A WordPress CRM that builds itself.
Customer records appear automatically from forms, orders, bookings, and registrations, each with a full activity timeline and a self-service portal. Free core. Pro adds email broadcast.
One place for who someone is and what they did
A real CRM, free at the core
Automatic records, timelines, tags, tasks, segments, and a portal are all free. Pro adds the email broadcast.
Automatic creation
Records from forms, orders, bookings, subscriptions, and registrations.
Activity timeline
Every form, order, email, booking, login, and note, in order.
Tags and groups
Colour-coded labels to organise customers any way you want.
Custom fields
Text, select, checkbox, date, URL, and number fields per record.
Tasks and reminders
Due dates, assignees, priorities, and daily overdue alerts.
Dynamic segments
Saved filters that recompute their members live.
Duplicate merge
Find matching records and combine them without data loss.
CSV import and export
Bring in existing data or back everything up.
Self-service portal
Customers see their profile, orders, bookings, and activity.
Editable portal
A second portal where customers update their own details.
Order tracking
Total spent and order count from C7 Checkout, automatically.
Email broadcast
Send a one-off email to a segment, capped at 500. Pro.
It plugs into the tools you already run
Start free, upgrade to broadcast
The CRM, portal, timelines, tasks, and segments are all free. Upgrade only when you want to email a segment from inside the CRM.
Free, $0 CAD
Automatic records, timelines, tags and groups, custom fields, tasks and reminders, dynamic segments, duplicate merge, CSV import and export, both portals, order tracking, the REST API, and GDPR tools.
Free download →Pro, $50/yr
Everything in Free, plus email broadcast to a segment with live recipient recompute and a 500-send cap, priority support, and automatic updates.
Get Pro →Specs
C7 Customers technical summary.
Platform
WordPress 6.0+.
Sources
Forms, orders, bookings, subscriptions, registrations.
Organisation
Tags, groups, custom fields, dynamic segments.
Portals
Read-only profile portal and an editable details portal.
Integration
C7 Checkout orders, REST API, GDPR tools.
Licence
Free core, optional Pro subscription.
Frequently asked questions
Is C7 Customers free?
Yes. The CRM, timelines, tags, tasks, segments, both portals, import and export, and the REST API are free, and no license ever disables the plugin.
Do records really build themselves?
Yes. A record is created when someone submits a form, places an order, books, subscribes, or registers a WordPress account.
Does it replace my store?
No. It reads order data from C7 Checkout for total spent and order history rather than replacing a cart.
What does Pro add?
Email broadcast: compose a one-off email and send it to a saved segment, recomputed at send time and capped at 500 recipients.
Is it GDPR compliant?
Yes. Personal data export and erasure run through the WordPress privacy tools, with configurable data retention.
