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ItNirman CRM · WordPress CRM plugin

The WordPress CRM Plugin That Runs Your Whole Client Business

ItNirman CRM brings leads, clients, quotes, invoices, payments, monthly reports and email marketing into the WordPress dashboard you already use. Each client gets a private portal without a login, you get one view of every relationship, and every record stays in your own database instead of on someone else's servers.

See plans and pricing Explore every feature

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  • 18 modules, switch on only what you use
  • Works in English and Bangla
  • bKash, Nagad, Rocket, Upay, bank and card payments
In short

What is ItNirman CRM?

ItNirman CRM is a customer relationship management plugin that runs inside WordPress. It is built for freelancers, SEO and digital agencies, and small service businesses that win clients, deliver monthly work and send invoices. Leads move through a drag-and-drop pipeline, clients accept quotes online through a private portal, accepted quotes become invoices, and payments, reports and follow-ups all sit on one client timeline.

Because it is a plugin rather than a hosted service, your client list, invoices and messages are stored in your own WordPress database. It is sold as an annual licence for one or five sites.

Type
CRM plugin that runs inside WordPress
Built for
Freelancers, SEO agencies, digital agencies, small and online businesses
Modules
18 switchable, with 4 one-click setups
Client portal
Private link per client, no login needed
Online payments
Stripe and SSLCommerz
Manual payments
bKash, Nagad, Rocket, Upay and bank, checked by transaction ID
Languages
English and Bangla
Your data
Stays in your WordPress database
18ModulesProjects to Team, each switchable
4One-click setupsFreelancer, SEO agency, digital agency, small business
90+Ready-made servicesIn 15 categories, for quotes and invoices
0Client logins neededEach client gets a private portal link
2LanguagesThe whole CRM in English or Bangla
How it works

From First Enquiry to Paid Invoice, in One Place

Most service businesses run on a spreadsheet, an inbox, a notes app and an invoicing tool that never talk to each other. ItNirman CRM replaces the gaps between them with one record per client.

Leads and pipeline

See every deal and what it is worth

Leads arrive from your website intake form, the live chat widget, a CSV import or your own hands, and land on a Kanban board with their value and source. Drag a deal between stages and the CRM records when it moved, so you can see where deals stall.

  • Column totals show the money in each stage
  • Five lost-lead stages and a revisit list after 45 days
  • Lead import and export by CSV, including leads from Google Business Profile
  • Website intake form and live chat with no visitor login
All lead and sales features
Client 360

One timeline for every client relationship

Open a client and see invoices, payments, reports, tasks and messages on a single timeline, with a 0 to 100 health score. The Client Health page warns you about clients who might leave, and shows monthly recurring revenue and the money at risk.

  • Several contact people, websites and custom fields per client
  • Call, SMS, email and WhatsApp links straight from the client page
  • Merge duplicates without losing history
  • Markets page: revenue by country and industry
All client features
Client portal and quotes

A portal your clients actually use

Each client gets a private link to their own portal, with no password to forget. They read monthly reports, see and pay invoices, accept or decline quotes by typing their name, view shared files, and send you requests that you can turn into a task in one click.

  • Accepting a quote creates the invoice and marks the client as won
  • Requests move from New to In progress, Waiting and Done
  • Regenerate a link at any time; the old one stops working
  • Onboarding Playbooks add a Getting started checklist to the portal
All portal features
Invoices and payments

Invoices that fit how you really get paid

Build an invoice from your price list or a library of more than 90 marketing and web services, with discounts, VAT or tax per client, and one-time and monthly lines kept apart. Take card payments through Stripe or SSLCommerz, or let clients pay by bKash, Nagad, Rocket, Upay or bank transfer and submit the transaction ID for you to confirm.

  • Partial payments, payment history and overdue flags
  • The same transaction ID can never be used twice
  • Payment reminders by email and WhatsApp message
  • Print or PDF, with up to five payment methods shown
All billing features
Client reports

Monthly reports clients can read in two minutes

Build each client's monthly report from the work done, performance screenshots and next month's plan, then share it on the portal or as a PDF. Keyword Rankings keeps the positions you record for each client, check after check, and can add them to the report.

  • Month-by-month PDF export
  • Client feedback on each report
  • Autosave, backup and restore
  • Optional email with the report link on report day
All reporting features
Email marketing

Campaigns and follow-ups without another tool

Design emails with blocks, schedule campaigns, test two subject lines, and run sequences that stop by themselves when someone replies. Bounces, complaints and unsubscribes are handled for you, and every email a client receives shows up on their page.

  • Signup forms in four designs, with double opt-in
  • Address and domain verification before you send
  • Send through SMTP, Brevo or Amazon SES
  • Ready templates for welcome, follow-up, report-ready and payment reminder emails
All email features
Agency finance

Know which clients actually make you money

Client payments flow into income automatically. Add your own expenses with receipts, split a cost across several clients, and log time on tasks to see cost, profit, margin and earnings per hour for each client over 12 or 24 months.

  • Income and expenses by category
  • Time & Profit per client
  • Subscriptions & Renewals tracker for domains, hosting and software, with 60-day warnings
All finance features
Every feature

The Complete Feature List

Switch modules on or off under Modules, or choose a one-click setup for a freelancer, an SEO agency, a digital agency or a small online business.

Leads & sales

Capture every enquiry and move it to a decision.

  • Leads & Pipeline boardKanban with deal value, lead source and column totals
  • Stage historyWhen each lead moved, and how long it waited
  • Lost-lead stages and revisit listFive reasons a deal was lost; a revisit list after 45 days
  • Website intake formShortcode [nit_client_intake]; visitors do not log in
  • Live chat widgetTalk to visitors without a third-party chat service
  • Lead import and exportCSV, with handling for Google Business Profile leads
  • Quotes & EstimatesSent online; the client accepts or declines by typing their name
  • Quote to invoiceAccepting creates the invoice and marks the client as won
  • Price ListSave service prices once and reuse them in quotes and invoices

Clients

One record that holds the whole relationship.

  • Client recordsSeveral contact people, business profile, package, service type and engagement
  • Client 360Invoices, payments, reports, tasks and messages on one timeline
  • Health score0 to 100 for every client
  • Client Health pageAt-risk clients, monthly recurring revenue, retention and lifetime value
  • Multiple websitesWork and billing kept separate for each site
  • Custom fieldsAdd the fields your business needs
  • DuplicatesFind and merge clients without losing history
  • Quick ContactCall, SMS, email and WhatsApp links; logging the result creates a follow-up
  • Message CenterEvery call, email and note, with message templates
  • MarketsRevenue by country and industry

Client portal

A private space for each client, with no login.

  • Private portal linkOne per client; regenerate it and the old one stops working
  • ReportsMonthly reports, read online
  • InvoicesThe list and each invoice
  • QuotesReview, accept or decline online
  • Shared filesAnything you choose to share
  • Client RequestsNew, In progress, Waiting, Done; one click turns a request into a task
  • Onboarding checklistAdded by Onboarding Playbooks when a client is won

Invoices & payments

Bill accurately, get paid the way your clients pay.

  • Invoice builderSeveral services with description, quantity and rate; discount, VAT or tax; due date and notes
  • Per-website subtotalsFor clients with several sites
  • One-time and monthly linesBill one-time work now on a separate invoice
  • Service library90+ services in 15 categories, with usage counts and a most-used list
  • Recurring billingMonthly extras and automatic monthly lines
  • Print and PDFWith up to five payment methods shown
  • Partial payments and historyDate, method and note for each payment
  • Overdue handlingEarlier balances carried forward and flagged
  • Online paymentsStripe and SSLCommerz; paid invoices update themselves
  • Wallet and bank paymentsbKash, Nagad, Rocket, Upay and bank; confirm or reject the transaction ID
  • Duplicate TrxID protectionThe same transaction ID cannot be used twice
  • Payment remindersEmail and WhatsApp message, with the project name

Reports & rankings

Show clients the work, and the results.

  • Monthly report builderWork list, performance screenshots and next month's plan
  • PDF exportMonth by month
  • Client feedbackCollected on each report
  • Autosave and backupWith restore
  • Report-day emailOptional, off by default
  • Keyword RankingsRecord positions from your rank checker; see change, best position and a trend line per keyword
  • Rankings in reportsOptional per client: the latest positions in the report and PDF
  • CSV export of rankingsOpens correctly in Excel, Bangla included

Email marketing

Newsletters, campaigns and automatic follow-ups.

  • Block email designerBuild emails without code
  • CampaignsScheduled sending and A/B subject tests
  • SequencesStep-by-step follow-ups that stop when someone replies
  • InboxRead replies, bounces and complaints
  • DeliverySMTP, Brevo or Amazon SES
  • Signup formsFour designs with double opt-in
  • VerificationAddress and domain checks before sending
  • AnalyticsOpens and clicks
  • Email activity on the client pageSee what each client received
  • Ready templatesWelcome, follow-up, report ready, payment reminder, lead nurturing, with attachments

Finance & time

The numbers behind the agency.

  • Income and expensesClient payments become income automatically, by service category
  • Expense categories and receiptsAttach the receipt to each expense
  • Shared costsSplit one expense across several clients
  • 12 and 24 month chartsWith a full expense list
  • Time & ProfitHours, cost, profit, margin and earnings per hour by client
  • Subscriptions & RenewalsYour domains, hosting and software, warned 60 days ahead

Tasks, projects & team

Deliver the work and keep the team on the same page.

  • Tasks & follow-upsWith a drag-and-drop task board and task templates
  • ProjectsOverview, timelines and health
  • CalendarTasks, meetings and deadlines
  • Reminders & PlanningTasks, renewals, billing dates and follow-ups in one list
  • Daily reminder emailLate tasks and unpaid balances
  • Onboarding PlaybooksDated tasks, a welcome email and a portal checklist when a client is won
  • Plans, roadmaps and agreementsPackages, prices and per-client roadmaps
  • Workflow AutomationWhen this happens, do that
  • TeamStaff accounts with the limited CRM Staff role

System & data

Control, language and safety.

  • Modules and one-click setupsFreelancer, SEO agency, digital agency, small or online business
  • Command paletteCtrl+K to find and open anything
  • DashboardKPIs with trends, pipeline forecast, deal status, lead sources, client ranking, expenses; light and dark
  • Daily or weekly digestHow the business is doing, by email
  • DocumentsEvery client, finance, quote and report file in one list
  • Backup & RestoreThe whole CRM in one file, plus backup to your Google Drive
  • Bangla and EnglishSwitch the language in Settings
  • SecurityAdmin-only by default; every action protected by WordPress nonces
A day in the CRM

How a New Client Flows Through ItNirman CRM

The same path every time, so nothing depends on someone remembering.

  1. 01

    Capture

    An enquiry arrives from your intake form, live chat or a CSV, tagged with its source.

  2. 02

    Qualify

    Move it across the pipeline; the CRM records each stage and its value.

  3. 03

    Quote

    Send a quote from your price list. The client accepts it in the portal.

  4. 04

    Onboard

    A playbook creates dated tasks, a welcome email and a portal checklist.

  5. 05

    Deliver and report

    Log the work, then share a monthly report the client reads in minutes.

  6. 06

    Get paid

    Invoice, remind, and confirm wallet, bank or card payments.

A different model

A CRM Inside WordPress vs a Hosted CRM

Hosted CRMs are excellent for large sales teams. For a service business that already runs on WordPress, keeping the CRM next to the website changes a few important things.

FeatureItNirman CRMTypical hosted CRM
Data and cost
Where client data is storedYour WordPress databaseThe vendor's cloud
How it is pricedAnnual licence per siteUsually monthly, often per user
Adding a staff memberNo extra fee (CRM Staff role)Usually another paid seat
Working with clients
Client portal without a loginYesVaries by plan
Monthly client reports with PDFYesOften a separate tool
bKash, Nagad, Rocket and Upay paymentsYesRarely
Whole interface in BanglaYesRarely
Fit
Large sales floors with territories and dialers—NoYes
WooCommerce store orders as the customer record—NoDepends on the CRM

Comparisons describe hosted CRMs in general, not any one product. Check the vendor you are considering for its exact terms.

Is it right for you?

When a WordPress CRM Plugin Is the Right Choice, and When It Is Not

We would rather you choose the right tool than the wrong one from us. Here is the honest version.

Choose ItNirman CRM if

  • You sell services: SEO, ads, web design, development, consulting or any retainer work.
  • Your website already runs on WordPress and you want leads, clients and invoices in the same dashboard.
  • You send monthly reports and want clients to read them in a portal instead of a long email thread.
  • Your clients pay by bKash, Nagad, Rocket, Upay or bank transfer as well as by card.
  • You want your client list stored on your own hosting, under your own backups.

Look elsewhere if

  • Your customer record is the online store. ItNirman CRM does not include a WooCommerce integration today.
  • You run a large sales floor. Territory management, call-centre dialers and dozens of third-party connectors are not what this plugin is built for.
  • You need ready-made Google Calendar and Gmail sync. The CRM includes the groundwork, but it needs your own Google Cloud credentials to work.

What to check in any WordPress CRM plugin

  1. Where every record is stored, and how you get all of it out again.
  2. Whether clients can see reports, invoices and quotes without creating an account.
  3. Whether invoices support the way your clients actually pay.
  4. Whether you can switch off the parts you do not need, so the dashboard stays simple.
  5. What happens to your data if you stop paying.

For a wider view of the category, read our guide to what a WordPress CRM is and how to choose one and our comparison of CRM plugins for WordPress.

Connections

Payments, Email and Your Website

Online payments
StripeSSLCommerz
Wallet and bank payments
bKashNagadRocketUpayBank transfer
Email delivery
SMTPBrevoAmazon SES
On your website
Intake form shortcodeSubscribe form shortcodeLive chat widget
Data in and out
CSV lead import and exportFull backup fileGoogle Drive backupKeyword rankings CSV
Language
Englishবাংলা (Bangla)
FAQ

Questions About ItNirman CRM

Want to see it with your own process?

Tell us how you sell and deliver today, and we will show you how it maps to the CRM.

Talk to usChat on WhatsApp

Is ItNirman CRM a hosted service or a WordPress plugin?

A WordPress plugin. It runs inside your own WordPress dashboard and stores everything in your own database. The only information sent to IT Nirman is the daily licence check: your licence key, site address, and the plugin, WordPress and PHP versions. No client, finance or message data is ever sent.

Do my clients need to create an account?

No. Each client gets a private portal link. They can read reports, see invoices, accept quotes and send requests without a username or password. You can regenerate the link at any time, which switches the old one off.

Can clients pay with bKash or Nagad?

Yes. Clients can pay by bKash, Nagad, Rocket, Upay or bank transfer and submit the transaction ID; you confirm or reject it, and the same ID can never be used twice. For card payments the CRM supports Stripe and SSLCommerz, and paid invoices update themselves.

Does ItNirman CRM work with WooCommerce?

Not today. It does not include a WooCommerce integration, so it is not the right choice if store orders are the centre of your customer data.

Can my team use it?

Yes. Add staff with the CRM Staff role, which gives limited access. The CRM is otherwise limited to administrators.

Is the CRM available in Bangla?

Yes. The whole interface can be switched between English and Bangla in Settings. Client-facing documents such as invoices keep service names in English so they read the same for every client.

What happens to my data if the licence expires?

The CRM locks until you renew, but nothing is deleted. A full backup download stays available even while locked, and unsubscribe links in emails you already sent keep working to protect your mailing list. Renew and everything returns exactly as it was.

Can I import my existing clients and leads?

Leads can be imported from CSV. A complete CRM can be moved between sites with the built-in backup and restore.

Get ItNirman CRM

Win Clients, Keep Them, Get Paid.

Leads, portal, invoices, reports and email marketing in the WordPress dashboard you already know.

See pricing Add ItNirman SEO tooChat on WhatsApp
  • Annual licence, 1 or 5 sites
  • Your data stays on your site
  • English and Bangla