DoubleScale | Self-Hosted CRM – Sales, Marketing, Booking, Helpdesk, Automation, MCP & More vs Koalendar – Easy Appointment Scheduling & Booking Plugin

DoubleScale is a self-hosted CRM for WordPress covering sales, marketing, booking, helpdesk, and task & project management — in one plugin, on your own database. A built-in MCP server lets AI clients (Claude, Cursor, and compatible tools) operate DoubleScale with API keys, using the same module and permission gates as the rest of the product. You get one contact record, one activity timeline, and one automation engine instead of stitching together a CRM, email tool, calendar, helpdesk, and task app. Enable or disable optional modules under Settings → Modules so the admin stays lean. Live demo: try.doublescale.io · Website: doublescale.io · Documentation: doublescale.io/docs Modular architecture — enable or disable any module DoubleScale is built as a modular plugin. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned on or off under Settings → Modules. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities — assignments are preserved when you turn the module back on. What’s inside one plugin DoubleScale is a single install with first-class modules, each designed to feel like a dedicated product — and each toggleable when you do not need it: 1. CRM — contacts, lists, segmentation, activity timeline A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a full activity timeline that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching. 2. Sales — pipelines, documents, and recurring revenue Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription. Pipelines — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to “Closed Won” → send an invoice, assign a task, tag in CRM). Proposals — branded quotes with line items, customer acceptance, and one-click convert to invoice. Invoices — send, track, and collect payment online (Stripe and manual payments). Contracts — templated agreements with signatures and lifecycle automations. Credit notes — issue refunds and adjustments tied to invoices. Taxes — configure tax rates and apply them to proposal, contract, and invoice line items. Subscriptions — recurring billing and subscription management (Pro). Client portal — embeddable logged-in customer hub ([doublescale_client_portal]) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard. Every deal, document, and payment links to the same contact record, activity timeline, and automation engine. 3. Campaigns — email, SMS, and WhatsApp broadcasts and sequences A drag-and-drop email builder with responsive blocks, reusable templates, A/B testing, and merge tags for any custom field. Broadcast to lists, tags, or rule-based segments. * Email sequences (drip campaigns) — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions. * SMS campaigns — broadcast and triggered SMS via Twilio. Shares the same composer, audience, and merge-tag system as email. * WhatsApp campaigns — send Meta-approved WhatsApp templates and trigger conversations from the same builder. Inbound replies route to the unified inbox. * Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs. 4. Booking — self-service appointment scheduling A full scheduling system inside WordPress — no Calendly needed. Create single events for one-on-one meetings (consultations, demos, coaching sessions) or team events where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence). 5. Tasks — team task management Create, assign, schedule, and track tasks. Link them to contacts and deals. Due dates, reminders, status workflows. Stop running a separate ClickUp or Asana when 80% of your tasks are about customers anyway. 6. Projects — project boards linked to CRM and sales (Pro) Manage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped Project Manager and Project Member roles keep delivery teams focused without granting full CRM admin access. 7. SMTP — multi-provider email routing A complete wp_mail() replacement built into the CRM — no separate SMTP plugin required. Connect one or more of 20+ providers: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down. 8. Support — ticket-based helpdesk with mailbox channels and customer portal A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence. 9. Analytics — dashboards & reports A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), contact growth, automation execution, and email deliverability. Visual charts, KPI cards, custom date ranges, CSV exports. The numbers your founder, marketer, and ops lead all need — without exporting to a BI tool. 10. MCP — AI clients that can operate your CRM DoubleScale ships a built-in Model Context Protocol (MCP) server. Enable it under MCP settings, issue API keys for eligible users, and connect Claude, Cursor, or other MCP-compatible clients. Tools cover contacts, documents, marketing, booking, forms, and more — gated by modules and roles, with validation on writes. Setup includes Application Password auth, Windows connection notes, and emailable instructions so teammates can connect without guessing. 11. User roles — scoped access for sales, support, booking, and project teams DoubleScale ships dedicated roles (plus site administrators). Assign them under Settings → Team. Users can hold multiple roles — capabilities merge across roles. Sales (Pro) CRM Manager — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role. Sales Manager — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role. Sales Rep — Own deals and contacts only; own proposals and invoices; create deals and log activities. Projects (Pro) Project Manager — Create and manage all projects, statuses, and assignments across the team. Project Member — Work on projects assigned to them; update progress and join discussions. Support Support Manager — View and manage every support ticket; assign agents; reply on any thread. Support Agent — View the Support module; reply on tickets assigned to them. Booking Booking Manager — Read and manage all calendars, bookings, and availability schedules across the team. Booking Agent — Manage only own calendars, bookings, and availability. Administrators WordPress Administrator — Every DoubleScale capability automatically. Notes CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require DoubleScale Pro. Support, Booking, and Projects roles are available when those modules are enabled. Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on. Plus: a visual automation engine that connects every module Underneath every module is one workflow builder. 100+ triggers across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into multi-step automations with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook. Automation integrations: E-commerce — WooCommerce (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart Forms — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, JetFormBuilder (Pro) LMS — LearnDash, Tutor LMS, LifterLMS, LearnPress Membership — MemberPress, Paid Memberships Pro Media — Presto Player Messaging — Email received, SMS received, WhatsApp received CRM — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received Booking — Booking created, confirmed, completed, rescheduled, cancelled Support — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned Key capabilities MCP for AI clients — Built-in MCP server so Claude, Cursor, and compatible tools can list, create, and update CRM data via API keys, with the same module and role gates as wp-admin. AI-powered writing and assistance — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data. Modular architecture — enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from Settings → Modules. One contact record shared across every module — campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact. Unlimited contacts and custom fields with no per-contact or per-seat fees. Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in. GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling. Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast. Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively. 15 form-builder integrations — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro). Who DoubleScale is for Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want a self-hosted WordPress CRM for sales, marketing, booking, helpdesk, and delivery — plus MCP so AI tools can work inside that same stack — instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts — DoubleScale is built to scale with your business, not punish it with row-count surcharges. Learn more at doublescale.io. See how DoubleScale stacks up against popular CRM and marketing automation tools: DoubleScale vs FluentCRM: doublescale.io/compare/vs-fluentcrm DoubleScale vs HubSpot: doublescale.io/compare/vs-hubspot DoubleScale vs ActiveCampaign: doublescale.io/compare/vs-activecampaign DoubleScale vs Pipedrive: doublescale.io/compare/vs-pipedrive DoubleScale vs GoHighLevel: doublescale.io/compare/vs-gohighlevel DoubleScale vs FunnelKit: doublescale.io/compare/vs-funnelkit DoubleScale vs Brevo: doublescale.io/compare/vs-brevo DoubleScale vs MailerLite: doublescale.io/compare/vs-mailerlite DoubleScale vs Omnisend: doublescale.io/compare/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. composer install — installs PHPCS, WPCS, and the rest of the dev tools. composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/. 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 …

Koalendar is a WordPress booking and appointment scheduling plugin that lets visitors book meetings, services, and appointments directly from your website. It removes the back and forth emails and manual coordination by syncing bookings automatically with your calendar. Built for WordPress users, Koalendar is easy to install, simple to configure, and works out of the box for individuals and small teams. It keeps availability up to date, prevents double bookings, and helps you turn any WordPress site into a complete online booking system in just minutes, with a Free Forever plan to get started. See Koalendar in action Watch how easy it is to set up and start accepting bookings on your WordPress website: Top Features WordPress booking and appointment scheduling plugin Unlimited booking pages and appointments Calendar sync with Google Calendar, Outlook, and iCloud Accept online payments for services and appointments Personalized booking pages that match your website design Multiple appointment types with custom durations Group bookings and classes with attendee limits Smart availability rules, buffers, and time off Team scheduling with shared and round robin availability Automated booking confirmations and reminders Easy embedding using WordPress blocks, shortcodes, or widgets Perfect for Koalendar is designed for small businesses, professionals, and teams who need a reliable scheduling system: Consultants and freelancers Coaches, tutors, and educators Agencies and remote teams Service based businesses Sales teams booking meetings and demos Anyone who needs an online scheduling calendar on their WordPress website Integrations Koalendar integrates seamlessly with the tools you already use, so your online booking system, calendar, and business workflows stay perfectly aligned. This allows you to manage appointments, meetings, and services without manual updates or double bookings. Calendar integrations with Google Calendar, Outlook, and iCloud to keep availability accurate in real time Video meeting integrations with Google Meet and Microsoft Teams, automatically generating meeting links for online appointments Payment integrations with Stripe, allowing clients to pay when they book an appointment or service Automation platforms such as Zapier, Make, n8n, and Pabbly to connect Koalendar with hundreds of apps and automate follow ups or internal workflows WordPress friendly setup, plus productivity tools like a Chrome extension for quickly sharing booking links Personalized Booking Pages Create clean, professional booking pages that match your brand and website design. Your visitors can make an appointment without leaving your website. Customize colors and layout Share a direct booking link or embed on any page Works with WordPress blocks, shortcodes, or widgets Optimized for desktop and mobile users Smart Availability and Calendar Sync Koalendar connects to all your existing calendars to keep your schedule accurate at all times. Sync with Google Calendar, Outlook, and iCloud Prevent double bookings automatically Set working hours, buffers, and time off Control availability per meeting or service Team Collaboration Built for teams that need shared scheduling. Schedule meetings with multiple team members Round robin and collective availability options Each team member connects their own calendar Perfect for agencies and growing small businesses Multiple Services and Appointment Types Koalendar lets you create multiple services and appointment types within a single booking system, each with its own duration, availability, and rules. This makes it easy to offer different kinds of meetings or services on your WordPress website without juggling multiple calendars or tools. Visitors simply choose the service they need and book an appointment online that fits your schedule. For example, a service based business such as a wellness studio, repair service, or local professional can create appointment types like initial visits, recurring services, or premium sessions, each with its own time length and booking rules, making it easy for customers to schedule the right service directly from the website. Group Bookings and Classes Koalendar makes it easy to manage group bookings and classes directly from your WordPress website. You can allow multiple attendees to book the same session, set participant limits, and keep everything organized in one scheduling system. This is ideal for workshops, coaching programs, fitness or wellness classes, and training sessions, where multiple people need to book the same time slot while you stay in control of capacity and availability. Custom Automations and Reminders (included in PRO plan) Send personalized confirmation and reminder emails before each appointment or meeting. This helps keep clients informed, reduces no shows, and saves time spent on manual follow ups. Custom Booking Forms (included in PRO plan) Collect additional information at the time of booking, such as contact details, service preferences, or special requests. This is especially useful for service businesses that need context before an appointment. Payments (included in PRO plan) Accept online payments for appointments and services directly through your booking system. Charge for consultations, classes, or sessions in advance to simplify billing and secure bookings before they happen. Backlog updates Here are some recent product updates: Appointment types (services): list multiple services directly on your booking page, each with its own price and duration Multiple and recurring bookings: invitees can book multiple dates, or set up recurring bookings, in a single flow Booking durations in hours or days: configure event durations using hours or days New booking page editor: redesigned editor for faster page creation and updates Koalendar available in Spanish and French File upload: collect files with the Google Drive integration Stripe Checkout: offer more payment methods and collect taxes Gmail integration: send booking emails from your own address New integrations: Zapier and Telegram Apple Pay and Google Pay supported automatically on supported devices and browsers