Hi there! Not all updates are equally exciting, but this one is truly something we’re excited about, despite its smaller size. We recently released Jetpack CRM v6.0, where we gave the UI a visual overhaul. By doing so, we hoped to improve the overall feel of the system, and it seems like you all agree!
We have added the ability to display pages in full width, reintroduced filter options, ensured WordPress 6.3 support, and fixed a handful of miscellaneous bugs.
We’re delighted to introduce an ambitious update to Jetpack CRM. A comprehensive revamp that harmoniously merges Jetpack’s sleek aesthetics with a new level of sophistication in the user interface.
This is more than just a visual change — it’s a major overhaul aimed at creating a smoother, lighter, and more navigable platform. This reimagined user experience is meticulously crafted to make your journey with Jetpack CRM more effortless and enjoyable.
Here at Jetpack CRM, we’ve always valued the relationships we’ve built with you over the years. We’ve continued to grow thanks to your continued feedback and support.
In order to increase our productivity, we reviewed some of the systems and processes we have in place. After careful consideration, we’ve decided to close down the Jetpack CRM Slack community, effective May 11, 2023.
In our latest release users will get access to MailPoet Sync, a module for Jetpack CRM. Lots of users have asked us for a MailPoet extension, and ever since MailPoet joined WooCommerce we’ve been keen to deliver. We’ve now released the integration as a (Free) core module!
The secret to successful marketing and sales is understanding your customers, and Jetpack CRM is the leading CRM software built especially for WordPress sites.
Get the basics on how to track every interaction with each of your customers, from phone calls and emails to meetings and sales, all without leaving your WordPress dashboard! Deepen your business’ most important relationships by leveraging the power of Jetpack CRM.
We’ve got some incredibly exciting news to share in this update. Zero BS CRM has joined Automattic, the company behind WordPress.com. With Automattic in our corner, we will go from a team of two, to being part of a team of 900+ incredible individuals.
This means Zero BS CRM will be getting better through deeper integrations with WordPress and help and support across the board, from product development to usability and design.
THE BIRTH OF ZERO BS CRM
We have built Zero BS CRM to scratch our own itch. For years, we’ve chosen WordPress as the centre of our entrepreneurial business operations. We also use it personally for travel blogs and other projects. We ❤️ WordPress.
When a family member approached us for advice on a CRM solution that would suit his local construction business, we couldn’t find any that would meet his needs and integrate well with his WordPress website. We kept hitting the same issues: too complex. Too expensive. Or just plain bad.
So we built ZBS CRM. We designed it to be simple to use, but powerful. We still use it ourselves every day. Since our initial launch we’ve delivered consistent updates (over 150 in less than three years), and our CRM product has improved week in, week out.
We’ve built extensions to work with WooCommerce and help users connect their eCommerce store to a CRM, all in one place. We’ve developed additional modules to help our users market products and services to their customers based on advanced segments and email targeting.
ALONG CAME AUTOMATTIC
We’ve always admired Automattic as a business, and have modelled our own business practices on remote work, efficacy, and a focus on tools that make an impact. We care about creating a better web.
One day, we received a support ticket asking about Mail Campaigns and how best to set up sequences for customers.
What we didn’t realise was this user was linked to Automattic, and was becoming a strong advocate for our product within the company. What followed was a series of conversations with leaders from different parts of Automattic. The more people we talked to, the more we realised our visions were in alignment. When the opportunity arose to continue to work on our product as part of Automattic, we decided to go for it.
WHAT DOES THIS MEAN FOR OUR CUSTOMERS?
Firstly, if you are a paying customer of Zero BS CRM, nothing will change. We’ll still be providing the same service. We still plan to release v3.0 as we’d initially planned (we expect it to come out in late September).
We also won’t be increasing the prices of our bundles once we release v3.0, which we had initially intended to do. With Automattic’s backing, we’ll be able to provide faster support (you may have already noticed some new faces replying to your tickets), and release new features more quickly than before.
CUTTING THE CR*P
We’ve known for a while that our name is like marmite. You either love it, or you hate it.
We’re also aware of the difficulties in having profanity in a product name. So we’ll be using this opportunity to cut the cr*p and profanity from the name and will be looking to rename Zero BS CRM in the future (while preserving everything else, from product features to the quality of customer service).
For those of you who love our product, but have found the name tricky to swallow, you can expect a positive change soon.
We have some big news: Zero BS CRM is now Jetpack CRM!
Following our acquisition by Automattic, we spent a lot of time carefully considering the next steps for Zero BS CRM, and decided that rebranding as Jetpack CRM was a great choice.
Jetpack’s mission is to help entrepreneurs and small businesses succeed by providing tools that make their website the best it can be. We felt this was a great match, as we created Zero BS CRM with the same end goal in mind — helping you succeed through better customer relationships.
We hope you’re as happy and excited as we are about the rebrand!
THIS IS ONLY THE BEGINNING
If you’ve been with us for a while, you’ll be aware that we’ve been working flat out to deliver as a team of two founders. With the backing and support of Automattic, we’ll be able to bring improvements to the CRM faster than ever.
The main goal of Zero BS CRM has been to streamline complex processes and build products that are easy to use. We want our customers to focus on what matters most to them. We stand by the spirit of our manifesto (which maps very well to Automattic’s creed), and will continue to build and refine high-quality software for entrepreneurs and small businesses.
Join the Journey
Join the growing army of entrepreneurs using Zero BS CRM
March has been another busy month for Jetpack CRM, we continue to keep improving the CRM and March has been no different.
Our PDF invoice included in the free plugin was basic at best, so we’ve included one of our Pro templates for free. This improves how your invoices will look when downloaded as a PDF and sent to your clients.
We’ve noticed that WordPress have changed up the way that translations can be provided for the plugin, so we’ve now added full support for this method. If you would like to help translate Jetpack CRM we’d be more than happy to have you help us.
We’ve also added the ability to download a quote as a PDF document, this is useful if you want to keep your quotes in a different format (for those who still like to email a PDF version as well as the Client Portal version).
File “Slots” Capability
We’ve also added in the ability to define extra areas to upload files to the contact’s record. This is the first step to us improving the customer view page when it comes to the “Files” support. We’ve also finished initial development on improving how the Client Portal Files looks. Here’s a sneak peek (which might change before finalising the roll out)
By the time you read this, Jetpack CRM will have migrated your contacts over to the new structure, expected to happen around mid April. A lot of our time in March has been spent making sure this migration routine doesn’t break your install and making sure our extensions remain compatible with the migrated database, but more on that in April’s product update.
Change Log for March
= 2.62 30/03/18 =
* Added: Proper support for translate . wordpress .org
* Added: Link/Tab to customer page via filter
* Fixed: Bug where additional file boxes would not save always
* Fixed: Revenue on dashboard goes weird at end of the month
* Improved: Reworded 'Other files' to 'Contact Files'
* Improved: Page check function now catches posted data
* Improved: Forced inclusion of columns for 'edit invoice' and 'edit quote' where these were somehow lost in translation
= 2.61 23/03/18 =
* Added: File 'slots' (custom contact file boxes)
* Added: Customizable Dash
* Added: German Human Translation
* Added: Filter to the PDF invoice title so it can be modified
* Added: Turkish Lira in currency list
* Added: Quote to PDF download
* Fixed: Timezone incorrect on dash
* Fixed: Funky funnel & backwards labels
* Fixed: PayPal Sync compatibility errors (php notices)
* Fixed: Client Portal now works with Plain permalinks (i.e. ?p=)
* Fixed: Invoice PHP notice
* Fixed: Default columns not working for invoices & quotes
* Improved: Removed hard-typed slugs
* Improved: Initial Invoices
* Improved: Nonces to export functions
* Improved: Client portal welcome emails - no linebreaks
* Improved: Transactions now support prefill
= 2.54 14/03/18 =
* Fixed: Bug where multi-tabs were closing each other in contact single view
* Fixed: PHP notice where no social details on contact single view
* Fixed: Basic CSV Export now works even with unset fields
* Fixed: Typo in column editor
* Fixed: Bug where removing contacts column from company list view removed the option to re-add it
* Fixed: Contacts column not working for company list view
* Added: Basic CSV Export now exports contact ID
* Added: Advanced CSV Export now exports Contact ID, Company ID
* Improved: Invoice PDF files are now stored with correct invoice ID (not post ID)
* Improved: Removed iframe embedded feedback form (flagged some peoples security plugins up) - replaced with image
= 2.53.1 09/03/18 =
* Improved: List views all now have correct edit button options for columns
* Improved: Consistency fix for "Calendar" => "Task Scheduler"
* Improved: Contact Singular view (Added Addresses to Contact Vitals)
* Improved: Contact Singular view (Added Telephone numbers, including Click2Call support)
* Improved: Contact Singular view (Added Social accounts)
* Improved: Contact list (etc.) now properly display appropriate avatars (or gravitars)
* Improved: Migrated “One or more of your Jetpack CRM extension need updating.” into notifications system + rejuvinated connect page
* Fixed: Bug in Transaction Total calculation
* Fixed: Bug in listview JS (Fix for Mary)
* Fixed: Bug in currency display on Contact Vitals
* Fixed: Invoicing now pre-fills with contact details appropriately
* Fixed: Contacts saying 'works for...address'