Pressio CRM
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Free WordPress CRM Plugin

Your CRM should live where your business lives.

Pressio CRM puts a full sales pipeline inside your WordPress dashboard. Contacts, deals, tasks, and email — all in one place, all on your server, free.

★★★★★ on WordPress.org · No account required · GPL licensed · Your data, your server

Pipeline preview

Contacted

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$8,500 · Close: Jun 12

Proposal

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Negotiation

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$5,200 · Close: Jun 25

Won

Dawson Consulting Package

$3,000 · Closed

Works with the tools you already use: Contact Form 7 · Fluent Forms · WP Mail SMTP · FluentSMTP · Any WordPress theme

Sound familiar?

Managing leads in a spreadsheet is free. Until it costs you a deal.

The spreadsheet was never a CRM. It was just the least bad option — until there was a better one.

Deals fall through the cracks

No pipeline view means no visibility. Leads get buried in rows and forgotten.

Every follow-up is manual

No reminders and no timeline means your memory becomes the system.

Your team can’t see what you see

Spreadsheets in different inboxes and drives create broken context and missed handoffs.

Introducing Pressio CRM

A real CRM. Inside WordPress. Zero monthly fee.

Install in 30 seconds. Set up in 2 minutes. Never lose a lead again.

Pipeline

See every deal. Move any deal. Know where everything stands.

A real drag-and-drop kanban board with stage totals, expected close dates, and won/lost stage types.

  • ✓ Drag and drop between any stage instantly
  • ✓ Stage totals for deal count and value
  • ✓ Won/Lost stage indicators
  • ✓ Add deals directly from the board

Contacts

Every person. Every detail. Every conversation. One place.

Search, tags, source tracking, and CSV import/export with bulk actions built in.

  • ✓ Instant search and filtering
  • ✓ Color-coded tags and source tracking
  • ✓ CSV import with column mapping
  • ✓ Bulk actions for fast cleanup

Activity Timeline

The full story of every contact. Written automatically.

Stage changes, tasks, notes, and emails are captured in one timeline with timestamps.

  • ✓ Auto-logged stage changes and emails
  • ✓ Manual rich text notes
  • ✓ Linked deals and tasks in context
  • ✓ No manual history maintenance

Email + Tasks

Follow-up without switching apps.

Send branded emails from contact records and tie every task to a contact or deal.

  • ✓ Visual email composer with merge tags
  • ✓ Full per-contact email history
  • ✓ Task priority and due dates
  • ✓ Overdue and due-today visibility

Your data. Your server.

You chose WordPress because you want to own your website. Own your CRM too.

Your server, your rules

Pressio CRM runs inside your site. No external sync required.

Export anytime, for free

CSV export is built in. No support ticket and no data hostage fees.

Clean uninstall

Remove the plugin and it cleans up after itself with zero residue.

How it compares

Honest comparison. No marketing tricks.

Feature Pressio CRM Free HubSpot Starter Pipedrive Essentials
Monthly cost $0 $20/seat $15/seat
Contact limit Unlimited 1,000 marketing contacts Unlimited
CF7 + Fluent Forms integration Included free Paid/limited path Typically via middleware
Data location Your server HubSpot servers Pipedrive servers
Built into WordPress admin Yes No No

Built for people like you

“I was paying for HubSpot and using maybe 10% of it. Pressio CRM gave me exactly what I needed with no monthly fee.”
Independent consultant
“Our CF7 forms flow straight into the CRM now. We deleted our Zapier flow and got better data quality at the same time.”
Small agency owner
“I moved from a spreadsheet in one afternoon. The pipeline board and activity timeline changed our follow-up discipline.”
Business coach

Getting started

Up and running in under 3 minutes.

Install from WordPress.org, complete the quick setup wizard, and start tracking real leads.

  1. Step 1

    Install from WordPress.org

    Plugins → Add New → search “Pressio CRM”.

  2. Step 2

    Complete setup wizard

    Set company, currency, and default pipeline stages.

  3. Step 3

    Add your first contacts

    Import CSV, connect forms, or add manually.

Pricing

Free for most. Pro when you need more.

The free plugin is complete for one pipeline. Pro adds multiple pipelines and automation.

Free

$0 / forever

  • ✓ Unlimited contacts and deals
  • ✓ Pipeline kanban board
  • ✓ Tasks, timeline, email sending
  • ✓ CF7 + Fluent Forms integration
  • ✓ CSV import and export
Install Free

Pro

From $X / year

  • ✓ Unlimited pipelines
  • ✓ Email sequences and automation
  • ✓ Custom fields for contacts and deals
  • ✓ Advanced reporting and forecasting
  • ✓ Priority support
See full pricing breakdown →

FAQ

Common questions.

Is the free version actually free? +

Yes. No trial period, no contact limits, no deal limits, no nag screens. The one limit is one pipeline. Everything else is fully functional, forever.

Does it work with my contact forms? +

Contact Form 7 and Fluent Forms integrations are included free. When someone submits a connected form, Pressio CRM creates the contact automatically — no Zapier, no manual entry.

Where is my data stored? +

In your own WordPress database, on your server. We have no access to it. It never touches an external service.

Will it slow down my site? +

No. Pressio CRM assets load only on Pressio CRM admin pages. Your public-facing frontend is completely unaffected.

What's the difference between free and Pro? +

Free is a complete CRM for one pipeline. Pro adds unlimited pipelines, email sequences, custom fields, and advanced reporting. Most businesses never need Pro.

Can I import my existing contacts? +

Yes. CSV import is built into the free plugin. Upload your spreadsheet or any CRM export, map your columns, and import. Takes about 15 minutes for most contact lists.

Your leads are already coming in. Start keeping track of them.

Pressio CRM closes the gap between your form submissions and real follow-up. Free. Inside WordPress. In your next 3 minutes.

GPL licensed · No account required · No monthly fees · Your data stays on your server