Bit CRM: WordPress CRM That Runs Your Entire Sales Pipeline

Bit CRM is a comprehensive WordPress plugin that transforms your website into a fully functional sales hub by unifying contact management, lead tracking, and invoicing in one centralized dashboard. It allows you to seamlessly move prospects through a visual sales pipeline, manage detailed B2B company records, and create professional invoices utilizing localized or synced store products. Because it operates entirely within your own database, you maintain complete ownership of your customer data without the need for expensive third-party subscriptions.

Who is it for? Freelancers, Agencies, B2B Sales Teams, WooCommerce Store Owners, and Small Businesses.

Features - Free Version:

• Core modules for managing leads, contacts, companies, deals, and products

• Visual sales pipeline with customizable Kanban boards and list views

• Built-in invoice generator featuring custom line items, taxes, and discounts

• Seamless synchronization with WooCommerce customers and products

• Activity tracking for tasks, calls, meetings, and file attachments

• Direct email synchronization via IMAP and SMTP

• Bulk data import and export functionality via CSV

Features - Pro Version:

• Automated visual workflow builder to streamline repetitive tasks and record updates

• Dedicated client portal with customizable access for viewing invoices and deals

• Built-in MCP Server to natively connect AI agents like ChatGPT and Claude

• Advanced role-based access control and field-level permissions for teams

• Comprehensive sales reporting and detailed activity history logs

• Advanced multi-currency support and detailed team user management