by Bit Apps 5 (4 reviews)

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

Name: Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Client Portal & Collect Payment
Rating: 5.0 (4 reviews)
Author: Bit Apps

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

Bit CRM ranks #10,645 among WordPress.org plugins with 300+ active installations, is #1,685 of 14,124 in the E-commerce category, a 5/5 rating from 4 reviews, and was last updated Oct 25, 2026. Data from WordPress.org, refreshed twice daily — see methodology.

Compatible with WP 7.1.4

v1.3.2 Current Version v1.3.2

Updated 1 week ago Last Update on 25 Oct, 2026

Refreshed 1 week ago Last Refreshed on

#1,685 of 14,124 in E-commerce Top 25% by installs Actively maintained

View on WordPress.org

Rank

#10,645

— No change

Active Installs

300+

+50%

KW Avg Position

30.2

0.2 better

Downloads

3.6K

+18 today

Support Resolved

100%

— No change

Rating

100%

Review 5 out of 5

5 (4 reviews)

Next Milestone 400

Total Progress 44%

300+ 400+

824

Ranks to Climb

Growth Needed

8,000,000

Active Installs

Pro

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Rank Changes

Current #10,645

Change

Best #

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Active Installs Growth

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Active Installs 0,000,000+

Growth +0.0%

Peak 0,000,000

Downloads Growth

Downloads

Growth

Peak

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Reviews & Ratings

5.0

4 reviews

Overall 100%

4 (100%)

0 (0%)

Support Threads Overview

Resolved

Unresolved

Total Threads

Resolved

Unresolved

100%

Resolution Rate

Security History

Source: WPVulnerability

No known vulnerabilities on record for Bit CRM. Checked 2 months ago.

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Plugin Details

Version: 1.3.2
Last Updated: Oct 25, 2026
Requires WP: 6.5+
Tested Up To: 7.1.4
PHP Version: 8.2 or higher
Author: Bit Apps

Support & Rating

Rating: ★ ★ ★ ★ ★ 5
Reviews: 4
Support Threads: 1
Resolved: 100%

Keywords

crm invoice lead management sales pipeline woocommerce-sync

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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.