Freemium
Brings CRM tools into WordPress for contacts, leads, companies, deals, invoices, products, and client activity in one dashboard.
Table of contents
- TL;DR
- Bit CRM vs Jetpack CRM at a glance
- How each product models the customer relationship
- Pipeline depth versus modular client operations
- Free core and paid expansion
- Pricing and licensing
- WooCommerce and client-facing work
- Which structure fits your business?
- Frequently Asked Questions
- Practical decision notes
Bit CRM and Jetpack CRM are much closer competitors than many WordPress CRM comparisons. Both are self-hosted, both can manage customer records and business activity, and both can support invoicing. The key differences are sales-pipeline depth, client operations, extension strategy, and licensing.
TL;DR
Bit CRM is built around a connected lead-to-deal-to-invoice workflow with companies, pipelines, activities, WooCommerce context, and Pro automation. Jetpack CRM emphasizes contacts, companies, quotes, invoices, transactions, tasks, and a client portal, with many advanced capabilities delivered through paid extensions. Both can run real small-business CRM workflows from WordPress.
Bit CRM vs Jetpack CRM at a glance
| Compare |  Bit CRMStarter $169 one-time for 1 site; lifetime updates and support |  Jetpack CRMFree core; Freelancer $11/month billed yearly; Entrepreneur $17/month billed yearly |
|---|---|---|
| Pricing model | Freemium | Freemium |
| Starting price | Starter $169 one-time for 1 site; lifetime updates and support | Free core; Freelancer $11/month billed yearly; Entrepreneur $17/month billed yearly |
| Free version | Yes | Yes |
| Sites included | 1 site (Starter); 5 (Plus); unlimited (Agency) | 1 site on Freelancer and Entrepreneur bundles |
| Lifetime option | Yes | No |
| Refund policy | 14-day money-back guarantee | 14-day money-back guarantee |
| Setup level | Intermediate | Beginner-friendly |
| WordPress.org rating | 5.0/5 (4) | 4.3/5 (152) |
| Active installs | 200+ | 30K+ |
| Best for | Freelancers, agencies, WooCommerce businesses, and small sales teams that want a self-hosted WordPress CRM from lead through invoice. | Small businesses, freelancers, agencies, service providers, and WooCommerce stores that want a self-hosted CRM inside WordPress. |
| Not ideal for | Teams that specifically want a cloud-hosted enterprise CRM ecosystem for broad marketing, service, and sales operations outside WordPress. | Teams that primarily need enterprise sales forecasting, a standalone cloud CRM, or advanced marketing automation without WordPress maintenance. |
| Tested version | 1.1.0 | 6.8.4 |
| Last reviewed | 2026-09-09 | 2026-09-18 |
How each product models the customer relationship
Bit CRM separates leads, contacts, and companies, then connects those records to deals, stages, line items, tasks, meetings, calls, notes, email, and invoices. That is useful when qualification and pipeline management are central to the business.
Jetpack CRM also handles contacts and companies, but its operational model is broader around quotes, invoices, transactions, tasks, forms, segments, files, and the client portal. It can work well for freelancers and service businesses that want customer administration and billing close to WordPress without building a more elaborate sales process.
Pipeline depth versus modular client operations
Bit CRM gives deals and pipeline stages a central role. The workflow naturally supports opportunity value, stage movement, ownership, follow-up activity, and eventually invoicing.
Jetpack CRM’s free core puts more emphasis on practical client administration. Quotes, invoices, transactions, tasks, forms, and a client portal are part of the main system, while extensions add deeper automation, campaigns, integrations, payment connections, and reporting.
Free core and paid expansion
Both products have meaningful free versions. Bit CRM currently includes leads, contacts, companies, deals, activities, invoicing, email, imports, WooCommerce sync, and other core CRM functions before Pro. Jetpack CRM’s free core includes contacts, companies, quotes, invoices, transactions, tasks, forms, segments, and client portal functionality.
The upgrade paths differ. Bit CRM Pro expands one integrated product with automation, custom fields, client portal, payment links, AI, permissions, recurring invoices, and related features. Jetpack CRM uses a bundle-and-extension model, so specific needs can be added through premium extensions or broader bundles.
Pricing and licensing
Pricing checked September 25, 2026. Bit CRM currently starts at $169 one-time for a one-site lifetime license. Jetpack CRM remains free at the core, while its current Freelancer bundle is listed at $11/month billed yearly and Entrepreneur at $17/month billed yearly for one site.
Jetpack CRM publishes a 14-day money-back guarantee for extension and bundle purchases. Bit CRM also publishes a 14-day money-back guarantee for the original purchase.
WooCommerce and client-facing work
Both can fit WooCommerce-connected businesses. Bit CRM emphasizes customer/order context feeding CRM contacts, deals, tags, line items, and invoices. Jetpack CRM can sync WooCommerce customer and transaction information and pairs that with its client portal and billing-oriented workflow.
Which structure fits your business?
Bit CRM fits businesses that want a more explicit sales pipeline and a direct lead-to-invoice model. Jetpack CRM fits businesses that prioritize client records, quotes, invoices, transactions, tasks, and modular extensions. I would test the exact daily workflow rather than choosing based on the number of features in each list.
Frequently Asked Questions
Are Bit CRM and Jetpack CRM both self-hosted?
Yes. Their core CRM data lives in the WordPress environment rather than in a separate hosted CRM service.
Which one has a stronger deal-pipeline focus?
Bit CRM places leads, deals, visual stages, line items, and sales activities closer to the center of the workflow.
Does Jetpack CRM include a client portal?
Yes. Client portal functionality is part of Jetpack CRM’s core value for service-business and client-management workflows.
Which one has lifetime pricing?
Bit CRM currently offers lifetime licenses. Jetpack CRM currently uses free core plus recurring paid bundles or individual premium extensions.
Practical decision notes
Bit CRM is positioned around freelancers, agencies, WooCommerce businesses, and small sales teams that want a self-hosted WordPress CRM from lead through invoice, while Jetpack CRM is positioned around small businesses, freelancers, agencies, service providers, and WooCommerce stores that want a self-hosted CRM inside WordPress. That difference is more useful than counting features: map the product to the workflow your site actually needs to run every week.
Watch the fit: Bit CRM is less suitable when teams that specifically want a cloud-hosted enterprise CRM ecosystem for broad marketing, service, and sales operations outside WordPress. Jetpack CRM is less suitable when teams that primarily need enterprise sales forecasting, a standalone cloud CRM, or advanced marketing automation without WordPress maintenance. Treat those limits as implementation checks rather than absolute drawbacks.
Before switching or buying: Bit CRM currently lists Starter $169 one-time for 1 site; lifetime updates and support; Jetpack CRM currently lists Free core; Freelancer $11/month billed yearly; Entrepreneur $17/month billed yearly; the setup profiles are Bit CRM: intermediate and Jetpack CRM: beginner-friendly. Recheck the vendor pricing page, then test the actual payment, email, permissions, automation, and data-migration path your production site depends on.
Compare before you choose
Use structured feature, pricing, and editorial research to compare these WordPress plugins side by side.