Getting Started
Install PrimoCRM, activate your license, and send your first campaign. Start here.
PrimoCRM Documentation
The WordPress CRM and email-marketing plugin. Manage contacts, send campaigns, automate follow-ups, and protect deliverability, all inside your dashboard.
Explore the docs
Section titled “Explore the docs”Contacts
Import, organize, and segment your audience with lists, tags, statuses, and custom fields. Manage contacts.
Campaigns
Send one-off broadcasts to any segment, with open and click reporting. Create a campaign.
Sequences
Automated, time-based email drips that nurture contacts over days or weeks. Build a sequence.
Automations
Trigger-and-action workflows that run in the background as contacts move through your funnel. Build a flow.
Forms
Capture leads with forms that create and tag contacts automatically. Add a form.
Migration
Move your list in from a CSV or another CRM without losing history. Import contacts.
Developers
Hooks, the REST API, and recipes for extending PrimoCRM or integrating your own tools. Read the developer docs.
Pro Features
Resend-to-non-openers, AI actions, A/B testing, ESP integrations, and white-label. See what is in Pro.
New here?
Section titled “New here?”The fastest path is the three-step Quick Start: add a few contacts, pick an audience, and send. If you are bringing a list from another tool, start with Importing Contacts instead.