Feature Requests
The features on this page have all been requested by the community.
We cannot promise if or when a specific feature will be implemented, nor if it will be part of the core plugin or as a paid extension, but we promise to take all requests seriously when we do internal roadmapping.
Would you like to have one and can’t find what you’re looking for on the list?
Email Inbox
Communication is key. Email Inbox aims to connect Jetpack CRM with a WordPress driven email solution. The Email Inbox product will allow you to manage incoming customer emails and link directly into Jetpack CRM contact info.
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Lead Tracking
This extension will track which pages your contact has visited on your website and store them into their Activity Log
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Electronic Signature
Add the ability for contacts to be signed electronically from the Client Portal (e.g quotes)
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Calendar Pro
Calendar Pro enhances your CRM Task Calendar by allowing you to connect Google Calendar or Microsoft Calendars
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Pipelines
Track opportunities through your CRM and see your Sales in the Pipeline. Move opportunities down the pipeline with a drag and drop kanban style board.
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CRM Sites and Teams
Allow you to setup and manage additional CRM instances from the same website. Create and manage teams within a CRM (e.g. Sales Manager 1 -> Sales Team 1, Sales Manager 2 -> Team 2) includes strict ownership options (i.e. Team Member 1 can only see their own contacts and not other team members)
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Intuit Quickbooks
Connect your Jetpack CRM to QuickBooks to view your QuickBooks information for your contact
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SMS Campaigns
Send out SMS (and Whatsapp/Telegram) messages in campaign-style wizard or via sequences.
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Tawk To
Tawk to is a free chat solution for your website. We love its simplicity. Making sure your chat leads are added to your CRM is what this extension aims to achieve
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Facebook Adverts Lead Integration
This extension would integrate with Facebook Adverts and allow you to capture leads coming from your facebook ads.
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Quotes Pro
Add additional functionality to Quotes to be able to embed Invoices into the Quote so that quotes can be accepted and invoices generated from the quote easily
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Visitors
Collect visitors into your CRM ('pre-lead'). When an email is collected it attributes the visitor information (site browsing history) to a Jetpack CRM lead. Useful for seeing lead capture effectiveness of your website.
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Gmail
Capture your contacts from your gmail inbox. Discover hidden contacts locked away inside your gmail history
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PBX integration
This extension would integrate with a popular PBX (phone box exchange) to bring up the contacts details when a call is received.
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Map My Contacts
This extension would add a searchable map page where your contact list will be displayed based on their address location. Ability to refine search area based on inputted location.
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Sources
Capture additional information when a lead is added. Such as referring website. UTM parameters etc. Allowing you to see the effectiveness of your campagins and outreach
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Expenses
Expenses module would allow you to keep a record of your expenses against your contacts in your CRM. Useful if you run a client service business (and incur business expenses related to clients)
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Square Connector
Connects your Jetpack CRM with your Square data. Import and see your Square transactions in your CRM
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Lead Scoring
Related to Lead Tracking. Be able to setup rules to score leads based on their activity. e.g. visiting Pricing Page equals lead score + 10 points.
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Google Forms Sync
Integration with Google Forms. Sync your form responses onto your contacts, as logs.
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Slack
Be notifed via slack about activity in your Jetpack CRM. Be notified on new transactions, new leads. Fully integrated with the Automations extension.
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3CX Live Chat, (previously WP Live Chat)
3CX Live Chat, (Previously WP Live Chat), is chat plugin that runs on WordPress. Similar to tawk.to this lets you offer live chat support to your visitors
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Ninja Forms
Ninja Forms is a popular WordPress Form plugin. This extension would allow you to connect your Ninja Form to Jetpack CRM and capture lead information from your Ninja Form.
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Authorize.net integration
This extension would integrate with Authorize.net for payments
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QR Code Generator
Generate QR codes for Jetpack CRM. Scan a Jetpack CRM QR code to capture a contact into your CRM with a particular tag
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Drip Integration
Drip integration enables you to send smart, targeted email drip campaigns based on the data that you have in Jetpack CRM. Using Jetpack CRM and Drip you can send more personal, well timed email drip campaigns to your users.
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Loyalty Card System
For offline business allow the use of Loyalty Cards / Loyalty code so that when a card is used it recognises the contact in the CRM and builds up the activity and adds loyalty points when the card is used.
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Project Panarama Integration
Integration with Project Panarama WordPress Project Management plugin.
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iDeal Payment
Add iDeal as a payment gateway for Invoicing Pro (https://www.ideal.nl/en/)
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Integromat integration
Add an Integromat integration so that you can add contacts, companies, tags etc. into Jetpack CRM via Integromat
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Active Campaign
Integration with Active Campaign. Send New Contact Information. Send Tags. Send Transaction data.
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2 Checkout Integration
This extension would give a 2Checkout payment option on Invoicing Pro.
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TextMarketer.co.uk
Integrate with TextMarketer.co.uk to send out SMS to your contacts. (We do already have Twilio Connect which will do this via Twilio, included in our CRM Bundles)
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airline