Pressio CRM

You started your business to do great work — not to wrestle with spreadsheets or pay $50 a month for a CRM you barely use.

Pressio CRM is a complete, pipeline-first CRM that runs inside your WordPress dashboard. Add contacts, track deals on a drag-and-drop kanban board, send emails, manage follow-up tasks, and see your sales at a glance — all without leaving your site or sending your customer data to someone else’s server.

The free version is not a demo. There are no contact limits, no deal limits, no nag screens, and no time trials. It is a real CRM for real businesses.

Features (all free, all included)

• Visual deal pipeline — Drag-and-drop kanban board. Move deals through stages with a click. See total deal value per stage at a glance.

• Full contact management — Create, search, filter, tag, and organize contacts. Bulk actions, CSV import, and CSV export included.

• HTML email sending — Write and send emails directly from each contact record. Merge tags, a visual editor, email branding settings, and full email history per contact.

• Task management — Create tasks tied to contacts or deals. Set due dates and priorities. Overdue alerts keep you on top of follow-ups.

• Activity timeline — Every interaction is auto-logged: stage changes, emails sent, notes added, tasks completed. View the full story of any contact in one scroll.

• Dashboard — Total contacts, open deals, tasks due today, revenue stats. Pipeline funnel chart and recent activity feed give you a daily snapshot.

• Reports — Deal, contact, and activity trends over 30 days, 90 days, or 12 months. Know what’s working without exporting anything.

• Form integrations — Contact Form 7, WPForms, Fluent Forms — Website form submissions automatically create contacts in your CRM. Map any form field to any contact field — no code required.

• Color-coded tags — Organize contacts your way. Assign multiple tags, filter by tag, and see tags at a glance in every list.

• Onboarding wizard — Set up your company name, pipeline stages, and first contact in under 2 minutes.

• Modern interface — Vue-powered single-page app inside WordPress. Fast, responsive, and clean — no page reloads.

Why Pressio CRM instead of a SaaS CRM?

• Your data stays on your server. Customer names, emails, deal values, and notes never leave your WordPress database. No third-party access. Export everything anytime.

• No monthly fees. The free version is a complete CRM. You do not need to pay to start using it or to keep using it.

• Pipeline-first design. Most WordPress CRMs treat deals as an afterthought. Pressio CRM puts your sales pipeline front and center with a real kanban board.

• Works with your existing site. Contact Form 7, WPForms, and Fluent Forms submissions flow straight into your CRM. Your leads are captured where they arrive.

• Fast, modern interface. No page reloads, no loading spinners on every click. The Vue-powered interface feels like a standalone web app, not a WordPress admin page from 2012.

Who is Pressio CRM for?

Pressio CRM is built for solo operators, freelancers, consultants, small agencies, and service businesses running WordPress. If you are tracking leads in a spreadsheet, juggling sticky notes for follow-ups, or paying for a SaaS CRM that is 90% features you never use — this plugin replaces all of that.

Pressio CRM Pro

Need more power as your business grows? Pressio CRM Pro adds:

• Unlimited pipelines — Track multiple sales processes, departments, or project types

• Email sequences and automation — Drip campaigns and trigger-based workflows

• Custom fields UI — Add any field you need to contacts and deals

• Advanced reporting and analytics — Revenue forecasting, conversion rates, stage duration

• Priority support — Direct access to the team that builds the plugin

The free version is not crippled. Pro is for teams and businesses that have outgrown a single pipeline.

Source Code

The full source code for this plugin, including all uncompiled Vue 3 / JavaScript source files, is publicly available on GitHub:

com/pressiocrm/pressio-crm

The repository’s src/ directory contains all human-readable Vue components, Pinia stores, composables, and JavaScript source files that are compiled into the build/ directory shipped with this plugin.

To rebuild the frontend assets from source:

• Install Node dependencies: npm install

• Production build: npm run build

• Development build with HMR: npm run dev

Build tool: Vite. js. css.

Third-party libraries used in the build:

com/vuejs/core

com/vuejs/pinia

com/vuejs/router

com/Alfred-Skyblue/vue-draggable-plus

com/vueuse/vueuse

com/WordPress/gutenberg