Bit CRM — WordPress CRM Plugin
Bit CRM: Sales CRM Manage Lead, Contact, Deal, Invoice, Client Portal & Collect Payment
by Bit Apps · WordPress.org page
Bit CRM has 300+ active installs on WordPress.org and 3,126 downloads all time. It was downloaded 1,348 times in the last 30 days. The last update was on October 11, 2026, tested up to WordPress 7.1.3.
Bit CRM at a glance
Is Bit CRM well maintained?
Features
The feature list from the plugin's own readme on WordPress.org, trimmed to the essentials.
- Workflow automation – Visual builder with triggers on record create or update, tag changes and deal stage changes, plus branching, delays, webhooks and…
- 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…
Bit CRM reviews and ratings
4 reviews on WordPress.org, with the most recent ones as their authors posted them.
4 reviews
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Simplified client management with excellent support
Bit CRM has really simplified how we manage and track clients directly within WordPress. The built-in marketing automation saves us valuable time. The plugin is well thought out, updates are frequent and bring real improvements, and whenever we needed help, support was fast and courteous. A great choice for anyone wanting to centralize client management without added complexity.
ajallali -
CRM for wordpress
Bit CRM is game changer.Just applied it, all manual tasks do well in automation mode.
curvelin -
Great all-in-one CRM for WordPress
Bit CRM nails it as a self-hosted CRM. Leads, deals, and invoicing all in one dashboard, no separate SaaS needed. Pipeline view is clean, WooCommerce integration for line items is a huge plus, and CSV import just works. Setup took minutes. The Support team is responsive too. Solid choice if you want your CRM data staying inside WordPress. Recommended 👍
Ali Hossain -
Nice and handy
nice and handy help and support provided by the team
komal889
Download and install history
2,066 downloads over the last 48 days. Snapshots taken daily from WordPress.org.
Where Bit CRM ranks on WordPress.org
The rankings we track that Bit CRM appears in, and how its position changed over 30 days.
| Ranking | WordPress.org placement | Position | 30 days |
|---|---|---|---|
| Best CRM Plugins | #35 by tag, #11 in search | #11 | ▲4 |
Details
WordPress CRM to manage contacts, leads, deals, invoices, products, client Portal, companies and collect payment via WooCommerce from one dashboard.
The full description, screenshots and every review live on the WordPress.org page.
Rankings Bit CRM competes in
Tags
- crm
- invoice
- lead management
- sales pipeline
- woocommerce-sync
More from Bit Apps
-
Bit integrations 20,000+ installs -
Bit Assist 10,000+ installs -
Bit Form 10,000+ installs -
File Manager 10,000+ installs
- Version
- 1.3.1
- Last updated
- Oct 11, 2026
- First published
- Aug 11, 2026
- Requires WordPress
- 6.5
- Tested up to
- 7.1.3
- Requires PHP
- 8.2
- Pricing
- Free on WordPress.org
Bit CRM FAQ
What does Bit CRM do?
According to its WordPress.org readme, Bit CRM offers Workflow automation – Visual builder with triggers on record create or update, tag changes and deal stage changes, plus branching, delays, webhooks and, 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 and Calendar – See tasks, meetings and calls in month, week and day views.
How many active installs does Bit CRM have?
WordPress.org reports 300+ active installs for Bit CRM as of October 22, 2026.
Is Bit CRM still maintained?
Yes. The last release was on October 11, 2026 and it is tested up to WordPress 7.1.3.
Does Bit CRM have good support?
On the WordPress.org forum, 1 of 1 recent support threads for Bit CRM are marked resolved. That is the developer's free support; a paid version usually comes with its own channel.
Is Bit CRM free?
Bit CRM is free to install from WordPress.org. Many plugins also sell a paid version or add-ons.
Where does Bit CRM rank among CRM Plugins?
Bit CRM is #11 in the WordPress.org CRM Plugins ranking.