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description: Review of Auto Form CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Auto Form CRM | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Auto Form CRM](/software/551695/Auto-Form-CRM)

# Auto Form CRM

Canonical: https://www.softwareadvice.com.au/software/551695/Auto-Form-CRM

> Auto Form CRM is a customer relationship management plugin designed for WordPress. It consolidates various business tools into a single, self-hosted solution. The plugin is suitable for WooCommerce store owners, agencies, freelancers, service businesses, course creators, and small teams. It helps manage customer relationships, marketing efforts, and sales processes. All customer data is stored in the WordPress site's existing database.

The plugin includes multiple modules for managing contacts, tasks, and workflows. It supports unlimited contact records with custom fields, a drag-and-drop deal pipeline, and task management features. Workflow automation includes triggers, actions, and a test mode for simulating workflows. Email campaign tools include a template builder with drag-and-drop blocks. Additional features include meeting scheduling with calendar integration and live chat functionality. WooCommerce-specific tools include segmentation, cohort analysis, customer lifetime value tracking, cart recovery, and revenue simulation.

The plugin operates entirely on the WordPress server, with data remaining under the site owner's control. It continues to function even if the subscription ends, with all data remaining accessible. Backup procedures follow standard WordPress practices.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Auto Form CRM

## Commercial Context

- **Pricing model**: Flat Rate
- **Pricing Details**: Auto Form CRM is billed annually with three plans, all including the complete feature set — contact management, deal pipeline, workflow automation, email campaigns, meeting booking, WooCommerce CRM, live chat \& SMS, and API \& webhooks. Personal is $149/year for 1 site, Business is $269/year for up to 5 sites (ideal for freelancers managing client sites), and Agency is $499/year for up to 50 sites with full client management from one license. See autoformcrm.com/pricing for details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more

## Features

- API
- Activity Dashboard
- Alerts/Notifications
- Calendar Management
- Campaign Management
- Contact Database
- Contact Management
- Customer Journey Mapping
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Security
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- For Small Businesses
- Interaction Tracking
- Lead Capture
- Lead Generation

## Integrations (6 total)

- Google Calendar
- Mailgun
- Microsoft Outlook
- Twilio
- WooCommerce
- ZooM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software)

## Related Categories

- [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software)
- [Contact Management Software](https://www.softwareadvice.com.au/directory/434/contact-management/software)
- [Small Business CRM Software](https://www.softwareadvice.com.au/directory/489/small-business/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/551695/Auto-Form-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/551695-Auto-Form-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/551695/Auto-Form-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/551695/Auto-Form-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/551695/Auto-Form-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/551695/Auto-Form-CRM> |

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