Best CRMs Plugins for WordPress

Are you struggling with the issue of establishing a good relationship with your customers? Then CRMs is the answer of all your queries. It helps you establish relationship with your potential customers as well as existing customers. CRMs or Customer relationship management assist you reach out to your customers by keeping up with their needs and requirements.

About CRMs

CRMs or Customer Relationship Management or manager is a software that analyze and collect data and information regarding the customers, their issues, and needs. Through the collected data, business can better understand their customers and can engage with them in an effective way.

In past, CRMs were only used by large scale businesses but now due to its growing market, it can be seen that small businesses also prefer CRMs.

It is an important part of your website if you want to increase your traffic and sales. With this software you can also keep a track of your leads. You can save customers data and enhance relationship with the customers.

Why WordPress

WordPress is the best platform for CRMs. Here are the reasons why;

  • WordPress is an open-source content management system.
  • It is integrated with WooCommerce.
  • It is easy to use.
  • It is cost effective.
  • It provides tons of themes and plugins.
  • It is highly customizable and let you take control of your website.

What to Look for When Selecting WordPress CRM Plugin

WordPress CRM plugin when integrated with WordPress can help you strengthen your customer relation. There are not many CRMs plugins available but here are few things you must look for while installing a WordPress CRMs plugin:

  1. It must have a multiple database system for keeping the data and information,
  2. A messaging tool
  3. Friendly interface,
  4. Contact capture system,
  5. Visual pipeline management system,
  6. Integrated with WooCommerce,
  7. Reporting section,
  8. Invoice Option,
  9. Integration tools,
  10. Activity log.

Let’s learn about best CRMs plugins for WordPress.

Best WordPress CRM Plugins

Here is the list of 5 best CRMs plugins for WordPress.

1. WP ERP

WP ERP or Enterprise Resource Planning is one of the best and most popular WordPress CRM plugins. It has features such as managing customers and leads which helps you to manage customers relationships. It had 3 different built-in modules i.e., CRM module, management module and accounting module. The CRM module allows you to have better customer relationship and manage leads.

Features

WP ERP includes following features;

  • Create company profile.
  • Arrange calls or meetings with customers.
  • WooCommerce integration.
  • Manage and organize contacts.
  • Life stage management.
  • Friendly dashboard.
  • Email integration- you can send emails from your WordPress dashboard.
  • Manage B2B relationships in a separate area.
  • Activity log is available to keep check on emails, calls, etc.
  • Add multiple representatives.
  • Import contacts using number of tools.
  • Premium add-ons are available.
  • HelpScout integration.
  • Customs fields are available to add additional information.
  • You can get report on your business performance and customers activity.

Pricing

The basic version of the plugin is free, and pricing of the premium version is $9.99 per month.

Who Should Consider Using It?

WP ERP is free to use along with numbers of features which makes it best for small business. Its three modules can help to grow their business.

2. JetPack CRM

JetPack CRM is an easy to use WordPress plugin backed by Automattic. Automattic is the company to developed WordPress.com and its other products such as WooCommerce. It comes with all the features which are essential for better customer relationship management. It comes with Stripe, PayPal and WooCommerce integration.

Features

  • Unlimited customers management.
  • Easy to use.
  • It comes with a lead generation tool.
  • Create detailed customer’s profile.
  • Give you full control over customers data.
  • Dedicated client portal is available.
  • Premium add-ons are available.
  • Build invoices, quotes, and proposals.
  • Get report on leads and view sales through funnel analytics.
  • Stripe and PayPal integration.
  • WooCommerce integration.
  • Email facility.
  • Create forms and billings.

Pricing

The premium version of the plugin costs $11 per month.

Who Should Consider Using It?

JetPack CRM is ideal for eCommerce, Freelancers, and small businesses.

 3. WordPress CRM Plugin

The WordPress CRM Plugin is a fully featured plugin which comes in both free and premium versions. It can help you to set individual tasks, manage projects and customers relationship. It also has an export and import option. You can manage everything right from your WordPress dashboard.

Moreover, the plugin also comes in premium version which let you add-on multiple features such as WooCommerce integration, Slack, Dropbox, and much more…

 

Features

  • Manage unlimited customers.
  • Enables use WordPress dashboard to send emails.
  • Add custom fields to adjust CRM logging system.
  • Import and export of contacts option is available.
  • Simple contact management system.
  • Features are added to the plugin for projects management.
  • Number of languages support.
  • Get report for checking performance and client’s relationship.
  • One-click contact creating system.
  • You have complete control over client’s data and information.
  • Track User activity.
  • Premium add-ons are available for extra features.
  • Create own custom forms and custom email notifications.

Pricing

The price of the plugin is $99 per year for plus plan and $199 for enhanced plan. Professional plan cost $249 per year.

Who Should Consider Using It?

Due to its simple interface this plugin is best for all kinds of company, eCommerce store and brand. The best thing is that you only pay for the add-ons that you need.

4. HubSpot

HubSpot is a popular and best CRM tool which let you manage your CRM activities right from your WordPress dashboard and the best part, this plugin is completely free. Yes!! You can manage leads, customers relationship and track your performance all for free with HubSpot plugin. It is not only a CRM plugin but also is best for marketing because it is an all-in-one marketing tool too.

You can effortlessly send contacts from your WordPress to CRM tool. It also integrates with WordPress, Gravity Forms, and Stripe etc.

Features

  • It let you create forms, design emails, and display popups.
  • It allows users to have a live chat with their clients using live chat widget.
  • Built in contact management system.
  • Email marketing tool that allows you to send up to 2000 emails for free.
  • Free collection of leads and contacts.
  • Access to CRM.
  • Integrated with WooCommerce, Stripe and Gravity Form.
  • Can be integrated with Outlook and Gmail.
  • Tracking tool is available.
  • Detailed report of analytics and statistics.
  • Unified profile for each customer.
  • Drag and drop builder for designing.

Pricing

The plugin is a free plugin with easy interface and several features. Premium version has three plans which starts from $45/month for starter plan, $800/month for Professional and $3200/month for Enterprise.

Who Should Consider Using It?

HubSpot CRM can be used by anyone, be it a brand or company, a freelancer or startup. Everyone can avail it for free with several features which are enough to grow faster.

5. UpiCRM

UpiCRM is another amazing, most popular, and almost completely free CRM plugin which allows you to add leads into your database and manage customers relationship. It even allows you to manage leads from multiple sites.

It also provides the functionality of contact export for transferring your contacts. It is easy to install and has a friendly interface.

Features

  • Lead tracking and management system.
  • Lead importing feature allows you to import leads from Google Sheet, Facebook, or any website.
  • Assign leads to individuals in your team.
  • Easy and friendly interface.
  • Leads organizing statuses such as you can organize leads into “in process, qualified or closed.”
  • Master/slave built-in functionality to aggregate leads from multiple servers.
  • Manage contacts in one place i.e., WordPress.
  • Tack traffic sources for leads along with custom UTM parameters using traffic source or UTM tags.
  • Mobile friendly interface.
  • Dashboard is easy to use and shows KPIs and Reports.
  • Setting user roles feature.
  • URL tagging feature let you track your important traffic sources.

Pricing

The plugin is almost completely free to use. However, paid Google Sheet integration add-on is available for $29. Besides, Google Sheet, other add-ons are also available.

Who Should Consider Using It?

It is a useful CRM plugin for all developers and for those who are going to start their new online business because it is a free plugin.

End Note

Enhancing you customer/client relationship is the most important thing for any business, brand, or eCommerce store as it can greatly help you to grow and increase your website performance. Above plugins are the best CRMs plugins for WordPress with numbers of features, functionalities, and integration option. Make sure to compare these plugins and choose the right one for your WordPress website.

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