DoubleScale | All-In-One Business Growth Platform

DoubleScale is the operating system for a WordPress-native business. It replaces the stack most teams cobble together — CRM + Mailchimp + Calendly + ClickUp + a transactional email provider + a helpdesk + a reporting dashboard — with one plugin that lives inside wp-admin and stores everything in your own database. You shouldn't need eight separate logins, eight billing relationships, and eight half-broken integrations to run a small business. DoubleScale unifies them around a single contact record, so a form submit can fire an automation, book a meeting, open a support thread, score the lead, alert the assigned rep, and send the receipt — all from the same data model. What's inside one plugin DoubleScale is a single install that gives you nine first-class modules, every one designed to feel like a dedicated product: 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. Deals & Pipelines — sales pipeline management Drag-and-drop kanban pipelines with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Run separate pipelines for sales, partnerships, renewals, or onboarding. Every deal carries the full contact, activity, and email thread with it. Stage transitions can fire automations (move to "Closed Won" → send invoice + assign onboarding task + tag in CRM). 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. 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. 7. Inbox — unified helpdesk across email, SMS, and WhatsApp A shared inbox for email, SMS, and WhatsApp conversations. Threads stay attached to the contact record. Assign threads to teammates, mark as read/unread, archive, and reply without leaving WordPress. IMAP polling brings inbound email replies straight into the inbox. Inbound WhatsApp and SMS messages can also fire automations — auto-tag, route to a teammate, open a deal, or kick off a follow-up sequence. 8. 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. 9. Team management — roles, ownership, collaboration Multiple team members can work in DoubleScale at once. WordPress roles map to access patterns: sales reps see only deals they own, CRM managers see everything, support agents see the inbox. Activity is attributed by user. Notifications keep the team in sync. Plus: a visual automation engine that connects all nine Underneath every module is one workflow builder. 11+ trigger types — form submitted, page visited, deal stage changed, link clicked, tag added, booking made, support thread opened, email received, SMS received, WhatsApp received, lead score crossed, list/tag applied or removed — 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. This is the connective tissue that makes "all-in-one" actually mean something. Key capabilities

• 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.
• One contact record shared across every module — campaigns, bookings, tasks, 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.
• 16 form-builder integrations, including Contact Form 7, Gravity Forms, WPForms, Fluent Forms, Elementor Forms, Formidable, Forminator, Ninja Forms, MetForm, JetFormBuilder, Bit Forms, Sure Forms, and WS Form.

Who DoubleScale is for Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want one WordPress-native operations platform 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.

Automatic

1. In wp-admin go to Plugins → Add New
2. Search for DoubleScale
3. Install and activate
4. Open DoubleScale from the admin menu and complete onboarding

Manual upload

1. Download the plugin ZIP
2. Plugins → Add New → Upload Plugin
3. Activate DoubleScale

After activation

1. Review DoubleScale → Settings
2. Connect an SMTP provider (the SMTP module replaces wp_mail() immediately)
3. Import or sync contacts (CSV, WordPress users, or WooCommerce customers)
4. Create your first list, automation, booking calendar, or campaign

You'll have a working CRM + email engine + booking page in under 10 minutes.

= 1.0.2 = 3 Jun 2026

• Fix booking issue
• Fix assets issue
• Fix templates issue while creating a new campaign

1.0.0

• All-in-one launch — nine first-class modules in one plugin:
• CRM with full activity timeline (emails, SMS, WhatsApp, deals, bookings, pageviews, form submits, automations — one chronological view)
• Deals & pipelines (drag-and-drop kanban, weighted forecasting, multi-pipeline)
• Email, SMS, and WhatsApp campaigns
• Email sequences (drip campaigns) with delays, conditional branches, and goal-based exits
• Booking (calendars, availability, embeddable pages)
• Tasks (team task management linked to contacts and deals)
• SMTP routing with 20+ providers and automatic failover
• Unified inbox for email, SMS, and WhatsApp
• Analytics, reports, and dashboards
• Visual automation engine with 11+ trigger types — including WhatsApp received, SMS received, deal stage changed, lead score crossed, link clicked — connecting every module
• 50+ integrations across WooCommerce, EDD, SureCart, LMS plugins, 16 form builders, SMTP providers, Twilio, Meta WhatsApp, Slack, HubSpot, Pipedrive, ActiveCampaign, and more