Stillpoint CRM vs WP ERP

WP ERP's premise is consolidation. Instead of a CRM subscription, an HR tool and a bookkeeping app, you run one WordPress install where employees, customers and accounts all live together. That premise is not marketing — it is a real architectural choice, and for the right business it removes an enormous amount of integration work and vendor management.

Stillpoint's premise is that most teams do not actually want an ERP. They want the sales process to work: know what is open, know what it is worth, know who owns it, send the quote, get the invoice paid, and see what the store did last month. Every hour of our development goes into that one motion rather than being divided across three business domains.

So the honest test is a question about you, not about the software: are you replacing a CRM, or are you replacing a CRM plus HR plus accounting? If it is the latter, WP ERP is answering a question Stillpoint does not answer at all.

WP ERP follows the module convention. The core gives you a base, and capabilities are added as modules — CRM pieces such as Deals, Workflow, WooCommerce integration and custom fields among them. It is a fair model, and it lets a business with light needs start small.

It does mean two things worth planning for. Your final price is a function of your module list rather than a single number you can read off a page, and your final product is an assembly whose behaviour depends on which pieces you added — something to keep in mind when you compare feature checklists between vendors.

Stillpoint is a flat licence with the whole sales stack in the box: $19/mo or $149/yr for one site, $29/mo or $299/yr for up to five sites including the WooCommerce suite, and $49/mo or $499/yr for up to twenty sites with priority support and onboarding. Unlimited users on every plan, no per-contact tiers, and a 30-day money-back guarantee.

The clearest difference is forecasting. In Stillpoint every pipeline stage carries a win probability, so a pipeline total is not a raw sum — a $50,000 deal at 20% and a $10,000 deal at 100% are not the same asset, and weighted forecasting says so. That single mechanism changes how a sales meeting runs.

Around it sits the rest of the sales day: unlimited pipelines with drag-and-drop Kanban boards, lead scoring so the inbound queue sorts itself, round-robin routing so new leads get an owner without a manager assigning them, follow-up tasks with overdue items surfacing on the dashboard, and a per-user ICS calendar feed you can subscribe to from Google, Outlook or Apple Calendar.

Team email is native rather than delegated. Each user connects their own IMAP account for reading and SMTP for sending, with their own from-name and HTML signature, and replies from inside the CRM with messages logged against the contact. Mailbox credentials are encrypted at rest with OpenSSL. Honest caveat: inbox reading needs the PHP imap extension — without it, sending, templates and the sent log still work.

• Quotes and invoices with line items, tax handling, your own numbering scheme and branded PDF generated inside the plugin.
• Multiple payments per invoice, so partial settlement updates the outstanding balance automatically.
• Automations as trigger-and-action recipes on CRM events, creating follow-ups, notifications or outbound webhooks.
• An audit log, role-based access via the manage_stillpoint_crm capability, and CSV plus per-contact GDPR export.

In WP ERP, WooCommerce arrives through a separate integration module and mainly serves to bring customer records into the CRM.

In Stillpoint, a purchase is pipeline. Orders sync on checkout, status change, admin edit and refund, idempotently, so re-syncing never duplicates. Each order becomes both a ledger record — order number, status, total and currency, item count, payment method, billing country, created and paid dates, and every line item with product, SKU, quantity, unit price and line total — and a deal in an auto-created Orders pipeline whose stages mirror WooCommerce statuses, with completed counting as won and cancelled or refunded as lost.

On top of that: lifetime value and configurable RFM segments per customer, a store dashboard with paid revenue, average order value, repeat-purchase rate, refunds, twelve months of revenue history and top products, a daily win-back scan for lapsed customers and unpaid checkouts, and a one-click batched backfill of your existing order history. Included from Pro upwards.

Both products keep your data on your own hosting, which is the point of self-hosting in the first place. They differ in where inside your server it sits.

Stillpoint does not install tables into your WordPress database. It writes to its own database — by default a SQLite file at wp-content/uploads/stillpoint-crm/crm.sqlite, with an optional MySQL configuration — which means your CRM data can be backed up, moved or deleted as a distinct thing rather than being entangled with your site's tables. The data directory is protected by a generated .htaccess rule and can be relocated outside the web root with the STILLPOINT_CRM_DATA_DIR constant.

WP ERP is the better purchase in several clear situations:

• You specifically want HR and accounting inside WordPress as well as CRM.
• You would rather have one vendor for several business systems than assemble best-of-breed tools.
• Your CRM needs are light, but your HR, leave or payroll needs are real and currently unmanaged.
• You are consolidating three subscriptions and value that consolidation more than depth in any one of them.
• You want to start with a small module set and expand only as specific needs appear.

To be explicit: Stillpoint has no HR module and no accounting module, and there are no plans to add them. If those are on your list, this is not a close call — buy the product built for them.