Overview
About Small Business CRM
Introduction
Small Business CRM is a free WordPress plugin designed to equip small businesses and website owners with fundamental customer relationship management capabilities. As an integral part of the Nomad Small Business Suite, it provides a solid CRM foundation that integrates smoothly with Nomad Small Business Accounting, facilitating effective management of contacts, companies, deals, and tasks.
Who the product is for
This plugin is ideal for WordPress users and small businesses beginning to organize their customer data and sales processes. It suits organizations seeking a straightforward, manual CRM solution without immediate need for advanced automation or integrations, while offering a clear upgrade path to more comprehensive Pro and Enterprise editions.
Product overview
Small Business CRM delivers core CRM features including contact and company management, deal tracking, task management, notes, lists, tags, and follow-ups. It supports CSV import/export and offers one-way customer import from Nomad Small Business Accounting. The plugin is structured to enable unlocking advanced features through add-ons for Pro and Enterprise editions.
Key benefits
- Free core CRM functionality tailored for small businesses and WordPress users.
- Centralized management of contacts, companies, deals, and tasks to streamline sales and customer interactions.
- Integration with Nomad Small Business Accounting for seamless customer data synchronization.
- Easy import/export capabilities to manage CRM data flexibly.
- Clear upgrade path to Pro and Enterprise editions for advanced features and business workflows.
Feature list
- Sales Desk management area
- Communication Centre for managing interactions
- Lifecycle Events tracking
- Products and Services management
- Pipeline Stages configuration
- Sales People management
- Lead Assignment Rules
- Segmentation of contacts
- Lead Scoring
- Custom Fields for tailored data capture
- CRM Dashboard overview
- Contacts and Companies management
- Deals and Tasks handling
- Customer 360 profile view
- Activity Timeline for tracking interactions
- CRM Help and Setup Wizard for easy onboarding
- Suite Integrations including Stripe and WhatsApp
- Roles & Permissions control
- Accounting Sync with one-way customer import
- Import / Export via CSV
- Lists and Tags for organization
- Reports for insights
- Upgrade to Pro management area
Feature comparison table
| Feature | Free Edition | Pro Edition | Enterprise Edition |
|---|---|---|---|
| Sales Desk | ✓ | ✓ | ✓ |
| Communication Centre | ✓ | ✓ | ✓ |
| Lifecycle Events | ✓ | ✓ | ✓ |
| Products / Services | ✓ | ✓ | ✓ |
| Pipeline Stages | ✓ | ✓ | ✓ |
| Lead Assignment Rules | ✓ | ✓ | ✓ |
| Lead Scoring | ✓ | ✓ | ✓ |
| Custom Fields | ✓ | ✓ | ✓ |
| CRM Dashboard | ✓ | ✓ | ✓ |
| Contacts and Companies | ✓ | ✓ | ✓ |
| Deals and Tasks | ✓ | ✓ | ✓ |
| Customer 360 Profile | ✓ | ✓ | ✓ |
| Activity Timeline | ✓ | ✓ | ✓ |
| Accounting Sync | ✓ | ✓ | ✓ |
| Import / Export | ✓ | ✓ | ✓ |
| Upgrade to Pro | ✓ | — | — |
| Enterprise Roles and Permissions | — | — | ✓ |
| Priority Enterprise Support | — | — | ✓ |
Detailed feature descriptions
Sales Desk
A dedicated area to manage sales activities and monitor deal progress effectively.
Communication Centre
Central hub for managing communications with contacts and customers.
Lifecycle Events
Track key events in the customer journey to improve engagement.
Products / Services
Manage offerings linked to deals and customers.
Pipeline Stages
Configure sales pipelines to reflect your sales process stages.
Lead Assignment Rules and Lead Scoring
Basic lead management capabilities to prioritize and assign leads effectively.
Custom Fields
Create tailored fields to capture business-specific data.
Customer 360 Profile and Activity Timeline
Comprehensive view of customer data and interaction history.
Accounting Sync
One-way import of customers from Nomad Small Business Accounting to keep CRM data aligned.
Import / Export
CSV import and export functionality to facilitate data management and migration.
Integrations
Small Business CRM includes detected integration support for Stripe and WhatsApp, enabling payment processing and communication capabilities within the CRM environment. It also integrates tightly with Nomad Small Business Accounting for customer data synchronization.
Documentation and support
Users have access to community and standard free support channels. The plugin includes a Setup Wizard and CRM Help area to assist with installation and usage. Additional documentation is available through the Nomad Small Business Suite resources.
Works Great With
- Nomad Small Business Accounting plugin for customer import and financial management.
- Stripe for payment processing integration.
- WhatsApp integration for streamlined customer communication.
Call to action
Get started with Small Business CRM today by installing and activating the plugin on your WordPress site. Manage your contacts, deals, and tasks efficiently with this free core CRM solution, and upgrade to Pro or Enterprise editions as your business needs grow.
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. |
✓ | ✓ | ✓ |