Title: Groundhogg — CRM, Newsletters, and Marketing Automation
Author: Adrian Tobey
Published: <strong>October 1, 2018</strong>
Last modified: April 2, 2026

---

Search plugins

![](https://ps.w.org/groundhogg/assets/banner-772x250.png?rev=3340976)

![](https://ps.w.org/groundhogg/assets/icon-256x256.png?rev=2692093)

# Groundhogg — CRM, Newsletters, and Marketing Automation

 By [Adrian Tobey](https://profiles.wordpress.org/trainingbusinesspros/)

[Download](https://downloads.wordpress.org/plugin/groundhogg.4.4.zip)

 * [Details](https://twd.wordpress.org/plugins/groundhogg/#description)
 * [Reviews](https://twd.wordpress.org/plugins/groundhogg/#reviews)
 *  [Installation](https://twd.wordpress.org/plugins/groundhogg/#installation)
 * [Development](https://twd.wordpress.org/plugins/groundhogg/#developers)

 [Support](https://wordpress.org/support/plugin/groundhogg/)

## Description

Groundhogg is the best WordPress CRM & Marketing Automation plugin. Create flows,
email campaigns, and have a CRM all within your WordPress site.

### Groundhogg 4.0 is here!

Groundhogg 4.0 introduces the **Flow Editor** which makes Groundhogg the most powerful
marketing automation tool currently available for WordPress. Seriously, no other
WordPress CRM comes close, we checked.

Create beautiful flows that convert leads into customers! Your customers will thank
you.

Do your business a favor and switch to Groundhogg.

### Epic WordPress CRM, Email & Marketing Automation

Businesses that switch to Groundhogg save on average **$240/m** on CRM fees.

👉 [Official Site](https://groundhogg.io/) | 📃 [Documentation](https://help.groundhogg.io/)
| 🎓 [Groundhogg Academy](https://academy.groundhogg.io/)

🌎 [Facebook Group](https://www.facebook.com/groups/groundhoggwp/) | 📺 [YouTube Channel](https://www.youtube.com/groundhogg)
| [Ⅹ (Twitter)](https://twitter.com/Groundhoggwp/)

🚀 [**14-day demo!** Try before you buy.](https://groundhogg.io/try/)

🏆 [2020 Gold Stevie Award Winner](https://www.groundhogg.io/press/gold-2020-stevie-award-winner-our-first-award/)

Groundhogg CRM & Marketing Automation for WordPress can help you dramatically improve
how you acquire leads and make more sales!

Our award winning WordPress CRM is the very best alternative to [Keap](https://www.groundhogg.io/comparison/keap-infusionsoft/),
[ActiveCampaign](https://www.groundhogg.io/comparison/activecampaign/), [HighLevel](https://www.groundhogg.io/comparison/gohighlevel/),
[HubSpot](https://www.groundhogg.io/comparison/hubspot/), [MailChimp](https://www.groundhogg.io/comparison/mailchimp/)
and [other SaaS platforms](https://www.groundhogg.io/crm-type/saas/).

You don’t have to sacrifice CRM features when you switch to our self-hosted solution.
In fact you can **[save $1,000s per year](https://www.groundhogg.io/compare/)** 
and have the added benefit of owning all your information.

If you are an agency, WaaS, WordPress developer, LMS/Course Creator, WordPress freelancer,
or CRM implementation service provider then the Groundhogg CRM and Marketing Automation
suite is for you.

### 🪓 Ax the “Success Tax”

Other SaaS (Software as a Service) CRM platforms will charge you more as your list
grows.

**But not us!**

When using the Groundhogg CRM & Marketing Automation suite free or with any of our
paid plans, _we’ll never charge you more_!

### 🚫 There are _no limits_ on:

 * Number of contacts
 * Number of flows (automations)
 * Number of emails sent

When using Groundhogg CRM & Marketing Automation you will **never** be limited on
the amount of **anything**! Unlike [other SaaS platforms](https://www.groundhogg.io/compare/).

Businesses [save $1,000s a year](https://groundhogg.io/pricing/) after switching
to Groundhogg.

### 💽 You own your data!

The reality of SaaS CRMs is that you pay, and pay, and pay, and you invest all this
money into a system to help your business thrive, but it can be taken away at a 
moments notice.

Putting your data in a SaaS CRM is like renting an apartment, but with less protection
and stingier landlords. You can get evicted at any time, for any reason. There is
no recourse.

This leaves your business exposed. What would happen to your business if your CRM
was turned off?

With Groundhogg you actually [own your data](https://www.groundhogg.io/learn/email-and-self-hosting-is-now-more-critical-than-ever/)!
No one expect you can make impactful changes.

### 🔎 At A Glance

Everything your business needs to thrive!

 * Best in class CRM & Marketing Automation suite.
 * Organize and segment your contacts to send more relevant communications.
 * Automate your communications to save you time and increase your productivity.
 * Collect data and mine your list so you can stop bleeding money. “The money is
   in the list!”
 * Own your data so you’ll never be at the mercy of a SaaS company again.
 * Control your expenses! There are NO LIMITS on how many contacts and users you
   can have! Groundhogg grows with you! Your costs do NOT increase when your lists
   grows. We don’t tax you for scaling up!
 * Translate & configure into any language.

### 🌎 We care! Join our Community!

Groundhoggers are very generous with their business intelligence. Just as the Groundhogg
CRM & Marketing Automation team is deeply committed to helping! So we create lots
of tools to help you succeed.

 * 🚀 [**Free** 1-Hour Quickstart Course!](https://academy.groundhogg.io/course/groundhogg-quickstart/)
 * 🌎 Community care & support in the [open Facebook group!](https://www.facebook.com/groups/groundhoggwp/)
 * 📺 Over **60 hours** of easy Groundhogg [Youtube tutorials!](https://www.youtube.com/groundhogg)
 * 📃 Use our [Knowledge Centre](https://help.groundhogg.io/) to get the answers
   you need.
 * 🎙️ Ask your burning questions in **Office Hours** on our _live Facebook stream
   every Tuesday!_

### 🤷‍♂️ Who can benefit from Groundhogg CRM and Marketing Automation?

The Groundhogg CRM & Marketing Automation suite is being used by a wide variety 
of 3,000+ businesses in over 35+ countries. The diversity of use cases is huge!

If you’re business is using WordPress, you can use Groundhogg.

Here are some of the more common use cases:

 * Digital Marketing Agencies
 * WordPress Freelancers
 * LifterLMS, LearnDash, or TutorLMS sites
 * WooCommerce Sites
 * WaaS Multisite Platforms
 * Blogs and News Sites
 * Coaches and Trainers
 * Educators and Public Speakers
 * Business Directories
 * And many more!

### 💡 Made by people who know CRM & Marketing Automation!

Our team is based in Niagara Falls, Canada! We’ve been helping small businesses 
implement CRM and Marketing Automation since 2014 working with tools like Keap, 
ActiveCampaign, and HubSpot.

After some time, it became apparent that there was a desperate need in the WordPress
ecosystem for a capable CRM and Marketing Automation tool for WordPress site owners.

One that could match SaaS platforms on features and reliability did not yet exist,
so we built it!

Starting in 2018, Adrian Tobey (founder) and his team took their combined 20+ years
of experience in the CRM and Marketing Automation industry to create a better option
for WordPress based businesses.

We know flows, CRM, and marketing automation like the back of our hands!

You can trust us to not only provide you with stellar software and support, but 
also provide you guidance on the kinds of flows and automation you should be building
to get maximum value from our products.

### ❤️ Businesses Love Groundhogg CRM & Marketing Automation!

3,000+ businesses in 35+ countries are using Groundhogg CRM & Marketing Automation
to launch their flows, grow their lists and scale their businesses.

Here’s what a few of them had to say about our products and support!

From 👨 **[Chris Badget](https://wordpress.org/support/topic/best-crm-and-marketing-automation-for-wordpress/)**,
_CEO of [LifterLMS](https://www.groundhogg.io/best-lifterlms-crm/)_

> Great team, great product, and works with all the key WordPress tools I’m using.
> 
> So nice to be able to do broadcast emails, tagging, and marketing automation all
> from inside my WordPress website.

From 👨‍🦱 **[Francisco Opazo](https://www.groundhogg.io/best-buddyboss-crm/)**,
_Marketing Manager at [BuddyBoss](https://www.groundhogg.io/best-buddyboss-crm/)_

> Groundhogg CRM & Marketing Automation is essential for many community builders,
> course creators, and membership site owners to achieve higher rates of engagement
> and retention. It simplifies many complex processes including onboarding, email
> marketing, flows, and enables you to scale your marketing efforts more efficiently.

From 👨 **[Jonathan Denwood](https://wordpress.org/support/topic/great-crm-product/)**,
_Podcaster & Owner of [WP-Tonic Agency](https://www.groundhogg.io/best-crm-for-agencies/)_

> Adrian and his team have really built a great WordPress based CRM that’s really
> competitive with the big guys like ActiveCampagin. I would highly recommend it
> to anybody who is running WordPress.

There are over [110 ⭐⭐⭐⭐⭐ reviews](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=5)
for Groundhogg on WordPress.org and even [more reviews on our Facebook Page](https://www.facebook.com/groundhoggwp/reviews/)!

**Kris Britton of the KAYBE marketing agency moved all of his clients from HubSpot
to Groundhogg!**

### Features

Here are the tools you can use to launch your funnel, grow your list, and scale 
your business faster with Groundhogg CRM & Marketing Automation!

### 🕺 Straightforward CRM & Contact Management

 * Advanced searching and filtering on any data
 * Unlimited CRM custom fields
 * Segmentation with tags
 * Activity and email history
 * Profile pictures
 * Automatic location discovery
 * CRM Notes
 * CSV importing & exporting
 * Sync contacts in the CRM with WordPress users
 * View congregated information other WordPress plugins in the contact record.

**Quickly and easily segment your list with Groundhogg’s unrivaled search filter
system!**

Groundhogg’s search filters give you more control than any other CRM to segment 
your list to find exactly the leads you’re looking for.

Our integrations with [WooCommerce](https://www.groundhogg.io/downloads/woocommerce/),
[AffiliateWP](https://www.groundhogg.io/downloads/affiliatewp-integration/), [LearnDash](https://www.groundhogg.io/downloads/learndash-integration/),
[and more](https://www.groundhogg.io/downloads/category/integrations/) add additional
search filters you can use to create powerful segments so you can send hyper targeted
messages.

### ⚙️ Flows & Marketing Automation Features

 * Create highly effective customer journeys with our easy to learn funnel builder.
 * Over 30+ integrations available to connect the CRM with your favorite WordPress
   plugins.
 * Create simple flows or complex ones!
 * Measure the effectiveness of your flows with easy to read metrics.
 * Start flows from forms, payments, new users, and more!
 * Open API to add your own triggers & actions.

### 📧 Simple Email Marketing & SMTP

 * Use images, headers, paragraph and more.
 * Simple preview & testing.
 * Perfect for sales emails, newsletters, transactional notifications and more.
 * Send broadcast emails to your contact lists.
 * Distinguish between **transactional** and **marketing** emails.

### 📈 Unmatched Analytics Reporting

 * We track EVERYTHING in the CRM!
 * Granular details of how your site is performing.
 * See open rates, click through rates and conversions at a glance.
 * Detailed results from your flows and broadcast emails.
 * Integrate with Ecommerce to see revenue from your marketing.
 * Learn more about your audience with demographic reporting.
 * See which flows/emails are under-performing.

**Use campaigns to make comparing reporting results easier**

### 🇪🇺 GDPR Ready

 * Simple GDPR features to keep you compliant.
 * Automatic preferences center, data download, and opt out.
 * Track GDPR consent in your CRM
 * Prevent marketing to those who withdraw consent.

### 🙌 Get more with premium features!

Groundhogg CRM & Marketing Automation has 45+ extensions to help you expand and 
integrate Groundhogg to help you build your all in one solution.

👉 Bundle all of our incredible premium features into a [flat rate plan](https://www.groundhogg.io/pricing/).
[Yearly](https://www.groundhogg.io/pricing/) & [monthly](https://www.groundhogg.io/pricing/monthly/)
options available.

You can also use our **[⏱️ 14 day $1 demo](https://www.groundhogg.io/try/)** to 
see a preview of these stellar features.

Over **[24+ extensions](https://www.groundhogg.io/downloads/category/add-ons/)**
to help you handle more…

 * [Extend your CRM with Custom Fields](https://www.groundhogg.io/downloads/advanced-custom-meta-fields/)
 * [Extend your CRM with Custom SMTP](https://www.groundhogg.io/downloads/smtp/)
 * [Extend your CRM with Advanced Email Preferences](https://www.groundhogg.io/downloads/advanced-preferences/)
 * [Extend your CRM with Superlinks](https://www.groundhogg.io/downloads/advanced-features/)
 * [Extend your CRM with Lead Scoring](https://www.groundhogg.io/downloads/lead-scoring/)
 * [Extend your CRM with Booking Calendars](https://www.groundhogg.io/downloads/booking-calendar/)
 * [Extend your CRM with Social Proof Popups](https://www.groundhogg.io/downloads/proof/)
 * [Extend your CRM with Signed Contracts](https://www.groundhogg.io/downloads/contracts/)
 * [Extend your CRM with Company Management](https://www.groundhogg.io/downloads/companies/)
 * [Extend your CRM with a Sales Pipeline](https://www.groundhogg.io/downloads/pipeline/)
 * [Extend your CRM with Birthday Automation](https://www.groundhogg.io/downloads/birthdays/)
 * And [many more…](https://www.groundhogg.io/downloads/)

Over **[30+ integrations](https://www.groundhogg.io/downloads/category/integrations/)**
to connect to your favorite WordPress plugins. Integrate with…

 * **[Connect LifterLMS to your CRM](https://www.groundhogg.io/best-lifterlms-crm/)**
   | _[FREE COURSE](https://academy.groundhogg.io/course/course-creator-essentials/)_
 * **[Connect LearnDash to your CRM](https://www.groundhogg.io/best-learndash-crm/)**
   | _[FREE COURSE](https://academy.groundhogg.io/course/course-creator-essentials/)_
 * **[Connect BuddyBoss to your CRM](https://www.groundhogg.io/best-buddyboss-crm/)**
   | _[FREE COURSE](https://academy.groundhogg.io/course/essentials-funnels-for-buddyboss/)_
 * **[Connect GiveWP to your CRM](https://www.groundhogg.io/press/nonprofits-can-finally-leverage-their-data-to-collect-more-donations-with-groundhogg-and-givewp/)**
 * **[Connect Easy Digital Downloads to your CRM](https://www.groundhogg.io/best-crm-for-easy-digital-downloads/)**
 * [Connect WooCommerce to your CRM](https://www.groundhogg.io/downloads/woocommerce/)
 * [Connect HelpScout to your CRM](https://www.groundhogg.io/downloads/woocommerce/)
 * [Connect Elementor to your CRM](https://www.groundhogg.io/downloads/elementor/)
 * [Connect Amazon Web Services to your CRM](https://www.groundhogg.io/downloads/aws/)
 * [Connect SendGrid to your CRM](https://www.groundhogg.io/downloads/sendgrid-integration/)
 * [Connect AffiliateWP to your CRM](https://www.groundhogg.io/downloads/affiliatewp-integration/)
 * [Connect ThriveCart to your CRM](https://www.groundhogg.io/downloads/thrivecart/)
 * [Connect WPForms to your CRM](https://www.groundhogg.io/downloads/wpforms/)
 * And [many more…](https://www.groundhogg.io/downloads/category/integrations/)

### ⏱️ Want to test out the premium Groundhogg CRM and Marketing Automation suite?

If you’d like a trial of our premium plans, please check out our [$1 sandbox demo](https://www.groundhogg.io/try/).

### Milestones

 * Serving 3,000+ businesses in 35+ countries.
 * ⭐⭐⭐⭐⭐ rated software and support!
 * 40+ Certified partners.
 * 🏆 [Gold Stevie Award 2020](https://www.groundhogg.io/press/gold-2020-stevie-award-winner-our-first-award/)
   for Tech Start up of the Year _(American Business Awards)_.
 * 🏆 [Gold Stevie Award 2021](https://www.groundhogg.io/wp-content/uploads/2021/02/gold-winner-01.jpg)
   for Best In Class Customer Service _(American Business Awards)_.
 * 🏅 Best Software Innovation 2020 finalist _(Canadian Search Awards)_.
 * 🏅 Canadian Small Business Awards 2021 finalist _(Canadian Search Awards)_.

### External services & APIs

This plugin connects to several 3rd party services to provide crucial functionality.
Each is listed below with what services are used and what information is shared,
if any.

### Email and flow templates

Email and flow templates are pulled periodically from a remote repository via API
at `https://library.groundhogg.io`. No information about you or your site is shared
or logged in this request.

### Dashboard notices and widgets

Recent blog posts from `https://groundhogg.io` are shown in the dashboard and are
fetched periodically. No data or information is logged or shared.
 Important notifications
and dashboard notices are pulled from `https://groundho.gg` periodically. No data
or information is logged or shared.

### Telemetry and usage

You can opt-in and opt-out of site telemetry from Groundhogg » Settings » Misc »
Danger Zone » Opt-in to anonymous usage tracking. When enabled, the following information
will be periodically shared with `https://groundhogg.io`: Your admin email address;
Whether your site has a valid and active license from `groundhogg.io`; The license
if one exists; Whether Groundhogg is white labelled; System information such as 
WordPress version, PHP Version, the Groundhogg plugin version, the site time sone,
and site language; Usage statistics such as the number of active flows, the number
of new contacts, and the number of emails sent; The list of active Groundhogg add-
ons on the site;
 No information is shared or collected when telemetry sharing is
disabled.

### Google Recaptcha

If you have the Google Recaptcha integration enabled, scripts will be loaded from`
https://www.google.com/recaptcha/api.js` and requests will be made to `https://www.
google.com/recaptcha/api/siteverify` sharing only essential information (such as
your recaptcha site key) to facilitate the integration.

### Cloudflare Turnstile

If you have the Cloudflare Turnstile integration enabled, scripts will be loaded
from `https://challenges.cloudflare.com/turnstile/v0/api.js` and requests will be
made to `https://challenges.cloudflare.com/turnstile/v0/siteverify` sharing only
essential information (such as your turnstile site key) to facilitate the integration.

### Geolocation services

Groundhogg will attempt (if licensed) to geolocate a contact (country, region, timezone,
etc…) based on their IP address using our Geolocation service `https://ipinfo.groundhogg.
io`. No data is stored remotely and no PII is used. We use a third party based in
Romania to provide geolocation services.

## Screenshots

 * [[
 * Create flows in the CRM quickly using our drag & drop editor.
 * [[
 * Use dozens of triggers, actions, and logic steps to create your flow.
 * [[
 * Start with pre-written templates based on real CRM use cases.
 * [[
 * Quickly write, preview, test and send personalized emails from the CRM.
 * [[
 * Start from beautiful templates, or import HTML from a 3rd party.
 * [[
 * Groundhogg’s CRM reports give you the most data visibility of any small business
   CRM and Marketing Automation suite.
 * [[
 * Create your personalized CRM report dashboard to monitor your most important 
   metrics.
 * [[
 * The Groundhogg CRM pulls data from all your integrations to show all activity
   and data on a single screen.
 * [[
 * Filter contacts in the CRM using dozens of search filters to segment based on
   tags, custom fields, activity, purchase history, and more!
 * [[
 * Send out mass emails to your list and view details reports of your subscribers’
   engagement.

## Blocks

This plugin provides 1 block.

 *   Groundhogg Form Shortcode Embed and render a Groundhogg form shortcode with
   customizable attributes

## Installation

#### Plugin Repo

 * Install Groundhogg CRM and Marketing Automation
 * Activate
 * Complete the guided setup
 * Start Marketing

#### FTP

 * Upload the zip archive
 * Unzip
 * Activate through the plugins manager
 * Complete guided setup
 * Start Marketing

## FAQ

### Does Groundhogg need any additional marketing software like MailChimp?

No, Groundhogg is a completely standalone, lightweight CRM and marketing automation
system designed to save you $1,000s while helping you generate more revenue.

### Does Groundhogg require and external transactional email service like SendGrid?

No, but it is **highly** recommended. Without a proper transactional email service
your emails are likely to end up in spam.

Groundhogg provides a number of recommended solutions:

 * [MailHawk](https://mailhawk.io/)
 * [SendGrid](https://www.groundhogg.io/downloads/sendgrid-integration/)
 * [AWS SES](https://www.groundhogg.io/downloads/aws/)
 * [Elastic Email](https://www.groundhogg.io/downloads/elastic-email-integration/)
 * [Basic SMTP](https://www.groundhogg.io/downloads/smtp/) for other services.

Groundhogg will automatically use the mail solution you have configured on your 
WordPress website.

### Does Groundhogg have any required monthly fee or upgrades?

No, you can use Groundhogg CRM and Marketing Automation for free forever. Groundhogg
is a Open Source project designed to democratize CRM and email marketing automation
and provide simple easy to use tools to new and none tech savvy business owners.

That being said, our [premium upgrades](https://www.groundhogg.io/pricing/) can 
seriously help your business! Use our proven tools and strategies to supercharge
your marketing and WordPress site!

### Does Groundhogg connect to Woocommerce or other plugins?

Yes, Groundhogg can [integrate with over 30+](https://www.groundhogg.io/downloads/category/integrations/)
of the most popular WordPress plugins around to crate an even more powerful CRM.

### Does Groundhogg work with my theme?

Groundhogg is theme agnostic, meaning it will work with every and any theme. Groundhogg
is mostly administrative and very little is seen by visitors.

### Does Groundhogg track my subscribers?

Yes, Groundhogg has a very smart tracking system that will allow you to monitor 
your clients interactions with your emails and your site.

### Does Groundhogg Integrate with my membership plugin?

Yes, Groundhogg has a builtin connection with the WordPress user API, meaning it
will automatically use user roles in your site, like from a membership plugin.

### Is Groundhogg secure?

We follow all best WordPress security practices. Plus it’s open source, so we have
a large community looking out for potential weaknesses when it comes to your data.

### Is Groundhogg GDPR, CANSPAM, or CASL compliant?

Yes, we have tools available to meet the criteria of all the worlds ANTI-SPAM & 
privacy legislation.

### Is Groundhogg better than my current CRM/Marketing Automation tool?

Well, that’s up to you! We’ll never say Groundhogg is better than anyone, but it
is **different.** And sometimes different is better than better.

### Where can I upgrade to premium?

You can purchase a premium plan for access to support and our premium extensions&
integrations on our [pricing page](https://www.groundhogg.io/pricing/).

### How can I report security bugs?

You can report security bugs through the Patchstack Vulnerability Disclosure Program.
The Patchstack team helps validate, triage and handle any security vulnerabilities.
[Report a security vulnerability.](https://patchstack.com/database/vdp/9e5fb9d9-417e-4ba2-a0bf-8b7529b7122b)

## Reviews

![](https://secure.gravatar.com/avatar/b381dc3a75b57b5e7dc667930482b20640ac4db9ca57fac00b28c9938e087a40?
s=60&d=retro&r=g)

### 󠀁[I’ve finally found the best free CRM and Marketing plugin!](https://wordpress.org/support/topic/ive-finally-found-the-best-free-crm-and-marketing-plugin/)󠁿

 [geop](https://profiles.wordpress.org/dcbeaulieu/) March 5, 2026

I’ve been looking for free CRM and email marketing plugins over the years (I’ve 
been creating WordPress websites since 2007). After finding and then using Groundhogg
for almost a year for small and medium businesses/organizations, I can say that 
I haven’t found any better value. I’ve used Hubspot, Salesforce, and a handful of
other CRMs and Marketing tools/plugins but nothing compares to the value I found
in Groundhogg. Try the free version of Groundhogg for yourself and see if it works!
There are always limitations and issues, and such is the case with anything, however,
the value and the cost cannot be compared to anything else I have found. If anyone
wants to learn how to use Groundhogg, give me a shout.

![](https://secure.gravatar.com/avatar/7d39cfcc0e41876aa50a4edd1a103ab3c2da492e0df25cc7ad685218eb64e99b?
s=60&d=retro&r=g)

### 󠀁[Many features, not all supported](https://wordpress.org/support/topic/many-features-not-all-supported/)󠁿

 [saatchigalleryit](https://profiles.wordpress.org/saatchigalleryit/) February 11,
2026

We have this product for about 3+ years. It is a great concept but some features
are promoted as existing, although in reality are buggy or not completely functional
as expected (maybe I have too hight expectations). The problems is, there is learning
courve for it and you only realise some expected features or needed features aren’t
there and it’s too late as you have it in production. What frustrates me and made
me write this review is, I have tickets opened with them in their support section
that are opened from 2024 (almost 2 years) and also there are tickets closed without
a resolution. I would have expected in almost 3 years to see some of the features
we complained about being fixed or new features added in this sense. For the money,
ok but I would have loved to see a bit more attention to support and user voice 
in regards to what’s needed. For example, if you work as a sole individual with 
thsi CRM is ok-ish, but when you look integrating it in a company with several departments
and each having multiple team members, you will struggle making it work, sharing
data amongst the team members or keeping some sections private to each team/department.

![](https://secure.gravatar.com/avatar/23f9b9b49e3c7cdf9d18cd5e4618ed75711eddf0735364f259214260f766d8fc?
s=60&d=retro&r=g)

### 󠀁[Сreative and very reliable, well done guys](https://wordpress.org/support/topic/%d1%81reative-and-very-reliable-well-done-guys/)󠁿

 [yevgy](https://profiles.wordpress.org/yevgy/) January 10, 2026

Excellent work!

![](https://secure.gravatar.com/avatar/36cab72de5dc1c4a4ec73c21b3e7fcd61d2d5dabefe008cec59a983bfcade7a3?
s=60&d=retro&r=g)

### 󠀁[The BEST Alternative to Zoho](https://wordpress.org/support/topic/the-best-alternative-to-zoho/)󠁿

 [compassiondan](https://profiles.wordpress.org/compassiondan/) December 3, 2025

I have tried to use Zoho as my CRM with my WordPress site that relies heavily on
WPForms. I love WPForms and would not switch away from it unless someone gave me
a really good reason. The problem is that Zoho does not integrate easily/well with
WordPress and WPForms. I have wasted a couple of thousands using Zoho developers
to try and get things integrated. I also tried to work with Zoho directly and that
was a bigger waste of time. Zoho sucks! And just when I was ready to chuck it in
on using a CRM, I found Groundhogg. Right from the beginning, Groundhogg installed
their App, configured it, and gave me the most incredible customer support. Whenever
I had a question, they responded anywhere from within one hour to no more than a
few hours (usually right away). If you have a WordPress site, and you’re doing business
with it, you need a CRM. There is only one choice…Groundhogg! Adrian and Gregg will
give you support that exceeds your expectations. Do I work for Groundhogg? No. Am
I a fan? Absolutely! Give Groundhogg a try. You will be incredibly happy you did.

![](https://secure.gravatar.com/avatar/e322bb7c73c2d465d0206ca7cb5a2de4a5cfe4bc229e2f20a619321dcc461274?
s=60&d=retro&r=g)

### 󠀁[Best CRM for WordPress](https://wordpress.org/support/topic/best-crm-for-wordpress-2/)󠁿

 [mauroverssi](https://profiles.wordpress.org/mauroverssi/) November 4, 2025

I’ve been using GroundHogg for almost a year on an e-learning site and I’m very 
happy with the results. I was looking for a system that would offer: 1. WordPress
integration. 2. Premium CRM features. 3. A better price. I found everything I needed
with GroundHogg. Plus, I’ve always received excellent support from their customer
service.

![](https://secure.gravatar.com/avatar/997adbc190730310e0ba80603324de289b5fc189a3908de956d9e1cfb7e20a07?
s=60&d=retro&r=g)

### 󠀁[Customizable to the footer, see how.](https://wordpress.org/support/topic/also-in-free-added-custom-footer-no-footer-block-still-get-forced-ugly-footer/)󠁿

 [Saleswonder Support Team](https://profiles.wordpress.org/subscribetech/) October
14, 2025

No footer block is used. Add your signature and footer to the “Custom Footer Text.”
Center the body of the email to style the default compliance footer, which has no
margin and is left-aligned. Footer block used: Add custom replacement code at the
end of the email. Then, style and align the footer block beautifully in the editor.
Thank you, Adrian, for the meeting and for bringing up this solution.

 [ Read all 145 reviews ](https://wordpress.org/support/plugin/groundhogg/reviews/)

## Contributors & Developers

“Groundhogg — CRM, Newsletters, and Marketing Automation” is open source software.
The following people have contributed to this plugin.

Contributors

 *   [ Adrian Tobey ](https://profiles.wordpress.org/trainingbusinesspros/)
 *   [ Groundhogg Inc. ](https://profiles.wordpress.org/groundhogg/)

[Translate “Groundhogg — CRM, Newsletters, and Marketing Automation” into your language.](https://translate.wordpress.org/projects/wp-plugins/groundhogg)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/groundhogg/), check
out the [SVN repository](https://plugins.svn.wordpress.org/groundhogg/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/groundhogg/) by 
[RSS](https://plugins.trac.wordpress.org/log/groundhogg/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 4.4 (2026-04-01)

 * ADDED “Contact Peek” feature
    - Allows you to instantly see basic contact details in any non-Groundhogg screen(
      like WooCommerce or MailHawk) in the WordPress admin whenever an email address
      is detected.
    - If a contact does not exist, you’ll be given the option to create one and 
      edit it from where you are.
 * ADDED Developer filter to register additional free inbox providers.

#### 4.3.3 (2026-03-11)

 * ADDED Automatic detection of free inbox providers for contacts.
 * ADDED The “Is Free Email?” search filter to filter by free email inbox providers.
 * ADDED New base components and classes for use in addons.
 * FIXED Settings page pickers were not working due to a missing script if the toolbar
   widget is disabled.
 * FIXED Broadcast send time estimate is not showing the correct time estimate.

#### 4.3.2 (2026-03-09)

 * FIXED Sanitization issue with number fields causing numbers with more than 4 
   digits not to save.

#### 4.3.1 (2026-03-06)

 * ADDED Quarter time ranges (This Quarter, Next Quarter, Last Quarter) for date
   filters.
 * ADDED Decimal support for number fields.
 * ADDED View profile button to the simulator contact card.
 * FIXED Missing support for event arguments in the simulator (backend magic wizardy).
 * FIXED Flow template categories and search feature not working if the toolbar 
   widget was disabled.

#### 4.3 (2026-02-13)

 * ADDED 🌐 Global blocks (email template parts) in the email editor.
    - Save any block as a Global Block.
    - Are synced across all your templates.
    - Can be edited inline.
    - Can be detached to edit separately.
    - Can be exported and imported.
 * TWEAKED Editor design
    - Reduced block toolbar icon sizes.
    - Added a container border for container blocks in the block inspector.

#### 4.2.12 (2026-02-10)

 * ADDED Bluesky social icons for the email editor.
 * ADDED Bulk delete bulk action for campaigns.
 * FIXED Email preview link stopped working in the emails table.
 * FIXED Notice generated by improper array access check when submitting a form.

#### 4.2.11 (2026-01-19)

 * ADDED Setting in **Settings » Misc » Features** to disable geolocation services.
 * TWEAKED IP geolocation is now a licensed feature since there are no longer any
   free geolocation providers.
 * TWEAKED Use local `moment.js` for the chart library.
 * FIXED Possible infinite recursion fatal error when editing flows.

#### 4.2.10 (2025-12-12)

 * ADDED Start tracking the date when a tag is added to a contact. _Not_ retroactive.
 * ADDED Developer filters to modify queries for the email archive.
 * FIXED UI issue in The Flow History filter.
 * FIXED Form selection in the Form Block not working unless a form was already 
   selected.
 * FIXED Description formatting for the Advanced Timer action.
 * FIXED PHP Notice if a custom field tab was not configured correctly.

#### 4.2.9 (2025-11-21)

 * ADDED WP Fusion event tracking filter so you don’t **have** to use the custom
   activity filter.
 * ADDED “Day of Week” and “Day of Month” filters for conditional logic.
 * ADDED Email preview action to the broadcasts table and broadcast report.
 * IMPROVED Recaptcha and Turnstile scripts are now only enqueued if the fields 
   are actually being used.
 * FIXED Some of the meta-comparisons for the custom activity filter and submission
   filters not returning correct results.

#### 4.2.8 (2025-11-14)

 * IMPROVED Gutenberg form embed block has been updated to be compatible with latest
   Gutenberg standards.
 * IMPROVED The Gutenberg form embed block supports theme and color directly and
   can override the form’s settings in the flow.
 * FIXED Preview text spacer has unrecognized HTML entity in outlook inboxes.
 * FIXED Anchor tags in text blocks getting inline CSS fill inconsistent with surrounding
   text.
 * FIXED Fatal error if trigger attempts to capture details from private class properties
   or methods.

#### 4.2.7 (2025-11-12)

 * ADDED Built-in support for Polylang for the preferences page.
 * ADDED Bulk editing campaigns for emails, broadcasts, and flows.
 * ADDED New broadcasts reports. Broadcasts sent and total broadcast emails sent.
 * TWEAKED More space between preview text and content.
 * SECURITY Patched vulnerability. Credit to WordFence for practicing responsible
   disclosure.
 * FIXED Email template toggle showing enabled even if disabled.
 * FIXED Broken GeoIP reference.

#### 4.2.6.1 (2025-10-29)

 * FIXED Recaptcha field missing in rendered form if the recaptcha version is v3
 * FIXED Font style not parsed correctly from text blocks if no `<p>` tag is present.
 * FIXED Escaped HTML visible on the licenses page.

#### 4.2.6 (2025-10-28)

 * ADDED Frequency limits for triggers.
 * ADDED Batch scheduling for adding contacts to flows.
 * ADDED Support for `litespeed_finish_request()` in the `gh-cron.php` file.
 * ADDED Groundwork for AI in the email editor.
 * ADDED New API endpoint to fetch broadcast reports.
 * ADDED Step notes will appear in the flow editor, and now also support **basic**
   HTML.
 * IMPROVED Exporting of custom fields and metadata.
 * TWEAKED The flow emails table report will show _unique_ clicks instead of _all_
   clicks.
 * FIXED Broadcast delayed by 24 hours when using the _send in local timezone_ setting
   with a dynamic segment.
 * FIXED `<title>` tag in HTML emails should be the same as the subject line.
 * FIXED safe-mode causing errors on multisite.
 * FIXED Step settings not copied correctly when duplicating or copying steps with
   unpublished changes.
 * FIXED Turnstile/Recaptcha ignored if disabled in settings even if enabled in 
   forms.
 * FIXED Export page not working if admin toolbar is disabled.

#### 4.2.5.3 (2025-08-30)

 * FIXED Web form editor missing when adding a new blank Web Form trigger.
 * FIXED Fatal error when using the “Process events” button in the logs screen.

#### 4.2.5.2 (2025-08-29)

 * FIXED Contact details card local time displaying incorrect time.

#### 4.2.5.1 (2025-08-29)

 * FIXED Flow icons not loading correctly when using custom `wp-content` directory.
 * FIXED Custom Fields (properties) not loading when creating a fresh pipeline
 * FIXED Redaction query timeout on MySQL 8+

#### 4.2.5 (2025-08-20)

 * ADDED Cloudflare Turnstile Integration as an alternative to Google Recaptcha.
 * FIXED Missing `sprintf` call on the unsubscribe page causing visible placeholders.

#### 4.2.4.2 (2025-08-15)

 * TWEAKED Refactored usages of `file_get_contents()` to use the `WP_Filesystem`
   instead.
 * FIXED Don’t use `esc_html()` for CSS. You’d think WordPress core would have a
   better internal solution for outputting CSS 🙄

#### 4.2.4.1 (2025-08-13)

 * FIXED mopping up issues related to the refactoring effort.
 * FIXED Text block in the email editor would sometimes bug out.
 * FIXED Changing the font-family of a global font would not update text blocks 
   using that global font.

#### 4.2.4 (2025-08-13)

Just an absolute huge refactoring effort with over 1000+ changes to please our WordPress.
org overlords’ WPCS checklist. Including, but not limited to:
 * Escaping literally
anything that can be escaped. * Adding translator comments and re-ordering placeholders.*
Refactoring DB Queries. * Replacing PHP functions with WordPress core functions.

#### 4.2.3.2 (2025-08-04)

 * UPDATED Repository plugin name.
 * IMPROVED i18n for date and time.

#### 4.2.3.1 (2025-07-29)

 * FIXED Missing developer action to filter the WP_Query associated with the query
   loop block.
 * FIXED Filter sanitization not correctly treating “0” as an integer.
 * FIXED Redaction for multi-line textarea not working.

#### 4.2.3 (2025-07-28)

 * ADDED The new `{redact}` replacement code that will redact details from email
   logs. You can also use the function `Groundhogg\add_redaction( "my text" );` 
   to add redactions programmatically.
 * ADDED Form Submission, Webhook Request, and Webhook Response search filters to
   filter by historical submission data.
 * ADDED Redaction option for form fields in the advanced tab. Will automatically
   redact sensitive information from submissions and contact meta after desired 
   time period.
 * TWEAKED Re-ordered the tools page tabs so that sync tools appear first.
 * TWEAKED Changing the label while editing an existing custom field does automatically
   edit the internal name.
 * TWEAKED When changing the internal name of an existing custom field a warning
   is shown.
 * FIXED Some search filters requiring joins with 3rd party tables not working if
   join column is not correctly aliased.
 * FIXED Dropdown fields not showing as pre-filled if the current value in the contact
   record contained a space.

#### 4.2.2.1 (2025-07-07)

 * FIXED Fatal error when uploading new contact CSV import.

#### 4.2.2 (2025-07-03)

 * FIXED User ID not syncing.
 * FIXED Arbitrary file upload vulnerability. Credit to Patchstack for practicing
   responsible disclosure.

#### 4.2.1 (2025-06-30)

 * HARDENED User ID syncing so that the correct user is always linked with the correct
   contact
 * HARDENED Sanitization for Query::addJoin()
 * HARDENED Removed sensitive data from the WP User object when returned via JSON.
 * FIXED Email content empty if importing an email template and making no content
   changes.

#### 4.2 (2025-06-11)

 * ADDED Alter default appearance of emails blocks in the email editor settings.
 * ADDED Explicit save button for email editor settings.
 * ADDED Email Custom CSS (for the whole email, not just a single block) in the 
   advanced tab.
 * OPTIMIZED Overall email HTML and CSS size reduced.
 * FIXED Unable to change from address when composing an email.
 * FIXED Email width set to 0 when a template is imported with no set width.

#### 4.1.3.1 (2025-06-11)

 * HOT FIX 3rd party SMTP plugins not working if the email service is set to WordPress
   Default.
 * HOT FIX Broadcast scheduler sending extra emails if orderby is specified in the
   contact query.

#### 4.1.3 (2025-06-09)

 * ADDED Explicit Right-to-Left language support in the email editor as a template
   option.
 * ADDED Notice to the send-email step in flows if an email is trashed.
 * ADDED New **Blocked** opt-in status.
 * OPTIMIZED Email log query so it loads faster.
 * OPTIMIZED Background task queries are faster.
 * RESTORED Form submissions through Groundhogg will check the **disallowed comment
   keys** setting for keywords to prevent submissions.
 * TWEAKED If a contact’s opt-in status is changed to spam or blocked, their opt-
   in status can only be changed by an admin.
 * FIXED Block background images not showing properly in some email clients.
 * FIXED The broadcast report showed all clicks rather than unique in some areas.
 * FIXED Potential infinite recursion if `wp_mail()` is called before the `init`
   hook.
 * FIXED PHP notice if a flow has no entry triggers.
 * FIXED The email link clicked filter was using the legacy contact query instead
   of the new one.
 * FIXED The delay timer’s run when option was not saving when set to `between`.
 * FIXED PHP warnings when delay timer step is not fully configured.

#### 4.1.2.1 (2025-05-14)

 * TWEAKED Changed “Fixed Segment” to “Static Segment”.
 * FIXED Contact activity timeline not loading in some cases if related resource
   was deleted.
 * FIXED The same flow step appearing in multiple different trigger branches if 
   the trigger IDs start with the same number.

#### 4.1.2 (2025-05-06)

 * ADDED Custom replacements for Emails and Flows.
 * TWEAKED Moved flow settings to the editor panel instead of modal.
 * FIXED Email picker in flow not showing selected template after creating a new
   email (display issue only).
 * FIXED Make sure file name is sanitized when deleting exports/imports. Credit 
   to WordFence & Phat Do.

#### 4.1.1.2 (2025-04-21)

 * FIXED Confirmation links not working in WordPress 6.8 due to password hashing
   changes.

#### 4.1.1 (2025-04-15)

 * ADDED Query Loop block in the email editor for more control over displaying posts
   in emails.
 * FIXED Multi-select custom fields not displaying correctly in `{form_submission}`
   replacement code.
 * FIXED Not all steps appearing in the flow preview in reports.
 * FIXED Non-admins unable to complete tasks due to invalid permissions for fetching
   options from API.
 * FIXED Unable to update the names of saved searches.
 * FIXED Previous fix to avoid recursive replacements preventing nested replacements
   from working.
 * FIXED Fatal Error if background task is loaded with an undefined task handler
   class.
 * FIXED Functional email test not sending despite showing as successful.
 * FIXED Suggested documentation not loading in troubleshooter.

#### 4.1.0.1 (2025-04-09)

 * FIXED Prevent recursive replacement codes.
 * FIXED Fatal error if event arguments is not a strict array.

#### 4.1 (2025-04-08)

 * ADDED Flow Simulation tool to simulate a contact moving through a flow. Makes
   testing flows way easier.
    - You can also run simulations via the WP CLI.
 * FIXED Filters in logic steps sometimes not appearing.
 * FIXED Background task progress for large tasks not updating, causing them to 
   never complete.
 * FIXED Branch names for multi-branch logic incorrect if nested inside another 
   multi-branch.

#### 4.0.2 (2025-04-01)

 * FIXED Multi-Branch not always returning the correct branch.

#### 4.0.1 (2025-04-01)

 * FIXED Missing YouTube video in readme.
 * FIXED error notices above flows table if steps that are not registered are used
   in the flow preview

#### 4.0 (2025-03-31)

 * RENAMED Funnels  Flows, and Benchmarks  Triggers
 * ADDED Flow branching and new logic steps
    - Yes/No logic
    - Multi-branch logic
    - Weight distribution
    - Split-testing
    - Loop, Skip, Stop
    - Smart Date Sequence
 * ADDED Undo & redo for flows.
 * ADDED Copy & paste steps between flows.
 * ADDED The **Pass-through** setting for triggers to allow contacts to pass through
   them even without matching conditions.
 * ADDED Additional bulk actions in the event logs tables.
 * ADDED Setting to disable page tracking.
 * ADDED New option in the footer block to disable phone, terms, and policy links.
 * ADDED “Unused” table filter for emails to see templates that are not being used
   in flows or broadcasts.
 * IMPROVED The Cron Job Setup page with additional instructions and a new layout.
 * IMPROVED Various admin UI improvements like tabs, reporting page width constraint.
 * IMPROVED Made tags in the contacts table clickable for filtering.
 * IMPROVED Add tags while editing options and fields in forms.
 * TWEAKED Simplified the “Start from scratch” email template.
 * TWEAKED Object ID can be omitted from relationship filters for more generic usage.
 * FIXED Fatal error if `page` query param is present but not a string in non-admin
   pages.
 * FIXED Incorrect filter for managed page body classes.
 * FIXED Incorrect cached results for plain-text replacements.
 * FIXED Composed email message contact wiped after enabling CC or BCC.
 * FIXED Broadcasts report not filtering by campaign when date range changes.
 * FIXED `Array` showing in emails when using the `{country}` replacement instead
   of nothing or the default value when no country is defined.
 * FIXED Added missing sanitization of form field labels, credit to WordFence for
   responsible disclosure.
 * DEV New event arguments API which will enable unique arguments to be associated
   with individual funnel (and other) events. This is VERY COOL! It paves the way
   for better handling of automation for related objects like orders, deals, and
   companies.
 * DEV New settings schema for funnel steps.

Logs before 4.0 have been removed due to a 5000 word changelog size restriction.
Groundhogg has been in active development since October 2018!

To see older logs you can view them on [github](https://github.com/groundhoggwp/groundhogg/).

## Meta

 *  Version **4.4**
 *  Last updated **2 days ago**
 *  Active installations **2,000+**
 *  WordPress version ** 5.9 or higher **
 *  Tested up to **6.9.4**
 *  PHP version ** 7.1 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/groundhogg/)
 * Tags
 * [crm](https://twd.wordpress.org/plugins/tags/crm/)[email automation](https://twd.wordpress.org/plugins/tags/email-automation/)
   [Email Marketing](https://twd.wordpress.org/plugins/tags/email-marketing/)[marketing automation](https://twd.wordpress.org/plugins/tags/marketing-automation/)
   [Wordpress CRM](https://twd.wordpress.org/plugins/tags/wordpress-crm/)
 *  [Advanced View](https://twd.wordpress.org/plugins/groundhogg/advanced/)

## Ratings

 4.9 out of 5 stars.

 *  [  135 5-star reviews     ](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=5)
 *  [  5 4-star reviews     ](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=4)
 *  [  2 3-star reviews     ](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=3)
 *  [  2 2-star reviews     ](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=2)
 *  [  1 1-star review     ](https://wordpress.org/support/plugin/groundhogg/reviews/?filter=1)

[Add my review](https://wordpress.org/support/plugin/groundhogg/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/groundhogg/reviews/)

## Contributors

 *   [ Adrian Tobey ](https://profiles.wordpress.org/trainingbusinesspros/)
 *   [ Groundhogg Inc. ](https://profiles.wordpress.org/groundhogg/)

## Support

Issues resolved in last two months:

     2 out of 3

 [View support forum](https://wordpress.org/support/plugin/groundhogg/)

## Donate

Would you like to support the advancement of this plugin?

 [ Donate to this plugin ](https://www.groundhogg.io/pricing/)