HiveCRM
HiveCRM Troubleshooting
Last Updated: September 27, 2026Troubleshoot common HiveCRM issues with installation, licensing, the Client Portal, and other features.
MCP Server Integration
Last Updated: September 27, 2026HiveCRM includes a built-in MCP (Model Context Protocol) server, letting you connect AI assistants like Claude and ChatGPT directly to your CRM data.
Public REST API
Last Updated: September 27, 2026HiveCRM exposes its own REST API namespace so external systems can read and write CRM data, authenticated with WordPress Application Passwords.
Integrations & Webhooks Overview
Last Updated: September 27, 2026HiveCRM connects to outside tools through form capture mapping, Google Workspace, and outbound webhooks.
Email & SMTP Settings
Last Updated: September 27, 2026Email & SMTP Settings control how HiveCRM sends transactional emails, and let you customize the content of every system email template.
Notifications Settings
Last Updated: September 27, 2026Notifications Settings control which CRM events trigger an in-app alert, an email, or both.
Tags
Last Updated: September 27, 2026Tags are a universal, color-coded labeling system you can apply across leads, deals, contacts, and other CRM records to group and filter them however you like.
Custom Fields
Last Updated: September 27, 2026Custom Fields let you extend HiveCRM's forms with your own metadata, per module, without writing code.
Adding & Managing Staff Members
Last Updated: September 27, 2026This article covers adding, editing, and removing staff members in HiveCRM.
Roles & Permissions Reference
Last Updated: September 27, 2026This is a reference for HiveCRM's built-in roles and what each one can access.
Team & Staff Overview
Last Updated: September 27, 2026HiveCRM lets you add staff members and control what they can see and do with role-based access.
Workflow Action Types Reference
Last Updated: September 27, 2026This is a reference for every action type available in Workflow Automation and the options each one supports.
Building a Workflow
Last Updated: September 27, 2026This article walks through creating a workflow on the visual canvas.
Workflow Automation Overview
Last Updated: September 27, 2026Workflow Automation lets you build "when this happens, do that" automations using a visual, node-based canvas — no code required.
Service & Package Settings
Last Updated: September 27, 2026This screen configures your service catalog, lifecycle statuses, notifications, and public checkout methods.
Managing Packages & Orders
Last Updated: September 27, 2026This article covers building your service catalog and handling client orders.
Services & Packages Overview
Last Updated: September 27, 2026The Services & Packages module lets you build a catalog of fixed-price service packages that clients can order, either through the CRM or through a public checkout.
Payment Gateways
Last Updated: September 27, 2026HiveCRM supports collecting online payment on invoices and package orders through PayPal, Stripe, bank/wire transfer, and WooCommerce.
Estimates & Invoices Settings
Last Updated: September 27, 2026This screen configures currency, tax, numbering, and reminder behavior for estimates and invoices.
Creating an Invoice
Last Updated: September 27, 2026This article walks through creating a one-time or recurring invoice in HiveCRM.
Creating an Estimate
Last Updated: September 27, 2026This article walks through creating and sending an estimate in HiveCRM.
Estimates & Invoices Overview
Last Updated: September 27, 2026HiveCRM lets you create estimates, convert them to invoices, and collect payment — all without leaving WordPress.
Managing Support Tickets
Last Updated: September 27, 2026This article covers handling support tickets in HiveCRM as a staff member.
Tickets Overview
Last Updated: September 27, 2026The Tickets module is HiveCRM's built-in helpdesk for client support requests.
Task Settings
Last Updated: September 27, 2026Task Settings let you configure workflow statuses, types, priorities, and defaults used across every task in HiveCRM.
Managing Tasks
Last Updated: September 27, 2026This article covers creating, assigning, and tracking tasks in HiveCRM.
Task Management Overview
Last Updated: September 27, 2026Tasks are individual work items you can assign, prioritize, and track — either inside a project or on their own.
Project Settings
Last Updated: September 27, 2026Project Settings let you configure the statuses and defaults used across the Projects module.
Managing Projects
Last Updated: September 27, 2026This article covers creating and running projects in HiveCRM.
Projects Overview
Last Updated: September 27, 2026The Projects module tracks delivery work for a client after a deal is won — statuses, tasks, team assignments, and files, all attached to the project.
Configuring the Client Portal
Last Updated: September 27, 2026This article walks through enabling and configuring what clients can see and do in their Client Portal.
Client Portal Overview
Last Updated: September 27, 2026The Client Portal gives each of your clients a self-service dashboard where they can view their own deals, projects, invoices, and support tickets — without needing access to your WordPress admin area.
Managing Clients
Last Updated: September 27, 2026This article covers creating and managing client records in HiveCRM.
Clients Overview
Last Updated: September 27, 2026The Clients module gives you a unified view of everyone actively doing business with you — their deals, invoices, projects, and files, all in one place.
Contact Settings
Last Updated: September 27, 2026Contact Settings let you configure relationship statuses, defaults, duplicate handling, and client-portal provisioning for the Contacts and Clients modules.
Managing Contacts
Last Updated: September 27, 2026This article covers creating, editing, and organizing contacts in HiveCRM.
Contacts Overview
Last Updated: September 27, 2026Contacts are your address book inside HiveCRM — every person and organization you deal with, whether or not they've become a paying client yet.
Deal Pipeline Settings
Last Updated: September 27, 2026Deal Pipeline Settings let you define your sales pipelines, their stages, and the defaults used when creating new deals.
Managing Deals
Last Updated: September 27, 2026This article covers creating, moving, and closing deals in HiveCRM.
Deals & Pipeline Overview
Last Updated: September 27, 2026The Deals module tracks active sales opportunities through a visual, drag-and-drop pipeline.
Lead Settings
Last Updated: September 27, 2026Lead Settings let you configure the qualification levels, acquisition sources, and defaults used across the Leads module.
Managing Leads
Last Updated: September 27, 2026This article walks through creating, editing, assigning, tagging, and converting leads in HiveCRM.
Leads Overview
Last Updated: September 27, 2026The Leads module is where potential clients enter your HiveCRM pipeline, before they become an active sales opportunity.
HiveCRM Dashboard
Last Updated: September 27, 2026The HiveCRM dashboard is the landing screen you see after opening the plugin, and gives you an at-a-glance summary of your CRM activity.
License Activation
Last Updated: September 27, 2026HiveCRM Premium requires an active commercial license key to unlock full functionality and receive automatic plugin updates. This article explains how to activate, view, and deactivate your license.
Installation & Requirements
Last Updated: September 27, 2026HiveCRM Premium is a WordPress CRM plugin. Make sure your WordPress site meets the requirements below before installing it.
HiveCRM Overview
Last Updated: September 27, 2026HiveCRM is a WordPress CRM plugin that lets you manage leads, deals, contacts, projects, tasks, support tickets, estimates, and invoices without leaving your WordPress admin area.