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File box

Keep important files close at hand in the contact file box.

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Groundhogg’s Contact File Box feature makes managing important documents and files easier by allowing you to upload files directly to a contact’s record. Whether you’re working within the contact profile or through a form submission, this feature ensures that all relevant files are conveniently stored and accessible.

Easy File Management

Upload contracts, proposals, images, or any other important documents directly to a contact’s profile. This centralized storage keeps all necessary files within reach, streamlining your workflow and ensuring that everything related to a contact is organized in one place.

Seamless Form Integration

Files can also be uploaded through forms, allowing contacts to submit documents that are automatically attached to their profiles. This is particularly useful for gathering necessary paperwork, agreements, or additional information from clients or leads without manual effort.

Features that make business easier

Replace your expensive and broken CRM with one that actually works for less money.

  • Activity Timeline

    See a historical timeline of all the activity of a contact in the contact record.

  • Activity Tracking

    Site activity is automatically collected and saved to the contact record for reporting.

  • Advanced Search Filtering

    Search by any kind of data in your database, and the data of other plugins.

  • Birthdays

    Keep track of a contact’s birthday for those important birthday emails.

  • Centralized Contact Record

    See data from all your other plugins related to the contact on one screen.

  • Company Records

    Keep track of companies and related contacts to companies.

  • Contact Demographics

    Know who your contacts are so you can deliver hyper targeted messaging.

  • Contact Management

    Keep track of your contacts right inside the WordPress admin dashboard.

  • Contact Relationships

    See and track parent/child relationships for contacts.

  • Custom Fields

    Unlimited custom fields to collect the data that’s important to you.

  • Custom Reports

    Build a custom report dashboard to better understand your audience.

  • Deep Data Cards

    See important data from addons, plugins, and integrations all from the contact record.

  • Deep Data Search

    Search your contacts with the data from plugin integrations.

  • Easy Import & Export

    Quickly import or export your contacts in a few clicks.

  • GDPR Compliant

    Let us worry about compliance, you focus on running your business.

  • Geolocation

    Location and timezone is known automatically so you always call on time.

  • Notes

    Keep track of sales conversations and actions in the contact notes.

  • Related Companies

    Keep track of parent and subsidiary company records.

  • Saved Searches (Lists/Segments)

    Use saved searches to keep dynamic lists of your contacts on hand.

  • Search Filters

    Search by any kind of data in your database. The most flexible CRM search available without upgrading to enterprise level software.

  • Staff Permissions

    Give staff members limited access to their own contacts in the admin.

  • Tags & Segmentation

    Segment contacts with tags, or by search using search filters.

  • Tasks

    Keep track of important todo items with tasks!

You can RELAX now, Groundhogg Actually WORKS!

You can unlock File box, as well as a suite of many more CRM and marketing automation features that also work (yes, really!) when you sign up!

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Start a 14 day demo
Groundhogg relaxing at the beach with a drink

Colin Longworth

Founder of WooNinja
Integrating Groundhogg with Easy Digital Downloads was a breeze! Groundhogg was incredibly easy to integrate with my EDD storefront. In minutes I had powerful funnels to thank customers for their purchases, seamless broadcasts to update them on new features and rock-solid automations to keep my work day moving.
Switched from ActiveCampaign

Clifton Griffin

Founder of CheckoutWC
Groundhogg is a complete CRM solution and it’s the best possible CRM for integrating with WordPress! After spending years with MailChimp and ActiveCampaign, I finally realized that it is nearly impossible to perfectly sync your customer data to from Easy Digital Downloads to an external CRM. Trying to email a segment of people who have a specific price plan? You can never have confidence that the right people are getting the email with traditional systems. Groundhogg makes it completely effortless. If you’re worried about running your own CRM – don’t be. Groundhogg is a painless and has great support.
Switched from ActiveCampaign

Eric Noden

Musician
Groundhogg is an incredible piece of software. The support and development are both top notch. This software makes it possible to create a customized CRM tool within WordPress .This can replace expensive SAS tools like Active Campaign, Infusionsoft and Kajabi.
Switched from ActiveCampaign

Jessie Brown

Digital Marketer
This team works really hard on providing an in-depth well-coded product for marketers. They have also a great support team in place. I cannot say enough good about this plugin and team.
Switched from Mailchimp

Victoria Bagnell

Coach
The editor is easy to use. It has similar functionality as MailChimp and the overall cost is so much cheaper. I also like how Groundhogg seems to always be improving their product and working with other companies to offer their customers more ways to expand and grow their business. I am overall very impressed.
Switched from Mailchimp

Devyn Brugge

Digital Marketer
Been using Groundhogg.io on most of my websites and client-sites since November 2019. Having moved from MailChimp and HubSpot, I find that Groundhogg simply provides more for so much less than traditional SaaS-platforms, without skimping on features or performance.
Switched from HubSpot

Christopher Hussey

Digital Marketer
The team behind Groundhogg is truly incredible. They set the standard for support and service to their customers. Honestly, I dont know how they do all they do. I have been using their product for over a year and have received above and beyond support every single time I’ve needed it.
Switched from ActiveCampaign

Craig Grella

Agency
I don’t leave a lot of reviews, but this one is warranted. Groundhogg is a fantastic plugin. It just works. As a CRM, it provides good core functionality. It provides customization. It is extensible enough for my needs, and as an agency, my client needs. I’ve used nearly every cloud CRM on the market. Groundhogg is good enough to be competitive with all these, and for the price, it is an amazing value.
Switched from Mailchimp

Ilya Gurman

Founder @ WpWorld
I normally don’t write reviews, but this one just deserves it. I’ve seen some customer-centric products, but none like this. Incredible functionality, support, efficiency, and most of all – pure understanding of the target audience needs & expectations. I’m a Keap/Infusionsoft user, and Groundhogg provides almost the same functionality, with a faster, smoother & a more convenient user experience, for the fraction of the price.
Switched from Keap (Infusionsoft)

Andrew Zimbel

Director of Sales & Marketing @ Higgins Event Rentals
Groundhogg works really well. It is straightforward and intuitive in its setup. I recommend it.
Switched from Keap (Infusionsoft)

Gerrit Jessen

Founder @ InKontaktbringer
The Support is brilliant and the tool is magnifique. Was using Klick-Tipp, ActiveCampaign and FluentCRM. Groundhogg haas all i need and is very progessive with new features and quality releases.
Switched from ActiveCampaign

Michael Montefusco

CEO @ Fitness Marketing Machine
An Absolute No Brainer! Groundhogg is FAR superior to ActiveCampaign. It has more variability, customization and saves me a ton of $$$.
Switched from LOG – License Activated: 1852

Oliver Fritsch

Founder @ Denkzeuge
We switched from Zoho to Groundhogg and never looked back. Much better price-value ratio, very friendly and helpful support, open for new feature requests.
Switched from LOG – License Deactivated: 2007

Derek Ashauer

CEO @ WP Sunshine
High quality in every way! I’m no longer worried about rising costs every few months as I grow my list and the integrations within the WordPress world make me feel more confident I am maximizing my efforts.
Switched from ActiveCampaign

Douglas Campbell

WellStar360
My businesses do not really need a complicated and expensive CRM. Groundhogg is the perfect solution for helping me manage members’ experience and scale my membership platforms.
Switched from Keap (Infusionsoft)

Erik Ingvoldstad

CEO @ Acoustic
Groundhogg is fully integrated into WordPress rather than a stand-alone CRM, making it easy for designers, developers and regular users to implement and use. Using it with pro features and MailHawk makes for a really simple combo that just works. Love it.
Switched from Zoho