Title: Plugixa CRM – Contacts, Leads, Deal Pipeline, Email & Help Desk Author: Plugixa Published: November 11, 2026 Last modified: November 11, 2026 --- Search plugins ![](https://ps.w.org/plugixa-crm/assets/banner-772x250.png?rev=3796716) ![](https://ps.w.org/plugixa-crm/assets/icon-256x256.png?rev=3796716) # Plugixa CRM – Contacts, Leads, Deal Pipeline, Email & Help Desk By [Plugixa](https://profiles.wordpress.org/zakaria04/) [Download](https://downloads.wordpress.org/plugin/plugixa-crm.1.0.3.zip) * [Details](https://wordpress.org/plugins/plugixa-crm/#description) * [Reviews](https://wordpress.org/plugins/plugixa-crm/#reviews) * [Installation](https://wordpress.org/plugins/plugixa-crm/#installation) * [Development](https://wordpress.org/plugins/plugixa-crm/#developers) [Support](https://wordpress.org/support/plugin/plugixa-crm/) ## Description 🤝 Turn WordPress into a working sales and support CRM with **Plugixa CRM** – accounts, contacts and leads, deals on a drag-and-drop pipeline, meetings, calls and tasks on one calendar, email filed on the customer, support cases and a public help centre. 📚 Read the [**Documentation**](https://www.plugixa.com/documentation/plugixa-crm) 🌐 Visit the official website [**Plugixa**](https://www.plugixa.com/) ✉️ Questions or support requests: [**Contact us**](https://www.plugixa.com/contact) 💬 Ask on the [**Support Forum**](https://wordpress.org/support/plugin/plugixa-crm/) 🚀 [**Upgrade to Pro**](https://www.plugixa.com/plugins/plugixa-crm#pricing) Run your CRM in **3 simple steps**: 1. Bring your customers in – add accounts and contacts by hand, import a CSV, or let a web form create leads 2. Work the pipeline – drag deals from stage to stage, and book the meetings, calls and tasks that move them 3. Look after them – send email from the record, track support cases, and answer questions once in the knowledge base 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. ### A CRM That Behaves Like a CRM ✅ **Pipeline** – a kanban board where every stage carries its own probability ✅ **Customers** – accounts and contacts, linked with the role each person plays ✅ **Activities** – meetings, calls and tasks on one calendar ✅ **Email** – written and sent from any record, and kept on it ✅ **Support** – cases, a knowledge base and a public help centre #### Key Features of Plugixa CRM **Records** * Accounts: companies, with a parent account and customer, supplier and partner types * Contacts: people, with as many email addresses and phone numbers as they really have, one of each primary * Leads: capture, qualify, and convert into an account, a contact and an opportunity in one step * Opportunities: customisable pipelines and stages, a kanban board and stage history * Multiple currencies: price each deal in its own currency and see every total in yours **Working the day** * Meetings, calls and tasks, with a calendar by month, week or day * Email: write and send from any record, with templates and placeholders, through WordPress’s own mail * A stream on every record: what changed, and what your team wrote about it * Follow a record, @mention a colleague, and get told in the notification bell * Reminders and in-app notifications **Support** * Cases: a support queue with statuses, priorities, types and a case number that never changes * Knowledge base: articles in a category tree, linked to the cases they answer * A public help centre for the articles you choose to publish **Capturing leads** * Web-to-lead forms, as a block or a shortcode, with a duplicate check and double opt-in * A REST endpoint for the forms you already have **Organising the team** * Teams: everyone reads their team’s records and edits their own * CRM access: choose which WordPress users can open the CRM at all **Getting data in and out** * CSV import: map your columns, create or update, and undo the whole run if it goes wrong * CSV export from any list, honouring the filter you are looking at * Duplicate detection and record merging, with an audit log * GDPR export and erasure through WordPress’s own privacy tools **Administration** * Fast, Material UI-based admin application, with a search box that finds records and screens alike (press “/”) * Dashboards you arrange on tabs, with headline figures that show their trend over thirty days * An App manager: switch off any feature you do not use, without deleting its data * Tags, attachments on records and a shared document library * Trash: deleting a record is reversible * Translation-ready #### Plugixa CRM Pro Features **Selling** * Reports you build yourself, with charts and a weighted pipeline forecast * PDF documents from your own templates, such as quotes and proposals * Excel (XLSX) export * Dashboard templates to give the whole team the same starting dashboard **Marketing** * Campaigns, target lists and mass email, sent in batches, with an unsubscribe that cannot be removed **Support** * Inbound email: point it at a mailbox and messages become cases, with replies threaded onto them * A customer portal where your customers follow their own cases, as a block or a shortcode * Working hours and holidays, with free/busy that answers with the time someone can really be booked **Access** * Roles: all, team, own or none, per entity and per action, with field-level rules and per-record sharing **Connecting** * Webhooks * Google Calendar and Microsoft 365 calendar sync * Contact form plugins, Twilio SMS and WooCommerce [Upgrade to Plugixa CRM Pro](https://www.plugixa.com/plugins/plugixa-crm#pricing) #### 📊 Deals on a Board, Stages That Mean Something Every stage carries its own probability, and every move between stages is recorded. Drag a card from Qualification to Closed Won and the open pipeline on the dashboard follows it; the stage history then tells you where your deals slow down. #### 🗂️ Its Own Tables, Not Posts Accounts, contacts, deals, activities and cases are relational data, so they live in tables of their own, created on activation. Your posts table stays yours, and the lists and figures stay fast whether you have a hundred customers or a hundred thousand. #### ✉️ Email Filed on the Customer Messages are written and sent from the record they are about, through WordPress’s own mail – so any SMTP plugin you already use applies. Each one stays on the contact and the account, so the history of a customer is never in one person’s inbox. #### 🛟 Support Without a Second Tool Cases with a status, a priority, a type and a stable number your customers can quote back to you. Write the answer once in the knowledge base, link it to the cases it answers, and publish the articles you choose in a help centre on your own site. #### 🖥️ On Your Own Site, in Your Own Theme The whole CRM can run on a page of your site for your staff, and the help centre and lead forms sit inside your theme. Each loads its CSS and JavaScript only on the pages where you place it; every other page on your site loads none of it. #### 🔐 Privacy The plugin stores what a CRM has to store, in your own database, and sends no record data anywhere. Attached files are kept in a protected folder rather than the media library, and the plugin checks on activation that your web server really keeps that folder private. ### 👨‍💻 Author [**Plugixa CRM**](https://www.plugixa.com/plugins/plugixa-crm) is developed by [**Plugixa**](https://www.plugixa.com/), building focused, well-documented WordPress plugins with an emphasis on performance, clean code and correct data. #### Shortcode Usage The whole CRM on a page of your site, for your staff: [plugixa_crm_app] The public help centre: [plugixa_crm_kb] A web-to-lead form: [plugixa_crm_lead_form id=”1″] ### External services The plugin includes the Freemius SDK, described first below. Every other connection is one **you** switch on or set up, and no CRM record data is ever sent to Plugixa or to Freemius. The plugin also requests one test file from your own site’s address, to check that the attachments folder is not publicly readable; that request goes to your own site and nowhere else. The plugin is published by Plugixa. Our policies are here: Terms of Service: https:// www.plugixa.com/terms-of-service Privacy Policy: https://www.plugixa.com/privacy- policy #### Freemius (an optional opt-in, and account management) What it is: Freemius, Inc. provides the opt-in screen shown on activation and the plugin’s account page. What is sent and when: on activation you are shown an opt-in screen. If you skip it, no identifiable data is sent. If you opt in, the data that screen lists is sent to `api.freemius.com`: your WordPress user’s name and email address; your site’s address and title, WordPress and PHP versions and language; the plugin’s version and whether it is active or uninstalled; and, unless you switch it off on that screen, the names and versions of your installed plugins and themes. On the plugin’s Upgrade page only: opening it loads Freemius’s pricing and checkout from `checkout.freemius.com`, and Freemius’s page also loads Google Analytics (` www.google-analytics.com`). Both receive your browser’s IP address and the fact that the page was opened. Nothing is loaded from either unless you open that page. Freemius Terms of Service: https://freemius.com/terms/ Freemius Privacy Policy: https://freemius.com/privacy/ Google Terms of Service: https://policies.google.com/ terms Google Privacy Policy: https://policies.google.com/privacy #### European Central Bank (currency rates, off until you switch it on) What it is: switched on under Plugixa CRM > Settings > Currency rates, with “Update automatically from the European Central Bank”. While it is off the plugin never contacts the ECB; you type in the rates yourself instead. What it connects to: `www.ecb.europa.eu`, to download the ECB’s public euro foreign exchange reference rates (`/stats/eurofxref/eurofxref-daily.xml`). No account or key is involved. When: once a day on WP-Cron, after the ECB publishes its rates in the afternoon ( Frankfurt time), and immediately when you switch it on or press Update now. What is sent: an ordinary HTTPS request for that one public file. Like any web request it carries your server’s IP address and a User-Agent naming the plugin and its version.** No site data and no customer or record data is sent.** What is received: the day’s reference rates, which are stored as the CRM’s currency rates. Legal notice: https://www.ecb.europa.eu/services/disclaimer/html/index.en.html Privacy statements: https://www.ecb.europa.eu/services/data-protection/privacy-statements/ html/index.en.html ### Source Code The complete human-readable source for the compiled JavaScript and CSS ships inside this plugin, with pinned dependencies (package.json + package-lock.json): * Admin app: assets/backend/app/ (React 19, Material UI 9, TanStack Query 5, React Router 6, React Hook Form, Recharts; TypeScript 5, Vite 8), built to assets/backend/ build/ * Public app: assets/frontend/app/ (React 19, Material UI 9, Emotion; TypeScript 5, Vite 8), built to assets/frontend/build/ Build with Node.js 20+: in each of those directories run `npm install` then `npm run build`. Both builds run `tsc --noEmit` before Vite, so they type-check as well as compile. They are separate projects on purpose. The admin app carries the data grid, the scheduler and the charting library and comes to about 1.5 MB; the public app has none of them, so a page carrying a contact form downloads about 135 KB gzipped rather than the CRM. Some front-end assets are not compiled at all: assets/frontend/*.css and the small plain-JavaScript files beside them, plus the Gutenberg block that places the lead form (assets/frontend/block/), which is written against WordPress’s own editor APIs with no build step. The `[plugixa_crm_app]` shortcode mounts the compiled ADMIN app, because it is the admin app on a different page. It loads nothing at all for a visitor who does not hold the CRM capability. Bundled PHP libraries, all shipped as readable source under vendor/: * Freemius WordPress SDK (GPL-3.0-only): the opt-in and account screens described under External services. * psr/container (MIT): the service container interface. ## Screenshots [⌊Dashboard - open pipeline, deals won this month, overdue work and the leads worth calling, arranged in your own tabs⌉⌊Dashboard - open pipeline, deals won this month, overdue work and the leads worth calling, arranged in your own tabs⌉[ 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⌉⌊ Opportunities - a drag-and-drop board where every stage carries its own probability⌉[ 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⌉⌊An account - its people and their roles, with the stream of notes your team keeps on it⌉[ 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⌉⌊A contact - several addresses and numbers, the companies they belong to, and their notes⌉[ 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⌉⌊Leads - status, source and owner at a glance, ready to convert into an account, contact and deal⌉[ 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⌉⌊Calendar - meetings, calls and tasks on one view⌉[ Calendar – meetings, calls and tasks on one view [⌊Emails - sent and draft messages, each filed on the contact and account it belongs to⌉⌊Emails - sent and draft messages, each filed on the contact and account it belongs to⌉[ 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⌉⌊ Tasks - priority, due date and owner, each linked to the account it moves forward⌉[ 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⌉⌊ Cases - statuses, priorities and types, with a case number that never changes⌉[ 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⌉⌊A case - its account, contact, owner, emails and the notes left while solving it⌉[ 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⌉⌊Knowledge base - articles in a category tree, each internal or public⌉[ 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⌉⌊Help centre - the public articles on a page of your own site, with search⌉[ 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⌉⌊Web forms- each form with its lead source, duplicate check and status⌉[ 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⌉⌊A web form on the site - each submission arrives in the CRM as a new lead⌉[ 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⌉⌊Settings- pipelines with your own stages and the probability of each⌉[ Settings – pipelines with your own stages and the probability of each ## Blocks This plugin provides 1 block. * CRM lead form Show one of your CRM's web-to-lead forms. Submissions arrive as leads. ## Installation #### MINIMUM REQUIREMENTS * WordPress 6.5 or greater * PHP version 8.2 or greater #### AUTOMATIC INSTALLATION (EASIEST WAY) 1. In your WordPress admin, go to Plugins > Add New 2. Search for “Plugixa CRM” 3. Click Install Now, then Activate 4. Open “Plugixa CRM” in the admin menu. Add an account, a contact and your first deal #### MANUAL INSTALLATION 1. Download the plugin ZIP 2. Go to Plugins > Add New > Upload Plugin, choose the ZIP and click Install Now ( or upload the `plugixa-crm` folder to `/wp-content/plugins/` over FTP) 3. Activate the plugin through the Plugins menu. The database tables are created on activation 4. Open “Plugixa CRM” in the admin menu #### GIVING OTHER PEOPLE ACCESS Administrators have access by default. Open Administration > CRM access to choose which other WordPress users can open the CRM, and put them in teams so each person reads their team’s records and edits their own. ## FAQ ### Q. Does this store CRM records as WordPress posts? No. Records live in dedicated tables, which keeps CRM data out of your posts table and keeps list and reporting queries fast. ### Q. Will it slow my site down? Almost certainly not. The CRM is an admin application, and the only thing it adds to a visitor-facing page is a web-to-lead form or the help centre – on the pages where you have put one. A page with no form loads none of this plugin’s CSS or JavaScript, and a page with one loads about two kilobytes of script and a stylesheet that sets layout only, so your theme keeps control of how the form looks. ### Q. Can my staff use the CRM without going into wp-admin? Yes. Add `[plugixa_crm_app]` to any page and the whole CRM appears on it, inside your theme, with your header and footer where they always are. There is a full-screen button in the CRM’s toolbar for when someone needs the room. It is the same application the admin screen loads and it talks to the same API, so permissions are identical – there is no second set of rules to keep in step. Anyone without access sees a short “sign in” notice instead, and the application is never loaded for them. ### Q. What options does the staff CRM shortcode take? These apply to `[plugixa_crm_app]`: * `width`: `wide` (default), `full` or `content`. `wide` and `full` use your theme’s own wide and full alignments. `content` keeps the CRM in the normal text column, which is usually too narrow to be comfortable. * `height`: a number of pixels. Left out, the CRM sizes itself to the window. * `mode`: `embed` (default), or `full` to give the CRM the whole page with no theme around it. For example: `[plugixa_crm_app width="full" height="800"]` ### Q. Why does the CRM appear in a frame rather than directly in the page? Because it is the only way it can keep working on any theme. The application is built with Material UI, whose styling is deliberately low-specificity so that it is easy to override – and a theme’s own form styling beats it by construction. Any reset strong enough to protect the CRM would also flatten the theme around it, and the CRM’s own baseline styles would restyle your header and footer links and repaint the page background. A frame keeps the two apart completely, so your theme stays exactly as you designed it and the CRM looks the same on every site. ### Q. Who can see which records? Anyone you give CRM access to can read their team’s records and edit their own. Administrators see everything. ### Q. Does it send email through its own server? No. Sending goes through WordPress’s own mail, so any SMTP plugin you already use applies to CRM email too. The CRM configures only the from address, from name and reply-to it should use. ### Q. Where are attached files stored? In a protected folder inside your uploads directory, not in the media library. The plugin writes deny rules for it and checks on activation whether your web server actually honours them, warning you in the admin if it does not. ### Q. What happens to my data if I deactivate the plugin? Nothing. Deactivating leaves every table intact. Data is removed only if you delete the plugin, which runs the uninstaller. ### Q. What is the difference between the free and Pro versions? The free version is a complete CRM, neither time-limited nor feature-locked: records, pipelines, activities, the calendar, email, cases, the knowledge base and help centre, web forms, teams, CSV import and export and dashboards. The premium version is a separate download that adds features; nothing in the free build is disabled, and the free build contains no premium code to unlock. See the [Pro features](https://www.plugixa.com/plugins/plugixa-crm#pricing). ### Q. Does it need any external service? Not to run your CRM. Everything is read from and written to your own WordPress database. Freemius shows an optional opt-in and the account page, and daily currency rates from the European Central Bank are off until you switch them on. Both are described under “External services” below. ### Q. Where can I find the documentation? Full documentation – getting started, records, the pipeline, email, cases, the knowledge base, web forms and shortcodes – is at https://www.plugixa.com/documentation/plugixa- crm ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Plugixa CRM – Contacts, Leads, Deal Pipeline, Email & Help Desk” is open source software. The following people have contributed to this plugin. Contributors * [ Plugixa ](https://profiles.wordpress.org/zakaria04/) * [ Freemius ](https://profiles.wordpress.org/freemius/) [Translate “Plugixa CRM – Contacts, Leads, Deal Pipeline, Email & Help Desk” into your language.](https://translate.wordpress.org/projects/wp-plugins/plugixa-crm) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/plugixa-crm/), check out the [SVN repository](https://plugins.svn.wordpress.org/plugixa-crm/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/plugixa-crm/) by [RSS](https://plugins.trac.wordpress.org/log/plugixa-crm/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.3 * Initial release. * Records: accounts, contacts, leads, opportunities, tasks, calls, meetings and cases, stored in the CRM’s own database tables rather than as posts. * Pipelines and a kanban board, each stage with its own probability. * Multiple currencies: price each deal in its own currency and see every total in yours. Type the rates in, or switch on daily reference rates from the European Central Bank. Open deals are re-priced when a rate changes; won and lost deals keep the rate they closed at. * A calendar: meetings, calls and tasks on one view, by month, week or day. * Email: write and send from any record, with templates and placeholders, through WordPress’s own mail. * Cases and a knowledge base with a category tree, plus a public help centre for the articles you choose to publish. * Web-to-lead forms, as a shortcode or a block, plus a REST endpoint for your own forms. * Teams and CRM access: choose who can open the CRM; everyone reads their team’s records and edits their own. * Dashboards you arrange on tabs, with headline figures that show their trend over thirty days. * An App manager: switch off any feature you do not use; its menus, endpoints and background work stop and its data is kept. * CSV import and export: map your columns, create or update, and undo a whole import run. * Duplicate detection and record merging, with an audit log and GDPR erasure support. * A React admin application that also runs on the front end through a shortcode, with a search box that finds records and screens alike: press “/” from anywhere to open it. ## Meta * Version **1.0.3** * Last updated **3 days ago** * Active installations **Fewer than 10** * WordPress version ** 6.5 or higher ** * Tested up to **7.1.4** * PHP version ** 8.2 or higher ** * Tags * [contacts](https://wordpress.org/plugins/tags/contacts/)[crm](https://wordpress.org/plugins/tags/crm/) [help desk](https://wordpress.org/plugins/tags/help-desk/)[leads](https://wordpress.org/plugins/tags/leads/) [sales pipeline](https://wordpress.org/plugins/tags/sales-pipeline/) * [Advanced View](https://wordpress.org/plugins/plugixa-crm/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/plugixa-crm/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/plugixa-crm/reviews/) ## Contributors * [ Plugixa ](https://profiles.wordpress.org/zakaria04/) * [ Freemius ](https://profiles.wordpress.org/freemius/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/plugixa-crm/)