Free covers the core CRM forever. Pro is a flat license — pay once a year, use it on the number of sites you bought, no usage tax on your data.
For every site: capture from all five form-plugin adapters, unlimited entries, a single manual Kanban pipeline, tags, notes & timeline, owner assignment, outbound email from a card, the submissions dashboard, plus CSV import and export.
1 site
Everything in Free, plus
5 sites
14-day money-back guarantee
Everything in Personal, plus
25 sites
Everything in Freelancer, plus
Unlimited sites
Everything in Agency, plus
The free plugin on WordPress.org is a complete single-pipeline CRM. Pro adds automation, integrations, email round-trip, and multi-pipeline scale.
Everything you need to work your leads on one site.
Everything in Free, plus the growth engine.
No asterisks. No "contact sales for limits". This is the whole list.
| Feature | Free | Personal | Freelancer | Agency | Unlimited |
|---|---|---|---|---|---|
| Site activations | 1 | 1 | 5 | 25 | Unlimited |
| Capture & storage | |||||
| Form-plugin adapters (WPForms, GF, Forminator, Fluent, SureForms) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Unlimited entries | ✓ | ✓ | ✓ | ✓ | ✓ |
| Submissions admin list + filters | ✓ | ✓ | ✓ | ✓ | ✓ |
| CSV import + export | ✓ | ✓ | ✓ | ✓ | ✓ |
| Historical backfill of past entries | — | ✓ | ✓ | ✓ | ✓ |
| Pipeline | |||||
| Single Kanban pipeline | ✓ | ✓ | ✓ | ✓ | ✓ |
| Multiple pipelines | — | ✓ | ✓ | ✓ | ✓ |
| Per-pipeline view caps | — | ✓ | ✓ | ✓ | ✓ |
| Tags + threaded notes | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bulk actions (assign, tag, archive) | — | ✓ | ✓ | ✓ | ✓ |
| Automation | |||||
| Triggers (submission, stage, tag, reply) | — | ✓ | ✓ | ✓ | ✓ |
| Actions (email, webhook, Mailchimp, MailerLite, etc.) | — | ✓ | ✓ | ✓ | ✓ |
| Auto-tag rules | — | ✓ | ✓ | ✓ | ✓ |
| HMAC-SHA256 signed webhooks | — | ✓ | ✓ | ✓ | ✓ |
| Outbound email from card (wp_mail) + thread view | ✓ | ✓ | ✓ | ✓ | ✓ |
| IMAP reply matching (5-min cron) | — | ✓ | ✓ | ✓ | ✓ |
| Multiple inboxes per pipeline | — | ✓ | ✓ | ✓ | ✓ |
| Team & access | |||||
| Owners + assignment | ✓ | ✓ | ✓ | ✓ | ✓ |
| Advanced / per-owner reporting | — | ✓ | ✓ | ✓ | ✓ |
| White-label admin badge | — | — | — | ✓ | ✓ |
| Priority support | community | email + Slack | email + Slack | ||
Nothing. EntryVault is a self-hosted plugin — your data sits in your own WordPress database. If your license expires, premium features stop working but every submission, note, and tag stays exactly where it is.
Yes. The free core is GPL-2.0 licensed. The Pro modules are standard PHP shipped with the plugin — no obfuscation, no encoder. You can audit every line you run.
EntryVault writes to its own tables and only enqueues admin assets on its own pages. The IMAP poller runs on cron, not on page load. We've tested boards up to 1,200 cards without measurable frontend impact.
Adapters are an extension point — you can write one in ~50 lines. We also accept PRs and ship community adapters with each release. Currently shipping five adapters: WPForms, Gravity Forms, Forminator, Fluent Forms, and SureForms — plus native support for our own Trinity Forms.
14-day money-back, no questions asked. Buy a license, install it, and if it's not for you, email us within two weeks for a refund.
Yes — we'll prorate the difference for the remaining term. One email and your activation pool jumps to the new site count.