Are you searching for a CRM solution for your WordPress website to help you take your business to the next level? If you deal with customers daily or are in the lead-generation business and want to improve your relationships with your existing and prospective customers, there are a lot of WordPress CRM plugins available in the market that can help you exploit your online resources. With the help of a CRM system, you can better manage your customers, allowing you to forge long-term relationships and increase your sales.
But before we move to the list of CRM plugins for your WordPress, let me give a little background of what CRM is all about.
What is CRM?
Customer Relationship Management is a fully-functional tool that is designed for business professionals and entrepreneurs dealing with many different types of customers on a routine basis. It helps them manage their relationships with clients and customers easily and effectively through features like client database management, live chat, sales analytics, lead management and much more.
The most important benefit of using CRM tools is that they make it easy for you to stay connected to your customers and cater to their individual needs. These tools give you the opportunity to convert people who take interest in your goods or services into customers. They help you retain customers and clients by carefully analysing their needs and personalizing content and messaging accordingly.
Since WordPress offers all types of functionalities through its free and paid plugins, there are also WordPress CRM plugins that integrate seamlessly with your WordPress website without affecting its performance.
Without further ado, let’s look at the best WordPress CRM plugins that you can use to bolster the status of your business.
WP-CRM WordPress CRM plugin allows you to extend the built-in user management system of WordPress and lets you add customized metadata. WP-CRM has easy-to-use forms that can be used for the front-end and added to your website pages. Another great thing about WP-CRM is that it has powerful filtering features. They allow you to sort through customers using custom attributes that you can add yourself. While the plugin is free, you will have to purchase its add-ons if you want to further extend its functionality.
Here is Why WP-CRM is One of The Best WordPress CRM Plugins Around:
- Excellent user organization, filtering and editing.
- Ability to easily add new user data attributes (i.e. Company Name).
- Dynamic charts representing attributes with quantifiable data.
- Contact Forms for front-end.
- Notifications management.
If you already have Salesforce CRM that you use for managing your business contacts and other information, you may like the WordPress-to-lead for Salesforce CRM plugin as well. It links and synchronizes your website to your Salesforce CRM account. With this plugin, you can easily manage your leads that were captured through your WordPress website and sync it with the account of your Salesforce CRM. This WordPress CRM plugin can also be easily added to your WordPress pages and posts.
Features That Makes Brilliant Web-to-Lead for Salesforce a Great WordPress CRM Plugin:
- Allows you to collect leads through your WordPress site and feed them directly to your Salesforce account.
- Cloud based data storage for maximum website security
- Easily integrates your website with Salesforce CRM
The UpiCRM plugin is a free WordPress CRM plugin with no software version that it can connect to for integration. It works in collaboration with your WP contact form plugins in order to manage and generate leads inside WordPress. The plugin has a robust user-management system that enables the user to group contacts, assign leads, send emails, and many other things. Another great thing about UpiCRM is that it works with your Google Analytics account as well and gives comprehensive insights into all the user-activity on your website.
Features That Makes UpiCRM a Great WordPress CRM Plugin:
- Intrusive and easy to set up
- Complete customer lifecycle management
- Teamwork and collaboration
- Analytics, tracking and sorting of clients’ data
4. Zero BS CRM
As the name suggests, Zero BS CRM is the best no nonsense CRM for WordPress. This WordPress CRM plugin was designed for ultimate customer relationship management that can help you handle customers effectively and generate profitable relationships with your clients. The plugin is free to download and you can install it easily on your WordPress site.
Zero BS CRM WordPress CRM plugin is Compatible with the following Extensions:
- PayPal CRM Sync
- CSV Customer Importer
- Mail Campaigns
- Invoicing PRO
- Gravity Forms
5. WP ERP
WP ERP is one of the best WordPress CRM plugins around and comes with a fully stacked feature set that caters to professionals from HR, accounts, finance and business managers. The plugin is developed by WeDevs, a popular WordPress development agency that has produced many amazing WordPress plugins throughout their tenure.
Here Are Some of The Features That Makes WP ERP a Great WordPress CRM Plugin:
- Make notes for each customer
- Activity logs show all dealings.
- Schedule meetings & calls directly
- Create company profiles
- Filter contacts using keywords or attributes
- Saved search filters & conditions
- Assign contacts & tasks to the right agents
6. HubSpot CRM
We’ve all heard of HubSpot but we might not know what they are most known for. While they have one of the best blogs on digital marketing, they are more famous for their exceptional tools and HubSpot CRM is one of them. The plugin is highly effective in nurturing your leads and turning them into paying customers for your business.
Here is What You Can Get From HubSpot CRM WordPress CRM Plugin:
- CRM and contact management platform
- Email newsletter and marketing automation
- Forms and Popups
- Live chat and chatbots
- Built In Analytics and Dashboards
This is one of the paid WordPress CRM plugins that you can download from CodeCanyon. The plugin is developed by Actuality Extensions who have a great portfolio of plugins that includes WooCommerce Order Notes, WooCommerce Conditional Features Image and more.
Features That Makes WooCommerce Customer Relationship Manager a Great WordPress CRM Plugin:
- View crucial customer indicators on the orders page.
- Send emails using the stores default WooCommerce template instantly.
- Include dynamic information in emails sent in bulk or to a single recipient.
- Place phone calls and assign products to the call for follow ups
- Delegate agents to customers for personal management.
- Group customers dynamically or a fixed set of customers
Groundhogg is a popular CRM plugin that helps users simplify and consolidate sales and marketing which saves a lot of time and delivers better results. While this is a third party tool, it also comes in the form of a WordPress CRM plugin that you can download for free from the WordPress repository. The plugin is a great solution for WordPress users to integrate this third party CRM tool with their website.
Features That Makes Groundhogg a Great WordPress CRM Plugin:
- Unlimited emails to clients
- Unlimited contacts
- Drag and drop email builder
- Automated funnel builder
- Import and export unlimited data
WP CRM system is a relatively new WordPress CRM plugin but it’s highly functional and pack with a lot of features. The plugin allows you to have an unlimited number of records and lets you sort them for future reference. You can also manage team, projects, assign tasks and track marketing campaigns from the WordPress dashboard that you are already familiar with.
Features That Makes WP CRM System a Great WordPress CRM Plugin:
- Import contacts from your old CRM
- Receive email updates upon creating a project or task
- Create new contacts from existing users
- GDPR compliant
In today’s timeline, you can easily find a whole host of WordPress CRM plugins that can integrate with hundreds of premium CRMs and email marketing services providers. They can also be used in conjunction with Google Analytics through its powerful reporting along with client analysis tools, visual graphics form builder, track page conversion system, search functionalities, several lead synchronization with other system, and acquiring in-depth information regarding clients. While it may be difficult to find a CRM with all these features and functionalities, there are a few that offer a complete package solution for all types of WordPress users, no matter
CRM’s are essential to create meaningful and profitable relationships with your clients. Whether you have to create a large client data base or want to create personalized emails and messaging, CRMs take care of everything. In this article I listed the best and up to date WordPress CRM plugins that you can use to nurture your leads and turn them into paying customers and clients.
If I missed your favorite WordPress CRM plugin, do let me know in the comments or ping me at firstname.lastname@example.org
In today’s timeline, you can easily find a whole host of WordPress plugins and software that can integrate with hundreds of premium CRMs and email marketing services providers. They can also be used in conjunction with Google Analytics through its powerful reporting along with client analysis tools, visual graphics form builder, track page conversion system, search functionalities, several lead synchronization with other system, and acquiring in-depth information regarding clients. While it may be difficult to find a CRM with all these features and functionalities, there are a few that offer a complete package solution for all types of WordPress users, no matter