While the current invoicing functionality is great, I would love to see a native feature added for sending proposals and collecting client e-signatures. Our standard business workflow requires sending a contract or proposal to a client for review and sign-off…
shanto Asif • • 0 replies
Version 1.3.0 (September 29, 2026) Features: SureCart (Pro): SureCart buyers now sync as CRM contacts as purchases come in, with product and coupon tags, optional tag prefixes and a background backfill of earlier purchases, and SureCart products can be added…
Mamun • • 0 replies
Bit CRM mobile responsive view will improved as soon as posible.
Mamun • • 0 replies
Sure Cart will native support on Bit CRM
Mamun • • 0 replies
Version 1.2.0 (September 13, 2026) Features: Privacy: Bit CRM now works with the WordPress privacy tools. Export Personal Data returns every lead, contact, deal, invoice, note, activity, attachment, link and stored email tied to an email address, Erase Personal Data…
Mamun • • 0 replies
Version 1.1.0 (August 31, 2026) Features: Emails: Added Cc and Bcc support when composing emails.Emails can now be replied to directly from the email view.Replies are threaded under the original email with the previous message quoted below. AI Assistant (Pro):…
Mamun • • 0 replies
Hi Bit CRM Team, I’d like to strongly recommend prioritizing Multi-Tax support in the backlog - the ability to apply multiple independent taxes on a single invoice. I’m attaching a real Québec invoice that shows exactly why this matters: 5%…
Amine Jallali • • 2 replies
As I discussed in live chat, I'm hoping that since this is a CRM, it will have a direct integration with Meta (Facebook and WhatsApp) lead capturing without relying on Bit flows and Bit integration plugins. Thank you for such…
Ideafox PVT LTD • • 1 reply
Hello, i´m a user from Germany and in Germany the recipient is on the left side also important, the postcode/zipcode is in front of the city (e.g. 91161 Hilpoltstein). The sender informations with company name, bank account etc. is in…
Andreas Teubner • • 1 reply
Hi, I’m testing Bit CRM and unfortunately the mobile interface is currently not usable for normal CRM work. This is not just a small responsive design issue. On mobile, several parts of the interface do not adapt properly to the…
Mindaugas Spucys • • 1 reply
⭐ Features • FluentCart Customer Sync (Pro) — FluentCart buyers can now automatically become CRM contacts as orders come in, with product and coupon tags, optional tag prefixes, and background backfill for previous orders. • FluentCart Products (Pro) — Add…
A Kaioum • • 0 replies
This update brings some major new features to Bit CRM: 🔁 Recurring Invoices (Pro) Create invoices on a repeating schedule, send reminder emails, and allow cancellation from either side. 📅 Calendar (Pro) Tasks, meetings, and calls are now available in…
A Kaioum • • 0 replies
When managing multiple active deals (e.g., 50 deals in the pipeline), how am I notified when a contact replies to an email?
Ben • • 1 reply
Hi Team, I am currently considering purchasing your platform and have a question regarding your automation capabilities. I’d like to know if it’s possible to set up an automated workflow like this: Automated Contracts: Automatically send out standard contracts with…
Ben • • 1 reply
Bit CRM – v1.0.5 Released: August 10, 2026 ✨ New Features 🌍 Full Translation Support Bit CRM is now fully translatable and includes built-in translations for: Arabic German Spanish Brazilian Portuguese ↔️ Right-to-Left (RTL) Support The entire CRM interface now…
A Kaioum • • 0 replies
Hello, I use Google Workspace with a single primary user account and multiple domain aliases linked to it (e.g., [email protected], [email protected]). All incoming emails land in the same Gmail inbox. Before buying, could you please clarify: Can the plugin fetch…
Ben • • 3 replies
What other payment gateways that you guys plan to integrate into this? Also what about recurring billing. I have 15 clients on a monthly plan. Ranging from 75 a month to 3500 a month.
Scot • • 2 replies
Can you please support RTL languages?
Jubran • • 2 replies
I have recently purchased Surecontact to use for Email campaigns. It would be great if BitCRM could integrate with this in the same way you are likely integrating with Fluent CRM. Thanks
Keith Mason • • 2 replies
We’re planning a deep integration between SureCart and Bit CRM, similar to our existing WooCommerce integration. The planned integration will allow you to: Sync SureCart customers with Bit CRM contactsSync SureCart products with CRM productsAdd SureCart products to deals and…
A Kaioum • • 1 reply
I bought it, but I’ve already noticed some significant issues, so I’d like to share my first impressions: - A Kanban view for leads would be very useful for understanding their status at a glance. Currently, they are displayed as…
Sascha • • 3 replies
Better data helps businesses make better decisions. Our upcoming Advanced Analytics will provide deeper insights into sales performance, deal pipelines, revenue, customer activity, and team performance—all from inside your WordPress dashboard. See what’s working, identify opportunities, and make informed decisions…
A Kaioum • • 0 replies
We’re expanding Bit CRM’s sales process beyond deals and invoices. With the upcoming Sales Orders module, you’ll be able to create, organize, and track customer orders directly inside WordPress—keeping your sales records connected with customers, products, deals, and invoices. From…
A Kaioum • • 0 replies
We’re planning a deep integration between FluentCart and Bit CRM, similar to our existing WooCommerce integration. The planned integration will allow you to: Sync FluentCart customers with Bit CRM contactsSync FluentCart products with CRM productsAdd FluentCart products to deals and…
A Kaioum • • 0 replies
Managing tasks becomes much easier when you can clearly see what’s due and when. With upcoming Calendar-Based Task Management, you’ll be able to view and organize CRM tasks by date, keep track of deadlines, and plan upcoming work more efficiently.…
A Kaioum • • 2 replies
Yes. With Bit Integrations, you can connect Bit CRM with your WordPress ecosystem and automatically send data from different plugins into your CRM. Instead of manually copying customer details from different tools, you can create workflows that update Bit CRM…
Ashraf Sadeque • • 0 replies
Sales is only one part of the customer journey. Supporting customers after the sale matters just as much. Our upcoming Support and Ticket Management module will help you manage customer questions, support requests, ticket statuses, priorities, assignments, and conversations inside…
A Kaioum • • 1 reply
Yes. Bit CRM can work as a Trigger inside Bit Integrations, allowing CRM activities to automatically start workflows. Whenever something happens inside Bit CRM, you can send that information to other tools or perform additional actions automatically. For example: A…
Ashraf Sadeque • • 0 replies
Yes. With Bit CRM integration in Bit Integrations, you can automate your complete lead management workflow without manually entering customer information. For example, when someone submits a form on your website, you can automatically create a lead or Contact in…
Ashraf Sadeque • • 0 replies
Managing customer data manually between your website and CRM can quickly become repetitive. A new lead arrives, someone copies the details into the CRM, another person creates a follow-up task, and the sales team waits for updates. With Bit CRM…
Ashraf Sadeque • • 0 replies