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Zero BS WordPress CRM

The simplest CRM for WordPress. Easily self-host your own Customer Relationship Manager using WP...For Free!

Zero BS is the best no-nonsense CRM for WordPress.

Every business earns more money when they use a (good) CRM, and you can too. ZBS is the simplist & quickest way to manage your customer relationships toward more profit, and happier business relations. Oh, and it's free!

Zero Bullsh*t Benefits:

  1. Simple & Practical: Usable features that improve customer relationships
  2. Fully 'yours': Install it on your WordPress. You hold the keys
  3. Free: No monthly fees. No giant price-ticket. Good value extensions are optional

Download or Try Zero BS CRM

Watch a Full Walkthrough of Zero BS CRM

Who's already using Zero BS CRM?

We started building this for ourselves. Then our friends. Then our early adopters. We're still building Zero BS, refining it, adding value, but now it's good & stable. We've hundreds of everyday users, lean & keen business people who value practical tools; users like you! (Users across all ranges of business.)

Common users of ZBSCRM:

  1. eCommerce sites (We integrate with WooCommerce and PayPal)
  2. Freelancers
  3. Local & Small Biz (startups)

Read our CRM Case Studies

How to get started (Try out this CRM)

From reading this, to understanding ZBS will probably take you 10 minutes. For those familiar with WordPress, less. Zero BS CRM installs in seconds, (with only one or two essential settings), and is as easy to use as WordPress itself. Adding a customer is straightforward. Creating a quote, or invoice, even simpler. Give it a go, you'll see!

Steps to competence with ZBSCRM:

  1. Download & Install the plugin
  2. Check the Settings page
  3. Add a customer

We've even made you a quick video guide on adding your first customer, if you prefer to learn in that format (watch it here, or scroll down for more of our video tutorials!)

Adding your first customer

...believe us, it really is that easy. And for starters, that's all you need a CRM to be. Easy. Easy CRM's get used. Easy CRM's make your customer data work for you, they don't need to be super-complex. Need a helping hand? No worries. Just ask here

Free, but supported

Did we already tell you this is free? Well it is. We support ZBS, (update it, fix it, love it, refine it), because we use it ourselves. But also, this lovely community around WordPress deserves some appreciation, so this is our gift to you. The world is full of people seeking to take your cash, but small biz and WordPress people deserve an easier start. We give this to you because life's too short to use overcomplex expensive software from the get go. Maybe there's a time for that, we're not sure, but for most companies, simple & practical is the winning combo.

So that's the story. Zero BS CRM is free. Totally. There's some extensions we sell, stuff like 'mail campaigns', but they're relatively cheap, ($49 for life). We're not hoping to get megarich from this, we just want to build good stuff for good people, and maybe have some beers!

To that end we'll keep this updated, if you keep this cool. Throw us suggestions, grab an extension, use ZBS to make your businesses better. Tell people. We're here for win-win business :)

P.S. When you do need support, just use this page

Updates for Life

See at the top it says 'last updated' - I bet we updated fairly recently, eh? But guess what? We're not adding useless features to slow down your CRM. We only add much-requested simple & practical features. If anything, our updates are often refinements, improving our existing CRM functionality until it's the best it can possibly be.

Made by Professionals

We've been here a while. Between us we've probably built WordPress things that've been downloaded over a million times. We've built 50+ plugins, 10+ themes. We make our livelihoods with WordPress.

  • Mike of @EpicPlugins: Chief of Quality, Epic Support, eCommerce knowledge
  • @woodyhayday of StormGate: Lead developer, product hacker, startup knowledge

*And we both use ZBSCRM every day!

Visit ZeroBSCRM.com

Reviews of Zero BS CRM Plugin

We've had some fantastic reviews from our early adopters, and even though we've only been out a short while, we're proud to be featured across some great WordPress blogs.

Here's a few of our latest Reviews and Features:

Featured on:

Optional Extensions (fairly priced mega power ups for your ZBS CRM)

We've built a few super tools for Zero BS, but they're mostly outside of the original plan, so we've seperated them into individual "extensions". These all have some supercharging effect on your ZBS, but none are essential.

View all of the Extensions

Zero BS CRM Extensions:

Try Zero BS CRM Today!

Download or install above, or Download from WordPress.org

Video Tutorials

Check out these quick tutorials on using various elements of this CRM plugin.

Adding your first customer

A tour of the ZBS CRM Sales Dashboard

Importing Customers into ZBS with the CSV importer extension

Importing Customers into ZBS with the PayPal Sync extension

Importing Customers into ZBS with the Woo Commerce Sync extension

Zero BS Customer Relationship Manager: Full feature list

  • Core Features

    • Add and manage Customers, Quotes, Invoices, and Transactions
    • Self-hosted: Because you run ZBS in your WordPress, you keep your data, always
    • Custom fields allow you to record anything you need to against a customer, specific to your business
    • Add & Manage Companies: (New) B2B mode (Manage Contacts at Companies)
    • Tag customers, quotes, invoices, & transactions with your own Tags (easily manage groups of customers)
    • 4 Minute install (or less, if you know WordPress well!)
    • Works well on Mobile Devices!
    • Multi-currency
    • Optional extras such as "Needs a Quote" sections, automated invoice numbering etc.
  • Add/Create/Manage Customers

    • See all of your customer information in one place: Total value, quotes, invoices, transactions
    • Customer records with contact information, photos, files (attachments)
    • Notes/Logs allow you to record interactions, building up a customer story
  • Add/Create/Manage Quotes & Specifications for work
    • Record quotations sent out to customers and manage whether or not each got accepted or rejected
  • Add/Create/Manage Invoices:
    • Log whether invoices are outstanding, paid, part paid etc. as well as all the other crucial invoice details
  • Manage Transations (eCommerce - WooCommerce & PayPal)
    • Record transactions against a customer, (direct sales payments etc.)
    • [with extension] Automatically sync WooCommerce or PayPal sales and customers
  • WordPress Override mode
    • Fully takeover WordPress and make Zero BS CRM a standalone CRM (optional)
    • Brand your CRM with your company name or a customers
    • Turn override mode on or off for ZBS users only, or everyone!
    • Branded login and disabled front-end make this resellable too!
  • CRM User Roles: Easily give users the correct permissions with the following CRM User Roles for WordPress:
    • Customer Manager
    • Quotes Manager
    • Invoice Manager
    • Transaction Manager
    • Full ZBS Admin
  • And always:
    • Zero feature bloat
    • Modern, clean code, designed to perform
    • Works out-of-the-box
    • Regular, free updates
    • Loving, helpful community of hundreds of users, (and growing)
Author Zero BS CRM
Profile
Contributors woodyhayday, mikemayhem3030
Tags contact, contacts, CRM, customer relationship management, employee, hr, hrm, human resource management, job, job listing, jobs, lead, leave management, small business, sme
  1. zero-bs-crm screenshot 1

    Settings Page

  2. zero-bs-crm screenshot 2

    Manage Customers

  3. zero-bs-crm screenshot 3

    New Quote

  4. zero-bs-crm screenshot 4

    New Customer

  1. First make sure you've got WordPress installed somewhere. We like to use crm.yourdomain.com
  2. Install your plugin as below (you probably know how!)
  3. Activate the plugin through the 'Plugins' screen in WordPress
  4. Use the menu to go to the settings page: Zero BS CRM->Settings to configure the plugin (no config required, this is optional, but recommended)

For more documentation, please see: http://docs.zerobscrm.com/documentation/

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search Zero BS CRM
  4. Click install and activate respectively.

Manual Install From WordPress Dashboard

If your server is not connected to the Internet, then you can use this method-

  1. Download the plugin by clicking on the orange button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. Click choose file, select the plugin file and click install

Install Using FTP

If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method-

  1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin

1.2.6 24/01/2017

  • Added: Support for Gravity Forms Integration
  • Improved: Extensions manager now properly shows installed pro extensions and help docs
  • Fixed: Slimline menu now displays forms
  • Read more on CRM update here

1.2.5 19/01/2017

  • Added: Ability to enable/disable Quotes/Quote Builder
  • Added: Ability to enable/disable Invoices/Invoice Builder
  • Added: Ability to choose simple Quote Logger (instead of proposal writing via Quote Builder)
  • Added: Quote Templates
  • Added: Quote Template: ZBS Default Template: Web Design Example
  • Added: Quote Builder Flow
  • Added: Quote Template Writer: Insert tool for placeholders
  • Added: Quote/Proposal Front-end
  • Added: Email Quote/Proposal to client
  • Added: Online accepting for Quotes/Proposals (sign with email)
  • Added: Notification email for quote author when accepted
  • Improved: Styles for Extensions Page
  • Improved: Variable names in Quotes metabox file
  • Improved: Building of Quote Templates
  • Fixed: All ZBS custom post types are now secured from being shown in FE (Thanks for feedback)
  • Fixed: Bug in quotation customer associations
  • Fixed: Outdated config bloat
  • Fixed: lettering issue on some servers (uppercase/lowercase include file names)
  • Fixed: Bug in style enqueing
  • Fixed: Bug causing Welcome Wizard to not display
  • Read about this major CRM update here

1.2.4 29/12/2016

  • Fixed: Bug in Invoicing status
  • Fixed: Front-end exposure of customer titles

1.2.3 15/12/2016

  • Added: Default invoice logo in settings
  • Added: Invoice Status drop down select UI
  • Added: Overdue styling for invoice admin
  • Added: Sweet Alert for displaying JS alert messages
  • Added: CRON integration for clearing auto-drafts
  • Added: Auto-clearance of ZBS CRM type auto-drafts
  • Added: Auto-clearance check to system status page
  • Added: Migration for ~v1.2.3 to v1.2.3 (zbsid proper rollout)
  • Added: Migration logs to System Status Page
  • Improved: CSS for invoices now they are 2 column
  • Improved: "Make Invoice from Quote" now pre-fills send-to email
  • Hardened: Invoice Numbers and Quote Numbers now explicit throughout
  • Bugfix which doubled the invoice total if tax was turned off
  • Bugfix which meant draft invoices were not shown under the 'Manage Invoices' page
  • Fixed: Bug in invoices showing warning
  • Fixed: Bug in export which now properly outputs invoice id's
  • Fixed: Bug in export which now properly outputs quote id's
  • Read about this major CRM update here

1.2.2 06/12/2016

  • Small bugfix for invoice creation

1.2.1 15/11/2016

  • Small bugfix rolling over from 1.2 large update

1.2 15/11/2016

  • Added: New Menu Layout Options (1=Full, 2=Slimline, 3=CRM Only)
  • Added: New CRM Dashboard
  • Added: Country Code Support
  • Added: Customer/Contact Search BETA
  • Added: Filtered exports from the new Customer Search
  • Added: Filter customers by Tag (in Customer Search)
  • Added: Autologging of new transactions (optionally) against customer
  • Added: Transaction Tagging
  • Added: Links to import and 'add new' customer to the Customer Search
  • Improved: Moved import and export menu items under data tools
  • Improved: Fully refactored all Zero BS CRM Code
  • Improved: Security of core code
  • Improved: Added Transaction Integration Functions (JVZoo Support Imminent)
  • Improved: Made Transaction a hard typed object
  • Improved: Invoicing now has post-delete (and pre-cursors to custom actions)
  • Improved: Invoice Building is now responsive
  • Improved: Removed unnecessary menu bar items for Customers, Quotes, Invoices, Transactions, Forms and Mail Campaigns
  • Fixed: Bug in transactions editor with dates
  • Fixed: Bug in transactions editor with customer names
  • Fixed: Bug in transations menu
  • Fixed: Invoicing custom fields removed
  • Fixed: Bug in invoices which hid the partial payments
  • Fixed: Bug in invoices which was causing invoices not to be marked as unpaid
  • Fixed: Bug in invoices which was displaying editable custom fields in preview
  • Fixed: Bug in invoices which was adding on tax when the tax option was unchecked
  • Fixed: Bug in invoices which was deducting a discount when the discount option was unchecked
  • Fixed: Front-end access of customers etc. now redirects to root (rather than a blank page, depending on mode)
  • Extension update: Sales Dashboard now has improved checks against core
  • Read about this major CRM update here

1.1.19 25/10/2016

  • Added: Sortable field orders (re-arrange your customer/company etc. edit pages!)
  • Added: BETA* Basic templating for addresses (via custom fields)
  • Added: System Status page (pre-cursor to better support and future features)
  • Added: Pre-cursors for global address formatting
  • Added: First fix of Transaction list view
  • Added: Company Logs
  • Added: Company External Sources
  • Added: Internal Automator Auto-logging (optional) for new companies
  • Added: Migration routines between versions (first being Company names in 1.1.19)
  • Added: Integration functions for creating Companies
  • Added: Native support for Country in addresses (optional)
  • Added: Countries support to custom field sorts
  • Fixed: Bug in Mail Campaigns with Select by Tag
  • Fixed: PDF Invoices Installer for those on hosts which have hard-disabled ZipArchive (Zlib)
  • Fixed: Bug where new front-end form submissions were not defaulting to "Lead" status
  • Fixed: Bug in transaction edit page
  • Fixed: Bug in customer total values
  • Fixed: Bug in WooSync where State was not copying over
  • Fixed: Bug in Welcome Wizard which showed wrong extensions information
  • Improved: Hid selective PDF Invoicing features for non-users, made it easy to install via 1 click button
  • Improved: Added optimisation to stylesheet loading (performance tweak)
  • Improved: Refactored SCSS and Stylesheets throughout (performance tweak)
  • Improved: Centralised Note/Log Types
  • Improved: Refactored javascript/asset references for performance, minified all js resources
  • Extension Update: WooCommerce Sync now supports companies!
  • Read about our CRM update 1.1.19

1.1.18 11/10/2016

  • Added: PDF Invoicing!
  • Added: Extensions Hub
  • Added: Invoice - Transaction allocations (Part Payments!)
  • Added: Typeahead customer search
  • Added: Typeahead customer listings to quote editing
  • Added: Transactions now editable via admin menu (manual add)
  • Added: logging of form source, (e.g. "New Lead created from submitted form 'A' on page 'B'")
  • Added: logging of forms post creation, (e.g."User filled out form 'A' on an external embedded form")
  • Added: Custom "moved to trash" pages for customers, quotes, invoices and transactions
  • Added: default customer status for imports, lead form completions etc. of "Lead"
  • Added: "Form Filled" type note
  • Added: View customer image in new tab function (& restyled)
  • Added: Bloodhound.js - the start of integrated search
  • Added: several more wrapper functions for getting customer data sets
  • Added: JVZoo external customer type
  • Added: Enable/Disable Powered by link on front end forms
  • Added: Typeahead customer search to transactions
  • Added: Precursors for internal autormator to fire on transaction changes
  • Improved: Forms can now be enabled/disabled (via Extensions Hub)
  • Improved: Custom Fields can now be enabled/disabled (via Extensions Hub)
  • Improved: PDF Invoicing is an optional extra (via Extensions Hub) - keeps ZBS lean for everyone else
  • Improved: PDF invoices restyled first fix
  • Improved: Notes are no longer used for storing customer lead form data, this now gets added as a log
  • Improved: Notes created by ZBS CRM system are not editable
  • Improved: Logs metabox is now responsive, (looks cleaner in right hand bar on customer edit)
  • Improved: Internal Automator (prep for sophisticated workflow creation)
  • Improved: Rearranged ZBS Menu to better highlight extensions
  • Improved: Non-essential extensions, (like PDF invoicing), are now installed via 1-click extension hub
  • Improved: PDF Invoicing cleans up after itself
  • Improved: Removed Post Titles from Transactions
  • Fixed: Logs now display proper timezone-based creation times, taking into account WordPress timezones
  • Fixed: Worked through all WH Later Refinement points & fixed/delayed
  • Fixed: Edit transactions fixed
  • Fixed: PHP Version warning reinstated
  • Fixed: bug where % and $ would not store (invoicing)
  • Fixed: bug where business information would display on one line (invoicing)
  • Fixed: styling bug in all transactions screen
  • Fixed: bug where total customer value would include allocated transactions as well as invoice
  • Fixed: bug with PDF Invoicing settings page
  • Removed: Customer Image repetition (showed up twice on page)
  • Read about our big crm update 1.1.18

1.1.17 - 13/09/2016

  • Added: Customer Lead Forms
  • Added: reCaptcha to Lead Forms
  • Added: 3 x Form variants (simple, naked and content forms)
  • Added: Embed Forms
  • Added: Data tools: Bulk Delete (Delete customers from different sources, in bulk)
  • Added: Export Tools: Export your customers, invoices, quotes, and transactions
  • Updated: CSV Extension plugin (v1.1)
  • Read about our CRM Forms 1.1.17

1.1.16 - 30/08/2016

  • Added: Itemised Invoice Creator (Create + Send Invoices!)
  • Added: First Fix Internal Automator
  • Added: Automatic Logging of: New Customer
  • Added: Automatic Logging of: New Company
  • Added: Automatic Logging of: New Quote
  • Added: Automatic Logging of: New Invoice
  • Improved: Security: Added proper nonce's throughout
  • Fixed: Bug in Invoice list which showed invoice numbers incorrectly
  • Fixed: Bug in Customer Editor which showed invoice numbers incorrectly
  • Read about CRM update 1.1.16

1.1.15 - 25/08/2016

  • Improved: Activity Logs: Corrected Label to show active count

1.1.14 - 16/08/2016

  • Added: Welcome Wizard

1.1.13 - 09/08/2016

  • Added: Logging/Notes: Delete a note (ajax)
  • Improved: Logging styles

1.1.12 - 02/08/2016

  • Added: Logging (Log calls, emails, quotes, invoices, purchases against customers)
  • Added: Logging Icons
  • Added: Logging of tweets & facebook posts
  • Added: Custom Footer Text & option to enable/disable it from Zero BS CRM Settings
  • Added: Review ZBS CRM to footer of ZBS pages
  • Tidied up: Companies metabox code
  • Read about update 1.1.12

1.1.10 - 19/07/2016

  • Added: Custom Fields for Companies/Organisations
  • Added: View Customers/Contacts by Company/Organisation
  • Added: View Contacts from Company page (Contact Cards)
  • Added: Optional "B2B" Mode (Allows grouping of customers as contacts, against a company)
  • Added: Before you go
  • Improved: Company updated msgs
  • Optimised: Settings page
  • Removed some legacy v1.0 includes code
  • Fixed: Plural customers, contacts, companies, organisations
  • Fixed bug: In settings initialisation
  • Fixed bug: In require metabox include
  • Fixed bug: Manage Quotes, Invoices would show "," where customer address empty
  • Fixed bug: Icon dimensions
  • Read about update 1.1.10

1.1.7

  • Optimised Second Address form for wide screens
  • Added "Second Address" against customers (Optional)
  • Added "Create Invoice from Quote" feature
  • Wired in new quote/invoice options
  • Added "Quote no# Offset" setting
  • Added "Invoice no# Offset" setting
  • Added "Allow Invoice No Override" setting
  • Added Extensions Page to Plugin
  • Added Data Tools page
  • Improved WordPress .org Description
  • Read about update

1.1.6

  • Improved WordPress .org Description
  • Fixed a bug with customer entry

1.0

Is there any limits to customer counts in ZBS?

There are absolutely no limits in Zero BS CRM, apart from the usual ones applied by your host (database size etc.)

Can I develop on top of ZBS?

Of course. Please reach out to us via the in-plugin feedback page if you want to, we'll help you get started.

Is ZBS really free?

Totally. The core is a solid, useful, Customer Relationship Manager right out of the box. You don't need anything else to get started managing your leads, and customers. We do build extensions, (because we need them), but they're not at all essential. Further, they're cheap in comparison to the pay-per-month CRM options, and you actually own them, yourself.

Where can I see the CRM extensions?

Here: http://zerobscrm.com/extensions/

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Version 1.2.6

Requires WordPress version: 3.0.1 or higher

Compatible up to: 4.7.2

Last Updated 24 Jan 2017

Date Added: 04 Jul 2016

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