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

Description

Bit CRM is a advance Sales CRM for WordPress. It manages the full path from first enquiry to paid invoice: leads, contacts, companies, deals, a visual sales pipeline, invoicing and WooCommerce customer sync, all inside from one dashboard.

👉 Website | 📚 Documentation | 💬 Community forum | 🧑‍💻 GitHub

How Bit CRM works

A lead arrives from your website form or your store. You qualify it, then convert it into a contact and a company in one click. You open a deal, price it with line items, and move it across your pipeline stages. When the deal is won, you raise the invoice, apply taxes and discounts, and email the PDF. Every call, meeting, task and note stays attached to the record, so the full history is there when you need it.

Why choose Bit CRM for WordPress?

• All-in-one CRM – Contacts, leads, companies, deals and invoices work together in one plugin.
• Self-hosted and private – Your CRM records stay in your own WordPress database.
• Built for sales – A visual pipeline, deals and invoicing help you close and bill faster.
• WooCommerce ready – Connect your store customers, orders and products.
• Easy to start – Import your existing data from CSV and begin in minutes.

Core CRM modules

• Lead management – Capture leads, track activity, add notes, then convert them into contacts, companies and deals, single or in bulk.
• Contact management – Store and organize customer records with tags, filters, notes, attachments and related activities.
• Company management – Group contacts under the companies they belong to, and link deals to the account for B2B work.
• Sales pipeline and deals – Move deals across stages you create, reorder and archive, in Kanban or table view, then itemize each deal with quantity, discount and tax so the value stays accurate.
• Invoicing – Build invoices from line items, apply taxes, discounts, terms and due dates, track status, then download the PDF or email it to the customer.

Activities and follow-up

Inside every lead, contact, company and deal you get a full set of engagement tools.

• Tasks – Set owners, due dates, priorities and status, then filter what is coming up.
• Meetings and calls – Log every interaction with owners, dates and status.
• Email, SMTP and IMAP – Send email from the CRM, configure SMTP for delivery, and connect a Gmail, Zoho or custom mailbox so conversations sync back into the record.
• Notes, attachments and links – Keep internal context, files and external references in one place.

WooCommerce and eCommerce sync

• Every WooCommerce buyer becomes a contact automatically, and each new order keeps that contact current.
• Contacts are auto-tagged by purchased product and coupon code, with optional tag prefixes.
• WooCommerce products can be inserted as line items into any deal or invoice.
• Customers, product also sync from FluentCart.

How the WooCommerce integration works

Lead capture and automation connections

Bit Form turns any form submission into a CRM lead, starting from a ready-made template if you prefer. Beyond that, Bit CRM works as both a trigger and an action in Bit Integrations and Bit Flows, so CRM also connect with 380+ platforms.

Data, filtering and everyday tools

• Tags – Segment records across every module, single or in bulk, then filter by tag.
• Advanced filters – Build grouped AND and OR conditions on any list.
• CSV import – Bring leads, contacts, companies and deals in from a CSV file.
• Recycle bin – Restore deleted records, or empty the trash when you are ready.
• Dashboard – Totals, month-over-month trends, pipeline value by stage, lead sources, invoice status and pending activities.
• External API – Endpoints for records, tags, notes, activities, activity logs and invoices, including share links.
• Background processing – Imports, bulk conversions, IMAP fetching and store syncing run as background jobs, so your admin screen never blocks.
• Translation ready – Ships with Arabic, French, German, Spanish and Brazilian Portuguese, and the interface mirrors fully for RTL locales.

What you can use Bit CRM as

• A sales pipeline and deal tracker for WordPress
• A WooCommerce CRM that keeps store customers and orders connected to your sales records
• An invoice plugin for WordPress, with PDF download and email delivery
• A lead management and lead capture tool for your website
• A B2B contact and company manager

Who uses Bit CRM

Freelancers, agencies, startups, WooCommerce store owners, course creators, B2B teams and small sales teams who sell through conversations rather than pure self-checkout.

What experts say about Bit CRM

• WP Roads reviews Bit CRM
• Tobi Salami reviews Bit CRM
• WP Simple Hacks reviews Bit CRM
• SaaS Master reviews Bit CRM

Bit CRM Pro

Everything above is in this plugin, with no cap on records or users. These modules are part of Bit CRM Pro.

• Workflow automation – Visual builder with triggers on record create or update, tag changes and deal stage changes, plus branching, delays, webhooks and execution logs.
• Client portal – A white-labelled portal where clients sign in to view invoices, deals and shared meetings, calls and notes.
• AI assistant – A chat assistant on every screen that reads and updates your records, using your own Claude, OpenAI or Gemini API key.
• Recurring invoices – Bill on a repeating schedule, with reminder emails and cancellation from either side.
• Calendar – See tasks, meetings and calls in month, week and day views.
• Invoice payment links – Clients pay through WooCommerce checkout, with full or partial payments and per-invoice payment history.
• Product catalog – Build your own products inside the CRM instead of relying on WooCommerce.
• Custom fields – Nine field types across leads, contacts, companies, deals and products, with one or two column layouts.
• Team access – Assign module and action capabilities to your WordPress users.
• Multi-currency – Add currencies beyond your home currency and set exchange rates.
• CSV export, activity log and history, and data management for import, export and workflow logs.
• MCP server – Connect AI clients such as Claude and ChatGPT to approved CRM tools through an OAuth consent flow, with access limited to the approving user and revocable at any time.

Sales Orders are on the roadmap for a future Pro release.

Source code

Bit CRM source code is available on GitHub.

External Services

Bit CRM stores your CRM records in your own WordPress database. The connections below are the only points where data leaves your site, and each one is described here.

Google Fonts

Bit CRM loads the “Outfit” font from Google Fonts (fonts.googleapis.com and fonts.gstatic.com) on its admin pages and on the visitor-facing pages it serves — the shared public invoice page and the client portal — sending the viewer’s IP address, user-agent and request data, but no CRM records. See Google’s Terms and Privacy Policy.

Email and IMAP providers

An administrator can connect Gmail (imap.gmail.com), Zoho Mail (imappro.zoho.com), or a custom IMAP server. On email history or sync, Bit CRM sends the saved mailbox username, app password, connection settings and IMAP commands to that provider, and retrieves matching message data. Gmail is governed by Google’s Terms and Privacy Policy; Zoho by its Terms and Privacy Policy; a custom server by its provider’s policies.

When a user sends an email or invoice, Bit CRM passes its recipient, subject, body, headers and attachments to WordPress’s wp_mail, which uses the site owner’s configured mail service and the recipient’s mail server. Those providers’ terms and privacy policies apply. Bit CRM does not select a mail provider.

Privacy and Usage Data

Bit CRM respects your privacy. Usage tracking is disabled by default and only enabled when an administrator opts in. If enabled, Bit CRM may send anonymous usage and environment information to Bit Apps to help improve the plugin.

No CRM records or personal customer data are collected. For more details about data handling, please review our:

• Privacy Policy
• Terms of Service

Technical details