MartechAI by Derail Logic
MartechAI by Derail Logic is an AI-powered marketing platform that connects campaign planning, CRM, content, SEO, email, social, a...
Auto Form CRM
WordPress plugin combining CRM, email marketing, automation, live chat and scheduling on your own server.
0
reviews
likes
Overview
About Auto Form CRM
Auto Form CRM brings CRM and marketing tools into WordPress. It manages contacts with custom fields and tags, runs visual automations with dry-run testing, sends email campaigns, books meetings with Zoom and Google Calendar, offers live chat and segments WooCommerce customers by lifetime value.
What it does
Stores contacts, automates follow-ups, sends campaigns, schedules meetings and adds live chat inside a WordPress site.
Where it fits
Replaces several hosted SaaS tools for WordPress and WooCommerce businesses, keeping customer data on their own hosting.
Who it suits
WooCommerce stores, agencies, service businesses, course creators and small teams using WordPress.
Editorial view
Strengths and limitations
Written by our editors to the same standard for every product.
Strengths
- All-in-one inside WordPress
- Data stays on your server
- WooCommerce segmentation
- Visual automation with dry runs
Limitations
- WordPress only
- Trial requires a card
Reviews
What users say
Be the first to review Auto Form CRM
Used it? Share what worked, what did not and who it suits. It takes about two minutes and helps the next team decide.
Write the first reviewReviews come from signed in users and are checked by an editor before they appear. Reviews are never paid for, and the team behind Auto Form CRM cannot review its own product.
Alternatives
Similar tools to consider
-
-
EasyIn
EasyIn is a CRM built around LinkedIn activity. It captures contacts, synchronizes LinkedIn and email conversations, supports team...
-
Ln2CRM
Ln2CRM shows whether a LinkedIn profile is already in your CRM, finds and verifies work emails, saves or updates contacts, compani...
-
Mara
Mara writes and sends lifecycle emails such as welcomes, activation nudges and win-backs, drafting in the founder's voice and wait...
-
Pipeline SLA
Pipeline SLA, from Argutix, scans HubSpot pipelines every hour and flags deals that exceed per-stage time limits or lack a next st...
-
Pombo
Pombo runs campaigns, event-triggered sequences and transactional email through an API, with AI-generated drafts that wait for app...
Forum
Community discussions
No forum discussions about Auto Form CRM yet. Ask a question or share how you use it.
Company
About Auto Form CRM
From the vendor
Provided by the vendor and reviewed by our editors; not independently verified.
- Company
- Auto Form CRM
- Website
- autoformcrm.com
Still deciding on Auto Form CRM?
Ask for a walkthrough on your own use case, or look around the vendor's site.