Streamline your marketing with a centralized CRM built directly into your core website architecture. Manage your audience, edit your pages, and build your funnels all in one unified place—without ever jumping between multiple third-party platforms.
Direct Database Integration
Store and manage all client records directly inside your website's database. Because your contact management lives natively on your WordPress platform, customer records sync automatically without requiring external sync middleware or per-contact monthly database upcharges.
Centralized Contact Management
Access a comprehensive unified profile for every subscriber and customer. View historical form submissions, connected order histories, assigned tags, and transactional email activity inside one clean, searchable dashboard.
Smart Contact Segmentation
Group your audience automatically based on their onsite behavior, past order history, or custom field data. Dynamic lists update in real-time as users interact with your website, ensuring your marketing offers always reach the right segment.
Automated Behavior Tagging
Automatically apply or remove specific tags when users submit forms, complete checkouts, or click tracked links within your emails. Use these tags to instantly trigger advanced marketing workflows or exclude recent buyers from generic sales pushes.
Personalized Communication Fields
Populate emails and automated updates dynamically using contact properties, such as first names, business information, or custom form responses. Create highly tailored messages that encourage deeper audience engagement and higher conversion rates.
Visual Automation Sequences
Design step-by-step communication paths using an intuitive visual funnel builder with conditional logic. Set specific time delays, check user tag requirements, and branch automations dynamically based on actions taken by your subscribers.
E-commerce Recovery Sequences
Detect when logged-in shoppers or form-identified users leave items in their cart or abandon the checkout process. Working alongside native e-commerce tracking extensions, the system schedules targeted follow-up reminders to recover lost revenue.
Automated Customer Onboarding
Automatically welcome new subscribers or transition buyers into dedicated post-purchase onboarding tracks. Deliver immediate purchase confirmations, course access instructions, or downloadable guides the moment a checkout completes.
Multi-Channel Email & SMS Messaging
Coordinate automated email campaigns and SMS notifications within a single visual workflow. By connecting your platform to scalable sending networks like Twilio, you can easily reach your audience on their preferred communication channels.(Note: SMS features require your own connected Twilio API account. See FAQ below for setup details.)
Campaign Analytics & Reporting
Track critical performance metrics—including email deliverability, click-through rates, revenue attribution, and unsubscriptions—directly from your main WordPress dashboard to optimize your marketing strategy with real data.
Frequently Asked Questions
How are email sending costs and deliverability handled?
We connect your website directly to professional email delivery networks (such as Amazon SES) using your own account to support email deliverability and transparent, usage-based billing.
- Setup & Deliverability: During onboarding, we configure essential domain authentication records (SPF, DKIM, and DMARC) and establish the provider connection to protect your domain reputation and align with industry deliverability standards.
- Pay-As-You-Go Billing: You pay the email provider directly according to their standard rates—meaning you only pay for your actual sending volume rather than paying for fixed monthly subscription tiers.
Can I import my existing contact lists without losing tags or subscriber history?
Yes. You can seamlessly import your contacts via standard CSV files and map custom fields, tags, and subscriber details directly into the new system to maintain your current audience segmentation.
While CSV imports carry over all contact attributes and tags, historical activity logs (such as past email open or click rates from your previous provider) do not transfer over spreadsheet files. Additionally, to protect your primary domain reputation, imported lists should consist of opted-in contacts who have consented to receive emails from your business.
How is SMS messaging set up, and are there extra fees?
While our system supports automated SMS workflows, sending text messages requires a connected third-party SMS gateway (such as Twilio) with completed telecommunication and carrier compliance registration (such as A2P 10DLC).
- Client Gateway & Carrier Registration: You maintain your own gateway account, submit your business details for carrier approval, and pay the provider directly for message credits, vetting fees, and phone number registration.
- Agency Technical Setup: Once your gateway account and phone numbers are verified, we scope and implement your technical API integration, webhook routing, and requested automated workflows under a fixed-fee project proposal based on your specific requirements.Active Growth (15% OFF) and Authority (20% OFF) Care Plan clients automatically receive their plan discount on this integration service.
Will the CRM integrate with our existing website forms, online store, and tools?
Yes. The system integrates natively with major WordPress tools, including popular form plugins (such as Fluent Forms, Gravity Forms, and WPForms), WooCommerce, and standard payment gateways.
If you rely on external third-party software—such as specialized booking platforms or external tools—contact our team. We will review your tech stack, verify compatibility, and check if your tools can be connected to the CRM via webhooks.
How does the system handle subscriber preferences and privacy controls?
The CRM includes standard built-in features to help manage subscriber preferences and list health cleanly:
- Automated Unsubscribes: Outgoing marketing emails include a direct unsubscribe link that automatically updates subscriber status in real time to prevent future marketing sends.
- Double Opt-In Options: Web forms can be configured to require email confirmation before contacts are added to active subscriber lists.
- Consent & Activity Tracking: Individual contact profiles record signup dates, form sources, and submitted preferences for clear record-keeping.
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