Quill CRM – Complete Customer Relationship Management for WordPress

Quill CRM is a comprehensive Customer Relationship Management system built natively for WordPress. Manage your contacts, track deals through customizable pipelines, automate workflows with powerful automations, send email and SMS campaigns, and gain valuable insights – all from within your WordPress dashboard.

🚀 KEY FEATURES

Contact Management * Centralized contact database with detailed profiles * Custom fields for unlimited contact data * Automatic contact syncing from WordPress users * Contact segmentation with lists and tags * Contact notes and activity timeline * Advanced contact search and filtering * Bulk operations and import/export * Contact source tracking * Full contact history and activity log * Lead Scoring (Coming Soon)

Pipeline & Deal Management * Visual pipeline boards for deal tracking * Drag-and-drop deal stages * Deal value tracking and forecasting * Win/loss analysis * Multiple pipeline support * Customizable deal stages * Deal activity tracking * Contact association with deals

Email Campaigns * Drag-and-drop email builder * Beautiful, responsive email templates * Standard broadcast campaigns * Email sequence automation (Coming Soon) * A/B split testing (Coming Soon) * Click and open tracking * Unsubscribe management * Campaign performance analytics * Contact engagement scoring * Personalization with merge tags

SMS Campaigns * Send bulk SMS campaigns * Individual SMS messaging to contacts * SMS automation support * Delivery tracking * Reply management * SMS templates * Contact segmentation for SMS * Cost-effective bulk messaging * Two way conversations

WhatsApp Campaigns (Coming Soon) * WhatsApp message broadcasting * Template message support * Rich media messaging * Automated WhatsApp workflows * Two-way conversations

Marketing Automation * Visual automation builder * Trigger-based workflows * Contact tag and list automation * Multi-step sequences * Action scheduling * Conditional logic and branching * Support for nested conditions * Time delays and wait steps * Email and SMS automation actions * Webhook triggers * Link triggers for campaign engagement

Lists & Tags * Unlimited contact lists * Dynamic segmentation * Tag-based organization * Automated list management * Bulk operations * Import/export capabilities

Analytics & Reporting * Comprehensive dashboard with 9+ report types * Contact activity tracking * Deal pipeline reports * Revenue analytics * Email campaign performance metrics * SMS campaign analytics * Custom date ranges * Export reports to CSV * Visual charts and graphs * ROI tracking

Bounce Handler * Automatic bounce detection * Soft and hard bounce classification * Auto-cleanup of invalid emails * Bounce statistics and reporting * Email list health monitoring

Webhooks * Incoming webhook support * Outgoing webhook triggers * Custom webhook actions * Integration with external services * Real-time data sync

Link Triggers * Track link clicks in campaigns * Trigger automations from link clicks * Contact segmentation based on clicks * Engagement scoring

Cart Management * Abandoned cart tracking * Cart recovery campaigns * Cart value monitoring * Purchase behavior analysis

Forms Integration * Direct integration with 10+ popular form plugins * Automatic contact creation from form submissions * Custom field mapping * Tag and list assignment on submission * Multiple forms support

Import Contacts * Import contacts via CSV file * Import contacts from WordPress users * Import contacts from Woocommerce * Import contacts from Fluent CRM * Import contacts from ActiveCampaign * Import contacts from HubSpot * Import contacts from MailerLite * Import contacts from Pipedrive * Import contacts from GoHighLevel * Import contacts from Funnelkit automations

🔗 INTEGRATIONS

E-commerce Platforms: * WooCommerce – Full e-commerce integration with order sync, revenue tracking, and customer analytics * LearnDash – LMS integration for course enrollment tracking

Form Plugins (10+ Integrations): * Quill Forms – Conversational form builder * Contact Form 7 – Popular contact form plugin * Elementor Forms – Page builder forms * Fluent Forms – Advanced form builder * Formidable Forms – Professional forms * Forminator Forms – Free form builder * Gravity Forms – Premium form solution * MetForm – Elementor form builder * Ninja Forms – Flexible form builder * WPForms – Beginner-friendly forms

Other Integrations: * WordPress Users – Automatic user synchronization * Third-Party Services – Via webhooks and API

🎯 WHO IS QUILL CRM FOR?

Any business or organization that manages customer relationships!

Whether you’re a solopreneur with 100 contacts or an enterprise with 100,000+ contacts, Quill CRM scales to meet your needs.

By Business Size: * Solopreneurs & Freelancers – Track clients and projects in one place * Small Businesses (1-50 employees) – Manage customer relationships without expensive software * Medium Businesses (50-500 employees) – Scale operations with advanced automation * Enterprise Organizations (500+ employees) – Handle high-volume campaigns and complex workflows

By Industry: * E-commerce & Online Stores – Leverage WooCommerce data for personalized marketing and cart recovery * Digital Marketing Agencies – Manage multiple clients, campaigns, and report on ROI * SaaS & Software Companies – Lead nurturing, customer onboarding, and churn reduction * Professional Services & Consultants – Track proposals, deals, and client communications * Course Creators & Educators – Manage students with LearnDash integration and engagement tracking * Non-Profits & Associations – Donor management, member databases, and automated thank-you messages * Real Estate Professionals – Property lead tracking, buyer/seller nurturing, and listing updates * Healthcare & Wellness Providers – Patient/client management, appointment reminders, and follow-ups * Coaches & Trainers – Client progress tracking and program communication automation * Event Organizers – Attendee management, registrations, and event communications * Marketing Teams – Multi-channel campaigns across any industry

By Use Case: * Lead generation and nurturing * Sales pipeline management * Multi-channel marketing automation (Email, SMS, WhatsApp) * Customer segmentation and targeting * E-commerce order tracking and abandoned cart recovery * Form submission management and lead capture * Customer lifecycle automation * Post-purchase follow-ups and upsells * Event and webinar management * Membership and subscription management * Donor and fundraising management * Student and course engagement tracking

No Contact Limits. No Per-Contact Pricing. Scales With Your Growth.

🌟 WHY CHOOSE QUILL CRM?

• Native WordPress – Built specifically for WordPress, not a wrapper or iframe
• All-in-One Platform – Email, SMS, WhatsApp campaigns in one solution
• No Monthly Fees – One-time purchase, no recurring subscription costs
• Unlimited Contacts – No artificial limits or tiered per-contact pricing
• 12+ Integrations – Works seamlessly with popular WordPress plugins you already use
• Self-Hosted – Your data stays on your server, complete control and privacy
• Scalable Architecture – Efficiently handles 100 to 100,000+ contacts
• Visual Automation Builder – No coding required for complex workflows
• Developer Friendly – Extensive hooks, filters, and REST API
• Regular Updates – Active development with continuous improvements
• Comprehensive Documentation – 70+ detailed guides and tutorials
• Performance Optimized – Fast database queries, minimal server impact
• Multi-Channel – Email, SMS, and WhatsApp from one unified platform
• Cost-Effective – Enterprise features without enterprise pricing
• GDPR Compliant – Privacy-focused design with data control
• Great Support – Active development and support team

🥊 QUILL CRM VS. COMPETITORS

Compare Quill CRM with FluentCRM

Perfect For Businesses That Are: * Outgrowing spreadsheets and need professional CRM * Running WordPress and want native integration * Tired of expensive monthly CRM subscription fees * Managing WooCommerce stores and need better customer insights * Digital agencies handling multiple client relationships * Looking for unlimited contacts without price jumps

No artificial contact limits! Quill CRM’s optimized architecture handles databases of any size efficiently.

📚 DOCUMENTATION

Comprehensive documentation with 70+ articles is available at quillcrm.io/docs

Privacy Policy

Quill CRM stores contact information in your WordPress database. We do not collect, transmit, or store any data externally. All data remains on your server. The plugin is designed to be GDPR compliant, allowing you to:

• Export contact data
• Delete contact data
• Manage consent
• Handle unsubscribe requests
• Process data deletion requests

Credits

Quill CRM is developed and maintained by the Quill Forms team.

• Website: quillcrm.io
• Documentation: quillcrm.io/docs

Our Other Products: * Quill Forms: quillforms.com – Advanced WordPress form builder * Quill Booking: quillbooking.com – WordPress booking system

Support

• Documentation: quillcrm.io/docs – 70+ detailed articles
• Support Forum: WordPress.org Forums
• Website: quillcrm.io
• Video Tutorials: Coming soon
• Affiliate Program: quillcrm.io/affiliate-program

Contribute

We welcome contributions! Visit our GitHub repository to: * Report bugs * Suggest features * Submit pull requests * Translate the plugin

Languages

Quill CRM is translation-ready and includes: * English (default) * More translations coming soon!

Help us translate Quill CRM into your language!