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Product Update – October 2021

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.

The new Templating System

Each business has its own requirements, so this addition lets them create and customize their own client portal, PDF, and email templates for invoices and quotes.

From the Jetpack CRM settings page, you can select the template you want to use:

Invoicing settings
Quote settings

The best way to create new templates is by creating a child theme and copying the /wp-content/plugins/zero-bs-crm/templates folder to /wp-content/themes/{your-theme}/jetpack-crm. You can then modify the pre-built templates in that new folder or add your own.

Meet the new templating system in our Knowledge base

GiveWP Connector

GiveWP is a free donation plugin for WordPress. It lets you easily collect donations from site visitors. Now, you can connect your GiveWP donation forms to Jetpack CRM and utilise the many benefits of running your own CRM.

For anything you can think of that might need a donation system, GiveWP and Jetpack CRM gives you a quick and easy setup. All you need to do is activate the GiveWP Connector core extension in CRM Settings → Extensions.

CRM Settings → Extensions

When a GiveWP donation form is submitted, Jetpack CRM takes this information and adds or updates the donor’s contact profile in the CRM. It also creates a new transaction linked to their profile so you can manage everything in one place.

Learn more about GiveWP Connector for Jetpack CRM