashboard provides extra analytics for your sales.
Jetpack CRM Extensions
Jetpack CRM plugin also comes with powerful optional extensions. When you blend these extensions with the Jetpack CRM plugin, the combo will extend the functionality of the core plugin and help you manage and leverage your leads and customers with ease.
Many WordPress CRM plugins offer monthly paid extensions. Luckily, all the extensions offered by Zero Jetpack CRM are a one-time cost. There’s are no monthly or annual fees associated with these extensions.
Let’s explore some of the best extensions offered by Jetpack CRM:
ZBS CRM MailChimp: This extension enables you to start capturing your CRM contacts (leads and customers) in your MailChimp email list. The cost of the MailChimp extension is $39.
PayPal CRM Sync: This extension automatically retrieves all your customer data from PayPal. All you need to do is set up your Paypal API information and import any sales your make through PayPal, then it will automatically add to your CRM. The cost of the PayPal sync extension is $49.
Simple CSV Importer: The simple CSV importer allows you to easily import your existing customer data into the Jetpack CRM system. The cost of this extension is $29.
WooCommerce CRM Sync: The extension allows you to sync the CRM with WooCommerce. This extension allows you to retrieve all your customer data from WooCommerce automatically. The cost of this extension is $49.
Google Contacts CRM Sync: This extension allows you to retrieve all your customer data from Google Contacts. It helps keep all your leads in your CRM and helps manage contacts effectively.
These are some of the popular Jetpack CRM extensions. You can check the complete list of ZBS extensions here.
Pricing Plan
Jetpack CRM offers flexible and affordable pricing plans and even offers a free core version. The free plan is easy to use and comes with essential features to grow and manage your leads and customers.
Keep one thing in mind, all the paid plans come with various features and extensions too. Let’s check out the pricing plans offered by Zero BS CM.
1. Freelancer
The Freelancer plan costs $11/monthly if billed annually. The plan is suitable for freelancers or small business owners who are getting started with CRM.
Includes extensions: Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync.
Freelancer plan includes:
- Basic support
- Single site license
- Access to Slack Community
- 12 months of support and updates
2. Entrepreneur
The entrepreneur plan costs $17/monthly if billed annually. This plan comes with all the essential features and extensions to manage and nurture customers and leads.
This plan provides access to all CRM extensions.
Entrepreneur plan includes:
- Priority support
- Single site license
- Support mail campaigns
- Access to slack community
- 12 months of support and updates
3. Elite
The elite plan costs $30/monthly, billed annually. It includes all the features in the entrepreneur plan.
This plan provides you access to all CRM extensions.
The Elite plan includes:
- Priority support
- Single site license
- Access to slack community
- 12 months of support and updates
4. Reseller
The reseller plan costs $5.40/monthly, billed annually. This plan has everything in the elite plan and includes 10+ licenses and white-label.
The plan provides you access to all CRM extensions.
The Reseller plan includes:
- Mail campaigns
- Priority campaigns
- 10 site lite license
- Whitelabel / Rebrander
- Access to slack community
- 12 months of support and updates
Now you have a detailed insight of Jetpack CRM.
The free core CRM is self-sufficient and doesn’t require any additional tools. It works for unlimited users and unlimited contacts and even gets free updates frequently.
If you’re a beginner, consider getting started with the free core plugin.
Why Choose Jetpack CRM?
There are plenty of self-hosted WordPress CRM plugins available, but none of them offer the kind of features and functionality that Jetpack CRM offers.
Here we have listed a few reasons to get started with Jetpack CRM:
- Self Hosted: The best part about ZBS CRM is it’s self-hosted. All your business data will be in your hands, so you don’t need to rely on third-party providers.
- No Limits: Jetpack CRM doesn’t impose any limits on users or customers per month. All pricing is based on per install and is valid for a single site. You can manage and add unlimited users and customers without hassle.
- Fully Secured: Jetpack CRM runs on your own server. This CRM platform is fully secure and can be accessed through users’ roles and permissions. What’s more, the Zero BS plugin is fully compatible with security plugins such as WordFence and others.
How to Get Started With Jetpack CRM
Getting started with Jetpack CRM is straightforward. To walk you through the complete installation and setup process, we have a step-by-step guide. To install and set up Jetpack CRM hassle-free, follow our step by step walkthrough below.
Step #1: Install the Plugin
Log in to your WordPress dashboard and navigate to Plugins and then click on the “Add New”. Search “Jetpack CRM”. Choose the official plugin and then click on “Install now”.
Once you install the plugin, activate it from there.
If you have purchased a paid plan, log in to Jetpack CRM Settings > License Key and then enter your license key to activate your pro plan.
Note: If you’re using the free version you don’t need to enter any license key as your plan is completely free.
Step #2: Enter Essentials Details
After the activation, you’ll be presented with a super easy interface where you will enter essential details of your business, such as your Company/CRM name followed by the type of business and other basic details.
You will also choose your ZBS Menu Style from — Zero BS Override, Zero BS Slimline, and Zero BS & WordPress.
Step #3: Adding Custom Fields
Adding custom fields with Jetpack CRM is easy. Navigate to Jetpack CRM on your WordPress dashboard and then click on Settings.
Now click on “Custom Fields” and add as many custom fields you want. For example, you could add fields from Contacts, Company, Quotes, Transactions, ID, Status, and Prefix. Once you’re done adding custom fields, make sure you save it to deploy all the changes you made.
Step #4: Add Customer to The Dashboard
Adding a customer to your Jetpack CRM is easy. It allows you to add customers manually or import customers from a CSV file.
Adding Customers Manually
Log in to your WordPress dashboard and navigate to Jetpack CRM. Now click on “Customers” from the drop-down menu. Once you click, enter all relevant detailed about your customers.
The best part is you can add additional notes for every customer you add to your CRM so you can pick up from where you left.
Once you add all the information click “Save”
Import Customer from CSV
If you have used a CRM before or if you have a list of your customers in a CSV file, you can upload it easily. The CSV file import option can be a time saver if you have many contacts.
Make sure you have activated the CSV Importer Extension. To start, navigate to Data Tools > CSV Importer. Now choose and upload your CSV file from your computer. Once you select the file, click on “Start CSV Import Now”.
Then map your fields such as “first name” in your sheet to the “first name” and then run your import.
Step #5: Setting Up Your Team
You have been setting up the Jetpack CRM, now it’s time to add your team members. If you have a team of employees, you can easily add them to the CRM and assign them roles with restrictions.
Admin can add new users easily and assign them special roles. To add a user, navigate to Jetpack CRM from the dashboard then click on CRM Admin. Now click on “Team” and from there, add the users you want.
While adding the users, you can assign them roles such as:
- ZeroBSCRM Admin: Full access to CRM; can make any changes within the dashboard.
- ZeroBSCRM Invoice Manager: Only access to create invoices.
- ZeroBSCRM Quote Manager: Only access to create quotes.
- ZeroBSCRM Customer Manager: Access to manage the customers within the CRM and update their details, etc.
Once you add a user to the CRM, it will send an invitation notification to users.
If you have followed all the steps carefully you will set up Jetpack CRM without hassle.
Who Is JetpackCRM Best Suited To?
Jetpack CRM is an easy to use and powerful self-hosted CRM plugin for small- to medium-sized businesses of any industry.
Jetpack CRM strives to deliver high-effective and easy to use features and tools for SMBs to grow and manage customers along with leads.
After giving it a try, we’d say it’s a contact-centric CRM. The setup of this plugin is straightforward, and they offer step by step tutorials to get you up and running in minutes.
The dashboard of this CRM is intuitive. You can manage and track every aspect of your customers. The dashboard is also fully-customizable; that means you can customize the CRM as per your business needs.
What’s more, it integrates with third-party services and plugins such as Aweber, MailChimp, Google Contacts, WooCommerce, Gravity Forms, and more.
To sum it up, if you have a small- to medium-sized business Jetpack CRM is the best shot to take. It offers an extensive list of features and extensions at the affordable pricing of $11/month that lets you add and manage unlimited customers and users.
Pros & Cons Of Jetpack CRM
Pros:
- Simple and easy to use
- Reliable self-hosted CRM
- Offers a free core CRM plugin
- Imports leads and customers using CSV file
- Offers an intuitive and customizable dashboard
- Allows you to tag and segment your customers
- Manage and sends quotes and invoices to customers
- Manages a central list of leads and customers
- Collects more leads using lead generation forms
- Lets you manage and import all your transactions
- Allows you to add and manage unlimited customers and users
- Enables you, customers, and clients to access their own portal to check the “invoice”
Cons:
- The extensions are paid not free.
- Lacks advanced features for growing and large enterprises
Jetpack CRM Conclusion
If you’re looking for flexible, easy to use, and reliable customer relationship manager, Jetpack CRM is worth your try.
This powerful self-hosted CRM plugin comes with robust features and extensions that make it easy to manage all your customers.
The best part, once you blend the Jetpack CRM with extensions, it will enhance the functionality of your CRM and let you analyze and manage leads and customers more effectively.
Jetpack CRM stands apart from the competitors, as they offer advanced features at an affordable cost, and there are no limitations on the number of customers to manage.
Other CRM plugins charge you extra when you add extra users to your account. Luckily, it’s not the same with Jetpack CRM. You can add an unlimited number of teams or users to a single account.
Feel free to share your experience with Jetpack CRM in the comments section below.
We hope our Zero BS review has given you better insights into this self-hosted WordPress CRM plugin.
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