# Kelune CRM

> Kelune CRM is an email marketing CRM: contacts, segments, email campaigns and visual automation. It comes in two separate editions: Kelune CRM Cloud, a hosted app at app.kelunecrm.com, and Kelune CRM Self-hosted, a free plugin with a paid Pro add-on that runs inside your own WordPress site.

- Kelune CRM Cloud (hosted by us): every feature is on every plan, and plans differ only in size. Free covers 1,000 contacts and 5,000 emails a month; paid plans are $9, $19 and $49 a month per workspace. Mail goes out through the workspace's own SMTP, Amazon SES, Mailgun or SendGrid account.
- Kelune CRM Self-hosted (hosted by you): the free plugin on WordPress.org has no contact or email limit and stores everything in the site's own database. Kelune CRM Pro adds dynamic segments, smart links, conditional automation with email open and click triggers, advanced automation actions and campaign A/B testing, licensed per site from $39 a year. It needs WordPress 6.6 and PHP 8.1 or newer.
- The two editions are separate products with separate accounts and licenses; a Cloud plan does not include the plugin, and a Pro license does not include Cloud.

## Product

- [Kelune CRM Cloud](https://kelunecrm.com/): The hosted edition: what it does, who it is for, and the common questions.
- [Cloud features](https://kelunecrm.com/features): Every Cloud feature, grouped by area.
- [Pricing](https://kelunecrm.com/pricing): Cloud plans and limits, Pro license prices, and Free vs Pro for the plugin.
- [Cloud vs WordPress](https://kelunecrm.com/compare): How the two editions differ and which one fits.
- [Kelune CRM for WordPress](https://kelunecrm.com/wordpress): The plugin edition: what it does, requirements and common questions.
- [WordPress plugin features](https://kelunecrm.com/wordpress/features): Every plugin feature, marked free or Pro.
- [Changelog](https://kelunecrm.com/changelog): Every release of Cloud, the free plugin and Pro.
- [Contact](https://kelunecrm.com/contact): Pre-sales questions, bug reports and feature requests.

## Kelune CRM Cloud docs

- [How to create your Kelune CRM Cloud account](https://kelunecrm.com/docs/cloud/getting-started/create-account.md): Sign up for Kelune CRM Cloud with no card, confirm your email address, create your first workspace on the Free plan, and switch between workspaces.
- [How to finish the workspace setup wizard](https://kelunecrm.com/docs/cloud/getting-started/setup-wizard.md): Add your business details, set your default sender, create your first lists and tags, and invite your team in the Kelune CRM Cloud setup wizard.
- [How to read the dashboard and analytics](https://kelunecrm.com/docs/cloud/getting-started/dashboard-overview.md): Read the workspace dashboard, follow the getting started checklist, and use the Analytics tabs to see how contacts and emails perform over time.
- [How to connect an email provider](https://kelunecrm.com/docs/cloud/getting-started/connect-email-provider.md): Connect SMTP, Amazon SES, Mailgun, or SendGrid to your workspace, check the connection, send a test, choose the default provider, and set up bounce handling.
- [How to import contacts](https://kelunecrm.com/docs/cloud/getting-started/import-contacts.md): Upload a CSV or Excel file, map its columns to contact fields, add lists and tags in the same import, and review which rows were created, updated, or skipped.
- [How to send your first campaign](https://kelunecrm.com/docs/cloud/getting-started/first-campaign.md): Create an email campaign, add its content, set the subject and sender, choose the audience, send a test, then send it now or schedule it and read the report.
- [How to set up general settings](https://kelunecrm.com/docs/cloud/getting-started/general-settings.md): Set your logo, business name and address, choose which contact fields are required and unique, and decide whether email opens and clicks are tracked.
- [How to check plans, usage, and billing](https://kelunecrm.com/docs/cloud/getting-started/plans-and-usage.md): Compare the Free, Starter, Growth, and Scale plans, check your workspace's usage, see what happens at a limit, and upgrade, downgrade, or cancel.
- [How to manage contacts](https://kelunecrm.com/docs/cloud/contacts/manage-contacts.md): Add and edit contacts, find them with search and filters, change many at once with bulk actions, assign an owner, and delete or erase a contact.
- [How to organize contacts with lists and tags](https://kelunecrm.com/docs/cloud/contacts/lists-and-tags.md): Create lists and tags, add contacts to them one at a time or in bulk, and use them to choose who gets your campaigns, sequences and automations.
- [How to add custom fields](https://kelunecrm.com/docs/cloud/contacts/custom-fields.md): Add your own contact fields, choose their type and options, put them in order, and use them in emails, segments, imports and automations in Kelune CRM Cloud.
- [How to build segments](https://kelunecrm.com/docs/cloud/contacts/segments.md): Build a segment from rules on contact fields, lists, tags and email activity, preview who matches, and let it refresh itself on a regular schedule.
- [How to export contacts](https://kelunecrm.com/docs/cloud/contacts/export-contacts.md): Export the contacts that match your search and filters to a CSV or Excel file, choose the columns, and download the file when the export is ready.
- [How to use notes and the activity timeline](https://kelunecrm.com/docs/cloud/contacts/notes-and-activity.md): Keep notes about a contact, read everything they did in their activity timeline, and check or resend the emails they were sent from their profile.
- [How to set up double opt-in](https://kelunecrm.com/docs/cloud/contacts/double-opt-in.md): Write the confirmation email new contacts get, choose where they land after confirming, and resend the email to a contact who is still pending.
- [How to use smart links](https://kelunecrm.com/docs/cloud/contacts/smart-links.md): Create a tracking link that tags a contact, adds them to a list or starts an automation when they click it, then read its total and unique clicks.
- [How to collect leads from Meta lead ads](https://kelunecrm.com/docs/cloud/contacts/meta-lead-ads.md): Connect a Facebook Page through your own Meta app so leads from Facebook and Instagram lead ads arrive as contacts, sorted into lists and tags by form.
- [How to design email templates](https://kelunecrm.com/docs/cloud/email-campaigns/email-templates.md): Create a reusable email design in the visual or rich text editor, add merge tags, preview and test it, and use it in campaigns, sequences, and automations.
- [How to use the media library](https://kelunecrm.com/docs/cloud/email-campaigns/media-library.md): Upload images for your emails, sort them into folders, set default alt text, see where each image is used, and stay within your plan's storage.
- [How to manage email campaigns](https://kelunecrm.com/docs/cloud/email-campaigns/email-campaign.md): Find campaigns by status, unschedule, pause, resume, or cancel a send, retry failed emails, tag contacts by what they did, and duplicate or delete campaigns.
- [How to A/B test a campaign](https://kelunecrm.com/docs/cloud/email-campaigns/ab-test-campaign.md): Send two or more versions of a campaign to part of the audience, let the better one win by open or click rate, and send the winner to everyone else.
- [How to send a campaign follow-up](https://kelunecrm.com/docs/cloud/email-campaigns/campaign-follow-ups.md): Send a sent campaign again to the contacts who did not open it or did not click a link, with a new subject line or new content if you want to.
- [How to send recurring campaigns](https://kelunecrm.com/docs/cloud/email-campaigns/recurring-campaigns.md): Send an email on a daily, weekly, or monthly schedule, fill it from your blog or shop feed, and send each edition automatically or after approval.
- [How to build email sequences](https://kelunecrm.com/docs/cloud/email-campaigns/email-sequences.md): Send a series of emails to each contact, timed from when they join, add contacts from lists, segments, or automations, and follow each email's results.
- [How to read email logs and reports](https://kelunecrm.com/docs/cloud/email-campaigns/email-logs-and-reports.md): Look up any email the workspace sent, see whether it was delivered, opened, or clicked, resend or export it, and understand how campaign figures are counted.
- [How to set global email settings](https://kelunecrm.com/docs/cloud/email-campaigns/global-email-settings.md): Set the workspace's default sender and reply-to address, write the footer every email ends with, and choose where people land after they unsubscribe.
- [How to build your first automation](https://kelunecrm.com/docs/cloud/marketing-automation/first-automation.md): Create an automation from a template or from scratch, choose its trigger, add emails and delays on the canvas, test it, and switch it on for contacts.
- [How to use triggers, delays, and actions](https://kelunecrm.com/docs/cloud/marketing-automation/triggers-delays-actions.md): Every trigger that starts an automation, every way to wait, and every action an automation can take, including calling another app with a webhook.
- [How to build a conditional automation](https://kelunecrm.com/docs/cloud/marketing-automation/conditional-automation.md): Send contacts down different paths on their details, tags, lists, segments and email activity, split them at random, or wait until they act.
- [How to start automations from an incoming webhook](https://kelunecrm.com/docs/cloud/marketing-automation/incoming-webhooks.md): Create a webhook URL that other apps post contacts to, choose what it may change, send data to it, and start an automation when it receives a contact.
- [How to read automation reports](https://kelunecrm.com/docs/cloud/marketing-automation/automation-reports.md): See how many contacts entered and finished an automation, where they are now, how each step performed, and the full path a single contact took.
- [How to invite and manage members](https://kelunecrm.com/docs/cloud/workspace/members.md): Invite people to your workspace with a role, follow and resend invitations, change a member's role, remove members, and hand over ownership.
- [How to set roles and permissions](https://kelunecrm.com/docs/cloud/workspace/roles-and-permissions.md): Learn what each built-in role can do, change the permissions of a role, and create custom roles that fit the way your team works in Kelune CRM Cloud.
- [How to manage workspace settings](https://kelunecrm.com/docs/cloud/workspace/workspace-settings.md): Rename a workspace, change its address and time zone, export all of its data, delete it, restore it within 30 days, and create more workspaces.
- [How to create API keys](https://kelunecrm.com/docs/cloud/workspace/api-keys.md): Create an API key for your own code or another app, give it a role and an expiry, send it with each request, and revoke it when it is no longer needed.
- [How to connect AI tools](https://kelunecrm.com/docs/cloud/workspace/ai-tools.md): Connect Claude, ChatGPT, Cursor and other AI tools to your workspace over MCP, choose what they may do, see what they did, and disconnect them at any time.
- [How to secure your account](https://kelunecrm.com/docs/cloud/workspace/account-security.md): Change your password, turn on two-factor authentication, add a passkey, sign out of other devices, and reset a forgotten Kelune CRM Cloud password.
- [How to read the audit log](https://kelunecrm.com/docs/cloud/workspace/audit-log.md): See who changed what in your workspace and when, including changes made with API keys and AI tools, and find one event by person, action, or record.
- [How to check queue health](https://kelunecrm.com/docs/cloud/workspace/queue-health.md): See whether campaign emails, automation steps, and segment refreshes are being processed on time, and what to do when something looks stuck.

## Kelune CRM for WordPress docs

- [How to install and activate Kelune CRM](https://kelunecrm.com/docs/wordpress/getting-started/installation.md): Install Kelune CRM for free from WordPress.org, activate it on your site, check the WordPress and PHP requirements, and open the setup wizard.
- [How to complete the Kelune CRM setup wizard](https://kelunecrm.com/docs/wordpress/getting-started/setup-wizard.md): Add your business details, create starter contact lists and tags, and finish the Kelune CRM setup wizard the first time you open the WordPress plugin.
- [Kelune CRM dashboard: a complete overview](https://kelunecrm.com/docs/wordpress/getting-started/dashboard-overview.md): Understand the contact, campaign, automation, growth, onboarding and email performance figures on the Kelune CRM for WordPress dashboard screen.
- [General settings in Kelune CRM](https://kelunecrm.com/docs/wordpress/getting-started/general-settings.md): Set your business identity, sync WordPress user accounts to contacts, create contacts for new users, and add opt-in to comment and signup forms.
- [How to install and activate Kelune CRM Pro](https://kelunecrm.com/docs/wordpress/getting-started/pro-installation.md): Install the Kelune CRM Pro add-on next to the free plugin, activate its license, and confirm that the Pro features and automatic updates are available.
- [How to add and manage contacts](https://kelunecrm.com/docs/wordpress/contacts/manage-contacts.md): Create contacts in the WordPress plugin, update their details, organize them with lists and tags, and use the Contacts table to find and manage people.
- [How to import contacts from CSV or Excel](https://kelunecrm.com/docs/wordpress/contacts/importing-contacts.md): Upload a CSV or Excel file in the WordPress plugin, map its columns to contact and custom fields, and review which contacts were created, updated or skipped.
- [How to organize contacts with lists and tags](https://kelunecrm.com/docs/wordpress/contacts/lists-and-tags.md): Create lists and tags in the WordPress plugin, assign them to contacts one by one or in bulk, and choose a structure that keeps your audience easy to target.
- [How to create and manage custom fields](https://kelunecrm.com/docs/wordpress/contacts/custom-fields.md): Add custom contact fields in the WordPress plugin, choose one of eleven field types and its options, and use the fields in imports, segments and emails.
- [How to configure double opt-in](https://kelunecrm.com/docs/wordpress/contacts/double-opt-in.md): Write the confirmation email, turn on double opt-in for each contact source, and make new subscribers confirm before they receive any campaign email.
- [How to create a dynamic segment](https://kelunecrm.com/docs/wordpress/contacts/dynamic-segments.md): Build a Kelune CRM Pro segment from contact conditions, preview the contacts that match, and keep its membership current with automatic refresh.
- [How to create and use smart links](https://kelunecrm.com/docs/wordpress/contacts/smart-links.md): Create a Kelune CRM Pro tracking link that redirects contacts and updates their tags, lists or automations when a known contact clicks it in an email.
- [How to configure an email provider](https://kelunecrm.com/docs/wordpress/email-campaigns/email-provider.md): Connect SMTP, Amazon SES, Mailgun or SendGrid to the WordPress plugin, set the sender details, and route the rest of your site's WordPress email too.
- [How to create an email template](https://kelunecrm.com/docs/wordpress/email-campaigns/email-template.md): Build a branded email template in the WordPress plugin's drag-and-drop editor, preview it, send a test, and reuse it in campaigns and automations.
- [How to create and send an email campaign](https://kelunecrm.com/docs/wordpress/email-campaigns/email-campaign.md): Choose recipients by tag or list, design the email, review the delivery settings, and send a WordPress plugin campaign now or schedule it for later.
- [How to view email logs and campaign reports](https://kelunecrm.com/docs/wordpress/email-campaigns/email-logs-and-reports.md): Inspect every email the WordPress plugin sent, with its status, opens and clicks, and read campaign delivery, engagement, device and link results.
- [How to create an A/B test campaign](https://kelunecrm.com/docs/wordpress/email-campaigns/ab-test-campaign.md): Compare subject lines, content, sender names or whole emails with Kelune CRM Pro, send to a sample, and let opens or clicks pick the winning version.
- [How to create your first marketing automation](https://kelunecrm.com/docs/wordpress/marketing-automation/first-automation.md): Create an automated contact journey in the WordPress plugin from a starter template or from scratch, set up its steps, test it, and switch it on.
- [Automation triggers, delays, and actions explained](https://kelunecrm.com/docs/wordpress/marketing-automation/triggers-delays-actions.md): Learn how contacts enter a WordPress plugin automation, how timed delays work, and what each automation action does, including the Pro additions.
- [How to build a conditional automation](https://kelunecrm.com/docs/wordpress/marketing-automation/conditional-automation.md): Split a WordPress plugin automation into Yes and No paths with Kelune CRM Pro, using contact, list, tag, segment, email open or click conditions.

## Optional

- [Full text](https://kelunecrm.com/llms-full.txt): this site's product facts and every docs article in one Markdown file.
- [Legal](https://kelunecrm.com/legal): privacy policy, terms of service, refund policy and license agreement.