Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation
by Automattic · Email & Marketing
Also makes 78 other plugins · 18.1M+ installs across the portfolio →
The CRM for small businesses. Manage leads, invoicing, billing, email marketing, clients, contacts, quotes, automation. Works with WooCommerce too.
Try it live opens a temporary test site in your browser, which can take about 20 seconds to load. Plugins that rely on outside services or a full server may not work completely there.
Health
A 87/100
no flags
Active installs
30K+
≈35K estimated
Momentum
-5%
downloads vs prior 30d
Biggest opportunity: Swap “lead generation” for “leads”. “lead generation” isn't earning its slot: it only gets you to #12. “leads” sits at #4 untagged, close enough for a declared tag to move it up. All five slots are taken, so one has to go.
87 health vs 66 average across 2,122 Email & Marketing plugins
Install conversion
How it's measured →1.5%
of downloads still active
At least 30K of 2M lifetime downloads are still running, above its category: the median Email & Marketing plugin keeps 0.9%, across 1,295 plugins.
Downloads count every update, not just first installs, so older and more frequently released plugins read lower. Compare against other Email & Marketing plugins, not across the directory. wp.org reports active installs as the bottom of a band, so the real rate is this or higher.
This plugin shipped 11 releases in the last 12 months, and every existing install that updated counted as another download. wp.org publishes no split between first installs and updates, so we show the raw rate rather than guess at one.
Details
Directory ranking optimization
How it's scored →How well this listing is tuned to rank in WordPress.org search, on the factors an owner controls. Not popularity, optimization.
Excellent listing optimization
Well tuned across the board
Updated 27 days ago
Tested up to WordPress 7.1.4, the current branch or newer
4.3★ over 152 reviews, smoothed to 4.25★
5 of 5 tags set · short description in place
3 of 3 support threads resolved in the last 2 months
Search visibility
How it's tracked →Directory searches this plugin turns up in, and which way each one is moving. WordPress.org publishes no history of search positions, so this starts the day we first tracked a keyword and never backfills.
38
Momentum
Losing ground
-0.5
Velocity
places per keyword, 28d
18%
Breadth
of keywords climbing, 28d
+0.2
Acceleration
recent half vs earlier
wp.org is where the directory puts the plugin for that search. On merit is where it would sit if results were ranked on rating, support and updates, without the install boost. The last column is how far the wp.org position moved, from our first reading in the last 90 days to the latest.
| Keyword | wp.org | On merit | wp.org move, 90 days |
|---|---|---|---|
| clients | #1 | #1 | 0 |
| billing | #1 | #1 | 0 |
| crm your tag | #2 | #2 | down 1 |
| jetpack crm | #2 | #2 | 0 |
| woocommerce crm your tag | #2 | #2 | down 1 |
| client quotes | #1 | #1 | 0 |
| small business crm | #1 | #1 | 0 |
| email marketing automation | #3 | #4 | 0 |
| client portal software | #1 | #1 | 0 |
| wordpress crm | #2 | #3 | down 1 |
| b2b lead generation | #1 | #1 | 0 |
| lead management | #2 | #2 | 0 |
| client portal your tag | #3 | #3 | down 1 |
| leads | #4 | #3 | down 1 |
| wordpress with crm | #2 | #3 | 0 |
| crm for wordpress | #2 | #3 | 0 |
| leads to crm | #2 | #2 | 0 |
| crm plugin | #2 | #2 | 0 |
| crm tools | #2 | #2 | 0 |
| best crm | #2 | #3 | 0 |
368 searches this plugin appeared in over the last 90 days, 20 listed. 285 left out as unrelated or noise (years, numbers, stray words).
What to do about it
- Swap “lead generation” for “leads”. “lead generation” isn't earning its slot: it only gets you to #12. “leads” sits at #4 untagged, close enough for a declared tag to move it up. All five slots are taken, so one has to go.
- Slipping on “lead generation”. Down 5 places since 2026-09-18, now #12. Check what shipped around then, and what moved above you.
Daily downloads
Since 5 Oct 2022 · 1,489 days · wp.org + Plugin Pulse archive
30-day downloads
Rolling 30-day volume · peak 112.6K · peaks are release surges
Directory rank vs rivals
wp.org popularity rank over time · higher is better · when a rival's line climbs above yours, they've overtaken you
Rating trend
Star average over time · dips mark rough releases
Health trend
Composite health score, snapshotted daily
Update activity
How busy the existing users are, measured as downloads in the last 30 days for every 1,000 active sites. A spike means a new release everyone's pulling; a long, slow decline means an aging user base that updates less.
Release cadence
Actively maintainedHow often this plugin actually ships. A steady rhythm is the maintenance signal a single "last updated" date can't show.
11
releases in the last 12 months
27d ago
latest release · v6.8.5 · 5 Oct 2026
272
tagged releases on record
Recent releases
What its installed base runs
via wordpress.orgShare of active installs on each version of this plugin · 65% run the current release. Green is the current release; a big slice on older versions is a user base that has stopped updating.
Estimated active installs
The public count shows “30K+”. Our estimate pins where the real number sits.
Crossed into this band 2.3 years ago; a band this size takes about a year or more to cross, which places it about 50% of the way through.
Install history since 13 Jun 2021
Recent reviews
All reviews on wp.org ↗- ★★★★★ mdedsm9mo ago
I’ve been using Jetpack CRM for over 5 years across my own and real client projects, and it has proven to be a solid, flexible CRM for WordPress-based businesses. One of its biggest strengths is how extensible it is, the data structure, hooks, and overall architecture make it possible to adapt the CRM to very specific business workflows. I’ve successfully implemented deep customizations that go well beyond the default feature set by integrating other plugins, this is key. That said, this is not a “no-code” CRM if your needs are complex. For advanced customizations, integrations, or workflow changes, you’ll need a developer who understands WordPress and the plugin’s internals. The support team is clear about this, which I appreciate. If you’re looking for a CRM that grows with your business and doesn’t lock you into a rigid system, Jetpack CRM is a strong choice (I can also help if you have any specific needs). The original “NO BS CRM” still stands true, but customizations can make this the ultimate tool for business success and automations.
Read on wp.org ↗ - ★★★★★ brnwp11mo ago
I’m not an expert and I’m just starting to use it: my impression is very favorable, it seems like an excellent CRM. The support is very professional. Just like their products. Always a very positive experience, really. Thanks a lot! Every time I’ve needed support, I’ve always received the best possible assistance: the utmost professionalism and exceptional courtesy—truly the best. This topic was modified 3 months, 4 weeks ago by brnwp. This topic was modified 1 week, 5 days ago by brnwp.
Read on wp.org ↗ - ★★★★★ jcoppage1.1y ago
Welp! It installs great and looks fantastic, however when I tried to create a form several times, the only field that showed up was email. I kept looking for ways to overcome this with no luck. I then installed another form to use with it but saw no way to put the two together. If you’re better at WP maybe you’ll have better luck.
Read on wp.org ↗ - ★★★★★ Florian1.2y ago
For now, i only tried the free version and i get green lights to take it in PRO version.Jetpack CRM seems fine to me even if i don’t deploy it live on my WooCommerce installation.Globally the interface is ok… but seems little old-fashioned-style and need obviously several modern UX Improvements.Same for the UX wording used on the UI… its adding sometimes cognitive charge to understand some simply effect or rules throughout the tool.About the features, il love the way we can manage contacts and sort them as “type” during the marketing cycle journey.Same for the ease to manage Quotes, Bills, and transactions and the agility to adapt if needed.what is missing for me : Better integrations of thirds Woo extensions (when its automatic) WooCommerce Tax for instance, but i think its probablement the same with other automatic Woo extensions.what i need to test : The portal what is a very nice feature, i need to see if it integrates seamlessly with my builder (Cornerstone).
Read on wp.org ↗ - ★★★★★ Emre O.1.3y ago
I was actually very excited when I first installed it, it seemed very user-friendly and feature-rich. But I deleted the plugin when I saw that a very basic feature was missing. There is no feature to add products to invoices and quotes. You cannot create invoices or quotes by selecting Woocommerce products. It is useless without this.
Read on wp.org ↗ - ★★★★★ pows20241.5y ago
I paid for the Enterprise license through April 2026. Currently, this license is on my development site, I want to transfer it to my production site. I have been trying to get this resolved for over a month, but little to no response from support. If the policy is to fill out the form for support, then support should respond. in a timely manner This has be going on for over a month. At least they could let me know the status. Support apologized for the communication issue. They were very friendly and helpful. The good news is that the issue is now resolved. Now, I am happy and back in business. Thanks again Stef for looking into this. This topic was modified 1 year, 2 months ago by pows2024. This topic was modified 1 year, 2 months ago by pows2024.
Read on wp.org ↗ - ★★★★★ paulwr1.6y ago
We purchased a plugin that didn’t work out as well as we anticipated and I applied for a refund in a support ticket on Sunday. Monday morning, DONE! If we ever see something else that appeals to us that JetPack has a solution for, we won’t hesitate to try it out.
Read on wp.org ↗ - ★★★★★ nebu19801.8y ago
Just getting started with JetPack CRM. Bumped into something that I couldn’t solve right away. Contacted support and they helped me out immediately. Not by telling me what to do, but by actually doing it for me! Best start of using a new piece of software
Read on wp.org ↗
Latest updates
via wp.org changelogRecent releases and news for this plugin
- 2026-10-05 Version 6.8.5 Restore the wizard’s desktop layout and tidy the audit stack (#64) Replace the bundle banner’s outdated logos (#63) Make the setup wizard’s toggles usable and legible (#62) Update the CRM dashboard logos and make the das 6.8.5
- 2026-09-02 Version 6.8.4 Allow assigning a transaction to a company invoice (#52) Fix the revenue chart’s 12-month window start and current-month zero-prefill (#51) Show the Revenue Chart when transactions net to zero or below (#45) Let a first 6.8.4
- 2026-08-18 Version 6.8.3 Fix Activity panel header icon rendering (#37) Don’t let self-reported details replace contact fields already filled in (#30) Check that the current user may view a list view type before returning its data. Task and form 6.8.3
- 2026-07-27 Version 6.8.2 Improve remote image handling in PDF generation (#10) 6.8.2
- 2026-05-28 Version 6.8.1 Changed Remove unneeded development and documentation files from the published plugin. Update package dependencies. Fixed Client Portal: Prevent PHP fatal when downloading PDFs. 6.8.1
Security history
via Wordfence IntelligenceAll 8 disclosed vulnerabilities are patched in the current version (6.8.5). Sites still on an older version should update.
- 2026-02-16 CVE-2026-22356 Improper Control of Filename for Include/Require Statement in PHP Program Affects <= 6.7.0 Patched in 6.7.1
- 2024-10-28 Exposure of Sensitive Information to an Unauthorized Actor Affects < 4.2.4 Patched in 4.2.4
- Patched Medium · 4.4 Jetpack CRM <= 5.5.0 - Authenticated (Administrator+) Stored Cross-Site Scripting ↗2023-09-12 Improper Neutralization of Input During Web Page Generation Affects <= 5.5.0 Patched in 5.5.1
- 2023-09-12 Improper Neutralization of Input During Web Page Generation Affects <= 5.5.0 Patched in 5.5.1
- Patched Medium · 4.4 Jetpack CRM <= 5.4.4 - Authenticated (Administrator+) Stored Cross-Site Scripting ↗2023-03-05 CVE-2023-27429 Improper Neutralization of Input During Web Page Generation Affects <= 5.4.4 Patched in 5.5.0
- Patched Medium · 6.4 Jetpack CRM <= 5.4.4 - Authenticated (Contributor+) Stored Cross-Site Scripting ↗2022-12-19 CVE-2022-4497 Improper Neutralization of Input During Web Page Generation Affects <= 5.4.4 Patched in 5.5
- 2022-11-21 CVE-2022-3919 Improper Neutralization of Special Elements used in an SQL Command Affects <= 5.4.2 Patched in 5.4.3
Vulnerability records provided by Wordfence Intelligence. Copyright 2012-2026 Defiant Inc. License and terms.
CVE records: Copyright 1999-2026 The MITRE Corporation. CVE terms of use.
Languages
via translate.wordpress.orgTranslated into 42 languages, 4 at 90% or more
Plus 18 more locales with partial translations.
AI assistants
How it's measured →Whether ChatGPT and Claude name this plugin when asked the category question, and whether the readme gives them something to quote.
Not measured yet for this plugin’s topics. Its tracked searches are not among the measured topics. See the topics measured so far.
Readme readiness
8 of 8 pass · checked 31 Oct 2026Can an assistant quote this readme? Eight deterministic checks over the wp.org listing, no model involved.
- ✓ Says what it does "The CRM for small businesses. Manage leads, invoicing, billing, email marketing, clients, contacts, quotes,..."
- ✓ Has a FAQ 24 questions in the FAQ.
- ✓ FAQ asks real questions 24 of 24 read like questions a user would type.
- ✓ Names who it is for Names its audience or use cases ("use cases", "use it", "built for").
- ✓ Names what it works with Mentions WooCommerce, Contact Form 7, Gravity Forms, ConvertKit and 5 more.
- ✓ Headings and lists 12 headings and 17 lists.
- ✓ Enough to quote 8,729 characters of description.
- ✓ Tags match the text 4 of 5 tags appear in the text; "marketing automation" does not.
Growth timeline
Install-tier crossings we have observed, and how long each tier took to outgrow
- 2024-07-26 40K+ → 30K+ down after 2 days in tier
- 2024-07-24 30K+ → 40K+ up after 1 days in tier
- 2024-07-23 40K+ → 30K+ down after 523 days in tier
- 2023-02-16 30K+ → 40K+ up after 199 days in tier
- 2022-08-01 20K+ → 30K+ up after 111 days in tier
- 2022-04-12 10K+ → 20K+ up after 125 days in tier
- 2021-12-08 9K+ → 10K+ up after 178 days in tier
- 2021-06-13 7K+ → 9K+ up after 101 days in tier
Competes with
The plugins that solve the same job, ranked by shared tags then reach, closest match first. The letter on the right is each plugin's health grade (A best, F worst).
-
Customer Engagement System – Popup Builder, Forms, CRM & Email Marketing Automation 9K+ installs · 4.5★ · 3 shared tags A -
LeadConnector 20K+ installs · 3.1★ · 2 shared tags B -
ERP: Complete HR, Accounting & CRM Suite Built for WooCommerce 5K+ installs · 4.3★ · 2 shared tags A -
WP Fusion Lite – Marketing Automation and CRM Integration for WordPress 4K+ installs · 4.8★ · 2 shared tags A -
Groundhogg — CRM, Newsletters, and Marketing Automation 2K+ installs · 4.8★ · 2 shared tags A -
Manago AI & Leadoo AI 900+ installs · 3.8★ · 2 shared tags B
Embed this report card
Drop a live Pulse card for Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation into a readme, a review or a deck. It updates itself.
<iframe src="https://plugins.wpmayor.com/embed/zero-bs-crm" width="480" height="300" style="border:0" loading="lazy" title="Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation — Plugin Pulse"></iframe> Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation: 30K+ active installs, 4.3★ (152 reviews). Plugin Pulse (WP Mayor), as of 2026-11-01. https://plugins.wpmayor.com/plugin/zero-bs-crm
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