CRM, email and automation in WordPress

Groundhogg brings contact management, email campaigns and marketing automation into a self-hosted WordPress CRM. Contacts can be searched and segmented using details such as tags, custom fields, activity and purchase history. Broadcasts can be scheduled for a list or segment, while reports show email engagement and flow results.

The visual Flow Editor connects triggers, actions and logic steps to build customer journeys. Flows can include branches, split tests and timers; a built-in simulator lets you test a flow before publishing. Contacts can be added individually or by segment, and the timeline records activity such as flow runs, browsing sessions, email opens and clicks.

What premium plans add

Groundhogg offers paid plans with access to support, premium add-ons and integrations. The plans are available monthly or yearly at a flat rate. The product listing states that Groundhogg does not cap the number of contacts, flows or emails sent on free or paid use.

Listed premium extensions cover contact records, email preferences and configuration, sales activity and additional processes. They include Custom Fields, Custom SMTP, Advanced Email Preferences, Superlinks, Lead Scoring, Booking Calendars, Social Proof Popups, Signed Contracts, Birthday Automation, Company Management and a Sales Pipeline.

Named integrations include LifterLMS, LearnDash, BuddyBoss, GiveWP, Easy Digital Downloads, WooCommerce, HelpScout, Elementor, Amazon Web Services, SendGrid, AffiliateWP, ThriveCart and WPForms. These connect course, community, donation, ecommerce, support, email delivery, affiliate, checkout and form activity with CRM workflows.

Incoming Messages and AI access

Incoming Messages can save email replies to the corresponding contact record, where conversations appear in a Messages tab. This feature requires an active Groundhogg license.

AI agents can work with contacts, emails, broadcasts and flows through permission checks that match the acting user's access. The setup tool is available on WordPress 6.9 or later to users who can manage options. Agents can simulate flows before they go live; changes to a live flow are staged until published.

A mobile app is available from the Tools menu. It works with looking up contacts, calling or texting them, handling tasks, adding notes, filling out forms and replying to messages, subject to the user's permissions.

Getting started

1. Install and activate Groundhogg on a WordPress website, then complete the guided setup.
2. Organize contacts and make lists or segments for targeted communications.
3. Build a flow in the Flow Editor, or prepare an email or broadcast.
4. Add the premium extensions and integrations needed for the workflow.