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Changeset 3727881


Ignore:
Timestamp:
10/04/2026 10:39:14 PM (3 weeks ago)
Author:
vixgrowy
Message:

Readme: rewrite description and FAQ, move older changelog to changelog.txt.

Location:
doublescale
Files:
2 added
2 edited

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  • doublescale/tags/1.5.0/readme.txt

    r3727845 r3727881  
    1414== Description ==
    1515
    16 **DoubleScale is a self-hosted CRM for WordPress** covering sales, newsletter, email marketing, SMS marketing, WhatsApp marketing, booking, helpdesk, and task & project management — in **one plugin**, on your own database. A built-in **MCP server** lets AI clients (Claude, Cursor, and compatible tools) operate DoubleScale with API keys, using the same module and permission gates as the rest of the product.
     16**DoubleScale is the all-in-one CRM for WordPress.** Manage contacts, send email marketing campaigns and newsletters, automate follow-ups, run your sales pipeline, send proposals and invoices, take appointment bookings and answer support tickets, all from one plugin and one contact record, stored in your own WordPress database.
     17
     18Instead of paying for a separate CRM, email marketing service, scheduling app, helpdesk and SMTP plugin, DoubleScale brings them together and keeps every customer's history in one timeline.
    1719
    1820https://www.youtube.com/watch?v=UGLAKIIsPps
    1921
    20 Use it as a **newsletter** plugin to send issues to lists and segments. Use it for **email marketing** broadcasts, drip sequences, and campaigns. Use it for **SMS marketing** via Twilio. Use it for **WhatsApp marketing** with Meta-approved templates. Those channels sit in the same plugin as CRM, sales pipelines, proposals and invoices, booking, helpdesk, tasks, projects, SMTP, automations, and MCP — one contact record, one activity timeline, one workflow engine, instead of stitching together Mailchimp, Twilio, a WhatsApp dashboard, Pipedrive, Calendly, a helpdesk, and a task app.
    21 
    22 Enable or disable optional modules under **Settings → Modules** so the admin stays lean.
    23 
    24 **Live demo:** [try.doublescale.io](https://try.doublescale.io) · **Website:** [doublescale.io](https://doublescale.io) · **Documentation:** [doublescale.io/docs](https://doublescale.io/docs/)
    25 
    26 = Modular architecture — enable or disable any module =
    27 
    28 DoubleScale is built as a **modular plugin**. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned **on or off** under **Settings → Modules**. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities — assignments are preserved when you turn the module back on.
    29 
    30 = What's inside one plugin =
    31 
    32 DoubleScale is a single install with **first-class modules**, each designed to feel like a dedicated product — and each toggleable when you do not need it:
    33 
    34 **1. CRM — contacts, lists, segmentation, activity timeline**
    35 A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a **full activity timeline** that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching.
    36 
    37 **2. Sales — pipelines, documents, and recurring revenue**
    38 Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription.
    39 
    40 * **Pipelines** — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to "Closed Won" → send an invoice, assign a task, tag in CRM).
    41 * **Proposals** — branded quotes with line items, customer acceptance, and one-click convert to invoice.
    42 * **Invoices** — send, track, and collect payment online (Stripe and manual payments).
    43 * **Contracts** — templated agreements with signatures and lifecycle automations.
    44 * **Credit notes** — issue refunds and adjustments tied to invoices.
    45 * **Taxes** — configure tax rates and apply them to proposal, contract, and invoice line items.
    46 * **Subscriptions** — recurring billing and subscription management (Pro).
    47 * **Client portal** — embeddable logged-in customer hub (`[doublescale_client_portal]`) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard.
    48 
    49 Every deal, document, and payment links to the same contact record, activity timeline, and automation engine.
    50 
    51 **3. Newsletter**
    52 Send a **newsletter** from WordPress to subscribers, lists, tags, or rule-based segments. Design each issue in the drag-and-drop email builder, schedule or send immediately, and track opens, clicks, bounces, and unsubscribes. Newsletter sends use the same contact record as the rest of the CRM, so a subscriber who books a meeting or opens a support ticket is still one person.
    53 
    54 **4. Email marketing**
    55 Full **email marketing** campaigns, not only newsletters. Broadcast to lists and segments, run A/B tests, reuse templates, and personalize with merge tags for any custom field.
    56 * **Email sequences (drip campaigns)** — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions.
    57 * Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs.
    58 
    59 **5. SMS marketing**
    60 **SMS marketing** broadcasts and triggered SMS via Twilio. The same audience, composer, and merge-tag system as email marketing — send promotions, reminders, and follow-ups as text messages. Opt-out handling and delivery logs stay on the contact record.
    61 
    62 **6. WhatsApp marketing**
    63 **WhatsApp marketing** with Meta-approved WhatsApp templates from the same campaign builder. Trigger conversations, broadcast to segments, and route inbound replies to the unified inbox so WhatsApp marketing sits next to email marketing and SMS marketing on one timeline.
    64 
    65 **7. Booking — self-service appointment scheduling**
    66 A full scheduling system inside WordPress — no Calendly needed. Create **single events** for one-on-one meetings (consultations, demos, coaching sessions) or **team events** where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence).
    67 
    68 **8. Tasks — team task management**
    69 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.
    70 
    71 **9. Projects — project boards linked to CRM and sales (Pro)**
    72 Manage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped **Project Manager** and **Project Member** roles keep delivery teams focused without granting full CRM admin access.
    73 
    74 **10. SMTP — multi-provider email routing**
    75 A complete `wp_mail()` replacement built into the CRM — no separate SMTP plugin required. Connect one or more of **20+ providers**: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down.
    76 
    77 **11. Support — ticket-based helpdesk with mailbox channels and customer portal**
    78 A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence.
    79 
    80 **12. Analytics — dashboards & reports**
    81 A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), 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 to a BI tool.
    82 
    83 **13. MCP — AI clients that can operate your CRM**
    84 DoubleScale ships a built-in **Model Context Protocol (MCP)** server. Enable it under MCP settings, issue API keys for eligible users, and connect Claude, Cursor, or other MCP-compatible clients. Tools cover contacts, documents, marketing, booking, forms, and more — gated by modules and roles, with validation on writes. Setup includes Application Password auth, Windows connection notes, and emailable instructions so teammates can connect without guessing.
    85 
    86 **14. User roles — scoped access for sales, support, booking, and project teams**
    87 DoubleScale ships dedicated roles (plus site administrators). Assign them under **Settings → Team**. Users can hold **multiple roles** — capabilities merge across roles.
    88 
    89 **Sales (Pro)**
    90 
    91 * **CRM Manager** — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role.
    92 * **Sales Manager** — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role.
    93 * **Sales Rep** — Own deals and contacts only; own proposals and invoices; create deals and log activities.
    94 
    95 **Projects (Pro)**
    96 
    97 * **Project Manager** — Create and manage all projects, statuses, and assignments across the team.
    98 * **Project Member** — Work on projects assigned to them; update progress and join discussions.
    99 
    100 **Support**
    101 
    102 * **Support Manager** — View and manage every support ticket; assign agents; reply on any thread.
    103 * **Support Agent** — View the Support module; reply on tickets assigned to them.
    104 
    105 **Booking**
    106 
    107 * **Booking Manager** — Read and manage all calendars, bookings, and availability schedules across the team.
    108 * **Booking Agent** — Manage only own calendars, bookings, and availability.
    109 
    110 **Administrators**
    111 
    112 * **WordPress Administrator** — Every DoubleScale capability automatically.
    113 
    114 **Notes**
    115 
    116 * CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require **DoubleScale Pro**.
    117 * Support, Booking, and Projects roles are available when those modules are enabled.
    118 * Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on.
    119 
    120 = Plus: a visual automation engine that connects every module =
    121 
    122 Underneath every module is one workflow builder. **100+ triggers** across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into **multi-step automations** with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook.
    123 
    124 **Automation integrations:**
    125 
    126 * **E-commerce** — [WooCommerce](https://doublescale.io/integrations/woocommerce/) (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart
    127 * **Forms** — [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/), [Quill Forms](https://doublescale.io/integrations/quill-forms/) (free); [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), [WS Form](https://doublescale.io/docs/), [Bit Form](https://doublescale.io/docs/), [SureForms](https://doublescale.io/docs/), [eForm](https://doublescale.io/docs/), [JetFormBuilder](https://doublescale.io/docs/) (Pro)
    128 * **LMS** — [LearnDash](https://doublescale.io/integrations/learndash/), Tutor LMS, LifterLMS, LearnPress
    129 * **Membership** — MemberPress, Paid Memberships Pro
    130 * **Media** — Presto Player
    131 * **Messaging** — Email received, SMS received, WhatsApp received
    132 * **CRM** — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received
    133 * **Booking** — Booking created, confirmed, completed, rescheduled, cancelled
    134 * **Support** — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned
    135 
    136 = Key capabilities =
    137 
    138 * **MCP for AI clients** — Built-in MCP server so Claude, Cursor, and compatible tools can list, create, and update CRM data via API keys, with the same module and role gates as wp-admin.
    139 * **AI-powered writing and assistance** — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data.
    140 * Modular architecture — enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from **Settings → Modules**.
    141 * One contact record shared across every module — campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact.
    142 * Unlimited contacts and custom fields with no per-contact or per-seat fees.
    143 * Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.
    144 * GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.
    145 * Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.
    146 * Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.
    147 * **15 form-builder integrations** — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro).
    148 
    149 = Who DoubleScale is for =
    150 
    151 Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want a **self-hosted WordPress CRM** for sales, marketing, booking, helpdesk, and delivery — plus MCP so AI tools can work inside that same stack — 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.
    152 
    153 Learn more at [doublescale.io](https://doublescale.io/).
    154 
    155 See how DoubleScale stacks up against popular CRM and marketing automation tools:
    156 
    157 * **DoubleScale vs FluentCRM:** [doublescale.io/compare/vs-fluentcrm](https://doublescale.io/compare/vs-fluentcrm/)
    158 * **DoubleScale vs HubSpot:** [doublescale.io/compare/vs-hubspot](https://doublescale.io/compare/vs-hubspot/)
    159 * **DoubleScale vs ActiveCampaign:** [doublescale.io/compare/vs-activecampaign](https://doublescale.io/compare/vs-activecampaign/)
    160 * **DoubleScale vs Pipedrive:** [doublescale.io/compare/vs-pipedrive](https://doublescale.io/compare/vs-pipedrive/)
    161 * **DoubleScale vs GoHighLevel:** [doublescale.io/compare/vs-gohighlevel](https://doublescale.io/compare/vs-gohighlevel/)
    162 * **DoubleScale vs FunnelKit:** [doublescale.io/compare/vs-funnelkit](https://doublescale.io/compare/vs-funnelkit/)
    163 * **DoubleScale vs Brevo:** [doublescale.io/compare/vs-brevo](https://doublescale.io/compare/vs-brevo/)
    164 * **DoubleScale vs MailerLite:** [doublescale.io/compare/vs-mailerlite](https://doublescale.io/compare/vs-mailerlite/)
    165 * **DoubleScale vs Omnisend:** [doublescale.io/compare/vs-omnisend](https://doublescale.io/compare/vs-omnisend/)
     22**Live demo:** [try.doublescale.io](https://try.doublescale.io) · **Website:** [doublescale.io](https://doublescale.io) · **Documentation:** [doublescale.io/docs](https://doublescale.io/docs/) · **Video tutorials:** [YouTube](https://www.youtube.com/@DoubleScale-CRM)
     23
     24= Why teams choose DoubleScale =
     25
     26* **One contact record for everything.** Campaigns, deals, invoices, bookings, tickets and tasks all attach to the same contact.
     27* **Turn on only what you need.** Every major module can be switched on or off from **Control Modules**, so your team sees a clean, focused admin.
     28* **Self-hosted and GDPR-friendly.** Your data stays in your WordPress database: no third-party CRM cloud, no vendor lock-in.
     29* **No per-contact pricing.** Unlimited contacts and unlimited custom fields.
     30* **Built for WordPress.** Native integrations with WooCommerce, popular form builders, LMS and membership plugins.
     31
     32= Modular by design: switch modules on or off =
     33
     34DoubleScale is a modular CRM plugin. Open **Control Modules** in the DoubleScale header to enable or disable Sales (with Pipelines, Proposals & Invoices, Contracts, Credit Notes and Products), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP. Turning a module off hides its menus and pauses its background jobs, APIs and role permissions. Turn it back on at any time without reinstalling, and nothing is lost.
     35
     36= CRM and contact management =
     37
     38A complete WordPress CRM for leads and customers. Store unlimited contacts with custom fields, organise them with tags and lists, and build dynamic segments with rules. Import contacts from CSV, WordPress users or WooCommerce customers. Every contact has a full activity timeline showing emails, messages, deals, bookings, support tickets, form submissions, page visits and automation runs, in one chronological view.
     39
     40= Email marketing and newsletters =
     41
     42Send professional email marketing campaigns and newsletters directly from WordPress.
     43
     44* Drag-and-drop email builder with responsive blocks, saved templates and merge tags
     45* Broadcast to lists, tags or segments, send now or schedule for later
     46* A/B testing for subject lines and content
     47* Email sequences (drip campaigns) for onboarding and nurture flows
     48* Open, click, bounce and unsubscribe tracking with full delivery logs
     49* Unsubscribe and preference pages handled for you
     50
     51= SMS and WhatsApp marketing (Pro) =
     52
     53Reach customers on the channels they read most. Send SMS campaigns through Twilio and WhatsApp campaigns with Meta-approved WhatsApp Business templates, using the same audiences, composer and merge tags as email. Opt-outs and delivery status are recorded on each contact.
     54
     55= Marketing automation =
     56
     57A visual workflow builder that connects every module. Choose from 100+ triggers across contacts, campaigns, deals, forms, bookings, support tickets, WooCommerce, LMS and membership plugins, then add actions: send an email, SMS or WhatsApp message, start an email sequence, add tags, update a deal, create a task or call a webhook. Add delays, conditions, goals and branches to build complete customer journeys, such as welcome series, abandoned cart recovery, lead nurturing and post-purchase follow-ups.
     58
     59= Sales pipeline and deal management =
     60
     61Track every opportunity on a drag-and-drop kanban board. Create multiple sales pipelines with custom stages, deal values, owners and custom fields, and see forecasts at a glance. Moving a deal to a new stage can trigger automations, for example sending a proposal, creating a task or tagging the contact.
     62
     63= Proposals, quotes, invoices and contracts =
     64
     65Run the whole quote-to-cash process inside WordPress.
     66
     67* **Proposals and quotes** with line items, taxes and online acceptance with e-signature
     68* **One-click conversion** from an accepted proposal to an invoice
     69* **Invoices** with branded PDFs and online payments through Stripe, PayPal and other gateways (Pro)
     70* **Contracts** with templates and signatures
     71* **Credit notes**, products and tax rates
     72* **XRechnung e-invoices** for German public-sector customers (Pro)
     73* **Subscriptions** and recurring billing (Pro)
     74
     75= Client portal =
     76
     77Give customers one secure place to see their proposals, invoices, contracts, bookings and support tickets. Add the portal to any page with the `[doublescale_client_portal]` shortcode. Customers can accept proposals, pay invoices and follow their documents without emailing you.
     78
     79= Appointment booking and scheduling =
     80
     81A complete appointment booking system built into your CRM, so you no longer need Calendly or a separate booking plugin. Clients book meetings, consultations, demos, classes and coaching sessions from a booking page on your own site, and every booking is saved on their contact record.
     82
     83* **One-to-one and group events**, with a maximum number of attendees per time slot
     84* **Availability schedules** with working hours, date overrides, buffer time between meetings and booking frequency limits
     85* **Embeddable booking pages** with automatic time zone detection for your guests
     86* **A booking form** that collects your guests' details before the meeting
     87* **Email confirmations and reminders** for guests and hosts, with easy rescheduling and cancellation
     88* **Zoom meetings** created automatically for online appointments
     89* **Bookings dashboard** to view, filter and manage every appointment
     90* **Booking Manager and Booking Agent roles** so each team member manages their own calendar
     91* **Automations** that run when a booking is created, confirmed, rescheduled, completed or cancelled, for example to send a follow-up sequence or create a deal
     92
     93**Booking Pro** adds team scheduling with round-robin and collective availability, two-way calendar sync with Google Calendar, Outlook / Microsoft 365, Apple Calendar and iCal, Google Meet and Microsoft Teams links, custom booking questions with conditional logic, paid bookings with online payments, waiting lists when a slot is full, and SMS reminders.
     94
     95= Helpdesk and support tickets =
     96
     97A complete ticketing system next to your sales and marketing data.
     98
     99* Shared inbox with overview cards for all, open, pending, resolved and closed tickets
     100* Assign agents, set status and priority, add tags, internal notes and CC recipients
     101* File attachments with secure downloads
     102* Customer support portal on any page with `[doublescale_support_portal]`, or inside the client portal
     103* Email notifications for customers and agents, plus helpdesk reports
     104* Email-to-ticket through IMAP, custom ticket fields, auto close for inactive tickets and an incoming webhook (Pro)
     105
     106= Tasks and projects (Pro) =
     107
     108Plan and deliver client work without a separate project management tool. Create and assign tasks with due dates and reminders, and manage projects on kanban boards with statuses, progress, discussions and custom fields, all linked to contacts and invoices.
     109
     110= Built-in SMTP for reliable email delivery =
     111
     112Replace your SMTP plugin. DoubleScale routes `wp_mail()` through 20+ email providers, including Amazon SES, SendGrid, Mailgun, Postmark, Brevo, SparkPost, SMTP2GO, Mailjet, MailerSend, Mandrill, Elastic Email, SendLayer, SocketLabs, toSend, Emailit, Gmail, Outlook, Zoho and any SMTP server. Use different connections for transactional and marketing email, add a fallback connection, send test emails and review full email logs.
     113
     114= Analytics and reports =
     115
     116Dashboards for contacts, campaigns, email delivery, automations, sales pipelines and support, with KPI cards, charts, date ranges and CSV export, so everyone can see what is working without exporting data to another tool.
     117
     118= Team roles and permissions =
     119
     120Give every team member the access they need and nothing more. DoubleScale adds scoped roles for each area: CRM Manager, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. Users can hold more than one role, and each person can choose their own notifications.
     121
     122= AI and MCP =
     123
     124* **AI writing assistant.** Connect your own OpenAI, Google Gemini, Groq, OpenRouter or OpenAI-compatible API key to draft emails, generate templates and suggest subject lines.
     125* **Built-in MCP server.** Connect Claude, Cursor and other Model Context Protocol clients with API keys, so AI assistants can work with your contacts, documents, campaigns and bookings, within the same module and role permissions as your team.
     126
     127= Integrations =
     128
     129* **E-commerce:** WooCommerce (orders, customers, abandoned carts, subscriptions and reviews), Easy Digital Downloads and SureCart
     130* **Form builders:** Contact Form 7, WPForms, Fluent Forms and Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable Forms, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm and JetFormBuilder (Pro)
     131* **LMS:** LearnDash, Tutor LMS, LifterLMS and LearnPress
     132* **Membership:** MemberPress and Paid Memberships Pro
     133* **Messaging and payments:** Twilio, WhatsApp Business, Stripe, PayPal and more
     134
     135= Who is DoubleScale for? =
     136
     137Small businesses, agencies, consultants, coaches, course creators, online stores and growing sales and support teams who want a self-hosted WordPress CRM that replaces several SaaS subscriptions, from solo founders to teams managing 100,000+ contacts.
     138
     139= How DoubleScale compares =
     140
     141Looking for a HubSpot alternative, a Mailchimp alternative or a FluentCRM alternative? See our detailed comparisons: [vs FluentCRM](https://doublescale.io/compare/vs-fluentcrm/) · [vs HubSpot](https://doublescale.io/compare/vs-hubspot/) · [vs ActiveCampaign](https://doublescale.io/compare/vs-activecampaign/) · [vs Pipedrive](https://doublescale.io/compare/vs-pipedrive/) · [vs GoHighLevel](https://doublescale.io/compare/vs-gohighlevel/) · [vs FunnelKit](https://doublescale.io/compare/vs-funnelkit/) · [vs Brevo](https://doublescale.io/compare/vs-brevo/) · [vs MailerLite](https://doublescale.io/compare/vs-mailerlite/) · [vs Omnisend](https://doublescale.io/compare/vs-omnisend/)
    166142
    167143
    … …  
    226202== Frequently Asked Questions ==
    227203
    228 = Is DoubleScale really an all-in-one replacement for CRM + deals/pipelines + projects + email/SMS/WhatsApp campaigns + booking + tasks + SMTP + helpdesk + analytics + team management? =
    229 
    230 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 activity timeline, a single automation engine, a single reporting layer, and a single user model. You can install DoubleScale and turn off your CRM, Pipedrive/HubSpot, Mailchimp, Twilio dashboard, Calendly, SMTP plugin, helpdesk, and reporting tool on the same day.
    231 
    232 = Can I enable or disable modules I do not need? =
    233 
    234 Yes. DoubleScale uses a **modular architecture**. Under **Settings → Modules** you can enable or disable optional modules such as Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, and Automations. Turn features off to simplify the UI for your team; turn them back on later without reinstalling. Core CRM stays available. When a module is disabled, its menus, APIs, background tasks, and role capabilities are suspended (role assignments are kept for when you re-enable it).
    235 
    236 = How is this different from "marketing automation" plugins like FluentCRM or Groundhogg? =
    237 
    238 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. See the full [DoubleScale vs FluentCRM comparison](https://doublescale.io/compare/vs-fluentcrm/).
    239 
    240 = Is there a contact limit? =
    241 
    242 No. DoubleScale doesn't charge per contact. The free Starter plan handles unlimited contacts. Installs running 100,000+ contacts have been benchmarked.
     204= Can DoubleScale really replace my CRM, email marketing, booking and helpdesk tools? =
     205
     206Yes, that is what it is built for. DoubleScale covers contact management, email marketing and newsletters, marketing automation, sales pipelines, proposals and invoices, appointment booking, a helpdesk, built-in SMTP and reports in one plugin, with SMS, WhatsApp, tasks and projects available in Pro. Every module shares one contact record, one activity timeline and one automation engine, so you can retire separate tools such as a hosted CRM, Mailchimp, Calendly, an SMTP plugin and a standalone helpdesk.
     207
     208= Can I turn off the modules I do not need? =
     209
     210Yes. Click **Control Modules** in the DoubleScale header to switch Sales (and its sub-modules), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP on or off. A disabled module's menus, APIs, background jobs and role permissions are paused, and everything comes back exactly as it was when you turn it on again. Contacts are always on.
     211
     212= How is DoubleScale different from FluentCRM or Groundhogg? =
     213
     214Most WordPress CRM plugins focus on contacts, email marketing and automation. DoubleScale includes those and adds sales pipelines, proposals and invoices, appointment booking, a support ticket system, a client portal and built-in SMTP, all around the same contact record, so you do not need extra plugins for each. See the full [DoubleScale vs FluentCRM comparison](https://doublescale.io/compare/vs-fluentcrm/).
     215
     216= Is there a limit on contacts? =
     217
     218No. DoubleScale never charges per contact, and the free plugin supports unlimited contacts. Sites with more than 100,000 contacts have been benchmarked.
    243219
    244220= Where is my data stored? =
    245221
    246 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.
    247 
    248 = Do you support WooCommerce? =
    249 
    250 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. See the full [DoubleScale WooCommerce CRM integration guide](https://doublescale.io/integrations/woocommerce/).
    251 
    252 = Can I send SMS or WhatsApp? =
    253 
    254 Yes. SMS via Twilio and WhatsApp Business are available in Pro packages. Both share the same audience, composer, and merge-tag system as email.
     222In your own WordPress database. Contacts, deals, documents, emails, tickets and tracking events are stored in tables on your server. Third-party services such as email providers, Twilio or Stripe are only contacted when you connect them yourself.
     223
     224= Does DoubleScale work with WooCommerce? =
     225
     226Yes, natively. Customers and orders flow into the CRM, and you can trigger campaigns and automations from order, subscription, review and abandoned cart events, including abandoned cart recovery. See the [DoubleScale WooCommerce CRM integration guide](https://doublescale.io/integrations/woocommerce/).
     227
     228= Can I send SMS and WhatsApp messages? =
     229
     230Yes, with DoubleScale Pro. SMS is sent through Twilio and WhatsApp through the WhatsApp Business Platform with Meta-approved templates. Both use the same audiences, composer and merge tags as email, in campaigns and in automations.
    255231
    256232= How does the booking module compare to Calendly? =
    257233
    258 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.
    259 
    260 = Does the helpdesk inbox replace Help Scout or Front? =
    261 
    262 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.
    263 
    264 = How does team management work? =
    265 
    266 DoubleScale adds seven scoped WordPress roles — CRM Manager, Sales Manager, Sales Rep, Support Manager, Support Agent, Booking Manager, and Booking Agent — plus full access for site administrators. Sales reps see only their own deals; sales managers and CRM managers see the full pipeline; support agents see assigned tickets while support managers see the entire inbox; booking agents manage their own calendars while booking managers oversee the whole schedule. Users can combine roles, activity is attributed by user, and in-app notifications keep the team aligned. See **User roles** in the description above for the full capability matrix.
    267 
    268 = Which form plugins work? =
    269 
    270 15 form builders. Four ship in the free plugin — [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/), and [Quill Forms](https://doublescale.io/integrations/quill-forms/). Eleven more are available with Pro — [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), [WS Form](https://doublescale.io/docs/), [Bit Form](https://doublescale.io/docs/), [SureForms](https://doublescale.io/docs/), [eForm](https://doublescale.io/docs/), and [JetFormBuilder](https://doublescale.io/docs/). Form submissions create or update contacts with tags, lists, and field mapping.
    271 
    272 = How do imports work? =
    273 
    274 CSV imports, WordPress user sync, WooCommerce customer import, and connectors for popular CRMs (Pro). Field mapping with preview, error handling, and dry-run mode.
    275 
    276 = Does DoubleScale slow down the public site? =
    277 
    278 No. The frontend impact is minimal — heavy work (campaign sends, automation processing, tracking ingestion) runs in the admin and in background tasks (Action Scheduler).
    279 
    280 = Can my team collaborate in DoubleScale? =
    281 
    282 Yes. Multiple users can work simultaneously, with role-based access, ownership-aware filtering (e.g., sales rep view), and in-app notifications.
     234It offers the core scheduling experience: availability rules, embeddable booking pages, confirmations, reminders and automatic time zones. The difference is that every booking lands on the contact record, can start an automation and stays in your own database. Paid bookings, waiting lists and calendar sync are available in Pro.
     235
     236= Can the helpdesk replace Help Scout, Zendesk or Freshdesk? =
     237
     238For many small and growing teams, yes. You get a shared ticket inbox with statuses, priorities, tags, internal notes, agent assignment, attachments, email notifications, reports and a customer support portal. Pro adds email-to-ticket through IMAP, custom ticket fields, auto close and an incoming webhook. Because tickets sit next to sales and marketing data, agents always see the full customer history.
     239
     240= Can customers open tickets from my website? =
     241
     242Yes. Add the `[doublescale_support_portal]` shortcode to any page for a dedicated support portal, or use the `[doublescale_client_portal]` shortcode to give customers one place for their tickets, proposals, invoices and bookings. The client portal page is created automatically when you activate the plugin.
     243
     244= How do team roles work? =
     245
     246DoubleScale adds scoped roles so each person sees only what they need: CRM Manager, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. For example, a sales rep sees only their own deals, a support agent works on their assigned tickets, and an automation agent manages only the workflows they created. Site administrators have full access, users can hold several roles, and each person chooses their own notifications.
     247
     248= Which form plugins are supported? =
     249
     250Fifteen form builders. Four are included in the free plugin: [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/) and [Quill Forms](https://doublescale.io/integrations/quill-forms/). Eleven more come with Pro: [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable Forms](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), WS Form, Bit Form, SureForms, eForm and JetFormBuilder. Submissions create or update contacts with tags, lists and mapped fields.
     251
     252= How do I import my existing contacts? =
     253
     254Import from a CSV file with field mapping and a preview, sync WordPress users, or import WooCommerce customers. Pro adds connectors for other CRMs and email platforms, such as ActiveCampaign.
     255
     256= Will DoubleScale slow down my website? =
     257
     258No. Heavy work such as campaign sending, automations and tracking runs in the background through Action Scheduler, so your public pages stay fast.
     259
     260= Where can I learn how to use it? =
     261
     262Watch the step-by-step video tutorials on the [DoubleScale YouTube channel](https://www.youtube.com/@DoubleScale-CRM), or open **Watch Tutorial** inside the plugin. Documentation and setup guides are at [doublescale.io/docs](https://doublescale.io/docs/).
    283263
    284264= How do I get help? =
    285265
    286 Documentation and setup guides: [doublescale.io](https://doublescale.io). Community support via WordPress.org. Pro tiers include email and priority support.
     266Free support is available in the WordPress.org forum. DoubleScale Pro includes email and priority support.
    287267
    288268== Changelog ==
    … …  
    399379- Show CSV in uppercase on the contact import wizard
    400380
    401 = 1.3.32 = 18 Sep 2026
    402 - Add a global email opt-out for subscriptions
    403 - Hide analytics reports when their related modules are turned off
    404 - Mark campaigns that sent to nobody as failed, with the real reason
    405 - Record why a campaign message failed on the message itself
    406 - Report the audience a campaign was sent to, not today's list
    407 - Clean up scheduled tasks when a campaign is deleted
    408 - Cache WhatsApp template fetches instead of hitting Meta on every request
    409 - Keep list/tag filters targeting their own list when no mode is set
    410 - Add a Projects tab on contact and deal records
    411 - Let booking hosts leave remote calendars without picking a default
    412 - Show remote calendars as a full-screen panel
    413 - Match proposal and invoice PDFs to the chosen templates
    414 - Revoke credit-note applications when a payment is deleted
    415 - Keep advanced filter edits in draft until applied
    416 - Return to the contacts list after leaving a contact
    417 - Improve sales document navigation, notices, and submission feedback
    418 - Detect the delimiter when importing contacts from CSV
    419 - Keep campaign recipient OR groups intact when loading the audience
    420 - Show applied filters as removable chips on contact and other tables
    421 
    422 = 1.3.31 = 14 Sep 2026
    423 - Call out newsletter, email marketing, SMS marketing, and WhatsApp marketing as separate channels in the description
    424 - Resend failed campaign messages from campaign analytics
    425 - Improve campaign recipient filters and the campaign review step
    426 - Keep contact filters and contact-scoped automation rules working when the Automations module is off
    427 - Auto-save templates without changing their visibility
    428 - Improve automation failure handling, action results, and process recording
    429 - Show progress for bulk contact actions
    430 - Improve sales view navigation and filters
    431 - Fix media modal stacking in the editor
    432 
    433 = 1.3.30 = 12 Sep 2026
    434 - Preserve campaign sender settings and reusable templates when applying an email template
    435 - Keep failed-email retry actions visible across campaign analytics pages
    436 - Show historical campaign emails safely when their contact is no longer available
    437 - Schedule relative automation delays from the current elapsed time
    438 - Apply bulk contact actions to every contact matching the active filters
    439 - Sort contact tags and lists alphabetically and preserve Arabic text during CSV imports
    440 - Improve client portal style isolation and responsive layouts
    441 
    442 = 1.3.29 = 11 Sep 2026
    443 - Skip default email footer when body already contains an unsubscribe link
    444 
    445 = 1.3.28 = 10 Sep 2026
    446 - Allow CSV contact import without an email column
    447 - Keep large CSV imports from dying mid-file
    448 - Repair table columns that migrations marked as applied but never added
    449 - Stop invoice creation from fataling when a column is missing
    450 - Auto-create WordPress pages for DoubleScale shortcodes
    451 - Improve booking host availability when resolving calendars
    452 - Keep the return path when navigating away from an automation
    453 - Improve how custom field values show on the contact info card
    454 
    455 = 1.3.27 = 9 Sep 2026
    456 - Rename the plugin to All-in-One CRM with multi-channel marketing in the title
    457 - Show every supported form type even when the builder plugin is inactive
    458 - Add a Mobile app tab on Discover Pro, for Plus and Enterprise plans only
    459 - List Stripe, PayPal, Square, Mollie, Razorpay, and Authorize.Net on Discover Pro integrations
    460 - Update SMTP mailer documentation links
    461 
    462 = 1.3.26 = 9 Sep 2026
    463 - Detect WPForms Lite (`wpforms-lite/wpforms.php`) on the Forms type picker, not only WPForms Pro
    464 - Sync missing table columns from the current CREATE definitions so upgrades do not depend on chained ALTER migrations
    465 - Include proposal terms, sections, signatures, and related sales columns on the base tables
    466 - Return a proper error when a proposal cannot be saved instead of a fatal
    467 - Add Google/Outlook remote calendars for booking, including a loading state and clearer connection errors
    468 - Isolate booking data per multisite blog and provision host calendars on each site
    469 - Show Connect to remote calendars for network super admins on subsites
    470 - Stop deleting a contact from leaving orphaned bookings
    471 - Add a booking shortcode for embedding scheduling on the front end
    472 - Add contact merge with conflict resolution, and offer the existing contact when creating a duplicate
    473 - Email a configured address after an automatic contact merge
    474 - Support WhatsApp template headers, buttons, and interactive sub-types
    475 - Improve long text in admin tables and shared fetch-generation state in the UI
    476 - Fix Action Scheduler heartbeat updates when the task meta row is missing
    477 
    478 = 1.3.25 = 5 Sep 2026
    479 - Add a Coming Soon section on Discover Pro for Membership, LMS, and Community modules
    480 - Fix MCP task-type schema so clients keep the task tools (enum of stored keys, not labels)
    481 - Detect WPForms Lite correctly when registering form automation triggers
    482 - Log a warning when form field mapping produces no email so skipped contacts are easier to diagnose
    483 - Standardize casing in the translation template
    484 
    485 = 1.3.24 = 3 Sep 2026
    486 - Move invoices and payments out of Discover Pro; subscriptions are no longer listed as a Pro feature
    487 - Prevent double registration of recurring sales and support cleanup tasks
    488 - Keep sidebar submenus collapsed when the user closes them
    489 - Hide the extra Pro notice on shared mailbox settings
    490 
    491 = 1.3.23 = 3 Sep 2026
    492 - Add link settings in the email builder
    493 - Support live builder JSON in the email builder
    494 - Add link-related translation strings
    495 
    496 = 1.3.22 = 31 Aug 2026
    497 - Add EmailNotOpened trigger for automation workflows
    498 - Enhance sticky note functionality with resizing capabilities in automation builder
    499 - Enhance drag-and-drop functionality for saved blocks and sections
    500 - Improve date filtering with DateWithin utility
    501 - Add "Save & Exit" functionality in email campaign builder
    502 - Enhance link styling in email text blocks for better rendering
    503 - Improve notice handling in WorkflowSidebar component
    504 - Update React Flow styles for better UI consistency
    505 - Implement online payment availability check for Pro users
    506 - Refactor EmailNotOpened trigger source and group properties
    507 - Fix: Remove 'My Blocks' entry and add 'My Sections' in translation file
    508 - Fix: Update title in LayoutItems component for clarity
    509 - Fix: Standardize message casing in localization files
    510 - Enhance error handling and localization messages across components
    511 
    512 = 1.3.21 = 26 Aug 2026
    513 - Render the client portal shortcode on the page instead of replacing the whole canvas, and isolate layout from the host theme
    514 - Escape email image sources with esc_attr so merge tags and data URIs survive rendering
    515 
    516 = 1.3.20 = 26 Aug 2026
    517 - Keep email text-block list alignment in line with the block setting (strip leftover inline text-align on lists)
    518 - Resolve {{ASSETS_URL}} and image sources when rendering emails so plugin assets load in sent mail
    519 
    520 = 1.3.19 = 26 Aug 2026
    521 - Revamp the client portal: document status filters, projects Kanban, helpdesk inbox, dashboard calendar, and mobile tab navigation
    522 - Group outstanding portal balances by currency instead of mixing amounts
    523 - Use only the email text-block color and font size (strip leftover inline styles)
    524 - Add Zapier integration setup instructions
    525 - Embed contract, invoice, and proposal views inside the portal
    526 
    527 = 1.3.18 = 26 Aug 2026
    528 - Fix IMAP inbox polling crash on PHP 8.1+ hosts that have the IMAP PHP extension installed
    529 
    530 = 1.3.17 = 26 Aug 2026
    531 - Stop blocking IMAP mailbox save on SMTP ports (587/465/25) so the port you enter is stored as-is
    532 - Keep IMAP SINCE search fallback when a server returns no results for date-filtered unseen mail
    533 
    534 = 1.3.16 = 26 Aug 2026
    535 - Reject SMTP sending ports (587/465/25) in IMAP mailbox settings and recover when IMAP SINCE searches return empty
    536 - Always offer Custom IMAP for the shared inbox, even when Gmail or Outlook is used for sending
    537 - Add WhatsApp automatic keyword unsubscribe (STOP-style opt-out)
    538 - Restrict contact deletion by role so Sales Reps cannot delete contacts
    539 - Track campaign contact eligibility by channel (email, SMS, WhatsApp)
    540 - Improve sales line-item product selection, email builder overlays, and automation canvas clicks
    541 
    542 = 1.3.15 = 24 Aug 2026
    543 - Ship a committed SMTP includes classmap so mailer classes load on WordPress.org / Linux installs without root vendor/
    544 
    545 = 1.3.14 = 24 Aug 2026
    546 - Fix SMTP provider autoloading on case-sensitive hosts (SendLayer and other mailers fatal when root Composer vendor is absent)
    547 
    548 = 1.3.13 = 24 Aug 2026
    549 - Allow alphanumeric zip / postal codes (string up to 150 characters) on contacts and automation field updates
    550 - Fix SureCart integration namespace casing so product rules and contact purchase history load correctly
    551 - Clean up contact and sales schema migrations (rename contact migration classes; remove unused SalesTagIdsColumn migration)
    552 - Update translation catalog
    553 
    554 = 1.3.12 = 24 Aug 2026
    555 - Update Extensions catalog: ship White Labeling icon, resolve addon images from free assets, and hide unreleased AI Assistant / Subscriptions cards
    556 - Fix Zapier add-on plugin path resolution across folder naming conventions
    557 - Refresh plugin title and short description branding
    558 
    559 = 1.3.11 = 24 Aug 2026
    560 - Ship Integrations catalog icon assets with the WordPress.org package (Slack, Stripe, PayPal, Twilio, Square, Mollie, Razorpay, Authorize.Net, Meta WhatsApp, Zapier)
    561 - Keep typeform/jotform icons included as before
    562 
    563 = 1.3.10 = 24 Aug 2026
    564 - Fix schema indexes for utf8mb4 hosts with the 1000-byte key length limit (migrations tracker, task_meta, contacts phone/WhatsApp uniques, and related tables)
    565 - Log failed table creation after dbDelta instead of failing silently
    566 - Skip task_meta scheduling when the table is missing to avoid flooding error logs on broken installs
    567 - Update translation catalogs and improve string handling
    568 - Improve Integrations card layout and Slack integration instructions/icons
    569 
    570 = 1.3.9 = 20 Aug 2026
    571 - Fix WordPress.org release packaging for the 1.3.8 tag (remove accidental nested trunk directory)
    572 
    573 = 1.3.8 = 20 Aug 2026
    574 - Add multi-currency support for sales documents, including Egyptian Pound (EGP) and settled-value locking on proposals/invoices
    575 - Add payment gateway integrations: Square, Mollie, Razorpay, and Authorize.Net (alongside existing gateways)
    576 - Split the Integrations catalog into Payments, Messaging, Forms, and Automation tabs
    577 - Expand MCP / Abilities: bulk contact and activity writes with dry-run validation, richer tools, and stronger API key permissions
    578 - Add Link Trigger controls in the rich text editor and toolbar for automation-ready tracked links
    579 - Improve invoice and proposal status management
    580 - Improve automation workflow interactions, condition settings, and email builder / automation editor dialogs
    581 - Improve test-email click/open tracking
    582 - Polish settings and notification preferences layout, icons, and shared UI components
    583 
    584 = 1.3.7 = 17 Aug 2026
    585 - Ship a complete Brazilian Portuguese (pt_BR) translation catalog for the free plugin
    586 - Rebuild script translation JSON when Loco saves a catalog so React admin strings update without a manual make-json
    587 - Improve internationalization coverage across admin UI components
    588 - Resolve merge tags correctly when rendering invoice/proposal PDFs and print output
    589 - Improve sales dialogs and dropdown menus (focus/outside-click handling, InfiniteScrollSelect accessibility)
    590 - Improve lead scoring layout/RTL direction handling and advanced-filter clear action
    591 - Polish react-select menus in contact field mapping and rule-builder connectors
    592 
    593 = 1.3.6 = 15 Aug 2026
    594 - Add built-in MCP server so AI clients (Claude, Cursor, and compatible tools) can operate DoubleScale via API keys
    595 - Add MCP settings: enable/disable endpoint, issue keys for eligible users, Application Password auth, Windows setup, and emailable connection instructions
    596 - Expand WordPress Abilities API tools across contacts, documents, marketing, booking, and forms, with module/role gates and input validation on writes
    597 - Improve inactive-module tool errors and MCP tool-name mapping for external clients
    598 - Add bulk email click tracking and fix click-redirect URL sanitization (preserve percent-encoded destinations)
    599 - Open duplicated invoices/proposals in the edit dialog instead of navigating away
    600 - UI polish: select menu overlays/z-index, react-select focus styles, calendar button spacing, and shared alert icons
    601 
    602 = 1.3.5 = 12 Aug 2026
    603 - Add company fields to contacts: Company Name, Company Registration Number, and Tax / VAT Number
    604 - Improve contact information and dialog UI consistency (shared icons and CustomDialogHeader)
    605 - Improve dialog layout and z-index stacking across automation, booking, and contact screens
    606 
    607 = 1.3.4 = 11 Aug 2026
    608 - Add email preview for automation steps so you can review builder content before sending
    609 - Add file attachments in the Email Builder (lead magnets) with clearer validation and error feedback
    610 - Improve merge-tag resolution reliability in outbound emails
    611 - Show the Link Trigger selector on Link Trigger Clicked automations
    612 - Add WooCommerce “Orders Purchased From Brands” automation rule
    613 - Add content sections and terms fields for invoices and proposals
    614 - Add invoice recurrence support (links to Pro Recurring Invoices)
    615 - Enhance WhatsApp automation messaging UX (free-form steps, trigger switch confirmations)
    616 - Fix dialog/alert centering and z-index stacking, including RTL-friendly layout
    617 - Fix Switch thumb travel in RTL layouts
    618 - UI polish: export modal checkboxes and admin content overflow handling
    619 
    620 = 1.3.3 = 09 Aug 2026
    621 - Fix Link Trigger tag/list updates on click for bulk and curl-multi campaign emails by injecting per-recipient track-id into tracked links
    622 - Ensure bulk/curl-multi recipient variables include hash_key, open-tracking pixel, and unsubscribe URL
    623 - Add Send Test Email for automation email actions so you can preview content before saving
    624 - Add Product Catalog module (Pro) for reusable products/services on invoices, proposals, and credit notes
    625 - Reorganize automation trigger/action categories (Email, Messaging, Booking, Projects) with clearer icons and grouping
    626 - Standardize SMS labeling and prune empty automation source categories for a cleaner picker
    627 - Revamp document Template Gallery and Style Editor layout, including a clearer color picker
    628 - Improve elevated invoice/proposal dialogs and nested select menus (z-index / overflow)
    629 - Show Advanced Filters in Free as a discoverable disabled control (Pro-gated)
    630 - UI polish: shared icons, DatePicker chrome, modal button styles, and support inbox empty states
    631 
    632 = 1.3.2 = 04 Aug 2026
    633 - Add Projects automation triggers and actions (create/update/complete projects, owner/status/custom field changes, comments, due/overdue, and deal conversion)
    634 - Improve automation trigger/action picker: prune inactive integrations, clearer source categories (modules/messaging/webhooks), and better grouping UI
    635 - Bump automations manifest cache key so project automation stubs load cleanly
    636 - Rebuild support inbox with a DataTable for ticket management; polish mailboxes UI and Pro feature indicators
    637 - Improve support email notification HTML formatting
    638 - Show proposal totals (total/accepted/open) on the contact Sales tab
    639 - Fix invoice and proposal dialogs appearing under fullscreen shells (elevated z-index)
    640 - Improve Integrations catalog icons and visibility handling; remove unused Evolution API integration stubs
    641 
    642 = 1.3.1 = 03 Aug 2026
    643 - Add automation enrollment history endpoint and show prior-enrollment hints when running a workflow manually
    644 - Rename automation “Run test” to “Run manually” for clearer UX
    645 - Add a dedicated Import Workflows modal for automation management
    646 - Add new project/status icons and refine checkbox styling
    647 - Small UI polish for page tabs, activity timeline filters, and progress styling
    648 
    649 = 1.3.0 = 02 Aug 2026
    650 - Hide Pro-only tabs, pages, and actions entirely in the free version instead of showing locked cards or upgrade prompts (automations, booking, helpdesk, sales, mailbox, integrations, extensions, dashboard, and more)
    651 - Add a new "Discover Pro" page cataloging every Pro feature by category, with links to the live demo and pricing
    652 - Add automation test run: preview a workflow without enrolling real contacts
    653 - Add sticky canvas notes on the automation workflow builder
    654 - Add bulk export and import for automations/workflows
    655 - Improve bulk import error handling and UI feedback for automations
    656 - Add server-side sorting for contacts, lists, tags, forms, campaigns, and automations
    657 - Add per-user CRM landing path and improved role-aware navigation after login
    658 - Enhance user role management and capability checks in the admin shell
    659 - Add email tracking track-id support for more reliable open/click attribution
    660 - Add text direction (LTR/RTL) support in the email builder TextBlock
    661 - Add Send Test Email popover in the email builder
    662 - Improve localization and translation handling across admin components
    663 
    664 = 1.2.19 = 31 Jul 2026
    665 - Add timezone configuration for more accurate date/time handling
    666 - Add duplicate and status-update actions for invoices and proposals
    667 - Add Save as Draft when sending invoices/proposals
    668 - Add copy public link for proposals
    669 - Add hex color input in document template style editor
    670 - Validate manual document numbers for proposals and invoices
    671 - Improve localization/translation loading across admin UI components
    672 - Restore plugin title branding (Alternative to HubSpot & GoHighLevel)
    673 
    674 = 1.2.18 = 29 Jul 2026
    675 - Add task automation triggers and actions
    676 - Improve Automations UI with tabbed action categories, clearer trigger groups (including e-commerce and Pro form vendors), and better empty-group handling
    677 - Add settings-only integration handling in the Integrations UI
    678 - Add Zapier integration support assets
    679 - Fix CSV importer mapping so mapped fields are not dropped
    680 - Improve custom fields: scope filtering and always persist the required state
    681 - Add company and legal identification fields to contacts and documents
    682 - Add custom contact avatars and improve contact field filtering in the UI
    683 - Add Contacts Analytics to the navbar
    684 - Add calendar week-start setting and improve calendar event handling/UI
    685 - Improve proposals/invoices tax display order and document preview scaling
    686 - Add mobile device REST endpoints and notification preference updates
    687 - Add role descriptions in the team manager modal and refine project role capabilities
    688 - Improve white-label visibility controls and admin menu icon handling
    689 - Rename Support references to Helpdesk in navigation/UI where applicable
    690 - Add Arabic text processing support (ar-php)
    691 - Update plugin title/description branding and Tested up to WordPress 7.0.2
    692 
    693 = 1.2.17 = 27 Jul 2026
    694 - Ship form-provider logos (form-types, Typeform, Jotform) in the WordPress.org package so Automations and Integrations icons load correctly
    695 - Load Typeform/Jotform logos from the free plugin assets instead of requiring Pro asset paths
    696 - Update plugin title/description branding and Tested up to WordPress 7.0.2
    697 
    698 = 1.2.16 = 26 Jul 2026
    699 - Harden Settings access for CRM Manager + Sales Rep multi-role users: compute the limited-settings gate on the server and treat manage_options / CRM Manager role membership as full access
    700 - Fix notification retention controls incorrectly treating CRM Managers who also hold Sales Rep as sales-only
    701 
    702 = 1.2.15 = 26 Jul 2026
    703 - Fix Settings page restricting CRM Managers / admins to Mailbox and Notifications when they also have the Sales Rep capability — prefer the higher role
    704 - Keep full notification settings available for CRM Managers who also hold Sales roles
    705 - Update contact details Proposals and Invoices tabs to use the same brand icons as the Proposals and Invoices pages
    706 - Split the contact Sales tab into separate Proposals and Invoices tabs for clearer navigation
    707 
    708 = 1.2.14 = 22 Jul 2026
    709 - Fix SQL errors when disabled modules (Projects, Booking, Deals, Support, Documents, Tasks) have no database tables yet — skip those queries instead of failing
    710 - Harden module storage readiness checks (escape table-name LIKE wildcards; never surface raw missing-table SQL in the contact deletion impact UI)
    711 - Guard dashboard aggregates, portal counts, and contact-delete cascades so missing module tables return empty results safely
    712 - Performance: replace heavy SendGrid, Brevo, and Postmark Composer SDKs with thin HTTP clients to shrink the plugin package and autoload classmap
    713 - Performance: enable webpack code-splitting so admin SPA routes load as async chunks
    714 - Performance: skip heavy admin config localization on non-DoubleScale wp-admin screens
    715 - Performance: version-stamp schema readiness, capability sync, and Action Scheduler schedule checks to avoid repeated per-request probes
    716 - Performance: lazy-load the validator factory and remove the artificial 1.5s delay before the admin SPA mounts
    717 - Streamline contact deletion impact calculation with centralized module readiness helpers
    718 - Add deep-link filters for the Contacts page
    719 - Improve abandoned cart tracking settings and CRM contact sync
    720 - Fix sales invoice payments migration file naming so it runs in the correct order
    721 
    722 = 1.2.13 = 22 Jul 2026
    723 - Rename plugin title to DoubleScale | Self-Hosted CRM & Business Platform (Alternative to HubSpot & GoHighLevel)
    724 - Document modular architecture: enable or disable optional modules from Settings → Modules
    725 - Document Projects module (Pro) with kanban boards, discussions, and Project Manager / Project Member roles
    726 - Clarify that module menus, APIs, background tasks, and role capabilities suspend when a module is disabled
    727 - Add FAQ for enabling and disabling modules
    728 - Rename sales invoice/proposal migrations so they run after base tables are created
    729 - Improve merge tag group registration and filtering in automations
    730 - Resolve deal currency from the stored deal value
    731 - Add storable task status helpers for REST mappings
    732 - Add analytics pages in the dashboard navigation
    733 
    734 = 1.2.12 = 21 Jul 2026
    735 - Fix missing `is_public` column on `doublescale_terms` after upgrade or fresh install
    736 - Ensure Terms table schema includes `is_public` and repair it on every install when absent
    737 - Rename Terms public-column migration so it runs after TermsTable is created
    738 
    739 = 1.2.11 = 21 Jul 2026
    740 - Rename plugin title to DoubleScale | All-In-One Self-Hosted CRM Platform (HubSpot alternative)
    741 - Add project management features with roles, permissions, dashboard integration, and notification preferences
    742 - Add contact file attachments with activity logging
    743 - Enhance proposal and invoice editing, activity associations, currency resolution, and PDF document rendering
    744 - Add business branding configuration with logo upload
    745 - Enhance contact deletion with impact assessment and confirmation
    746 - Improve activity timeline filters and taxonomy/schema management
    747 - Temporarily disable Client Portal module for adjustments
    748 
    749 = 1.2.10 = 12 Jul 2026
    750 - Add JavaScript translation support (JED JSON files) so React dashboard fully translates via Loco Translate / .po files
    751 - Add `make-json` build step for generating JS translation JSON from .po files
    752 - Add dashboard alert for admins and CRM managers when SMTP module is enabled but no connections are configured
    753 - Add translation template (.pot) generation tooling improvements for PHP 7.4 compatibility
    754 
    755 = 1.2.9 = 09 Jul 2026
    756 - Fix Action Scheduler queue monopolization that prevented other plugins (e.g. UpdraftPlus) from scheduling and running background tasks
    757 - Fix incorrect `action_scheduler/cleanup_batch_size` filter hook name (was a no-op, now correctly uses `action_scheduler_cleanup_batch_size`)
    758 - Cap Action Scheduler queue runner time limit to 15 seconds to share execution time with other plugins
    759 - Change scheduled action priority from 0 to default (10) so DoubleScale tasks no longer preempt all other plugins in the queue
    760 - Add missing Action Scheduler groups (booking, push, SMTP) to deactivation cleanup
    761 - Remove global orphaned-claims DELETE that could interfere with other plugins' claim lifecycle
    762 - Add time guard to automated campaign event drain worker to prevent unbounded execution
    763 - Remove blocking sleep calls from OAuth token refresh and SMTP sync to avoid delaying the queue
    764 - Sync Pro cleanup logic with improved emergency-mode thresholds and orphaned-group purging
    765 
    766 = 1.2.8 = 07 Jul 2026
    767 - Add SMTP Bounce Handler tab and restore bounce webhook configuration UI on the Connections page
    768 - Improve SMTP navigation and bounce handling visibility
    769 - Fix mailbox SMTP settings link routing
    770 - Revamp sales settings and contract types management UI
    771 - Add sales pipeline and view mode list preferences for contacts, tags, and lists
    772 - Introduce task entity type and enhance contact activity management
    773 - Improve sales rep activity permissions and activity association handling
    774 - Enhance payment filtering and payment list UI components
    775 - Fix overdue invoice total display in the Invoices list
    776 - Enhance contract, invoice, and proposal document dialogs with updated icons and layout
    777 - Add invoice form dialog and improve invoice management workflow
    778 - Add automation step drag-and-drop reordering in the workflow builder
    779 - Enhance automation analytics and reporting dashboards
    780 - Add saved blocks for reusable email builder sections
    781 - Add Jotform and Typeform form submission automation triggers and integration setup guides
    782 - Add PayPal and Typeform entries to the integrations catalog
    783 - Add WhatsApp phone field on contact records
    784 - Improve contact list columns, tooltips, and localization
    785 - Improve Action Scheduler task cleanup on plugin activation and deactivation
    786 - Move comparison page links into the plugin description for better WordPress.org discoverability
    787 - Add translation-ready language files in `languages/` for Loco Translate, WPML, and other translation plugins
    788 
    789 = 1.2.7 = 30 Jun 2026
    790 - Add sales document approval workflow with discount validation for proposals, contracts, and invoices
    791 - Add sales rep permissions and read-only payment handling
    792 - Add per-user list preferences for contacts, tags, and lists views
    793 - Add optional email and phone support for contacts with unique phone and WhatsApp number enforcement
    794 - Add Phone-as-WhatsApp setting for contact management
    795 - Add WooCommerce order integration and revenue tracking on contact profiles
    796 - Add WooCommerce customer import WhatsApp phone mapping
    797 - Add EDD order status constants and improved revenue queries
    798 - Add CRM contact creation option for abandoned cart recovery
    799 - Add subscription management enhancements with public list visibility and list status
    800 - Add ContactSubscribed goal and trigger improvements with subscription type handling
    801 - Add automation trigger documentation callouts and featured trigger status
    802 - Add booking access permission improvements and user role checks
    803 - Add WhatsApp opt-out and resubscription keyword settings with enhanced unsubscribe messaging
    804 - Improve webhook processing and result normalization
    805 - Improve Checkbox and Radio custom field validation and sanitization
    806 - Improve contact list column visibility, status display, and bulk list/tag modals
    807 - Improve input, dialog, and email settings UI with focus management and consistent styling
    808 - Improve WordPress.org readme with integration and comparison page links
    809 
    810 = 1.2.6 = 24 Jun 2026
    811 - Add PayPal payment gateway support for online invoice payments
    812 - Improve Outlook SMTP connections with Microsoft Graph for inbound email retrieval
    813 - Add email attachment handling and display in contact email activity
    814 - Allow editing logged email activity from the contact timeline
    815 - Improve phone number handling across contact management and import
    816 - Revamp customer support portal ticket list and detail views
    817 - Add ticket detail modal to the admin support inbox with CC recipient improvements
    818 - Add contacts list column visibility preferences
    819 - Add automation workflow duplication and step duplicate actions (Pro)
    820 - Add automation workflow import and export (Pro)
    821 - Add Contact Information Updated trigger and Update Contact Fields automation action
    822 - Add User Billing Phone merge tag and new invoice/proposal/credit note notification merge tags
    823 - Add credit note triggers and rules to sales automations
    824 - Improve custom field validation and normalization
    825 - Update GDPR messaging and customer notifications in abandoned cart settings
    826 - Improve dashboard redirects and module-aware navigation for user roles
    827 - Add ScrollableMenuList for long dropdown menus across the admin UI
    828 
    829 = 1.2.5 = 23 Jun 2026
    830 - Fix sent email text block styling so color, font size, and font family match the email builder preview
    831 - Add phone number field mapping for customer import
    832 - Redesign support inbox with filter dialog, improved bulk actions, and refreshed styling
    833 - Improve booking event cards, date/time picker, and event action dialogs for mobile
    834 - Enhance booking email notifications with safe HTML intros and merge tag support
    835 - Add credit note merge tags and configurable email intro in Sales settings
    836 - Improve booking ShareModal layout and responsiveness for embed and share links
    837 - Update Card, StatusPill, and EmailNotification components for layout consistency
    838 - Fix automation trigger paths for messaging components
    839 
    840 = 1.2.4 = 22 Jun 2026
    841 - Fix email builder text block font size so the canvas matches the Font Size field (remove heading multiplier scaling)
    842 - Apply consistent default font sizes when switching text styles (H1, H2, H3, paragraph, small)
    843 
    844 = 1.2.3 = 22 Jun 2026
    845 - Fix booking calendar provisioning errors on multisite when the booking tables are not yet created
    846 - Fix email builder text block heading sizes conflicting with the block font size
    847 
    848 = 1.2.2 = 11 Jun 2026
    849 - Fix email builder text blocks not appearing in the free version when adding or editing content on the canvas
    850 - Add demo, website, and documentation links at the top of the plugin readme
    851 
    852 = 1.2.1 = 19 Jun 2026
    853 - Fix fatal error when updating the free plugin while an older DoubleScale Pro build is still active (legacy booking payment gateway compatibility)
    854 - Show an admin notice when DoubleScale Pro needs updating to 1.1.0 or newer
    855 
    856 = 1.2.0 = 19 Jun 2026
    857 - New Sales workspace: proposals, invoices, contracts, credit notes, and subscription billing (Pro)
    858 - Convert proposals to invoices, track payment history, and manage line items with tax settings
    859 - Sales automations: contract triggers, document-ready module checks, and merge tags for proposals and invoices
    860 - Unified attachment management across sales documents and support tickets
    861 - Admin calendar aggregating bookings, sales, and cross-module events in one view
    862 - Customer portal foundation: document access, payment history, subscriptions, and calendar (portal module temporarily disabled while final adjustments ship)
    863 - Improved contact custom fields: validation, required-field handling, and deal custom fields in the pipeline
    864 - Email builder: insert sections in the canvas, richer text block styling and color controls, RichTextEditor placeholders, and footer merge tag extraction
    865 - Support: "View Ticket" button in notification emails and clearer agent attribution on customer ticket views
    866 - Booking: UTC-safe meeting date-time storage and broad layout/responsiveness improvements across calendars and modals
    867 - Meta WhatsApp: clearer account registration error handling
    868 - Settings: improved encryption handling for stored credentials
    869 - Pro feature gates for invoices, payments, and related sales surfaces
    870 - Admin UI: DataTable configuration options, mobile responsiveness, and layout polish across campaigns, automations, booking, support, and sales screens
    871 
    872 = 1.1.9 = 15 Jun 2026
    873 - Fix Pro form integrations (Gravity Forms, Elementor, Ninja Forms, etc.) staying locked when DoubleScale Pro is active
    874 - Fix Outlook OAuth scope for consumer Microsoft accounts so IMAP/SMTP connections are not rejected
    875 - Fix email builder text blocks losing content when clicking columns or sections before typing
    876 - Add module storage readiness checks for automation rules (completed/entered automation, lead score level) and sales merge tags so queries are skipped when a module or its database table is not ready
    877 - Add mobile step progress indicator to the SMTP connection wizard
    878 - Improve admin layout and responsiveness across contacts, forms, campaigns, SMTP, support, integrations, license, import/export, and debugging screens
    879 - Refine PageHeader, HeaderBar, DataTableActions, DialogFooter, and dashboard card components for consistent spacing and accessibility
    880 - Update Mailbox settings to use PageTabs for clearer channel management
    881 - Improve Contact Analytics, Email Stats, and Support Reports layouts
    882 
    883 = 1.1.8 = 13 Jun 2026
    884 - Fix intermittent fatal error when activating the plugin
    885 - Fix loading splash screen flashing unstyled content on first paint
    886 - Fix contact import list and tag assignment
    887 - Improve WordPress user import first and last name mapping
    888 
    889 = 1.1.7 = 12 Jun 2026
    890 - Fix custom fields type dropdown showing no options when adding fields
    891 - Fix email builder font size input clamping while typing
    892 - Prevent text block content loss when selecting columns or sections in the email builder
    893 
    894 = 1.1.6 = 12 Jun 2026
    895 - Remove Signature block from the email builder block registry
    896 - Add autosave for text blocks in the email builder
    897 
    898 = 1.1.5 = 11 Jun 2026
    899 - Fix email builder font size input only accepting extreme values while typing
    900 - Always show Generate With AI on the campaign templates step
    901 
    902 = 1.1.4 = 11 Jun 2026
    903 - Fix campaign setup step subject and preview text not saving after editing and returning to the step
    904 - Rename Support to Helpdesk across modules and admin UI
    905 - Refine Control Modules settings with module cards and clearer grouping
    906 - Update booking Connect button styling to match secondary actions
    907 - Improve template save handling for legacy API subject fields
    908 - Re-enable AI Assistant in the extensions store
    909 
    910 = 1.1.3 = 11 Jun 2026
    911 - Auto-install and activate DoubleScale Pro after a valid license is activated
    912 - Show Pro plugin install and active status on the license settings page
    913 - Add Install & Activate and Activate fallback buttons when auto-install does not complete
    914 - Fix license page action buttons that were permanently disabled
    915 
    916 = 1.1.2 = 11 Jun 2026
    917 - Add Booking Manager and Booking Agent roles with scoped permissions for dedicated booking staff
    918 - Extend team management UI with booking role assignment and module-aware gating
    919 - Improve user role system to support multiple concurrent roles with merged capabilities
    920 - Scope booking settings access to users with booking management or CRM manager capabilities
    921 - Allow Sales Manager and Sales Rep roles access to the dashboard
    922 - Update brand color system to support white-label CSS variable overrides
    923 - Fix white-label addon plugin file path resolution
    924 - Remove Zapier and AI Assistant addons from store (not yet available)
    925 
    926 = 1.1.1 = 10 Jun 2026
    927 - Add Forms module to free plugin with 4 integrations: Contact Form 7, WPForms, Fluent Forms, and Quill Forms
    928 - Add form type selector showing all 15 integrations with Pro badges and install-status hints
    929 - Add horizontal notification preference categories with module icons
    930 - Hide email channel for Booking notifications (uses its own email settings)
    931 - Fix contact field mapping order (contact field on left, form field on right)
    932 - Fix "Manage Custom Fields" button not redirecting to Settings → Custom Fields
    933 - Sort form type cards by active/installed status first
    934 - Update readme with detailed Forms and Automations integration lists
    935 
    936 = 1.1.0 = 9 Jun 2026
    937 * New: Support helpdesk module — ticket-based customer support with mailbox channels, IMAP email piping, customer portal, and agent inbox
    938 * New: Ticket workflows with priority, status, tags, CC management, and bulk actions (assign, close, merge, tag)
    939 * New: Mailbox management — multiple mailbox channels (web and IMAP), default mailbox selection, and ticket movement between mailboxes
    940 * New: File attachments on support tickets with signed secure downloads and configurable size limits
    941 * New: Ticket custom fields and guest access for unauthenticated customers
    942 * New: Support reports dashboard for ticket volume and resolution metrics
    943 * New: Email notifications with threading and subject tagging for ticket replies
    944 * New: Support automation triggers — ticket created, ticket status changed — connect to the visual automation engine
    945 * New: Dedicated support roles (Support Agent, Support Manager) with scoped permissions
    946 * New: Saved replies and per-ticket activity logging
    947 * New: Automation workflow versioning
    948 * New: Module dependency checks and labels in automation builder
    949 * New: Module status endpoints for mobile app integration
    950 * Improvement: Booking host deduplication for team calendars
    951 * Improvement: Team calendar member validation
    952 * Improvement: IMAP client now counts recent unseen emails
    953 * Improvement: Step insertion logic maintains end_automation order in workflows
    954 * Improvement: Analytics menu and submenu items now visible in free version with Pro upgrade notices
    955 * Improvement: WhatsApp tab visible in contact details with Pro feature notice
    956 * Improvement: Export contacts gated as Pro feature
    957 * Fix: Settings SMTP tab removed (already available as dedicated sidebar item)
    958 * Fix: Mobile App settings tab hidden until feature is available
    959 * Fix: ProtectedRoute and navigation gate respect alwaysRegister flag
    960 
    961 
    962 = 1.0.2 = 3 Jun 2026
    963 - Fix booking issue
    964 - Fix assets issue
    965 - Fix templates issue while creating a new campaign
    966 
    967 = 1.0.0 =
    968 * All-in-one launch — nine first-class modules in one plugin:
    969   * CRM with full activity timeline (emails, SMS, WhatsApp, deals, bookings, pageviews, form submits, automations — one chronological view)
    970   * Deals & pipelines (drag-and-drop kanban, weighted forecasting, multi-pipeline)
    971   * Email, SMS, and WhatsApp campaigns
    972   * Email sequences (drip campaigns) with delays, conditional branches, and goal-based exits
    973   * Booking (calendars, availability, embeddable pages)
    974   * Tasks (team task management linked to contacts and deals)
    975   * SMTP routing with 20+ providers and automatic failover
    976   * Unified inbox for email, SMS, and WhatsApp
    977   * Analytics, reports, and dashboards
    978 * Visual automation engine with 11+ trigger types — including WhatsApp received, SMS received, deal stage changed, lead score crossed, link clicked — connecting every module
    979 * 50+ integrations across WooCommerce, EDD, SureCart, LMS plugins (LearnDash, Tutor LMS, LifterLMS, LearnPress), membership plugins (MemberPress, Paid Memberships Pro), 15 form builders, 20+ SMTP providers, Twilio, Meta WhatsApp, Presto Player, Slack, HubSpot, Pipedrive, ActiveCampaign, GoHighLevel, and more
     381The full history of earlier versions is in [changelog.txt](https://plugins.svn.wordpress.org/doublescale/trunk/changelog.txt).
    980382
    981383== Upgrade Notice ==

  • doublescale/trunk/readme.txt

    r3727845 r3727881  
    1414== Description ==
    1515
    16 **DoubleScale is a self-hosted CRM for WordPress** covering sales, newsletter, email marketing, SMS marketing, WhatsApp marketing, booking, helpdesk, and task & project management — in **one plugin**, on your own database. A built-in **MCP server** lets AI clients (Claude, Cursor, and compatible tools) operate DoubleScale with API keys, using the same module and permission gates as the rest of the product.
     16**DoubleScale is the all-in-one CRM for WordPress.** Manage contacts, send email marketing campaigns and newsletters, automate follow-ups, run your sales pipeline, send proposals and invoices, take appointment bookings and answer support tickets, all from one plugin and one contact record, stored in your own WordPress database.
     17
     18Instead of paying for a separate CRM, email marketing service, scheduling app, helpdesk and SMTP plugin, DoubleScale brings them together and keeps every customer's history in one timeline.
    1719
    1820https://www.youtube.com/watch?v=UGLAKIIsPps
    1921
    20 Use it as a **newsletter** plugin to send issues to lists and segments. Use it for **email marketing** broadcasts, drip sequences, and campaigns. Use it for **SMS marketing** via Twilio. Use it for **WhatsApp marketing** with Meta-approved templates. Those channels sit in the same plugin as CRM, sales pipelines, proposals and invoices, booking, helpdesk, tasks, projects, SMTP, automations, and MCP — one contact record, one activity timeline, one workflow engine, instead of stitching together Mailchimp, Twilio, a WhatsApp dashboard, Pipedrive, Calendly, a helpdesk, and a task app.
    21 
    22 Enable or disable optional modules under **Settings → Modules** so the admin stays lean.
    23 
    24 **Live demo:** [try.doublescale.io](https://try.doublescale.io) · **Website:** [doublescale.io](https://doublescale.io) · **Documentation:** [doublescale.io/docs](https://doublescale.io/docs/)
    25 
    26 = Modular architecture — enable or disable any module =
    27 
    28 DoubleScale is built as a **modular plugin**. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned **on or off** under **Settings → Modules**. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities — assignments are preserved when you turn the module back on.
    29 
    30 = What's inside one plugin =
    31 
    32 DoubleScale is a single install with **first-class modules**, each designed to feel like a dedicated product — and each toggleable when you do not need it:
    33 
    34 **1. CRM — contacts, lists, segmentation, activity timeline**
    35 A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a **full activity timeline** that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching.
    36 
    37 **2. Sales — pipelines, documents, and recurring revenue**
    38 Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription.
    39 
    40 * **Pipelines** — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to "Closed Won" → send an invoice, assign a task, tag in CRM).
    41 * **Proposals** — branded quotes with line items, customer acceptance, and one-click convert to invoice.
    42 * **Invoices** — send, track, and collect payment online (Stripe and manual payments).
    43 * **Contracts** — templated agreements with signatures and lifecycle automations.
    44 * **Credit notes** — issue refunds and adjustments tied to invoices.
    45 * **Taxes** — configure tax rates and apply them to proposal, contract, and invoice line items.
    46 * **Subscriptions** — recurring billing and subscription management (Pro).
    47 * **Client portal** — embeddable logged-in customer hub (`[doublescale_client_portal]`) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard.
    48 
    49 Every deal, document, and payment links to the same contact record, activity timeline, and automation engine.
    50 
    51 **3. Newsletter**
    52 Send a **newsletter** from WordPress to subscribers, lists, tags, or rule-based segments. Design each issue in the drag-and-drop email builder, schedule or send immediately, and track opens, clicks, bounces, and unsubscribes. Newsletter sends use the same contact record as the rest of the CRM, so a subscriber who books a meeting or opens a support ticket is still one person.
    53 
    54 **4. Email marketing**
    55 Full **email marketing** campaigns, not only newsletters. Broadcast to lists and segments, run A/B tests, reuse templates, and personalize with merge tags for any custom field.
    56 * **Email sequences (drip campaigns)** — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions.
    57 * Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs.
    58 
    59 **5. SMS marketing**
    60 **SMS marketing** broadcasts and triggered SMS via Twilio. The same audience, composer, and merge-tag system as email marketing — send promotions, reminders, and follow-ups as text messages. Opt-out handling and delivery logs stay on the contact record.
    61 
    62 **6. WhatsApp marketing**
    63 **WhatsApp marketing** with Meta-approved WhatsApp templates from the same campaign builder. Trigger conversations, broadcast to segments, and route inbound replies to the unified inbox so WhatsApp marketing sits next to email marketing and SMS marketing on one timeline.
    64 
    65 **7. Booking — self-service appointment scheduling**
    66 A full scheduling system inside WordPress — no Calendly needed. Create **single events** for one-on-one meetings (consultations, demos, coaching sessions) or **team events** where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence).
    67 
    68 **8. Tasks — team task management**
    69 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.
    70 
    71 **9. Projects — project boards linked to CRM and sales (Pro)**
    72 Manage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped **Project Manager** and **Project Member** roles keep delivery teams focused without granting full CRM admin access.
    73 
    74 **10. SMTP — multi-provider email routing**
    75 A complete `wp_mail()` replacement built into the CRM — no separate SMTP plugin required. Connect one or more of **20+ providers**: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down.
    76 
    77 **11. Support — ticket-based helpdesk with mailbox channels and customer portal**
    78 A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence.
    79 
    80 **12. Analytics — dashboards & reports**
    81 A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), 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 to a BI tool.
    82 
    83 **13. MCP — AI clients that can operate your CRM**
    84 DoubleScale ships a built-in **Model Context Protocol (MCP)** server. Enable it under MCP settings, issue API keys for eligible users, and connect Claude, Cursor, or other MCP-compatible clients. Tools cover contacts, documents, marketing, booking, forms, and more — gated by modules and roles, with validation on writes. Setup includes Application Password auth, Windows connection notes, and emailable instructions so teammates can connect without guessing.
    85 
    86 **14. User roles — scoped access for sales, support, booking, and project teams**
    87 DoubleScale ships dedicated roles (plus site administrators). Assign them under **Settings → Team**. Users can hold **multiple roles** — capabilities merge across roles.
    88 
    89 **Sales (Pro)**
    90 
    91 * **CRM Manager** — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role.
    92 * **Sales Manager** — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role.
    93 * **Sales Rep** — Own deals and contacts only; own proposals and invoices; create deals and log activities.
    94 
    95 **Projects (Pro)**
    96 
    97 * **Project Manager** — Create and manage all projects, statuses, and assignments across the team.
    98 * **Project Member** — Work on projects assigned to them; update progress and join discussions.
    99 
    100 **Support**
    101 
    102 * **Support Manager** — View and manage every support ticket; assign agents; reply on any thread.
    103 * **Support Agent** — View the Support module; reply on tickets assigned to them.
    104 
    105 **Booking**
    106 
    107 * **Booking Manager** — Read and manage all calendars, bookings, and availability schedules across the team.
    108 * **Booking Agent** — Manage only own calendars, bookings, and availability.
    109 
    110 **Administrators**
    111 
    112 * **WordPress Administrator** — Every DoubleScale capability automatically.
    113 
    114 **Notes**
    115 
    116 * CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require **DoubleScale Pro**.
    117 * Support, Booking, and Projects roles are available when those modules are enabled.
    118 * Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on.
    119 
    120 = Plus: a visual automation engine that connects every module =
    121 
    122 Underneath every module is one workflow builder. **100+ triggers** across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into **multi-step automations** with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook.
    123 
    124 **Automation integrations:**
    125 
    126 * **E-commerce** — [WooCommerce](https://doublescale.io/integrations/woocommerce/) (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart
    127 * **Forms** — [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/), [Quill Forms](https://doublescale.io/integrations/quill-forms/) (free); [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), [WS Form](https://doublescale.io/docs/), [Bit Form](https://doublescale.io/docs/), [SureForms](https://doublescale.io/docs/), [eForm](https://doublescale.io/docs/), [JetFormBuilder](https://doublescale.io/docs/) (Pro)
    128 * **LMS** — [LearnDash](https://doublescale.io/integrations/learndash/), Tutor LMS, LifterLMS, LearnPress
    129 * **Membership** — MemberPress, Paid Memberships Pro
    130 * **Media** — Presto Player
    131 * **Messaging** — Email received, SMS received, WhatsApp received
    132 * **CRM** — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received
    133 * **Booking** — Booking created, confirmed, completed, rescheduled, cancelled
    134 * **Support** — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned
    135 
    136 = Key capabilities =
    137 
    138 * **MCP for AI clients** — Built-in MCP server so Claude, Cursor, and compatible tools can list, create, and update CRM data via API keys, with the same module and role gates as wp-admin.
    139 * **AI-powered writing and assistance** — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data.
    140 * Modular architecture — enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from **Settings → Modules**.
    141 * One contact record shared across every module — campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact.
    142 * Unlimited contacts and custom fields with no per-contact or per-seat fees.
    143 * Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in.
    144 * GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling.
    145 * Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast.
    146 * Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively.
    147 * **15 form-builder integrations** — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro).
    148 
    149 = Who DoubleScale is for =
    150 
    151 Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want a **self-hosted WordPress CRM** for sales, marketing, booking, helpdesk, and delivery — plus MCP so AI tools can work inside that same stack — 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.
    152 
    153 Learn more at [doublescale.io](https://doublescale.io/).
    154 
    155 See how DoubleScale stacks up against popular CRM and marketing automation tools:
    156 
    157 * **DoubleScale vs FluentCRM:** [doublescale.io/compare/vs-fluentcrm](https://doublescale.io/compare/vs-fluentcrm/)
    158 * **DoubleScale vs HubSpot:** [doublescale.io/compare/vs-hubspot](https://doublescale.io/compare/vs-hubspot/)
    159 * **DoubleScale vs ActiveCampaign:** [doublescale.io/compare/vs-activecampaign](https://doublescale.io/compare/vs-activecampaign/)
    160 * **DoubleScale vs Pipedrive:** [doublescale.io/compare/vs-pipedrive](https://doublescale.io/compare/vs-pipedrive/)
    161 * **DoubleScale vs GoHighLevel:** [doublescale.io/compare/vs-gohighlevel](https://doublescale.io/compare/vs-gohighlevel/)
    162 * **DoubleScale vs FunnelKit:** [doublescale.io/compare/vs-funnelkit](https://doublescale.io/compare/vs-funnelkit/)
    163 * **DoubleScale vs Brevo:** [doublescale.io/compare/vs-brevo](https://doublescale.io/compare/vs-brevo/)
    164 * **DoubleScale vs MailerLite:** [doublescale.io/compare/vs-mailerlite](https://doublescale.io/compare/vs-mailerlite/)
    165 * **DoubleScale vs Omnisend:** [doublescale.io/compare/vs-omnisend](https://doublescale.io/compare/vs-omnisend/)
     22**Live demo:** [try.doublescale.io](https://try.doublescale.io) · **Website:** [doublescale.io](https://doublescale.io) · **Documentation:** [doublescale.io/docs](https://doublescale.io/docs/) · **Video tutorials:** [YouTube](https://www.youtube.com/@DoubleScale-CRM)
     23
     24= Why teams choose DoubleScale =
     25
     26* **One contact record for everything.** Campaigns, deals, invoices, bookings, tickets and tasks all attach to the same contact.
     27* **Turn on only what you need.** Every major module can be switched on or off from **Control Modules**, so your team sees a clean, focused admin.
     28* **Self-hosted and GDPR-friendly.** Your data stays in your WordPress database: no third-party CRM cloud, no vendor lock-in.
     29* **No per-contact pricing.** Unlimited contacts and unlimited custom fields.
     30* **Built for WordPress.** Native integrations with WooCommerce, popular form builders, LMS and membership plugins.
     31
     32= Modular by design: switch modules on or off =
     33
     34DoubleScale is a modular CRM plugin. Open **Control Modules** in the DoubleScale header to enable or disable Sales (with Pipelines, Proposals & Invoices, Contracts, Credit Notes and Products), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP. Turning a module off hides its menus and pauses its background jobs, APIs and role permissions. Turn it back on at any time without reinstalling, and nothing is lost.
     35
     36= CRM and contact management =
     37
     38A complete WordPress CRM for leads and customers. Store unlimited contacts with custom fields, organise them with tags and lists, and build dynamic segments with rules. Import contacts from CSV, WordPress users or WooCommerce customers. Every contact has a full activity timeline showing emails, messages, deals, bookings, support tickets, form submissions, page visits and automation runs, in one chronological view.
     39
     40= Email marketing and newsletters =
     41
     42Send professional email marketing campaigns and newsletters directly from WordPress.
     43
     44* Drag-and-drop email builder with responsive blocks, saved templates and merge tags
     45* Broadcast to lists, tags or segments, send now or schedule for later
     46* A/B testing for subject lines and content
     47* Email sequences (drip campaigns) for onboarding and nurture flows
     48* Open, click, bounce and unsubscribe tracking with full delivery logs
     49* Unsubscribe and preference pages handled for you
     50
     51= SMS and WhatsApp marketing (Pro) =
     52
     53Reach customers on the channels they read most. Send SMS campaigns through Twilio and WhatsApp campaigns with Meta-approved WhatsApp Business templates, using the same audiences, composer and merge tags as email. Opt-outs and delivery status are recorded on each contact.
     54
     55= Marketing automation =
     56
     57A visual workflow builder that connects every module. Choose from 100+ triggers across contacts, campaigns, deals, forms, bookings, support tickets, WooCommerce, LMS and membership plugins, then add actions: send an email, SMS or WhatsApp message, start an email sequence, add tags, update a deal, create a task or call a webhook. Add delays, conditions, goals and branches to build complete customer journeys, such as welcome series, abandoned cart recovery, lead nurturing and post-purchase follow-ups.
     58
     59= Sales pipeline and deal management =
     60
     61Track every opportunity on a drag-and-drop kanban board. Create multiple sales pipelines with custom stages, deal values, owners and custom fields, and see forecasts at a glance. Moving a deal to a new stage can trigger automations, for example sending a proposal, creating a task or tagging the contact.
     62
     63= Proposals, quotes, invoices and contracts =
     64
     65Run the whole quote-to-cash process inside WordPress.
     66
     67* **Proposals and quotes** with line items, taxes and online acceptance with e-signature
     68* **One-click conversion** from an accepted proposal to an invoice
     69* **Invoices** with branded PDFs and online payments through Stripe, PayPal and other gateways (Pro)
     70* **Contracts** with templates and signatures
     71* **Credit notes**, products and tax rates
     72* **XRechnung e-invoices** for German public-sector customers (Pro)
     73* **Subscriptions** and recurring billing (Pro)
     74
     75= Client portal =
     76
     77Give customers one secure place to see their proposals, invoices, contracts, bookings and support tickets. Add the portal to any page with the `[doublescale_client_portal]` shortcode. Customers can accept proposals, pay invoices and follow their documents without emailing you.
     78
     79= Appointment booking and scheduling =
     80
     81A complete appointment booking system built into your CRM, so you no longer need Calendly or a separate booking plugin. Clients book meetings, consultations, demos, classes and coaching sessions from a booking page on your own site, and every booking is saved on their contact record.
     82
     83* **One-to-one and group events**, with a maximum number of attendees per time slot
     84* **Availability schedules** with working hours, date overrides, buffer time between meetings and booking frequency limits
     85* **Embeddable booking pages** with automatic time zone detection for your guests
     86* **A booking form** that collects your guests' details before the meeting
     87* **Email confirmations and reminders** for guests and hosts, with easy rescheduling and cancellation
     88* **Zoom meetings** created automatically for online appointments
     89* **Bookings dashboard** to view, filter and manage every appointment
     90* **Booking Manager and Booking Agent roles** so each team member manages their own calendar
     91* **Automations** that run when a booking is created, confirmed, rescheduled, completed or cancelled, for example to send a follow-up sequence or create a deal
     92
     93**Booking Pro** adds team scheduling with round-robin and collective availability, two-way calendar sync with Google Calendar, Outlook / Microsoft 365, Apple Calendar and iCal, Google Meet and Microsoft Teams links, custom booking questions with conditional logic, paid bookings with online payments, waiting lists when a slot is full, and SMS reminders.
     94
     95= Helpdesk and support tickets =
     96
     97A complete ticketing system next to your sales and marketing data.
     98
     99* Shared inbox with overview cards for all, open, pending, resolved and closed tickets
     100* Assign agents, set status and priority, add tags, internal notes and CC recipients
     101* File attachments with secure downloads
     102* Customer support portal on any page with `[doublescale_support_portal]`, or inside the client portal
     103* Email notifications for customers and agents, plus helpdesk reports
     104* Email-to-ticket through IMAP, custom ticket fields, auto close for inactive tickets and an incoming webhook (Pro)
     105
     106= Tasks and projects (Pro) =
     107
     108Plan and deliver client work without a separate project management tool. Create and assign tasks with due dates and reminders, and manage projects on kanban boards with statuses, progress, discussions and custom fields, all linked to contacts and invoices.
     109
     110= Built-in SMTP for reliable email delivery =
     111
     112Replace your SMTP plugin. DoubleScale routes `wp_mail()` through 20+ email providers, including Amazon SES, SendGrid, Mailgun, Postmark, Brevo, SparkPost, SMTP2GO, Mailjet, MailerSend, Mandrill, Elastic Email, SendLayer, SocketLabs, toSend, Emailit, Gmail, Outlook, Zoho and any SMTP server. Use different connections for transactional and marketing email, add a fallback connection, send test emails and review full email logs.
     113
     114= Analytics and reports =
     115
     116Dashboards for contacts, campaigns, email delivery, automations, sales pipelines and support, with KPI cards, charts, date ranges and CSV export, so everyone can see what is working without exporting data to another tool.
     117
     118= Team roles and permissions =
     119
     120Give every team member the access they need and nothing more. DoubleScale adds scoped roles for each area: CRM Manager, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. Users can hold more than one role, and each person can choose their own notifications.
     121
     122= AI and MCP =
     123
     124* **AI writing assistant.** Connect your own OpenAI, Google Gemini, Groq, OpenRouter or OpenAI-compatible API key to draft emails, generate templates and suggest subject lines.
     125* **Built-in MCP server.** Connect Claude, Cursor and other Model Context Protocol clients with API keys, so AI assistants can work with your contacts, documents, campaigns and bookings, within the same module and role permissions as your team.
     126
     127= Integrations =
     128
     129* **E-commerce:** WooCommerce (orders, customers, abandoned carts, subscriptions and reviews), Easy Digital Downloads and SureCart
     130* **Form builders:** Contact Form 7, WPForms, Fluent Forms and Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable Forms, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm and JetFormBuilder (Pro)
     131* **LMS:** LearnDash, Tutor LMS, LifterLMS and LearnPress
     132* **Membership:** MemberPress and Paid Memberships Pro
     133* **Messaging and payments:** Twilio, WhatsApp Business, Stripe, PayPal and more
     134
     135= Who is DoubleScale for? =
     136
     137Small businesses, agencies, consultants, coaches, course creators, online stores and growing sales and support teams who want a self-hosted WordPress CRM that replaces several SaaS subscriptions, from solo founders to teams managing 100,000+ contacts.
     138
     139= How DoubleScale compares =
     140
     141Looking for a HubSpot alternative, a Mailchimp alternative or a FluentCRM alternative? See our detailed comparisons: [vs FluentCRM](https://doublescale.io/compare/vs-fluentcrm/) · [vs HubSpot](https://doublescale.io/compare/vs-hubspot/) · [vs ActiveCampaign](https://doublescale.io/compare/vs-activecampaign/) · [vs Pipedrive](https://doublescale.io/compare/vs-pipedrive/) · [vs GoHighLevel](https://doublescale.io/compare/vs-gohighlevel/) · [vs FunnelKit](https://doublescale.io/compare/vs-funnelkit/) · [vs Brevo](https://doublescale.io/compare/vs-brevo/) · [vs MailerLite](https://doublescale.io/compare/vs-mailerlite/) · [vs Omnisend](https://doublescale.io/compare/vs-omnisend/)
    166142
    167143
    … …  
    226202== Frequently Asked Questions ==
    227203
    228 = Is DoubleScale really an all-in-one replacement for CRM + deals/pipelines + projects + email/SMS/WhatsApp campaigns + booking + tasks + SMTP + helpdesk + analytics + team management? =
    229 
    230 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 activity timeline, a single automation engine, a single reporting layer, and a single user model. You can install DoubleScale and turn off your CRM, Pipedrive/HubSpot, Mailchimp, Twilio dashboard, Calendly, SMTP plugin, helpdesk, and reporting tool on the same day.
    231 
    232 = Can I enable or disable modules I do not need? =
    233 
    234 Yes. DoubleScale uses a **modular architecture**. Under **Settings → Modules** you can enable or disable optional modules such as Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, and Automations. Turn features off to simplify the UI for your team; turn them back on later without reinstalling. Core CRM stays available. When a module is disabled, its menus, APIs, background tasks, and role capabilities are suspended (role assignments are kept for when you re-enable it).
    235 
    236 = How is this different from "marketing automation" plugins like FluentCRM or Groundhogg? =
    237 
    238 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. See the full [DoubleScale vs FluentCRM comparison](https://doublescale.io/compare/vs-fluentcrm/).
    239 
    240 = Is there a contact limit? =
    241 
    242 No. DoubleScale doesn't charge per contact. The free Starter plan handles unlimited contacts. Installs running 100,000+ contacts have been benchmarked.
     204= Can DoubleScale really replace my CRM, email marketing, booking and helpdesk tools? =
     205
     206Yes, that is what it is built for. DoubleScale covers contact management, email marketing and newsletters, marketing automation, sales pipelines, proposals and invoices, appointment booking, a helpdesk, built-in SMTP and reports in one plugin, with SMS, WhatsApp, tasks and projects available in Pro. Every module shares one contact record, one activity timeline and one automation engine, so you can retire separate tools such as a hosted CRM, Mailchimp, Calendly, an SMTP plugin and a standalone helpdesk.
     207
     208= Can I turn off the modules I do not need? =
     209
     210Yes. Click **Control Modules** in the DoubleScale header to switch Sales (and its sub-modules), Campaigns, Automations, Forms, Booking, Helpdesk, Tasks, Projects and SMTP on or off. A disabled module's menus, APIs, background jobs and role permissions are paused, and everything comes back exactly as it was when you turn it on again. Contacts are always on.
     211
     212= How is DoubleScale different from FluentCRM or Groundhogg? =
     213
     214Most WordPress CRM plugins focus on contacts, email marketing and automation. DoubleScale includes those and adds sales pipelines, proposals and invoices, appointment booking, a support ticket system, a client portal and built-in SMTP, all around the same contact record, so you do not need extra plugins for each. See the full [DoubleScale vs FluentCRM comparison](https://doublescale.io/compare/vs-fluentcrm/).
     215
     216= Is there a limit on contacts? =
     217
     218No. DoubleScale never charges per contact, and the free plugin supports unlimited contacts. Sites with more than 100,000 contacts have been benchmarked.
    243219
    244220= Where is my data stored? =
    245221
    246 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.
    247 
    248 = Do you support WooCommerce? =
    249 
    250 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. See the full [DoubleScale WooCommerce CRM integration guide](https://doublescale.io/integrations/woocommerce/).
    251 
    252 = Can I send SMS or WhatsApp? =
    253 
    254 Yes. SMS via Twilio and WhatsApp Business are available in Pro packages. Both share the same audience, composer, and merge-tag system as email.
     222In your own WordPress database. Contacts, deals, documents, emails, tickets and tracking events are stored in tables on your server. Third-party services such as email providers, Twilio or Stripe are only contacted when you connect them yourself.
     223
     224= Does DoubleScale work with WooCommerce? =
     225
     226Yes, natively. Customers and orders flow into the CRM, and you can trigger campaigns and automations from order, subscription, review and abandoned cart events, including abandoned cart recovery. See the [DoubleScale WooCommerce CRM integration guide](https://doublescale.io/integrations/woocommerce/).
     227
     228= Can I send SMS and WhatsApp messages? =
     229
     230Yes, with DoubleScale Pro. SMS is sent through Twilio and WhatsApp through the WhatsApp Business Platform with Meta-approved templates. Both use the same audiences, composer and merge tags as email, in campaigns and in automations.
    255231
    256232= How does the booking module compare to Calendly? =
    257233
    258 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.
    259 
    260 = Does the helpdesk inbox replace Help Scout or Front? =
    261 
    262 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.
    263 
    264 = How does team management work? =
    265 
    266 DoubleScale adds seven scoped WordPress roles — CRM Manager, Sales Manager, Sales Rep, Support Manager, Support Agent, Booking Manager, and Booking Agent — plus full access for site administrators. Sales reps see only their own deals; sales managers and CRM managers see the full pipeline; support agents see assigned tickets while support managers see the entire inbox; booking agents manage their own calendars while booking managers oversee the whole schedule. Users can combine roles, activity is attributed by user, and in-app notifications keep the team aligned. See **User roles** in the description above for the full capability matrix.
    267 
    268 = Which form plugins work? =
    269 
    270 15 form builders. Four ship in the free plugin — [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/), and [Quill Forms](https://doublescale.io/integrations/quill-forms/). Eleven more are available with Pro — [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), [WS Form](https://doublescale.io/docs/), [Bit Form](https://doublescale.io/docs/), [SureForms](https://doublescale.io/docs/), [eForm](https://doublescale.io/docs/), and [JetFormBuilder](https://doublescale.io/docs/). Form submissions create or update contacts with tags, lists, and field mapping.
    271 
    272 = How do imports work? =
    273 
    274 CSV imports, WordPress user sync, WooCommerce customer import, and connectors for popular CRMs (Pro). Field mapping with preview, error handling, and dry-run mode.
    275 
    276 = Does DoubleScale slow down the public site? =
    277 
    278 No. The frontend impact is minimal — heavy work (campaign sends, automation processing, tracking ingestion) runs in the admin and in background tasks (Action Scheduler).
    279 
    280 = Can my team collaborate in DoubleScale? =
    281 
    282 Yes. Multiple users can work simultaneously, with role-based access, ownership-aware filtering (e.g., sales rep view), and in-app notifications.
     234It offers the core scheduling experience: availability rules, embeddable booking pages, confirmations, reminders and automatic time zones. The difference is that every booking lands on the contact record, can start an automation and stays in your own database. Paid bookings, waiting lists and calendar sync are available in Pro.
     235
     236= Can the helpdesk replace Help Scout, Zendesk or Freshdesk? =
     237
     238For many small and growing teams, yes. You get a shared ticket inbox with statuses, priorities, tags, internal notes, agent assignment, attachments, email notifications, reports and a customer support portal. Pro adds email-to-ticket through IMAP, custom ticket fields, auto close and an incoming webhook. Because tickets sit next to sales and marketing data, agents always see the full customer history.
     239
     240= Can customers open tickets from my website? =
     241
     242Yes. Add the `[doublescale_support_portal]` shortcode to any page for a dedicated support portal, or use the `[doublescale_client_portal]` shortcode to give customers one place for their tickets, proposals, invoices and bookings. The client portal page is created automatically when you activate the plugin.
     243
     244= How do team roles work? =
     245
     246DoubleScale adds scoped roles so each person sees only what they need: CRM Manager, Sales Manager and Sales Rep (Pro), Project Manager and Project Member (Pro), Support Manager and Support Agent, Booking Manager and Booking Agent, and Automation Manager and Automation Agent. For example, a sales rep sees only their own deals, a support agent works on their assigned tickets, and an automation agent manages only the workflows they created. Site administrators have full access, users can hold several roles, and each person chooses their own notifications.
     247
     248= Which form plugins are supported? =
     249
     250Fifteen form builders. Four are included in the free plugin: [Contact Form 7](https://doublescale.io/integrations/contact-form-007/), [WPForms](https://doublescale.io/integrations/wpforms/), [Fluent Forms](https://doublescale.io/integrations/fluent-forms/) and [Quill Forms](https://doublescale.io/integrations/quill-forms/). Eleven more come with Pro: [Elementor Forms](https://doublescale.io/integrations/elementor/), [Gravity Forms](https://doublescale.io/integrations/gravity-forms/), [Ninja Forms](https://doublescale.io/integrations/ninja-forms/), [Formidable Forms](https://doublescale.io/integrations/formidable-forms/), [Forminator](https://doublescale.io/integrations/forminator-forms/), [MetForm](https://doublescale.io/integrations/metform/), WS Form, Bit Form, SureForms, eForm and JetFormBuilder. Submissions create or update contacts with tags, lists and mapped fields.
     251
     252= How do I import my existing contacts? =
     253
     254Import from a CSV file with field mapping and a preview, sync WordPress users, or import WooCommerce customers. Pro adds connectors for other CRMs and email platforms, such as ActiveCampaign.
     255
     256= Will DoubleScale slow down my website? =
     257
     258No. Heavy work such as campaign sending, automations and tracking runs in the background through Action Scheduler, so your public pages stay fast.
     259
     260= Where can I learn how to use it? =
     261
     262Watch the step-by-step video tutorials on the [DoubleScale YouTube channel](https://www.youtube.com/@DoubleScale-CRM), or open **Watch Tutorial** inside the plugin. Documentation and setup guides are at [doublescale.io/docs](https://doublescale.io/docs/).
    283263
    284264= How do I get help? =
    285265
    286 Documentation and setup guides: [doublescale.io](https://doublescale.io). Community support via WordPress.org. Pro tiers include email and priority support.
     266Free support is available in the WordPress.org forum. DoubleScale Pro includes email and priority support.
    287267
    288268== Changelog ==
    … …  
    399379- Show CSV in uppercase on the contact import wizard
    400380
    401 = 1.3.32 = 18 Sep 2026
    402 - Add a global email opt-out for subscriptions
    403 - Hide analytics reports when their related modules are turned off
    404 - Mark campaigns that sent to nobody as failed, with the real reason
    405 - Record why a campaign message failed on the message itself
    406 - Report the audience a campaign was sent to, not today's list
    407 - Clean up scheduled tasks when a campaign is deleted
    408 - Cache WhatsApp template fetches instead of hitting Meta on every request
    409 - Keep list/tag filters targeting their own list when no mode is set
    410 - Add a Projects tab on contact and deal records
    411 - Let booking hosts leave remote calendars without picking a default
    412 - Show remote calendars as a full-screen panel
    413 - Match proposal and invoice PDFs to the chosen templates
    414 - Revoke credit-note applications when a payment is deleted
    415 - Keep advanced filter edits in draft until applied
    416 - Return to the contacts list after leaving a contact
    417 - Improve sales document navigation, notices, and submission feedback
    418 - Detect the delimiter when importing contacts from CSV
    419 - Keep campaign recipient OR groups intact when loading the audience
    420 - Show applied filters as removable chips on contact and other tables
    421 
    422 = 1.3.31 = 14 Sep 2026
    423 - Call out newsletter, email marketing, SMS marketing, and WhatsApp marketing as separate channels in the description
    424 - Resend failed campaign messages from campaign analytics
    425 - Improve campaign recipient filters and the campaign review step
    426 - Keep contact filters and contact-scoped automation rules working when the Automations module is off
    427 - Auto-save templates without changing their visibility
    428 - Improve automation failure handling, action results, and process recording
    429 - Show progress for bulk contact actions
    430 - Improve sales view navigation and filters
    431 - Fix media modal stacking in the editor
    432 
    433 = 1.3.30 = 12 Sep 2026
    434 - Preserve campaign sender settings and reusable templates when applying an email template
    435 - Keep failed-email retry actions visible across campaign analytics pages
    436 - Show historical campaign emails safely when their contact is no longer available
    437 - Schedule relative automation delays from the current elapsed time
    438 - Apply bulk contact actions to every contact matching the active filters
    439 - Sort contact tags and lists alphabetically and preserve Arabic text during CSV imports
    440 - Improve client portal style isolation and responsive layouts
    441 
    442 = 1.3.29 = 11 Sep 2026
    443 - Skip default email footer when body already contains an unsubscribe link
    444 
    445 = 1.3.28 = 10 Sep 2026
    446 - Allow CSV contact import without an email column
    447 - Keep large CSV imports from dying mid-file
    448 - Repair table columns that migrations marked as applied but never added
    449 - Stop invoice creation from fataling when a column is missing
    450 - Auto-create WordPress pages for DoubleScale shortcodes
    451 - Improve booking host availability when resolving calendars
    452 - Keep the return path when navigating away from an automation
    453 - Improve how custom field values show on the contact info card
    454 
    455 = 1.3.27 = 9 Sep 2026
    456 - Rename the plugin to All-in-One CRM with multi-channel marketing in the title
    457 - Show every supported form type even when the builder plugin is inactive
    458 - Add a Mobile app tab on Discover Pro, for Plus and Enterprise plans only
    459 - List Stripe, PayPal, Square, Mollie, Razorpay, and Authorize.Net on Discover Pro integrations
    460 - Update SMTP mailer documentation links
    461 
    462 = 1.3.26 = 9 Sep 2026
    463 - Detect WPForms Lite (`wpforms-lite/wpforms.php`) on the Forms type picker, not only WPForms Pro
    464 - Sync missing table columns from the current CREATE definitions so upgrades do not depend on chained ALTER migrations
    465 - Include proposal terms, sections, signatures, and related sales columns on the base tables
    466 - Return a proper error when a proposal cannot be saved instead of a fatal
    467 - Add Google/Outlook remote calendars for booking, including a loading state and clearer connection errors
    468 - Isolate booking data per multisite blog and provision host calendars on each site
    469 - Show Connect to remote calendars for network super admins on subsites
    470 - Stop deleting a contact from leaving orphaned bookings
    471 - Add a booking shortcode for embedding scheduling on the front end
    472 - Add contact merge with conflict resolution, and offer the existing contact when creating a duplicate
    473 - Email a configured address after an automatic contact merge
    474 - Support WhatsApp template headers, buttons, and interactive sub-types
    475 - Improve long text in admin tables and shared fetch-generation state in the UI
    476 - Fix Action Scheduler heartbeat updates when the task meta row is missing
    477 
    478 = 1.3.25 = 5 Sep 2026
    479 - Add a Coming Soon section on Discover Pro for Membership, LMS, and Community modules
    480 - Fix MCP task-type schema so clients keep the task tools (enum of stored keys, not labels)
    481 - Detect WPForms Lite correctly when registering form automation triggers
    482 - Log a warning when form field mapping produces no email so skipped contacts are easier to diagnose
    483 - Standardize casing in the translation template
    484 
    485 = 1.3.24 = 3 Sep 2026
    486 - Move invoices and payments out of Discover Pro; subscriptions are no longer listed as a Pro feature
    487 - Prevent double registration of recurring sales and support cleanup tasks
    488 - Keep sidebar submenus collapsed when the user closes them
    489 - Hide the extra Pro notice on shared mailbox settings
    490 
    491 = 1.3.23 = 3 Sep 2026
    492 - Add link settings in the email builder
    493 - Support live builder JSON in the email builder
    494 - Add link-related translation strings
    495 
    496 = 1.3.22 = 31 Aug 2026
    497 - Add EmailNotOpened trigger for automation workflows
    498 - Enhance sticky note functionality with resizing capabilities in automation builder
    499 - Enhance drag-and-drop functionality for saved blocks and sections
    500 - Improve date filtering with DateWithin utility
    501 - Add "Save & Exit" functionality in email campaign builder
    502 - Enhance link styling in email text blocks for better rendering
    503 - Improve notice handling in WorkflowSidebar component
    504 - Update React Flow styles for better UI consistency
    505 - Implement online payment availability check for Pro users
    506 - Refactor EmailNotOpened trigger source and group properties
    507 - Fix: Remove 'My Blocks' entry and add 'My Sections' in translation file
    508 - Fix: Update title in LayoutItems component for clarity
    509 - Fix: Standardize message casing in localization files
    510 - Enhance error handling and localization messages across components
    511 
    512 = 1.3.21 = 26 Aug 2026
    513 - Render the client portal shortcode on the page instead of replacing the whole canvas, and isolate layout from the host theme
    514 - Escape email image sources with esc_attr so merge tags and data URIs survive rendering
    515 
    516 = 1.3.20 = 26 Aug 2026
    517 - Keep email text-block list alignment in line with the block setting (strip leftover inline text-align on lists)
    518 - Resolve {{ASSETS_URL}} and image sources when rendering emails so plugin assets load in sent mail
    519 
    520 = 1.3.19 = 26 Aug 2026
    521 - Revamp the client portal: document status filters, projects Kanban, helpdesk inbox, dashboard calendar, and mobile tab navigation
    522 - Group outstanding portal balances by currency instead of mixing amounts
    523 - Use only the email text-block color and font size (strip leftover inline styles)
    524 - Add Zapier integration setup instructions
    525 - Embed contract, invoice, and proposal views inside the portal
    526 
    527 = 1.3.18 = 26 Aug 2026
    528 - Fix IMAP inbox polling crash on PHP 8.1+ hosts that have the IMAP PHP extension installed
    529 
    530 = 1.3.17 = 26 Aug 2026
    531 - Stop blocking IMAP mailbox save on SMTP ports (587/465/25) so the port you enter is stored as-is
    532 - Keep IMAP SINCE search fallback when a server returns no results for date-filtered unseen mail
    533 
    534 = 1.3.16 = 26 Aug 2026
    535 - Reject SMTP sending ports (587/465/25) in IMAP mailbox settings and recover when IMAP SINCE searches return empty
    536 - Always offer Custom IMAP for the shared inbox, even when Gmail or Outlook is used for sending
    537 - Add WhatsApp automatic keyword unsubscribe (STOP-style opt-out)
    538 - Restrict contact deletion by role so Sales Reps cannot delete contacts
    539 - Track campaign contact eligibility by channel (email, SMS, WhatsApp)
    540 - Improve sales line-item product selection, email builder overlays, and automation canvas clicks
    541 
    542 = 1.3.15 = 24 Aug 2026
    543 - Ship a committed SMTP includes classmap so mailer classes load on WordPress.org / Linux installs without root vendor/
    544 
    545 = 1.3.14 = 24 Aug 2026
    546 - Fix SMTP provider autoloading on case-sensitive hosts (SendLayer and other mailers fatal when root Composer vendor is absent)
    547 
    548 = 1.3.13 = 24 Aug 2026
    549 - Allow alphanumeric zip / postal codes (string up to 150 characters) on contacts and automation field updates
    550 - Fix SureCart integration namespace casing so product rules and contact purchase history load correctly
    551 - Clean up contact and sales schema migrations (rename contact migration classes; remove unused SalesTagIdsColumn migration)
    552 - Update translation catalog
    553 
    554 = 1.3.12 = 24 Aug 2026
    555 - Update Extensions catalog: ship White Labeling icon, resolve addon images from free assets, and hide unreleased AI Assistant / Subscriptions cards
    556 - Fix Zapier add-on plugin path resolution across folder naming conventions
    557 - Refresh plugin title and short description branding
    558 
    559 = 1.3.11 = 24 Aug 2026
    560 - Ship Integrations catalog icon assets with the WordPress.org package (Slack, Stripe, PayPal, Twilio, Square, Mollie, Razorpay, Authorize.Net, Meta WhatsApp, Zapier)
    561 - Keep typeform/jotform icons included as before
    562 
    563 = 1.3.10 = 24 Aug 2026
    564 - Fix schema indexes for utf8mb4 hosts with the 1000-byte key length limit (migrations tracker, task_meta, contacts phone/WhatsApp uniques, and related tables)
    565 - Log failed table creation after dbDelta instead of failing silently
    566 - Skip task_meta scheduling when the table is missing to avoid flooding error logs on broken installs
    567 - Update translation catalogs and improve string handling
    568 - Improve Integrations card layout and Slack integration instructions/icons
    569 
    570 = 1.3.9 = 20 Aug 2026
    571 - Fix WordPress.org release packaging for the 1.3.8 tag (remove accidental nested trunk directory)
    572 
    573 = 1.3.8 = 20 Aug 2026
    574 - Add multi-currency support for sales documents, including Egyptian Pound (EGP) and settled-value locking on proposals/invoices
    575 - Add payment gateway integrations: Square, Mollie, Razorpay, and Authorize.Net (alongside existing gateways)
    576 - Split the Integrations catalog into Payments, Messaging, Forms, and Automation tabs
    577 - Expand MCP / Abilities: bulk contact and activity writes with dry-run validation, richer tools, and stronger API key permissions
    578 - Add Link Trigger controls in the rich text editor and toolbar for automation-ready tracked links
    579 - Improve invoice and proposal status management
    580 - Improve automation workflow interactions, condition settings, and email builder / automation editor dialogs
    581 - Improve test-email click/open tracking
    582 - Polish settings and notification preferences layout, icons, and shared UI components
    583 
    584 = 1.3.7 = 17 Aug 2026
    585 - Ship a complete Brazilian Portuguese (pt_BR) translation catalog for the free plugin
    586 - Rebuild script translation JSON when Loco saves a catalog so React admin strings update without a manual make-json
    587 - Improve internationalization coverage across admin UI components
    588 - Resolve merge tags correctly when rendering invoice/proposal PDFs and print output
    589 - Improve sales dialogs and dropdown menus (focus/outside-click handling, InfiniteScrollSelect accessibility)
    590 - Improve lead scoring layout/RTL direction handling and advanced-filter clear action
    591 - Polish react-select menus in contact field mapping and rule-builder connectors
    592 
    593 = 1.3.6 = 15 Aug 2026
    594 - Add built-in MCP server so AI clients (Claude, Cursor, and compatible tools) can operate DoubleScale via API keys
    595 - Add MCP settings: enable/disable endpoint, issue keys for eligible users, Application Password auth, Windows setup, and emailable connection instructions
    596 - Expand WordPress Abilities API tools across contacts, documents, marketing, booking, and forms, with module/role gates and input validation on writes
    597 - Improve inactive-module tool errors and MCP tool-name mapping for external clients
    598 - Add bulk email click tracking and fix click-redirect URL sanitization (preserve percent-encoded destinations)
    599 - Open duplicated invoices/proposals in the edit dialog instead of navigating away
    600 - UI polish: select menu overlays/z-index, react-select focus styles, calendar button spacing, and shared alert icons
    601 
    602 = 1.3.5 = 12 Aug 2026
    603 - Add company fields to contacts: Company Name, Company Registration Number, and Tax / VAT Number
    604 - Improve contact information and dialog UI consistency (shared icons and CustomDialogHeader)
    605 - Improve dialog layout and z-index stacking across automation, booking, and contact screens
    606 
    607 = 1.3.4 = 11 Aug 2026
    608 - Add email preview for automation steps so you can review builder content before sending
    609 - Add file attachments in the Email Builder (lead magnets) with clearer validation and error feedback
    610 - Improve merge-tag resolution reliability in outbound emails
    611 - Show the Link Trigger selector on Link Trigger Clicked automations
    612 - Add WooCommerce “Orders Purchased From Brands” automation rule
    613 - Add content sections and terms fields for invoices and proposals
    614 - Add invoice recurrence support (links to Pro Recurring Invoices)
    615 - Enhance WhatsApp automation messaging UX (free-form steps, trigger switch confirmations)
    616 - Fix dialog/alert centering and z-index stacking, including RTL-friendly layout
    617 - Fix Switch thumb travel in RTL layouts
    618 - UI polish: export modal checkboxes and admin content overflow handling
    619 
    620 = 1.3.3 = 09 Aug 2026
    621 - Fix Link Trigger tag/list updates on click for bulk and curl-multi campaign emails by injecting per-recipient track-id into tracked links
    622 - Ensure bulk/curl-multi recipient variables include hash_key, open-tracking pixel, and unsubscribe URL
    623 - Add Send Test Email for automation email actions so you can preview content before saving
    624 - Add Product Catalog module (Pro) for reusable products/services on invoices, proposals, and credit notes
    625 - Reorganize automation trigger/action categories (Email, Messaging, Booking, Projects) with clearer icons and grouping
    626 - Standardize SMS labeling and prune empty automation source categories for a cleaner picker
    627 - Revamp document Template Gallery and Style Editor layout, including a clearer color picker
    628 - Improve elevated invoice/proposal dialogs and nested select menus (z-index / overflow)
    629 - Show Advanced Filters in Free as a discoverable disabled control (Pro-gated)
    630 - UI polish: shared icons, DatePicker chrome, modal button styles, and support inbox empty states
    631 
    632 = 1.3.2 = 04 Aug 2026
    633 - Add Projects automation triggers and actions (create/update/complete projects, owner/status/custom field changes, comments, due/overdue, and deal conversion)
    634 - Improve automation trigger/action picker: prune inactive integrations, clearer source categories (modules/messaging/webhooks), and better grouping UI
    635 - Bump automations manifest cache key so project automation stubs load cleanly
    636 - Rebuild support inbox with a DataTable for ticket management; polish mailboxes UI and Pro feature indicators
    637 - Improve support email notification HTML formatting
    638 - Show proposal totals (total/accepted/open) on the contact Sales tab
    639 - Fix invoice and proposal dialogs appearing under fullscreen shells (elevated z-index)
    640 - Improve Integrations catalog icons and visibility handling; remove unused Evolution API integration stubs
    641 
    642 = 1.3.1 = 03 Aug 2026
    643 - Add automation enrollment history endpoint and show prior-enrollment hints when running a workflow manually
    644 - Rename automation “Run test” to “Run manually” for clearer UX
    645 - Add a dedicated Import Workflows modal for automation management
    646 - Add new project/status icons and refine checkbox styling
    647 - Small UI polish for page tabs, activity timeline filters, and progress styling
    648 
    649 = 1.3.0 = 02 Aug 2026
    650 - Hide Pro-only tabs, pages, and actions entirely in the free version instead of showing locked cards or upgrade prompts (automations, booking, helpdesk, sales, mailbox, integrations, extensions, dashboard, and more)
    651 - Add a new "Discover Pro" page cataloging every Pro feature by category, with links to the live demo and pricing
    652 - Add automation test run: preview a workflow without enrolling real contacts
    653 - Add sticky canvas notes on the automation workflow builder
    654 - Add bulk export and import for automations/workflows
    655 - Improve bulk import error handling and UI feedback for automations
    656 - Add server-side sorting for contacts, lists, tags, forms, campaigns, and automations
    657 - Add per-user CRM landing path and improved role-aware navigation after login
    658 - Enhance user role management and capability checks in the admin shell
    659 - Add email tracking track-id support for more reliable open/click attribution
    660 - Add text direction (LTR/RTL) support in the email builder TextBlock
    661 - Add Send Test Email popover in the email builder
    662 - Improve localization and translation handling across admin components
    663 
    664 = 1.2.19 = 31 Jul 2026
    665 - Add timezone configuration for more accurate date/time handling
    666 - Add duplicate and status-update actions for invoices and proposals
    667 - Add Save as Draft when sending invoices/proposals
    668 - Add copy public link for proposals
    669 - Add hex color input in document template style editor
    670 - Validate manual document numbers for proposals and invoices
    671 - Improve localization/translation loading across admin UI components
    672 - Restore plugin title branding (Alternative to HubSpot & GoHighLevel)
    673 
    674 = 1.2.18 = 29 Jul 2026
    675 - Add task automation triggers and actions
    676 - Improve Automations UI with tabbed action categories, clearer trigger groups (including e-commerce and Pro form vendors), and better empty-group handling
    677 - Add settings-only integration handling in the Integrations UI
    678 - Add Zapier integration support assets
    679 - Fix CSV importer mapping so mapped fields are not dropped
    680 - Improve custom fields: scope filtering and always persist the required state
    681 - Add company and legal identification fields to contacts and documents
    682 - Add custom contact avatars and improve contact field filtering in the UI
    683 - Add Contacts Analytics to the navbar
    684 - Add calendar week-start setting and improve calendar event handling/UI
    685 - Improve proposals/invoices tax display order and document preview scaling
    686 - Add mobile device REST endpoints and notification preference updates
    687 - Add role descriptions in the team manager modal and refine project role capabilities
    688 - Improve white-label visibility controls and admin menu icon handling
    689 - Rename Support references to Helpdesk in navigation/UI where applicable
    690 - Add Arabic text processing support (ar-php)
    691 - Update plugin title/description branding and Tested up to WordPress 7.0.2
    692 
    693 = 1.2.17 = 27 Jul 2026
    694 - Ship form-provider logos (form-types, Typeform, Jotform) in the WordPress.org package so Automations and Integrations icons load correctly
    695 - Load Typeform/Jotform logos from the free plugin assets instead of requiring Pro asset paths
    696 - Update plugin title/description branding and Tested up to WordPress 7.0.2
    697 
    698 = 1.2.16 = 26 Jul 2026
    699 - Harden Settings access for CRM Manager + Sales Rep multi-role users: compute the limited-settings gate on the server and treat manage_options / CRM Manager role membership as full access
    700 - Fix notification retention controls incorrectly treating CRM Managers who also hold Sales Rep as sales-only
    701 
    702 = 1.2.15 = 26 Jul 2026
    703 - Fix Settings page restricting CRM Managers / admins to Mailbox and Notifications when they also have the Sales Rep capability — prefer the higher role
    704 - Keep full notification settings available for CRM Managers who also hold Sales roles
    705 - Update contact details Proposals and Invoices tabs to use the same brand icons as the Proposals and Invoices pages
    706 - Split the contact Sales tab into separate Proposals and Invoices tabs for clearer navigation
    707 
    708 = 1.2.14 = 22 Jul 2026
    709 - Fix SQL errors when disabled modules (Projects, Booking, Deals, Support, Documents, Tasks) have no database tables yet — skip those queries instead of failing
    710 - Harden module storage readiness checks (escape table-name LIKE wildcards; never surface raw missing-table SQL in the contact deletion impact UI)
    711 - Guard dashboard aggregates, portal counts, and contact-delete cascades so missing module tables return empty results safely
    712 - Performance: replace heavy SendGrid, Brevo, and Postmark Composer SDKs with thin HTTP clients to shrink the plugin package and autoload classmap
    713 - Performance: enable webpack code-splitting so admin SPA routes load as async chunks
    714 - Performance: skip heavy admin config localization on non-DoubleScale wp-admin screens
    715 - Performance: version-stamp schema readiness, capability sync, and Action Scheduler schedule checks to avoid repeated per-request probes
    716 - Performance: lazy-load the validator factory and remove the artificial 1.5s delay before the admin SPA mounts
    717 - Streamline contact deletion impact calculation with centralized module readiness helpers
    718 - Add deep-link filters for the Contacts page
    719 - Improve abandoned cart tracking settings and CRM contact sync
    720 - Fix sales invoice payments migration file naming so it runs in the correct order
    721 
    722 = 1.2.13 = 22 Jul 2026
    723 - Rename plugin title to DoubleScale | Self-Hosted CRM & Business Platform (Alternative to HubSpot & GoHighLevel)
    724 - Document modular architecture: enable or disable optional modules from Settings → Modules
    725 - Document Projects module (Pro) with kanban boards, discussions, and Project Manager / Project Member roles
    726 - Clarify that module menus, APIs, background tasks, and role capabilities suspend when a module is disabled
    727 - Add FAQ for enabling and disabling modules
    728 - Rename sales invoice/proposal migrations so they run after base tables are created
    729 - Improve merge tag group registration and filtering in automations
    730 - Resolve deal currency from the stored deal value
    731 - Add storable task status helpers for REST mappings
    732 - Add analytics pages in the dashboard navigation
    733 
    734 = 1.2.12 = 21 Jul 2026
    735 - Fix missing `is_public` column on `doublescale_terms` after upgrade or fresh install
    736 - Ensure Terms table schema includes `is_public` and repair it on every install when absent
    737 - Rename Terms public-column migration so it runs after TermsTable is created
    738 
    739 = 1.2.11 = 21 Jul 2026
    740 - Rename plugin title to DoubleScale | All-In-One Self-Hosted CRM Platform (HubSpot alternative)
    741 - Add project management features with roles, permissions, dashboard integration, and notification preferences
    742 - Add contact file attachments with activity logging
    743 - Enhance proposal and invoice editing, activity associations, currency resolution, and PDF document rendering
    744 - Add business branding configuration with logo upload
    745 - Enhance contact deletion with impact assessment and confirmation
    746 - Improve activity timeline filters and taxonomy/schema management
    747 - Temporarily disable Client Portal module for adjustments
    748 
    749 = 1.2.10 = 12 Jul 2026
    750 - Add JavaScript translation support (JED JSON files) so React dashboard fully translates via Loco Translate / .po files
    751 - Add `make-json` build step for generating JS translation JSON from .po files
    752 - Add dashboard alert for admins and CRM managers when SMTP module is enabled but no connections are configured
    753 - Add translation template (.pot) generation tooling improvements for PHP 7.4 compatibility
    754 
    755 = 1.2.9 = 09 Jul 2026
    756 - Fix Action Scheduler queue monopolization that prevented other plugins (e.g. UpdraftPlus) from scheduling and running background tasks
    757 - Fix incorrect `action_scheduler/cleanup_batch_size` filter hook name (was a no-op, now correctly uses `action_scheduler_cleanup_batch_size`)
    758 - Cap Action Scheduler queue runner time limit to 15 seconds to share execution time with other plugins
    759 - Change scheduled action priority from 0 to default (10) so DoubleScale tasks no longer preempt all other plugins in the queue
    760 - Add missing Action Scheduler groups (booking, push, SMTP) to deactivation cleanup
    761 - Remove global orphaned-claims DELETE that could interfere with other plugins' claim lifecycle
    762 - Add time guard to automated campaign event drain worker to prevent unbounded execution
    763 - Remove blocking sleep calls from OAuth token refresh and SMTP sync to avoid delaying the queue
    764 - Sync Pro cleanup logic with improved emergency-mode thresholds and orphaned-group purging
    765 
    766 = 1.2.8 = 07 Jul 2026
    767 - Add SMTP Bounce Handler tab and restore bounce webhook configuration UI on the Connections page
    768 - Improve SMTP navigation and bounce handling visibility
    769 - Fix mailbox SMTP settings link routing
    770 - Revamp sales settings and contract types management UI
    771 - Add sales pipeline and view mode list preferences for contacts, tags, and lists
    772 - Introduce task entity type and enhance contact activity management
    773 - Improve sales rep activity permissions and activity association handling
    774 - Enhance payment filtering and payment list UI components
    775 - Fix overdue invoice total display in the Invoices list
    776 - Enhance contract, invoice, and proposal document dialogs with updated icons and layout
    777 - Add invoice form dialog and improve invoice management workflow
    778 - Add automation step drag-and-drop reordering in the workflow builder
    779 - Enhance automation analytics and reporting dashboards
    780 - Add saved blocks for reusable email builder sections
    781 - Add Jotform and Typeform form submission automation triggers and integration setup guides
    782 - Add PayPal and Typeform entries to the integrations catalog
    783 - Add WhatsApp phone field on contact records
    784 - Improve contact list columns, tooltips, and localization
    785 - Improve Action Scheduler task cleanup on plugin activation and deactivation
    786 - Move comparison page links into the plugin description for better WordPress.org discoverability
    787 - Add translation-ready language files in `languages/` for Loco Translate, WPML, and other translation plugins
    788 
    789 = 1.2.7 = 30 Jun 2026
    790 - Add sales document approval workflow with discount validation for proposals, contracts, and invoices
    791 - Add sales rep permissions and read-only payment handling
    792 - Add per-user list preferences for contacts, tags, and lists views
    793 - Add optional email and phone support for contacts with unique phone and WhatsApp number enforcement
    794 - Add Phone-as-WhatsApp setting for contact management
    795 - Add WooCommerce order integration and revenue tracking on contact profiles
    796 - Add WooCommerce customer import WhatsApp phone mapping
    797 - Add EDD order status constants and improved revenue queries
    798 - Add CRM contact creation option for abandoned cart recovery
    799 - Add subscription management enhancements with public list visibility and list status
    800 - Add ContactSubscribed goal and trigger improvements with subscription type handling
    801 - Add automation trigger documentation callouts and featured trigger status
    802 - Add booking access permission improvements and user role checks
    803 - Add WhatsApp opt-out and resubscription keyword settings with enhanced unsubscribe messaging
    804 - Improve webhook processing and result normalization
    805 - Improve Checkbox and Radio custom field validation and sanitization
    806 - Improve contact list column visibility, status display, and bulk list/tag modals
    807 - Improve input, dialog, and email settings UI with focus management and consistent styling
    808 - Improve WordPress.org readme with integration and comparison page links
    809 
    810 = 1.2.6 = 24 Jun 2026
    811 - Add PayPal payment gateway support for online invoice payments
    812 - Improve Outlook SMTP connections with Microsoft Graph for inbound email retrieval
    813 - Add email attachment handling and display in contact email activity
    814 - Allow editing logged email activity from the contact timeline
    815 - Improve phone number handling across contact management and import
    816 - Revamp customer support portal ticket list and detail views
    817 - Add ticket detail modal to the admin support inbox with CC recipient improvements
    818 - Add contacts list column visibility preferences
    819 - Add automation workflow duplication and step duplicate actions (Pro)
    820 - Add automation workflow import and export (Pro)
    821 - Add Contact Information Updated trigger and Update Contact Fields automation action
    822 - Add User Billing Phone merge tag and new invoice/proposal/credit note notification merge tags
    823 - Add credit note triggers and rules to sales automations
    824 - Improve custom field validation and normalization
    825 - Update GDPR messaging and customer notifications in abandoned cart settings
    826 - Improve dashboard redirects and module-aware navigation for user roles
    827 - Add ScrollableMenuList for long dropdown menus across the admin UI
    828 
    829 = 1.2.5 = 23 Jun 2026
    830 - Fix sent email text block styling so color, font size, and font family match the email builder preview
    831 - Add phone number field mapping for customer import
    832 - Redesign support inbox with filter dialog, improved bulk actions, and refreshed styling
    833 - Improve booking event cards, date/time picker, and event action dialogs for mobile
    834 - Enhance booking email notifications with safe HTML intros and merge tag support
    835 - Add credit note merge tags and configurable email intro in Sales settings
    836 - Improve booking ShareModal layout and responsiveness for embed and share links
    837 - Update Card, StatusPill, and EmailNotification components for layout consistency
    838 - Fix automation trigger paths for messaging components
    839 
    840 = 1.2.4 = 22 Jun 2026
    841 - Fix email builder text block font size so the canvas matches the Font Size field (remove heading multiplier scaling)
    842 - Apply consistent default font sizes when switching text styles (H1, H2, H3, paragraph, small)
    843 
    844 = 1.2.3 = 22 Jun 2026
    845 - Fix booking calendar provisioning errors on multisite when the booking tables are not yet created
    846 - Fix email builder text block heading sizes conflicting with the block font size
    847 
    848 = 1.2.2 = 11 Jun 2026
    849 - Fix email builder text blocks not appearing in the free version when adding or editing content on the canvas
    850 - Add demo, website, and documentation links at the top of the plugin readme
    851 
    852 = 1.2.1 = 19 Jun 2026
    853 - Fix fatal error when updating the free plugin while an older DoubleScale Pro build is still active (legacy booking payment gateway compatibility)
    854 - Show an admin notice when DoubleScale Pro needs updating to 1.1.0 or newer
    855 
    856 = 1.2.0 = 19 Jun 2026
    857 - New Sales workspace: proposals, invoices, contracts, credit notes, and subscription billing (Pro)
    858 - Convert proposals to invoices, track payment history, and manage line items with tax settings
    859 - Sales automations: contract triggers, document-ready module checks, and merge tags for proposals and invoices
    860 - Unified attachment management across sales documents and support tickets
    861 - Admin calendar aggregating bookings, sales, and cross-module events in one view
    862 - Customer portal foundation: document access, payment history, subscriptions, and calendar (portal module temporarily disabled while final adjustments ship)
    863 - Improved contact custom fields: validation, required-field handling, and deal custom fields in the pipeline
    864 - Email builder: insert sections in the canvas, richer text block styling and color controls, RichTextEditor placeholders, and footer merge tag extraction
    865 - Support: "View Ticket" button in notification emails and clearer agent attribution on customer ticket views
    866 - Booking: UTC-safe meeting date-time storage and broad layout/responsiveness improvements across calendars and modals
    867 - Meta WhatsApp: clearer account registration error handling
    868 - Settings: improved encryption handling for stored credentials
    869 - Pro feature gates for invoices, payments, and related sales surfaces
    870 - Admin UI: DataTable configuration options, mobile responsiveness, and layout polish across campaigns, automations, booking, support, and sales screens
    871 
    872 = 1.1.9 = 15 Jun 2026
    873 - Fix Pro form integrations (Gravity Forms, Elementor, Ninja Forms, etc.) staying locked when DoubleScale Pro is active
    874 - Fix Outlook OAuth scope for consumer Microsoft accounts so IMAP/SMTP connections are not rejected
    875 - Fix email builder text blocks losing content when clicking columns or sections before typing
    876 - Add module storage readiness checks for automation rules (completed/entered automation, lead score level) and sales merge tags so queries are skipped when a module or its database table is not ready
    877 - Add mobile step progress indicator to the SMTP connection wizard
    878 - Improve admin layout and responsiveness across contacts, forms, campaigns, SMTP, support, integrations, license, import/export, and debugging screens
    879 - Refine PageHeader, HeaderBar, DataTableActions, DialogFooter, and dashboard card components for consistent spacing and accessibility
    880 - Update Mailbox settings to use PageTabs for clearer channel management
    881 - Improve Contact Analytics, Email Stats, and Support Reports layouts
    882 
    883 = 1.1.8 = 13 Jun 2026
    884 - Fix intermittent fatal error when activating the plugin
    885 - Fix loading splash screen flashing unstyled content on first paint
    886 - Fix contact import list and tag assignment
    887 - Improve WordPress user import first and last name mapping
    888 
    889 = 1.1.7 = 12 Jun 2026
    890 - Fix custom fields type dropdown showing no options when adding fields
    891 - Fix email builder font size input clamping while typing
    892 - Prevent text block content loss when selecting columns or sections in the email builder
    893 
    894 = 1.1.6 = 12 Jun 2026
    895 - Remove Signature block from the email builder block registry
    896 - Add autosave for text blocks in the email builder
    897 
    898 = 1.1.5 = 11 Jun 2026
    899 - Fix email builder font size input only accepting extreme values while typing
    900 - Always show Generate With AI on the campaign templates step
    901 
    902 = 1.1.4 = 11 Jun 2026
    903 - Fix campaign setup step subject and preview text not saving after editing and returning to the step
    904 - Rename Support to Helpdesk across modules and admin UI
    905 - Refine Control Modules settings with module cards and clearer grouping
    906 - Update booking Connect button styling to match secondary actions
    907 - Improve template save handling for legacy API subject fields
    908 - Re-enable AI Assistant in the extensions store
    909 
    910 = 1.1.3 = 11 Jun 2026
    911 - Auto-install and activate DoubleScale Pro after a valid license is activated
    912 - Show Pro plugin install and active status on the license settings page
    913 - Add Install & Activate and Activate fallback buttons when auto-install does not complete
    914 - Fix license page action buttons that were permanently disabled
    915 
    916 = 1.1.2 = 11 Jun 2026
    917 - Add Booking Manager and Booking Agent roles with scoped permissions for dedicated booking staff
    918 - Extend team management UI with booking role assignment and module-aware gating
    919 - Improve user role system to support multiple concurrent roles with merged capabilities
    920 - Scope booking settings access to users with booking management or CRM manager capabilities
    921 - Allow Sales Manager and Sales Rep roles access to the dashboard
    922 - Update brand color system to support white-label CSS variable overrides
    923 - Fix white-label addon plugin file path resolution
    924 - Remove Zapier and AI Assistant addons from store (not yet available)
    925 
    926 = 1.1.1 = 10 Jun 2026
    927 - Add Forms module to free plugin with 4 integrations: Contact Form 7, WPForms, Fluent Forms, and Quill Forms
    928 - Add form type selector showing all 15 integrations with Pro badges and install-status hints
    929 - Add horizontal notification preference categories with module icons
    930 - Hide email channel for Booking notifications (uses its own email settings)
    931 - Fix contact field mapping order (contact field on left, form field on right)
    932 - Fix "Manage Custom Fields" button not redirecting to Settings → Custom Fields
    933 - Sort form type cards by active/installed status first
    934 - Update readme with detailed Forms and Automations integration lists
    935 
    936 = 1.1.0 = 9 Jun 2026
    937 * New: Support helpdesk module — ticket-based customer support with mailbox channels, IMAP email piping, customer portal, and agent inbox
    938 * New: Ticket workflows with priority, status, tags, CC management, and bulk actions (assign, close, merge, tag)
    939 * New: Mailbox management — multiple mailbox channels (web and IMAP), default mailbox selection, and ticket movement between mailboxes
    940 * New: File attachments on support tickets with signed secure downloads and configurable size limits
    941 * New: Ticket custom fields and guest access for unauthenticated customers
    942 * New: Support reports dashboard for ticket volume and resolution metrics
    943 * New: Email notifications with threading and subject tagging for ticket replies
    944 * New: Support automation triggers — ticket created, ticket status changed — connect to the visual automation engine
    945 * New: Dedicated support roles (Support Agent, Support Manager) with scoped permissions
    946 * New: Saved replies and per-ticket activity logging
    947 * New: Automation workflow versioning
    948 * New: Module dependency checks and labels in automation builder
    949 * New: Module status endpoints for mobile app integration
    950 * Improvement: Booking host deduplication for team calendars
    951 * Improvement: Team calendar member validation
    952 * Improvement: IMAP client now counts recent unseen emails
    953 * Improvement: Step insertion logic maintains end_automation order in workflows
    954 * Improvement: Analytics menu and submenu items now visible in free version with Pro upgrade notices
    955 * Improvement: WhatsApp tab visible in contact details with Pro feature notice
    956 * Improvement: Export contacts gated as Pro feature
    957 * Fix: Settings SMTP tab removed (already available as dedicated sidebar item)
    958 * Fix: Mobile App settings tab hidden until feature is available
    959 * Fix: ProtectedRoute and navigation gate respect alwaysRegister flag
    960 
    961 
    962 = 1.0.2 = 3 Jun 2026
    963 - Fix booking issue
    964 - Fix assets issue
    965 - Fix templates issue while creating a new campaign
    966 
    967 = 1.0.0 =
    968 * All-in-one launch — nine first-class modules in one plugin:
    969   * CRM with full activity timeline (emails, SMS, WhatsApp, deals, bookings, pageviews, form submits, automations — one chronological view)
    970   * Deals & pipelines (drag-and-drop kanban, weighted forecasting, multi-pipeline)
    971   * Email, SMS, and WhatsApp campaigns
    972   * Email sequences (drip campaigns) with delays, conditional branches, and goal-based exits
    973   * Booking (calendars, availability, embeddable pages)
    974   * Tasks (team task management linked to contacts and deals)
    975   * SMTP routing with 20+ providers and automatic failover
    976   * Unified inbox for email, SMS, and WhatsApp
    977   * Analytics, reports, and dashboards
    978 * Visual automation engine with 11+ trigger types — including WhatsApp received, SMS received, deal stage changed, lead score crossed, link clicked — connecting every module
    979 * 50+ integrations across WooCommerce, EDD, SureCart, LMS plugins (LearnDash, Tutor LMS, LifterLMS, LearnPress), membership plugins (MemberPress, Paid Memberships Pro), 15 form builders, 20+ SMTP providers, Twilio, Meta WhatsApp, Presto Player, Slack, HubSpot, Pipedrive, ActiveCampaign, GoHighLevel, and more
     381The full history of earlier versions is in [changelog.txt](https://plugins.svn.wordpress.org/doublescale/trunk/changelog.txt).
    980382
    981383== Upgrade Notice ==
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