{"id":298901,"date":"2026-06-12T06:29:49","date_gmt":"2026-06-12T06:29:49","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/pressio-crm\/"},"modified":"2026-06-12T06:29:12","modified_gmt":"2026-06-12T06:29:12","slug":"pressio-crm","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/pressio-crm\/","author":23478520,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"1.0.0","tested":"7.0","requires":"6.2","requires_php":"7.4","requires_plugins":null,"header_name":"Pressio CRM","header_author":"Pressio CRM","header_description":"A lightweight, pipeline-first CRM for small businesses. 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Deal counts and total values per stage, expected close dates on every card.","2":"Dashboard<\/strong> \u2014 Total contacts, open deals, tasks due today, and revenue won this month. Pipeline funnel chart and a live activity feed give you a daily business snapshot.","3":"Contacts list<\/strong> \u2014 Search, filter by status or tag, color-coded tags, last-contacted dates, and bulk actions \u2014 all your contacts in one fast table.","4":"Contact profile<\/strong> \u2014 The full story of every contact: activity timeline, deals, tasks, tags, notes, custom fields, and email history in one place.","5":"Email composer<\/strong> \u2014 Write and send HTML emails with merge tags and a visual editor, straight from the contact record.","6":"Tasks<\/strong> \u2014 Follow-ups grouped by overdue, today, and later, with priorities and due dates. Never let a lead go cold again.","7":"Reports<\/strong> \u2014 Win rate, deals won and lost, revenue, contact growth, and activity trends over 30 days, 90 days, or 12 months."}},"plugin_section":[],"plugin_tags":[2736,1150,330,335,206142],"plugin_category":[58],"plugin_contributors":[266776],"plugin_business_model":[],"class_list":["post-298901","plugin","type-plugin","status-publish","hentry","plugin_tags-contacts","plugin_tags-crm","plugin_tags-deals","plugin_tags-leads","plugin_tags-pipeline","plugin_category-user-management","plugin_contributors-pressiocrm","plugin_committers-pressiocrm"],"banners":{"banner":"https:\/\/ps.w.org\/pressio-crm\/assets\/banner-772x250.png?rev=3569644","banner_2x":"https:\/\/ps.w.org\/pressio-crm\/assets\/banner-1544x500.png?rev=3569644","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":"https:\/\/ps.w.org\/pressio-crm\/assets\/icon.svg?rev=3569644","icon":"https:\/\/ps.w.org\/pressio-crm\/assets\/icon.svg?rev=3569644","icon_2x":false,"generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/pressio-crm\/assets\/screenshot-1.png?rev=3569644","caption":"Pipeline kanban board<\/strong> \u2014 Drag-and-drop deals across stages. 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You started your business to do great work \u2014 not to wrestle with spreadsheets or pay $50 a month for a CRM you barely use.<\/p>\n\n

Pressio CRM is a complete, pipeline-first CRM that runs inside your WordPress dashboard. Add contacts, track deals on a drag-and-drop kanban board, send emails, manage follow-up tasks, and see your sales at a glance \u2014 all without leaving your site or sending your customer data to someone else's server.<\/p>\n\n

The free version is not a demo.<\/strong> There are no contact limits, no deal limits, no nag screens, and no time trials. It is a real CRM for real businesses.<\/p>\n\n

Features (all free, all included)<\/h4>\n\n
    \n
  • Visual deal pipeline<\/strong> \u2014 Drag-and-drop kanban board. Move deals through stages with a click. See total deal value per stage at a glance.<\/li>\n
  • Full contact management<\/strong> \u2014 Create, search, filter, tag, and organize contacts. Bulk actions, CSV import, and CSV export included.<\/li>\n
  • HTML email sending<\/strong> \u2014 Write and send emails directly from each contact record. Merge tags, a visual editor, email branding settings, and full email history per contact.<\/li>\n
  • Task management<\/strong> \u2014 Create tasks tied to contacts or deals. Set due dates and priorities. Overdue alerts keep you on top of follow-ups.<\/li>\n
  • Activity timeline<\/strong> \u2014 Every interaction is auto-logged: stage changes, emails sent, notes added, tasks completed. View the full story of any contact in one scroll.<\/li>\n
  • Dashboard<\/strong> \u2014 Total contacts, open deals, tasks due today, revenue stats. Pipeline funnel chart and recent activity feed give you a daily snapshot.<\/li>\n
  • Reports<\/strong> \u2014 Deal, contact, and activity trends over 30 days, 90 days, or 12 months. Know what's working without exporting anything.<\/li>\n
  • Form integrations \u2014 Contact Form 7, WPForms, Fluent Forms<\/strong> \u2014 Website form submissions automatically create contacts in your CRM. Map any form field to any contact field \u2014 no code required.<\/li>\n
  • Color-coded tags<\/strong> \u2014 Organize contacts your way. Assign multiple tags, filter by tag, and see tags at a glance in every list.<\/li>\n
  • Onboarding wizard<\/strong> \u2014 Set up your company name, pipeline stages, and first contact in under 2 minutes.<\/li>\n
  • Modern interface<\/strong> \u2014 Vue-powered single-page app inside WordPress. Fast, responsive, and clean \u2014 no page reloads.<\/li>\n<\/ul>\n\n

    Why Pressio CRM instead of a SaaS CRM?<\/h4>\n\n
      \n
    1. Your data stays on your server.<\/strong> Customer names, emails, deal values, and notes never leave your WordPress database. No third-party access. Export everything anytime.<\/li>\n
    2. No monthly fees.<\/strong> The free version is a complete CRM. You do not need to pay to start using it or to keep using it.<\/li>\n
    3. Pipeline-first design.<\/strong> Most WordPress CRMs treat deals as an afterthought. Pressio CRM puts your sales pipeline front and center with a real kanban board.<\/li>\n
    4. Works with your existing site.<\/strong> Contact Form 7, WPForms, and Fluent Forms submissions flow straight into your CRM. Your leads are captured where they arrive.<\/li>\n
    5. Fast, modern interface.<\/strong> No page reloads, no loading spinners on every click. The Vue-powered interface feels like a standalone web app, not a WordPress admin page from 2012.<\/li>\n<\/ol>\n\n

      Who is Pressio CRM for?<\/h4>\n\n

      Pressio CRM is built for solo operators, freelancers, consultants, small agencies, and service businesses running WordPress. If you are tracking leads in a spreadsheet, juggling sticky notes for follow-ups, or paying for a SaaS CRM that is 90% features you never use \u2014 this plugin replaces all of that.<\/p>\n\n

      Pressio CRM Pro<\/h4>\n\n

      Need more power as your business grows? Pressio CRM Pro adds:<\/p>\n\n

        \n
      • Unlimited pipelines<\/strong> \u2014 Track multiple sales processes, departments, or project types<\/li>\n
      • Email sequences and automation<\/strong> \u2014 Drip campaigns and trigger-based workflows<\/li>\n
      • Custom fields UI<\/strong> \u2014 Add any field you need to contacts and deals<\/li>\n
      • Advanced reporting and analytics<\/strong> \u2014 Revenue forecasting, conversion rates, stage duration<\/li>\n
      • Priority support<\/strong> \u2014 Direct access to the team that builds the plugin<\/li>\n<\/ul>\n\n

        The free version is not crippled. Pro is for teams and businesses that have outgrown a single pipeline.<\/p>\n\n

        Source Code<\/h3>\n\n

        The full source code for this plugin, including all uncompiled Vue 3 \/ JavaScript source files, is publicly available on GitHub:<\/p>\n\n

        https:\/\/github.com\/pressiocrm\/pressio-crm<\/p>\n\n

        The repository's src\/<\/code> directory contains all human-readable Vue components, Pinia stores, composables, and JavaScript source files that are compiled into the build\/<\/code> directory shipped with this plugin.<\/p>\n\n

        To rebuild the frontend assets from source:<\/p>\n\n

          \n
        1. Install Node dependencies: npm install<\/code><\/li>\n
        2. Production build: npm run build<\/code><\/li>\n
        3. Development build with HMR: npm run dev<\/code><\/li>\n<\/ol>\n\n

          Build tool: Vite. Entry point: src\/main.js<\/code>. Output: build\/index.js<\/code> + build\/index.css<\/code>.<\/p>\n\n

          Third-party libraries used in the build:\n* Vue 3 (MIT) \u2014 https:\/\/github.com\/vuejs\/core\n* Pinia (MIT) \u2014 https:\/\/github.com\/vuejs\/pinia\n* Vue Router (MIT) \u2014 https:\/\/github.com\/vuejs\/router\n* vue-draggable-plus (MIT) \u2014 https:\/\/github.com\/Alfred-Skyblue\/vue-draggable-plus\n* @vueuse\/core (MIT) \u2014 https:\/\/github.com\/vueuse\/vueuse\n* @wordpress\/i18n (GPL-2.0-or-later) \u2014 https:\/\/github.com\/WordPress\/gutenberg<\/p>\n\n\n

            \n
          1. Go to Plugins > Add New<\/strong> in your WordPress admin.<\/li>\n
          2. Search for Pressio CRM<\/strong>.<\/li>\n
          3. Click Install Now<\/strong>, then Activate<\/strong>.<\/li>\n
          4. Go to Pressio CRM<\/strong> in your admin menu.<\/li>\n
          5. Complete the 3-step setup wizard (takes about 60 seconds).<\/li>\n
          6. Start adding contacts and deals.<\/li>\n<\/ol>\n\n

            Manual installation<\/h4>\n\n
              \n
            1. Download the plugin zip file.<\/li>\n
            2. Go to Plugins > Add New > Upload Plugin<\/strong>.<\/li>\n
            3. Upload the zip file and click Install Now<\/strong>.<\/li>\n
            4. Activate the plugin and follow the setup wizard.<\/li>\n<\/ol>\n\n\n
              \n

              Is the free version actually usable, or is it just a teaser for Pro?<\/h3><\/dt>\n

              The free version is a fully functional CRM with no artificial limits. You get contacts, a deal pipeline, tasks, email sending, activity tracking, a dashboard, and form integrations (Contact Form 7, WPForms, Fluent Forms). There is no cap on the number of contacts or deals you can create, no time-limited trial, and no persistent upgrade banners. Many businesses will never need Pro.<\/p><\/dd>\n

              Can I import contacts from a spreadsheet or another CRM?<\/h3><\/dt>\n

              Yes. Go to Settings > Data<\/strong> and upload a CSV file. The importer lets you map CSV columns to contact fields, and you can choose how to handle duplicate email addresses. This works for migrating from Excel, Google Sheets, HubSpot, Mailchimp, or any tool that exports CSV.<\/p><\/dd>\n

              Does Pressio CRM work with my form plugin?<\/h3><\/dt>\n

              Yes \u2014 integrations with Contact Form 7, WPForms, and Fluent Forms are all included free. When a visitor submits a form on your site, Pressio CRM automatically creates or updates a contact record. You control which form fields map to which CRM fields from the form editor (CF7) or the CRM's Integrations screen (WPForms, Fluent Forms). No code, no extra plugins.<\/p><\/dd>\n

              Where is my customer data stored?<\/h3><\/dt>\n

              Everything is stored in your own WordPress database on your own hosting. No data is transmitted to external servers or third-party services. You can export all contacts and deals to CSV at any time from Settings > Data<\/strong>.<\/p><\/dd>\n

              What is the difference between free and Pro?<\/h3><\/dt>\n

              The free version gives you one pipeline, full contact management, tasks, email, activity tracking, and form integrations. Pro adds unlimited pipelines, email sequences, custom fields, advanced reporting, and priority support. Pricing is a flat site license \u2014 not per-user, not per-contact.<\/p><\/dd>\n

              Will Pressio CRM slow down my site?<\/h3><\/dt>\n

              No. The plugin only loads its assets on its own admin pages. It does not add scripts or styles to your site's frontend. The CRM interface is a single-page Vue app, so after the initial load, navigation within the CRM is instant \u2014 no full page reloads.<\/p><\/dd>\n\n<\/dl>\n\n\n

              1.0.0<\/h4>\n\n
                \n
              • Initial release.<\/li>\n
              • Contact management with search, filter, tags, CSV import\/export, and bulk actions.<\/li>\n
              • Pipeline kanban board with drag-and-drop deals and stage management.<\/li>\n
              • Task management linked to contacts and deals.<\/li>\n
              • Activity timeline with auto-logged events.<\/li>\n
              • Dashboard with stats, pipeline funnel, and activity feed.<\/li>\n
              • Reports with deal, contact, and activity trends (30 days, 90 days, 12 months).<\/li>\n
              • Email sending with merge tags, visual editor, and per-contact history.<\/li>\n
              • Form integrations with field mapping: Contact Form 7, WPForms, Fluent Forms.<\/li>\n
              • Email branding settings.<\/li>\n
              • Onboarding wizard.<\/li>\n<\/ul>","raw_excerpt":"A pipeline-first CRM built into WordPress. Manage contacts, track deals, and close more sales \u2014 no monthly fees.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/298901","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=298901"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/pressiocrm"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=298901"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=298901"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=298901"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=298901"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=298901"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=298901"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}