One contact book for people AND businesses. A business is a first-class record: drag a person onto a business to link them, and a person can belong to several. Profiles carry photos, custom fields (shared and per-record), notes, tags, and a full activity timeline. Merge duplicates side by side, field by field.
Imports that respect your data. Bring contacts in from Square, Google Contacts, Microsoft 365 or any CSV — automatic column mapping, address and custom-field capture, and a duplicate-safe pipeline. Re-run an import any time; it updates instead of duplicating.
Two-way sync with a human gate. Square, Google and Microsoft sync runs both directions, but nothing is written until you approve each change on a review screen. Deletes are never synced, and no sync ever blanks a field.
A real email marketing engine. Campaigns write in the standard WordPress editor with starter templates and personalization tokens, send as an hourly drip you set between 10 and 50 emails an hour, and go out through your own connected mailbox — not a third-party sender. Open and click tracking, one-click unsubscribe, a suppression list, and built-in consent recording. CAN-SPAM postal footer enforced on every send.
Your business email, connected once. Add mailboxes with a password or "Sign in with Google/Microsoft" (tokens encrypted at rest). The same connection sends your marketing email, your invoices, and your helpdesk replies.
A calendar for the whole business. Contacts added, tasks due, deals moving, tickets opened and worked, invoices sent and paid — one wall-calendar view, scoped so nobody sees a record they could not open.
Tasks with checklists and repeats. To-dos carry tick-off checklists and can repeat daily, weekly or monthly — finish the list and it re-arms itself.
A simple deals pipeline. Stages you define, deals on contacts and businesses, won/lost on the timeline and the calendar.
Reports without a data scientist. Contacts, campaigns, deals and tasks in plain tables with date ranges and CSV export. GDPR export and erase wired into WordPress’s own privacy tools.
A 30-day recycle bin and a bulk manager. Every delete goes to a bin for 30 days — restore in one click. The "Manage everything" screen filters, bulk-edits, exports and merges your whole book, and refuses to delete a customer who still owes you money.
Connected accounts with traffic lights. Square, PayPal, Stripe, Google and Microsoft each get one card with a green/amber/red light and a numbered step-by-step guide written in plain words.
Your team, your visibility rules. Three staff levels (employee / manager / owner) plus groups — enforced in the database query, not hidden in the page.
A portal your team actually uses. Everything lives at /crm on your site — a fast, app-like screen for non-technical people. wp-admin is settings only. Four theme presets, your accent color, and every PBJ module follows the theme automatically.
