CRMistic
Customers, leads, deals, bookings, classes and tasks in one dashboard.
Product description
CRMistic gives WordPress businesses a native customer and lead operating system. It centralizes contacts, deals, tasks, bookings, classes and customer history so the website becomes the business dashboard instead of just the brochure.
What it solves
- Customer history is scattered across forms, bookings, orders and inboxes.
- Sales tasks and follow-ups depend on memory instead of workflow.
- Per-seat CRM tools become expensive and still sit outside WordPress.
Who it is for
- Service businesses managing leads and customers
- Agencies building client CRM systems on WordPress
- Operators who want website, bookings and sales in one place
Key product features
Lead and deal pipeline
Track leads, customers, tasks and sales stages inside WordPress.
Website data capture
Forms, bookings and orders can create or update customer records automatically.
Operations dashboard
Connect customer activity to tasks, reminders and reporting.
Formistic
Integration included.
Bookingistic
Integration included.
WooCommerce
Integration included.
Email and SMS workflows
Integration included.
How it works
Install
Download the product from your portal and install it on the connected WordPress site.
Connect
Link the product to the platform account, license and any required API or data source.
Configure
Set the business rules, permissions, branding and automation settings for the workflow.
Operate
Run the product from WordPress and upgrade your package as usage or client volume grows.
Business outcomes
✓ Faster launch
Start with a working WordPressistic product instead of assembling unrelated plugins from scratch.
✓ Cleaner stack
One product family, one design language, one membership and licensing system.
✓ Room to grow
Move from one product into AI agents, reports, downloads, portals and white-label workflows without rebuilding.
Plans that include this product
- 3 connected websites
- 20 active AI agents
- 12,000 AI credits/month
- 12 website scans/month
- 500 knowledge items
- 5 connected websites
- All core AI agents
- 35,000 AI credits/month
- 30 website scans/month
- 2,000 knowledge items
- 15 connected websites
- All agents
- 100,000 AI credits/month
- 100 website scans/month
- 10,000 knowledge items
- 30+ connected websites
- Higher AI credit limits
- White-label client portal
- Custom domain option
- Advanced MCP tools
Frequently asked questions
CRMistic is available from the Pro package.
Yes. Admins can edit the product name, price display, SEO title, SEO description, gallery, feature copy, FAQs, CTAs and pricing packages from WordPressistic > Product Pages.
Yes. The product is designed for existing WordPress installs and can be connected to the shared WordPressistic portal, downloads and license system.
Put CRMistic to work on your site
Customers, leads, deals, bookings, classes and tasks in one dashboard.