Bit CRM

Quick take

Bit CRM is a strong fit when you want the sales process to stay inside WordPress instead of sending every lead, deal, invoice, and customer record to a separate CRM service. The free version already covers the core sales workflow: leads, contacts, companies, deals, pipeline stages, invoicing, activities, email, imports, and WooCommerce sync.

Best fit: Bit CRM makes the most sense for freelancers, agencies, WooCommerce businesses, and small sales teams that want a self-hosted WordPress CRM from lead through invoice. A different tool will usually make more sense for teams that specifically want a cloud-hosted enterprise CRM ecosystem for broad marketing, service, and sales operations outside WordPress.

I would look elsewhere if you specifically want a mature cloud CRM ecosystem with broad marketing, service, and enterprise operations around the sales database. Bit CRM is deliberately WordPress-native and self-hosted. That is an advantage for teams that want control and a simpler WordPress-centered stack, but it also means your hosting remains part of the CRM infrastructure.

The sales workflow Bit CRM is trying to keep together

A small WordPress business can easily end up with leads in a form plugin, buyers in WooCommerce, notes in email, deals in a spreadsheet, and invoices somewhere else. The problem is not collecting the data. It is keeping the relationship between those records clear as the customer moves from enquiry to sale.

Bit CRM organizes that path around connected records. A lead can be qualified and converted into a contact and company, a deal can move through a visual pipeline, products can become line items, and a won deal can continue into an invoice. Tasks, calls, meetings, notes, attachments, links, and email stay attached to the customer record.

How Bit CRM works in practice

A practical workflow could start with a website lead from Bit Form or a WooCommerce buyer. The sales team qualifies the lead, creates a deal, moves it through custom pipeline stages, adds line items, follows up through activities and email, then creates and sends an invoice when the deal is ready to close.

WooCommerce can keep customer and order data connected to CRM contacts, automatically tag contacts by product or coupon, and make store products available as deal or invoice line items. That makes the CRM particularly relevant when WordPress is already the operating system for the business, not just the marketing website.

Features that matter for sales management

Leads, contacts, companies, and connected records

Bit CRM separates leads from established contacts and companies, which is useful when qualification is part of the sales process. Tags, advanced filters, CSV import, notes, attachments, links, and record-level activities provide the working context around each person or business.

Visual deal pipeline and line items

Deals can be managed in a table or Kanban-style pipeline with stages you define. The pipeline shows deal count and value by stage, while line items let sales teams price the opportunity before it becomes an invoice.

Invoicing inside the CRM

The free core can create invoices with line items, quantity, discounts, taxes, terms, due dates, PDF output, and email delivery. Online payment links, recurring invoices, and the CRM-native product catalog are Pro features.

Email and everyday sales activity

The CRM includes tasks, meetings, calls, notes, and email tools. SMTP can handle outgoing delivery, while Gmail, Zoho, or a custom IMAP mailbox can be connected so customer conversations sync back to the record. Version 1.1.0 also expanded email handling with Cc, Bcc, and reply support.

WooCommerce and WordPress ecosystem connections

WooCommerce customer and order sync is built into the core plugin. Bit CRM also lists FluentCart, SureCart, LearnDash, and Tutor LMS customer sync, while Bit Form can feed leads into the CRM. For broader automation, Bit Flows and Bit Integrations can use Bit CRM as a trigger or action.

Pro automation, client portal, AI, and MCP

Pro adds a visual workflow builder with record, tag, and deal-stage triggers plus branching, delays, webhooks, and logs. It also adds a white-label client portal, recurring invoices, calendar views, payment links, custom fields, team permissions, multi-currency, activity history, and an MCP server for approved AI-client access.

The Pro AI assistant can read and update CRM records through a chat interface using your own Claude, OpenAI, or Gemini API key. I would treat that as an optional productivity layer, not a reason to choose the CRM by itself. The underlying pipeline, data model, invoicing, and workflow fit still matter more.

Bit CRM Free vs Pro

The free version covers more of the actual CRM workflow than many freemium products. There are currently no software-level caps on records or users. Leads, contacts, companies, deals, invoices, tasks, meetings, calls, notes, email, tags, advanced filters, CSV import, external API access, and WooCommerce sync are included.

Pro is for teams that need operations around those records: workflow automation, a client portal, AI assistance, recurring billing, online invoice payments, custom fields, team access controls, multi-currency, activity history, CSV export, and MCP access.

Bit CRM vs HubSpot for WordPress users

The important difference is where the CRM actually lives. HubSpot connects WordPress to HubSpot’s external CRM and marketing platform. Bit CRM keeps the CRM data and day-to-day sales interface inside WordPress.

I would lean toward Bit CRM when WordPress ownership, WooCommerce context, self-hosted records, and a direct lead-to-invoice workflow matter most. I would lean toward HubSpot when the business already depends on HubSpot’s broader cloud platform and wants WordPress to feed into that existing system.

Where the trade-offs show up

Self-hosting changes the responsibility model. Bit CRM does not impose record or user caps, but the official plugin information is clear that your hosting still limits database size and available resources. A growing CRM database therefore needs the same maintenance discipline as the rest of a business-critical WordPress site.

The free and Pro boundary is also important. Core sales management and invoicing are free, but teams that need custom fields, granular team access, workflow automation, a client portal, recurring invoices, payment links, or multi-currency will need Pro.

Bit CRM is also a newer product than long-established CRM platforms. I would evaluate it mainly on whether its current modules match the workflow you need today rather than buying around roadmap items.

Bit CRM pricing

Pricing checked September 9, 2026. Bit CRM has a free version on WordPress.org. The current paid pricing page lists lifetime plans rather than annual subscriptions: Starter is $169 one-time for 1 site, Plus is $289 one-time for 5 sites, and Agency is $359 one-time for unlimited sites.

The three paid plans currently include the same Pro feature set and differ by site allowance. They also list lifetime updates and support.

PluginSuggest verdict

Bit CRM is most convincing when the business already runs important parts of sales or commerce through WordPress and wants customer records, deals, activities, and invoices to stay close to that environment. The free core is substantial enough to run a real sales pipeline without immediately paying for record volume or user seats.

I would shortlist it for agencies, freelancers, WooCommerce businesses, and small sales teams that prefer a self-hosted CRM. I would choose a cloud CRM instead when the broader external platform is more important than keeping the sales system inside WordPress.

Bit CRM FAQs