CRM analytics and reports for smarter decisions

This DoubleScale pipeline report gives sales teams a powerful visual overview of deal progression across key stages—from lead generation to closed won. With conversion rates, average stage durations, and win/loss metrics all in one dashboard, users can quickly identify bottlenecks, improve forecasting accuracy, and boost overall sales performance. Whether you're managing a small team or scaling enterprise operations, pipeline analytics like these are essential for driving smarter decisions and faster closes.

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Get a clear view of your deals, contacts, and sources—all in one place

Track deals with clear insights

This CRM Deals Analytics dashboard helps sales teams monitor contact activity, track deal progress, and evaluate performance with intuitive charts and leaderboards. With real-time metrics like deals closed, contact engagement, and rep contributions, it empowers data-driven decisions and boosts sales efficiency. Whether you're managing pipelines or optimizing outreach, this dashboard delivers the clarity and control your team needs to close more deals.

Discover what your emails really achieve

Emails Analytics helps you see the bigger picture of your campaigns by turning raw numbers into meaningful stories that matter. It shows how people interact with your emails, highlighting opens, clicks, and engagement trends in a way that feels clear and approachable. With these insights, you can refine your messaging and build stronger connections that last. Every report is designed to guide smarter decisions and boost results without overwhelming you.

See who's joining, leaving, and engaging

DoubleScale’s Contacts Analytics dashboard gives businesses a clear view of contact growth, engagement, and unsubscribe trends. With real-time metrics, recent activity tracking, and visual graphs, teams can monitor subscriber behavior, identify churn reasons, and optimize outreach strategies. Whether you're nurturing leads or managing retention, this dashboard helps you make smarter, data-driven decisions to grow your contact base and improve customer relationships.

Track deals with clear insights

Discover what your emails really achieve

See who's joining, leaving, and engaging

Smart insights for reps who move fast and close faster

Sales Rep Analytics helps sales professionals stay ahead with real-time insights into deal progress, win/loss trends, and client engagement. Whether you're qualifying leads or closing negotiations, this dashboard gives you a clear view of every stage—empowering reps to act faster, smarter, and more confidently.

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Sales success starts here—monitor progress, value, and win rates in real time

The Sales Rep Analytics dashboard delivers a powerful overview of individual sales performance, combining deal metrics, pipeline stages, and win/loss analysis into one intuitive interface. With real-time data on closed deals, weighted values, and conversion rates, sales managers can easily evaluate rep effectiveness, identify bottlenecks, and drive smarter decisions. Whether tracking pipeline momentum or comparing win rates, this dashboard empowers teams to optimize CRM workflows and boost revenue outcomes.

Your active deals, organized for smarter selling and faster follow-ups

The Active Deals helps sales reps stay on top of every opportunity by showing deal value, stage, and recent activity at a glance. With clear analytics and time-in-stage tracking, reps can prioritize follow-ups, and boost pipeline efficiency—all from one streamlined view.

Never miss a beat—your rep activity history, always up to date

Designed for fast-paced sales teams, the Recent Activities section captures every interaction in real time. Whether it’s a scheduled meeting, a completed call, or a sent email, reps can instantly access details, track outcomes, and plan their next move. This boosts productivity and ensures no opportunity slips through the cracks.

FAQ

Frequently asked questions

Everything you need to know about DoubleScale before you start.

What is DoubleScale?

DoubleScale is a self-hosted CRM plugin for WordPress. It combines contact management, sales pipelines, email campaigns, SMS, WhatsApp, booking, invoices, and support tickets inside your WordPress dashboard, with data stored on your server.

Is DoubleScale self-hosted?

Yes, DoubleScale is 100% self-hosted. Your data never leaves your server. Unlike SaaS tools such as Mailchimp or ActiveCampaign, contacts, campaigns, and pipeline data stay in your WordPress database, so you keep ownership and control.

Does DoubleScale slow down my website?

DoubleScale stores CRM data in its own database tables, separate from your post content. The admin app is a single-page interface, so the public website is not loading the CRM UI on every visit.

Are there any limits on contacts or emails?

No. DoubleScale does not cap contacts, campaigns, or pipelines by plan. You can store unlimited contacts and send as many emails as your SMTP provider allows, without a per-contact fee.

Does DoubleScale work with WooCommerce?

Yes. DoubleScale syncs WooCommerce customers and orders into CRM contacts so you can segment, email, SMS, or automate from store activity without a separate ecommerce CRM.

Can I send WhatsApp messages from WordPress?

Yes. DoubleScale includes WhatsApp marketing through the Meta API, so you can message contacts and trigger automations from WordPress.

Is DoubleScale a Mailchimp alternative?

DoubleScale is a WordPress CRM with email campaigns, plus SMS, WhatsApp, pipelines, booking, and helpdesk, running on your own server. Mailchimp is hosted email marketing. If you want CRM and email inside WordPress, DoubleScale is the closer fit.

Does DoubleScale include a helpdesk?

Yes. DoubleScale includes support tickets and a customer portal so customers can open and reply to tickets on your site. Internal notes stay hidden from customers.

How much does DoubleScale cost?

Plans start at $99 per year for one website, with unlimited contacts and seats. Plus and Enterprise cover more sites. Lifetime licenses are listed on the pricing page.

Can I try DoubleScale before buying?

Yes. DoubleScale has a live demo on doublescale.io, and the plugin is listed on WordPress.org so you can review features before choosing a paid plan.