| 开发者 |
vixgrowy
samuelgallegos |
|---|---|
| 更新时间 | 2026年10月16日 18:12 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1.3 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
[doublescale_client_portal] shortcode. Customers can accept proposals, pay invoices and follow their documents without emailing you.
Appointment booking and scheduling
A complete appointment booking system built into your CRM, so you no longer need Calendly or a separate booking plugin. Clients book meetings, consultations, demos, classes and coaching sessions from a booking page on your own site, and every booking is saved on their contact record.
[doublescale_support_portal], or inside the client portalwp_mail() through 20+ email providers, including Amazon SES, SendGrid, Mailgun, Postmark, Brevo, SparkPost, SMTP2GO, Mailjet, MailerSend, Mandrill, Elastic Email, SendLayer, SocketLabs, toSend, Emailit, Gmail, Outlook, Zoho and any SMTP server. Use different connections for transactional and marketing email, add a fallback connection, send test emails and review full email logs.
Analytics and reports
Dashboards for contacts, campaigns, email delivery, automations, sales pipelines and support, with KPI cards, charts, date ranges and CSV export, so everyone can see what is working without exporting data to another tool.
Team roles and permissions
Give every team member the access they need and nothing more. Each person gets one level, Manager or Agent, with access to the whole CRM or to chosen modules: CRM Manager and CRM Agent, Campaign Manager and Campaign Agent, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. Contacts have an owner and collaborators, agents can be limited to their own contacts, new leads can be routed to one person or shared in turns, and a departing member's records can be handed to someone else in one step. Each person chooses their own notifications.
AI and MCP
wp_mail() immediately)Yes, that is what it is built for. DoubleScale covers contact management, email marketing and newsletters, marketing automation, sales pipelines, proposals and invoices, appointment booking, a helpdesk, built-in SMTP and reports in one plugin, with SMS, WhatsApp, tasks and projects available in Pro. Every module shares one contact record, one activity timeline and one automation engine, so you can retire separate tools such as a hosted CRM, Mailchimp, Calendly, an SMTP plugin and a standalone helpdesk.
Yes. Click Control Modules in the DoubleScale header to switch Sales (and its sub-modules), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP on or off. A disabled module's menus, APIs, background jobs and role permissions are paused, and everything comes back exactly as it was when you turn it on again. Contacts are always on.
Most WordPress CRM plugins focus on contacts, email marketing and automation. DoubleScale includes those and adds sales pipelines, proposals and invoices, appointment booking, a support ticket system, a client portal and built-in SMTP, all around the same contact record, so you do not need extra plugins for each. See the full DoubleScale vs FluentCRM comparison.
No. DoubleScale never charges per contact, and the free plugin supports unlimited contacts. Sites with more than 100,000 contacts have been benchmarked.
In your own WordPress database. Contacts, deals, documents, emails, tickets and tracking events are stored in tables on your server. Third-party services such as email providers, Twilio or Stripe are only contacted when you connect them yourself.
Yes, natively. Customers and orders flow into the CRM, and you can trigger campaigns and automations from order, subscription, review and abandoned cart events, including abandoned cart recovery. See the DoubleScale WooCommerce CRM integration guide.
Yes, with DoubleScale Pro. SMS is sent through Twilio and WhatsApp through the WhatsApp Business Platform with Meta-approved templates. Both use the same audiences, composer and merge tags as email, in campaigns and in automations.
It offers the core scheduling experience: availability rules, embeddable booking pages, confirmations, reminders and automatic time zones. The difference is that every booking lands on the contact record and stays in your own database. Booking automations, paid bookings, waiting lists, video meeting links and calendar sync are available in Pro.
For many small and growing teams, yes. You get a shared ticket inbox with statuses, priorities, tags, internal notes, agent assignment, attachments, email notifications, reports and a customer support portal. Pro adds email-to-ticket through IMAP, custom ticket fields, auto close and an incoming webhook. Because tickets sit next to sales and marketing data, agents always see the full customer history.
Yes. Add the [doublescale_support_portal] shortcode to any page for a dedicated support portal, or use the [doublescale_client_portal] shortcode to give customers one place for their tickets, proposals, invoices and bookings. The client portal page is created automatically when you activate the plugin.
DoubleScale adds scoped roles so each person sees only what they need: CRM Manager, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. For example, a sales rep sees only their own deals, a support agent works on their assigned tickets, and an automation agent manages only the workflows they created. Site administrators have full access, users can hold several roles, and each person chooses their own notifications.
Fifteen form builders. Four are included in the free plugin: Contact Form 7, WPForms, Fluent Forms and Quill Forms. Eleven more come with Pro: Elementor Forms, Gravity Forms, Ninja Forms, Formidable Forms, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm and JetFormBuilder. Submissions create or update contacts with tags, lists and mapped fields.
Import from a CSV file with field mapping and a preview, sync WordPress users, or import WooCommerce customers. Pro adds connectors for other CRMs and email platforms, such as ActiveCampaign.
No. Heavy work such as campaign sending, automations and tracking runs in the background through Action Scheduler, so your public pages stay fast.
Watch the step-by-step video tutorials on the DoubleScale YouTube channel, or open Watch Tutorial inside the plugin. Documentation and setup guides are at doublescale.io/docs.
Free support is available in the WordPress.org forum. DoubleScale Pro includes email and priority support.