Give every conversation the context it deserves
Bring contacts, companies, notes, activities, lists, tags, forms and ownership into a dependable Customer 360 record that teams can actually use.
Unified Profiles
Contact details, company context, source, ownership and history in one place.
Activity Timeline
Notes, form events, communications, tasks and lifecycle activity remain visible.
Lists, Tags & Segments
Organise audiences for sales focus, workflow triggers and reporting.
Clear Ownership
Assign customer records and follow-up responsibility to the right person.
A complete record without unnecessary complexity
The free CRM foundation gives small businesses structured contacts and companies, basic deals and tasks, notes, follow-up queues and customer profiles inside WordPress.
- Contact and company relationship records
- Notes and activity timeline
- Follow-up queue and basic tasks
- CSV import and protected export
Custom fields, scoring and segmentation
CRM Pro adds richer qualification and organisation tools so teams can distinguish priority, fit, lifecycle and engagement instead of treating every record the same.
- Custom fields and reusable segments
- Lead scoring and assignment rules
- Salespeople and lifecycle events
- Consent and communication preferences
Capture and synchronise customer information reliably
Use standalone Forms integration, CRM lifecycle hooks, safe CSV imports and supported Accounting customer imports while maintaining reliable post-save events for downstream add-ons.
- Forms Free and Pro detection
- Workflow event hooks for key records
- One-way Accounting customer import support
- Safer import validation and workspace-aware scoping
Turn every customer record into useful context
Start with the free contact foundation and add Pro qualification, communications and automation when your process is ready.