Product Update – October 2021

Posted on October 30, 2021 by Clemente A.

Hey! This last week we launched Jetpack CRM 4.5.0. Along with squashing quite a few bugs, we love to improve Jetpack CRM with new features for our users, and are excited to highlight a few of the changes below.

In case you missed it, the last version of Jetpack CRM introduced better support for placeholders. We have now taken this a step further, adding a templating system for invoices and quotes. In short, you can now code your own custom templates, using placeholders to choose what content will show in the client portal, PDFs, and emails. This was a frequently-requested feature from our users, so here you go!

We have also added a new GiveWP integration directly to Jetpack CRM (no extensions required). it’s directly activable from the extension setting. GiveWP is a free donation plugin for WordPress that lets you easily collect donations from site visitors.

Finally, Jetpack CRM has better translation support in its code, so feel free to contribute some translations in your favourite language on the official WP.org translation portal. We have also updated the POT file in our plugin package so you can manually translate strings with tools like Loco Translate.

And, as always, we continue to refine Jetpack CRM’s current features with tweaks and bug fixes.

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Vulnerability Detected in Jetpack CRM – What You Need To Know

Posted on September 14, 2021 by Mike Stott

On 11th August 2021 the team identified and confirmed a security issue in Jetpack CRM and WooCommerce Connect which could allow an unauthorised individual to view CRM invoices that weren’t associated with their own account.

The vulnerability was patched in version 4.2.4 of Jetpack CRM Core and version 2.13 of WooCommerce Connect, which were both recently released. We have no evidence that this vulnerability has been exploited, but we strongly advise you to update the extension and core CRM plugin as soon as possible.

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Jetpack CRM contact page shown on a desktop computer. The Jetpack CRM and WooCommerce logos are overlaying the image.

5 Reasons Why Jetpack CRM is the Ideal WooCommerce CRM

Posted on April 06, 2021 by Simon Keating

A customer relationship management tool, or CRM, is precisely what its name implies. It’s a technology system that intelligently manages and stores customer information in real time, all in one easy place, so that you and key team members can access it as needed. 

When you’re a small operation, it’s easier for you to remember the needs of individual customers and cater to them accordingly. But what happens when you grow? How will your employees know anything about who your customers are? Customer profiles are a must for any successful business, and a good CRM takes care of them.

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