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[PROMO] We replaced 8 WordPress plugins with one modular CRM. Here's what worked and what didn't

Full disclosure first: I'm the founder of the plugin I'm talking about, so take this with the right amount of salt.

A typical small business or agency site we worked with had something like this installed:

  • a CRM plugin
  • an email marketing plugin
  • an automation plugin to glue things together
  • a booking plugin
  • an invoicing plugin
  • a helpdesk plugin
  • a client portal plugin
  • a project management plugin

Each one is fine on its own. The problem is everything between them: eight licences to renew, eight update cycles, and the same customer stored in four different places. Nobody could answer "what's going on with this client?" without opening five screens.

So we built DoubleScale: one WordPress plugin where all of that sits on a single contact record. Email campaigns, automations, deals, bookings, invoices, support tickets and the client portal all write to the same timeline. You switch modules on and off, so if you only need a CRM and email, the rest stays out of your way. Everything lives in your own WordPress database; nothing goes to someone else's cloud.

Honest trade-offs:

  • It's WordPress only. If your team doesn't live in WordPress, a SaaS CRM probably fits better.
  • You still need your own email sending service (SES, Brevo, Mailgun and so on), like any WordPress email plugin.
  • We're newer, so the community is smaller than the big names.

The core is free on WordPress.org; some modules, like pipelines and SMS/WhatsApp, are in the paid version.

What I'd really like to know:

  1. How many plugins does your client/business stack run on right now?
  2. Would you trust one plugin with all of it, or do you prefer separate best-in-class tools?
  3. What would you need to see before switching?

Happy to answer anything, including the critical stuff. Free version on WordPress.org: https://wordpress.org/plugins/doublescale/

submitted by /u/mdmagdy
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[PROMO] We replaced 8 WordPress plugins with one modular CRM. Here's what worked and what didn't

Full disclosure first: I'm the founder of the plugin I'm talking about, so take this with the right amount of salt.

A typical small business or agency site we worked with had something like this installed:

  • a CRM plugin
  • an email marketing plugin
  • an automation plugin to glue things together
  • a booking plugin
  • an invoicing plugin
  • a helpdesk plugin
  • a client portal plugin
  • a project management plugin

Each one is fine on its own. The problem is everything between them: eight licences to renew, eight update cycles, and the same customer stored in four different places. Nobody could answer "what's going on with this client?" without opening five screens.

So we built DoubleScale: one WordPress plugin where all of that sits on a single contact record. Email campaigns, automations, deals, bookings, invoices, support tickets and the client portal all write to the same timeline. You switch modules on and off, so if you only need a CRM and email, the rest stays out of your way. Everything lives in your own WordPress database; nothing goes to someone else's cloud.

Honest trade-offs:

  • It's WordPress only. If your team doesn't live in WordPress, a SaaS CRM probably fits better.
  • You still need your own email sending service (SES, Brevo, Mailgun and so on), like any WordPress email plugin.
  • We're newer, so the community is smaller than the big names.

The core is free on WordPress.org; some modules, like pipelines and SMS/WhatsApp, are in the paid version.

What I'd really like to know:

  1. How many plugins does your client/business stack run on right now?
  2. Would you trust one plugin with all of it, or do you prefer separate best-in-class tools?
  3. What would you need to see before switching?

Happy to answer anything, including the critical stuff.

submitted by /u/mdmagdy to r/Wordpress
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