Marketing built in
Email campaigns, a drag-and-drop builder, sequences, SMS and WhatsApp. Bit CRM has no campaign tools.
Bit CRM is a focused sales CRM: leads, companies, deals, invoices and tasks. DoubleScale covers the same sales work and adds email, SMS and WhatsApp marketing, booking, a helpdesk, proposals, contracts, projects and a mobile app, in one self-hosted plugin.
Last reviewed: October 2026. Bit CRM details are based on its WordPress.org listing, the Bit CRM and Bit CRM Pro 1.3.1 plugins and bit-crm.com/pricing. Verify current vendor pricing before purchase.
Both are self-hosted WordPress CRMs with unlimited contacts. The difference is how much of your business each one covers.
Email campaigns, a drag-and-drop builder, sequences, SMS and WhatsApp. Bit CRM has no campaign tools.
Booking pages and a support ticket inbox are in the free plugin. Bit CRM has neither.
Proposals with e-signature, contracts and credit notes on top of the invoices both products offer.
iOS and Android apps for your team. Bit CRM is browser only.
“Free” means the free plugin on WordPress.org. “Pro” means each product’s paid plan.
| Feature | BBit CRM | |
|---|---|---|
| Contacts and leads | ||
| Unlimited contacts | IncludedFree | IncludedFree |
| Lists, tags and dynamic segments | Lists, tags & segmentsFree | Tags & filtersFree |
| Separate lead and company records | Company field on contactsFree | IncludedFree |
| 360° contact timeline | IncludedFree | IncludedFree |
| Import from other CRMs | 8 CRMs + CSVFree | CSV onlyFree |
| Custom fields | IncludedPro | IncludedPro |
| Lead scoring | IncludedPro | Not included |
| Website visitor tracking | IncludedPro | Not included |
| Marketing | ||
| Email campaigns and newsletters | IncludedFree | Not included |
| Drag-and-drop email builder | IncludedFree | Not included |
| Open, click and unsubscribe tracking | IncludedFree | Not included |
| Email sequences (drip) | IncludedPro | Not included |
| SMS campaigns and two-way SMS | IncludedPro | Not included |
| WhatsApp campaigns and chat | IncludedPro | Not included |
| Automated campaigns (new posts, schedules) | IncludedPro | Not included |
| Sales and billing | ||
| Sales pipelines and deals (kanban) | IncludedPro | IncludedFree |
| Proposals with online acceptance and signature | IncludedFree | Not included |
| Invoices with PDF | IncludedFree | IncludedFree |
| Online invoice payments | Stripe, PayPal, Mollie, Razorpay, Square, Authorize.Net, WooCommerce, SureCartPro | WooCommerce checkout onlyPro |
| Get paid without a store plugin | IncludedPro | Needs WooCommercePro |
| Recurring invoices | IncludedPro | IncludedPro |
| Contracts with e-signature | IncludedPro | Not included |
| Credit notes | IncludedPro | Not included |
| Products as line items | Own catalog, WooCommerce, SureCartPro | Own catalog, WooCommerce, SureCart, FluentCartPro |
| Multiple currencies | Per invoice, proposal & dealFree | With exchange ratesPro |
| Automation | ||
| Visual workflow builder | IncludedFree | IncludedPro |
| Triggers | 100+ across all modulesPro | Records, tags, deal stagesPro |
| Conditions and branching | Nested conditionsPro | BranchingPro |
| Webhooks | IncludedPro | IncludedPro |
| Goals and funnel reports | IncludedPro | Not included |
| Booking, support and delivery | ||
| Appointment booking pages | IncludedFree | Not included |
| Helpdesk and support tickets | IncludedFree | Not included |
| Tasks | IncludedPro | IncludedFree |
| Calls and meetings on records | IncludedFree | IncludedFree |
| Projects with boards and budgets | IncludedPro | Not included |
| Client portal | IncludedFree | IncludedPro |
| Team calendar | IncludedFree | IncludedPro |
| Integrations and platform | ||
| Form plugins built in | 17 form pluginsFree | Bit Form; others via Bit IntegrationsFree |
| WooCommerce | IncludedFree | IncludedFree |
| EDD, SureCart, LMS and membership plugins | IncludedPro | Not included |
| Built-in SMTP (20+ providers) | IncludedFree | Basic SMTPFree |
| MCP server for AI assistants | IncludedFree | IncludedPro |
| AI writing and assistant | IncludedPro | IncludedPro |
| iOS and Android mobile app | IncludedPlus+ | Not included |
| Official Zapier app (7,000+ apps) | IncludedPlus+ | Via Bit Integrations / Bit Flows pluginsFree |
| White labeling (your brand on the whole plugin) | IncludedEnterprise | Client portal onlyPro |
| Role-based team access | IncludedPro | IncludedPro |
Last reviewed: October 2026. Bit CRM details are based on its WordPress.org listing, the Bit CRM and Bit CRM Pro 1.3.1 plugins and bit-crm.com/pricing. Verify current vendor pricing before purchase.
During setup, Bit CRM offers to install Bit Form, Bit SMTP and Bit Integrations alongside it, and connects to other platforms through Bit Integrations and Bit Flows. DoubleScale has forms, SMTP and 100+ automation triggers built in.
To match DoubleScale with Bit CRM, you would buy, update and connect five separate paid plugins. DoubleScale ships it all in one.
To match DoubleScale's features, you'd need to buy and maintain:
Both CRMs keep your data in your own WordPress database, so switching is a CSV away. No consultants, no data leaving your server.
Export your contacts and companies to a CSV file (CSV export is part of Bit CRM Pro).
Map each column to a DoubleScale field with a live preview, and add tags and lists as you import.
Switch on campaigns, booking or the helpdesk from Control Modules whenever you are ready.
Real reviews from verified users on WordPress.org, not curated quotes or cherry-picked excerpts.
“DoubleScale has replaced several separate tools for CRM, automations, email, SMS, WhatsApp, booking, sales, and support — all self-hosted on my own server. One feature that is especially critical: DoubleScale captures the email and phone number at checkout before the customer submits. This alone helps recover abandoned carts in a very practical way. The team is fast, responsive, and actually listens to user feedback.”
“Superb plugin, the functionality keeps improving. The developers are working hard to make this an extremely capable CRM. I am impressed, and Mohamed's support is invaluable.”
“DoubleScale is an outstanding WordPress plugin that transforms your website into a powerful, native business solution. It covers everything from lead management and customer tracking to sales pipelines and reporting. The mobile app, WhatsApp integration, and campaign management make it a top-tier choice for businesses that want a central place to manage customer relationships. I highly recommend it!”
What people ask before choosing between them.
Yes. DoubleScale covers the same sales work as Bit CRM (contacts, pipelines, invoices, tasks and a client portal) and adds email, SMS and WhatsApp marketing, booking, a helpdesk, proposals, contracts, projects and a mobile app.
No. Bit CRM sends one-to-one emails from records through SMTP and syncs a mailbox over IMAP, but it has no campaigns, newsletters, email builder or sequences. DoubleScale includes campaigns and the email builder in the free plugin.
Bit CRM costs less per site. DoubleScale costs more but includes marketing, booking, a helpdesk, proposals, contracts and projects that Bit CRM does not offer, so you do not need separate plugins or subscriptions for them.
No. In Bit CRM Pro 1.3.1, clients pay invoices through WooCommerce checkout, so WooCommerce has to be installed to get paid online. DoubleScale Pro connects directly to Stripe, PayPal, Mollie, Razorpay, Square and Authorize.Net with no store plugin needed, and can also take payment through WooCommerce or SureCart checkout if you run a store.
Bit CRM has separate company and lead records for B2B pipelines, built-in currency exchange rates, and can also pull line-item products from FluentCart. If you only need a sales CRM, it is a good, lower-cost choice.
Yes. Export contacts from Bit CRM to CSV (CSV export is part of Bit CRM Pro) and import them into DoubleScale with field mapping, tags and lists.
Start with the free plugin and add Pro modules when you need them. Unlimited contacts on every plan, and your data stays on your own server.