Drag-and-drop that works
Drag a deal from "Proposal" to "Negotiation." It moves. The stage updates. The activity logs. No refresh. No saving. No confirmation modal.
Everything included free
Every feature a small business CRM needs.
None it doesn't.
No feature tiers. No "unlock with Pro" banners. No artificial limits. The free plugin is a complete CRM — because a crippled free tier helps no one.
Pipeline
A real kanban board. Not a list with a 'Stage' column.
Most WordPress CRM plugins have a pipeline view that's really just a table filtered by status. Pressio CRM has an actual kanban board — columns per stage, cards you can drag between them, deal values summed at the top of each column.
Deal cards with context
Every card shows: contact name, deal title, value, expected close date, and stage type (open, won, lost). See everything without opening the deal.
Stage totals
The top of each column shows deal count and total value. See $47,000 in Negotiation at a glance. No spreadsheet formula required.
Fully customizable stages
Add, rename, reorder, and color-code stages. Mark a stage as Won or Lost. Default stages: Lead → Contacted → Proposal → Negotiation → Won → Lost.
Add deals without leaving the board
Click "Add Deal" in any column. Fill in title, contact, value, and close date. Save. The card appears. Board stays open.
One pipeline (free) / Multiple (Pro)
Free: one fully customizable pipeline. Pro: unlimited pipelines for Sales, Partnerships, Recruiting, or whatever your business runs.
Contacts & Tags
Every contact. Fully searchable. Always organized.
A CRM lives or dies on its contact management. Pressio CRM's contact list is fast, filterable, and designed to handle hundreds of contacts without making you scroll through pages of results.
Instant search
Type in the search bar. Results filter as you type — no page reload, no waiting. Search across name, email, company, and phone simultaneously.
Filter by tag, status, or source
Show only contacts tagged "Hot Lead." Show only contacts from Contact Form 7. Filter combinations stack.
Color-coded tags
Create tags with custom colors. Assign multiple tags per contact. Tags are visible on the contact list row. Filter the list by any tag in one click.
Complete contact profiles
Name, email, phone, company, job title, address, source, status, notes, tags, linked deals, and linked tasks — all on one screen.
CSV import
Upload a CSV from your old spreadsheet or any CRM. The importer maps your columns to CRM fields. Choose how to handle duplicates — update or skip.
Bulk actions
Select multiple contacts. Bulk-tag, bulk-delete, or bulk-assign in one action. Works with filtered views — filter, select all, bulk-tag.
Activity Timeline
The full story of every contact. Written automatically.
Every contact has a timeline — a chronological record of everything that happened with them. Stage changes, emails sent, tasks completed, notes added. All logged automatically.
Auto-logged events
- ✓ Deal stage changed — from what, to what, when
- ✓ Email sent — subject and timestamp
- ✓ Task created and completed
- ✓ Contact created — source and method
- ✓ Deal created and linked
- ✓ Note added
Manual notes with rich text
Add notes inline on the timeline. Bold, italic, bullets — basic rich text without the bloat. Notes appear in context with auto-logged events, not in a separate tab.
Chronological, most recent first
The latest thing that happened is at the top. Scroll down for history. Nothing is hidden behind tabs.
Linked to deals
If a contact has multiple linked deals, their activity appears in the contact timeline too. You see the full picture — not just one deal in isolation.
Send email from the contact record. Stop switching apps.
Open a contact. Click Compose. Write your email. Send. The email lands in their inbox, logs to the contact timeline, and stores the full body in the contact record permanently.
Visual email editor
WYSIWYG editor with bold, italic, links, and bullet lists. Write emails that look like emails — not plain text in a textarea.
Merge tags
Insert {{first_name}}, {{last_name}}, {{company}}, {{site_name}}, and more. Merge tags resolve to the contact's data at send time.
Branded emails
Set your company name, logo, accent color, and footer text once in Settings. Every email you send carries your branding automatically.
Full email history per contact
Every email ever sent to a contact is stored: subject, body, date, and status. Scroll back through years of correspondence without opening Gmail.
Works with your SMTP setup
Pressio CRM uses wp_mail() — which respects whatever SMTP plugin you have. WP Mail SMTP, FluentSMTP, Postmark, SendGrid — it uses what's already working.
Send status tracking
Know if the email was delivered or failed. Failed emails show an error message. No silent failures.
Tasks
Every follow-up accounted for. Nothing falls through.
A task in Pressio CRM is always tied to something real — a contact, a deal, or both. It has a type, a priority, and a due date. Complete it with one click.
Task types
Call, email, meeting, follow-up, or generic task. The type appears as an icon on the task list so you see at a glance what kind of action is needed.
Priority levels
Low, medium, high. High-priority tasks surface first. Useful when you have 20 tasks due today and need to know which three actually matter.
Due dates with overdue alerts
Overdue tasks are highlighted in red on the task list and counted separately on the dashboard. You can't miss them.
Linked to contacts and deals
Every task is tied to a contact, a deal, or both. From the contact profile you see all their tasks. From the deal card you see tasks linked to that deal.
Completion auto-logged
Mark a task complete. It disappears from the active list and a "Task completed" event logs to the contact's activity timeline automatically.
Filter by status, type, contact, or deal
View all overdue tasks. View all calls due this week. View all tasks linked to a specific deal. Filters stack.
Dashboard
Ten seconds to know where your business stands.
The Pressio CRM dashboard shows five numbers, a pipeline funnel chart, and a live activity feed. Open it. Know what to do today.
1
Total contacts
Your total database size.
2
Open deals
Active opportunities in your pipeline.
3
Pipeline value
Combined value of all open deals.
4
Tasks due today
What needs to happen today.
5
Deals won this month
Revenue closed in the current calendar month.
Pipeline funnel chart
A visual funnel showing deal count and total value per stage. See immediately where deals are piling up. A big number in Negotiation and nothing won tells you something.
Recent activity feed
The last 20 events across all contacts and deals — new contacts created, deals moved, emails sent, tasks completed. A live pulse on what's happening in your business.
Form integrations — free, both of them
Your website forms are already capturing leads. The CRM should know.
Most CRM plugins charge for form integrations or require Zapier middleware. Pressio CRM includes Contact Form 7 and Fluent Forms integration in the free plugin.
Contact Form 7
Install Pressio CRM. A new tab appears in CF7. Turn it on.
Map your form fields to CRM fields. Save. Every future submission creates or updates a contact automatically.
- ✓ Per-form toggle — connect only the forms you choose
- ✓ Full field mapping (name, email, phone, company, notes)
- ✓ Duplicate handling: update existing or create new
- ✓ Pipeline stage assignment for new contacts
- ✓ Auto-logged: "Created from CF7 form: [Form Name]"
Fluent Forms
Same capability. Configure from inside Fluent Forms.
Every feature of the CF7 integration is replicated for Fluent Forms. The field mapping UI appears in the Fluent Forms settings — you configure it where you already configure your forms.
- ✓ Per-form toggle
- ✓ Full field mapping
- ✓ Duplicate handling
- ✓ Pipeline stage assignment
- ✓ Auto-logged source on contact timeline
Why this matters: A visitor fills out your contact form. Without CRM integration: that lead goes into your email inbox. You forward it to yourself. You add them to a spreadsheet. You maybe follow up. With Pressio CRM: that visitor becomes a contact record in under a second — tagged, sourced, and in your pipeline.
Data & Settings
Your data, your rules. Always.
Pressio CRM is built on the premise that your customer data belongs to you — unconditionally. Import without friction, export without fees, clean uninstall that leaves nothing behind.
CSV import
Upload any CSV. Map columns with a drag-and-drop mapper. Preview 5 rows before importing. Works with exports from HubSpot, Mailchimp, Pipedrive, Google Sheets, Airtable.
CSV export (always free)
Download all contacts to CSV any time. No support ticket. No "export credits." No waiting. Your data is immediately portable.
Email branding
Upload your logo. Set your accent color and footer text. Every email sent from Pressio CRM carries these settings. Set once, apply everywhere.
Pipeline settings
Add, rename, reorder, and color-code pipeline stages from a single settings screen. Manage the default pipeline and (in Pro) multiple pipelines.
Integration settings
Configure CF7 and Fluent Forms integrations per form. Toggle integrations on/off without deleting configuration.
Clean uninstall
Remove Pressio CRM and it cleans up after itself. Every database table dropped. Every option deleted. Every capability removed. Zero residue.
Under the hood
Built right. Runs fast. Plays nice.
Custom database tables — not post types
Contacts, deals, tasks, and activities are stored in custom database tables — significantly faster for the queries a CRM runs. Indexes exactly where needed. No post_meta overhead.
Vue 3 single-page app
The interface is a Vue 3 SPA mounted inside WordPress admin. After the first load, navigating between contacts, pipeline, and tasks involves no page reloads. Pinia for state. Vite for build.
REST API first
All data flows through a versioned REST API (pressio-crm/v1). Every endpoint validates capabilities, sanitizes input, and escapes output. The same API the frontend uses is available to Pro add-ons.
No frontend footprint
Pressio CRM assets load only on Pressio CRM admin pages. Your site's frontend — the part visitors see — is completely unaffected. Zero performance impact on public pages.
Hook-driven extensibility
Every significant action fires a WordPress hook: pressio_crm_contact_created, pressio_crm_deal_stage_changed, pressio_crm_deal_won, and more. Developers extend without touching core files.
GPL licensed
Released under the GPL v2 or later. Full source code — including uncompiled Vue components — is available on GitHub. No obfuscation.
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