Plugixa CRM - Contacts, Leads, Deal Pipeline, Email & Help Desk

A CRM for WordPress: accounts, contacts, leads, a deal pipeline, activities, email, support cases and a knowledge base, in a fast React admin.

Links

Screenshots

Dashboard - open pipeline, deals won this month, overdue work and the leads worth calling, arranged in your own tabs	Opportunities - a drag-and-drop board where every stage carries its own probability	An account - its people and their roles, with the stream of notes your team keeps on it
A contact - several addresses and numbers, the companies they belong to, and their notes	Leads - status, source and owner at a glance, ready to convert into an account, contact and deal	Calendar - meetings, calls and tasks on one view
Emails - sent and draft messages, each filed on the contact and account it belongs to	Tasks - priority, due date and owner, each linked to the account it moves forward	Cases - statuses, priorities and types, with a case number that never changes
A case - its account, contact, owner, emails and the notes left while solving it	Knowledge base - articles in a category tree, each internal or public	Help centre - the public articles on a page of your own site, with search
Web forms - each form with its lead source, duplicate check and status	A web form on the site - each submission arrives in the CRM as a new lead	Settings - pipelines with your own stages and the probability of each

What it is

🤝 A working sales and support CRM for WordPress, free and neither time-limited nor feature-locked. Records live in the plugin's own database tables, not in posts and post meta, so lists, filters and the dashboard stay fast as your history grows:

• Accounts and contacts - companies with a parent account and customer, supplier and partner types; people with as many email addresses and phone numbers as they really have, linked with the role each plays
• Leads - capture, qualify, and convert into an account, a contact and an opportunity in one step
• Opportunities - customisable pipelines and stages, a kanban board where every stage carries its own probability, stage history and multiple currencies
• Activities - meetings, calls and tasks on one calendar by month, week or day, with reminders and in-app notifications
• Email - written and sent from any record through WordPress's own mail, with templates and placeholders, and kept on the record
• Support - cases with statuses, priorities, types and a case number that never changes; a knowledge base in a category tree, and a public help centre for the articles you choose to publish
• Web-to-lead forms - as a block or a shortcode, with a duplicate check and double opt-in, plus a REST endpoint for the forms you already have
• Teams and CRM access - choose which WordPress users can open the CRM; everyone reads their team's records and edits their own
• Import and export - CSV import with column mapping, create or update, and undo of a whole run; CSV export from any list, honouring the filter you are looking at; duplicate detection and record merging with an audit log
• Administration - dashboards you arrange on tabs, an App manager that switches off any feature you do not use without deleting its data, tags, attachments, a shared document library and a trash
• On your own site - [plugixa_crm_app] puts the whole CRM on a page for your staff, [plugixa_crm_kb] the public help centre, and [plugixa_crm_lead_form id="1"] a web-to-lead form

Reports, PDF documents, Excel export, campaigns and mass email, inbound email, a customer portal, working hours, roles, webhooks, Google Calendar and Microsoft 365 calendar sync, contact form plugins, Twilio SMS and WooCommerce are part of Plugixa CRM Pro. A full tour is on the documentation - and on the WordPress.org plugin page.

Who is it for?

Sales teams who want accounts, contacts, leads and a deal pipeline inside the WordPress site they already run. Support teams tracking cases and answering questions once in a knowledge base. Site owners who want web forms to create leads. Staff members who use the CRM on the front end of the site without ever opening wp-admin.

Get it

The free plugin itself is hosted on WordPress.org - install it from your dashboard (Plugins → Add New → search "Plugixa CRM") or fetch it directly:

Latest release:  https://downloads.wordpress.org/plugin/plugixa-crm.latest-stable.zip
Install by ZIP:  Plugins → Add New → Upload Plugin → choose the ZIP → Activate
Requires:        WordPress 6.5+, PHP 8.2+

About this repository

This repository is a mirror of the WordPress.org distribution of the free version, updated automatically every hour from SVN:

• the main branch tracks the published trunk/,
• Git tags (1.0.3 → current) match the SVN tags/<version> directories, byte for byte.

Report bugs on the support forum; release notes live on our changelog. The premium version of Plugixa CRM is distributed separately on plugixa.com and is not contained here.

License

GPL-2.0 - see LICENSE. Plugixa CRM is developed by Plugixa.