Title: Karks CRM
Author: Eric Karkovack
Published: Gwynngala 7, 2026
Last modified: Gwynngala 11, 2026
---
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# Karks CRM
By [Eric Karkovack](https://profiles.wordpress.org/karks88/)
[Download](https://downloads.wordpress.org/plugin/karks-crm.0.9.10.5.zip)
* [Details](https://cor.wordpress.org/plugins/karks-crm/#description)
* [Reviews](https://cor.wordpress.org/plugins/karks-crm/#reviews)
* [Installation](https://cor.wordpress.org/plugins/karks-crm/#installation)
* [Development](https://cor.wordpress.org/plugins/karks-crm/#developers)
[Support](https://wordpress.org/support/plugin/karks-crm/)
## Description
Karks CRM is an internal customer relationship and invoicing tool for managing multiple
companies from a single WordPress install. It tracks customers (including “Jobs”
nested under a parent customer), billable services, invoices with line items, and
payments, and can generate PDF invoices.
### Video Tour
### Features
* Multi-company support with a company switcher in the admin and on the front end
* A front-end interface (a `/crm/` page) so a dedicated “CRM Manager” role can
manage everything without wp-admin access
* Customer records with optional parent/Job relationships
* Hourly and project-based services, optionally marked Taxable
* Invoices with line items, per-line tax, and automatic status tracking (Open/Partially
Paid/Paid) based on recorded payments
* Receive Payment: split one payment across several open invoices for a customer
and its Jobs in a single entry, from the customer profile
* User-managed invoice types
* CSV import for customers, services, invoices, and payments (e.g. from QuickBooks
exports), including automatic service creation from imported invoices
* PDF invoice generation, download, an HTML preview, and emailing, with CC/BCC
support and one-click CC suggestions from the customer’s other email addresses
on file
* Customer Open Balance PDF/CSV export (a customer + its Jobs, oldest open invoice
first), plus a company-wide Open Balance total on the Customers list
* Reports (front-end): Revenue with a 12-month chart, per-customer revenue, and
an Aging (accounts receivable) report, each with CSV export
* Export/import a full company as a JSON file, for migrating between sites or duplicating
a company as a template
* Customizable front-end colors with automatic WCAG 2.1 contrast correction
### Helpful Links
* [Official Website – karks-crm.com](https://karks-crm.com/)
* [GitHub Wiki](https://github.com/karks88/karks-crm/wiki) – Contains a complete
user and developer guide.
## Screenshots
[⌊The front-end company dashboard provides quick access to common tasks.⌉⌊The front-
end company dashboard provides quick access to common tasks.⌉[
The front-end company dashboard provides quick access to common tasks.
[⌊Use the Customers screen to find and manage your customers.⌉⌊Use the Customers
screen to find and manage your customers.⌉[
Use the Customers screen to find and manage your customers.
[⌊Create a custom invoice for your customers with hourly or project-based line items.⌉⌊
Create a custom invoice for your customers with hourly or project-based line items
.⌉[
Create a custom invoice for your customers with hourly or project-based line items.
[⌊Keep track of invoices via a searchable listing.⌉⌊Keep track of invoices via a
searchable listing.⌉[
Keep track of invoices via a searchable listing.
[⌊Customer profiles let you view invoice status, payments received, and more.⌉⌊Customer
profiles let you view invoice status, payments received, and more.⌉[
Customer profiles let you view invoice status, payments received, and more.
[⌊Download your invoice as a custom PDF or email it directly within WordPress.⌉⌊
Download your invoice as a custom PDF or email it directly within WordPress.⌉[
Download your invoice as a custom PDF or email it directly within WordPress.
[⌊Custom reports let you know where you stand.⌉⌊Custom reports let you know where
you stand.⌉[
Custom reports let you know where you stand.
[⌊Your company profile includes your contact info, a custom logo, invoice footer,
email message, and more. You can manage most aspects of your company on the front
or back end.⌉⌊Your company profile includes your contact info, a custom logo, invoice
footer, email message, and more. You can manage most aspects of your company on
the front or back end.⌉[
Your company profile includes your contact info, a custom logo, invoice footer,
email message, and more. You can manage most aspects of your company on the front
or back end.
[⌊Edit your color scheme or disable all CSS styles for total control of the CRM’s
look.⌉⌊Edit your color scheme or disable all CSS styles for total control of the
CRM’s look.⌉[
Edit your color scheme or disable all CSS styles for total control of the CRM’s
look.
[⌊Custom Invoice Types add flexibility to invoicing.⌉⌊Custom Invoice Types add flexibility
to invoicing.⌉[
Custom Invoice Types add flexibility to invoicing.
[⌊Add your services and choose from hourly or project-based billing. Services can
be imported as a CSV file.⌉⌊Add your services and choose from hourly or project-
based billing. Services can be imported as a CSV file.⌉[
Add your services and choose from hourly or project-based billing. Services can
be imported as a CSV file.
[⌊Custom PDF invoices include your logo, a custom accent color, and custom payment
links.⌉⌊Custom PDF invoices include your logo, a custom accent color, and custom
payment links.⌉[
Custom PDF invoices include your logo, a custom accent color, and custom payment
links.
## Installation
1. Upload the plugin files to the `/wp-content/plugins/karks-crm` directory, or install
the plugin through the WordPress plugins screen.
2. Activate the plugin. The Dompdf library used for PDF invoice generation ships bundled
in `vendor/` — no `composer install` step needed.
3. Go to Karks CRM Companies and add your first company.
## FAQ
### Who is Karks CRM for?
Karks CRM is a great fit for any small business looking for a simple way to manage
customers and send invoices.
### How do email invoices work?
With Karks CRM, you can email customer invoices directly within WordPress. You can
customize the email to meet your needs, and there are merge tags for further personalization.
Your message and a copy of the PDF will be sent to your customer. The plugin also
uses the contact information already in a customer’s profile, saving you from repeatedly
filling out the same address.
The plugin uses the built-in WordPress email functionality. However, we recommend
using a mail delivery service or sending via a separate SMTP server to avoid spam
issues.
### What customer data does Karks CRM store?
The plugin stores any customer contact and invoice data you input. That could include(
but is not limited to) physical addresses, email addresses, contact names, phone
numbers, and invoice details (pricing, services rendered, etc.)
Karks CRM **DOES NOT** collect payment information by default. It doesn’t connect
to any third-party payment gateways. Please do not use this plugin to store sensitive
data!
### Who can access the CRM?
By default, only site Administrators and users with the included custom **CRM Manager**
roles can access customer data. Other users won’t be able to access the CRM.
### What are the server requirements for Karks CRM?
You can use Karks CRM on any WordPress installation, whether locally or through
a traditional web host. The plugin will work on any existing site. However, you
could create a separate site just for your invoicing needs.
As Karks CRM stores customer data, we recommend using the most secure hosting environment
possible.
### Why doesn’t the plugin work with payment gateways or other third-party services?
It’s all about security and ease of maintenance. Building connections to payment
gateways or other services requires constant vigilance. That clashes with the simple
approach of this plugin.
**Note:** The plugin allows you to add [custom payment links](https://github.com/karks88/karks-crm/wiki/User-Guide#companies),
which will appear as buttons on your invoices. You can also add payment instructions
to your emails.
## Reviews
There are no reviews for this plugin.
## Contributors & Developers
“Karks CRM” is open source software. The following people have contributed to this
plugin.
Contributors
* [ Eric Karkovack ](https://profiles.wordpress.org/karks88/)
[Translate “Karks CRM” into your language.](https://translate.wordpress.org/projects/wp-plugins/karks-crm)
### Interested in development?
[Browse the code](https://plugins.trac.wordpress.org/browser/karks-crm/), check
out the [SVN repository](https://plugins.svn.wordpress.org/karks-crm/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/karks-crm/) by [RSS](https://plugins.trac.wordpress.org/log/karks-crm/?limit=100&mode=stop_on_copy&format=rss).
## Changelog
#### 0.9.10.5
* Improved the front-end Invoices, Customers, and Services lists on tablet and
smaller screens: secondary columns (Issue Date/Total on Invoices, Contact Person/
Email on Customers, Type/Taxable on Services) now hide progressively as the screen
narrows instead of forcing horizontal scrolling, and the Actions column now wraps
its links in a proper container that stacks one link per line with real tap targets
instead of wrapping awkwardly mid-row.
* The Invoices list’s Actions column now shows a “Record Payment” link (jumping
straight to that invoice’s Record a Payment section) in place of Delete, which
is still available from the invoice’s own Actions area. Also added a matching“
Record a Payment” quick link under Due Date on the invoice edit screen (wp-admin
and front end).
* The front-end page now uses more of the available width on large screens (1600px
and 1920px breakpoints) instead of staying capped at 1200px wide.
#### 0.9.10.4
* The Customers screen’s “Company Name” field now reads “Company/Job Name” when
the record is a Job (i.e. “This is a Job of” has a parent selected), on the front
end and in wp-admin, since that field holds the Job’s own name rather than a
separate company.
* Added a video tour and Helpful Links (official website, GitHub wiki) to this
file’s description, and added “billing” to the plugin’s Tags.
#### 0.9.10.3
* Fixed: saving a customer, receiving a payment, or any other action that redirects
back to a front-end record-edit screen (`KCRM_Controller_Base::redirect()`, used
by every controller’s save/delete/payment/import handler) could land on “This
link has expired” — the redirect itself never carried the nav nonce that 0.9.10.2
started requiring. `redirect()` now always includes it.
* Hardening: `KCRM_Company_Transfer::import()` now runs every imported customer,
service, invoice, line-item, and payment field through the same sanitizers as
the normal save screens (previously only the company profile was sanitized) —
so a hand-edited export file can’t store unescaped markup, an invalid country,
or a malformed date. Imported line-item amounts are recomputed from quantity
x rate rather than trusted from the file. Per WordPress.org Plugin Review Team
feedback.
* Hardening: `GET` parameters read through `sanitize_key()` are now unslashed first,
and three admin-post download handlers gained the standard nonce-verification
comment, for Plugin Check compliance. No behavior change.
#### 0.9.10.2
* Fixed: the front-end customer profile’s `id` query arg now fails closed instead
of open when its nav nonce is missing or invalid — previously it silently fell
back to “Customer not found,” which is what add-ons linking into that screen
without the nonce (e.g. Karks CRM Packages’ “Log Usage” flow) hit after this
plugin’s nonce hardening. Now shows an explicit “link has expired” message instead,
and `KCRM_Front::nav_nonce()`/`nav_nonce_args()` are available for add-ons to
build valid links.
* Corrected “Tested up to” (7.0 -> 7.1).
#### 0.9.10.1
* Hardening: replaced inline `