Features for Success

Take a look at Zero BS CRM's Refined & Effective CRM Features

CRM Features |

An Entrepreneur's CRM...

We started this journey with a need. We needed a CRM with modern features which would help us make the most of our contact relationships.

We tried other CRMs, but they were overcomplex and expensive. We set about building a true entrepreneurs' CRM. Zero BS CRM is that CRM.

Modern. Lean. Built for Entrepreneurs.

All of your contacts in one place. Easy to manage, easy to action. Never lose another lead, and turn customers into advocates!

CRM Contact List

Zero BS CRM is the Entrepreneurs DIY Hacker CRM

You know your business.

Zero BS CRM is the original DIY CRM. You pick the features you really need to grow.

Your Business at a glance

Keep track of important metrics. Never lose a lead.

The hub of your thriving business. Keep on top of leads as they're added to your CRM. Manage your sales funnel and see your revenue at a glance.

CRM Dashboard - View your financials at a glance
Zero BS CRM Invoicing - available with PDF Invoices, Proposals and Transactions

Quotes, Invoices & Transactions

Write & send proposals from within the CRM. Invoice & get paid directly. Track transactions per-contact or Company. Zero BS CRM has awesome built-in tools to make the whole workflow easy.

Contact Centric CRM

Turn Leads into Customers, Customers into Clients

People are central to any business. Zero BS CRM keeps your contacts at the middle of everything. It builds up detailed activity profiles enabling you to better serve existing customers, as well as leveraging your data to help find new customers.

Zero BS CRM is built around Contacts, with many use-as-you-need extensions, such as the Client Portal or Invoicing Pro.


Why would you self-host your own CRM using WordPress?


You own your own data. No leaving it in the hands of a third party provider, who are vulnearble to breaches.


We do not impose any per user, per month limits. Our pricing is based on a "per install" basis. Have as many contacts in your CRM as you need, managed by a team size of your choice.


Zero BS CRM runs on your server. You control the security and access through user roles and permissions. Want extra security? Zero BS CRM is compatible with any security plugins (such as WordFence).

Zero BS CRM Feature List

Zero BS CRM Features

Our key principle is to deliver highly-effective, no-nonsense tools for Entrepreneurs.
We develop this CRM week-in week-out for hacker-entrepreneurs.
Dig into the various areas of ZBS CRM below to see this in action:

V3.0 Released - New Features

The latest version of ZBS CRM brings many benefits and several new features:

  • Faster throughout
  • Easily Extendable (Custom CRM Objects coming soon!)
  • Consistent & Improved UI
  • Tax Tables & Better Invoicing
  • Improved Exports
  • Improved Database for new API in v3.1

Read about our big v3.0 update

Zero BS CRM - The no nonsense CRM


Save $$$ by grabbing one of our CRM bundles:

Buying all 20+ of our extensions would run into the thousands. We've put these bundles together for entrepreneurs ready to power up their CRM game.

Best Choice: Entrepreneur's Bundle (access to the lot).

See the Bundles

Full Feature List

Here's the full list of all of the Zero BS CRM features. You can click each feature to see a detailed explanation and screenshots, and when you're ready for more, feel free to browse the Extensions.


Power up with our Entrepreneur's Bundle and pick and choose just what you need.


Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates


All CRM extensions, Priority Support


per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns


Everything in Entrepreneur + Mail Campaigns


per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates


Everything in Elite +10 licenses and white-label


per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
30 day money back guarantee30 day Money back guarantee on all purchases.
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

Compare ZBS CRM to Other CRMs

To make your life easier, we've compiled all the features of Zero BS CRM and put them into this handy comparison table. We've compared the CRM to the top CRM's currently available for WordPress.

  • Available
  • Coming Soon
  • Paid Extension
  • Unavailable
Self Hosted
Stand Alone CRM
Simple to use
Welcome Wizard
Welcome Page
Modularised Features
Default Fields (Name, Address, etc)
Add Custom Fields
Customer Tags
Customer Search
Standalone CRM Customers
Add/Edit Statuses (Lead, Customer, etc)
Delete Default Fields
Attach Files
Segment Contacts
Sync with PayPal, Stripe, WorldPay & More
Quotes (Proposals)
Quotes for Customers
Quote Templates
Online Quote Acceptance
Quote to Invoice
Itemised Invoices
Download Invoice as PDF
Email Invoice as HTML
Partial Payment
Invoice Templates
Power Tools (Export)
Pay online with PayPal
Pay online with Stripe
Recurring Invoices
Additional Payment Gateways
Client Portal
Allow clients to access their own area
Accept Quotes via Client Portal
Pay Invoices via Client Portal
Share files with clients
Assign Transaction to Invoices
Log Incoming Transactions
Transaction Tags
Log Outgoing Transactions
Data Tools
Import CSV
Export CSV
Team CRM
Overall Admin
Custom Team Roles
Custom Roles for Customers
B2B Sales
Enable B2B Mode
Create Companies
Assign Contacts to Companies
Assign Transactions to Companies
Lead Generation and Management
Lead Generation Forms
Conversion rate tracking
Gravity Forms Integration
Contact Form 7 Integration
Lead Automations
Individual Customer Activity Log
Summary Dashboard
Sales Reports
Growth Reports
Average Revenue Per Customer
New Customers Per Period
Email Options
Email a contact directly
Send Targeted Emails
Send Group Emails (Mail Campaigns)
Emails sent individually (not bulk 'to')
Setup Custom SMTP Delivery Routes
Customisable Email Templates
Enable/Disable System Emails
Automatic Open Tracking
API & Developer Support
Connect other services to the CRM
API Connector Plugin
GitHub/Code Examples
Zapier Integration (connect hundreds of apps)
PayPal Integration
Stripe Integration
WooCommerce Integration
Mobile Ready
iPhone App
Android App
Multi-language, Translations, & Localised
Use the CRM in your own language