Jetpack CRM is customer relationship software that helps to organize and track customer information and interactions. It integrates with WordPress and you can use it inside the WordPress dashboard.
The software lets you host all your data. You have more control over it, and you never have to deal with third parties. This helps reduce the risk of data breaches. You can assign specific permissions to users making it even more secure.
Jetpack CRM has the core features that you need to manage customer relationships. You get a client portal and a dashboard where you can view customer contacts and interactions.
It provides forms to capture leads, a task manager and transaction tracker. You can send quotes and invoices from within the software.
These modules are not fixed. You can add or remove them as desired to create a CRM tool that works for your business.