All Features

Every Feature You Need to Run Your Client Business

From your first lead to a paid invoice, HiveCRM covers every step, right inside WordPress.

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The Core Modules That Run Your Business

Every feature below is real, built and working today, not a roadmap promise.

Organize Every Lead and Deal in One Pipeline

Track every lead from first contact to closed deal. Move deals through custom pipeline stages and see exactly where each client relationship stands, all without leaving WordPress.

CRM and deal pipeline

Send Professional Proposals in Minutes

Build detailed estimates and proposals with line items and pricing, then send them straight to your client. No separate proposal software needed.

Estimates and proposals

Create Invoices and Get Paid Faster

Turn an accepted proposal into an invoice in one click. Add tax, set up recurring billing, and send automatic reminders so payments don't slip through the cracks.

Invoicing and billing

Give Clients Their Own Portal

Clients view proposals, check invoice status, and make payments through their own portal, no more back-and-forth email threads.

Client portal

Keep the Work Organized After the Deal Closes

Once a deal is won, manage the actual work with tasks and checklists tied directly to the project, so nothing gets missed.

Projects and tasks

Package Your Services for Faster Selling

Bundle repeat offerings into ready-to-send service packages, so you're not rebuilding the same proposal from scratch every time.

Service packages

Automation & Integrations

Automate the Busy Work, Connect What You Already Use

HiveCRM includes built-in Workflow Automation, plus connections to Stripe and PayPal for payments, Zapier and other automation platforms, popular form plugins for lead capture, and Slack, Google Meet, and Google Drive for day-to-day work.

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Every HiveCRM Feature at a Glance

FAQ

Frequently Asked Questions

Everything you need to know about HiveCRM.

HiveCRM is a WordPress plugin that helps you manage leads, deals, proposals, invoices, and client relationships, all from inside your own site.
Yes. HiveCRM works well alongside a WooCommerce store, giving you a place to manage client relationships, proposals, and invoices without adding a separate CRM platform.
Yes. HiveCRM includes a deal pipeline where you can track every lead from first contact all the way through to a closed deal.
Yes. HiveCRM works as a standalone CRM and doesn't require WooCommerce to function.
Yes. Clients get their own portal to view proposals and pay invoices, without the back and forth of email.
Yes. HiveCRM connects to Zapier, Pabbly, Make, Albato, and more through built-in webhooks.
Yes. Every HiveCRM plan comes with a 14-day money-back guarantee, no questions asked.

Ready to Put These Features to Work?

Get HiveCRM today and start managing your client business from one place.

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