Last updated - March 31, 2026
For any online business, managing customers becomes a huge task. This is where CRM tools come in handy. CRM tools are software platforms that manage customer data and automate all marketing activities, mainly to manage customer relationships and increase revenue.
Generally, businesses rely on SAAS CRM tools, but WordPress users prefer built-in CRM tools that integrate seamlessly with their site like Quill CRM.
Quill CRM is a CRM plugin for WordPress that combines contact management, sales pipeline tracking, email marketing, and automation tools in one platform. It is also the only WordPress CRM with WhatsApp marketing.
In this article, we’ll explore Quill CRM’s features, pricing, and whether it is the right CRM solution for your business.
What is Quill CRM?
As the name suggests, Quill CRM is a self-hosted CRM plugin designed for WordPress. You can do contact management, website tracking, lead scoring, email marketing, WhatsApp automation, SMS campaigns, and Marketing automation all from one dashboard.
It also offers seamless integration with other WordPress plugins, including WooCommerce, Elementor, and WP Forms, for a smooth workflow.
Who it is for?
Quill CRM is mainly built for WordPress businesses, which mainly want to manage their customer data, sales activity and marketing campaigns.
It is best suited for,
- WooCommerce store owners for customer activity tracking
- Lead generation businesses and agencies
- Sales focused teams
- Businesses migrating from other CRMs or email tool
Key Features of Quill CRM
Contact Management
Quill CRM offers 360 degree contact view that allows its users to get all the contact details like communication history, activities and profiles. It allows users to track emails and SMS that are sent, opened or clicked. It gives you detailed insights into your customers’ activities for you to figure out if anything goes wrong.
Capabilities include
- Contact profiles with activity history
- Tags and lists for segmentation
- Custom fields and filters
- Email and SMS interaction tracking
Email Marketing and Campaign Management
Quill CRM includes email marketing tools, so you don’t have to use other email marketing tools.
You can make email marketing campaigns by making use of,
- Drag and drop email builder
- Email builder templates
- Audience segmentation with tags and lists
- Campaign analytics like open rates and click rates
Sales Pipeline Management
Quill CRM includes a visual sales pipeline that allows users to see their deals move from start to finish.
This feature lets users to,
- Users can design their deal journey and track it
- It is easy to add new deals
- Allows you to track your deals progress
- Provides clean pipeline insights
Automation
Automation is one of the most powerful aspects of Quill CRM. Businesses can create workflows triggered by customer actions or events.
Examples include:
- Automatically adding tags to contacts
- Moving contacts between lists
- Triggering email sequences
- Updating contact status or pipeline stages
Multi-Channel Marketing (Email, SMS, WhatsApp)
Quill CRM supports multiple communication channels, including:
- SMS marketing
- WhatsApp messaging automation
Integrations with Popular WordPress Tools
One of the USP’s of Quill CRM is that it is designed to sit at the center of a broader WordPress business stack rather than work as a standalone CRM.
Its integration page shows it can easily integrate with various form builders, e-commerce tools, LMS platforms, and booking tools.
On the Forms side, Quill CRM supports Quill Forms, Elementor, Formidable Forms, Gravity Forms, Ninja Forms, Sure Forms, WS Forms, Contact Form 7, Fluent Forms, Forminator Forms, MetForm, WPForms and Bit Forms.
On the E-Commerce side, it supports WooCommerce, Easy Digital Downloads and Sure Cart.
On the LMS side, it supports Learndash, LearnPress, LifterLMS and Tutor LMS.
On the booking side, it supports Quill Booking.
Other than these, Quill CRM also supports Presto Player.
Start setting up the plugin
Once you have installed the ‘Quill CRM’ plugin, you can start setting it up.
You will then land on the Welcome page. Click Let’s Go to continue.
On the Business Info page, you’ll need to provide the basic details of your business to set up the plugin properly. This includes adding your business name, business address, and logo, which help personalize the CRM and ensure your account information is correctly configured from the start. Once all the required details are filled in, click Next Step to move ahead.
On the Lists page, you can create and organize your contact segments by entering a segment name and a slug. The segment name helps you identify the list easily, while the slug acts as its unique reference inside the system. After filling in these details, click Action if you want to add more segments or manage additional options.
On the Tags page, you can start adding contacts to your CRM either by entering them individually or by importing them in bulk, depending on how you want to build your contact database. This step helps you begin organizing and managing your audience more efficiently from the start. Once you have added or imported the contacts, click Next Step to proceed.
On the Contacts page, you also have the option to extend the plugin’s functionality by installing additional tools such as Quill Booking and Quill Forms. These add-ons can help you enhance your CRM workflow by supporting appointment bookings, form creation, and lead capture directly within your WordPress setup. If these features are relevant to your business, you can install them at this stage and continue building a more connected customer management system.
Once you complete all these steps, the setup process is finished and your plugin is ready to use. You can then move to the dashboard, where you’ll be able to access the main features, manage your contacts, and start working with the CRM from a central location.
The dashboard of Quill CRM gives a quick insight into the performance and activity of the user. It displays metrics such as Analytics Overview, Total Contacts, Total Sent Emails, Total Tags, Total Lists, Active Automations, Total Deals, Deals Closed Won and Deals Won Value, allowing users to understand how their CRM, campaigns and sales efforts are performing.
Along with these, it also displays recently added contacts along with their email id and Contact Analytics. The dashboard also shows metrics such as Recent Automations, Quick Links and Recent Campaigns.
This helps the users to stay updated on the latest contact activity, monitor automation performances, and also keep track of ongoing performances all in one place.
Quill CRM also has dedicated sections for Contacts, Campaigns, Pipelines, Automations, Forms, Integrations, Tasks and Analytics.
In the Contacts list section, you can choose between All Contacts, Lists, Tags and Lead Scoring. You also have the option to add contacts or import contacts.
In the Campaign list section, you can choose between creating an Email Campaign or an SMS Campaign. To get started, simply click on ‘Create Campaign’, select the Campaign Type and fill in the required details.
In the Pipelines section, you will get to know at what stage your deal is: lead, qualified or proposal. It also gives an overview of Total Deals, Avg Win Rate, Total Value and Weighted Value.
In the Automations list section, you can create personalised SMS campaigns. It also lets you automate messages and offers, so you can connect with your audience at all times.
In the Forms list section, you can create forms by integrating any of the form plugins that are compatible with Quill CRM to capture leads and grow your contact list.
In the Analytics dashboard, you get a clear picture of contact activity, deals tracking, and you also analyze the performance using charts and leaderboards.
Pricing Plans
Quill CRM uses a tiered pricing model with two options: annual and lifetime. The three plans it offers are Basic, Plus and Enterprise.
- Basic Plan – $69/Annual or $199/Lifetime for 1 website
- Plus Plan – $139/Annual or $299/Lifetime for up to 5 websites
- Enterprise Plan – $259/Annual or $599/Lifetime for up to 50 websites
Quill CRM Vs FluentCRM Vs FunnelKit
| TOOL | BEST FOR | KEY STRENGTH | STARTING PRICE |
|---|---|---|---|
| Quill CRM | For Businesses that want a complete CRM tool for WordPress. | Pipelines, CRM, email, SMS, WhatsApp. | $69/year for one site. |
| FluentCRM | Businesses focused mainly on email marketing automation. | Email campaigns, automations, segmentation. | $129/year for one site. |
| FunnelKit | WooCommerce-first businesses. | Revenue automation, broadcasts, contact profiles, ecommerce workflows. | $99.5/year for one site. |
Final Thoughts
Quill CRM stands out as a strong AI-Powered WordPress-based CRM plugin that brings together contact management, campaign management, pipeline management, and automations within a single platform. You can solely rely on this plugin for all your CRM needs.
Mainly, it’s a self-hosted setup, unlimited contact storage and multichannel communication capabilities make it a compelling alternative to traditional SAAS CRM tools. It is also the only CRM plugin with native WhatsApp marketing. When compared to other WordPress CRM plugins, it is also pretty efficient and cost-effective choice.
For businesses that already operate on WordPress, Quill CRM offers a practical and cost-effective way to manage customer relationships, streamline sales activity, and automate marketing efforts without depending on several separate tools.
