Groundhogg — CRM, Newsletters, and Marketing Automation

Groundhogg is the best WordPress CRM & Marketing Automation plugin. Create flows, email campaigns, and have a CRM all within your WordPress site.

Groundhogg 4.0 is here!

Groundhogg 4.0 introduces the Flow Editor which makes Groundhogg the most powerful marketing automation tool currently available for WordPress. Seriously, no other WordPress CRM comes close, we checked.

Create beautiful flows that convert leads into customers! Your customers will thank you.

Do your business a favor and switch to Groundhogg.

Epic WordPress CRM, Email & Marketing Automation

Businesses that switch to Groundhogg save on average $240/m on CRM fees.

👉 Official Site | 📃 Documentation | 🎓 Groundhogg Academy

🌎 Facebook Group | 📺 YouTube Channel | Ⅹ (Twitter)

🚀 14-day demo! Try before you buy.

🏆 2020 Gold Stevie Award Winner

Groundhogg CRM & Marketing Automation for WordPress can help you dramatically improve how you acquire leads and make more sales!

Our award winning WordPress CRM is the very best alternative to Keap, ActiveCampaign, HighLevel, HubSpot, MailChimp and other SaaS platforms.

You don’t have to sacrifice CRM features when you switch to our self-hosted solution. In fact you can save $1,000s per year and have the added benefit of owning all your information.

If you are an agency, WaaS, WordPress developer, LMS/Course Creator, WordPress freelancer, or CRM implementation service provider then the Groundhogg CRM and Marketing Automation suite is for you.

🪓 Ax the “Success Tax”

Other SaaS (Software as a Service) CRM platforms will charge you more as your list grows.

But not us!

When using the Groundhogg CRM & Marketing Automation suite free or with any of our paid plans, we’ll never charge you more!

🚫 There are no limits on:

• Number of contacts
• Number of flows (automations)
• Number of emails sent

When using Groundhogg CRM & Marketing Automation you will never be limited on the amount of anything! Unlike other SaaS platforms.

Businesses save $1,000s a year after switching to Groundhogg.

💽 You own your data!

The reality of SaaS CRMs is that you pay, and pay, and pay, and you invest all this money into a system to help your business thrive, but it can be taken away at a moments notice.

Putting your data in a SaaS CRM is like renting an apartment, but with less protection and stingier landlords. You can get evicted at any time, for any reason. There is no recourse.

This leaves your business exposed. What would happen to your business if your CRM was turned off?

With Groundhogg you actually own your data! No one expect you can make impactful changes.

🔎 At A Glance

Everything your business needs to thrive!

• Best in class CRM & Marketing Automation suite.
• Organize and segment your contacts to send more relevant communications.
• Automate your communications to save you time and increase your productivity.
• Collect data and mine your list so you can stop bleeding money. “The money is in the list!”
• Own your data so you’ll never be at the mercy of a SaaS company again.
• Control your expenses! There are NO LIMITS on how many contacts and users you can have! Groundhogg grows with you! Your costs do NOT increase when your lists grows. We don’t tax you for scaling up!
• Translate & configure into any language.

🌎 We care! Join our Community!

Groundhoggers are very generous with their business intelligence. Just as the Groundhogg CRM & Marketing Automation team is deeply committed to helping! So we create lots of tools to help you succeed.

• 🚀 Free 1-Hour Quickstart Course!
• 🌎 Community care & support in the open Facebook group!
• 📺 Over 60 hours of easy Groundhogg Youtube tutorials!
• 📃 Use our Knowledge Centre to get the answers you need.
• 🎙️ Ask your burning questions in Office Hours on our live Facebook stream every Tuesday!

🤷‍♂️ Who can benefit from Groundhogg CRM and Marketing Automation?

The Groundhogg CRM & Marketing Automation suite is being used by a wide variety of 3,000+ businesses in over 35+ countries. The diversity of use cases is huge!

If you’re business is using WordPress, you can use Groundhogg.

Here are some of the more common use cases:

• Digital Marketing Agencies
• WordPress Freelancers
• LifterLMS, LearnDash, or TutorLMS sites
• WooCommerce Sites
• WaaS Multisite Platforms
• Blogs and News Sites
• Coaches and Trainers
• Educators and Public Speakers
• Business Directories
• And many more!

💡 Made by people who know CRM & Marketing Automation!

Our team is based in Niagara Falls, Canada! We’ve been helping small businesses implement CRM and Marketing Automation since 2014 working with tools like Keap, ActiveCampaign, and HubSpot.

After some time, it became apparent that there was a desperate need in the WordPress ecosystem for a capable CRM and Marketing Automation tool for WordPress site owners.

One that could match SaaS platforms on features and reliability did not yet exist, so we built it!

Starting in 2018, Adrian Tobey (founder) and his team took their combined 20+ years of experience in the CRM and Marketing Automation industry to create a better option for WordPress based businesses.

We know flows, CRM, and marketing automation like the back of our hands!

You can trust us to not only provide you with stellar software and support, but also provide you guidance on the kinds of flows and automation you should be building to get maximum value from our products.

❤️ Businesses Love Groundhogg CRM & Marketing Automation!

3,000+ businesses in 35+ countries are using Groundhogg CRM & Marketing Automation to launch their flows, grow their lists and scale their businesses.

Here’s what a few of them had to say about our products and support!

From 👨 Chris Badget, CEO of LifterLMS

Great team, great product, and works with all the key WordPress tools I’m using.
So nice to be able to do broadcast emails, tagging, and marketing automation all from inside my WordPress website.

From 👨‍🦱 Francisco Opazo, Marketing Manager at BuddyBoss

Groundhogg CRM & Marketing Automation is essential for many community builders, course creators, and membership site owners to achieve higher rates of engagement and retention. It simplifies many complex processes including onboarding, email marketing, flows, and enables you to scale your marketing efforts more efficiently.

From 👨 Jonathan Denwood, Podcaster & Owner of WP-Tonic Agency

Adrian and his team have really built a great WordPress based CRM that’s really competitive with the big guys like ActiveCampagin. I would highly recommend it to anybody who is running WordPress.

There are over 110 ⭐⭐⭐⭐⭐ reviews for Groundhogg on WordPress.org and even more reviews on our Facebook Page!

Kris Britton of the KAYBE marketing agency moved all of his clients from HubSpot to Groundhogg!

Features

Here are the tools you can use to launch your funnel, grow your list, and scale your business faster with Groundhogg CRM & Marketing Automation!

🕺 Straightforward CRM & Contact Management

• Advanced searching and filtering on any data
• Unlimited CRM custom fields
• Segmentation with tags
• Activity and email history
• Profile pictures
• Automatic location discovery
• CRM Notes
• CSV importing & exporting
• Sync contacts in the CRM with WordPress users
• View congregated information other WordPress plugins in the contact record.

Quickly and easily segment your list with Groundhogg’s unrivaled search filter system!

Groundhogg’s search filters give you more control than any other CRM to segment your list to find exactly the leads you’re looking for.

Our integrations with WooCommerce, AffiliateWP, LearnDash, and more add additional search filters you can use to create powerful segments so you can send hyper targeted messages.

⚙️ Flows & Marketing Automation Features

• Create highly effective customer journeys with our easy to learn funnel builder.
• Over 30+ integrations available to connect the CRM with your favorite WordPress plugins.
• Create simple flows or complex ones!
• Measure the effectiveness of your flows with easy to read metrics.
• Start flows from forms, payments, new users, and more!
• Open API to add your own triggers & actions.

📧 Simple Email Marketing & SMTP

• Use images, headers, paragraph and more.
• Simple preview & testing.
• Perfect for sales emails, newsletters, transactional notifications and more.
• Send broadcast emails to your contact lists.
• Distinguish between transactional and marketing emails.

📈 Unmatched Analytics Reporting

• We track EVERYTHING in the CRM!
• Granular details of how your site is performing.
• See open rates, click through rates and conversions at a glance.
• Detailed results from your flows and broadcast emails.
• Integrate with Ecommerce to see revenue from your marketing.
• Learn more about your audience with demographic reporting.
• See which flows/emails are under-performing.

Use campaigns to make comparing reporting results easier

🇪🇺 GDPR Ready

• Simple GDPR features to keep you compliant.
• Automatic preferences center, data download, and opt out.
• Track GDPR consent in your CRM
• Prevent marketing to those who withdraw consent.

🙌 Get more with premium features!

Groundhogg CRM & Marketing Automation has 45+ extensions to help you expand and integrate Groundhogg to help you build your all in one solution.

👉 Bundle all of our incredible premium features into a flat rate plan. Yearly & monthly options available.

You can also use our ⏱️ 14 day $1 demo to see a preview of these stellar features.

Over 24+ extensions to help you handle more…

• Extend your CRM with Custom Fields
• Extend your CRM with Custom SMTP
• Extend your CRM with Advanced Email Preferences
• Extend your CRM with Superlinks
• Extend your CRM with Lead Scoring
• Extend your CRM with Booking Calendars
• Extend your CRM with Social Proof Popups
• Extend your CRM with Signed Contracts
• Extend your CRM with Company Management
• Extend your CRM with a Sales Pipeline
• Extend your CRM with Birthday Automation
• And many more…

Over 30+ integrations to connect to your favorite WordPress plugins. Integrate with…

• Connect LifterLMS to your CRM | FREE COURSE
• Connect LearnDash to your CRM | FREE COURSE
• Connect BuddyBoss to your CRM | FREE COURSE
• Connect GiveWP to your CRM
• Connect Easy Digital Downloads to your CRM
• Connect WooCommerce to your CRM
• Connect HelpScout to your CRM
• Connect Elementor to your CRM
• Connect Amazon Web Services to your CRM
• Connect SendGrid to your CRM
• Connect AffiliateWP to your CRM
• Connect ThriveCart to your CRM
• Connect WPForms to your CRM
• And many more…

⏱️ Want to test out the premium Groundhogg CRM and Marketing Automation suite?

If you’d like a trial of our premium plans, please check out our $1 sandbox demo.

Milestones

• Serving 3,000+ businesses in 35+ countries.
• ⭐⭐⭐⭐⭐ rated software and support!
• 40+ Certified partners.
• 🏆 Gold Stevie Award 2020 for Tech Start up of the Year (American Business Awards).
• 🏆 Gold Stevie Award 2021 for Best In Class Customer Service (American Business Awards).
• 🏅 Best Software Innovation 2020 finalist (Canadian Search Awards).
• 🏅 Canadian Small Business Awards 2021 finalist (Canadian Search Awards).

External services & APIs

This plugin connects to several 3rd party services to provide crucial functionality. Each is listed below with what services are used and what information is shared, if any.

Email and flow templates

Email and flow templates are pulled periodically from a remote repository via API at https://library.groundhogg.io. No information about you or your site is shared or logged in this request.

Dashboard notices and widgets

Recent blog posts from https://groundhogg.io are shown in the dashboard and are fetched periodically. No data or information is logged or shared.
Important notifications and dashboard notices are pulled from https://groundho.gg periodically. No data or information is logged or shared.

Telemetry and usage

You can opt-in and opt-out of site telemetry from Groundhogg » Settings » Misc » Danger Zone » Opt-in to anonymous usage tracking. When enabled, the following information will be periodically shared with https://groundhogg.io: Your admin email address; Whether your site has a valid and active license from groundhogg.io; The license if one exists; Whether Groundhogg is white labelled; System information such as WordPress version, PHP Version, the Groundhogg plugin version, the site time sone, and site language; Usage statistics such as the number of active flows, the number of new contacts, and the number of emails sent; The list of active Groundhogg add-ons on the site;
No information is shared or collected when telemetry sharing is disabled.

Google Recaptcha

If you have the Google Recaptcha integration enabled, scripts will be loaded from https://www.google.com/recaptcha/api.js and requests will be made to https://www.google.com/recaptcha/api/siteverify sharing only essential information (such as your recaptcha site key) to facilitate the integration.

Cloudflare Turnstile

If you have the Cloudflare Turnstile integration enabled, scripts will be loaded from https://challenges.cloudflare.com/turnstile/v0/api.js and requests will be made to https://challenges.cloudflare.com/turnstile/v0/siteverify sharing only essential information (such as your turnstile site key) to facilitate the integration.

Geolocation services

Groundhogg will attempt to use the free service ipquery.io to determine a contact’s location and timezone using their IP address.

Plugin Repo

• Install Groundhogg CRM and Marketing Automation
• Activate
• Complete the guided setup
• Start Marketing

FTP

• Upload the zip archive
• Unzip
• Activate through the plugins manager
• Complete guided setup
• Start Marketing

1. 

   Create flows in the CRM quickly using our drag & drop editor.

2. 

   Use dozens of triggers, actions, and logic steps to create your flow.

3. 

   Start with pre-written templates based on real CRM use cases.

4. 

   Quickly write, preview, test and send personalized emails from the CRM.

5. 

   Start from beautiful templates, or import HTML from a 3rd party.

6. 

   Groundhogg's CRM reports give you the most data visibility of any small business CRM and Marketing Automation suite.

7. 

   Create your personalized CRM report dashboard to monitor your most important metrics.

8. 

   The Groundhogg CRM pulls data from all your integrations to show all activity and data on a single screen.

9. 

   Filter contacts in the CRM using dozens of search filters to segment based on tags, custom fields, activity, purchase history, and more!

10. 

    Send out mass emails to your list and view details reports of your subscribers' engagement.

4.2.9 (2025-11-21)

• ADDED WP Fusion event tracking filter so you don’t have to use the custom activity filter.
• ADDED “Day of Week” and “Day of Month” filters for conditional logic.
• ADDED Email preview action to the broadcasts table and broadcast report.
• IMPROVED Recaptcha and Turnstile scripts are now only enqueued if the fields are actually being used.
• FIXED Some of the meta-comparisons for the custom activity filter and submission filters not returning correct results.

4.2.8 (2025-11-14)

• IMPROVED Gutenberg form embed block has been updated to be compatible with latest Gutenberg standards.
• IMPROVED The Gutenberg form embed block supports theme and color directly and can override the form’s settings in the flow.
• FIXED Preview text spacer has unrecognized HTML entity in outlook inboxes.
• FIXED Anchor tags in text blocks getting inline CSS fill inconsistent with surrounding text.
• FIXED Fatal error if trigger attempts to capture details from private class properties or methods.

4.2.7 (2025-11-12)

• ADDED Built-in support for Polylang for the preferences page.
• ADDED Bulk editing campaigns for emails, broadcasts, and flows.
• ADDED New broadcasts reports. Broadcasts sent and total broadcast emails sent.
• TWEAKED More space between preview text and content.
• SECURITY Patched vulnerability. Credit to WordFence for practicing responsible disclosure.
• FIXED Email template toggle showing enabled even if disabled.
• FIXED Broken GeoIP reference.

4.2.6.1 (2025-10-29)

• FIXED Recaptcha field missing in rendered form if the recaptcha version is v3
• FIXED Font style not parsed correctly from text blocks if no <p> tag is present.
• FIXED Escaped HTML visible on the licenses page.

4.2.6 (2025-10-28)

• ADDED Frequency limits for triggers.
• ADDED Batch scheduling for adding contacts to flows.
• ADDED Support for litespeed_finish_request() in the gh-cron.php file.
• ADDED Groundwork for AI in the email editor.
• ADDED New API endpoint to fetch broadcast reports.
• ADDED Step notes will appear in the flow editor, and now also support basic HTML.
• IMPROVED Exporting of custom fields and metadata.
• TWEAKED The flow emails table report will show unique clicks instead of all clicks.
• FIXED Broadcast delayed by 24 hours when using the send in local timezone setting with a dynamic segment.
• FIXED <title> tag in HTML emails should be the same as the subject line.
• FIXED safe-mode causing errors on multisite.
• FIXED Step settings not copied correctly when duplicating or copying steps with unpublished changes.
• FIXED Turnstile/Recaptcha ignored if disabled in settings even if enabled in forms.
• FIXED Export page not working if admin toolbar is disabled.

4.2.5.3 (2025-08-30)

• FIXED Web form editor missing when adding a new blank Web Form trigger.
• FIXED Fatal error when using the “Process events” button in the logs screen.

4.2.5.2 (2025-08-29)

• FIXED Contact details card local time displaying incorrect time.

4.2.5.1 (2025-08-29)

• FIXED Flow icons not loading correctly when using custom wp-content directory.
• FIXED Custom Fields (properties) not loading when creating a fresh pipeline
• FIXED Redaction query timeout on MySQL 8+

4.2.5 (2025-08-20)

• ADDED Cloudflare Turnstile Integration as an alternative to Google Recaptcha.
• FIXED Missing sprintf call on the unsubscribe page causing visible placeholders.

4.2.4.2 (2025-08-15)

• TWEAKED Refactored usages of file_get_contents() to use the WP_Filesystem instead.
• FIXED Don’t use esc_html() for CSS. You’d think WordPress core would have a better internal solution for outputting CSS 🙄

4.2.4.1 (2025-08-13)

• FIXED mopping up issues related to the refactoring effort.
• FIXED Text block in the email editor would sometimes bug out.
• FIXED Changing the font-family of a global font would not update text blocks using that global font.

4.2.4 (2025-08-13)

Just an absolute huge refactoring effort with over 1000+ changes to please our WordPress.org overlords’ WPCS checklist. Including, but not limited to:
* Escaping literally anything that can be escaped.
* Adding translator comments and re-ordering placeholders.
* Refactoring DB Queries.
* Replacing PHP functions with WordPress core functions.

4.2.3.2 (2025-08-04)

• UPDATED Repository plugin name.
• IMPROVED i18n for date and time.

4.2.3.1 (2025-07-29)

• FIXED Missing developer action to filter the WP_Query associated with the query loop block.
• FIXED Filter sanitization not correctly treating “0” as an integer.
• FIXED Redaction for multi-line textarea not working.

4.2.3 (2025-07-28)

• ADDED The new {redact} replacement code that will redact details from email logs. You can also use the function Groundhogg\add_redaction( "my text" ); to add redactions programmatically.
• ADDED Form Submission, Webhook Request, and Webhook Response search filters to filter by historical submission data.
• ADDED Redaction option for form fields in the advanced tab. Will automatically redact sensitive information from submissions and contact meta after desired time period.
• TWEAKED Re-ordered the tools page tabs so that sync tools appear first.
• TWEAKED Changing the label while editing an existing custom field does automatically edit the internal name.
• TWEAKED When changing the internal name of an existing custom field a warning is shown.
• FIXED Some search filters requiring joins with 3rd party tables not working if join column is not correctly aliased.
• FIXED Dropdown fields not showing as pre-filled if the current value in the contact record contained a space.

4.2.2.1 (2025-07-07)

• FIXED Fatal error when uploading new contact CSV import.

4.2.2 (2025-07-03)

• FIXED User ID not syncing.
• FIXED Arbitrary file upload vulnerability. Credit to Patchstack for practicing responsible disclosure.

4.2.1 (2025-06-30)

• HARDENED User ID syncing so that the correct user is always linked with the correct contact
• HARDENED Sanitization for Query::addJoin()
• HARDENED Removed sensitive data from the WP User object when returned via JSON.
• FIXED Email content empty if importing an email template and making no content changes.

4.2 (2025-06-11)

• ADDED Alter default appearance of emails blocks in the email editor settings.
• ADDED Explicit save button for email editor settings.
• ADDED Email Custom CSS (for the whole email, not just a single block) in the advanced tab.
• OPTIMIZED Overall email HTML and CSS size reduced.
• FIXED Unable to change from address when composing an email.
• FIXED Email width set to 0 when a template is imported with no set width.

4.1.3.1 (2025-06-11)

• HOT FIX 3rd party SMTP plugins not working if the email service is set to WordPress Default.
• HOT FIX Broadcast scheduler sending extra emails if orderby is specified in the contact query.

4.1.3 (2025-06-09)

• ADDED Explicit Right-to-Left language support in the email editor as a template option.
• ADDED Notice to the send-email step in flows if an email is trashed.
• ADDED New Blocked opt-in status.
• OPTIMIZED Email log query so it loads faster.
• OPTIMIZED Background task queries are faster.
• RESTORED Form submissions through Groundhogg will check the disallowed comment keys setting for keywords to prevent submissions.
• TWEAKED If a contact’s opt-in status is changed to spam or blocked, their opt-in status can only be changed by an admin.
• FIXED Block background images not showing properly in some email clients.
• FIXED The broadcast report showed all clicks rather than unique in some areas.
• FIXED Potential infinite recursion if wp_mail() is called before the init hook.
• FIXED PHP notice if a flow has no entry triggers.
• FIXED The email link clicked filter was using the legacy contact query instead of the new one.
• FIXED The delay timer’s run when option was not saving when set to between.
• FIXED PHP warnings when delay timer step is not fully configured.

4.1.2.1 (2025-05-14)

• TWEAKED Changed “Fixed Segment” to “Static Segment”.
• FIXED Contact activity timeline not loading in some cases if related resource was deleted.
• FIXED The same flow step appearing in multiple different trigger branches if the trigger IDs start with the same number.

4.1.2 (2025-05-06)

• ADDED Custom replacements for Emails and Flows.
• TWEAKED Moved flow settings to the editor panel instead of modal.
• FIXED Email picker in flow not showing selected template after creating a new email (display issue only).
• FIXED Make sure file name is sanitized when deleting exports/imports. Credit to WordFence & Phat Do.

4.1.1.2 (2025-04-21)

• FIXED Confirmation links not working in WordPress 6.8 due to password hashing changes.

4.1.1 (2025-04-15)

• ADDED Query Loop block in the email editor for more control over displaying posts in emails.
• FIXED Multi-select custom fields not displaying correctly in {form_submission} replacement code.
• FIXED Not all steps appearing in the flow preview in reports.
• FIXED Non-admins unable to complete tasks due to invalid permissions for fetching options from API.
• FIXED Unable to update the names of saved searches.
• FIXED Previous fix to avoid recursive replacements preventing nested replacements from working.
• FIXED Fatal Error if background task is loaded with an undefined task handler class.
• FIXED Functional email test not sending despite showing as successful.
• FIXED Suggested documentation not loading in troubleshooter.

4.1.0.1 (2025-04-09)

• FIXED Prevent recursive replacement codes.
• FIXED Fatal error if event arguments is not a strict array.

4.1 (2025-04-08)

• ADDED Flow Simulation tool to simulate a contact moving through a flow. Makes testing flows way easier.
  • You can also run simulations via the WP CLI.
• FIXED Filters in logic steps sometimes not appearing.
• FIXED Background task progress for large tasks not updating, causing them to never complete.
• FIXED Branch names for multi-branch logic incorrect if nested inside another multi-branch.

4.0.2 (2025-04-01)

• FIXED Multi-Branch not always returning the correct branch.

4.0.1 (2025-04-01)

• FIXED Missing YouTube video in readme.
• FIXED error notices above flows table if steps that are not registered are used in the flow preview

4.0 (2025-03-31)

• RENAMED Funnels → Flows, and Benchmarks → Triggers
• ADDED Flow branching and new logic steps
  • Yes/No logic
  • Multi-branch logic
  • Weight distribution
  • Split-testing
  • Loop, Skip, Stop
  • Smart Date Sequence
• ADDED Undo & redo for flows.
• ADDED Copy & paste steps between flows.
• ADDED The Pass-through setting for triggers to allow contacts to pass through them even without matching conditions.
• ADDED Additional bulk actions in the event logs tables.
• ADDED Setting to disable page tracking.
• ADDED New option in the footer block to disable phone, terms, and policy links.
• ADDED “Unused” table filter for emails to see templates that are not being used in flows or broadcasts.
• IMPROVED The Cron Job Setup page with additional instructions and a new layout.
• IMPROVED Various admin UI improvements like tabs, reporting page width constraint.
• IMPROVED Made tags in the contacts table clickable for filtering.
• IMPROVED Add tags while editing options and fields in forms.
• TWEAKED Simplified the “Start from scratch” email template.
• TWEAKED Object ID can be omitted from relationship filters for more generic usage.
• FIXED Fatal error if page query param is present but not a string in non-admin pages.
• FIXED Incorrect filter for managed page body classes.
• FIXED Incorrect cached results for plain-text replacements.
• FIXED Composed email message contact wiped after enabling CC or BCC.
• FIXED Broadcasts report not filtering by campaign when date range changes.
• FIXED Array showing in emails when using the {country} replacement instead of nothing or the default value when no country is defined.
• FIXED Added missing sanitization of form field labels, credit to WordFence for responsible disclosure.
• DEV New event arguments API which will enable unique arguments to be associated with individual funnel (and other) events. This is VERY COOL! It paves the way for better handling of automation for related objects like orders, deals, and companies.
• DEV New settings schema for funnel steps.

Logs before 4.0 have been removed due to a 5000 word changelog size restriction. Groundhogg has been in active development since October 2018!

To see older logs you can view them on github.