Everything PrimoCRM Can Do
Explore every feature in PrimoCRM, module by module: contacts, campaigns, automations, commerce, and the developer tools underneath.
Every Contact, Fully Profiled
The CRM core: organize, segment, and understand your audience from one screen inside WordPress.
- Unlimited contacts, lists & tags
- Custom fields on any contact, usable as email merge tags
- Notes and a full activity timeline on every profile
- Bulk actions: tag, list, and status changes at scale
- Lifetime value, order count & last-order date per contact
- Six contact statuses, including bounced and complained
- CSV export of your contacts, any time
- WordPress users linked to contacts automatically on registration
Broadcasts that Optimize Themselves
Send one-off campaigns or automated drips, then let the data tell you what worked.
- One-off broadcasts, sent now or scheduled ahead
- A/B testing with automatic winner selection
- Resend to non-openers in one click
- Drip sequences: multi-email series on your schedule
- Open, click, bounce & complaint tracking per campaign
- Queued sending with throttling matched to your mail provider
A Visual Canvas with 60+ Triggers
Drag-and-drop journeys with branching logic, powered by a background engine that never blocks your site.
- Visual canvas with If/Else branches and timed wait steps
- CRM & WordPress triggers: contact created, tag added, list added, status changed, user registered
- Form triggers: PrimoCRM forms, Contact Form 7, WPForms, Fluent Forms
- Commerce triggers for WooCommerce, Woo Subscriptions, EDD & SureCart
- Course triggers for LearnDash, LifterLMS, TutorLMS, LearnPress, Academy LMS
- 20+ actions: emails, tags, webhooks, coupons, user provisioning, AI
- Purchase conditions: lifetime value, order count, days since last order
- Time-budgeted background engine, safe on shared hosting
Write Emails Your Way
Four editors and a merge-tag system that personalizes every send with real contact data.
- Four editors: Gutenberg blocks, drag-and-drop visual, classic, raw HTML
- Reusable saved templates
- Smart codes: name, email, phone, address, status and more
- Custom-field merge tags: any field you create works in any email
- Business address and unsubscribe codes for compliant footers
Forms that Feed Your Funnel
Embeddable forms with serious spam protection, wired directly into your lists, tags, and automations.
- 15 field types, from text and select to file upload and consent
- Three spam guards: honeypot, Google reCAPTCHA, Cloudflare Turnstile
- Double opt-in confirmation emails
- Submissions processed in the background, visitors never wait
- Cache-safe signed submissions, forms work behind full-page caching
- New leads land in lists and tags, and can start automations instantly
Email that Actually Arrives
Connect the sending infrastructure you trust and let PrimoCRM manage the queue.
- PHP Mail or any custom SMTP server
- Amazon SES, SendGrid, Mailgun, Postmark, and Brevo integrations
- Managed sending queue with provider-aware throttling
- Bounce webhooks: your ESP reports bounces, statuses update automatically
- Unsubscribe handling built into every marketing email
Know What’s Working, At a Glance
A live dashboard the moment you open the plugin, and deeper reports when you want the full story.
- Live dashboard: contacts, emails sent, open & click rates, active campaigns
- Contact growth and email performance charts with time-range filters
- Failed sends and unsubscribes surfaced, not hidden
- Recent campaign list with per-campaign results
- Advanced reports module for deeper analysis
- Revenue and lifetime value visible right in the contact list
Your Woo Store, Wired into your CRM
The deepest integration in the plugin. Orders, carts, coupons, and subscriptions all feed your marketing.
- Orders create or update the contact automatically, guest checkouts included
- Seven order triggers, including first order, refunds, status changes & product purchased
- Status-transition filters and per-product targeting on triggers
- Lifetime value, order count & last-order recomputed on every status change
- Works with WooCommerce HPOS and legacy order storage
- Live cart capture on classic and block checkout, guest email captured as it’s typed
- Configurable abandonment threshold fires your recovery automation
- One-click restore link rebuilds the cart; recovered orders tracked automatically
- Single-use coupons in automations: percent or fixed, custom prefix, expiry, email-locked
- Woo Subscriptions triggers: renewed, cancelled, payment failed
Switch CRMs Without the Fear
A guided migration engine that enriches rather than overwrites, and can roll itself back.
- FluentCRM importer: contacts, lists, tags, custom fields, notes
- SureContact guided migration and generic CSV import
- Enrich-not-overwrite: existing contact data is never clobbered
- Rollback support: undo an import if something looks wrong
- Secure token-based file uploads
Extend it, Share it, Make it Yours
An API underneath, roles for your team, and white-labeling for client work.
- REST API with API-key authentication
- Incoming & outgoing webhooks for any external app
- AI Action: your own Claude or OpenAI key, results written to custom fields
- Team roles & permissions: per-module access without full wp-admin rights
- White label: your brand name, logo, menu icon, and footer
- Hide licensing and upgrade prompts from clients
- Activate client licenses via wp-config, no license screen needed
- Non-destructive uninstall: your data survives unless you opt in to deletion
- GPL code with WordPress hooks & filters throughout
All of This, Inside your WordPress, Today.
PrimoCRM installs in minutes. Your contacts, your server, your data: no third-party cloud, no per-contact pricing, and no per-email sending fees.
Self-hosted: your data never leaves your server- No per-contact or per-email sending fees
- 30-day money-back guarantee
- Migrate from FluentCRM, SureContact or CSV in minutes
