PrimoCRM

Description

PrimoCRM is a CRM and email-marketing system that runs entirely inside your WordPress dashboard. No third-party SaaS, no per-contact pricing, no data leaving your server. Your contacts, campaigns and automations are yours, stored in your own database.

Manage your audience, send broadcast campaigns, build drip sequences, capture leads with forms, and wire it all together with a visual, no-code automation builder. Sending runs through a background queue, so large sends are batched and throttled instead of timing out on a single request.

Everything you get for free

• Contact management, unlimited contacts, lists, tags and segments. Import and export your audience as CSV.
• Email campaigns, compose and send broadcast newsletters to any list or segment, with open and click tracking.
• A background sending engine, emails are queued and sent in throttled background batches via WP-Cron, with a self-healing queue health check so a stalled send never silently drops mail.
• Email sequences, build automated drip series that nurture contacts over days or weeks.
• Visual automations, a drag-and-drop builder with triggers (form submitted, tag applied, contact created, and more) and actions (send email, add note, add/remove tag, add to list, and more).
• Lead-capture forms, build native forms that create or update contacts and fire your automations.
• Email templates, save and reuse branded templates with merge tags / smart codes (business name, unsubscribe link, manage-subscription link, and more).
• Dashboard analytics, contact growth, send volume and engagement over time.
• Send through PHP Mail or your own SMTP, use the WordPress default mailer or point PrimoCRM at any custom SMTP host.
• One-click migration from FluentCRM, bring your existing contacts, lists and tags across.
• No usage caps, build as many automations, sequences, forms and templates as you need. Nothing is metered.
• Privacy-first uninstall, deleting the plugin never erases your CRM data unless you explicitly opt in (see the FAQ).

PrimoCRM Pro

PrimoCRM Pro adds:

• A/B subject-line testing for campaigns, with automatic or manual winner selection.
• Drag-and-drop visual email builder for responsive HTML emails.
• Premium SMTP providers, Amazon SES, SendGrid, Mailgun, Postmark and Brevo, with bounce handling.
• REST API keys & webhooks, integrate PrimoCRM with the rest of your stack, both inbound and outbound.
• Advanced reports, detailed campaign, list and engagement breakdowns beyond the free dashboard.
• 50+ premium automation triggers for WooCommerce, LearnDash, TutorLMS, LearnPress, LifterLMS, AcademyLMS, Easy Digital Downloads, SureCart, and the major form plugins (Gravity Forms, Elementor, Ninja Forms, Formidable, JetFormBuilder).

PrimoCRM is fully functional without Pro, Pro is an optional upgrade.

External services

PrimoCRM does not phone home. It sends no usage data, no analytics and no contact data to us or to anyone else, and it works with no external connection at all.

The plugin can optionally connect to the two anti-spam services below. Both are disabled by default. Neither is contacted until you enter that provider’s keys yourself in PrimoCRM → Settings → Spam Protection, and disconnecting is simply a matter of clearing those keys.

Cloudflare Turnstile (optional, off by default)

Used to protect your public PrimoCRM forms from spam and bot submissions, if you choose to enable it.

When it is enabled, and only then:

• Visitors loading a page containing a PrimoCRM form also load the Turnstile widget script from https://challenges.cloudflare.com/turnstile/v0/api.js. As with any script, the visitor’s browser exposes their IP address and user agent to Cloudflare, and Cloudflare uses signals from the browser to decide whether the visitor is human.
• When that form is submitted, your server sends the challenge token from the widget, your Turnstile secret key, and the submitting visitor’s IP address to https://challenges.cloudflare.com/turnstile/v0/siteverify to confirm the challenge was passed.

No other form data, and no contact or CRM data, is sent to Cloudflare.

This service is provided by Cloudflare, Inc.: Terms of Service, Privacy Policy.

Google reCAPTCHA (optional, off by default)

An alternative anti-spam option for your public PrimoCRM forms, if you choose to enable it instead.

When it is enabled, and only then:

• Visitors loading a page containing a PrimoCRM form also load the reCAPTCHA script from https://www.google.com/recaptcha/api.js. As with any script, the visitor’s browser exposes their IP address and user agent to Google, and Google collects browser and interaction signals to score the visitor.
• When that form is submitted, your server sends the reCAPTCHA response token, your reCAPTCHA secret key, and the submitting visitor’s IP address to https://www.google.com/recaptcha/api/siteverify to verify the response.

No other form data, and no contact or CRM data, is sent to Google.

This service is provided by Google LLC: Terms of Service, Privacy Policy.

If you enable either service, remember that your own site’s privacy policy should mention it, since the visitor’s IP address is shared with a third party.

Source code and build process

PrimoCRM’s admin interface is a React application. The files in assets/dist/ and assets/css/ are compiled, production-mode webpack output. The complete, unminified, human-readable source they are built from ships inside this plugin:

• src/admin/ , the React admin application (JSX) and its SCSS stylesheets
• src/public/ and src/frontend/ , the public-facing form scripts and styles
• webpack.config.js and package.json , the build configuration and exact dependency versions

To rebuild every compiled asset from that source, run the following from the plugin directory:

npm install
npm run build

That regenerates assets/dist/*.js, assets/js/primo-forms.js, assets/css/admin.css and assets/css/primo-forms.css exactly as shipped. npm run dev runs the same build in watch/development mode.

The remaining stylesheets in assets/css/ and assets/js/ are plain, unminified, hand-written CSS and JavaScript with no build step: they are already the source.

Third-party libraries bundled into the compiled output are MIT licensed (React, React Router, Chart.js, dnd-kit, flatpickr, react-icons, xyflow); their copyright banners are preserved in the accompanying .LICENSE.txt files. Two of the icons react-icons supplies come from sets under other GPL-compatible licences: the crown from Font Awesome Free (CC BY 4.0) and the send icon from Remix Icon (Apache 2.0). flatpickr is additionally vendored, unmodified, at assets/vendor/flatpickr/ with its licence, and the Inter font at assets/vendor/inter/ is under the SIL Open Font License 1.1, included beside it.