DoubleScale CRM | All-in-One CRM – Sales, Multi-Channel Marketing, Newsletter, Booking, Helpdesk, Automation, MCP & More

DoubleScale is the all-in-one CRM for WordPress. Manage contacts, send email marketing campaigns and newsletters, automate follow-ups, run your sales pipeline, send proposals and invoices, take appointment bookings and answer support tickets, all from one plugin and one contact record, stored in your own WordPress database.

Instead of paying for a separate CRM, email marketing service, scheduling app, helpdesk and SMTP plugin, DoubleScale brings them together and keeps every customer’s history in one timeline.

Live demo: try.doublescale.io · Website: doublescale.io · Documentation: doublescale.io/docs · Video tutorials: YouTube

Why teams choose DoubleScale

• One contact record for everything. Campaigns, deals, invoices, bookings, tickets and tasks all attach to the same contact.
• Turn on only what you need. Every major module can be switched on or off from Control Modules, so your team sees a clean, focused admin.
• Self-hosted and GDPR-friendly. Your data stays in your WordPress database: no third-party CRM cloud, no vendor lock-in.
• No per-contact pricing. Unlimited contacts and unlimited custom fields.
• Built for WordPress. Native integrations with WooCommerce, popular form builders, LMS and membership plugins.

Modular by design: switch modules on or off

DoubleScale is a modular CRM plugin. Open Control Modules in the DoubleScale header to enable or disable Sales (with Pipelines, Proposals & Invoices, Contracts, Credit Notes and Products), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP. Turning a module off hides its menus and pauses its background jobs, APIs and role permissions. Turn it back on at any time without reinstalling, and nothing is lost.

CRM and contact management

A complete WordPress CRM for leads and customers. Store unlimited contacts with custom fields, organise them with tags and lists, and build dynamic segments with rules. Import contacts from CSV, WordPress users or WooCommerce customers. Every contact has a full activity timeline showing emails, messages, deals, bookings, support tickets, form submissions, page visits and automation runs, in one chronological view.

Email marketing and newsletters

Send professional email marketing campaigns and newsletters directly from WordPress.

• Drag-and-drop email builder with responsive blocks, a Navigator to jump to any section, column or block, saved templates and merge tags
• Broadcast to lists, tags or segments, send now or schedule for later
• A/B testing for subject lines and content
• Email sequences (drip campaigns) for onboarding and nurture flows
• Open, click, bounce and unsubscribe tracking with full delivery logs
• Unsubscribe and preference pages handled for you

SMS and WhatsApp marketing (Pro)

Reach customers on the channels they read most. Send SMS campaigns through Twilio and WhatsApp campaigns with Meta-approved WhatsApp Business templates, using the same audiences, composer and merge tags as email. Opt-outs and delivery status are recorded on each contact.

Marketing automation

A visual workflow builder that connects every module. Choose from 100+ triggers across contacts, campaigns, deals, forms, bookings, support tickets, WooCommerce, LMS and membership plugins, then add actions: send an email, SMS or WhatsApp message, start an email sequence, add tags, update a deal, create a task or call a webhook. Add delays, conditions, goals and branches to build complete customer journeys, such as welcome series, abandoned cart recovery, lead nurturing and post-purchase follow-ups.

Sales pipeline and deal management

Track every opportunity on a drag-and-drop kanban board. Create multiple sales pipelines with custom stages, deal values, owners and custom fields, and see forecasts at a glance. Moving a deal to a new stage can trigger automations, for example sending a proposal, creating a task or tagging the contact.

Proposals, quotes, invoices and contracts

Run the whole quote-to-cash process inside WordPress.

• Proposals and quotes with line items, taxes and online acceptance with e-signature
• One-click conversion from an accepted proposal to an invoice
• Invoices with branded PDFs and online payments through Stripe, PayPal and other gateways (Pro)
• Contracts with templates and signatures
• Credit notes, products and tax rates
• XRechnung e-invoices for German public-sector customers (Pro)
• Subscriptions and recurring billing (Pro)

Client portal

Give customers one secure place to see their proposals, invoices, contracts, bookings and support tickets. Add the portal to any page with the [doublescale_client_portal] shortcode. Customers can accept proposals, pay invoices and follow their documents without emailing you.

Appointment booking and scheduling

A complete appointment booking system built into your CRM, so you no longer need Calendly or a separate booking plugin. Clients book meetings, consultations, demos, classes and coaching sessions from a booking page on your own site, and every booking is saved on their contact record.

• One-to-one and group events, with a maximum number of attendees per time slot
• Availability schedules with working hours, date overrides, buffer time between meetings and booking frequency limits
• Embeddable booking pages with automatic time zone detection for your guests
• A booking form that collects your guests’ details before the meeting
• Email confirmations and reminders for guests and hosts, with easy rescheduling and cancellation
• Online, phone and in-person meetings, with the meeting details sent to your guest
• Bookings dashboard to view, filter and manage every appointment
• Booking Manager and Booking Agent roles so each team member manages their own calendar
• Every booking on the contact’s timeline, next to their emails, deals and tickets

Booking Pro adds team scheduling with round-robin and collective availability, two-way calendar sync with Google Calendar, Outlook / Microsoft 365, Apple Calendar and iCal, Zoom, Google Meet and Microsoft Teams links created automatically, custom booking questions with conditional logic, paid bookings with online payments, waiting lists when a slot is full, SMS reminders, and automations that run when a booking is created, confirmed, rescheduled, completed or cancelled, for example to send a follow-up email or create a deal.

Helpdesk and support tickets

A complete ticketing system next to your sales and marketing data.

• Shared inbox with overview cards for all, open, pending, resolved and closed tickets
• Assign agents, set status and priority, add tags, internal notes and CC recipients
• File attachments with secure downloads
• Customer support portal on any page with [doublescale_support_portal], or inside the client portal
• Email notifications for customers and agents, plus helpdesk reports
• Email-to-ticket through IMAP, custom ticket fields, auto close for inactive tickets and an incoming webhook (Pro)

Tasks and projects (Pro)

Plan and deliver client work without a separate project management tool. Create and assign tasks with due dates and reminders, and manage projects on kanban boards with statuses, progress, discussions and custom fields, all linked to contacts and invoices.

Built-in SMTP for reliable email delivery

Replace your SMTP plugin. DoubleScale routes wp_mail() through 20+ email providers, including Amazon SES, SendGrid, Mailgun, Postmark, Brevo, SparkPost, SMTP2GO, Mailjet, MailerSend, Mandrill, Elastic Email, SendLayer, SocketLabs, toSend, Emailit, Gmail, Outlook, Zoho and any SMTP server. Use different connections for transactional and marketing email, add a fallback connection, send test emails and review full email logs.

Analytics and reports

Dashboards for contacts, campaigns, email delivery, automations, sales pipelines and support, with KPI cards, charts, date ranges and CSV export, so everyone can see what is working without exporting data to another tool.

Team roles and permissions

Give every team member the access they need and nothing more. Each person gets one level, Manager or Agent, with access to the whole CRM or to chosen modules: CRM Manager and CRM Agent, Campaign Manager and Campaign Agent, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. Contacts have an owner and collaborators, agents can be limited to their own contacts, new leads can be routed to one person or shared in turns, and a departing member’s records can be handed to someone else in one step. Each person chooses their own notifications.

AI and MCP

• AI writing assistant. Connect your own OpenAI, Google Gemini, Groq, OpenRouter or OpenAI-compatible API key to draft emails, generate templates and suggest subject lines.
• Built-in MCP server. Connect Claude, Cursor and other Model Context Protocol clients with API keys, so AI assistants can work with your contacts, documents, campaigns and bookings, within the same module and role permissions as your team.

Integrations

• E-commerce: WooCommerce (orders, customers, abandoned carts, subscriptions and reviews), Easy Digital Downloads and SureCart
• Form builders: Contact Form 7, WPForms, Fluent Forms and Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable Forms, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm and JetFormBuilder (Pro)
• LMS: LearnDash, Tutor LMS, LifterLMS and LearnPress
• Membership: MemberPress and Paid Memberships Pro
• Messaging and payments: Twilio, WhatsApp Business, Stripe, PayPal and more

Who is DoubleScale for?

Small businesses, agencies, consultants, coaches, course creators, online stores and growing sales and support teams who want a self-hosted WordPress CRM that replaces several SaaS subscriptions, from solo founders to teams managing 100,000+ contacts.

How DoubleScale compares

Looking for a HubSpot alternative, a Mailchimp alternative or a FluentCRM alternative? See our detailed comparisons: vs FluentCRM · vs HubSpot · vs ActiveCampaign · vs Pipedrive · vs GoHighLevel · vs FunnelKit · vs Brevo · vs MailerLite · vs Omnisend

Source Code

This plugin includes compiled JavaScript and CSS in the build/ directory. Human-readable source lives in src/.

Public repository: DoubleScale on GitHub

Build from source
1. Install Node.js (LTS recommended)
2. From the plugin directory: npm install
3. Production assets: npm run build
4. Development/watch: npm run dev

Outputs include client bundles under build/. Third-party libraries are listed in package.json.

Lint / code standards

The PHP code follows the WordPress Coding Standards (WPCS 3.x) with WordPress-Extra (security sniffs) and PHPCompatibilityWP enabled.

1. composer install — installs PHPCS, WPCS, and the rest of the dev tools.
2. composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/.
3. composer format — runs phpcbf to auto-fix what it can (whitespace, indentation, brace style).

For plugin-structure / readme / asset-organization checks, install the official Plugin Check plugin into a local WordPress install and run it via Tools → Plugin Check. Plugin Check is the same tool the WordPress.org review team runs.

Privacy Policy

DoubleScale stores CRM, campaign, booking, task, support, and analytics data in your WordPress database. The plugin does not transmit that core repository to DoubleScale servers by default.

Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers’ terms — and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations.

Privacy-minded operators have access to: per-contact GDPR exports, hard-delete workflows, consent tracking per channel, retention rules for tracking data, and unsubscribe handling for every send.

External Services

DoubleScale connects to external services only when you configure those integrations. No data is transmitted without your API keys, OAuth grants, or explicit provider setup. Each provider listed below is independent of DoubleScale; using one means you also agree to that provider’s terms and privacy policy.

For every service below:

• Endpoint — API base URL used after you save credentials (not a public marketing or documentation page; it may not load in a browser).
• Terms / Privacy — Public legal pages for that provider. These are the URLs WordPress reviewers and site owners should open to read each service’s policies.

AI services

OpenAI (optional)
* Purpose: AI-assisted email composition and template generation.
* Data sent: The prompt text and any campaign content you submit through the AI builder. Sent only when you click an AI generate action.
* Endpoint: https://api.openai.com
* Terms: https://openai.com/policies/terms-of-use
* Privacy: https://openai.com/policies/privacy-policy

Google Gemini (optional)
* Purpose: Alternative AI provider for email composition.
* Data sent: Prompt text and campaign content, only when you click an AI generate action.
* Endpoint: https://generativelanguage.googleapis.com
* Terms: https://policies.google.com/terms
* Privacy: https://policies.google.com/privacy

SMTP / email providers

Each provider is selectable per connection. DoubleScale sends outgoing mail to that provider’s API only after you save credentials.

• SendGrid — https://api.sendgrid.com · Terms · Privacy
• Mailgun — https://api.mailgun.net · Terms · Privacy
• Postmark — https://api.postmarkapp.com · Terms · Privacy
• SparkPost — https://api.sparkpost.com · Terms · Privacy
• SMTP.com — https://api.smtp.com · Terms · Privacy
• SMTP2GO — https://api.smtp2go.com · Terms · Privacy
• MailerSend — https://api.mailersend.com · Terms · Privacy
• Mailjet — https://api.mailjet.com · Terms · Privacy
• Brevo (Sendinblue) — https://api.brevo.com · Terms · Privacy
• Mandrill — https://mandrillapp.com/api · Terms · Privacy
• ElasticEmail — https://api.elasticemail.com · Terms · Privacy
• SendLayer — https://console.sendlayer.com/api · Terms · Privacy
• SocketLabs — https://inject.socketlabs.com · Terms · Privacy
• Loops — https://app.loops.so/api · Terms · Privacy
• Amazon SES — AWS regional endpoints (e.g. https://email.us-east-1.amazonaws.com) · Terms · Privacy

OAuth-based mail providers

Send mail through your own account via OAuth. Outgoing email content and profile email are sent on connect.

• Gmail / Google Workspace — https://www.googleapis.com/oauth2/*, https://gmail.googleapis.com · Terms · Privacy
• Microsoft Outlook / 365 — https://login.microsoftonline.com, https://graph.microsoft.com · Terms · Privacy
• Zoho Mail — https://accounts.zoho.com, https://mail.zoho.com/api · Terms · Privacy

CRM sync providers (Pro)

Two-way contact and deal sync. Only mapped fields are sent.

• ActiveCampaign — Your account’s API host · Terms · Privacy
• HubSpot — https://api.hubapi.com · Terms · Privacy
• Pipedrive — https://api.pipedrive.com · Terms · Privacy
• GoHighLevel — https://marketplace.gohighlevel.com, https://services.leadconnectorhq.com · Terms · Privacy

Messaging providers (Pro)

• Twilio — SMS sending and inbound. Phone numbers and message content sent. https://api.twilio.com · Terms · Privacy
• Meta WhatsApp Business — WhatsApp sending and inbound via Cloud API. https://graph.facebook.com · Terms · Privacy

Payments (Pro)

• Stripe — Booking payments (amount, currency, payer email). https://api.stripe.com · Terms · Privacy

Plugin-specific services

• DoubleScale (doublescale.io) — License validation, Pro add-on store, update checks. Sends site URL, environment type, and (on explicit action) license key / add-on ID. No CRM or contact data. https://doublescale.io · Terms · Privacy
• UI Avatars (ui-avatars.com) — Gravatar fallback. The browser loads an initials avatar when no Gravatar exists; only the display name is in the URL. https://ui-avatars.com/api/ · Terms · Privacy

AI provider endpoints (optional, bring-your-own-key)

Point DoubleScale at any OpenAI-compatible endpoint with your own API key. Providers are not contacted unless you save credentials.

• OpenRouter — https://openrouter.ai/api/v1 · Terms · Privacy
• Groq — https://api.groq.com/openai/v1 · Terms · Privacy
• Any other OpenAI-compatible endpoint you supply.

Disabling

Disable any connector by removing its credentials in DoubleScale → Settings or by deactivating the related automation. Outgoing API calls only happen when you trigger an action that requires the configured service.

Credits

• Website & documentation: doublescale.io

Support

• Website & documentation: doublescale.io
• WordPress.org support: https://wordpress.org/support/plugin/doublescale/ (when the plugin listing is public)

Contribute

Bug reports, ideas, and pull requests are welcome …