WordPress CRM Plugins is software that helps business websites create and manage relationships with their customers. It can help them to identify and keep track of the customer’s needs, wants, preferences, and more.
Why Do You Need a CRM System?
For your online business to be successful, you need to build strong relationships with your customers. This means that if your visitors have difficulty finding details about your business or need to re-explain their needs to different team members over and over again, they won’t have a good prospect.
To avoid these challenges and develop better customer relationships you can make use of CRM software. With this tool, your business will have relevant data from your consumers that can help you identify key market opportunities and discover ways to improve the customer experience.
Best of all, if you use WordPress, you only need a plugin to connect it.
WordPress plugins specialized in CRM for your website help to optimize your most direct interactions with the client and link them with the backend processes of your company. In turn, your team will be empowered to better manage website interactions, support customers, track historical transactions, and reliably connect with prospects.
Now, the most important question is: which plugin is the most suitable? Which CRM works best with WordPress?
In this guide we will give you the best options, we will delve into what they offer and we will tell you how they stand out among all the existing ones on the market.
This is a summary of the main CRM plugins for WordPress:
The Best WordPress CRM plugins
- HubSpot CRM Plugin
- WP CRM
- Jetpack CRM
- Fluent CRM
- CRM and Lead Management by vcita
- Groundhogg CRM
- WP-CRM System
- Freshworks CRM
- Zoho CRM Lead Magnet
- WP Fusion
1. HubSpot WordPress Plugin
The HubSpot WordPress plugin is designed to make your life so much easier. In context, the plugin connects your WordPress website with your HubSpot CRM to seamlessly send contact information collected in your CMS directly to your contact management tools.
Your business can easily capture, organize and engage visitors with a variety of features including free forms, live chat, and email marketing; plus, you can add any of these to your WordPress pages and posts with no additional coding required.
And, instead of having to switch between your CMS and CRM software to track your growth, the plugin allows you to view your analytics within the same WordPress dashboard. At the same time, it integrates seamlessly with other popular solutions like Gravity Forms, WooCommerce, Stripe, and Zapier.
With the HubSpot WordPress plugin, you can design beautiful WordPress popup forms that convert visitors into leads. Thanks to the drag and drop feature, you can additionally design your popups easily and without any technical knowledge.
Through them you can share forms, link to any URL (either inside or outside HubSpot), offer file downloads, schedule meetings or invite to an event you are organizing.
On the other hand, with HubSpot’s free WordPress plugin you can create professional contact forms to collect relevant information from visitors to your website. No programming or design knowledge is required.
2. WP CRM
Price: Free / Pro version: $9.99/month
The WP ERP plugin is a suite of business management tools that includes human resource management software, accounting software, and CRM.
It is aimed at small and medium-sized businesses and includes several free features such as contact logs to segment custom parameters, auto-generated activity logs, and scheduling tools to book meetings within the plugin.
However, to automatically sync contacts from other tools like Gravity Forms, Mailchimp, and Zendesk, you need to have the Pro version of WP ERP.
Currently, there are also 6 paid extensions for the CRM module of the plugin and several more for accounting and human resources modules.
3. Jetpack CRM
Pricing: Single site plans are priced at $11, $17, and $30 per month, billed annually.
JetPack is an acclaimed suite of WordPress security, analytics, and optimization tools for businesses. And although it is a relatively new product, it offers a CRM accessible directly from your WordPress administration area.
Jetpack CRM plugin includes most of the tools your business needs to better understand and track your visitors, leads, and customers.
Additionally, it allows users to create contacts from form responses, segment, and tag contacts, and view the entire history of interactions with any contact through logs.
This CRM plugin also offers many paid extensions so you can tailor your experiences to suit your needs. Each one can cost you between $29 and $79, which can affect your budget if you require several.
Price: Their plans start from 129 USD up to 499 USD per year
FluentCRM is a WordPress CRM plugin focused on email marketing. It also contains features for running automated email campaigns, segmenting contacts for personalized content, and tracking leads as they progress to becoming customers.
Plus, manually enroll contacts with CSV files or set up trigger events to create contacts, like completing a form or making a purchase.
For email writing, the tool has a very easy-to-use generator; you can do it from scratch or use their email templates, which you can optimize with the help of A/B testing capabilities.
Similarly, this plugin allows you to preview your emails before sending them and see the performance metrics in the analysis view.
FluentCRM integrates with major WordPress plugins like WooCommerce, AffiliateWP, Easy Digital Downloads, and Memeberpress. However, keep in mind that this is a self-hosted plugin; this means that you will be responsible for storing all the data generated in it.
UpiCRM is a lead management solution dedicated to WordPress websites. It’s free, easy to set up, and ideal for site owners who need a lightweight solution with CRM functionality.
It has tracking and intelligence tools, as well as contact management and collaboration features; for example, you can find the customer data you’re looking for and discover ways to improve marketing and conversion results. Additionally, this plugin aggregates leads from all form tools, including Ninja Forms, Gravity Forms, and Contact Form 7, in one place.
6. CRM and Lead Management by vcita
Vcita develops CRM, marketing, and scheduling software for online businesses: their WordPress CRM plugin connects your website to a vcita account and sends visitor interaction data directly to your CRM.
This plugin builds lead capture functionality on top of WordPress and introduces features that allow you to stay in touch with your leads and customers.
Plus, you can easily select contacts from your base using a search function and set up meetings with the help of built-in scheduling and calendar tools.
7. Groundhogg CRM
Price: Their plans range from $20 to $80 per month
Groundhogg is a self-hosted WordPress CRM plugin that focuses on email marketing and marketing automation to help you drive sales and improve customer relationships. This SaaS CRM alternative doesn’t charge you additional fees for your contact count; the monthly rate stays the same even as your list grows.
The plugin can help you capture leads, create and send personalized emails and text messages, collect customer data, and automate the entire customer journey.
With Groundhogg you don’t have to worry about it breaking your accompanying plugins: the CRM is compatible with all major plugins and services like Elementor, WooCommerce, WPForms, and Twilio.
You can also purchase additional premium extensions for more customized functionality.
8. WP-CRM System
The WP-CRM system is designed for small businesses focused on easy and streamlined contract and project management and seamless integration with other applications.
Like Groundhogg, this plugin does not charge you for the size of your contact list. In addition, it is a free tool, which makes it suitable for those businesses that are looking for something basic. However, its function can be improved with a library of premium extensions.
Like other tools you’ve seen, this plugin helps you manage your customer base without having to switch apps: all customer data is organized within your WordPress dashboard for an ideal workflow.
Getting started with WP-CRM is super easy, as the system allows you to import contacts from CSV and integrates with their other services like Slack, Mailchimp, GravityForm, and Zendesk.
9. Freshworks CRM
Price: Their plans range from $29 to $125 per month
Freshworks CRM takes a slightly different approach than the CRMs we’ve shown you so far: This plugin uses artificial intelligence to drive conversion efforts, including lead scoring to determine how likely contact is to convert, AI-assisted bots to help your live chat, smart match to find duplicate contacts in your list.
It also has high-end features like a drag-and-drop tour builder, web forms, and automation with workflows.
Freshworks is ideal for established businesses looking for a medium to enterprise-sized solution, and its integration with WordPress allows you to combine CRM functionality with your CMS.
10. Zoho CRM Lead Magnet
Zoho CRM Lead Magnet is a free, basic plugin for capturing leads. It allows you to create web forms within your dashboard and place them on your WordPress site via shortcode. Visitor data is then collected and sent to your Zoho CRM account automatically.
This plugin, in and of itself, is a quality CRM option for growing businesses. It includes collaboration tools, AI-assisted live chat, automated workflows, and detailed reporting.
Please note that the Zoho CRM Lead Magnet plugin does not integrate Zoho CRM with your WordPress dashboard, only a lead capture form builder is available.
11. WP Fusion
Price: Their plans range from 247 USD to 540 USD
While this plugin is not a CRM itself, WP Fusion can connect your WordPress website to almost any leading CRM of your choice.
WP Fusion integrates with plugins like Gravity Forms, Elementor, Beaver Builder, Advanced Custom Forms, and WooCommerce, turning them into lead capture tools. The data from these are sent directly to your CRM through the tool.
This plugin supports over 40 different CRMs (including some of the ones listed above) and you can easily sync your WordPress site with any of them.
You also don’t need programming knowledge for these integrations: WP Fusion is designed to be easy to use and make CMS-CRM integrations accessible to any user.
4 Aspects to Choosing The Best WordPress CRM Plugins for Your Business
You have already seen a list of the best WordPress CRM plugins, but you may have been left more confused by not knowing which one is the best for your business. Therefore, we share some key points that are easy to analyze so that your decision is easier.
1. Cost adjusted to your needs/business possibilities
The main thing is that you review the budget you have available for this plugin. As you can see, there are many options: from free to some that exceed 100 USD.
Confirm what you can spend and, based on it, discard those that are outside your line.
You can start with a free plugin and gradually scale as the needs of your business increase.
2. User-friendly interface
WordPress CRM plugins should make your life easier, not harder. If you have to spend too much time researching how it works, then ditch it. This tool should be easy to configure and understand.
3. Choice of integrations and extensions
This option will be of great support to you since you will not have to completely change the plugin in case you require more functions. So make sure that the plugin you choose provides you with integrations with different types of plugins.
4. Customer support
We all may have doubts when using a plugin, so it is important that the company that provides you with this tool does not leave you alone on the road. Verify that before installing it, there are several forms of contact where they can guide you or support you with any problem. This also applies to updates.
After setting up WordPress as your CMS, the last thing you might want to do is set up completely new software.
However, good CRM software can make the difference between frustrated visitors and satisfied customers. That’s why these WordPress plugins are designed for seamless integration.
With the right WordPress CRM plugins, you can capture key data, deliver great service, and uncover actionable insights to drive long-term growth and customer loyalty.
And it all starts with clicking “Install” and “Activate”.
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