DoubleScale | Self-Hosted CRM – Sales, Marketing, Booking, Helpdesk, Automation, MCP & More vs TrueBooker – Appointment Booking and Scheduler 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 …

TrueBooker is a powerful yet easy-to-use appointment scheduling system , designed to help individuals and businesses manage bookings efficiently. It offers a clean, professional interface with quick setup and intuitive scheduling controls, allowing you to accept and manage appointment requests directly from your website. Administrators can easily review, approve, or cancel bookings from the WordPress dashboard, ensuring smooth and organized appointment management. ⚠️ Important: Version 1.1.9 and later versions include database structure updates. Please backup your database before updating. Useful Links Official Page || TrueBooker Demos || Documentation TrueBooker is ideal for: TrueBooker is suitable for a wide range of use cases, including service providers, clinics, consultants and small businesses looking for a reliable booking solution without unnecessary complexity. Health & Wellness Professionals Health and wellness professionals such as doctors, dentists, therapists, nutritionists, physiotherapists, and wellness consultants who schedule patient or client visits. Beauty & Salon Services Beauty and salon services including hair stylists, makeup artists, nail technicians, and beauty professionals offering time-based services. Fitness & Gyms Fitness and training services such as personal trainers, yoga instructors, dance teachers, and fitness coaches who manage individual or group sessions. Maintenance & Repair Services Maintenance and repair services such as electricians, plumbers, mechanics, technicians, and other service providers who visit clients by appointment. Upgrade to PRO & Explore the TrueBooker Roadmap We’re continuously enhancing TrueBooker to provide a powerful and user-friendly appointment booking plugin for WordPress. PRO version is available with additional advanced features. Backend & Frontend Enhancements Premium dashboard UI design (Admin & Frontend) New module integration for extended control Custom brand settings (Company logo & business details) What’s New in TrueBooker ( Pro version ) We continuously enhance TrueBooker to deliver a smoother and more powerful appointment scheduling experience. Here’s what’s new in the latest update: Branch Management & Handler: Manage multiple branches with their own staff, services, and schedules. Assign branch managers to handle bookings and staff, ensuring smooth and accountable operations. Department Management & Handler: Organize services into departments and assign handlers to oversee appointments, staff, and operations for each department. Staff Dashboard: Give staff their own dashboard to manage personal details, assigned services, and schedules for better organization and efficiency. Service Timing & Holidays: Set specific working hours, holidays, and special day-offs for flexible scheduling. Refund Policy & Eligibility: Configure refund rules and eligibility within the plugin. Reschedule & Cancel Appointments: Allow customers and admins to easily modify or cancel bookings. Admin Rescheduling: Enable admins to reschedule appointments directly from the backend. Individual Staff Hours: Define custom working hours and breaks for each staff member. Appointment Filters: Quickly sort and manage appointments using backend filter dropdowns. Dynamic Pricing: Automatically adjust service prices based on duration, rules, or other criteria. Custom Scheduling Status: Create and assign custom status tags (e.g., Pending, Approved, Completed, Cancelled) for clear appointment tracking and management. Secure Payment Methods: Centrally manage currencies, deposits, and tax settings. Support for Local, PayPal, Stripe, and Mollie payments ensures smooth, transparent transactions. Custom Thank-You Page Redirection: Redirect customers to a custom thank-you or confirmation page after booking completion. Make Online Bookings Easy with TrueBooker Shortcode Powered & Easy to Use: No coding needed — easily integrate and manage all your bookings with an intuitive interface. Powerful Scheduling Tools: Set your working hours, breaks, and special days with full control over availability. Unlimited Services: Add and categorize as many services and sub-services as you like for customer convenience. Responsive & Customizable Design: Mobile- and desktop-friendly booking forms that you can style to match your brand. Seamless Website Integration: Embed TrueBooker effortlessly and let customers book through an interactive booking wizard. Core Functionality (For Pro version) TrueBooker offers essential tools to manage appointments, staff, services, and notifications, providing a seamless scheduling experience for any business. Tax: Automatically calculate taxes during appointment scheduling. Invoice: Create and send invoices for booked appointments. Cart: Treat appointments like cart items for an easy checkout process. Deposit Payment: Allow down payments to confirm bookings. Staff Member Selection: Let customers choose their preferred staff. Extra Services: Bundle multiple services into one booking. Multi-Booking: Schedule multiple appointments in one session. Holiday Setting: Block specific days/holidays to avoid bookings. Special Day Pricing: Set custom pricing for holidays or special events. Custom Service Duration: Adjust service length and pricing as needed. Custom Scheduling Status: Add custom tags/statuses to appointments. Rescheduling: Allow customers to change appointment date/time. Appointment Analytics: Track and analyze booking trends and performance. Payment Gateways: Support secure online payments through multiple gateways. And much more… Unlock PRO features with TrueBooker Booking PRO. Explore the full list of TrueBooker Booking features. To display the booking form Elementor Widget: Drag and drop the TrueBooker Booking Form widget into your page. Gutenberg Block: Add the TrueBooker Booking Form block from the block editor. Shortcode: Use the shortcode below in any page or post – [truebooker-bookingform] Key Benefits TrueBooker Booking makes appointment scheduling and online bookings easy and painless for both business owners and their customers. Flexible Scheduling: Fully customizable scheduling options with unlimited services, sub services, business hours. Simple Administration: Straightforward but feature-filled administration in the backend. Easy set-up and configuration: Booking form integration with shortcodes easily integrated with popular page builders like Elementor, WPBakery, or Gutenberg blocks No coding required: No need to touch a single line of code. Everything can be done from the backend. Professional Design: Clean and modern & responsive design that looks great on all devices. Extensive Documentation: detailed documentation to guide you trough the setup and all the features. Free version available: Most features are available in the free version of plugin. The Premium version is a great upgrade if you need some more features and flexibility. Great support: Quick and helpful support if you should ever need it.