A pipeline-first CRM built into WordPress. Manage contacts, track deals, and close more sales — no monthly fees.

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pressiocrm

You started your business to do great work — not to wrestle with spreadsheets or pay $50 a month for a CRM you barely use.
Pressio CRM is a complete, pipeline-first CRM that runs inside your WordPress dashboard. Add contacts, track deals on a drag-and-drop kanban board, send emails, manage follow-up tasks, and see your sales at a glance — all without leaving your site or sending your customer data to someone else’s server.
The free version is not a demo. There are no contact limits, no deal limits, no nag screens, and no time trials. It is a real CRM for real businesses.
<h4>Features (all free, all included)</h4>
<ul>
<li>Visual deal pipeline — Drag-and-drop kanban board. Move deals through stages with a click. See total deal value per stage at a glance.</li>
<li>Full contact management — Create, search, filter, tag, and organize contacts. Bulk actions, CSV import, and CSV export included.</li>
<li>HTML email sending — Write and send emails directly from each contact record. Merge tags, a visual editor, email branding settings, and full email history per contact.</li>
<li>Task management — Create tasks tied to contacts or deals. Set due dates and priorities. Overdue alerts keep you on top of follow-ups.</li>
<li>Activity timeline — Every interaction is auto-logged: stage changes, emails sent, notes added, tasks completed. View the full story of any contact in one scroll.</li>
<li>Dashboard — Total contacts, open deals, tasks due today, revenue stats. Pipeline funnel chart and recent activity feed give you a daily snapshot.</li>
<li>Reports — Deal, contact, and activity trends over 30 days, 90 days, or 12 months. Know what’s working without exporting anything.</li>
<li>Form integrations — Contact Form 7, WPForms, Fluent Forms — Website form submissions automatically create contacts in your CRM. Map any form field to any contact field — no code required.</li>
<li>Color-coded tags — Organize contacts your way. Assign multiple tags, filter by tag, and see tags at a glance in every list.</li>
<li>Onboarding wizard — Set up your company name, pipeline stages, and first contact in under 2 minutes.</li>
<li>Modern interface — Vue-powered single-page app inside WordPress. Fast, responsive, and clean — no page reloads.</li>
</ul>
<h4>Why Pressio CRM instead of a SaaS CRM?</h4>
<ol>
<li>Your data stays on your server. Customer names, emails, deal values, and notes never leave your WordPress database. No third-party access. Export everything anytime.</li>
<li>No monthly fees. The free version is a complete CRM. You do not need to pay to start using it or to keep using it.</li>
<li>Pipeline-first design. Most WordPress CRMs treat deals as an afterthought. Pressio CRM puts your sales pipeline front and center with a real kanban board.</li>
<li>Works with your existing site. Contact Form 7, WPForms, and Fluent Forms submissions flow straight into your CRM. Your leads are captured where they arrive.</li>
<li>Fast, modern interface. No page reloads, no loading spinners on every click. The Vue-powered interface feels like a standalone web app, not a WordPress admin page from 2012.</li>
</ol>
<h4>Who is Pressio CRM for?</h4>
Pressio CRM is built for solo operators, freelancers, consultants, small agencies, and service businesses running WordPress. If you are tracking leads in a spreadsheet, juggling sticky notes for follow-ups, or paying for a SaaS CRM that is 90% features you never use — this plugin replaces all of that.
<h4>Pressio CRM Pro</h4>
Need more power as your business grows? Pressio CRM Pro adds:
<ul>
<li>Unlimited pipelines — Track multiple sales processes, departments, or project types</li>
<li>Email sequences and automation — Drip campaigns and trigger-based workflows</li>
<li>Custom fields UI — Add any field you need to contacts and deals</li>
<li>Advanced reporting and analytics — Revenue forecasting, conversion rates, stage duration</li>
<li>Priority support — Direct access to the team that builds the plugin</li>
</ul>
The free version is not crippled. Pro is for teams and businesses that have outgrown a single pipeline.
<h3>Source Code</h3>
The full source code for this plugin, including all uncompiled Vue 3 / JavaScript source files, is publicly available on GitHub:
https://github.com/pressiocrm/pressio-crm
The repository’s <code>src/</code> directory contains all human-readable Vue components, Pinia stores, composables, and JavaScript source files that are compiled into the <code>build/</code> directory shipped with this plugin.
To rebuild the frontend assets from source:
<ol>
<li>Install Node dependencies: <code>npm install</code></li>
<li>Production build: <code>npm run build</code></li>
<li>Development build with HMR: <code>npm run dev</code></li>
</ol>
Build tool: Vite. Entry point: <code>src/main.js</code>. Output: <code>build/index.js</code> + <code>build/index.css</code>.
Third-party libraries used in the build: 
* Vue 3 (MIT) — https://github.com/vuejs/core 
* Pinia (MIT) — https://github.com/vuejs/pinia 
* Vue Router (MIT) — https://github.com/vuejs/router 
* vue-draggable-plus (MIT) — https://github.com/Alfred-Skyblue/vue-draggable-plus 
* @vueuse/core (MIT) — https://github.com/vueuse/vueuse 
* @wordpress/i18n (GPL-2.0-or-later) — https://github.com/WordPress/gutenberg

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