Advanced Mail CRM System

Add an Advanced WordPress CRM System to an existing website.
Includes licensing fee, setup, config as well as integrating and styling it to your brand.
Also includes recorded video training on how to use the system component.

Why We Use a WordPress-Based CRM

Our WordPress-based CRM runs entirely inside your website — no third-party servers or external monthly tools needed.

It’s a once-off investment designed for clients who don’t have ongoing monthly funding but still want professional marketing automation and contact management.

While it may not seem cheaper upfront, it quickly pays for itself by removing monthly CRM fees, contact limits, and integration costs. You own the system completely — your data, your automations, and your audience — all managed directly inside WordPress.

This approach gives you the same power as external CRMs, but with zero ongoing subscription costs and full control over your digital assets. 

Unlike third-party CRMs that run on external servers, our system lives inside WordPress, meaning:

• No syncing delays or extra tools — it instantly connects with your website’s forms, memberships, and store.
• No monthly contact or email limits from the CRM side — you own the system and your data.
• Full data privacy and compliance — everything stays on your own server.
• Real-time automations — your site reacts to client actions immediately (sign-ups, purchases, course completions, etc.).

This approach gives you faster performance, greater flexibility, and long-term cost savings — all while keeping your marketing engine fully integrated with your website.

Key Features of Our WordPress-Based CRM

• Automated Email Campaigns
  Send beautifully branded email sequences that respond automatically to customer actions — like new enquiries, purchases, or sign-ups.

• Smart Segmentation
  Organize your contacts with tags and filters so you can send the right message to the right person — without managing multiple systems.

• Built-In Marketing Automation
  Create workflows that trigger automatically (e.g., send a welcome email, follow-up sequence, or special offer when someone completes an action on your site).

• Contact & Activity Tracking
  Every contact is stored securely inside your website with a full activity timeline — no data sharing with external services.

• Integrated with Your Website
  Connects directly to your WordPress forms, online shop, and member or course areas — so you always know what your customers are doing.

• Detailed Reporting
  Track opens, clicks, and engagement right from your dashboard to see what’s working and where to improve.

• No Monthly Fees or Contact Limits
  Pay once and use it as long as your site runs — ideal for funded projects or organizations with fixed budgets.

Works Seamlessly with Your Website Tools

Our WordPress-based CRM connects directly with many of the tools you already use — no extra syncs, plugins, or third-party connectors needed. It works perfectly alongside:

• Learning platforms like LearnDash and other course systems — to send automated follow-ups when users register, start, or complete lessons.

• Community platforms like BuddyBoss — to track member engagement, send updates, and nurture participation.

• Online stores powered by WooCommerce — for smart purchase tagging, product-specific email campaigns, and customer segmentation.

• Form systems — automatically capture leads, tag contacts, and start automations the moment someone fills in a form.

• Membership tools — send renewal reminders, onboarding emails, or upgrades based on user activity.

All data stays within your website, ensuring speed, privacy, and full control — no external CRM platform required.

*Includes Advanced Smart Forms Pro Plugin

This package includes our Advanced Smart Forms; a high-performance form system built for deep integration with your CRM. Capture leads, enquiries, course sign-ups, and sales data automatically — all stored and tracked inside your website.

Advanced Smart Forms include:

• Conditional logic for intelligent, dynamic form flows

• Multi-step forms for improved conversion and user experience

• Built-in spam protection and validation

• Direct CRM integration for instant tagging, contact creation, and automation triggers

• Support for file uploads, payment collection, and post-submission workflows

With this system, every interaction on your website becomes a connected event — allowing you to nurture leads, automate responses, and manage your marketing from one central, private dashboard.

No external tools. No monthly CRM fees. Just your website — smarter, faster, and fully yours.

**Included is a full Mastery 101 CRM Video Course, so you can get the most out of this tool.

WordPress CRM Frequently Asked Questions (FAQs)

Q1: What is included in the “Advanced WordPress-based CRM System”?
A1: This package includes the full CRM system built into your WordPress site, plus “Advanced Smart Forms” for lead capture, contact tagging, and automation. Everything is installed inside your website — there are no ongoing CRM subscription fees.

Q2: How much does it cost?
A2: The system starts from R16 940 (once-off). After the setup, there are no monthly fees for CRM usage. If you want a healthy system we recommend taking out a monthly maintenance package on your website that includes a yearly licence to ensure we can keep your CRM system updated.

Q3: Will I still need a third-party CRM platform?
A3: No. Because everything runs inside WordPress, you don’t need to rent a separate CRM platform. Your data, automations and forms all live on your site, giving you full ownership and zero external monthly subscription costs.

Q4: What are “Advanced Smart Forms” and how do they work with the CRM?
A4: “Advanced Smart Forms” are the integrated form system included in the package. They feature:

• Conditional logic (so forms adapt depending on user responses)

• Multi-step forms for improved conversion

• Spam protection and validation

• Seamless integration with the CRM: any form submission can automatically create or update a contact, apply tags, start email sequences or trigger workflows

• File uploads and payment collection if needed
  All this means your form system and CRM speak directly to each other — no glue, no third-party syncs.

Q5: Is the system compatible with my existing WordPress plugins and website?
A5: Yes — the system is designed to work smoothly with your WordPress-based site. We ensure full integration so that form submissions, purchases, memberships, course completions or any meaningful user action can trigger CRM workflows directly.

Q6: Who owns the data and what about compliance (GDPR, POPIA, etc.)?
A6: You retain full ownership of all contact data, activity logs and automations. Since everything is hosted inside your website, you remain in control and compliant under data protection regulations. No external CRM platform holds your data.

Q7: What kind of automation can I run with this system?
A7: Pretty much anything your website needs:

• Automatic welcome emails when someone signs up

• Follow-up sequences after a purchase or enrollment

• Segmented broadcasts based on user behaviour and tags

• Workflows triggered by form submissions, membership upgrades or course completions

• Full reporting on opens, clicks and engagement from within your site.

Q8: Is there ongoing support or maintenance required?
A8: We handle the setup and initial integration. After that, ee offer support and maintenance plans as optional add-ons, but you are not locked into any ongoing CRM subscription.

Q9: What happens if I want to add more features or scale later?
A9: Because the system lives inside your WordPress site, you can scale, customise or extend it as needed. You’re not limited by external CRM platform tiers or contact-volume fees. If your business grows, the system grows with you.

Q10: How long does the setup take?
A10: Typical setup (installation, integration with forms, automations and basic workflows) takes 7 –10 days (you can fill in your standard timeframe). We’ll do a kick-off, map your workflows, install the system and test everything before going live.