Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Client Portal & Collect Payment
by Bit Apps 5 (4 reviews)

Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Client Portal & Collect Payment

WordPress CRM to manage contacts, leads, deals, invoices, products, client Portal, companies and collect payment via WooCommerce from one dashboard.

Bit CRM ranks #11,808 among WordPress.org plugins with 200+ active installations, is #3,516 of 12,463 in the E-commerce category, a 5/5 rating from 4 reviews, and was last updated Sep 13, 2026. Data from WordPress.org, refreshed twice daily — see methodology.

Compatible with WP 7.1
v1.2.0 Current Version v1.2.0
Updated 1 week ago Last Update on 13 Sep, 2026
Refreshed 10 hours ago Last Refreshed on
#3,516 of 12,463 in E-commerce Top 50% by installs Downloads -50.4% this week
View on WordPress.org
Rank
#11,808
No change
Active Installs
200+
+61.3%
KW Avg Position
52.2
30.3 better
Downloads
1.8K
+11 today
Support Resolved
0%
No change
Rating
100%
Review 5 out of 5
5 (4 reviews)

Next Milestone 300

Total Progress 68%
200+ 300+
627
Ranks to Climb
-
Growth Needed
8,000,000
Active Installs
Pro

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Need 32 more installs to reach 300+

Rank Changes

11,759 11,865 11,970 12,075 12,181 16-09-2026 17-09-2026 18-09-2026 19-09-2026 20-09-2026 21-09-2026 22-09-2026 23-09-2026
11,657 11,985 12,313 12,641 12,970 08-09-2026 09-09-2026 10-09-2026 11-09-2026 12-09-2026 13-09-2026 14-09-2026 15-09-2026 16-09-2026 17-09-2026 18-09-2026 19-09-2026 20-09-2026 21-09-2026 22-09-2026 23-09-2026
Current #11,808
Change
Best #

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Active Installs Growth

Active Installs 0,000,000+
Growth +0.0%
Peak 0,000,000

Downloads Growth

10 20 30 40 50 16-09-2026 17-09-2026 18-09-2026 19-09-2026 20-09-2026 21-09-2026 22-09-2026 23-09-2026
0 50 100 150 08-09-2026 09-09-2026 10-09-2026 11-09-2026 12-09-2026 13-09-2026 14-09-2026 15-09-2026 16-09-2026 17-09-2026 18-09-2026 19-09-2026 20-09-2026 21-09-2026 22-09-2026 23-09-2026
Downloads
Growth
Peak

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Reviews & Ratings

5.0
4 reviews
Overall 100%
5
4 (100%)
4
0 (0%)
3
0 (0%)
2
0 (0%)
1
0 (0%)

Support Threads Overview

Resolved
Unresolved
1
Total Threads
0
Resolved
1
Unresolved
0%
Resolution Rate

Security History

Source: WPVulnerability

No known vulnerabilities on record for Bit CRM. Checked 1 month ago.

TL;DR

AI summary of the plugin's readme

This plugin is for WordPress site owners such as small businesses, agencies, WooCommerce stores, or freelancers who need to manage customer relationships. It solves the problem of tracking leads, contacts, deals, and invoices across separate tools by combining CRM, sales pipeline, email, and invoicing inside the WordPress dashboard.

  • Lead management
  • Contact management
  • Company management
  • Sales pipeline & deals
  • Invoicing with PDF/email
  • Email & IMAP mailbox sync
  • CSV import
  • WooCommerce integration

Frequently Asked Questions

Common questions about Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Client Portal & Collect Payment

Yes. Bit CRM lets you manage contacts, leads, companies, deals and invoices from a single dashboard, so you can run your whole customer relationship workflow inside WordPress.
No. Bit CRM has no record or user caps. The only limits are the ones your own hosting applies, such as database size.
This plugin includes leads, contacts, companies, deals, invoicing, tasks, meetings, calls, notes, attachments, links, email with SMTP and IMAP, tags, advanced filters, CSV import, recycle bin, the dashboard, the external API and WooCommerce sync. Workflow automation, the client portal, the AI assistant, recurring invoices, the calendar, invoice payment links, the CRM product catalog, custom fields, team access, multi-currency, CSV export, activity history and the MCP server are in Bit CRM Pro.
In your own WordPress database, on your own hosting. Nothing is held in a third-party CRM service.
Yes. Create deals and move them through pipeline stages you define, either as a sortable table or a drag-and-drop Kanban board that shows deal count and total value per stage.
Yes. Build invoices with line items and terms, apply taxes and discounts, track status through draft, sent, paid and overdue, then download the PDF or email it. Online payment links are a Pro feature.
Yes. Add WooCommerce products as line items with their own quantity, discount and tax. A CRM-native product catalog is available in Bit CRM Pro.
Yes. Store customers and order history sync into contacts, contacts are auto-tagged by product and coupon, and WooCommerce products can be used as deal and invoice line items.
WooCommerce, FluentCart, SureCart, LearnDash and Tutor LMS for customer sync, Bit Form for lead capture, Bit SMTP for email delivery, and Bit Integrations and Bit Flows for connecting to other apps.
Yes. Send emails to contacts from the CRM, set up SMTP for reliable delivery, and connect a Gmail, Zoho or custom IMAP mailbox to keep conversations in sync.

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