# Auto Form CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Auto Form CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10044188/Auto-Form-CRM --- # Auto Form CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Auto Form CRM ## What is Auto Form CRM? Auto Form CRM is an all-in-one WordPress CRM plugin that turns your WordPress dashboard into a complete customer relationship management system — no SaaS fees, no external tools, no coding required. Key Features: Contact Management — Unlimited contacts with tags, custom fields, filters, and CSV import. Deal Pipeline — Visual drag-and-drop Kanban board with custom stages and revenue forecasting. Email Campaigns — Built-in email builder with templates, merge tags, scheduling, and open/click tracking. Workflow Automation — Visual automation builder with triggers, conditions, delays, and actions to nurture leads on autopilot. Meeting Scheduling — Public booking pages with Google Calendar and Zoom integration. Live Chat Widget — Engage visitors in real time; new chats auto-create CRM contacts. Task Management — Assign and track tasks with a calendar view, linked to contacts and deals. WooCommerce CRM — Full sync with WooCommerce order and customer data for eCommerce pipelines. Form Builder ## What is Auto Form CRM used for? [Contact Management](https://www.capterra.com/contact-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Auto Form CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://autoformcrm.com/&name=Auto Form CRM) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Auto Form CRM 34 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Visualize and analyze customer experience across all touchpoints and channels Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Designed for small businesses Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Automate workflows and trigger campaigns based on customer actions Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Mailgun](https://www.capterra.com/p/159630/Mailgun/)[ ZooM](https://www.capterra.com/p/172461/ZooM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.