A robust customer relationship management software (CRM) is a great way to learn more about your customers and clients, keep them engaged, and follow up at the right time with the right offer.
Whether you sell services or products on your website, it makes perfect sense to integrate your CRM into your website. That’s precisely where WordPress CRM plugins come in handy and in today’s post, we’ll go over reasons for using CRM, show you what to look for in a CRM plugin, and share our top recommendations for the best WordPress CRM plugin out there.
Here are the plugins we’ll be discussing:
|Best WordPress CRM Plugins|
|Why Use a WordPress CRM Plugin?|
|What To Look For In a WordPress CRM Plugin|
|Zero BS WordPress CRM|
|How to Choose The Best CRM Plugin for Your Needs|
Why Use a WordPress CRM Plugin?
The biggest benefit of using a WordPress CRM plugin is the fact that there is no need to switch back and forth between different computer tabs and keeping track of different logins.
With a CRM plugin, everything is housed under one roof and using an interface you’re already familiar with. On top of that, most CRM plugins can be downloaded and used for free so there is no extra cost.
Lastly, a WordPress CRM plugin makes it easy to keep track of contacts that are already stored in your website’s database so you don’t have to worry about syncing or transferring data between the two.
What To Look For In a WordPress CRM Plugin
When it comes to WordPress CRM plugins, you need to take the plugin’s ratings and reviews into consideration as well as the features that are included with the plugin. Let’s go over those in more detail below.
1. Plugin’s ratings and reviews
First things first: you want to make sure that the plugin you’re considering has positive reviews and high ratings. Generally speaking, look for a plugin that has at least a 4-star rating and more positive than negative reviews.
High ratings and positive reviews mean that the plugin in question will meet your demands and won’t disappoint you.
If you’re downloading a plugin from a third-party website, be sure to do a quick Google search for plugin reviews as these will give you a more objective evaluation of the plugin.
2. Support And Maintenance
Another thing you should check for is how many support threads have been resolved in the official support forums and how often the plugin is updated. This will ensure you don’t wind up with an abandoned plugin that will leave your site vulnerable to security risks.
Avoid plugins that have gone 6 months or more without any updates as this can be a sign of a plugin that won’t be maintained or actively developed in the future.
3. Desired Functionality
You also want to make sure that the plugin does what you need it to do. More specifically, for CRM plugins ensure that the plugin has the following features:
- Built-in lead capture forms or the ability to integrate with contact form plugins
- The ability to keep track of customer status, assign team members to customers, and assign tasks
- The ability to keep track of proposals, invoices, and contacts
- Built-in analytics for improved marketing
Best CRM Plugins For WordPress
Now that you know what to look for in a CRM plugin and why you should use one, let’s go over the best CRM plugins for your WordPress website.
Zero BS WordPress CRM is a newcomer onto the CRM plugin scene but the plugin already has 5-star ratings. Moreover, it has been acquired by Automattic which signals a bright future for the plugin. The plugin has a unique approach in that it allows you to self-host the CRM on your website (which means you own your data) and choose the exact set of features you need.
- Add and manage Leads, Customers, or other Contacts
- Keep track of Quotes/Proposals, Invoices, Transactions, and Tasks
- Create attractive online proposals and invoices
- Log payments and refunds against Customers
- Allow customers to view proposals, invoices, and files on your website
- Front-end forms
- Easy setup
- You can whitelabel the CRM with your company logo and colors
- The core features of the plugin are completely free and pretty robust
- Individual extensions that add more functionality can be pricey
You can download the core plugin for free. Individual extensions are priced between $29-$129. Monthly subscription for extension bundles starts at $11/month.
2. WP ERP
The WP ERP plugin is a robust CRM plugin aimed at enterprise businesses. It allows you to manage your customer relationships as well as your HR and accounting. The plugin is the first full-fledged Enterprise Resource Planning system through which you can manage your WordPress site and business from a single platform.
- Create your own company profile
- Gives you complete control over operations
- Easily manage company locations, departments, and designations
- Create different life stages for all your contacts as well as contact groups
- Detailed activity logs for each customer
- Overview of income, expenses, receivables, payables, balance etc.
- Reports like ledger report, trial balance, income statement, sales tax report, balance sheet etc.
- And more
- Despite its complexity in terms of features, the plugin is relatively easy to use
- Gives you a holistic overview of your business right in your WordPress dashboard
- The plugin integrates easily with other plugins and tools like WooCommerce, MailChimp, and Salesforce
- Not the best choice if all you want is a simple way to keep track of your leads
- Additional features require a separate fee
The core plugin is free. Individual extensions range between $29-$149. Extension bundles range between $149-$1099/year.
3. HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics
HubSpot’s plugin makes it easy to engage visitors with live chat and chatbots, collect leads with forms, nurture your leads with automated marketing campaigns, and manage your entire contacts database. HubSpot is a robust plugin that can be used by businesses both small and large that are looking to keep track of their leads and follow up at the right time with the right offer.
- Beautiful and attractive forms and popups that allow you to collect leads
- Built-in analytics and dashboards
- Integrations with other plugins like Gravity Forms, Contact Form 7, WooCommerce, and more
- Drag and drop email builder and premade email templates
- Segment contacts into lists and keep track of their interactions
- It’s easy to use and you can quickly add new members and assign them to different teams
- You can filter contacts depending on their engagement with your site
- Like WP ERP, it can be a bit of an overkill if all you need is a simple CRM
- No ability to keep track of payroll
The core plugin is free. Extra features such as custom report dashboards, social media tools, and more start at $50/month for a bundle. Pricing for individual products starts at $40/month.
- Configure roles, assign leads, group contacts, and send emails
- Manage all your leads in one central place
- Track traffic sources, send lead to the designated person, and manage status per each lead
- Intuitive dashboard with detailed reports
- The plugin works with your existing contact form plugin
- Complete customer lifecycle management
- Easy to use
- Built for teams and collaboration
- Unless you’re using one of the supported plugins, this plugin may not work for you
This plugin is completely free.
WP-CRM System is a free plugin that makes it easy to manage your customers, projects, and tasks. You can have an unlimited number of records and give everyone in your company access to the data in the CRM.
- Manage projects, create individual tasks for each customer, and track marketing campaigns
- Import contacts and other records from other CRM software
- Email notifications whenever a project or a task gets updated
- Create new contacts from existing customer data on your site
- Simple and straightforward plugin
- You can assign contacts and tasks to different team members
- You have to pay extra for some of the features that are free in other plugins
The core plugin is free to download and use. Individual extensions range between $29-$89/year for a single site.
If you have an online store powered by WooCommerce, the WooCommerce Customer Relationship Manager is a great choice. The plugin helps you manage existing and potential customers.
- You can get an overview of customer indicators on the orders page
- Email customers by using the built-in WooCommerce templates
- Assign customers to team members
- Create customer segments and groups for easier management
- Create custom workflows for customer journey from lead to paying customer
- You can expand the plugin’s functionality with Advanced Custom Fields plugin
- Complete lifecycle lead management
- Customers can manage their data from their account profile
- No free version available
This is a premium plugin that costs $90 on CodeCanyon.
How to Choose The Best CRM Plugin for Your Needs
As you can see, there’s no shortage of robust CRM plugins for WordPress. The only thing left to do now is to pick one and start using it. Here are our recommendations:
- If you’re looking for a simple and straightforward solution, opt for WP-CRM System or UpiCRM.
- If you need integration with WooCommerce, consider WooCommerce CRM
- If you are looking for a robust business management solution, WP ERP is the best choice
- If you want a robust plugin that’s a great all-around choice, go with Zero BS CRM
The right WordPress CRM plugin can help you nurture the relationship with your customers and clients and increase your profits. There is no shortage of quality CRM plugins for WordPress, and some are also free which means they are a great starting point if you’re on a budget.
Before making the final choice, evaluate their pros and cons and make a list of the necessary features. You’ll then be able to select the best CRM plugin WordPress has to offer.