Here's the every feature in the lead management module, designed to help you work smarter, not harder.
Contacts auto-listed from WooCommerce orders
The moment a customer places an order in WooCommerce, they appear in Bit CRM's Contact module automatically — no import, no manual entry needed
Any stored WooCommerce product — instantly available
Every product in your WooCommerce catalog is searchable inside Bit CRM when creating a deal or invoice. No syncing, no importing, no copy-paste.
WooCommerce price & discount pulled in automatically
Whatever price and discount you've set on a product in WooCommerce, that data comes into Bit CRM as-is. You don't re-enter anything — it's already there.
Add multiple products as line items — with full data
Each deal or invoice supports multiple line items. Add as many WooCommerce products as you need — each with its own price, quantity, discount %, and tax rate %.
Create deals directly using WooCommerce products
Build a deal inside Bit CRM and attach WooCommerce products to it. Subtotal and grand total calculate automatically as you add or adjust line items.
Generate professional invoices — linked to a deal & contact
Create an invoice, select a deal, and the linked contact's billing info fills in automatically. Set your invoice date, due date, and payment terms in seconds.
Per-line tax rate + Tax Exclusive calculation
Set a tax rate on each product line individually. Bit CRM uses Tax Exclusive calculation — tax is added on top and shown separately as "Tax Added" in the invoice total.
Gross discount applies across the full invoice
Beyond per-line discounts, you can apply a gross discount to the entire invoice — giving you flexibility to offer custom deals without changing individual product prices.
Live invoice preview — see it before you send it
As you build the invoice, a real-time side-by-side preview updates instantly. What you see is exactly what the customer receives — no surprises after sending.
Custom notes & payment terms on every invoice
Add a personal message, payment instructions, or legal terms directly on the invoice. These fields are fully editable for every invoice you create.
Create sales orders directly in Bit CRM
Soon, you'll generate sales orders from within Bit CRM — connected to WooCommerce products and tied to your contacts and deals — managing the full order lifecycle in one place.
Zero third-party connectors — works natively in WordPress
Bit CRM is a WordPress plugin. It talks to WooCommerce directly — no external API services, no monthly connector fees, no fragile integrations to maintain.
Clients pay invoices through your WooCommerce payment gateway
Enable WooCommerce payments in Invoice Settings and share a payment link with your client. They pay through your existing WooCommerce checkout — no new payment setup needed.
Payment syncs back to WooCommerce automatically
Once a client pays through the invoice link, that payment data flows back into your WooCommerce store. The sync works both ways — not just one direction.
Partial payments supported — with a minimum amount
Allow clients to pay in parts by enabling partial payments on an invoice. Set a minimum payment amount so clients always pay at least that much per transaction.
