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

Pressio CRM

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

QuillForms

Mohamed Magdy

<a href="https://quillcrm.io" rel="nofollow ugc">Quill CRM</a> is a comprehensive Customer Relationship Management system built natively for WordPress. Manage your contacts, track deals through customizable pipelines, automate workflows with powerful automations, send email and SMS campaigns, and gain valuable insights – all from within your WordPress dashboard.
<h3>🚀 KEY FEATURES</h3>
Contact Management 
* Centralized contact database with detailed profiles 
* Custom fields for unlimited contact data 
* Automatic contact syncing from WordPress users 
* Contact segmentation with lists and tags 
* Contact notes and activity timeline 
* Advanced contact search and filtering 
* Bulk operations and import/export 
* Contact source tracking 
* Full contact history and activity log 
* Lead Scoring (Coming Soon)
Pipeline & Deal Management 
* Visual pipeline boards for deal tracking 
* Drag-and-drop deal stages 
* Deal value tracking and forecasting 
* Win/loss analysis 
* Multiple pipeline support 
* Customizable deal stages 
* Deal activity tracking 
* Contact association with deals
Email Campaigns 
* Drag-and-drop email builder 
* Beautiful, responsive email templates 
* Standard broadcast campaigns 
* Email sequence automation (Coming Soon) 
* A/B split testing (Coming Soon) 
* Click and open tracking 
* Unsubscribe management 
* Campaign performance analytics 
* Contact engagement scoring 
* Personalization with merge tags
SMS Campaigns 
* Send bulk SMS campaigns 
* Individual SMS messaging to contacts 
* SMS automation support 
* Delivery tracking 
* Reply management 
* SMS templates 
* Contact segmentation for SMS 
* Cost-effective bulk messaging 
* Two way conversations
WhatsApp Campaigns (Coming Soon) 
* WhatsApp message broadcasting 
* Template message support 
* Rich media messaging 
* Automated WhatsApp workflows 
* Two-way conversations
Marketing Automation 
* Visual automation builder 
* Trigger-based workflows 
* Contact tag and list automation 
* Multi-step sequences 
* Action scheduling 
* Conditional logic and branching 
* Support for nested conditions 
* Time delays and wait steps 
* Email and SMS automation actions 
* Webhook triggers 
* Link triggers for campaign engagement
Lists & Tags 
* Unlimited contact lists 
* Dynamic segmentation 
* Tag-based organization 
* Automated list management 
* Bulk operations 
* Import/export capabilities
Analytics & Reporting 
* Comprehensive dashboard with 9+ report types 
* Contact activity tracking 
* Deal pipeline reports 
* Revenue analytics 
* Email campaign performance metrics 
* SMS campaign analytics 
* Custom date ranges 
* Export reports to CSV 
* Visual charts and graphs 
* ROI tracking
Bounce Handler 
* Automatic bounce detection 
* Soft and hard bounce classification 
* Auto-cleanup of invalid emails 
* Bounce statistics and reporting 
* Email list health monitoring
Webhooks 
* Incoming webhook support 
* Outgoing webhook triggers 
* Custom webhook actions 
* Integration with external services 
* Real-time data sync
Link Triggers 
* Track link clicks in campaigns 
* Trigger automations from link clicks 
* Contact segmentation based on clicks 
* Engagement scoring
Cart Management 
* Abandoned cart tracking 
* Cart recovery campaigns 
* Cart value monitoring 
* Purchase behavior analysis
Forms Integration 
* Direct integration with 10+ popular form plugins 
* Automatic contact creation from form submissions 
* Custom field mapping 
* Tag and list assignment on submission 
* Multiple forms support
Import Contacts 
* Import contacts via CSV file 
* Import contacts from WordPress users 
* Import contacts from Woocommerce 
* Import contacts from Fluent CRM 
* Import contacts from ActiveCampaign 
* Import contacts from HubSpot 
* Import contacts from MailerLite 
* Import contacts from Pipedrive 
* Import contacts from GoHighLevel 
* Import contacts from Funnelkit automations
<h3>🔗 INTEGRATIONS</h3>
E-commerce Platforms: 
* WooCommerce – Full e-commerce integration with order sync, revenue tracking, and customer analytics 
* LearnDash – LMS integration for course enrollment tracking
Form Plugins (10+ Integrations): 
* Quill Forms – Conversational form builder 
* Contact Form 7 – Popular contact form plugin 
* Elementor Forms – Page builder forms 
* Fluent Forms – Advanced form builder 
* Formidable Forms – Professional forms 
* Forminator Forms – Free form builder 
* Gravity Forms – Premium form solution 
* MetForm – Elementor form builder 
* Ninja Forms – Flexible form builder 
* WPForms – Beginner-friendly forms
Other Integrations: 
* WordPress Users – Automatic user synchronization 
* Third-Party Services – Via webhooks and API
<h3>🎯 WHO IS QUILL CRM FOR?</h3>
Any business or organization that manages customer relationships!
Whether you’re a solopreneur with 100 contacts or an enterprise with 100,000+ contacts, Quill CRM scales to meet your needs.
By Business Size: 
* Solopreneurs & Freelancers – Track clients and projects in one place 
* Small Businesses (1-50 employees) – Manage customer relationships without expensive software 
* Medium Businesses (50-500 employees) – Scale operations with advanced automation 
* Enterprise Organizations (500+ employees) – Handle high-volume campaigns and complex workflows
By Industry: 
* E-commerce & Online Stores – Leverage WooCommerce data for personalized marketing and cart recovery 
* Digital Marketing Agencies – Manage multiple clients, campaigns, and report on ROI 
* SaaS & Software Companies – Lead nurturing, customer onboarding, and churn reduction 
* Professional Services & Consultants – Track proposals, deals, and client communications 
* Course Creators & Educators – Manage students with LearnDash integration and engagement tracking 
* Non-Profits & Associations – Donor management, member databases, and automated thank-you messages 
* Real Estate Professionals – Property lead tracking, buyer/seller nurturing, and listing updates 
* Healthcare & Wellness Providers – Patient/client management, appointment reminders, and follow-ups 
* Coaches & Trainers – Client progress tracking and program communication automation 
* Event Organizers – Attendee management, registrations, and event communications 
* Marketing Teams – Multi-channel campaigns across any industry
By Use Case: 
* Lead generation and nurturing 
* Sales pipeline management 
* Multi-channel marketing automation (Email, SMS, WhatsApp) 
* Customer segmentation and targeting 
* E-commerce order tracking and abandoned cart recovery 
* Form submission management and lead capture 
* Customer lifecycle automation 
* Post-purchase follow-ups and upsells 
* Event and webinar management 
* Membership and subscription management 
* Donor and fundraising management 
* Student and course engagement tracking
No Contact Limits. No Per-Contact Pricing. Scales With Your Growth.
<h3>🌟 WHY CHOOSE QUILL CRM?</h3>
<ul>
<li>Native WordPress – Built specifically for WordPress, not a wrapper or iframe</li>
<li>All-in-One Platform – Email, SMS, WhatsApp campaigns in one solution</li>
<li>No Monthly Fees – One-time purchase, no recurring subscription costs</li>
<li>Unlimited Contacts – No artificial limits or tiered per-contact pricing</li>
<li>12+ Integrations – Works seamlessly with popular WordPress plugins you already use</li>
<li>Self-Hosted – Your data stays on your server, complete control and privacy</li>
<li>Scalable Architecture – Efficiently handles 100 to 100,000+ contacts</li>
<li>Visual Automation Builder – No coding required for complex workflows</li>
<li>Developer Friendly – Extensive hooks, filters, and REST API</li>
<li>Regular Updates – Active development with continuous improvements</li>
<li>Comprehensive Documentation – 70+ detailed guides and tutorials</li>
<li>Performance Optimized – Fast database queries, minimal server impact</li>
<li>Multi-Channel – Email, SMS, and WhatsApp from one unified platform</li>
<li>Cost-Effective – Enterprise features without enterprise pricing</li>
<li>GDPR Compliant – Privacy-focused design with data control</li>
<li>Great Support – Active development and support team</li>
</ul>
<h3>🥊 QUILL CRM VS. COMPETITORS</h3>
<a href="https://quillcrm.io/compare/vs-fluentcrm/" rel="nofollow ugc">Compare Quill CRM with FluentCRM</a>
Perfect For Businesses That Are: 
* Outgrowing spreadsheets and need professional CRM 
* Running WordPress and want native integration 
* Tired of expensive monthly CRM subscription fees 
* Managing WooCommerce stores and need better customer insights 
* Digital agencies handling multiple client relationships 
* Looking for unlimited contacts without price jumps
No artificial contact limits! Quill CRM’s optimized architecture handles databases of any size efficiently.
<h3>📚 DOCUMENTATION</h3>
Comprehensive documentation with 70+ articles is available at <a href="https://quillcrm.io/docs" rel="nofollow ugc">quillcrm.io/docs</a>
<h3>Privacy Policy</h3>
Quill CRM stores contact information in your WordPress database. We do not collect, transmit, or store any data externally. All data remains on your server. The plugin is designed to be GDPR compliant, allowing you to:
<ul>
<li>Export contact data</li>
<li>Delete contact data</li>
<li>Manage consent</li>
<li>Handle unsubscribe requests</li>
<li>Process data deletion requests</li>
</ul>
<h3>Credits</h3>
Quill CRM is developed and maintained by the Quill Forms team.
<ul>
<li>Website: <a href="https://quillcrm.io" rel="nofollow ugc">quillcrm.io</a></li>
<li>Documentation: <a href="https://quillcrm.io/docs" rel="nofollow ugc">quillcrm.io/docs</a></li>
</ul>
Our Other Products: 
* Quill Forms: <a href="https://quillforms.com" rel="nofollow ugc">quillforms.com</a> – Advanced WordPress form builder 
* Quill Booking: <a href="https://quillbooking.com" rel="nofollow ugc">quillbooking.com</a> – WordPress booking system
<h3>Support</h3>
<ul>
<li>Documentation: <a href="https://quillcrm.io/docs" rel="nofollow ugc">quillcrm.io/docs</a> – 70+ detailed articles</li>
<li>Support Forum: <a href="https://wordpress.org/support/plugin/quillcrm/" rel="ugc">WordPress.org Forums</a></li>
<li>Website: <a href="https://quillcrm.io" rel="nofollow ugc">quillcrm.io</a></li>
<li>Video Tutorials: Coming soon</li>
<li>Affiliate Program: <a href="https://quillcrm.io/affiliate-program" rel="nofollow ugc">quillcrm.io/affiliate-program</a></li>
</ul>
<h3>Contribute</h3>
We welcome contributions! Visit our GitHub repository to: 
* Report bugs 
* Suggest features 
* Submit pull requests 
* Translate the plugin
<h3>Languages</h3>
Quill CRM is translation-ready and includes: 
* English (default) 
* More translations coming soon!
Help us translate Quill CRM into your language!

Quill CRM – Complete Customer Relationship Management for WordPress

A powerful, native WordPress CRM with pipelines, contact management, email & SMS campaigns, automations, and seamless integrations with 12+ popula …

Pressio CRM vs Quill CRM – Complete Customer Relationship Management for WordPress