Everything You Need to Grow Your Business
15 powerful features working together to help you manage contacts, close deals, automate workflows, and scale your business — all inside WordPress.
All-in-One Solution
Everything you need in one plugin. No need to juggle multiple tools or subscriptions.
Self-Hosted
Your data stays on your server. Complete control, no external dependencies.
Built for WordPress
Native WordPress integration. Works perfectly with your existing setup.
Transparent Annual Pricing
Simple yearly license. All features included. No per-user fees.
Core CRM
Essential CRM capabilities to manage your business relationships
Contact Management
Store and organize unlimited contacts with powerful search, filters, and segmentation tools.
Deal Pipeline
Visual Kanban board to track deals through customizable stages from lead to close.
Task Management
Assign tasks, set priorities and deadlines, track progress with calendar views.
Custom Fields
Capture any data you need with unlimited custom fields for contacts and deals.
Automation & Communication
Automate workflows and communicate effectively with your contacts
Workflow Automation
Build visual automation workflows with triggers, actions, delays, and conditions.
Email Campaigns
Create targeted email campaigns with drag-and-drop builder and track performance.
Email Templates
Save time with reusable email templates for common communications.
Meeting Scheduling
Let clients book meetings automatically with public booking pages and calendar sync.
Organization & Data
Organize, segment, and customize your CRM data
Tags
Label contacts with custom tags for instant filtering and organization.
Custom Lists
Create smart lists to segment contacts based on any criteria for targeted outreach.
Custom Values
Store custom data values and attributes for maximum flexibility.
Integrations
Connect with WooCommerce, Google Calendar, Zoom, Twilio, and more.
WordPress Form Builder
Connect any WordPress form builder to your CRM. Native integration with Auto Form Builder.
Insights & Engagement
Get deeper insights and engage customers across every channel
Dashboard
Real-time business overview with KPIs, pipeline summary, activity feed, and task tracking.
Ecommerce
Sync WooCommerce orders, track customer lifetime value, and trigger follow-up workflows.
Chat
Unified inbox for all customer conversations with automatic CRM linking and quick replies.
Questions About Auto Form CRM Features
Learn how Auto Form CRM can replace your current tools.
Yes. Every plan includes the complete Auto Form CRM feature set — contact management, deal pipeline, email campaigns, workflow automation, meeting scheduling, and everything else. Plans differ only in the number of site licenses.
In most cases, yes. Auto Form CRM includes contacts, deals, emails, tasks, meetings, and automation — the core features of any CRM. If you're using a basic SaaS CRM, Auto Form CRM can replace it while giving you data ownership and no recurring SaaS fees.
Yes. Auto Form CRM syncs with WooCommerce to automatically create contacts from orders, track customer lifetime value, trigger workflows on purchases, and more.
Yes. Auto Form CRM integrates with Google Calendar, Zoom, Twilio, WooCommerce, and major WordPress form plugins. It also has a REST API for custom integrations.
Unlimited. There are no limits on contacts, deals, tasks, emails, or any other data. Your only limit is your server's storage capacity.
Auto Form CRM is fully responsive and works great in mobile browsers. You can manage your CRM from any device through your WordPress admin.
Ready to Transform Your Business?
Install Auto Form CRM and start managing your contacts, deals, and workflows inside WordPress.