Rating: 5 stars

This tool is really great and very simple.

No features that you don’t need (or you can disable it) and very simple to use with a good interface.

The support is great !

Thanks for this work !

Rating: 5 stars

Everything implements nicely with WordPress. Looking forward to the future of Jetpack CRM.

Rating: 5 stars

Jetpack CRM is an incredibly powerful and robust product. My clients love it.

Just recently I had a problem that I could not resolve so I contacted support (Stef). They were incredibly attentive and determined to understand what was going on and to find a solution…which they did in under 24 hours. I am very grateful.

Rating: 5 stars

The plugin is only promising at the moment, but the above and beyond service from customer support is a rare gem these days. With that type of work ethic, Jetpack is sure to one day be a top dawg in the CRM World.

Rating: 5 stars

I love jetpack CRM, and they have really nice support.

Rating: 1 star

The free version is useful for individuals to keep track of their contacts and subscribers, but there is not nearly enough functionality to support any serious business. I purchased Jetpack Pro and built an entire site around it before realising how limited it is in terms of functionality. What good are custom fields if they can’t easily integrate with other common plugins? What good is the ability to ‘sort’ the contact list if it arranges the records into entirely random alphabetical order? In the end I had to buy a new CRM and rebuild the website. It was a nightmare and a huge waste of money. It cost me over $4K to rebuild. Does not live up to the hype.

Rating: 5 stars

Buena atención al cliente y rapidez

Rating: 1 star

Plugin authors appear to have a good support system but the product did not meet basic standards of what a CRM should do. My review of the plugin after using so that all stakeholders know what to test before implementing. This review is as of 11.01.2024. Hope this review helps people in deciding. THis review will change if these glaring issues are promptly corrected

1. You CANNOT EXCLUDE any customers from a segment list that you create. If you have many customers with say a common tag you cannot add a condition to exclude any customers from that list. Thus you can make list only to include customers but you cannot make any exceptions. eg: Say you have a segment of customers who purchased Product A, B and C but in that list you want to refine it to exclude customers who have a cancelled orders or say you want to exclude customers who have a tag like “blacklisted” or “bogus” . then there is no such option to exclude such customers. Instead if you try to workaround by include customers who are no longer buying the products, your segment list will instead of removing customers from the existing list.- list will get added with the entire list of users who have not even purchased that product! because it will add the entire list of customers with cancelled orders to your segment list – a feature expected the most basic CRM. Else its not a CRM
2. The Add tag functionality is not working properly. Tags created in one menu will not appear/not be seen in another place if you have say over 50 tags. I have 100 products. Jetpack CRM created automatically created tags for all those 100 products. Then Go to tags under contact and create a tag manually. Then go to edit contact to add that tag to a contact. The manually created tag will not show up. Well if I type a tag name the created tag should show up to become available for selection. It does not.
3. Contact have other options like add log, add task etc but no option to add tags in that list. – Instead the existing way is cumbersome to list all customers then select and open the customer, then click on Edit contact, then go to add tag – only to find that the functionality is not working as it should have as eplained above
4. The Client portal UI and the filters UI is not as advertised. The advertised one is very beautiful UI seemingly having good features but actually it is different from what is advertised. So at first it will feel as if your wordpress set up has a problem or conflict only to realize that the plugin is advertising a different UI than what actually is.
5. The actual customer filter does not appear to have the features of the one advertised. eg you cannot apply more than one filter to filter out a list of customers. You can get a list of customers by applying only a single filter at a time. But the advertising gives you a different showcase and UI. Why would I need a CRM to get a list of customers with only a single filter and why would I have gone for a CRM which does not have what is advertised?
6. I found that the plugin is not extendible as we would want a CRM to be. No documentation on hooks and filters available in the software that I can use to extend it or integrate it with existing software.
7. The API does not have a way to UPDATE ANY DATA in CRM. you CANNOT UPDATE any data in CRM using API. You can only create. Exampleif I want to update customers details you cannot using API.
8. If data of any particular customer is updated in wordpress there is no way to auto sync that with the CRM for that customer. Moreove the woosync also will not sync your updated data or changes in any field unless a new order is placed by that customer.
9. These points are just what I remember and what I had time to check thoroughly after spending days and hours. I am sure I can find many many more issues. Overall this CRM with the prowress of the team has stupendous possibility to become the best ever CRM that existed but for some unknow reason or purpose that has been curbed. So you will need your developer to be customizing this to become suitable for practical use.

Rating: 5 stars

Great reliable service

Rating: 2 stars

Hi

We lost a few hours testing for the third time in years this CRM plugin

Almost nothing has changed (except some changes in UI and better speed) : this CRM is outdated in its core / features / extensions

It could be promising but…

it has been developed many years ago and almost nothing has changed since then, making it outdated compared to the market

quotes, invoices, contacts have designs & features like 10 years ago

Features requests (pipelines etc) are the same for years, and nothing has changed

Also support should be more proactive

Please have a look at the other similar tools on the market and try to do something at least close to those

Good luck ??

Rating: 2 stars

This plugin could be awesome, but misses essential flexibility. Several of my issues should be solvable according to the documentation but it does not elaborate on how to implement it.

My issues:

Although Companies and Contacts seem to be connected, you can assign an invoice to either a Contact OR a Company. If you wish to assign it to “Company Y to the attn. of Contact X”, you are out of luck. No showstopper (just add Company name to the Contact directly), but just plain silly.

There is this possibility to add tax PER item in an invoice, which is awesome. But this tax per item does not show up in the PDF version of the invoice. I opened a support ticket for suggestions, but no reply….

The documentation claims the invoice can be emailed to the customer. But does not tell you how. No reply on the support ticket.

You can only use the NotoSans font (in all variations, true), but no other (Google) font. No reply on the support ticket.

Last but not least, you guessed it: support is virtually non-existent or at least so slow I cannot be bothered to wait any longer….

Rating: 2 stars

The free version is under-featured, and the $200 version is far too dear for what you get.?Standalone CRMs and PMs run rings around this.

But I wish you luck in developing it into a better tool, and I’ll happily return when you do. 

Rating: 5 stars

I received great answers to my questions from the support team. thank you for being professional.

Rating: 5 stars

JETPACK CRM ::: Another GIANT leap toward freedom of the press, free speech, and liberation from the oligarchy that tries to control the media, news agencies, and PR management. Keeping the power in the hands of the people, who take the time to learn the arts and endeavor to care about our planet and future generations, is critical in these times. KUDOS to all who started and continue to support the AUTOMATTIC agenda.

Rating: 5 stars

Had an issue with one of the CRM extensions. Took a little time, but they figured out the conflict. I’m happy and so is my client!

• This topic was modified 1 year, 4 months ago by cacathcart.

Rating: 5 stars

I have several issues using Jetpack CRM but the support team was always ready to help me with suggestions, workaround and even updates of the CRM.
Great jobs guys!

Rating: 5 stars

We’re in the initial stages of setting up Jetpack CRM. We needed some assistance in customizing the standard emails sent out directly to customers. BTW we’ve purchased The Entrepreneur Pack.

We had problems with customizing the design of the default email template and placement of files.

Stef and team were extremely supportive in working through the issue and resolving it.

The responses to questions, follow ups and checking were timely.

This has been an excellent impression as a new user.

Nice Job.

Rating: 1 star

I face a problem with the invoice logo. I already send a support ticket and wait for a week but they don’t reply.

Invoice logo not works when I download it.

Rating: 5 stars

Really like this CRM’s activity function, I can see when my client joins my site and the following WooCommerce orders.

But sadly, it’s not easy to integrate with layout that already build by Elementor plug-in.

Appreciate support team’s help that i can easily refund my subscription,it’s really friendly for newbie in Jetpack CRM.

Rating: 5 stars

This was easy to setup. There’s quick support. It does what we need and more without the learning curve.

Rating: 5 stars

I like the plugin.

Rating: 1 star

No idea if the CRM works well or not because Jetpack massively slows down my website and drops my Page Speed scores by 20 points. If they cleaned up the core code I might try it again but until then I’ve got other options that work just fine.

Rating: 5 stars

For a free plugin this app does a great many things and helps the site work!

Rating: 1 star

The concept is good, the core plugin is mediocre, absolutely avoid paying for the premium. I did, most of the extension are useless, and the ones that seem useful don’t work. Extremely disappointing.

Rating: 3 stars

As someone used to working in a robust CRM for another project, I found this CRM to be good for the basics, including woocommerce integration, but beyond that, especially for custom forms and integration with other programs, to not be very flexible. They seem to have a set “menu” of programs they want you to integrate with for certain solutions and if you don’t use those, there is little interest in expanding. Items on the wish list have been there for years, and their sending out an email asking for five stars seems to indicate that they’re pushing for positive reviews to outweigh some of the detractions to this software. I’m moving to another solution and suggest you start here only if you need the basics.

Rating: 2 stars

Jetpack CRM is a nice tool in many ways. It integrates well with WooCommerce, and handles all of the basics. However, one of the most essential elements of a CRM – email – is straight from the ‘00s. It’s unusable, and has seen very little development in several years.

You can’t have a good CRM without great email IMO

Rating: 5 stars

Good plugin but not what I need. I was looking for social community and thought it could be used for that. But there are too many shops and businesses and it is not possible to choose not to have.

Rating: 4 stars

Great plugin, but it would be great if it had a built-in integration with Contact form 7

Rating: 5 stars

I was one of the developers for XRMS CRM and had installed and supported it for many clients over many years. It is very similar to SalesForce.com, which are both enterprise solutions for enterprise companies with large sales forces. When my client profile changed to mostly small business, I felt Jetpack CRM was worth a try. When it was first released it was flimsy, but because they continue to grow, and are open to enhancement requests, it has become a perfect sales and customer management tool for a Jewelry store to manage contacts, schedule clock repair visits, and complete billling and accept payment on site. I also support it for several network marketing small business clients. I believe in time it could even scale to medium businesses whose webs are hosted on shared platforms. After 3 years of using it, I am impressed by the level of support we get for the Enterprise License. It comes at a fraction of the cost for SalesForce.com or Oracle Siebel CRM (both of which I have used and managed extensively in large enterprises. They are superior for medium to large businesses “out of the box”). If you’re a small business with a CRM savy WordPress tech support person on staff or on contract, I recommend giving Jetpack CRM a try.

• This topic was modified 1 year, 8 months ago by randym56.

Rating: 5 stars

We had a minor issue on the contact list but this was swiftly solved by the Jetpack Support Team. Thanks!