With WordPress you can quickly create a professional looking website for your business. However, what the platform does not do is provide tools to help you manage clients, follow up on leads, send invoices, etc. For that kind of functionality, you’ll need to use a platform, and that’s where WordPress CRM plugins come into play.
With the right plugin, you can set up a powerful CRM for WordPress. In this article we will introduce you to nine main options.
For each WordPress CRM plugin, we’ll discuss what features it offers and talk about who should use it. But first let’s talk about what a CRM can do for you!
What is a CRM (and how can it help you)?
Customer Relationship Management (CRM) software varies widely, but as a general rule, it provides functionality that is critical to most businesses. For example, a key aspect of many CRM platforms is that they allow you to store customer data, organize it, and search for that information when you need it.
That’s a CRM in its simplest version. However, most CRM tools today include a host of additional features, which help you:
- Separate potential customers from existing customers. With a CRM, you will be able to filter potential clients from existing ones, in order to approach each one more efficiently.
- Store contact information. Keeping track of how each customer is contacted is essential to the success of any business.
- Manage accounting tasks. Some CMS allow you to track income, expenses and even customer invoices.
- Measure key analytics. With a solid WordPress CRM, you can get an overview of the health of your company Y Analyze customer behavior.
If that sounds like too many features to handle in one app, you’re not wrong. Companies today invest a lot of money in CRM platforms to keep their operations running. This is an example of what a dashboard looks like in , one of the most popular CRMs in the world:
And that’s just one tab. For a company that does a lot of business, a CRM can be a truly end-to-end solution.
The problem is that most CRM solutions are quite expensive, catering to large companies and offering a lot of features. That means you’ll have to get creative if you want to set up a CRM on a budget. For example, even though WordPress does not include CRM functionality out of the box, you may set up a CRM for WordPress with the right plugin. This will save you a lot of money in the long (and short) run.
Before we introduce you to some of our favorite WordPress CRM options, you’ll want to consider whether your business really needs to use this type of software. If you serve a lot of clients, for example, then a CRM can definitely help you. However, for smaller companies with a modest customer base, using a CRM can be overkill.
Of course, it never hurts to start using a CRM right out of the box, as long as it fits within your budget. That way, you can keep things organized as your business grows in size and scope.
9 CRM plugins for WordPress that will help you manage your business
If you decide that a CRM can be valuable for your business, the next step is to find the right software. In the following sections, we will introduce some CRM plugins for WordPress, as well as some tools to help you integrate the platform with third-party services. Now let’s get down to business!
1.
Plugin Statistics:
- downloads: 200,000+
- Featured Features– contact forms, chatbots, email builder and analytics
- Price: freemium.
HubSpot is considered one of the best CRM plugins for WordPress, since its version free it comes with many great features.
This plugin automatically syncs your website forms with HubSpot’s CRM, allowing you to more easily manage your contacts, segment them into lists, and view the interactions they’ve had with your website.
It offers live chat, form creation, email marketing, and analytics tools. Its builder allows users to make different types of forms, such as pop-ups and newsletter forms.
Users can also schedule and track emails, receiving notifications when emails are opened or clicked on by recipients.
You will also have a shared inbox so that the whole team can see the messages and no questions are left unanswered. Plus, HubSpot integrates with third-party tools like Facebook Messenger, is available in Spanish, and requires no programming skills.
2.WPERP
is one of the most popular WordPress CRM plugins. It is also one of the only plugins that offers what could be considered a “full-fledged” CRM system. That system includes basic CRM features, human resource management options, and even accounting functionality.
In other words, with this plugin you can manage your customers and employees, and make a tracing Where does the money go and where does it come from? That’s quite a lot for a single plugin to handle, but WP ERP is up to the task.
What you don’t get with this plugin is a sleek interface, like most premium CRM platforms offer. However, for a free plugin, it provides a lot more functionality than you might expect. Plus, it even offers a collection of paid extensions if you want to take your WordPress CRM to the next level, though the features included by default will suffice for most small businesses.
Main features:
- Manage your customer relationships through your WordPress dashboard.
- Keep track of employee files and information.
- Track incoming and outgoing expenses.
- Support more than 44 currencies for business expenses.
- Manage multiple branches from a single control panel.
Price: This is a free solution with premium extensions available.
3. Zero BS WordPress CRM
This WordPress CRM plugin not only has a catchy name, but it is backed by many advanced features. As its name suggests, it’s easy to install, yet practical for both small and large businesses.
This plugin allows you to keep track of all your customer information within WordPress. You can store locations and contact information, and even add personal notes for each customer. Where the plugin really shines though is when it comes to accounting.
With Zero BS WordPress CRM, you can view your gross and net income, track discounts, check unpaid invoices, and more. The plugin even allows you to control how much money you are averaging per customer. Overall, this is a great solution if you’re the kind of person who likes to check their numbers often.
Main features:
- Store customer information using simple forms.
- Track all your business expenses and income streams, broken down into categories.
- Check unpaid invoices.
- Monitor how much money you’re bringing in per customer.
Price: This is a completely free solution.
4. WooCommerce Customer Relationship Manager
If you are for your online store, it is logical that you can benefit from a CRM. Depending on the size of your store, you may be making dozens, hundreds, or even thousands of sales a month. With that kind of volume, keeping track of customer information becomes more important than ever.
WooCommerce Customer Relationship Manager gives you access to various customer-specific metrics, so you can always see who your best buyers are. It also allows you to easily contact them, and you can even assign workers to do outreach through the plugin.
Our favorite feature, however, is the fact that this solution allows you to add custom fields to your customer database. That means you can choose exactly what kind of information you’ll store, based on the types of products or services you sell.
Main features:
- Get access to advanced metrics for each client.
- Assign workers to follow up with clients or potential clients.
- Add custom fields to your customer files.
Price: This is a premium plugin and will cost you $70 for a single site license.
5. Brilliant Web-to-Lead for Salesforce
So far, we have seen several full-featured WordPress CRM plugins. Now, let’s talk about a tool that allows you to integrate your website with a third party CRM, which in this case is .
The plugin itself is called and allows customers to enter their data on your WordPress website. The plugin then sends that information to Salesforce so it can be stored and processed.
Users provide their data through a simple contact form, which you can customize. By default, it only includes fields for customer phone numbers, names, and emails. However, you can also enable address fields if you want to save that type of data as well.
When it comes to WordPress CRM plugins, this is about as simple as it gets. All you have to do is customize your form and place it on any page you like using a shortcode. You’ll also need a Salesforce account, so check out their plans before installing the plugin.
Finally, a quick warning: although the plugin is popular, it hasn’t been updated for a while. Its key functionality should still work fine, but it’s best to test it just to be sure.
Main features:
- Connect your WordPress website with your Salesforce account.
- Allow customers to send you their data through a simple contact form.
- Customize the fields you want your contact form to include.
Price: the plugin is free, while Salesforce plans start at $25 per user per month.
6.WP-CRM
it’s pretty straightforward, especially when compared to the other WordPress CRM plugins we’ve seen so far. It allows you to add custom attributes to your WordPress users and filter them according to that data.
However, unlike the other plugins we’ve reviewed, WP-CRM allows you to create any custom attributes you want. For example, if you have a company where you need to communicate with people by phone, you can save information about the best times to contact each user. When it comes to custom attributes, your imagination is the limit.
This WordPress CRM plugin also automatically generates charts that show a breakdown…
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