DoubleScale | All-In-One Business Growth Platform

by VixGrow

Description

DoubleScale is the operating system for a WordPress-native business. It replaces the stack most teams cobble together — CRM + Mailchimp + Calendly + ClickUp + a transactional email provider + a helpdesk + a reporting dashboard — with one plugin that lives inside wp-admin and stores everything in your own database.

You shouldn’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 — all from the same data model.

What’s inside one plugin

DoubleScale is a single install that gives you eight first-class modules, every one designed to feel like a dedicated product:

1. contacts, lists, segmentation
A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, full activity timeline, bulk operations, and CSV / WordPress user / WooCommerce imports. Every email, SMS, deal, booking, support ticket, and form submission stitches into one timeline per contact.

2. Campaigns — email & SMS broadcasts and sequences
A drag-and-drop email builder with responsive blocks, reusable templates, and merge tags for any custom field. Broadcast to lists, tags, or rule-based segments. Build multi-step email sequences (drip campaigns) with delays and conditional branches. SMS campaigns share the same composer and audience. Per-link tracking with automation triggers; bounce handling with soft/hard classification.

3. Booking — self-service appointment scheduling
Built-in calendar management with availability windows, guest forms, automated confirmations, rescheduling, time-zone handling, and embeddable booking pages. No external Calendly — bookings land directly on the contact record and can trigger automations.

4. Tasks — team task management
Create, 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.

5. SMTP — multi-provider email routing
A complete wp_mail() replacement with 20+ provider integrations (SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, Gmail, MailerSend, Mailjet, Mandrill, Brevo, and more). Smart provider selection, automatic failover, full delivery logs, and email tests — your transactional and marketing email runs through the same hardened pipeline.

6. Helpdesk inbox — unified support across channels
A shared inbox for email, SMS, and WhatsApp conversations. Threads stay attached to the contact record. Assign threads to teammates, mark as read/unread, archive, and reply without leaving WordPress. IMAP polling brings inbound email replies straight into the inbox.

7. Analytics — dashboards & reports
A built-in reporting layer covering revenue, pipeline, campaign performance, 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 — without exporting CSVs to a BI tool.

8. Team management — roles, ownership, collaboration
Multiple team members can work in DoubleScale at once. WordPress roles map to access patterns: sales reps see their deals, CRM managers see everything, support agents see the inbox. Activity is attributed by user. Notifications keep the team in sync.

Plus: a visual automation engine that connects all eight

Underneath every module is one workflow builder. 11+ trigger types — form submitted, page visited, deal stage changed, link clicked, tag added, booking made, support thread opened — flow into multi-step automations with conditional branches, time delays, and webhook calls. Actions include: send email, send SMS, tag, score, create a deal, assign a task, post to Slack, hit a webhook. This is the connective tissue that makes “all-in-one” actually mean something.

Key capabilities

One contact record shared across every module — campaigns, bookings, tasks, helpdesk threads, and deals all attach to the same contact.
Unlimited contacts and custom fields with no per-contact or per-seat fees.
Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.
GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.
Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.
Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.
16 form-builder integrations, including Contact Form 7, Gravity Forms, WPForms, Fluent Forms, Elementor Forms, Formidable, Forminator, Ninja Forms, MetForm, JetFormBuilder, Bit Forms, Sure Forms, and WS Form.

Who DoubleScale is for

Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want one WordPress-native operations platform instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts — DoubleScale is built to scale with your business, not punish it with row-count surcharges.

Learn more at doublescale.io.

Source Code

This plugin includes compiled JavaScript and CSS in the build/ directory. Human-readable source lives in src/.

Public repository: DoubleScale on GitHub

Build from source
1. Install Node.js (LTS recommended)
2. From the plugin directory: npm install
3. Production assets: npm run build
4. Development/watch: npm run dev

Outputs include client bundles under build/. Third-party libraries are listed in package.json.

Lint / code standards

The PHP code follows the WordPress Coding Standards (WPCS 3.x) with WordPress-Extra (security sniffs) and PHPCompatibilityWP enabled.

composer install — installs PHPCS, WPCS, and the rest of the dev tools.
composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/.
composer format — runs phpcbf to auto-fix what it can (whitespace, indentation, brace style).

For plugin-structure / readme / asset-organization checks, install the official Plugin Check plugin into a local WordPress install and run it via Tools Plugin Check. Plugin Check is the same tool the WordPress.org review team runs.

Privacy Policy

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.

Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers’ terms — and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations.

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.

External Services

DoubleScale connects to external services only when you configure 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’s terms and privacy policy.

For every service below:

Endpoint — API base URL used after you save credentials (not a public marketing or documentation page; it may not load in a browser).
Terms / Privacy — Public legal pages for that provider. These are the URLs WordPress reviewers and site owners should open to read each service’s policies.

AI services

OpenAI (optional)
* Purpose: AI-assisted email composition and template generation.
* Data sent: The prompt text and any campaign content you submit through the AI builder. Sent only when you click an AI generate action.
* Endpoint: https://api.openai.com
* Terms: https://openai.com/policies/terms-of-use
* Privacy: https://openai.com/policies/privacy-policy

Google Gemini (optional)
* Purpose: Alternative AI provider for email composition.
* Data sent: Prompt text and campaign content, only when you click an AI generate action.
* Endpoint: https://generativelanguage.googleapis.com
* Terms: https://policies.google.com/terms
* Privacy: https://policies.google.com/privacy

SMTP / email providers

Each SMTP provider is selectable per connection. When you configure one, DoubleScale sends outgoing mail (email content, recipient addresses, headers) to that provider’s API; nothing is sent until you save credentials.

SendGrid
* Endpoint: https://api.sendgrid.com
* Terms: https://www.twilio.com/legal/tos · Privacy: https://www.twilio.com/legal/privacy

Mailgun
* Endpoint: https://api.mailgun.net
* Terms: https://www.mailgun.com/terms · Privacy: https://www.mailgun.com/privacy-policy

Postmark
* Endpoint: https://api.postmarkapp.com
* Terms: https://postmarkapp.com/terms-of-service · Privacy: https://postmarkapp.com/privacy-policy

SparkPost
* Endpoint: https://api.sparkpost.com
* Terms: https://www.sparkpost.com/legal/terms-of-use · Privacy: https://bird.com/en/legal/privacy

SMTP.com
* Endpoint: https://api.smtp.com
* Terms: https://smtp.com/terms-of-service · Privacy: https://smtp.com/privacy-policy

SMTP2GO
* Endpoint: https://api.smtp2go.com
* Terms: https://www.smtp2go.com/terms/ · Privacy: https://www.smtp2go.com/privacy/

MailerSend
* Endpoint: https://api.mailersend.com
* Terms: https://www.mailersend.com/legal/terms-of-use · Privacy: https://www.mailersend.com/legal/privacy-policy

Mailjet
* Endpoint: https://api.mailjet.com
* Terms: https://www.mailjet.com/legal/terms · Privacy: https://www.mailjet.com/privacy-policy/

Brevo (formerly Sendinblue)
* Endpoint: https://api.brevo.com
* Terms: https://www.brevo.com/legal/termsofuse/ · Privacy: https://www.brevo.com/legal/privacypolicy/

Mandrill
* Endpoint: https://mandrillapp.com/api
* Terms: https://mailchimp.com/legal/terms/ · Privacy: https://mailchimp.com/legal/privacy/

ElasticEmail
* Endpoint: https://api.elasticemail.com
* Terms: https://elasticemail.com/resources/usage-policies/terms-of-use/ · Privacy: https://elasticemail.com/resources/usage-policies/privacy-policy/

SendLayer
* Endpoint: https://console.sendlayer.com/api
* Terms: https://sendlayer.com/terms-of-service/ · Privacy: https://sendlayer.com/privacy-policy/

SocketLabs
* Endpoint: https://inject.socketlabs.com
* Terms: https://www.socketlabs.com/terms-of-use · Privacy: https://www.socketlabs.com/privacy-policy/

Loops
* Endpoint: https://app.loops.so/api
* Terms: https://loops.so/terms · Privacy: https://loops.so/privacy

Amazon SES
* Endpoint: AWS regional endpoints (e.g., https://email.us-east-1.amazonaws.com)
* Terms: https://aws.amazon.com/service-terms/ · Privacy: https://aws.amazon.com/privacy/

OAuth-based mail providers

Gmail / Google Workspace
* Purpose: Send mail through your Google account via OAuth.
* Data sent: Outgoing email content; profile email read on connect to identify the account.
* Endpoints: https://www.googleapis.com/oauth2/*, https://gmail.googleapis.com
* Terms: https://policies.google.com/terms · Privacy: https://policies.google.com/privacy

Microsoft Outlook / 365
* Purpose: Send mail through your Microsoft account via OAuth.
* Data sent: Outgoing email content; profile read on connect to identify the account.
* Endpoints: https://login.microsoftonline.com, https://graph.microsoft.com
* Terms: https://www.microsoft.com/legal/terms-of-use · Privacy: https://privacy.microsoft.com/privacystatement

Zoho Mail
* Purpose: Send mail through your Zoho account via OAuth.
* Endpoints: https://accounts.zoho.com, https://mail.zoho.com/api
* Terms: https://www.zoho.com/terms.html · Privacy: https://www.zoho.com/privacy.html

CRM sync providers (Pro)

ActiveCampaign
* Purpose: Two-way contact sync.
* Data sent: Contact fields you map.
* Endpoint: Your account’s ActiveCampaign API host.
* Terms: https://www.activecampaign.com/legal/terms-of-service · Privacy: https://www.activecampaign.com/legal/privacy-policy

HubSpot
* Purpose: Two-way contact and deal sync.
* Endpoint: https://api.hubapi.com
* Terms: https://legal.hubspot.com/terms-of-service · Privacy: https://legal.hubspot.com/privacy-policy

Pipedrive
* Purpose: Two-way contact and deal sync.
* Endpoint: https://api.pipedrive.com
* Terms: https://www.pipedrive.com/en/terms-of-service · Privacy: https://www.pipedrive.com/en/privacy

GoHighLevel
* Purpose: Contact sync via OAuth.
* Endpoints: https://marketplace.gohighlevel.com, https://services.leadconnectorhq.com
* Terms: https://www.gohighlevel.com/terms-of-service · Privacy: https://www.gohighlevel.com/privacy-policy

Messaging providers (Pro)

Twilio
* Purpose: SMS sending and inbound conversations.
* Data sent: Phone numbers and message content.
* Endpoint: https://api.twilio.com
* Terms: https://www.twilio.com/legal/tos · Privacy: https://www.twilio.com/legal/privacy

Meta WhatsApp Business
* Purpose: WhatsApp sending and inbound conversations.
* Data sent: Phone numbers and message content via the WhatsApp Business Cloud API.
* Endpoint: https://graph.facebook.com
* Terms: https://www.whatsapp.com/legal/business-terms · Privacy: https://www.whatsapp.com/legal/business-data-transfer-addendum

Payments (Pro)

Stripe
* Purpose: Process booking payments.
* Data sent: Booking amount, currency, and the payer email for receipts.
* Endpoint: https://api.stripe.com
* Terms: https://stripe.com/legal · Privacy: https://stripe.com/privacy

Plugin-specific services

DoubleScale (doublescale.io)
* Purpose: License validation, Pro add-on store, and update checks. This is the plugin’s own service.
* Data sent: Your site URL, environment type (e.g. production/staging), and — only when you initiate a license or add-on action — the license key, the add-on identifier you selected, and your DoubleScale account credentials. No CRM, contact, or campaign data is sent.
* When it fires: Only on explicit user actions — activating a Pro license, browsing the Pro add-on store from the admin, or running an update check. Not on every page load.
* Endpoint: https://doublescale.io
* Terms: https://doublescale.io/terms · Privacy: https://doublescale.io/privacy

UI Avatars (ui-avatars.com) (Gravatar fallback)
* Purpose: Provides a generated initials-based avatar image for contacts whose email address has no Gravatar. DoubleScale outputs a standard Gravatar URL in the contact metabox; Gravatar itself redirects to UI Avatars when no Gravatar exists for the email, so the user’s browser — not the plugin server — loads the fallback image.
* Data sent: Only the contact’s display name (passed in the URL path so an initials-based image can be generated). The plugin does not POST or contact UI Avatars directly.
* When it fires: When an admin views the contact metabox and the contact has no Gravatar.
* Endpoint: https://ui-avatars.com/api/
* Terms: https://ui-avatars.com/terms · Privacy: https://ui-avatars.com/privacy

AI provider endpoints (optional, bring-your-own-key)

The AI settings page lets you point DoubleScale at any OpenAI-compatible endpoint by entering its base URL and your own API key. Suggested endpoints (Groq, OpenRouter) appear as labels in the provider dropdown but are not contacted unless you save credentials for them. If you configure an AI provider, you are responsible for that provider’s terms and privacy policy.

OpenRouter — https://openrouter.ai/api/v1 · Terms: https://openrouter.ai/terms · Privacy: https://openrouter.ai/privacy
Groq — https://api.groq.com/openai/v1 · Terms: https://groq.com/terms-of-use · Privacy: https://groq.com/privacy-policy
Any other OpenAI-compatible endpoint you supply manually.

Disabling

Disable any connector by removing its credentials in DoubleScale Settings or by deactivating the related automation. Outgoing API calls only happen when you trigger an action that requires the configured service.

Credits

Website & documentation: doublescale.io

Support

Website & documentation: doublescale.io
WordPress.org support: https://wordpress.org/support/plugin/doublescale/ (when the plugin listing is public)

Contribute

Bug reports, ideas, and pull requests are welcome on the public GitHub repository linked in the Source Code section.

Languages

DoubleScale is translation-ready. English ships by default; additional locales welcome via community contributions.

Installation

Automatic

In wp-admin go to Plugins Add New
Search for DoubleScale
Install and activate
Open DoubleScale from the admin menu and complete onboarding

Manual upload

Download the plugin ZIP
Plugins Add New Upload Plugin
Activate DoubleScale

After activation

Review DoubleScale Settings
Connect an SMTP provider (the SMTP module replaces wp_mail() immediately)
Import or sync contacts (CSV, WordPress users, or WooCommerce customers)
Create your first list, automation, booking calendar, or campaign

You’ll have a working CRM + email engine + booking page in under 10 minutes.

Faq

Is DoubleScale really an all-in-one replacement for CRM + email + booking + tasks + SMTP + helpdesk + analytics + team management?

Yes — that’s exactly the design. Each module is built to feel like a dedicated product, but they share a single contact record, a single automation engine, a single reporting layer, and a single user model. You can install DoubleScale and turn off your CRM, Mailchimp, Calendly, SMTP plugin, helpdesk, and reporting tool on the same day.

How is this different from “marketing automation” plugins like FluentCRM or Groundhogg?

Most WordPress CRMs cover contacts + email + automation. DoubleScale covers that plus booking, tasks, a multi-channel helpdesk inbox, SMTP routing, and a full analytics layer — in the same plugin, around the same contact record. You’re not bolting on FluentBooking + WP Mail SMTP + a separate helpdesk; it’s all built in.

Is there a contact limit?

No. DoubleScale doesn’t charge per contact. The free Starter plan handles unlimited contacts. Installs running 100,000+ contacts have been benchmarked.

Where is my data stored?

In your WordPress database. The CRM, deals, email content, support threads, and tracking events all live in tables on your server. Optional third-party services (SMTP providers, Twilio, etc.) are only used when you configure them yourself.

Do you support WooCommerce?

Yes — natively. Orders, customers, abandoned carts, and product purchases flow into the CRM. Trigger campaigns or automations from cart events. Set up abandoned-cart recovery in minutes.

Can I send SMS or WhatsApp?

Yes. SMS via Twilio and WhatsApp Business are available in Pro packages. Both share the same audience, composer, and merge-tag system as email.

How does the booking module compare to Calendly?

Same core experience — availability windows, embeddable booking pages, automated confirmations, time-zone handling. The difference: bookings land on the contact record, can trigger automations, and your data never leaves your install. Stripe payments and Google Calendar sync are Pro extensions.

Does the helpdesk inbox replace Help Scout or Front?

For most teams, yes. The unified inbox handles email, SMS, and WhatsApp threads with team assignment, status, and contact context. Heavy SLA / ticketing workflows may still warrant a dedicated helpdesk — but for support that lives next to sales and marketing data, this is a clean replacement.

How does team management work?

WordPress roles map to access patterns inside DoubleScale: sales reps see only deals they own, CRM managers see all deals and contacts, support agents see the inbox. Notifications, activity attribution, and ownership are user-aware throughout.

Which form plugins work?

16 form builders out of the box — Contact Form 7, Gravity Forms, WPForms, Fluent Forms, Elementor Forms, Formidable, Forminator, Ninja Forms, MetForm, JetFormBuilder, Bit Forms, Sure Forms, WS Form, and others. Form submissions create or update contacts with tags, lists, and field mapping.

How do imports work?

CSV imports, WordPress user sync, WooCommerce customer import, and connectors for popular CRMs (Pro). Field mapping with preview, error handling, and dry-run mode.

Does DoubleScale slow down the public site?

No. The frontend impact is minimal — heavy work (campaign sends, automation processing, tracking ingestion) runs in the admin and in background tasks (Action Scheduler).

Can my team collaborate in DoubleScale?

Yes. Multiple users can work simultaneously, with role-based access, ownership-aware filtering (e.g., sales rep view), and in-app notifications.

How do I get help?

Documentation and setup guides: doublescale.io. Community support via WordPress.org. Pro tiers include email and priority support.

Reviews

Changelog

1.0.0

All-in-one launch: CRM, email & SMS campaigns, booking, tasks, SMTP routing, unified helpdesk inbox, analytics, and team management — in one plugin
Visual automation engine with 11+ trigger types connecting every module
50+ integrations across commerce, forms, LMS, SMTP, messaging, and CRM sync