Jetpack CRM

WordPress-native CRM from Automattic — contact management, invoicing, and WooCommerce integration on your server.

Lead Conversion plugin

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At a glance

Best for
small-b2b-sites, independent-builders
Type
plugin
Pricing
freemium
Main use case
Lightweight self-hosted contact management and invoicing for small B2B WordPress sites.
Workflow stage
Lead Conversion

Details

Tags

Overview

Jetpack CRM (formerly Zero BS CRM) is a WordPress-native CRM plugin from Automattic that provides contact management, invoice generation, transaction tracking, and basic email marketing from within the WordPress dashboard. It is designed for small businesses and freelancers who want a lightweight self-hosted CRM without the complexity or pricing of HubSpot or Salesforce. Jetpack CRM integrates with WooCommerce, PayPal, Stripe, and form plugins — making it a practical all-in-one solution for B2B companies that sell directly through their WordPress site. The core plugin is free; extensions for advanced features are available individually or as bundles.

Key features

  • Contact management with custom fields and activity logging
  • Invoice and quote generation directly from the CRM
  • Transaction tracking linked to individual contacts
  • WooCommerce, PayPal, and Stripe integration
  • Basic email marketing and broadcast sending
  • Self-hosted u2014 all data stored on the WordPress server

Common use cases

  • Freelance B2B consultant managing clients, quotes, and invoices from one WordPress dashboard
  • Small B2B company wanting a free CRM that integrates with their existing WooCommerce setup
  • Team switching from a cloud CRM to reduce data privacy complexity with a self-hosted alternative

Why it matters for B2B

Small B2B companies — particularly freelancers and consultancies — that both market and invoice through their WordPress site benefit from Jetpack CRM's combined contact and transaction tracking. Rather than maintaining separate CRM and invoicing tools, Jetpack CRM provides a consolidated view of each client's contact history, quotes, invoices, and transactions within the same WordPress admin they already use daily.

Pros

  • Free core plugin covers contact management and invoicing u2014 no subscription required
  • Self-hosted by Automattic u2014 trusted development team and WordPress compatibility guaranteed
  • Invoicing and CRM in one plugin eliminates the need for a separate invoicing tool

Limitations

  • Less automation and email marketing capability than FluentCRM or HubSpot
  • Advanced features require purchasing individual extensions which can add up
  • Interface is functional but less polished than modern cloud CRMs