DoubleScale | All-in-One CRM – Sales, Multi-Channel Marketing, Booking, Helpdesk, Automation, MCP & More vs WPForms – AI Form Builder for WordPress – Contact Forms, Payment Forms, Survey Form, Quiz & More

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 …

WordPress Contact Form Builder Plugin WPForms is an AI drag & drop WordPress form builder that’s EASY and POWERFUL. Create contact forms, feedback forms, subscription forms, payment forms (including Stripe, Square & PayPal), and other types of forms for your site in minutes with just a few clicks! At WPForms, user experience is our #1 priority. Our pre-built form templates and workflows make WPForms the most beginner-friendly contact form plugin on the market. You don’t have to hire a developer. Create a form in less than 5 minutes with our drag & drop form builder, using a template or just asking AI to get a head start. WPForms Pro This plugin is the Lite version of WPForms Pro, which comes with email subscription forms, multi-page contact forms, file uploads, conditional logic, and extra payment integrations. Click here to purchase the best premium WordPress contact form plugin now! 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We optimized every query on the frontend and the backend to ensure that it’s one of the fastest WordPress contact form plugins. You can embed your contact form on any page with an optimized title and description, so WPForms is one of the most SEO friendly contact form plugins too. Fields & Features You Need to Succeed With star ratings, file uploads, repeater fields, survey fields, and multi-page contact forms, you can easily build the right custom form for your site’s needs. Plus, integrate your contact forms with an email marketing service in just a few steps and collect payments with Stripe, PayPal, and Square for bookings and orders without the need for a dedicated eCommerce plugin. See what one business owner has to say about their WPForms contact form: As a business owner, time is my most valuable asset. WPForms allows me to create smart contact forms with just a few clicks. With their pre-built form templates and the drag & drop builder, I can create a new form that works in less than 2 minutes without writing a single line of code. Well worth the investment. David Henzel – Co-founder of MaxCDN Surveys & Polls Create custom survey forms like Survey Monkey. Our WordPress survey plugin addon comes with smart survey fields including Likert scale, star ratings, and NPS. Embed your surveys and polls anywhere in WordPress. Use our survey reporting tools to customize graphs, export them for presentations, and display aggregate results. You can also share poll results instantly when collecting votes. Default WordPress Forms Aside from building simple contact forms, WPForms also helps you create better default WordPress forms, like custom WordPress login forms and custom WordPress user registration forms. Create a password-protected contact form or even a members-only contact form. Bloggers and publishers can use our WordPress post submission forms to accept guest posts, testimonials, and more. Payment Forms, Donation Forms, Booking Forms, and More While WPForms started out as a contact form plugin, it has evolved into a powerful custom forms solution for any type of payment or booking form. WPForms integrates with PayPal, Stripe, Square Payments, Authorize.Net, and Mercado Pago so you can easily accept credit card payments or take payments via PayPal. Bonus: you can also take signatures. We’re proud to be a Stripe Verified Partner. This partnership allows us to build the best Stripe integration with early access to features. You can use our Stripe integration to accept both one-time payments as well as recurring payments while syncing all form data to your Stripe account. Custom Calculator Forms Using the WPForms Calculations addon, you can build custom formulas and display results on the frontend. Create simple arithmetic calculations or build complex conditional calculations with rounded values, averages, time ranges, and more! It’s the best calculator plugin for WordPress. Forms Optimized for Conversions With our Form Pages addon, you can create distraction-free custom form landing pages to increase conversions. To improve form completion rates, we created Conversational Forms which helps you make your feedback forms feel more human by adding an interactive layout. (See Conversational Forms Demo). Easy to Customize and Extend You can easily customize your contact forms with our section dividers, HTML blocks, and CSS. Embedding forms in Elementor and Divi has never been easier thanks to our native integrations. We also know that our developer friends may want more control, so we added tons of hooks and filters. Full WPForms Feature List Online form builder – powerful drag & drop contact form builder. Create WordPress contact forms, payment forms, and other online forms without writing any code. 100% mobile responsive. GDPR friendly. Payment Forms – Take payments, donations, down payments, recurring payments, service payments with our Stripe (FREE) integration. Form templates pre-built and ready to import. Form styling for fields, labels, and buttons. Spam protection built in, plus integrations with hCaptcha, Google reCAPTCHA, and Cloudflare Turnstile. AI Forms to automatically create and refine forms through natural conversation. Instant form notifications via email. Custom form confirmations with success messages or thank you pages. Smart phone field that adapts to your visitor’s location. AI Choices to automatically populate Multiple Choice, Checkboxes, and Dropdown field options. Coupons for free shipping and sale discounts. Calculator forms for payment, shipping, billing, and more. File upload fields for user submissions. Multi-page forms with progress bars. Smart conditional logic to show or hide fields. Repeater field that enables the person filling out the form to easily add another field or group of fields to fill out. Perfect for group registration forms, custom order forms, and more. Signatures for agreements or payment forms. User registration forms and custom login forms. Post submission forms to collect user-generated content. Geolocation to collect location data along with submissions. Surveys and Polls with interactive reports. Quizzes with graded tests, personality quizzes, and scored assessments, plus AI-generated questions. Form abandonment detection to collect partial form submissions. Form locker to control access using passwords, dates, and more. Offline forms to collect submissions without an internet connection. Form landing pages to boost conversions. Conversational forms to boost overall completion rates. Lead forms to get more submissions with multi-step layouts. Webhooks to send data without third party connectors. User Journey reports so you know which content is driving form conversions. Save and Resume to let visitors save and come back later. Entry Automation to export and delete form entries on a daily, weekly, or monthly basis. Integrations Google Sheets Zapier PayPal Commerce Stripe – We’re a Stripe Verified Partner for Payments. Square Authorize.Net Mercado Pago Mailchimp AWeber Campaign Monitor GetResponse Constant Contact Airtable Notion Drip ActiveCampaign HubSpot Brevo MailerLite MailPoet ConvertKit Klaviyo SendGrid Salesforce Slack Dropbox Google Calendar Google Drive Twilio Pipedrive Make Zoho CRM You can see why WPForms is the best WordPress contact form plugin on the market! Want to unlock these features? Upgrade to our Pro version. Credits This plugin is created by Syed Balkhi. Branding Guidelines WPForms® is a registered trademark of WPForms LLC. When writing about the contact form plugin by WPForms, please make sure to uppercase the initial 3 letters. WPForms (correct) WP Forms (incorrect) wpforms (incorrect) wpform (incorrect) Notes WPForms is absolutely, positively the most beginner-friendly WordPress contact form plugin on the market. It is both easy and powerful. We took the pain out of creating online forms and made it easy. Check out all WPForms features. Also, I’m the founder of WPBeginner, the largest WordPress resource site for beginners. It was a huge priority for me to make a WordPress contact form plugin that beginners can use without any training. I feel that we have done that here. I hope you enjoy using WPForms. Thank you, Syed Balkhi