One CRM Plugin — Whamos Ltd

A Lightweight CRM Built Into WordPress — No Subscription Required

Contact management, communication history, task management, and lead pipeline — all within your WordPress admin. No third-party CRM subscription. No customer data leaving your server. No separate system to log into. CRM functionality without enterprise overhead or data privacy concerns.

200+

Websites Built

2020

Established In Cumbria

24/7

Customer Support

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CRM Without the Enterprise Complexity or US Data Centres

Enterprise CRM platforms — Salesforce, HubSpot, Zoho — are built for sales teams with complex pipeline management, marketing automation, and reporting requirements. Most small Cumbrian businesses need a fraction of this functionality. None of them need the complexity, the monthly cost, or the GDPR implications of sending customer data to servers in the United States.

One CRM is built into your WordPress site. Your customer data stays on your server, in your database, in Cumbria. You log into WordPress as normal — your CRM is right there alongside your pages, posts, and other content.

How One CRM Works

Six features giving small businesses the CRM functionality they need without the enterprise overhead.

Contact Record System

Full contact records for every customer and prospect — name, company, contact details, tags, custom fields, and notes. Search your full contact database in seconds. Filter by tag, status, or custom field. Import contacts from CSV. Export for any external use. Your complete customer database in your WordPress admin.
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Communication History

Log every interaction with every contact — phone calls, emails, meetings, site visits, and notes. The full history of your relationship with each customer visible at a glance. No more digging through email threads to remember what was discussed or promised. Every contact has a complete, chronological interaction log.
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Task and Follow-Up

Assign tasks to contacts and to team members. Set due dates, priority levels, and reminders. A single outstanding task dashboard shows everything due today and overdue. Never miss a follow-up call, a proposal deadline, or a renewal date. Tasks linked directly to contact records for full context.
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Lead Pipeline View

A kanban-style pipeline for tracking prospects from initial contact through to won or lost. Drag and drop contacts between pipeline stages. See your full pipeline at a glance — how many prospects at each stage, what is moving, what is stalled. The management view that turns a contact list into a sales tool.
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Team Access Control

Multiple team members access the CRM with appropriate permission levels. Sales staff see their assigned contacts and tasks. Managers see the full pipeline and all team activity. Admins see everything and manage the system configuration. Your team uses one shared CRM without everyone seeing everything.
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Data on Your Server

Every contact record, every communication log, every task — stored in your WordPress database, on your server, under your control. No customer data processed by a US company. No GDPR transfer mechanism required. No data leaving Cumbria without your explicit action. GDPR-compliant by architecture, not by policy.
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One CRM — Screenshots

The plugin running in WordPress admin on live client sites.
way out west mountain adventures home page

Contact Record View

Full contact record — details, tags, communication history, and tasks in one view.

way out west mountain adventures home page

Lead Pipeline Dashboard

Kanban pipeline — drag contacts between stages, see the full pipeline at a glance.

West Lakes Stays Home Page Screen Shot

Task and Follow-Up View

Outstanding tasks, due dates, and priority — the daily view for follow-up management.

Your Customer Data Stays in Cumbria

Every major CRM platform — Salesforce, HubSpot, Zoho, Pipedrive — processes your customer data on servers in the United States. Under GDPR, this requires either Standard Contractual Clauses or an adequacy decision. In practice, most small businesses using US CRM platforms are non-compliant with GDPR data transfer requirements without realising it.

One CRM stores all data in your WordPress database, on your hosting server. If your site is hosted in the UK or EU — as most Cumbrian business sites are — your customer data never leaves UK or EU jurisdiction. No transfer mechanism required. No privacy policy disclaimer about US data processing. GDPR-compliant by architecture.

Combined with the TP Chat Bot via n8n integration, new chat leads can be automatically added to One CRM contacts. Combined with our other plugins, customer interactions across booking systems and event management can be logged to contact records. One CRM becomes the central customer record for your business, not a standalone contact list.

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Contact Record — From Lead to Customer

Bill on the phone with a customer about web designBill on the phone with a customer about web design

Pipeline View — Prospect to Won

South Cumbria Skills Exchange learner management system admin dashboard showing learner counts, tutor lists and quick actionsSouth Cumbria Skills Exchange learner management system admin dashboard showing learner counts, tutor lists and quick actions

Fixed Price. Written Specification. You Own the Code.

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Every plugin we build starts with a written specification. Every feature, every data flow, every integration documented before we write a line of code. The price is fixed against that specification — not an estimate that grows as the project develops.

Your custom-built work is yours on delivery. The code, the database, the documentation. No platform dependency. If you want another developer to extend it in the future, you have everything they need. We write to professional WordPress coding standards and document as we go — not as an afterthought at project end.

We stay involved after launch. Bug fixes for issues arising from our code are covered for an initial period after delivery. For ongoing feature development, WordPress version compatibility updates, and extended support, we offer retainers or ad-hoc arrangements — whatever suits your business. Most software evolves after initial delivery, and we build long-term relationships with clients.

Based in Millom, South Cumbria. When you contact us, you get a response from someone who knows your project. Available outside normal hours for clients whose plugins are business-critical.

Where One CRM Fits

Part of our broader plugin portfolio for Cumbrian businesses.

TP Chat Bot Integration

Combine One CRM with the TP Chat Bot via n8n — new chat contacts automatically created in One CRM. Every website chat lead captured and managed without manual data entry.
Read About Our Chat Bot

All WordPress Plugins

One CRM is one of twelve plugins we have built for WordPress. See the full portfolio of plugins available for Cumbrian businesses.
All Our WordPress Plugins

Web Design with CRM

Every website we build can include One CRM from launch day. Contact management integrated into a site built to rank in Google for Cumbrian searches.
Read About Our Web Design

Local SEO to Fill Pipeline

A CRM pipeline only works if leads are coming in. Our local SEO programmes get Cumbrian businesses into the Google Map Pack — generating the enquiries that fill your CRM pipeline.
Read About Our Local SEO

One CRM Plugin — Frequently Asked Questions

Yes — we can install and configure this plugin on your existing WordPress site. We assess compatibility with your current theme and plugins at specification stage and flag any potential conflicts before development begins.

We produce a written specification first, then price against it — fixed, not an estimate. Cost depends on the complexity of your specific requirements. Contact us to discuss your requirements and we will provide a fixed-price quote with no obligation.

Yes — completely. The code, the database, and the documentation are all yours on delivery. No monthly licence fee. If you want another developer to extend it, you have everything they need. This is how we believe software development should work.

Depends on the complexity of your specific requirements. We give you an honest timeline estimate as part of the specification process — based on what the project actually requires. Contact us to discuss and we will give you a realistic timeline.

Bug fixes arising from our code are covered for an initial period after delivery. For ongoing feature development and WordPress version compatibility, we offer retainers or ad-hoc arrangements. Every plugin is thoroughly documented so maintenance is straightforward for us or any other competent WordPress developer.

Interested in the One CRM Plugin?

Fixed price. Written specification. You own the code. Based in Millom, Cumbria.

CRM in WordPress — The Case for Keeping Customer Data On Your Own Server

Salesforce, HubSpot, Pipedrive, and Zoho are powerful CRM platforms. They are also expensive, complex for small teams, and require you to entrust your complete customer relationship history to a third-party platform whose data practices, pricing, and continued existence you cannot control. For small and medium Cumbrian businesses that need CRM functionality — contact management, communication history, task management, lead tracking — but do not need the enterprise feature set of a full SaaS CRM, our One CRM plugin provides a practical, cost-effective alternative.

All your customer data sits on your own server, behind your WordPress admin login. You are not subject to SaaS pricing increases. You are not locked into an export format that loses data when you try to leave. You are not sharing your customer data with a platform whose monetisation model involves analysing user data. You own your customer relationships, stored where you control them, accessible through the system you already use every day.

The plugin is not a replacement for Salesforce for a business that genuinely needs Salesforce. It is a replacement for the spreadsheet, the notebook, and the email inbox that many small Cumbrian businesses currently use to manage their customer relationships. If you are currently tracking customer contacts and follow-ups in a way that is not scaling, One CRM gives you the structure you need without the overhead of a full enterprise CRM system.

Frequently Asked Questions About Our One CRM Plugin

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