Title: Bit CRM: Leads, Contacts, Deals & Invoices Author: Bit Apps Published: August 11, 2026 Last modified: August 11, 2026 --- Search plugins ![](https://s.w.org/plugins/geopattern-icon/bit-crm-sales-marketing-automation.svg) # Bit CRM: Leads, Contacts, Deals & Invoices By [Bit Apps](https://profiles.wordpress.org/bitpressadmin/) [Download](https://downloads.wordpress.org/plugin/bit-crm-sales-marketing-automation.1.0.6.zip) * [Details](https://wordpress.org/plugins/bit-crm-sales-marketing-automation/#description) * [Reviews](https://wordpress.org/plugins/bit-crm-sales-marketing-automation/#reviews) * [Installation](https://wordpress.org/plugins/bit-crm-sales-marketing-automation/#installation) * [Development](https://wordpress.org/plugins/bit-crm-sales-marketing-automation/#developers) [Support](https://wordpress.org/support/plugin/bit-crm-sales-marketing-automation/) ## Description **Bit CRM is a complete WordPress CRM plugin** that brings contact management, lead tracking, a visual sales pipeline, email, and invoicing together in one place. As a result, you can manage your customers and grow your business without ever leaving your WordPress dashboard. Whether you run a small business, an agency, a WooCommerce store, or a freelance practice, Bit CRM gives you the core CRM tools you need. First, capture leads and turn them into contacts. Then, move deals through your sales pipeline. Finally, bill your customers with professional invoices — all in the same WordPress dashboard. Because the CRM runs inside WordPress, your core CRM records remain in your site’s database and you do not need a separate CRM login. #### Why choose Bit CRM for WordPress? * **All-in-one CRM** — Contacts, leads, companies, deals, and invoices work together in one plugin. * **Self-hosted and private** — Your CRM data stays in your own WordPress database. * **Built for sales** — A visual pipeline, deals, and invoicing help you close and bill faster. * **WooCommerce ready** — Connect your store customers, orders, and products. * **Easy to start** — Import your existing data from CSV and begin in minutes. #### Main features * **Lead management** — Capture leads, track them, and convert them into contacts and deals. * **Contact management** — Store and organize customer records with tags, notes, attachments, and related activities. * **Company management** — Group contacts under the companies they belong to for B2B relationship management. * **Sales pipeline & deals** — Move deals across customizable pipeline stages, and itemize each deal with line items to track its value. * **Invoicing** — Create professional invoices with line items, terms, and statuses, then download them as PDF or email them to customers. * **Line items & products** — Build deals and invoices from line items. Add custom products manually or insert WooCommerce products, each with its own quantity, discount, and tax. * **Currency** — Set a home currency and bill deals and invoices in the currency you need. * **Email & mailbox (IMAP/SMTP)** — Send emails to your contacts and connect your IMAP mailbox to keep conversations in sync. * **Tasks & activities** — Log calls, meetings, and tasks, set follow-ups, and track upcoming activities. * **Notes & attachments** — Add notes and attach files to any contact, lead, deal, or company. * **Tags** — Tag and segment records across every module for fast filtering and targeted follow-up. * **Activity log & history** — Keep an audit trail of changes across your CRM records. * **WooCommerce integration** — Sync your existing WooCommerce customers and order history, and add WooCommerce products as line items on deals and invoices. * **CSV import** — Bring your existing contacts, leads, companies, and deals into the CRM from a CSV file. * **Recycle bin** — Restore deleted records, or empty the trash when you are ready. * **Dashboard** — Get an at-a-glance overview of your CRM activity. #### Contact, lead, and company management Bit CRM gives you a structured way to store every customer relationship. First, add contacts and companies and capture incoming leads. Then, keep each record rich with tags, notes, file attachments, and a full history of activities. Finally, convert qualified leads into contacts and deals in a couple of clicks, so nothing falls through the cracks. #### Visual sales pipeline Track every opportunity with deals organized into pipeline stages you control. You can create, reorder, and archive stages to match the way your team actually sells, and then move deals forward as they progress. Moreover, you can link deals to contacts and companies for complete context, and itemize each deal with line items — custom products or WooCommerce products, each with quantity, discount, and tax — so the deal value always stays accurate. #### Professional invoicing Create invoices from line items — either enter custom products manually or pull in WooCommerce products, each with its own quantity, discount, and tax. After that, set payment terms, apply the currency you need, and track each invoice through draft, sent, paid, and overdue statuses. When you are ready, download invoices as polished PDF documents and email them to your customers directly from WordPress. #### Email and mailbox integration Send emails to your contacts from inside the CRM, configure SMTP for reliable delivery, and connect an IMAP mailbox to fetch and keep your customer conversations in sync— all without switching tools. #### Source code Bit CRM source code is available on [GitHub](https://github.com/bit-Apps-Pro/bit-crm-sales-marketing-automation). ### Initial setup and first steps 1. On first launch, Bit CRM opens a setup wizard. Enter your business name and email, or use Skip to add them later. 2. The next step offers Bit Form, Bit SMTP, and Bit Integrations as optional companion plugins. They are selected by default; deselect any plugin you do not want installed. 3. Click Let’s get started to finish onboarding and open the Bit CRM dashboard. 4. Go to Settings => Currencies and review your home currency before creating financial records. 5. Use Settings to configure your business details, deal stages, entity fields, invoice preferences, email, and available integrations. 6. Open Leads, Contacts, Companies, or Deals from the Bit CRM navigation and use the add button to create your first record. You can also use the Import option on supported modules to upload existing CSV data. All core CRM features work inside WordPress. Optional integrations only need configuration when you choose to use them. ### External Services #### Google Fonts Bit CRM admin pages load the “Outfit” font from [Google Fonts](https://fonts.google.com/)( fonts.googleapis.com and fonts.gstatic.com), sending the administrator’s IP address, user-agent, and request data, but no CRM records. See Google’s [Terms](https://policies.google.com/terms) and [Privacy Policy](https://policies.google.com/privacy). #### Email and IMAP providers An administrator can connect [Gmail](https://mail.google.com/) (imap.gmail.com), [Zoho Mail](https://www.zoho.com/mail/) (imappro.zoho.com), or a custom IMAP server. On email history or sync, Bit CRM sends the saved mailbox username, app password, connection settings, and IMAP commands to that provider and retrieves matching message data. Gmail is governed by Google’s [Terms](https://policies.google.com/terms) and [Privacy Policy](https://policies.google.com/privacy); Zoho by its [Terms](https://www.zoho.com/terms.html) and [Privacy Policy](https://www.zoho.com/privacy.html); a custom server by its provider’s policies. When a user sends an email or invoice, Bit CRM passes its recipient, subject, body, headers, and attachments to WordPress’s `wp_mail`, which uses the site owner’s configured mail service and the recipient’s mail server. Those providers’ terms and privacy policies apply; Bit CRM does not select a mail provider. ## Installation 1. From the WordPress Admin Panel, go to Plugins => Add New. 2. Search for “Bit CRM”, or click Upload Plugin to upload the plugin zip file. 3. Click Install Now, then Activate. 4. Open the Bit CRM menu in your WordPress dashboard. ## FAQ ### Is Bit CRM a complete CRM for WordPress? Yes. Bit CRM lets you manage contacts, leads, companies, deals, and invoices from a single dashboard, so you can run your whole customer relationship workflow inside WordPress. ### Can I manage a sales pipeline with Bit CRM? Yes. Bit CRM lets you create deals and move them through customizable pipeline stages, so you can track every opportunity from first contact to closed deal. ### Can I create and send invoices? Yes. You can build invoices with line items and terms, track their status, download them as PDF, and email them to your customers directly from WordPress. ### Does Bit CRM work with WooCommerce? Yes. Bit CRM can sync your WooCommerce customers and order history, and it lets you add WooCommerce products to deals and invoices. ### Can I add products to deals and invoices? Yes. You can add line items to both deals and invoices — either enter custom products manually or insert WooCommerce products, with quantity, discount, and tax for each item. ### Can I import my existing contacts? Yes. Use the built-in Import tool to bring contacts, leads, companies, and deals into the CRM from a CSV file. ### Can I connect my email to Bit CRM? Yes. You can send emails to contacts from the CRM, set up SMTP for reliable delivery, and connect an IMAP mailbox to keep conversations in sync. ### Will I lose data if I delete a record by mistake? No. Deleted records go to the recycle bin, where you can restore them or permanently remove them when you choose. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Bit CRM: Leads, Contacts, Deals & Invoices” is open source software. The following people have contributed to this plugin. Contributors * [ Bit Apps ](https://profiles.wordpress.org/bitpressadmin/) [Translate “Bit CRM: Leads, Contacts, Deals & Invoices” into your language.](https://translate.wordpress.org/projects/wp-plugins/bit-crm-sales-marketing-automation) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/bit-crm-sales-marketing-automation/), check out the [SVN repository](https://plugins.svn.wordpress.org/bit-crm-sales-marketing-automation/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/bit-crm-sales-marketing-automation/) by [RSS](https://plugins.trac.wordpress.org/log/bit-crm-sales-marketing-automation/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### v1.0.5 (August 10, 2026) * Features: - Translations: The plugin is now fully translatable and ships with Arabic, German, Spanish, and Brazilian Portuguese. - Right-to-left languages: The whole CRM interface now mirrors for RTL locales, while directionally neutral text still reads left-to-right. * Improvements: - Lists: Leads and other module list views load faster, needing fewer requests. - Filters: Tag filters load their options when opened instead of on every page load. - Fields: Changing a module’s field settings now refreshes its list table right away. #### v1.0.4 (August 6, 2026) * Features: - External API: Added endpoints for trashing records, bulk tag attach and detach, tags, notes, activities (tasks, meetings, calls), activity logs, and invoices including share links. * Improvements: - Loading screens: Pages now show far fewer loading screens and settle into their content faster. * Security: - Permissions: Added the missing capability checks on settings and WooCommerce sync. - IMAP: Private mail accounts can no longer be edited by other users. * Fixed: - Lists & Filters: Sorting and advanced filtering on Leads, Contacts, Companies, and Deals now ignore unknown columns instead of breaking the list. - Tags: Attaching or detaching a tag now checks that the record still exists. - Contacts: Contacts with an invalid stored date no longer break the contact page. #### 1.0.0 * Initial release. ## Meta * Version **1.0.6** * Last updated **7 hours ago** * Active installations **Fewer than 10** * WordPress version ** 5.8 or higher ** * Tested up to **7.0.3** * PHP version ** 8.2 or higher ** * Tags * [contacts](https://wordpress.org/plugins/tags/contacts/)[crm](https://wordpress.org/plugins/tags/crm/) [invoice](https://wordpress.org/plugins/tags/invoice/)[leads](https://wordpress.org/plugins/tags/leads/) [sales pipeline](https://wordpress.org/plugins/tags/sales-pipeline/) * [Advanced View](https://wordpress.org/plugins/bit-crm-sales-marketing-automation/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/bit-crm-sales-marketing-automation/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/bit-crm-sales-marketing-automation/reviews/) ## Contributors * [ Bit Apps ](https://profiles.wordpress.org/bitpressadmin/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/bit-crm-sales-marketing-automation/)