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Everything you need to manage contacts, run campaigns, automate
workflows, and grow your business—all in one WordPress plugin.
9 powerful features designed to give you complete control over your contact
database.
View complete contact details in a popup without leaving your contacts list. Save time with instant access to all information.
Organize contacts by Contact, Customer, Lead, or Subscriber types. Find exactly who you're looking for in seconds.
Track subscription status—Subscribed, Unsubscribed, or Bounced. Maintain a healthy, compliant email list automatically.
Beautiful contact creation form with custom fields support. Add contacts manually or through automated forms.
Create unlimited lists to organize contacts. Perfect for running targeted campaigns to specific groups.
Advanced configuration for custom fields, bulk actions, and contact management preferences. Full control at your fingertips.
Download your contact list as CSV anytime. Perfect for backups, reports, or migrating to other platforms.
Bulk import thousands of contacts from CSV/Excel files. Migrate from other platforms in minutes, not hours.
Mark important contacts as favorites with a star. Quickly filter and access your VIP customers and hot leads.
Access complete contact information instantly without navigating away from your contacts list. Our quick preview popup shows everything you need at a glance.
View full contact profile with one click
See recent activity and engagement history
Check tags, lists, and custom fields
Edit contact details directly from preview
Fast, responsive, and time-savingQuickly check a contact's purchase history before sending a personalized follow-up email—all without losing your place in the contact list.
Organize your contact database with powerful filtering options. Instantly find the exact contacts you need based on their type and subscription status.
Filter by Contact, Customer, Lead, Subscriber
Track Subscribed, Unsubscribed, Bounced status
Combine multiple filters for precision
Save time with one-click filtering
Maintain clean, organized contact listsFilter for "Customer + Subscribed" to send a special offer only to paying customers who are actively engaged with your emails.
Segment your audience based on behaviors, demographics, and custom fields to deliver hyper-targeted campaigns that drive results.
Create dynamic segments based on behavior
Segment by purchase history and engagement
Use conditional logic for precise targeting
Export segments for re-targeting campaigns
Automatically update segments in real-timeAutomatically group users who abandoned their cart in the last 24 hours and trigger a personalized recovery email sequence.
Capture the exact data you need for your business. Create custom fields to store unique information about your contacts and use it for personalization.
Support for text, number, date, and dropdown fields
Map custom fields to lead generation forms
Use custom fields as conditional triggers
Personalize emails with dynamic field tags
Organize fields into custom sectionsStore a contact's "Company Size" and "Industry" to automatically route them to the appropriate sales representative.
Get NextCRM and experience the most powerful contact management for WordPress.
Start Managing Contacts TodayVisual automation builder with conditional logic, delays, and A/B testing—all
without code.
See all workflows at a glance—active, paused, and draft. Monitor performance and manage everything from one view.
Drag-and-drop automation builder. Connect triggers, actions, conditions, and delays with no coding required.
Start workflows automatically when subscribers join, make purchases, open emails, or complete actions.
Add waiting periods between steps. Send follow-ups after 2 days, 1 week, or any custom timeframe you choose.
Branch workflows based on contact behavior. Different paths for email opens, clicks, purchases, or custom field values.
Build complex email sequences that nurture leads through their entire customer journey automatically.
Split workflows into variations. Test different email content, subject lines, or delays to find what converts best.
Apply tags automatically based on actions. Segment contacts dynamically as they move through your workflows.
Track completion rates, conversion rates, and bottlenecks. See exactly where contacts drop off and optimize workflows.
Build sophisticated marketing automations without writing a single line of code. Drag triggers, add actions, insert delays, and create conditional branches—all in a visual canvas.
Structured Add-Step Workflow Builder
Connect nodes with visual lines
Live workflow preview as you build
Save workflows as templates
Clone and modify existing workflowsBuild a welcome sequence that automatically sends 5 emails over 2 weeks—personalized based on subscriber source and engagement level.
Start workflows when the right moment happens. Choose from dozens of triggers and add conditional logic to create personalized customer journeys.
Subscriber added to list or tag
Contact submits form or makes purchase
Email opened, clicked, or not opened
Custom field value changes
Date-based triggers (birthdays, anniversaries)
IF/ELSE conditional branchingTrigger a re-engagement sequence for customers who haven't purchased in 60 days, but only if their lifetime value is over $100.
Split your workflows into A/B variations and track which path converts better. See completion rates, drop-off points, and revenue attribution for every automation.
A/B test email content, subject lines, or delays
Split traffic by percentage (50/50 or custom)
Track opens, clicks, and conversions per variation
See workflow completion rates
Identify bottlenecks and drop-off pointsA/B test two welcome emails—one with a 10% discount, one with free shipping. NextCRM automatically shows you which drives more first purchases.
Join thousands of businesses using NextCRM to build workflows that convert on autopilot.
Start Automating Today12 campaign tools designed to take you from first draft to inbox and from
inbox to revenue.
See every campaign—live, scheduled, drafted, completed—at a glance. Your mission control for email performance.
Surface any campaign instantly by status, date, or keyword. Zero time wasted hunting through long lists.
Update campaign name, audience, and settings in a clean popup—without losing your place or breaking your flow.
Write, format, and preview your email content in a rich editor built for speed. What you see lands in inboxes.
Define sender name, reply-to, subject, and preheader. Every detail that drives open rates, handled upfront.
Choose exactly who receives your campaign. Apply lists, segments, and exclusion rules for surgical targeting.
Review your campaign summary, confirm recipient count, and launch—or schedule for the perfect send time.
Categorise campaigns by type, product line, or funnel stage. Find and filter anything in seconds.
Build once, reuse forever. Save your best-performing emails as templates and launch new campaigns in minutes.
Design multi-step drip campaigns that nurture leads automatically. Welcome, onboarding, re-engagement—autopilot.
Edit individual sequence emails independently—subject lines, delay timing, and content without rebuilding.
Connect your own SMTP in minutes. Full deliverability control—your domain, your reputation, your inbox rate.
Stop losing track of what's live, what's scheduled, and what's performing. The dashboard puts your entire email operation in front of you the moment you log in.
Status-based view: active, scheduled, draft, completed
At-a-glance opens, clicks, and sent count per row
Quick-action menu to edit, duplicate, or delete
Filter and search across all campaigns instantly
Date-range planning view for upcoming sendsCheck which campaigns are sending today, see live open rates, and pause anything underperforming—all in under 30 seconds.
NextCRM's guided campaign setup walks you through settings, audience selection, and final review in a clean, distraction-free flow. No guesswork. No missed steps.
Step 1- Settings: sender name, subject, preheader, reply-to
Step 2- Audience: choose lists, apply segments, add exclusions
Step 3- Preview & Send: confirm recipients, review, launch
Schedule for any date and time with timezone support
Progress indicator keeps you on track every stepSet up a flash sale campaign in under 5 minutes—configure settings, target only your VIP list, preview, and schedule for the perfect send window.
Your best emails deserve to be reused. Save any campaign as a template and launch the next one in minutes. Pair with tags to keep your library searchable at any scale.
Save any campaign email as a reusable template
Template library with live preview thumbnails
Tag templates by type, season, or product line
Create global email tags for cross-campaign organisation
Clone and modify rather than rebuilding from zeroSave your highest-converting welcome email as a template. The next time you need one, clone it, update the offer, and you're done in 2 minutes.
One-off emails start conversations. Sequences close them. Build multi-step drip campaigns that guide contacts through their entire journey—automatically and on your schedule.
Design unlimited sequences with custom delay timing
Edit each email in the sequence independently
Pause, resume, or modify live sequences without data loss
Assign sequences to specific contact segments or lists
Track open and click rate performance per sequence stepSet up a 5-email welcome series once. Every new subscriber gets it automatically—personalised, perfectly timed, and zero manual effort from your team.
Deliverability isn't luck—it's infrastructure. Connect your own SMTP or dedicated mailbox so your campaigns reach inboxes, not spam folders.
Custom SMTP configuration in under 5 minutes
Works with SendGrid, Mailgun, AWS SES, and more
Multiple mailbox setup for different sender identities
Sending domain and reply-to management
Test connection before any campaign goes liveConnect your SendGrid account in 3 minutes, send a test email to confirm delivery, then launch your first campaign knowing it will reach every inbox.
Join 5,000+ businesses using NextCRM to send smarter campaigns, automate follow-ups, and grow revenue from email.
Start SendingHere’s everything you need to know about NextCRM
NextCRM is a WordPress email marketing automation and CRM plugin built for small businesses and WooCommerce store owners who want to manage email campaigns, automation, and contacts inside WordPress.
No. NextCRM includes built in email sending, so you can send campaigns without installing or configuring a separate SMTP plugin.
Yes. NextCRM lets you see when emails are opened and clicked, including visual engagement insights so you understand how subscribers interact with your emails.
Yes. All your data stays on your WordPress site. This makes NextCRM suitable for businesses that want full data ownership and GDPR friendly email marketing.
Yes. You can move your contacts and email data into NextCRM without disrupting your current setup. Migration support is available to make the process simple.
Experience the full power of NextCRM - no setup, no credit card required.