{"id":11095,"date":"2026-05-26T05:29:47","date_gmt":"2026-05-25T21:29:47","guid":{"rendered":"https:\/\/aeosub.com\/doublescale\/"},"modified":"2026-08-12T04:07:35","modified_gmt":"2026-08-11T20:07:35","slug":"doublescale","status":"publish","type":"post","link":"https:\/\/aeosub.com\/zh\/doublescale\/","title":{"rendered":"DoubleScale | Self-Hosted CRM &amp; Business Platform (Alternative to HubSpot &amp; GoHighLevel)"},"content":{"rendered":"<div class=\"post-img\" style=\"margin-bottom: 25px\"><img decoding=\"async\" src=\"https:\/\/ps.w.org\/doublescale\/assets\/banner-1544x500.png?rev=3548680\" alt=\"DoubleScale | Self-Hosted CRM &amp; Business Platform (Alternative to HubSpot &amp; GoHighLevel)\" loading=\"lazy\" style=\"width: 100%;height: auto;border-radius: 12px\"><\/div>\n<div class=\"plugin-expert-review\" style=\"border: 1px solid #e2e8f0;border-left: 4px solid #4a3bca;border-radius: 10px;padding: 20px;margin-bottom: 25px;background: #fff;font-family: -apple-system, system-ui, sans-serif\">\n<div style=\"font-weight: bold;font-size: 1.1em;color: #4a3bca;margin-bottom: 10px\">LethaldiranMX Insight<\/div>\n<div style=\"color: #4a5568;font-size: 14px;line-height: 1.6\">\n<div>\n<p>DoubleScale represents an ambitious shift toward turning WordPress into a fully self-hosted operating system for business operations, directly challenging expensive SaaS ecosystems like HubSpot and GoHighLevel. By unifying CRM, sales pipelines, email marketing, and project management into a single database, it eliminates the fragile API integrations and recurring subscription costs that plague modern business stacks. For agencies and small-to-medium enterprises prioritizing data sovereignty and deep WordPress integration, this modular architecture offers an incredibly cohesive, single-pane-of-glass view of customer interactions. However, consolidating these heavy operational workloads under the WordPress admin panel requires a highly optimized hosting environment to handle the concurrent database queries.<\/p>\n<p><strong>Best Fit &amp; Operational Role:<\/strong> This platform is best suited for digital agencies, service-based businesses, and WooCommerce operators who want to escape the &#8220;SaaS tax&#8221; and maintain absolute control over their customer data. It fits directly at the core of a site&#8217;s operational stack, replacing fragmented tools like Calendly, Mailchimp, and ClickUp. By housing everything from lead capture to invoicing inside the native WordPress database, it solves the classic problem of data synchronization lag and broken webhooks, making it an excellent fit for teams with dedicated technical resources or high-performance managed hosting.<\/p>\n<p><strong>Potential Limitations &amp; Pitfalls:<\/strong> While the modular architecture allows users to deactivate unused components to keep the admin UI lean, running a full-scale CRM, SMTP handler, and automation engine natively will inevitably introduce significant database overhead. Storing extensive activity timelines, email logs, and customer records directly in the WordPress database will rapidly increase database size, requiring robust indexing, regular optimization, and a reliable server-level cron job rather than the default WP-Cron. Additionally, relying entirely on a self-hosted setup means the site administrator is solely responsible for email deliverability, data backups, and security compliance, which introduces a higher operational management overhead compared to turnkey SaaS alternatives.<\/p>\n<\/div>\n<\/div><\/div>\n<div class=\"plugin-info-card\" style=\"border: 1px solid #e2e8f0;border-radius: 10px;overflow: hidden;margin-bottom: 30px;font-family: -apple-system, system-ui, sans-serif;background: #fff\">\n<div style=\"padding: 20px;border-bottom: 1px solid #edf2f7;background: #fafafa;display: flex;align-items: flex-start\">\n                <img decoding=\"async\" src=\"https:\/\/ps.w.org\/doublescale\/assets\/icon-256x256.png?rev=3548450\" alt=\"DoubleScale | Self-Hosted CRM &amp; Business Platform (Alternative to HubSpot &amp; GoHighLevel) icon\" loading=\"lazy\" style=\"width: 45px;height: 45px;border-radius: 8px;margin-right: 15px\"> <\/p>\n<div style=\"flex: 1;line-height: 1.2\">\n<div style=\"font-weight: bold;font-size: 1.1em;color: #1a202c\">Plugin Specification<\/div>\n<p>                    <small style=\"color: #718096\">WordPress.org Official Data<\/small>\n                <\/div>\n<\/p><\/div>\n<table style=\"width: 100%;border-collapse: collapse;font-size: 14px\">\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;width: 35%;color: #4a5568;background: #fcfcfc\">Developer<\/th>\n<td style=\"padding: 12px 20px;font-weight: 500\"><a href=\"https:\/\/profiles.wordpress.org\/samuelgallegos\/\" target=\"_blank\" rel=\"noopener\">DoubleScale<\/a><\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Version<\/th>\n<td style=\"padding: 12px 20px\">v1.3.3<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Active Installs<\/th>\n<td style=\"padding: 12px 20px\">10 +<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Requires \/ Tested<\/th>\n<td style=\"padding: 12px 20px\">5.8 \/ 7.0.3<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #edf2f7\">\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Last Updated<\/th>\n<td style=\"padding: 12px 20px\">2026-08-09 8:51am GMT<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px 20px;text-align: left;color: #4a5568;background: #fcfcfc\">Official Link<\/th>\n<td style=\"padding: 12px 20px\"><a href=\"https:\/\/wordpress.org\/plugins\/doublescale\/\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"text-decoration: none;color: #4a3bca;font-weight: bold\">View Details -&gt;<\/a><\/td>\n<\/tr>\n<\/table><\/div>\n<div class=\"plugin-short-desc\" style=\"margin: 20px 0;padding: 12px 15px;background: #f9fafb;border-left: 4px solid #4a3bca;border-radius: 6px;font-style: italic;color: #4a5568\">All-in-one CRM with sales pipeline, projects, email\/SMS\/WhatsApp campaigns, booking, helpdesk, tasks, SMTP, proposals, invoices and automations \u2014 one  &hellip;<\/div>\n<p><strong>DoubleScale is the operating system for a WordPress-native business.<\/strong> It replaces the stack most teams cobble together \u2014 CRM + Mailchimp + Calendly + ClickUp + a transactional email provider + a helpdesk + a reporting dashboard \u2014 with <strong>one plugin<\/strong> that lives inside wp-admin and stores everything in your own database.<\/p>\n<p>You shouldn&#8217;t need eight separate logins, eight billing relationships, and eight half-broken integrations to run a small business. DoubleScale unifies them around a single contact record, so a form submit can fire an automation, book a meeting, open a support thread, score the lead, alert the assigned rep, and send the receipt \u2014 all from the same data model.<br \/>\n<strong>Live demo:<\/strong> <a href=\"https:\/\/try.doublescale.io\" rel=\"nofollow ugc noopener\" target=\"_blank\">try.doublescale.io<\/a> \u00b7 <strong>Website:<\/strong> <a href=\"https:\/\/doublescale.io\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io<\/a> \u00b7 <strong>Documentation:<\/strong> <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/docs<\/a><\/p>\n<h4>Modular architecture \u2014 enable or disable any module<\/h4>\n<p>DoubleScale is built as a <strong>modular plugin<\/strong>. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned <strong>on or off<\/strong> under <strong>Settings <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> Modules<\/strong>. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities \u2014 assignments are preserved when you turn the module back on.<\/p>\n<h4>What&#8217;s inside one plugin<\/h4>\n<p>DoubleScale is a single install with <strong>first-class modules<\/strong>, each designed to feel like a dedicated product \u2014 and each toggleable when you do not need it:<\/p>\n<p><strong>1. CRM \u2014 contacts, lists, segmentation, activity timeline<\/strong><br \/>\nA complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV \/ WordPress user \/ WooCommerce imports. Every contact has a <strong>full activity timeline<\/strong> that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs \u2014 one chronological view per contact, no tab-switching.<\/p>\n<p><strong>2. Sales \u2014 pipelines, documents, and recurring revenue<\/strong><br \/>\nRun your full revenue workflow from one Sales workspace in wp-admin \u2014 from first lead to signed contract, paid invoice, and recurring subscription.<\/p>\n<ul>\n<li><strong>Pipelines<\/strong> \u2014 drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win\/loss reasons, and per-deal custom fields. Stage changes fire automations (move to &#8220;Closed Won&#8221; <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> send an invoice, assign a task, tag in CRM).<\/li>\n<li><strong>Proposals<\/strong> \u2014 branded quotes with line items, customer acceptance, and one-click convert to invoice.<\/li>\n<li><strong>Invoices<\/strong> \u2014 send, track, and collect payment online (Stripe and manual payments).<\/li>\n<li><strong>Contracts<\/strong> \u2014 templated agreements with signatures and lifecycle automations.<\/li>\n<li><strong>Credit notes<\/strong> \u2014 issue refunds and adjustments tied to invoices.<\/li>\n<li><strong>Taxes<\/strong> \u2014 configure tax rates and apply them to proposal, contract, and invoice line items.<\/li>\n<li><strong>Subscriptions<\/strong> \u2014 recurring billing and subscription management (Pro).<\/li>\n<li><strong>Client portal<\/strong> \u2014 embeddable logged-in customer hub (<code>[doublescale_client_portal]<\/code>) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard.<\/li>\n<\/ul>\n<p>Every deal, document, and payment links to the same contact record, activity timeline, and automation engine.<\/p>\n<p><strong>3. Campaigns \u2014 email, SMS, and WhatsApp broadcasts and sequences<\/strong><br \/>\nA drag-and-drop email builder with responsive blocks, reusable templates, A\/B testing, and merge tags for any custom field. Broadcast to lists, tags, or rule-based segments.<br \/>\n* <strong>Email sequences (drip campaigns)<\/strong> \u2014 multi-step nurture flows with time delays, conditional branches based on opens\/clicks\/replies, and goal-based exit conditions.<br \/>\n* <strong>SMS campaigns<\/strong> \u2014 broadcast and triggered SMS via Twilio. Shares the same composer, audience, and merge-tag system as email.<br \/>\n* <strong>WhatsApp campaigns<\/strong> \u2014 send Meta-approved WhatsApp templates and trigger conversations from the same builder. Inbound replies route to the unified inbox.<br \/>\n* Per-link tracking with automation triggers, bounce handling with soft\/hard classification, and full delivery logs.<\/p>\n<p><strong>4. Booking \u2014 self-service appointment scheduling<\/strong><br \/>\nA full scheduling system inside WordPress \u2014 no Calendly needed. Create <strong>single events<\/strong> for one-on-one meetings (consultations, demos, coaching sessions) or <strong>team events<\/strong> where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email\/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence).<\/p>\n<p><strong>5. Tasks \u2014 team task management<\/strong><br \/>\nCreate, assign, schedule, and track tasks. Link them to contacts and deals. Due dates, reminders, status workflows. Stop running a separate ClickUp or Asana when 80% of your tasks are about customers anyway.<\/p>\n<p><strong>6. Projects \u2014 project boards linked to CRM and sales (Pro)<\/strong><br \/>\nManage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions\/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped <strong>Project Manager<\/strong> and <strong>Project Member<\/strong> roles keep delivery teams focused without granting full CRM admin access.<\/p>\n<p><strong>7. SMTP \u2014 multi-provider email routing<\/strong><br \/>\nA complete <code>wp_mail()<\/code> replacement built into the CRM \u2014 no separate SMTP plugin required. Connect one or more of <strong>20+ providers<\/strong>: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho \u2014 no app passwords needed. Includes full email delivery logs, bounce handling with soft\/hard classification, provider health checks, email test sending, and automatic failover when a provider is down.<\/p>\n<p><strong>8. Support \u2014 ticket-based helpdesk with mailbox channels and customer portal<\/strong><br \/>\nA complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve \u2014 all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations \u2014 auto-tag, route to an agent, create a deal, or start a follow-up sequence.<\/p>\n<p><strong>9. Analytics \u2014 dashboards &amp; reports<\/strong><br \/>\nA built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), contact growth, automation execution, and email deliverability. Visual charts, KPI cards, custom date ranges, CSV exports. The numbers your founder, marketer, and ops lead all need \u2014 without exporting to a BI tool.<\/p>\n<p><strong>10. User roles \u2014 scoped access for sales, support, booking, and project teams<\/strong><br \/>\nDoubleScale ships dedicated roles (plus site administrators). Assign them under <strong>Settings <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> Team<\/strong>. Users can hold <strong>multiple roles<\/strong> \u2014 capabilities merge across roles.<\/p>\n<p><strong>Sales (Pro)<\/strong><\/p>\n<ul>\n<li><strong>CRM Manager<\/strong> \u2014 Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import\/export, and all proposals\/invoices. Full Support inbox access without a separate support role.<\/li>\n<li><strong>Sales Manager<\/strong> \u2014 All deals and contacts; import\/export; all proposals and invoices. Support access requires an additional support role.<\/li>\n<li><strong>Sales Rep<\/strong> \u2014 Own deals and contacts only; own proposals and invoices; create deals and log activities.<\/li>\n<\/ul>\n<p><strong>Projects (Pro)<\/strong><\/p>\n<ul>\n<li><strong>Project Manager<\/strong> \u2014 Create and manage all projects, statuses, and assignments across the team.<\/li>\n<li><strong>Project Member<\/strong> \u2014 Work on projects assigned to them; update progress and join discussions.<\/li>\n<\/ul>\n<p><strong>Support<\/strong><\/p>\n<ul>\n<li><strong>Support Manager<\/strong> \u2014 View and manage every support ticket; assign agents; reply on any thread.<\/li>\n<li><strong>Support Agent<\/strong> \u2014 View the Support module; reply on tickets assigned to them.<\/li>\n<\/ul>\n<p><strong>Booking<\/strong><\/p>\n<ul>\n<li><strong>Booking Manager<\/strong> \u2014 Read and manage all calendars, bookings, and availability schedules across the team.<\/li>\n<li><strong>Booking Agent<\/strong> \u2014 Manage only own calendars, bookings, and availability.<\/li>\n<\/ul>\n<p><strong>Administrators<\/strong><\/p>\n<ul>\n<li><strong>WordPress Administrator<\/strong> \u2014 Every DoubleScale capability automatically.<\/li>\n<\/ul>\n<p><strong>Notes<\/strong><\/p>\n<ul>\n<li>CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require <strong>DoubleScale Pro<\/strong>.<\/li>\n<li>Support, Booking, and Projects roles are available when those modules are enabled.<\/li>\n<li>Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on.<\/li>\n<\/ul>\n<h4>Plus: a visual automation engine that connects every module<\/h4>\n<p>Underneath every module is one workflow builder. <strong>100+ triggers<\/strong> across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins \u2014 flow into <strong>multi-step automations<\/strong> with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook.<\/p>\n<p><strong>Automation integrations:<\/strong><\/p>\n<ul>\n<li><strong>E-commerce<\/strong> \u2014 <a href=\"https:\/\/doublescale.io\/integrations\/woocommerce\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">WooCommerce<\/a> (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart<\/li>\n<li><strong>Forms<\/strong> \u2014 <a href=\"https:\/\/doublescale.io\/integrations\/contact-form-007\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Contact Form 7<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/wpforms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">WPForms<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/fluent-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Fluent Forms<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/quill-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Quill Forms<\/a> (free); <a href=\"https:\/\/doublescale.io\/integrations\/elementor\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Elementor Forms<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/gravity-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Gravity Forms<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/ninja-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Ninja Forms<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/formidable-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Formidable<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/forminator-forms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Forminator<\/a>, <a href=\"https:\/\/doublescale.io\/integrations\/metform\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">MetForm<\/a>, <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">WS Form<\/a>, <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Bit Form<\/a>, <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">SureForms<\/a>, <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">eForm<\/a>, <a href=\"https:\/\/doublescale.io\/docs\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">JetFormBuilder<\/a> (Pro)<\/li>\n<li><strong>LMS<\/strong> \u2014 <a href=\"https:\/\/doublescale.io\/integrations\/learndash\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">LearnDash<\/a>, Tutor LMS, LifterLMS, LearnPress<\/li>\n<li><strong>Membership<\/strong> \u2014 MemberPress, Paid Memberships Pro<\/li>\n<li><strong>Media<\/strong> \u2014 Presto Player<\/li>\n<li><strong>Messaging<\/strong> \u2014 Email received, SMS received, WhatsApp received<\/li>\n<li><strong>CRM<\/strong> \u2014 Contact subscribed\/unsubscribed, tags applied\/removed, lists applied\/removed, deal stage\/status\/owner\/value changed, link trigger clicked, user login\/register\/role update, webhook received<\/li>\n<li><strong>Booking<\/strong> \u2014 Booking created, confirmed, completed, rescheduled, cancelled<\/li>\n<li><strong>Support<\/strong> \u2014 Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned<\/li>\n<\/ul>\n<h4>Key capabilities<\/h4>\n<ul>\n<li><strong>AI-powered writing and assistance<\/strong> \u2014 Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data.<\/li>\n<li>Modular architecture \u2014 enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from <strong>Settings <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> Modules<\/strong>.<\/li>\n<li>One contact record shared across every module \u2014 campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact.<\/li>\n<li>Unlimited contacts and custom fields with no per-contact or per-seat fees.<\/li>\n<li>Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.<\/li>\n<li>GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.<\/li>\n<li>Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.<\/li>\n<li>Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.<\/li>\n<li><strong>15 form-builder integrations<\/strong> \u2014 Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro).<\/li>\n<\/ul>\n<h4>Who DoubleScale is for<\/h4>\n<p>Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want <strong>one WordPress-native operations platform<\/strong> instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts \u2014 DoubleScale is built to scale with your business, not punish it with row-count surcharges.<\/p>\n<p>Learn more at <a href=\"https:\/\/doublescale.io\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io<\/a>.<\/p>\n<p>See how DoubleScale stacks up against popular CRM and marketing automation tools:<\/p>\n<ul>\n<li><strong>DoubleScale vs FluentCRM:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-fluentcrm\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-fluentcrm<\/a><\/li>\n<li><strong>DoubleScale vs HubSpot:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-hubspot\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-hubspot<\/a><\/li>\n<li><strong>DoubleScale vs ActiveCampaign:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-activecampaign\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-activecampaign<\/a><\/li>\n<li><strong>DoubleScale vs Pipedrive:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-pipedrive\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-pipedrive<\/a><\/li>\n<li><strong>DoubleScale vs GoHighLevel:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-gohighlevel\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-gohighlevel<\/a><\/li>\n<li><strong>DoubleScale vs FunnelKit:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-funnelkit\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-funnelkit<\/a><\/li>\n<li><strong>DoubleScale vs Brevo:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-brevo\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-brevo<\/a><\/li>\n<li><strong>DoubleScale vs MailerLite:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-mailerlite\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-mailerlite<\/a><\/li>\n<li><strong>DoubleScale vs Omnisend:<\/strong> <a href=\"https:\/\/doublescale.io\/compare\/vs-omnisend\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">doublescale.io\/compare\/vs-omnisend<\/a><\/li>\n<\/ul>\n<h3>Source Code<\/h3>\n<p>This plugin includes compiled JavaScript and CSS in the <code>build\/<\/code> directory. Human-readable source lives in <code>src\/<\/code>.<\/p>\n<p><strong>Public repository:<\/strong> <a href=\"https:\/\/github.com\/Double-Scale\/doublescale\" rel=\"nofollow ugc noopener\" target=\"_blank\">DoubleScale on GitHub<\/a><\/p>\n<p><strong>Build from source<\/strong><br \/>\n1. Install Node.js (LTS recommended)<br \/>\n2. From the plugin directory: <code>npm install<\/code><br \/>\n3. Production assets: <code>npm run build<\/code><br \/>\n4. Development\/watch: <code>npm run dev<\/code><\/p>\n<p>Outputs include client bundles under <code>build\/<\/code>. Third-party libraries are listed in <code>package.json<\/code>.<\/p>\n<p><strong>Lint \/ code standards<\/strong><\/p>\n<p>The PHP code follows the WordPress Coding Standards (WPCS 3.x) with <code>WordPress-Extra<\/code> (security sniffs) and <code>PHPCompatibilityWP<\/code> enabled.<\/p>\n<ol>\n<li><code>composer install<\/code> \u2014 installs PHPCS, WPCS, and the rest of the dev tools.<\/li>\n<li><code>composer lint<\/code> \u2014 runs <code>phpcs --standard=phpcs.xml.dist<\/code> against <code>doublescale.php<\/code>, <code>includes\/<\/code>, <code>bin\/<\/code>, and <code>phpunit\/<\/code>.<\/li>\n<li><code>composer format<\/code> \u2014 runs <code>phpcbf<\/code> to auto-fix what it can (whitespace, indentation, brace style).<\/li>\n<\/ol>\n<p>For plugin-structure \/ readme \/ asset-organization checks, install the official <a href=\"https:\/\/wordpress.org\/plugins\/plugin-check\/\" rel=\"ugc noopener\" target=\"_blank\">Plugin Check<\/a> plugin into a local WordPress install and run it via <strong>Tools <span aria-hidden=\"true\" class=\"wp-exclude-emoji\">\u2192<\/span> Plugin Check<\/strong>. Plugin Check is the same tool the WordPress.org review team runs.<\/p>\n<h3>Privacy Policy<\/h3>\n<p>DoubleScale stores CRM, campaign, booking, task, support, and analytics data in your WordPress database. The plugin does not transmit that core repository to DoubleScale servers by default.<\/p>\n<p>Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers&#8217; terms \u2014 and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations.<\/p>\n<p>Privacy-minded operators have access to: per-contact GDPR exports, hard-delete workflows, consent tracking per channel, retention rules for tracking data, and unsubscribe handling for every send.<\/p>\n<h3>External Services<\/h3>\n<p>DoubleScale connects to external services <strong>only when you configure<\/strong> those integrations. No data is transmitted without your API keys, OAuth grants, or explicit provider setup. Each provider listed below is independent of DoubleScale; using one means you also agree to that provider&#8217;s terms and privacy policy.<\/p>\n<p>For every service below:<\/p>\n<ul>\n<li><strong>Endpoint<\/strong> \u2014 API base URL used after you save credentials (not a public marketing or documentation page; it may not load in a browser).<\/li>\n<li><strong>Terms<\/strong> \/ <strong>Privacy<\/strong> \u2014 Public legal pages for that provider. These are the URLs WordPress reviewers and site owners should open to read each service&#8217;s policies.<\/li>\n<\/ul>\n<h4>AI services<\/h4>\n<p><strong>OpenAI (optional)<\/strong><br \/>\n* Purpose: AI-assisted email composition and template generation.<br \/>\n* Data sent: The prompt text and any campaign content you submit through the AI builder. Sent only when you click an AI generate action.<br \/>\n* Endpoint: <code>https:\/\/api.openai.com<\/code><br \/>\n* Terms: https:\/\/openai.com\/policies\/terms-of-use<br \/>\n* Privacy: https:\/\/openai.com\/policies\/privacy-policy<\/p>\n<p><strong>Google Gemini (optional)<\/strong><br \/>\n* Purpose: Alternative AI provider for email composition.<br \/>\n* Data sent: Prompt text and campaign content, only when you click an AI generate action.<br \/>\n* Endpoint: <code>https:\/\/generativelanguage.googleapis.com<\/code><br \/>\n* Terms: https:\/\/policies.google.com\/terms<br \/>\n* Privacy: https:\/\/policies.google.com\/privacy<\/p>\n<h4>SMTP \/ email providers<\/h4>\n<p>Each provider is selectable per connection. DoubleScale sends outgoing mail to that provider&#8217;s API only after you save credentials.<\/p>\n<ul>\n<li><strong>SendGrid<\/strong> \u2014 <code>https:\/\/api.sendgrid.com<\/code> \u00b7 <a href=\"https:\/\/www.twilio.com\/legal\/tos\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.twilio.com\/legal\/privacy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>Mailgun<\/strong> \u2014 <code>https:\/\/api.mailgun.net<\/code> \u00b7 <a href=\"https:\/\/www.mailgun.com\/terms\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.mailgun.com\/privacy-policy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>Postmark<\/strong> \u2014 <code>https:\/\/api.postmarkapp.com<\/code> \u00b7 <a href=\"https:\/\/postmarkapp.com\/terms-of-service\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/postmarkapp.com\/privacy-policy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>SparkPost<\/strong> \u2014 <code>https:\/\/api.sparkpost.com<\/code> \u00b7 <a href=\"https:\/\/www.sparkpost.com\/legal\/terms-of-use\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/bird.com\/en\/legal\/privacy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>SMTP.com<\/strong> \u2014 <code>https:\/\/api.smtp.com<\/code> \u00b7 <a href=\"https:\/\/smtp.com\/terms-of-service\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/smtp.com\/privacy-policy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>SMTP2GO<\/strong> \u2014 <code>https:\/\/api.smtp2go.com<\/code> \u00b7 <a href=\"https:\/\/www.smtp2go.com\/terms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.smtp2go.com\/privacy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>MailerSend<\/strong> \u2014 <code>https:\/\/api.mailersend.com<\/code> \u00b7 <a href=\"https:\/\/www.mailersend.com\/legal\/terms-of-use\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.mailersend.com\/legal\/privacy-policy\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>Mailjet<\/strong> \u2014 <code>https:\/\/api.mailjet.com<\/code> \u00b7 <a href=\"https:\/\/www.mailjet.com\/legal\/terms\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.mailjet.com\/privacy-policy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>Brevo (Sendinblue)<\/strong> \u2014 <code>https:\/\/api.brevo.com<\/code> \u00b7 <a href=\"https:\/\/www.brevo.com\/legal\/termsofuse\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/www.brevo.com\/legal\/privacypolicy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>Mandrill<\/strong> \u2014 <code>https:\/\/mandrillapp.com\/api<\/code> \u00b7 <a href=\"https:\/\/mailchimp.com\/legal\/terms\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/mailchimp.com\/legal\/privacy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>ElasticEmail<\/strong> \u2014 <code>https:\/\/api.elasticemail.com<\/code> \u00b7 <a href=\"https:\/\/elasticemail.com\/resources\/usage-policies\/terms-of-use\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Terms<\/a> \u00b7 <a href=\"https:\/\/elasticemail.com\/resources\/usage-policies\/privacy-policy\/\" rel=\"nofollow ugc noopener\" target=\"_blank\">Privacy<\/a><\/li>\n<li><strong>SendLayer<\/strong> \u2014  &hellip;<\/li>\n<\/ul>\n<div class=\"plugin-editorial-note\" style=\"margin-top: 25px;padding: 12px 15px;background: #f8fafc;border-radius: 6px;color: #64748b;font-size: 13px;line-height: 1.5\">Editorial note: This overview combines WordPress.org official plugin metadata with an AI-assisted LethaldiranMX editorial review. Plugin data should be verified on the official WordPress.org listing before installation.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>All-in-one CRM with sales pipeline, projects, email\/SMS\/WhatsApp campaigns, booking, helpdesk, tasks, SMTP, proposals, invoices and automations \u2014 one &hellip;<\/p>","protected":false},"author":1,"featured_media":11730,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[252],"tags":[799,1260,2091,1642,2972,555],"class_list":["post-11095","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends","tag-booking","tag-crm","tag-email-campaigns","tag-marketing-automation","tag-pipelines","tag-wordpress-plugin"],"_links":{"self":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts\/11095","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/comments?post=11095"}],"version-history":[{"count":0,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/posts\/11095\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/media\/11730"}],"wp:attachment":[{"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/media?parent=11095"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/categories?post=11095"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aeosub.com\/zh\/wp-json\/wp\/v2\/tags?post=11095"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}