| What it does | WordPress CRM plugin for managing leads, deals, proposals, and invoices with client portal and payment processing
| The CRM that grows with you
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Paid
| Freemium
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| Pricing | Achiever plan: $49 one-time for 1 site; Freelancer plan: $149 one-time for 50 sites; Agency plan: $249 one-time for unlimited sites. All plans include lifetime updates, support, client portal, and 14-day money-back guarantee. Currently offering Black Friday discounts: Achiever $82 (40% off), Freelan
| Free plan with starter usage allowance (no card required). Base: $50/month. Pro: $100/month. Max: $200/month. Enterprise: custom pricing. All paid plans include unlimited seats.
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| Key features | - Deal pipeline tracking with custom stages
- Professional proposals and estimates with line items
- Invoice creation with tax and recurring billing
- Client portal for proposal viewing and invoice payment
- Projects and tasks management
- Service packages for templated offerings
- Workflow automation with drag-and-drop builder
- WooCommerce integration and syncing
- AI integration with ChatGPT and Claude
- Webhooks and integrations with Zapier, Pabbly, Make
| - CRM with custom objects, fields and pipeline stages
- AI assistant that answers questions and creates records from all data
- Data validation, enrichment and duplicate detection rules
- Meeting booking links with calendar sync and e-signatures
- Invoicing with optional card payment links on Max plan
- Double-entry ledger and accounting on Pro plan and above
- Workflows and custom agents as automation steps
- REST API and MCP server for third-party integrations
- CSV import and export, bulk operations with preview
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| What makes it different | - Pay once, use for life with no recurring subscriptions
- Built directly into WordPress with no separate platform needed
- Lifetime updates and support included with purchase
- 14-day money-back guarantee on all plans
| - Data cleans itself through automatic validation, enrichment and duplicate detection on every save
- Unlimited seats on paid plans with one flat monthly price regardless of team size
- All financial and customer data in one system instead of multiple apps
- AI that understands your business context and operates under user permissions
- No separate bookkeeping subscription on Pro and above
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 37 ▲ +1 (up) since last check | 2 ▲ +2 (up) since last check |
| Trust Flow (Majestic) | 5 | 0 |
| Citation Flow (Majestic) | 9 | 0 |
| Referring domains (Majestic) | 9 | 0 |