Every CRM Feature Your Business Actually Needs All in One Place
Bit CRM is the complete CRM platform built into WordPress. Manage leads, close deals, send invoices, and sync with WooCommerce, all without leaving your dashboard.
Build Workflows Around Your Complete Sales Process
Use Bit CRM as a trigger to sync data out, or as an action to capture leads and customer data coming in.
Contact Automation
Create and update contacts from connected apps. Start workflows when contacts are created, updated, tagged, untagged, or moved to the trash.
Company Automation
Create and update company records automatically. Respond when companies are created, changed, tagged, deleted, or disconnected from contacts.
Deal Automation
Create deals, update deal information, retrieve deal data, and move deals between pipeline stages, then trigger the notifications and follow-up work that depend on them.
Lead Automation
Capture new leads, update existing records, monitor lead changes, and start workflows when leads are converted into contacts. Use lead events to speed up response times and reduce missed opportunities.
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Invoice Automation
Create and update invoices from workflow data. Start automations when an invoice is created, changed, sent, or moves to another status.
Activity and Note Automation
Create activities and notes from your workflows. Respond when activities or notes are created, changed, completed, or deleted to keep a clearer record of customer communication.
Tag-Based Automation
HOW IT WORKS
How to Automate Bit CRM with Bit Flows
Use Bit CRM as a trigger to sync data out, or as an action to capture leads and customer data coming in.
STEP 1
Create a Workflow
Create a new flow and choose how the automation should begin. You can start with a Bit CRM trigger or use another connected app as the trigger.
STEP 2
Add Bit CRM
Search for Bit CRM in the trigger or action list. Choose the exact event or operation required for your workflow.
STEP 3
Map Your Data
Connect fields from the previous workflow step with the matching fields in Bit CRM. You can also add conditions, routers, delays, AI steps, or other connected apps.
FAQ
Frequently Asked Questions
Common questions about Bit CRM and running your sales pipeline inside WordPress.
Yes. The core plugin is free and includes the lead, contact and company modules. Paid plans unlock automation, invoicing and the premium integrations.
Every plan includes support through our help desk at support@bitapps.pro. Free users can also post in the community forum, and the docs cover most setup questions.
No. Everything from building pipelines to setting up automations runs through a visual, no-code dashboard inside WordPress.
Yes. Orders, customers and totals sync natively, so a WooCommerce buyer becomes a CRM contact with their full purchase history attached.
You can import from CSV, or map fields directly from FluentCRM, Perfex and other tools during setup. Existing WordPress users can be pulled in with one click.
Yes. Affiliates earn recurring commission on every plan they refer. You can apply from the affiliate page and get your link straight away.