Bit CRM

Bit CRM is a sales-first CRM plugin for WordPress that runs the whole lead-to-invoice journey — leads, contacts, companies, deals, products, invoices, payments and a client portal — inside your own site, with native WooCommerce sync and a built-in MCP server for AI tools like ChatGPT and Claude. It launched in August 2026 on a 50% off early-bird lifetime deal from $149.

What is Bit CRM?

Bit CRM is a WordPress-native sales CRM from Bit Apps, the Bangladesh-based team behind Bit Form, Bit Integrations and Bit Flows (20M+ downloads, 80,000+ businesses, and 4.9/5-rated sibling plugins on WordPress.org). It launched August 3, 2026 with six connected modules — Leads, Contacts, Companies, Deals, Products and Invoices — designed so a form submission or synced WooCommerce order can flow through qualification, a Kanban deal pipeline, a product-priced invoice, and a partial-payment through WooCommerce checkout without ever leaving your own site. On top of that core it packs engagement tools (tasks, calls, meetings, IMAP email history, notes, attachments), a visual workflow builder with conditions and delays, a white-label client portal with per-record permissions, multi-currency, role-based access, CSV import/export, and — the headline differentiator — a built-in MCP Server exposing 57 tools so ChatGPT, Claude, Gemini and Cursor can query and update CRM records over natural language. The early-bird lifetime deal (50% off until August 31, 2026) prices every feature into every tier: $149 one-time for 1 site, $249 for 5 sites, $299 for unlimited sites, with a 14-day refund. The honest caveat is that it is a week old: no independent user reviews exist yet, and Bit Apps itself concedes it is one-pipeline-only, manually multi-currency, and not an email-marketing, inventory or accounting system. Third-party WordPress roundups already rate it the top sales-focused CRM plugin for 2026, and the vendor openly ships real AI/MCP capability rather than slapping an "AI" badge on it.

Key Features

• 6 connected sales modules — Leads, Contacts, Companies, Deals, Products and Invoices built around a single lead-to-payment flow
• Kanban & list deal pipeline — unlimited custom stages, owners, probabilities and drag-and-drop deal movement
• Built-in MCP Server — 57 tools that let ChatGPT, Claude, Gemini and Cursor find, summarize, create and update CRM records with natural language
• WooCommerce sync — customers become Contacts, products become deal/invoice line items, and invoice payments flow through your existing WooCommerce checkout
• Invoice builder — taxes, discounts, line items, partial payments with minimum amounts, PDF, email delivery and public links
• Client portal — a white-label dashboard where each client sees only the deals, invoices, meetings and notes you permit
• Visual workflow builder — triggers, if/else conditions, delays and actions (emails, tasks, field updates, webhooks) with execution logs
• Engagement tools — tasks, calls, meetings, IMAP email history, notes, attachments, tags, activity timeline and role-based permissions, all included

Who is it for?

• WooCommerce stores doing negotiated, wholesale or salesperson-assisted orders
• Agencies and freelancers managing proposals, deposits and milestone payments through invoices
• B2B teams that need separate company and contact records with multi-decision-maker tracking
• WordPress business owners who want their CRM data on their own server with a one-time price instead of per-user SaaS fees
• Anyone already in the Bit Apps ecosystem (Bit Form, Bit Flows, Bit Integrations) who wants sales features to match their automation

Who is it NOT for?

• Teams that need multiple separate pipelines for different products, teams or regions
• Businesses whose primary need is email marketing, newsletters, campaigns or engagement scoring
• Global sellers who need automatic live currency conversion
• Operations needing real inventory tracking, accounting, telephony or call recording built in
• Users who prefer managed cloud hosting and automatic backups over self-hosting their customer data