Introduction

PrimoCRM is a customer-relationship and email-marketing plugin that runs entirely inside your WordPress dashboard. You manage contacts, send campaigns, build automated sequences, capture leads with forms, and migrate your existing list without leaving WP-admin and without per-contact SaaS pricing.

What you can do

• Store and segment contacts with lists, tags, statuses, and unlimited custom fields. See Managing Contacts.
• Send campaigns to any segment, with open and click tracking. See Creating a Campaign.
• Automate follow-ups with drip Sequences and trigger-based Automations.
• Capture leads with drag-and-drop Forms.
• Import your audience from a CSV or another CRM with the migration engine.

How Free and Pro fit together

PrimoCRM ships as two separate plugins:

• PrimoCRM (Free) is the full CRM. Contacts, lists, tags, campaigns, sequences, automations, forms, reporting, and CSV or FluentCRM migration all work with the Free plugin alone. It never phones home and needs no license.
• PrimoCRM Pro is an add-on that brings premium capabilities of its own once a license is active. Examples include advanced automation triggers and actions, ESP integrations, AI actions, resend-to-non-openers, A/B testing, advanced reports, and white-label.

You install Free first. Pro is optional and layers on top: its features arrive with the add-on and appear wherever they belong in the app, with no reinstall. See Installation and Activation and Licensing.

No limits and no locked features

The Free plugin caps nothing. Contacts, lists, tags, campaigns, sequences, automations, forms and templates are all unlimited, and there is no feature in it that is present but switched off waiting for a payment. If you never buy Pro, you have a complete CRM.

What is next

• New here? Follow the Quick Start to send your first campaign in a few minutes.
• Check the Requirements before installing.
• Bringing a list with you? Head to Importing Contacts.
• Want to see it running first? Explore the live demo.