DoubleScale is a modular CRM that runs inside WordPress: switch on only the modules you need, from email marketing and automations to sales, helpdesk, booking, projects and a client portal. Start with the overview, then follow the tutorial for each module.
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Video tutorial: All-in-One WordPress CRM Plugin (Modular) | DoubleScale (4:46) Video tutorials by module
Module Video Documentation DoubleScale overview All-in-One WordPress CRM Plugin (Modular) | DoubleScale (4:46)– Email marketing Email Marketing in WordPress: Complete DoubleScale Tutorial (17:35)Read the docs Email WordPress users on new posts How to Email WordPress Users Automatically When a Post Is Published | DoubleScale Tutorial (7:54)Read the docs Automations DoubleScale Automations Tutorial: Build Email Workflows in WordPress (Triggers, Conditions, Goals) (13:29)Read the docs WooCommerce abandoned cart WooCommerce Abandoned Cart Recovery in WordPress: Win Back Lost Sales | DoubleScale Tutorial (9:04)Read the docs WhatsApp marketing WhatsApp Marketing in WordPress with Meta's Official API: Automations & Campaigns | DoubleScale (6:27)Read the docs Sales pipeline Sales Pipeline in WordPress: Deals, Stages, Team Roles & Reports | DoubleScale CRM Tutorial (11:16)Read the docs Proposals and invoices WordPress Proposals & Invoices Tutorial: E-Signature, XRechnung, Online Payments | DoubleScale (14:06)Read the docs Client portal WordPress Client Portal: Sign Contracts, Pay Invoices, Book Meetings & Upload Files | DoubleScale (8:20)Read the docs Helpdesk WordPress Helpdesk & Ticket System – Full DoubleScale Tutorial (Support Portal, Inbox, Automations) (11:48)Read the docs Booking Appointment Booking in WordPress: Calendars, Events & Online Bookings | DoubleScale Tutorial (19:02)Read the docs Projects Project Management in WordPress: Client Projects, Progress & Budgets | DoubleScale Tutorial (9:39)Read the docs Tasks Task Management in WordPress: Kanban Board, Reminders & Team Tasks | DoubleScale Tutorial (10:35)Read the docs Team roles and permissions Team Roles & Permissions in DoubleScale: Managers, Agents & Private Contacts (9:32)Read the docs
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