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The all-in-one client portal for seamless collaboration

Stop losing track of client updates across scattered email threads and separate tools. DoubleScale brings your documents, support tickets, and scheduling under one self-service client dashboard. Empower your clients with instant visibility so your team can focus on delivering great work.

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DoubleScale client portal dashboard
Client portal workspace activity tracking

Empower clients with real time workspace activity tracking

  • Unified Account View

    Give clients immediate access to active projects, outstanding balances, and key milestones from a single screen.

  • Real-Time Updates

    Automatically sync schedules, tickets, and activities to eliminate constant back-and-forth status emails.

  • Long-Term Trust

    Build lasting client confidence through continuous account transparency and clear operational visibility.

Effortless client meeting scheduling & appointment management

Eliminate scheduling friction by providing clients with a dedicated space to manage their consultation calls and milestone reviews. Clients can effortlessly filter through past, upcoming, or updated sessions while keeping track of essential meeting links and times. Empowering clients to manage their own appointments saves valuable administrative time and keeps project discussions perfectly on schedule.

Client meeting scheduling in the portal

Streamline client project workflows with clear stage visibility

Build lasting client trust by providing full visibility into active projects, milestones, and budget allocations in one structured hub. DoubleScale keeps your clients continuously informed on current project stages and progress updates without the need for manual status reports. This self-service project tracking experience reduces check-in emails, aligns expectations, and keeps your deliverables moving forward smoothly.

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Client project workflow board with stage visibility
Client document center folders

Professional client document center designed for seamless transparency

Simplify your financial workflows by giving clients an organized, secure hub to review, manage, and download all essential business documents. DoubleScale brings invoices, proposals, agreements, and payment records into a single location so clients can access what they need without searching through email threads. This self-service document hub speeds up approvals, ensures payment transparency, and keeps every transaction clear.

Seamless portal for proposals & invoices

Clients get a single, user‑friendly space to manage proposals and invoices from start to finish. Approvals, payments, and updates are all handled in one connected flow. This reduces confusion, speeds up decision‑making, and ensures accuracy across every step. The result is stronger trust and smoother collaboration with your clients.

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Client portal proposals and invoices

DoubleScale FAQ

Explore common questions to save your time & get started with confidence.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

Experience effortless workflows designed to support your success

DoubleScale lets you explore how easy it is to manage and grow with one intuitive system, built to keep everything connected and effortless.

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