Flipside CRM
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Built for WordPress, freelancers & small agencies

The CRM that flips
billing on its head.

Most CRMs were built for sales teams chasing leads. This one's built for the people doing the work — sending the invoice, replying to the message, finishing the job.

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Free forever for solos WP plugin included Import in minutes
PAID
Invoice INV-1042
$1,840.00
Paid by Devon Brooks · 8 min ago
Brand identity refresh$1,200
Founder headshots × 4$640
TW
Tasha Williams
VIP · Bloom PR
$18,420
Lifetime value · 14 invoices
Automation fired
2m ago
If invoice overdue +7d and customer is VIP
then send SMS reminder via MessageBird.
Trusted by 1,400+ WordPress freelancers and agencies
Bloom PRGreenpath Co.Northstar AudioAldridge LawMensah Design
What's inside

Every piece of the back-office, in one calm place.

Customers
Segments, LTV, timeline, custom fields. Imports from CSV or WooCommerce in seconds.
Invoicing
Standard, milestone, hourly. PDFs, reminders, public pay link — and Stripe or PayPal built in.
Deals
Drag-and-drop pipeline with custom stages, weighted forecasts, and assigned owners.
Automations
When-this-then-that rules with conditions. Overdue +7d? Send SMS. Won deal? Open invoice.
SMS & WhatsApp
MessageBird inbox add-on. Threads sit next to the customer record they belong to.
Multi-brand
Agencies: connect one workspace to many WordPress sites. Per-brand currency and tax.
The flip

Everyone says CRMs are for closing.
This one's for finishing.

Sales pipelines matter — but the money lives in the boring part: sending the invoice, chasing the late payment, remembering which client said yes to the retainer. Flipside CRM is built for that part. Quietly.

Plans

Honest pricing. Pay for power, not for size.

Free
$0forever

Customers, deals, basic invoices.

Get started
  • 1 brand
  • Up to 100 customers
  • Standard invoices
  • Email reminders
Most popular
Freelancer
$19/mo

Milestone & hourly invoicing, automations.

Start trial
  • 1 brand
  • Unlimited customers
  • Milestone + hourly
  • Quotes & POs
  • Automations
Professional
$49/mo

MessageBird inbox for SMS/WhatsApp.

Start trial
  • Everything in Freelancer
  • SMS & WhatsApp inbox
  • Per-brand routing
  • Priority support
Agency
$129/mo

Multi-brand, API, team roster.

Start trial
  • Unlimited brands
  • Team member roster
  • REST API + webhooks
  • Dedicated CSM

All paid plans include a 14-day free trial. No credit card required to start.

Getting started

Up and running in minutes

No developer needed. If you can install a WordPress plugin, you can set up Flipside CRM.

01
Create your account
Sign up and pick your subdomain. Your CRM lives at yourname.crm.flipsideoftech.com. The onboarding wizard recommends the right plan for your needs.
02
Connect your tools
Install the free WordPress plugin and paste your sync token. For freelancers, connect via the API or import your customer list from a CSV.
03
Import your history
One-click WooCommerce import pulls in your entire order history. Customers are segmented automatically — no configuration needed.
04
Set your first automation
Create a cart-abandonment follow-up, an invoice reminder, or a milestone alert. Set it once, let it run forever.
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