Bit CRM

Self-hosted customer relationship management plugin for tracking leads, deals, and client communications.

• Official Website: bit-crm.com
• Primary Category: Email Newsletters & Marketing Automation
• License / Pricing: Freemium

Overview

Bit CRM is a lightweight, self-hosted WordPress CRM solution for agencies, freelancers, and small businesses. It consolidates leads, contact timelines, deal pipelines, and client notes directly within the WordPress dashboard, eliminating expensive external SaaS subscriptions.

Key Features

• Customizable deal stages and visual drag-and-drop sales pipeline boards
• Automated contact capture from Bit Form, Elementor Forms, and contact forms
• Activity timeline tracking calls, meetings, notes, and task assignments
• Full data sovereignty with all customer records stored securely on your server

Developer Usage & Code Examples

// Add custom contact note programmatically
bit_crm_add_contact_activity( $contact_id, [
    'type' => 'call',
    'note' => 'Client approved WordPress plugin setup quote'
] );

Tags & Taxonomy