Contacts
Keep every customer and lead in one WordPress contact record: details, custom fields, stage, owner, notes, timeline, lists, tags and email status.
Companies
Track the businesses you work with in the Unyson+ WordPress CRM: company records with their people, deals, tasks, files and a shared timeline.
Custom fields
Add your own fields to contacts, companies and deals in the Unyson+ WordPress CRM: text, numbers, dates, choices, links and auto-numbers.
Lists, tags and segments
Organise contacts in the Unyson+ WordPress CRM with email lists, tags and rule-based segments that update themselves.
Import and export
Import contacts into the Unyson+ WordPress CRM from a CSV file with column mapping, a dry run and one-click undo, and export contacts or a segment to CSV.
Leads from your forms
Send WordPress contact, booking and quote form submissions into the Unyson+ CRM: create contacts, save each answer to a contact field or a new custom field, keep the whole submission on the timeline, and turn bookings into deals or meetings.
Duplicates and merging
Find contacts entered twice in the Unyson+ WordPress CRM by name or phone and merge them into one record that keeps the whole history.
Consent and privacy
GDPR-friendly email consent in the Unyson+ WordPress CRM: a consent log with exact wording, double opt-in, a preference page and data export.