Every Feature. One Flat Price. No Growth Tax.
No per-contact fees. No per-user fees. No per-agent fees. No feature gating. Every one of the 257 features below is included at every tier. You pay for a WordPress license, not for your success — grow your list, your team, and your sends as much as you want, and the price stays exactly where it started.
From $149/year · 14-day free trial. Card required. Cancel anytime before your trial ends.
- Every feature at every tier
- Pricing per domain
- Your data on your server
- 14-day money-back guarantee
Pick the license that fits how many sites you run ↓
The Same Capabilities, Rented Separately, Cost Over $12,000 a Year
| Capability | Typical SaaS tool | Their annual cost | In Auto Form CRM |
|---|---|---|---|
| CRM + sales pipeline | HubSpot Sales Hub Professional | ~$5,400 / year | Included |
| Email marketing | Klaviyo (10,000 contacts) | ~$1,800 / year | Included |
| Email template builder | Stripo or Beefree | ~$500 / year | Included |
| Live chat + support inbox | Intercom | ~$1,400 / year | Included |
| Meeting scheduling | Calendly Teams | ~$1,200 / year | Included |
| Task management | Asana Business | ~$810 / year | Included |
| E-commerce analytics | Glew or Metorik | ~$1,200 / year | Included |
| Automation glue | Zapier | ~$360 / year | Included |
| Total | Eight subscriptions | ~$12,670 / year | $149 / year |
You're not saving a percentage. You're replacing a growing pile of monthly bills with one flat annual price — and getting your data back onto your own server in the process.
257+ Features. Every One Included at Every Tier.
This is the complete list of what your license includes. Not a "Pro tier" subset. Not an "available as an add-on" footnote. Every feature below ships in every tier, from $149 a year. Expand any module to see what's inside.
Contact Management
Every customer in one complete record.
14 features
Contact Management
Every customer in one complete record.
- Unlimited contact records
- Full contact profiles with name, email, phone, company
- Contact status pipeline (Lead, Customer, Partner, Archived)
- Contact activity timeline
- Contact visibility controls (own / shared / team)
- Contact owner assignment
- Search contacts by name, email, or phone
- Filter by status, tags, custom fields, and visibility
- Saved filter combinations for reuse
- CSV import with field mapping
- CSV export of any filtered segment
- Bulk contact actions (tag, list, status, delete)
- Contact merge tags for personalization
- WordPress user sync into contacts
WooCommerce CRM
Customer intelligence built natively against your store.
15 features
WooCommerce CRM
Customer intelligence built natively against your store.
- Native WooCommerce order and customer sync
- Customer lifetime value (CLV) tracking
- RFM segmentation (Recency, Frequency, Monetary)
- Cohort retention analysis
- Customer scoring
- Lifecycle stage tracking
- Abandoned cart recovery
- Checkout funnel tracker
- Direct order attribution
- What-if revenue simulator
- Five email capture surfaces
- 16 workflow automation templates for stores
- Behavioural customer auto-tagging
- Per-customer order history on the contact record
- Revenue and order analytics dashboards
Workflow Automation
The deepest automation engine in the WordPress CRM space.
25 features
Workflow Automation
The deepest automation engine in the WordPress CRM space.
- 70 workflow triggers across all modules
- 37 workflow actions
- Visual drag-and-drop workflow builder
- Real background job queue (Action Scheduler based)
- Race-safe re-entry control
- Configurable retry logic
- Dry-run test mode (simulate without sending)
- If/Else conditional branching
- Wait and delay steps
- Add Tag and Remove Tag actions
- Add to List and Remove from List actions
- Update Field action
- Send Email action
- Send Campaign Email action
- SMS action via Twilio
- Create Task action
- Create Deal action
- Create Meeting action
- Internal notification actions
- Contact, deal, task, meeting, and email engagement triggers
- WooCommerce event triggers
- Tag added / removed triggers
- List membership triggers
- Custom field changed trigger
- Execution history log
Deal Pipeline
A complete sales pipeline with Kanban and list views.
14 features
Deal Pipeline
A complete sales pipeline with Kanban and list views.
- Visual Kanban board with drag-to-advance stages
- List view with sortable columns
- Configurable pipeline stages
- Deal value and currency tracking
- Win probability per deal
- Linked contact per deal
- Expected close date
- Deal notes
- Empty-stage placeholders
- Open / Won / Lost status tracking
- 7 deal workflow triggers
- Auto-create deals from forms
- Auto-create deals from meeting bookings
- Pipeline value and forecast totals
Task Management
Team task tracking wired into your CRM.
10 features
Task Management
Team task tracking wired into your CRM.
- Create and assign tasks
- Task priorities
- Due dates
- Pending / Completed / Overdue states
- Overdue filter tab
- Task assignment to team members
- Tasks linked to contacts and deals
- Auto-create tasks via workflows
- Task completion tracking
- Task activity logging
Dashboard
A live command center for your whole CRM.
9 features
Dashboard
A live command center for your whole CRM.
- 21 dashboard widgets
- Custom report builder
- Embeddable dashboard widget for sharing
- Add and remove widgets per dashboard
- Contact, deal, task, and revenue metrics
- Lifecycle distribution view
- Activity feed widget
- Real-time metric updates
- Widget state indicators
Custom Fields
Track any data your business needs.
12 features
Custom Fields
Track any data your business needs.
- 8 field types (Text, Textarea, Number, Date, Dropdown, Checkbox, URL, Email)
- Auto-generated, type-aware contact filters
- Drag-to-reorder fields
- Required field toggle
- Auto-derived field slugs
- Searchable field library
- Field descriptions
- Custom fields in CSV import and export
- Custom fields as workflow conditions
- Custom field changed workflow trigger
- Custom fields as merge tags
- REST API access to custom fields
Email Campaigns
A full campaign system with real analytics.
17 features
Email Campaigns
A full campaign system with real analytics.
- Unlimited email campaigns
- 4-step campaign wizard
- Send immediately or schedule for later
- Save campaigns as drafts
- All Contacts / Specific List / Contacts with Tag recipient modes
- Automatic unsubscribed exclusion
- Automatic bounced exclusion
- Live recipient count and preview
- Per-campaign analytics (sent, delivered, opened, clicked)
- Delivery rate, open rate, click rate
- Bounced and unsubscribed tracking
- Total clicks and unique clickers
- Top clicked links report
- Per-recipient tracking table
- Recipient status filters (delivered, opened, clicked, bounced, failed)
- Per-recipient open and click counts
- Merge tag personalization
Email Template Builder
A professional drag-and-drop email designer.
25 features
Email Template Builder
A professional drag-and-drop email designer.
- 26 content blocks across 6 categories
- Drag-and-drop visual builder
- Desktop and mobile preview
- Autosave every 30 seconds
- 50-step undo and redo history
- Keyboard shortcuts
- Full-screen builder mode
- Multi-column layouts (1-4 columns)
- 11 nestable block types inside columns
- Rich text editor with formatting toolbar
- Inline merge tag insertion
- Global email styling controls
- Per-block styling controls
- 9 font family options
- Configurable email width (400-800px)
- Hero, CTA, testimonial, FAQ, and quote blocks
- Product, pricing table, countdown, progress bar blocks
- Social icons, video, gallery, and HTML blocks
- WordPress Media Library integration
- Table-based HTML output for email-client compatibility
- Bundled PNG social icons (3 styles)
- Send test email before saving
- Template duplication
- Template categories
- Template library with search and filter
Meeting Scheduling
Calendly-class booking inside WordPress.
25 features
Meeting Scheduling
Calendly-class booking inside WordPress.
- Unlimited meeting types
- Unlimited bookings
- Public booking pages at your own URL
- WordPress shortcode embed
- Weekly availability with multiple windows per day
- Configurable buffers before and after
- Minimum notice windows
- Maximum future booking horizons
- 6 location types (Zoom, Google Meet, Phone, In-person, Custom, Let invitee choose)
- Zoom integration (OAuth)
- Google Calendar integration (OAuth)
- Timezone-aware booking with picker
- Morning / afternoon / evening slot grouping
- Custom booking questions
- Auto-create contact from bookings
- Auto-create deal from bookings
- Email reminders (24h and 1h)
- SMS reminders via Twilio (24h and 1h)
- Conflict detection
- Database-transaction race protection
- Self-service reschedule and cancel
- Add-to-calendar (.ics and Google) for invitees
- 5 meeting workflow triggers
- Meeting detail page with CRM links
- 6 meeting statuses
Live Chat
A native chat widget with a CRM-connected inbox.
29 features
Live Chat
A native chat widget with a CRM-connected inbox.
- Native WordPress chat widget (no iframe)
- Agent inbox with three-pane layout
- Visitor intelligence sidebar
- CRM contact card in the inbox
- Engagement stats per visitor
- UTM and traffic source capture
- Device and session info
- Returning visitor badges
- Auto-create CRM contact from chat
- Pre-chat capture form
- Optional GDPR consent
- 24-color customizable widget
- 3 widget sizes
- Configurable position, logo, and colors
- Live widget preview in settings
- Business hours configuration
- Offline message capture
- Page rules with pattern matching
- Proactive greeting (delay and scroll triggers)
- Canned replies with slash commands
- Merge tags in canned replies
- Internal notes per conversation
- Read receipts
- Email notification on new chat
- In-app notification bell and sound
- Visitor thumbs feedback rating
- Email transcript to visitors
- Open / Closed conversation filtering
- Conversation search
Tags
Color-coded labels that drive automation.
17 features
Tags
Color-coded labels that drive automation.
- 24-color tag palette
- Live tag preview on creation
- Live usage counts per tag
- Tag descriptions
- Bulk add tags
- Bulk replace tags
- Bulk remove tags
- Tag-based contact filtering
- Tags as dynamic list rules (has any / all / none)
- Tag recipient mode in campaigns
- Tag added and removed workflow triggers
- Add Tag and Remove Tag workflow actions
- Has Tag workflow condition
- WooCommerce behavioural auto-tagging (5 rule types)
- Form Builder default tags
- WordPress user sync auto-tag
- Tags in CSV import
Custom Lists
Static and dynamic contact segments.
16 features
Custom Lists
Static and dynamic contact segments.
- Static lists (manual curation)
- Dynamic lists (rule-driven, auto-updating)
- Nested-group filter builder
- All-of and any-of group logic
- 5 condition types (Contact Field, Tag, Custom Field, List Membership, Email Activity)
- Type-aware operators per field
- Live matching-count estimate
- Refresh Now on-demand sync
- Hourly automatic sync
- Lists as campaign recipients
- Add to List and Remove from List workflow actions
- 5 list workflow triggers
- List membership chips on contact records
- Team sharing of lists
- Bulk add to list
- List search by name and description
Custom Values
Reusable brand and system placeholders.
14 features
Custom Values
Reusable brand and system placeholders.
- 7 value types (Text, HTML, Number, URL, Image, Encrypted, Dynamic)
- 8 built-in dynamic auto-resolving values
- Global and personal scope
- Automatic personal-over-global override
- Folder organization
- Inline folder creation
- Search and filter
- Live preview per value
- Copy-to-clipboard placeholders
- Fallback value syntax
- AES-256 encrypted storage type
- JSON import and export
- Resolution in emails, campaigns, workflows, and SMS
- Six seeded defaults on fresh install
Platform, Data & Integrations
The foundation everything runs on.
15 features
Platform, Data & Integrations
The foundation everything runs on.
- Runs natively on your own WordPress install
- All data stored in your own database
- No third-party cloud dependency
- REST API access
- Role-based permission system
- Team member access controls
- Zoom integration
- Google Calendar integration
- Google Meet integration
- Twilio SMS integration
- WooCommerce integration
- Auto Form Builder form integration
- WordPress Media Library integration
- Developer action hooks
- Cancel anytime — data stays on your server
Frequently Asked Questions
Yes. Every plan includes the full Auto Form CRM feature set — contact management, deal pipelines, email campaigns, workflow automation, and everything else. Plans differ only in the number of sites you can use it on.
Yes. The Personal plan covers up to 1 site, Business covers up to 5 sites, and Agency covers up to 50 sites. Licensing is per WordPress site (domain), activated per installation.
No. Pricing is per WordPress site, not per user — no per-seat fees. Add as many team members as you need at no extra cost.
All data is stored in your own WordPress database on your own server. We never have access to your customer data.
Yes. All plans come with a 14-day money-back guarantee. If you're not satisfied, we'll refund you — no questions asked.
No. Auto Form CRM is a standalone plugin. However, it integrates with WooCommerce, contact form plugins, and SMTP plugins if you have them.
All plans are billed annually. Your license auto-renews each year to ensure uninterrupted access to updates and support. You can cancel anytime before renewal.
Stop Paying Eight Bills. Start Owning Your Stack.
Every feature on this page — all of them, across all 14 modules — is included from $149 a year. No feature gating. No per-contact fees. No per-user fees. No per-agent fees. One flat price for a platform that replaces a $12,000-a-year stack and keeps your data on your own server.
From $149/year · Card required. Cancel anytime before your trial ends.
Install in minutes. Every feature included. Cancel anytime — your data stays on your server. Built by Amora Digital in the Netherlands. Made for WordPress.
Every feature, one flat price — no growth tax
From $149/year · Pricing per domain · 14-day free trial, card required