17 October 2024
8 Best WordPress CRM Plugins for Scale Your Business
Struggling to keep track of customer interactions, leads, and sales data on your WordPress site? You’re not alone.
Many businesses face this challenge as they grow, leading to lost opportunities and inefficient workflows.
The good news? WordPress CRM plugins can help.
These CRM tools are designed to ease customer relationship management, streamline processes, and boost your business’s efficiency—all within your existing WordPress setup.
In this article, we’ll break down the top 8 WordPress CRM plugins that can improve your customer relations and scale your business effortlessly.
Whether you’re a small business owner or an eCommerce entrepreneur, you’ll find the right solution for your needs.
Ready to find the best CRM plugin for your business? Let’s dive in and explore the best options.
What is a WordPress CRM?
WordPress CRM (Customer Relationship Management) refers to a system that is integrated into your WordPress website through a plugin. It helps you to manage customer interactions, track leads, and organize client data directly from your WordPress dashboard.
With a WordPress CRM plugin, you can streamline tasks such as email marketing, sales follow-ups, and customer support all in one place. These plugins are meant to help businesses automate workflows, improve customer interactions, and scale operations without the need for separate CRM software.
How to Choose the Best CRM Plugins for WordPress?
Having a WordPress CRM plugin isn’t a luxury. It’s a necessity for growing businesses.
With a CRM, companies saw a 53% increase in customer retention rates. No wonder every organization finds it crucial for their business sooner or later!
Here are the following features to consider when choosing a plugins for WordPress CRM:
- Ease of integration with existing WordPress setup and plugins.
- Lead management for tracking, organizing, and prioritizing customer data efficiently.
- Email marketing functionality to automate campaigns and nurture leads directly.
- Customization options to tailor CRM fields and functions to your business needs.
- Contact management to store and organize customer interactions in one place.
- Automated workflows to streamline repetitive tasks and improve efficiency.
- Reporting and analytics to track customer data and measure CRM performance.
- Integration with other plugins, such as WooCommerce or contact form plugins.
- Automated funnel and sequence systems to enhance the efficiency of customer interaction.
- Multiple sales funnel system to boost upsells, downsells, and more.
- Tagging, triggers, and search bar facility for locating customers and groups easily.
That being said, let’s dive into our list of the best CRM plugins for small businesses.
8 Best WordPress CRM Plugins
Ready to add a CRM for WordPress? Here are the top 8 plugins you can try:
1. HubSpot CRM
HubSpot allows you to connect your WordPress site to the HubSpot free CRM plugin. As a result, helps you organize, track, and nurture your leads and customers.
This plugin is much more than just a CRM. It offers a whole suite of features for creating forms, running live chat on your website, and providing analytics. There is even an email marketing tool that allows you to send automated emails and newsletters.
It all comes together in a nice bundle to engage visitors and provide a lovely customer management platform.
HubSpot is well-known for its robust marketing tools, so this is an excellent opportunity to take advantage of one of the best customer relationship tools on the market.
As mentioned, the CRM is absolutely free and offers a WordPress plugin for easy integration with your existing website. It simply takes a few minutes to set up your CRM online.
The CRM plugin comes with a free form builder that captures visitor submissions and instantly syncs them with the CRM. Even if you use a different form builder, such as Gravity Forms or Ninja Forms, the leads will be added to your contact list.
The form builder is useful for creating popups, banners, and embedded forms. Along with that, you get live chat and chatbots to interact with your prospects and personalize your conversation at scale. All chats are automatically saved in the CRM.
All in all, it’s one of the best CRM tools available for WordPress.
Key Features:
- Easily organize, track, and manage your contacts and leads in one place.
- Capture leads through forms, chatbots, and landing pages seamlessly integrated with your CRM.
- Automate follow-up tasks, reminders, and workflows to streamline your sales process.
- Monitor the progress of deals through every stage of your sales pipeline.
- Connect seamlessly with HubSpot’s marketing tools for better lead nurturing.
- Save time with pre-built, customizable email templates.
- Sync your calendar and schedule meetings with ease.
- Predict future sales trends and outcomes using built-in analytics.
- Share notes, tasks, and progress with your team in a centralized platform.
- Track and manage customer support issues directly within the CRM.
Pricing:
HubSpot offers a forever-free CRM tool with up to 1,000 contacts and no limits on customer data. The premium version starts at $20/mo/seat.
2. WP ERP
WP ERP is a free plugin that provides a CRM, HRM, and accounting solution for small and large businesses alike.
This WordPress CRM plugin is made up of different modules: one for CRM functionality and another for HRM and accounting solutions. They have no limitations, so you may make as many entries as you like in all of the modules.
You do not need to spend anything to get started with the WP ERP plugin. The free version includes the most important tools for your business to stay in touch with clients and track those interactions. Some of the free features include business information management, location tools, and a holiday calendar. You can also add contact groups and notes to your customer profiles.
The premium version is only needed if you want premium support, additional extensions, and elements like payment gateways and payroll tools.
Key Features:
- Comprehensive CRM, HRM, and accounting modules in one integrated solution.
- Create a full company profile with white labeling.
- Manage customer relationships, leads, and contacts with ease.
- Seamless integration with WooCommerce for managing eCommerce customers.
- Contact filtering through keywords and attributes.
- Real-time notifications for HR, CRM, and accounting activities.
- 44+ Currency supported for collecting payments.
- Ability to schedule meetings and calls directly.
- Use Activity logs to see all deals.
- Assign contacts & tasks to the right agents
Pricing:
The core plugin is free to use. The premium version starts from $9.99/mo for one user and increases based on users. It also offers premium extensions to add more options to your CRM platform.
3. Groundhogg
Groundhogg is a self-hosted WordPress CRM and marketing automation plugin. This plugin improves your business with sales and marketing automation tools.
Thanks to this CRM, you can automatically guide your customers through the sales pipeline with funnels, email marketing, CRM, and more.
The free version of Groundhogg lets you create forms, send personalized emails, segment your contacts, and use the fully complete CRM to keep track of your customers.
If you need more features, you can purchase a premium version. The premium version offers over 24+ extensions to expand your CRM and over 30+ integrations to connect to your favorite WordPress plugins.
Key Features:
- Open-source CRM and marketing automation for WordPress, offering flexible platform access and customization.
- Advanced emailing system for sending out automated and manual messaging to your contacts.
- Advanced searching and filtering of data.
- Measure the effectiveness of your funnels with easy-to-read metrics.
- Start funnels from forms, payments, new users, and more!
- Built-in reporting for tracking campaign performance and growth metrics.
- GDPR-compliant data management for secure customer information handling.
- Integrate with many WordPress plugins like WooCommerce, Gravity Forms, LifterLMS, etc.
- Groundhogg is a WordPress multisite-compatible plugin.
- CSV importing & exporting.
Pricing:
The core plugin is free to use. The premium version starts from $20/mo for a single site license.
4. Jetpack CRM
Jetpack CRM is a user-friendly customer relationship management plugin for WordPress. It is owned and supported by Automattic, the company behind WordPress.com. Furthermore, it integrates seamlessly with WooCommerce, making it the perfect CRM for WooCommerce.
Jetpack CRM helps you to manage leads, contacts, and customer data all in one place. It provides tools to automate sales processes, track customer contacts, and handle invoicing. Its user-friendly interface makes managing client relationships and workflows much easier.
In addition, Jetpack CRM offers real-time insights into customer behavior and sales statistics. You may automate follow-up and email campaigns to save time on manual tasks.
Overall, Jetpack CRM is a flexible and scalable tool for improving customer relationships and scaling your business.
Key Features:
- Easily manage customer data and communication history in one place.
- Create, send, and track invoices directly from your WordPress dashboard.
- Automate repetitive tasks like follow-ups and email notifications.
- Track leads through your sales funnel and prioritizes based on engagement.
- Sync customer data from WooCommerce for better e-commerce management.
- Send bulk emails and newsletters directly to segmented customer lists.
- Visualize and manage customer journeys through a customizable sales pipeline.
- Track client interactions across email, phone, and other platforms.
- Create and send quotes, converting them to invoices when approved.
- Organize clients into specific groups for targeted marketing efforts.
Pricing:
Jetpack offers a free plan with all the basic functionality. The premium plan starts from $11/mo.
5. Freshsales CRM
Freshsales takes a different approach to WordPress CRM. It uses an AI-based CRM solution to connect with customers, generate more leads, build relationships, and more.
Freshsales uses AI-powered lead scoring, which helps you prioritize leads that are more likely to convert. With Freshsales CRM, you get complete analytics and reports on customer communication. You can also monitor emails, contacts, team activities, and other details within one dashboard.
When it comes to integrations, Freshsales offers native apps and is compatible with third-party services such as Mailchimp, Zapier, Shopify, and more.
Key Features:
- AI-powered lead scoring for prioritizing high-potential prospects.
- Built-in phone, email, and chat communication tools.
- Visual sales pipeline for tracking deal progress.
- Automation of routine tasks to boost productivity.
- Real-time notifications on lead actions and activities.
- Contact management with 360-degree customer view.
- Third-party app integrations to extend functionality.
- Mobile app for managing CRM on the go.
- Personalized email templates and tracking for targeted communication.
- Sales sequences for automating follow-ups and nurturing leads.
Pricing:
Freshsales offers a free plan with basic functionality. The premium plan starts from $9/user/mo.
6. WP Fusion
WP Fusion is a WordPress plugin that integrates your website’s activity into your CRM. You may use WP Fusion to create a membership site, keep your customers’ information up to date, acquire new leads, and track eCommerce transactions. The free version syncs your contacts and user management items between your WordPress site and any third-party CRM you choose.
As a result, it is not a complete CRM system but simply a connector between your WordPress site and the CRM you choose to use. However, the plugin does provide some basic CRM functions, such as automated contact generation and site and database access restrictions.
Key Features:
- Syncs WordPress user data with your CRM automatically and in real time.
- Supports over 100 popular CRM and marketing automation platforms.
- Restricts content access based on user CRM tags or custom fields.
- Automates lead generation and email marketing workflows.
- Integrates with learning management systems for course tracking.
- Automatically tags users based on form submissions, purchases, or actions taken.
- Provides detailed reporting on user activities and CRM interactions.
- Securely syncs data without storing it on your WordPress site.
- Easily integrates with popular WordPress plugins such as WooCommerce, Elementor, MemberPress, WPForms, etc.
- Simplifies abandoned cart recovery with CRM integration.
Pricing:
WP Fusion offers a free plan with 60+ supported CRMs. The premium version starts from $297/year.
7. WP-CRM System
WP-CRM System is a free WordPress CRM plugin built primarily for freelancers and small businesses.
It offers basic CRM functionality for WordPress websites, such as maintaining contacts, tracking conversation history, and assigning tasks.
Furthermore, WP-CRM keeps all of its data in your WordPress database. This means you control all of your data and do not rely on another company to keep it available.
You may also add additional features by purchasing extensions like Zapier, Easy Digital Downloads, Ninja Forms, Client Area, Custom Fields, and so on.
Key Features:
- Unlimited contacts, tasks, and project management without extra fees.
- Automates task assignment and lead tracking to streamline workflows.
- Assign tasks to team members and monitor completion status.
- Log and track customer communication, including emails, calls, and interactions.
- Centralized database system for storing and managing customer information.
- Use it as a self-hosted solution to maintain complete control over your data.
- Customize fields to suit your business and client needs.
- Create and send quotes or invoices directly from the dashboard.
- Integrate seamlessly with popular tools like Mailchimp, Slack, and Zapier.
Pricing:
WP-CRM System offers a free version. Premium extension plans start at $99/year, which includes three extensions on one website. Or you may buy separate extensions.
8. FluentCRM
Next, we have FluentCRM, a self-hosted CRM and email automation plugin for WordPress. Unlike many other CRM software, which stores its data in its own cloud services, FluentCRM data is owned by you and saved in your WordPress database.
FluentCRM cannot only run automated email campaigns but also segment and target individual customers with personalized messaging.
With emailing in mind, this plugin also comes with a user-friendly email builder that can be used on your WordPress site to create personalized emails from scratch. Additionally, you can use the developer’s FluentSMTP plugin to ensure email deliverability.
In addition, FluentCRM seamlessly integrates with popular eCommerce, lead generation, membership, and LMS plugins.
Key Features:
- Set up automated email funnels to streamline your email marketing.
- Get insights from CRM analytics and report dashboard.
- 360-degree view of the customer journey.
- Seamless integration with 40+ plugins for enhanced performance.
- Built-in analytics and A/B testing.
- Drag and drop visual email builder to craft stunning emails.
- Complete control over customer data with no third-party access.
- Use tags to segment and target specific audience groups effectively.
- Manage unlimited contacts with detailed segmentation options.
Pricing:
FluentCRM plan starts from $129/year for a single site license.
Conclusion
So, these are the best WordPress CRM plugins for streamlining your business and collecting more leads and prospects.
With these plugins, you can effortlessly manage, engage, and convert all of your contacts into customers.
Choosing the right plugin from this list might be difficult because they all offer amazing features. However, the selection ultimately comes down to your CRM plugin requirements and needs.
Based on that, you can select the best plugin for your business.
We hope this article helped you find the best CRM plugins for WordPress.
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