Overview
About Small Business CRM - Pro
Introduction
Small Business CRM Pro is a powerful WordPress plugin tailored for growing businesses seeking advanced customer relationship management capabilities. Building on the free core CRM, it offers enhanced tools and integrations that help businesses manage contacts, sales pipelines, communications, and customer data more effectively.
Who the product is for
This plugin is ideal for WordPress website owners and organizations that require more sophisticated CRM features beyond the basics. It suits growing businesses that want to streamline sales processes, automate lead management, and integrate CRM data with accounting and communication platforms.
Product overview
Small Business CRM Pro extends the Nomad Small Business Suite's free CRM core by unlocking advanced modules such as Sales Desk, Communication Centre, Lifecycle Events, and Lead Scoring. It provides dedicated management areas for contacts, companies, deals, tasks, and more, all accessible within the WordPress admin interface. The plugin supports seamless one-way customer import from Nomad Small Business Accounting and includes integrations with Stripe and WhatsApp.
Key benefits
- Enhanced sales management with a dedicated Sales Desk and Pipeline Stages.
- Improved communication tracking via the Communication Centre.
- Automated customer lifecycle tracking through Lifecycle Events.
- Advanced lead management with Lead Assignment Rules and Lead Scoring.
- Comprehensive customer profiles with Customer 360 and Activity Timeline.
- Robust import/export capabilities including CSV support and accounting customer sync.
- Flexible customization using Custom Fields, Lists, Tags, and Segments.
- Integrated roles and permissions for secure multi-user access.
Feature list
- Sales Desk management area
- Communication Centre management area
- Lifecycle Events management area
- Products / Services management area
- Pipeline Stages management area
- Sales People management area
- Lead Assignment Rules management area
- Segments management area
- Lead Scoring management area
- Custom Fields management area
- CRM Pro management area
- CRM Dashboard
- Contacts and Companies management
- Deals and Tasks management
- Customer 360 profile and Activity Timeline
- CRM Help and Setup Wizard
- Suite Integrations including Stripe and WhatsApp
- Roles & Permissions
- Accounting Sync with one-way customer import
- Import / Export with CSV support
- Lists and Tags management
- Advanced Reports
- Follow Up Queue
- Licensing and Upgrade to Pro management
Detailed feature descriptions
Sales Desk
A dedicated area to manage sales activities, track deals, and monitor pipeline stages to optimize sales performance.
Communication Centre
Centralizes communication with customers, enabling efficient tracking and management of interactions across channels.
Lifecycle Events
Automates tracking of key customer lifecycle milestones to support timely follow-ups and engagement strategies.
Lead Assignment Rules and Lead Scoring
Automate lead distribution to salespeople and prioritize leads based on scoring criteria for focused sales efforts.
Customer 360 and Activity Timeline
Provides a comprehensive view of customer data and interaction history, enabling informed decision-making.
Accounting Sync
Enables one-way import of customer data from Nomad Small Business Accounting, ensuring CRM data stays up to date.
Integrations
Includes built-in support for Stripe payment processing and WhatsApp messaging, enhancing sales and communication workflows.
Integrations
Small Business CRM Pro integrates seamlessly with the Nomad Small Business Suite Accounting for customer data synchronization. It also supports Stripe for payment processing and WhatsApp for messaging, enabling businesses to connect CRM activities with essential financial and communication tools.
Documentation and support
The plugin includes a Setup Wizard and CRM Help area within the WordPress admin to assist with configuration and usage. Standard product support is provided to ensure smooth operation and timely resolution of issues.
Works Great With
- Nomad Small Business Suite Accounting plugin
- Stripe payment gateway
- WhatsApp messaging platform
- WordPress websites requiring advanced CRM capabilities
Call to action
Upgrade your WordPress CRM experience with Small Business CRM Pro today. Unlock advanced sales and communication features, streamline your workflows, and integrate seamlessly with your accounting and messaging tools. Purchase and activate the plugin to empower your growing business with professional customer relationship management.
Compare Small Business CRM editions
The Small Business CRM family, part of the Nomad Small Business Suite, offers a scalable customer relationship management solution tailored for WordPress website owners and small to large organizations. It provides a free core CRM with essential features such as contacts, companies, deals, tasks, notes, lists, tags, basic follow-ups, import/export capabilities, and Accounting customer import. For businesses requiring more advanced workflows, integrations, or enterprise-grade controls, the Pro and Enterprise editions unlock additional capabilities through add-on plugins.
Which edition is right for you?
Choosing the right Small Business CRM edition depends on your organization's size, complexity, and specific CRM needs. If you are a WordPress user or a small business starting with core CRM features, the Free edition offers a robust foundation. Growing businesses that demand advanced features and integrations should consider upgrading to the Pro edition. Larger organizations or those with complex deployments needing enterprise-scale controls, deployment options, and priority support will find the Enterprise edition most suitable.
Free Edition
The Free edition of Small Business CRM provides a comprehensive core CRM experience ideal for WordPress users and small businesses beginning their CRM journey. It includes essential modules such as Sales Desk, Communication Centre, Lifecycle Events, Products/Services, Pipeline Stages, Lead Assignment Rules, Lead Scoring, Custom Fields, and more. Users benefit from basic deals and tasks management, Customer 360 profiles, activity timelines, and suite integrations. The Free edition supports import/export functions, one-way Accounting customer import when Nomad Small Business Accounting is installed, and includes standard free support through community channels. This edition allows users to manage contacts, companies, deals, and tasks effectively while leveraging tags, lists, and reports to organize and analyze CRM data. It is an excellent starting point for businesses that do not yet require advanced workflows or integrations.
Pro Edition
The Pro edition builds on the Free core by unlocking advanced features and integrations designed for growing businesses. It includes all Free edition capabilities plus enhanced CRM Pro features, advanced reports, licensing management, and standard product support. The Pro edition introduces a licensing client for entitlement management and enforces minimum version dependencies to ensure stability and compatibility. It also provides a Pro upgrade screen with feature gates that control access to paid functionalities. This edition is ideal for organizations that need more sophisticated workflows, commercial capabilities, and integrations beyond the Free edition’s scope. Upgrading from Free to Pro is recommended when your business requires these advanced tools and support.
Enterprise Edition
The Enterprise edition is tailored for larger organizations and complex deployments requiring enterprise-scale controls, deployment options, and priority support. It includes all Pro features plus exclusive Enterprise capabilities such as CRM Enterprise modules, workspaces/branches, enterprise roles and permissions, audit logs, API keys, webhooks, connector controls, scheduled reports, and enhanced licensing and entitlement management via the built-in Nomad SBM licensing client. The Enterprise edition enforces strict dependency management across the CRM stack and aligns messaging and feature sets to provide a polished, stable experience. Priority enterprise support ensures that critical issues are addressed promptly. Organizations should upgrade from Pro to Enterprise when they require these advanced controls, deployment flexibility, and support commitments.
Upgrade Guidance
Start with the Free edition to access core CRM functionality suitable for small businesses and WordPress users. As your business grows and demands more advanced workflows, integrations, or commercial features, upgrading to the Pro edition provides these enhancements along with standard product support. For organizations with complex CRM needs, multiple branches, or requiring enterprise-grade security and deployment options, upgrading from Pro to Enterprise unlocks these capabilities and offers priority support. Each upgrade path is supported by licensing management and feature gating to ensure a smooth transition.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Admin & Workflow | |||
| Sales Desk Provides a dedicated Sales Desk management area. |
✓ | ✓ | ✓ |
| Communication Centre Provides a dedicated Communication Centre management area. |
✓ | ✓ | ✓ |
| Lifecycle Events Provides a dedicated Lifecycle Events management area. |
✓ | ✓ | ✓ |
| Products / Services Provides a dedicated Products / Services management area. |
✓ | ✓ | ✓ |
| Pipeline Stages Provides a dedicated Pipeline Stages management area. |
✓ | ✓ | ✓ |
| Sales People Provides a dedicated Sales People management area. |
✓ | ✓ | ✓ |
| Lead Assignment Rules Provides a dedicated Lead Assignment Rules management area. |
✓ | ✓ | ✓ |
| Segments Provides a dedicated Segments management area. |
✓ | ✓ | ✓ |
| Lead Scoring Provides a dedicated Lead Scoring management area. |
✓ | ✓ | ✓ |
| Custom Fields Provides a dedicated Custom Fields management area. |
✓ | ✓ | ✓ |
| CRM Enterprise Provides a dedicated CRM Enterprise management area. |
— | — | ✓ |
| CRM Pro Provides a dedicated CRM Pro management area. |
— | ✓ | ✓ |
| CRM Provides a dedicated CRM management area. |
✓ | ✓ | ✓ |
| Workspaces / Branches Provides a dedicated Workspaces / Branches management area. |
— | — | ✓ |
| CRM Dashboard Provides a dedicated CRM Dashboard management area. |
✓ | ✓ | ✓ |
| Enterprise Roles Provides a dedicated Enterprise Roles management area. |
— | — | ✓ |
| Contacts Provides a dedicated Contacts management area. |
✓ | ✓ | ✓ |
| Companies Provides a dedicated Companies management area. |
✓ | ✓ | ✓ |
| Deals Provides a dedicated Deals management area. |
✓ | ✓ | ✓ |
| Tasks Provides a dedicated Tasks management area. |
✓ | ✓ | ✓ |
| Customer 360 Provides a dedicated Customer 360 management area. |
✓ | ✓ | ✓ |
| Activity Timeline Provides a dedicated Activity Timeline management area. |
✓ | ✓ | ✓ |
| CRM Help Provides a dedicated CRM Help management area. |
✓ | ✓ | ✓ |
| Setup Wizard Provides a dedicated Setup Wizard management area. |
✓ | ✓ | ✓ |
| Suite Integrations Provides a dedicated Suite Integrations management area. |
✓ | ✓ | ✓ |
| Roles & Permissions Provides a dedicated Roles & Permissions management area. |
✓ | ✓ | ✓ |
| Accounting Sync Provides a dedicated Accounting Sync management area. |
✓ | ✓ | ✓ |
| Import / Export Provides a dedicated Import / Export management area. |
✓ | ✓ | ✓ |
| Lists Provides a dedicated Lists management area. |
✓ | ✓ | ✓ |
| Tags Provides a dedicated Tags management area. |
✓ | ✓ | ✓ |
| Reports Provides a dedicated Reports management area. |
✓ | ✓ | ✓ |
| Upgrade to Pro Provides a dedicated Upgrade to Pro management area. |
✓ | ✓ | ✓ |
| Detected Modules | |||
| Licensing A related module or component was detected in the plugin package. |
— | ✓ | ✓ |
| Features | |||
| Contacts And Companies Contacts and companies |
✓ | ✓ | ✓ |
| Basic Deals And Tasks Basic deals and tasks |
✓ | ✓ | ✓ |
| Branches / Workspaces Branches / Workspaces |
— | — | ✓ |
| Enterprise Roles & Permissions Planning Enterprise Roles & Permissions planning |
— | — | ✓ |
| Notes And Activity Timeline Notes and activity timeline |
✓ | ✓ | ✓ |
| Advanced Reports Advanced Reports |
— | ✓ | ✓ |
| Audit Logs Audit Logs |
— | — | ✓ |
| Follow Up Queue Follow-up queue |
✓ | ✓ | ✓ |
| API Keys API Keys |
— | — | ✓ |
| Customer 360 Profile Customer 360 profile |
✓ | ✓ | ✓ |
| Lists And Tags Lists and tags |
✓ | ✓ | ✓ |
| Webhooks Webhooks |
— | — | ✓ |
| Connector Controls Connector Controls |
— | — | ✓ |
| CSV Import/export CSV import/export |
✓ | ✓ | ✓ |
| One Way Accounting Customer Import When Nomad Small Business Accounting Is Installed One-way Accounting customer import when Nomad Small Business Accounting is installed |
✓ | ✓ | ✓ |
| Scheduled Reports Scheduled Reports |
— | — | ✓ |
| Release Polish Alignment With CRM Free/Core V1.0.4 And Final QA Dependency Checks. Release polish alignment with CRM Free/Core v1.0.4 and final QA dependency checks. |
— | ✓ | ✓ |
| Upload The Plugin Folder To /wp Content/plugins/ Or Install The Zip File From Plugins Add New. Upload the plugin folder to /wp-content/plugins/ or install the zip file from Plugins > Add New. |
✓ | ✓ | ✓ |
| Activate Small Business CRM. Activate Small Business CRM. |
✓ | ✓ | ✓ |
| Preserved Nomad SBM Licensing Client. Preserved Nomad SBM licensing client. |
— | ✓ | ✓ |
| Added Minimum Dependency Enforcement: CRM Free/Core V1.0.4+ And CRM Pro V1.0.4+. Added minimum dependency enforcement: CRM Free/Core v1.0.4+ and CRM Pro v1.0.4+. |
— | — | ✓ |
| Go To CRM In The WordPress Admin Menu. Go to CRM in the WordPress admin menu. |
✓ | ✓ | ✓ |
| Added Minimum Free/Core Version Enforcement: CRM Free/Core V1.0.4+. Added minimum Free/Core version enforcement: CRM Free/Core v1.0.4+. |
— | ✓ | ✓ |
| Aligned Enterprise Messaging To The Improved CRM Free/Core And CRM Pro Stack. Aligned Enterprise messaging to the improved CRM Free/Core and CRM Pro stack. |
— | — | ✓ |
| Split CRM Into Free Core, Pro Add On And Enterprise Add On Structure. Split CRM into Free core, Pro add-on and Enterprise add-on structure. |
✓ | ✓ | ✓ |
| Added Hard Dependency Enforcement For CRM Free/Core And CRM Pro. Added hard dependency enforcement for CRM Free/Core and CRM Pro. |
— | — | ✓ |
| Aligned Pro Messaging To The Improved CRM Free/Core V1.0.4 Foundation. Aligned Pro messaging to the improved CRM Free/Core v1.0.4 foundation. |
— | ✓ | ✓ |
| Free Edition Now Focuses On Core Manual CRM Features. Free edition now focuses on core manual CRM features. |
✓ | ✓ | ✓ |
| Added Hard Dependency Enforcement For The CRM Free/Core Plugin. Added hard dependency enforcement for the CRM Free/Core plugin. |
— | ✓ | ✓ |
| Added Pro Upgrade Screen And Pro Feature Gates. Added Pro upgrade screen and Pro feature gates. |
✓ | ✓ | ✓ |
| Initial Enterprise Add On For The Split CRM Edition Structure. Initial Enterprise add-on for the split CRM edition structure. |
— | — | ✓ |
| Added Built In Nomad SBM Licensing Client For Entitlement Crm Enterprise. Added built-in Nomad SBM licensing client for entitlement `crm-enterprise`. |
— | — | ✓ |
| Initial Pro Add On For The Split CRM Edition Structure. Initial Pro add-on for the split CRM edition structure. |
— | ✓ | ✓ |
| Kept Accounting Customer Import In The Free Edition. Kept Accounting customer import in the Free edition. |
✓ | ✓ | ✓ |
| Added Accounting Customer Sync Page And One Way Customer Import. Added Accounting customer sync page and one-way customer import. |
✓ | ✓ | ✓ |
| Added Built In Nomad SBM Licensing Client For Entitlement Crm Pro. Added built-in Nomad SBM licensing client for entitlement `crm-pro`. |
— | ✓ | ✓ |
| Locked Paid Feature Menus Until A Valid License Is Active. Locked paid feature menus until a valid license is active. |
— | ✓ | ✓ |
| Initial Small Business CRM Free Edition. Initial Small Business CRM free edition. |
✓ | ✓ | ✓ |
| Integrations | |||
| Stripe integration Contains detected integration support for Stripe. |
✓ | ✓ | ✓ |
| WhatsApp integration Contains detected integration support for WhatsApp. |
✓ | ✓ | ✓ |
| Product Overview | |||
| Core plugin functionality Free core CRM for the Nomad Small Business Suite: contacts, companies, deals, tasks, notes, lists, tags, basic follow-ups, import/export and Accounting customer import. Pro and Enterprise features are unlocked by add-on plugins. |
✓ | ✓ | ✓ |