DoubleScale | Self-Hosted CRM – Sales, Marketing, Booking, Helpdesk, Automation, MCP & More vs Time Slot – Booking and Appointment System

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 …

Book appointments online with a simple booking form and flexible scheduling. Time Slot is a lightweight booking plugin with a powerful booking system. Manage availability, send notifications, and accept payments in one place. Control Your Schedule & Availability Set your schedule to prevent unwanted bookings Business Hours, Breaks & Holidays – Set your business hours, break times, and holidays to block unavailable dates and times on your booking form Service Days Off (Pro) – Set days off for each service to control when appointments can be booked Customer Panel (Pro) – Allow customers to cancel appointments and edit their profile Staff Days Off – Add days off for staff members to block their availability on the booking calendar Block Fully Booked Time Slots – Automatically hide unavailable time slots from your booking form Advance Notice – Set the advance notice time to prevent last-minute, same-day appointments Buffer Time Between Appointments – Add time before appointments to prepare for the next booking Single Service Booking Form – Hide the service field on the booking form when only one service is available Unlimited Appointments & Services – Create and manage unlimited appointments, services, staff, and customers Appointment Management Dashboard – Add, edit, cancel, and delete appointments from your admin dashboard Accept Payments & Offer Coupons Handle payments, refunds, and discounts directly from your website PayPal Payments (Pro) – Securely accept PayPal payments for booked appointments Stripe Payments (Pro) – Accept card payments instantly on the booking form Mollie Payments (Pro) – Accept credit card payments for bookings on your website Refund Management (Pro) – Issue refunds directly from your dashboard Coupons & Promo Codes – Create percentage or fixed discounts for your booking form Multiple Currencies – Display prices in your selected currency with automatic formatting Secure Payments (Pro) – Payment data is handled securely without storing card details in your database Send Notifications & Sync Calendars Send messages to your customers and staff, and update your calendar Confirmation Emails – Send emails when appointments are booked or canceled Email Reminders (Pro) – Send automatic reminders before upcoming appointments SMS Notifications (Pro) – Send SMS messages for bookings, cancellations, and reminders Google Calendar Sync (Pro) – Sync appointments with Google Calendar in both directions iCal Calendar Files – Include calendar files in emails for easy import into calendar apps Custom Booking Messages – Customize messages shown on the booking form and confirmation screen Manage Records, Data & Settings Save and manage your booking data and settings Customer Management – Store and manage customer contact information Export Appointment Details – Export data as CSV files for reporting or backup Print & Save Records – Save or print booking data for your business records Import Customer Data (Pro) – Import customer data from CSV files Import & Export Settings – Move your booking settings between websites Setup & Display the Booking Form Customize the booking form and add it to your website Booking Form Embed – Add your booking form with a block or shortcode Page Builder Support – Works with Elementor, Beaver Builder, Divi, and more Booking Form Style – Adjust colors and styles to match your website Custom Booking Fields (Pro) – Collect additional information from customers Quick Setup Wizard – Guided setup to quickly configure basic settings Support Multiple Languages & Accessibility Reach more users with translation, screen reader, and keyboard support Translation Ready – Works with WPML and Polylang, and supports multiple languages Available Languages – Fully translated into English, Spanish, French, Dutch, German, Italian and Polish Accessibility Support – Booking form and admin pages support keyboard and screen readers Who Should Use This Plugin Time Slot is designed for businesses and individuals who need to manage appointments or reservations. Examples include: Beauty & Personal Care – Hair salons, barbershops, tattoo artists, nail salons Health & Fitness – Yoga & dance lessons, personal trainers, wellness coaches Professional Services – Consultants, lawyers, coaches, accountants, notaries Events & Creative – Photographers, caterers, wedding planners, musicians Real Estate – Real estate agents, contractors, cleaning services, inspectors Repairs & Technical Services – Plumbers, mechanics, electricians, technicians Education – Tutors, teachers, private lessons, coaching sessions, workshops Recreation & Clubs – Club facilities, sports courts, equipment How to Start Booking Visit our documentation for detailed setup instructions. Setup Wizard – Configure your date and time settings, services, and business hours Display the Booking Form – Add your booking form with a shortcode, block, or page builder Email Notifications – Customize your messages to customers and staff Full Documentation – View all setup guides and advanced settings