Best CRM Plugin for WordPress – In the world of business websites, WordPress stands out as a powerful platform for creating visually appealing and professional websites.
It offers a quick and easy way to establish your online presence. However, one of the drawbacks of WordPress is the lack of built-in tools for client management, follow-ups, prospect tracking, invoice sending, and more.
To unlock these essential features, you need to access a Customer Relationship Management (CRM) platform.
Luckily, WordPress CRM plugins are here to help. In this article, we will explore eight top-notch WordPress CRM plugins that can revolutionize your business.
But before we delve into the details of each plugin, let’s understand the significance of CRM plugins for your business.
Once you’ve determined that your business requires a CRM, the next step is finding the right software. Below, we’ll introduce you to several WordPress CRM plugins along with their integration tools, allowing you to seamlessly integrate the platform with third-party services. If you require other types of plugins, be sure to check out our recommendations for the best WordPress plugins.
Without further ado, here are our top plugin recommendations for WordPress CRM:
WP ERP is one of the most widely used CRM plugins available. In fact, it is one of the few plugins that offer a fully developed CRM system along with human resource management options and accounting functionality.
With WP ERP, you can effortlessly manage customers and employees, as well as keep track of where your money is coming from and where it’s going. While there are numerous individual plugins that can be utilized, WP ERP remains the go-to solution.
One limitation of WP ERP is the lack of advanced user interface software found in other CRM platforms. However, upon installation, the free version offers several functionalities. Additionally, you can leverage premium extensions to further enhance your WordPress CRM capabilities, although the standard features provided for small businesses are already extensive.
Key Features:
Pricing: WP ERP is available as a free WordPress CRM plugin, with premium extensions also available.
Beyond its catchy name, the Zero BS WordPress CRM plugin offers a range of advanced features. As the name suggests, Zero BS WordPress CRM is easy to install and suitable for both small and large-scale businesses.
With this plugin, you can store all customer information, including location details and contacts, within your WordPress site. Additionally, you can add personal notes for each customer. What sets this plugin apart is its accounting capabilities.
Zero BS WordPress CRM allows you to track gross and net income, monitor unpaid invoices, and more. Moreover, the CRM plugin stores information about the amount of money you receive from each customer. Overall, Zero BS WordPress CRM is an ideal solution for businesses that require comprehensive numerical analysis.
Key Features:
Pricing: This WordPress CRM plugin is free to use.
For an e-commerce store to grow rapidly and significantly, integrating a CRM system, in addition to WooCommerce, becomes essential. When handling dozens, hundreds, or even thousands of monthly sales, it’s crucial to track and store customer information.
WooCommerce Customer Relationship Manager provides customer-specific metrics, enabling you to identify your top buyers or most loyal customers. Apart from facilitating communication with each customer, this software allows you to assign tasks or customer outreach to specific team members.
Key Features:
Pricing: WooCommerce Customer Relationship Manager is available as a free plugin, with premium extensions for additional features.
HubSpot is a renowned name in the CRM industry, offering a comprehensive suite of marketing tools. Their WordPress plugin, HubSpot All-In-One Marketing, brings their powerful CRM capabilities to your WordPress site.
This plugin allows you to integrate various HubSpot tools, such as forms, popups, live chat, and CRM, seamlessly into your WordPress website. You can easily capture leads, track interactions, and manage customer data within the HubSpot CRM platform.
Key Features:
Pricing: HubSpot All-In-One Marketing plugin is free to use, with premium plans available for advanced features and scaling.
Agile CRM is a powerful CRM platform that offers a WordPress plugin for seamless integration. It provides a comprehensive set of tools for customer relationship management, sales automation, marketing automation, and customer support.
With the Agile CRM plugin, you can track and manage contacts, create customized sales processes, send email campaigns, and even automate repetitive tasks. It also offers analytics and reporting features to measure the effectiveness of your CRM efforts.
Key Features:
Pricing: Agile CRM offers a free plan for up to 10 users, with premium plans available for more advanced features and larger teams.
WP-CRM System is a versatile CRM plugin that integrates seamlessly with WordPress. It provides a comprehensive set of features to help you manage customer relationships, track interactions, and streamline your sales processes.
With WP-CRM System, you can create custom fields to capture specific customer information, categorize contacts, and manage leads. The plugin also offers activity tracking, task management, and email notifications to keep you organized and informed.
Key Features:
Pricing: WP-CRM System offers a free version with limited features, as well as premium plans for advanced functionality and support.
UkuuPeople is a lightweight CRM plugin that aims to simplify customer relationship management for small businesses and nonprofit organizations. It provides an intuitive interface and essential CRM tools to effectively manage your contacts and interactions.
With UkuuPeople, you can create customizable contact profiles, track interactions, set reminders, and segment your contacts. The plugin also integrates with popular email marketing platforms, allowing you to sync your contacts seamlessly.
Key Features:
Pricing: UkuuPeople offers a free version with basic features, as well as premium plans for additional functionality and support.
Zero BS CRM is a user-friendly CRM plugin designed to simplify customer management for small businesses and freelancers. It focuses on providing essential CRM functionalities without unnecessary complexity.
With Zero BS CRM, you can manage customer information, track leads and deals, and log customer interactions. The plugin also integrates with popular email marketing services, enabling you to sync your contacts and automate email campaigns.
Key Features:
Pricing: Zero BS CRM offers a free version with limited features, as well as premium extensions and add-ons for enhanced functionality.
In conclusion, these CRM plugins for WordPress offer a range of options to effectively manage your customer relationships and streamline your business processes. Whether you’re a small business or a larger enterprise, integrating a CRM system into your WordPress website can greatly benefit your customer management efforts and contribute to the growth of your business. Choose a CRM plugin that aligns with your specific needs and start optimizing your customer relationships today.
