CRM Solutions By Business Type

CRM Solutions

Real Life CRM Solutions for Every WordPress Business

Bit CRM works the way your business does. Whether you run a WooCommerce store, freelance solo, or manage clients at an agency, you get leads, deals, invoices, and a client portal in one WordPress CRM.

CRM for WooCommerce: Handle the Sales Your Checkout Can’t

Your checkout works for one kind of buyer: the one who can decide, pay, and leave without talking to you. The moment someone needs...

FAQ

Frequently Asked Questions

Common questions about solution of the Bit CRM

A WordPress CRM stores your leads, contacts, and deals in your own WordPress site instead of an outside service. So your customer data stays on your server, you manage it from the dashboard you already use, and there's no separate tool to log into or sync.

No, Bit CRM won't slow down your website, even with complex operations (ex: import or exporting bulk customer data). It processes tasks asynchronously in the background, ensuring no impact on page load times.

Bit CRM smartly manages resources, pausing operations when server load is high and resuming when resource available. We use modern tools, optimize algorithms and techniques, and manage relational database better way.

We use TypeScript, React.js, Zustand, RTK Query, TanStack Query, Ant Design, etc. Bit CRM is a super-fast, lightweight plugin specially designed for WordPress.

Yes, through the client portal. Clients sign in to view their invoices, download PDFs, see their deals, and check any meetings, calls, or notes you choose to share. Agencies can white-label it with their own name and logo.

Yes! In fact, Bit CRM is one of the very few CRM plugins that natively integrates with WooCommerce. Once you connect your store, every new customer who places an order is automatically added to your Contacts. On top of that, you can use your WooCommerce products directly inside deals and invoices — no manual work needed.

Absolutely. The Deals module lets you track every opportunity across custom stages like Proposal, Negotiation, Won, and more. You can switch between a clean table view or a visual Kanban board — and drag and drop deals between stages in seconds. Your whole pipeline stays organized and always visible.

No. WooCommerce is optional. However, if you do run a store, Bit CRM can create contacts from orders automatically, tag them by the products they bought, and collect invoice payments through your existing WooCommerce gateways.

Both work. A solo freelancer uses the same leads, deals, and invoices as a five-person agency, just with fewer users and simpler stages. That's why the solutions are split by business type rather than company size.

Yes. You can create invoices with line items, taxes, and discounts, download them as PDFs, or send them by email. You can also share a secure public link where clients view the invoice and pay online, with full or partial payments supported.

You can add multiple CRM users and give each one specific module and action permissions. So a salesperson might only see leads and deals, while a manager sees everything.

Yes. You can add custom fields to leads, contacts, companies, deals, and products, including text, number, select, date, and checkbox fields. Then you can rename your deal stages, build your own tags, and set up workflows. So the CRM matches your process instead of the other way around.

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