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 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 funnels or 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.
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! 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.
????️ 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 Toronto, Canada! We’ve been helping small businesses implement CRM and Marketing Automation since 2014 working with tools like Infusionsoft, 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 funnels, 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 funnels 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 funnels, grow their lists and scale their businesses.
Here’s what a few of them had to say about our products and support!
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.
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, funnels, and enables you to scale your marketing efforts more efficiently.
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.
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, AffiliateWP, LearnDash, and more add additional search filters you can use to create powerful segments so you can send hyper targeted messages.
⚙️ Funnels & 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 funnels or complex ones!
Measure the effectiveness of your funnels with easy to read metrics.
Start funnels from forms, payments, new users, and more!
Open API to add your own benchmarks & 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 funnels and broadcast emails.
Integrate with Ecommerce to see revenue from your marketing.
Learn more about your audience with demographic reporting.
See which funnels/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. Yearly & monthly options available.
You can also use our ⏱️ 14 day $1 demo to see a preview of these stellar features.
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:
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 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+ 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.
ADDED Begin tracking user agents and IP address with activity and page visits
ADDED Set a delay to ignore clicks and opens in the email settings. This will mitigate bot activity inflating reports.
FIXED No path to guided setup after WP 6.5 update.
FIXED Replaced legacy SMS broadcast scheduler with the new on the add screen from the SMS page. Requires updating the SMS addon.
FIXED Deprecated function notices coming from funnels.
3.4 (2024-04-25)
IMPROVED New unsubscribe features!
Instead of link options there is now an unsubscribe form in the preferences center.
The form collects standard reasons for unsubscribing, as well as optional written feedback.
Responses are compiled into the Unsubscribe Reasons chart in the contacts report.
Unsubscribe reasons and feedback can be viewed in the activity timeline, contacts list, and exported.
For users of the one-click unsubscribe feature, the option to offer feedback is provided after they’ve unsubscribed.
Go to https://yoursite.com/gh/preferences/manage/ to see what subscribers will see.
ADDED Campaigns management in the admin. Edit, delete, etc…
ADDED You can now create public campaign archives.
Visit https://yoursite.com/gh/campaigns/.
All public campaigns will be listed.
Campaign archives can be searched by subject and content.
ADDED Shortcode to embed email content into posts.
ADDED UTM Parameters support in the email editor.
FIXED Contact activity timeline sometimes not loading.
FIXED Missing strings in the POT file.
3.3.3.2 (2024-04-17)
FIXED Some activity not preloading correctly in the contact activity timeline
FIXED Email settings disappear after changing campaigns and not saving.
3.3.3.1 (2024-04-17)
FIXED Fatal error in the contact list view for lower permission users.
3.3.3 (2024-04-15)
ADDED Column preset buttons for easier column management in the contacts list.
ADDED A better way to handle all the different mailer handlers with the gh_mail() function.
ADDED Some WP CLI tooling which will be improved on and documented at a later date.
ADDED Tools to generate fake data for funnels, broadcasts, and contacts.
TWEAKED Funnel timers will calculate delay time based on the enqueued time rather than the current time.
TWEAKED No longer use p style for a tags in the email editor.
TWEAKED Replacement codes for custom date fields will output Y-m-d or Y-m-d H:i:s format by default so that they are easier to use in other functions. You can use the {date} or {local_date} replacement codes to format your dates.
TWEAKED Column checkbox toggle order is now more consistent.
FIXED Emails not preloading in contact activity timeline.
FIXED Removed a bunch of unused files and code.
FIXED Notes not being added from funnels when the content is exactly the same as a previous note.
FIXED WYSIWYG Editor in text block gets large when editing CSS.
FIXED Fatal error in PHP 8+ if no log ID in Email_Logger.
3.3.2 (2024-03-05)
ADDED 4x per day the queue will be “cleaned” and events that failed to process within the last 6 hours will be fixed.
ADDED Activity for when a contact is imported from a CSV file.
IMPROVED using _ to prefix meta for replacements like {_meta_key} is no longer required. You can simply do {meta_key} even if it’s not a registered custom field.
TWEAKED Meta that can be serialized, but is not associated with a custom field and thus has no pretty output, will be output as JSON encoded.
TWEAKED The replacements cache group has been changed from replacements to groundhogg\replacements.
TWEAKED Combined several cron task hooks into one.
TWEAKED Funnel conversion activity in timeline now has proper UI.
TWEAKED Optimized how emails are preloaded for email activity in the timeline.
FIXED Export contacts BG task causing error in tasks log.
FIXED HTML email template previews not working.
FIXED DB error when passing consent attributes to the contact update method.
FIXED Changed all button types in the filters component to button to prevent form submission in custom post types.
3.3.1 (2024-02-27)
ADDED New background tasks tab in the logs page.
ADDED New Age filter!
ADDED New “Day Of” date range for date filters.
FIXED Background tasks not always scheduling correctly, moved to using a dedicated table instead of using internal WP Cron.
FIXED The Empty comparison for meta filters was not respecting NULL values.
FIXED Meta filters with keys containing - were not working.
FIXED Is/Is Not comparison for the birthday filter not working.
FIXED Email not loading after duplicating an email step in a funnel.
FIXED Only show active funnels in Add to funnel tool in the contact record.
3.3 (2024-02-15)
ADDED Alternate email testing methods. Design for inbox compatibility testing or Functional to simulate a real email send.
ADDED Last/Next 14 days and Last/Next X days ranges for date filters.
ADDED Setting to enable sending unsubscribe notifications to a custom email address.
ADDED Filters for the List-Unsubscribe header so it can be hijacked by custom implementations.
TWEAKED Made the text block editor inline rather than a modal.
TWEAKED Made the editor replacements button an MCE toolbar widget.
TWEAKED Moved the email editor block inspector and inspector toolbar to the right of the email content.
TWEAKED Email previews in the editor will ignore conditional blocks and show all content.
TWEAKED Bounce inbox IMAP settings are hidden if using API based outgoing email service.
IMPROVED UI of sending email templates from the contact record.
IMPROVED UI of adding a contact to a funnel from the contact record.
IMPROVED Fallback event and contact tracking when tracking cookie is not working.
IMPROVED The One-Click List-Unsubscribe unsubscribe endpoint requires a token.
IMPROVED The One-Click List-Unsubscribe endpoint track the unsubscribe to the associated funnel or broadcast.
IMPROVED The manage preferences email now uses HTML links and offers a direct unsubscribe link.
FIXED If more than 25 emails in a funnel they were not all preloading.
FIXED List-Unsubscribe header not working in iCloud because iCloud does not decode it properly.
3.2.3.3 (2024-02-13)
FIXED Uninstall function was not deleting all options.
FIXED Need to flush cache after using the reset tool.
3.2.3.2 (2024-02-13)
ADDED Checkboxes settings field type.
ADDED Additional date format helper functions to the DateTimeHelper class.
FIXED Coalesce null meta values to the empty string '' for NOT IN comparisons.
FIXED Newlines in CSV cells breaking imports.
FIXED Search for a contact by email not returning results on email equality.
FIXED Force data to save as serialized when mapping to a checkbox list or multi-select custom field.
3.2.3.1 (2024-02-05)
TWEAKED The export file headers are added to the CSV before the background process starts rather than during.
TWEAKED Funnels will sync step status with every update instead of only during a status change.
FIXED When adding new steps to an active funnel the step status is inactive when it should be active.
FIXED Initiating an export from the tools page causing fatal error.
3.2.3 (2024-02-03)
ADDED Notifications when background tasks are complete.
IMPROVED The background task system to be more reliable.
TWEAKED Bulk deleting, updating, importing, and exporting contacts will be handled as background tasks.
FIXED Guided setup screen blank.
3.2.2.2 (2024-02-01)
HOT FIX User info updating incorrect contact records.
TWEAKED Optimized the recount tag associations function to perform in a single query.
FIXED If filters aren’t registered the filters don’t work. Now shows a broken filter message instead.
3.2.2.1 (2024-01-31)
FIXED Funnel history filters not working if in multiple OR conditions.
3.2.2 (2024-01-31)
ADDED Background task for completing benchmarks.
ADDED Tool to re-sync user IDs based on email address equality.
ADDED If user email address and contact email address are not equal show an button to unlink the user from the contact in the user info card.
TWEAKED The limits exceeded calculation for background tasks.
FIXED Default date range for future date filters didn’t exist.
FIXED Caching for the get_contactdata() was not working causing slowness when checking contact marketability.
FIXED New filters not setting between before date to EOD.
FIXED Refresh button in contact activity not working because our caching was too good.
IMPROVED Hardened the auto-login link functionality.
If the {auto_login_link} is detected in the email, the to address of that email will be forcibly changed to the associated user’s email address if it’s different than the contact’s.
Changing of the user_id or email of a contact will invalidate previously issued login links.
3.2.1 (2024-01-31)
TWEAKED Further optimized activity and event based filters.
Setting count equals 0 will now return results similar to using the inverse count at least 1 in the exclude group.
TWEAKED Delayed localization of gutenberg block js assets.
TWEAKED Filters can now be registered directly from custom properties. This will be helpful for addons!
TWEAKED Reduced number of queries for the views on the contacts table screen.
FIXED count() not always returning a correct number because FOUND_ROWS() was not cached.
FIXED Broadcast search not working.
3.2 (2024-01-29)
ADDED New under the hood query improvements to help create more complex and performant queries.
ADDED Color coding, sorting, and pagination to performance report tables.
TWEAKED The funnel reports now shows Added and Active as separate metrics.
TWEAKED The conversion rate of a funnel will be calculated with the Active metric and not Added as it was previously. This may reduce your funnel conversion rates.
TWEAKED Date ranges for custom fields are now more flexible.
TWEAKED Refactored many of the reports to be more performant.
TWEAKED Refactored many of the search filters to be more performant.
TWEAKED Funnel editor will preload email and tag assets before being editable.
FIXED Custom fields built with the legacy custom fields builder not showing up in replacement codes
FIXED using the Between comparison in date filters not working.
FIXED Funnel campaigns not saving in PHP 8.0+
FIXED Selecting posts by ID not working when using a custom post type in the email posts block.
FIXED Unable to scroll the email templates.
3.1 (2023-12-07)
ADDED Custom post type and taxonomy support to the email editor posts block.
ADDED Card style options for the email editor posts block.
ADDED Dynamic Shortcode block to the email editor.
ADDED Search filters to events and email logs (more to come).
ADDED Specify search columns for the emails table quick search.
TWEAKED Adding contacts to a funnel is now a similar experience to scheduling a broadcast.
TWEAKED Contacts are added to a funnel via a background task instead of the loader.
TWEAKED Introduced the new DB\Query class and DB\Filters class to facilitate search filters for more data types.
TWEAKED Optimized several of the contact demographic reports to perform queries faster.
DEPRECATED User role, opt-in status, and marketability tag mapping will continue to be supported, but will no longer be active by default on new installs.
3.0.1 (2023-11-20)
TWEAKED Disable the advanced email editor automatically