Everything PrimoCRM Can Do

Explore every feature in PrimoCRM, module by module: contacts, campaigns, automations, commerce, and the developer tools underneath. Items marked Pro, AI plan or Agency come with a paid plan; everything else is in the free plugin.

Contacts & CRM

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

Campaigns & Sequences

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 subject-line testing with automatic winner selection · Pro
Resend to non-openers in one click · Pro
Drip sequences: multi-email series on your schedule
Open and click tracking per campaign; bounces and complaints from your ESP · Pro
Queued sending with throttling matched to your mail provider

Automations

A Visual Canvas with 70+ Triggers

Drag-and-drop journeys with branching logic, powered by a background engine that never blocks your site.

Visual canvas with timed wait steps; If/Else branches · Pro
CRM & WordPress triggers: contact created, tag added, list added, status changed, user registered
Form triggers: PrimoCRM forms, Contact Form 7, WPForms, Fluent Forms
A purchase trigger each for WooCommerce, EDD & SureCart; refunds, subscriptions and more · Pro
Course triggers for LearnDash, LifterLMS, TutorLMS, LearnPress, Academy LMS · Pro
9 core actions: email, tags, lists, status, wait, notes; webhooks, coupons, user provisioning & AI · Pro
Purchase conditions: lifetime value, order count, days since last order · Pro
Time-budgeted background engine, safe on shared hosting

Email Builder & Personalization

Write Emails Your Way

Four editors and a merge-tag system that personalizes every send with real contact data.

Gutenberg blocks, classic and raw HTML editors; drag-and-drop visual builder · Pro
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

Lead Capture Forms

Forms that Feed Your Funnel

Embeddable forms with serious spam protection, wired directly into your lists, tags, and automations.

16 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

Deliverability & SMTP

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 · Pro
Managed sending queue with provider-aware throttling
Bounce webhooks: your ESP reports bounces, statuses update automatically · Pro
Unsubscribe handling built into every marketing email

Reports & Analytics

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 · Pro
Revenue and lifetime value visible right in the contact list

WooCommerce

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
An order-created trigger; five more, including first order, refunds, status changes & product purchased · Pro
Status-transition filters and per-product targeting on triggers · Pro
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 · Pro
Configurable abandonment threshold fires your recovery automation · Pro
One-click restore link rebuilds the cart; recovered orders tracked automatically · Pro
Single-use coupons in automations: percent or fixed, custom prefix, expiry, email-locked · Pro
Woo Subscriptions triggers: renewed, cancelled, payment failed · Pro

Migration

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

Developers, Teams & Agencies

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 · Pro
Incoming & outgoing webhooks for any external app · Pro
AI Action: your own Claude or OpenAI key, results written to custom fields · AI plan
Team roles & permissions: per-module access without full wp-admin rights · Agency
White label: your brand name, logo, menu icon, and footer · Agency
Hide licensing and upgrade prompts from clients · Agency
Activate client licenses via wp-config, no license screen needed · Pro
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.

Get PrimoCRM

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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