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WordPress is one of the best environments to have a functional and scalable website without the need for great complications.
Within the environment of you can find tools that adapt to all businesses such as customer management or the integration of a CRM that helps you manage customers in WordPress.
First we are going to see what a CRM is and how it can help you in your business.
What is a CRM?
A crms (Customer Relationship Management Software) is a software that allows you to store customer and company dataalways at hand when needed.
I leave you here a quick summary of everything a CRM can do, since its features can go much further. With it we can, for example:
- Create customer database.
- Customer history tracking.
- Management at the accounting level.
- Establishment and analysis of KPIs.
- Data analysis and crossing.
Among many other functionalities and specific characteristics that the company that includes its CRM can request.
And it is that these softwares are used by most companies and multinationals on a daily basis and the needs of these are usually different.
Therefore, it is common to find Customized CRMs or with unique characteristics for each company.
This means that the price of software can become quite expensive as its complexity increases.
This is something that is not usually the most useful and attainable for most companies that only need a functional client manager that covers the basic needs of client control.
It seeks to be able to link it to our WordPress for greater management comfort, so we can find various solutions through some plugins.
Best WordPress CRM Plugins
These are some of the best plugins that can help you manage your WordPress business.
wp-erp
is one of the plugins most used by both small and large companies as a complete solution for CRM, HRM and accounting.
It is also one of the most complete, including features such as:
- Full integration with WordPress and panel configuration.
- Current and potential clients.
- Add notes.
- Create various access permissions.
- Integration with emails.
SUM CRM
If you want to improve conversions through your CRM, SUMA CRM is a great option thanks to its simplicity and ease of use.
With you will be able to manage your entire customer base, establishing a conversion funnel and differentiating in various stages to all your customers.
Keep track of all your customers from all purchase history, creating various profiles and identifying potential customers, being able to help you with internal notes that only you and your team will see.
In addition, you can create simple and effective sales reports to be able to compare all the results.
Along with WordPress, it can be one of your best weapons to manage clients.
Zero BS CRM
With it we can manage customer database, create and manage invoices.
We will also have various extensions with which it will be compatible, for example:
- Gravity Forms
- Mail Campaigns
- PayPalSync
- woo sync
- Simple CSV Import
HubSpot All-in-one Marketing
This plugin allows you to connect WordPress with the HubSpot CRM, which is a great tool when it comes to managing your current and potential clients.
In addition, with it you can get emails from your visits and synchronize them with your HubSpot CRM.
You will be able to use other form plugins like Ninja Forms or Gravity Forms. As characteristics we can find:
- Create forms in various areas as banners.
- Include a Chat, both automated (Chatbots) and live.
- Full log analytics.
WP CRM
This plugin is completely free and has its environment entirely within WordPress.
With you will turn your WordPress into a CRM with which you can manage both your current and potential customers.
All the data will be saved in your WordPress database, creating users to whom you can assign roles or change them over time.
With the forms for potential clients you will be able to capture all the leads you need and they will be automatically integrated into your WordPress with the role that you have given them by default.
Also, as an added advantage, you will have support with which you can solve all your doubts.
WordPress Leads
If you are looking for a simple plugin for lead management and acquisition, it can be a great solution.
All data will be saved as custom posts.
One of the noteworthy features is that we will be able to collect all the activity before the form is sent by users.
This is something that will make it easier for us to compress the delivery and the entire path that the user takes until it converts.
In addition, it can be integrated with almost all form plugins, so its compatibility is almost total.
WooCommerce Customer RelationshipShip Manager
If you use WooCommerce this plugin is a great tool to boost your sales.
With you can create personalized fields to be able to adapt the information of your clients to your needs.
In addition, you will be able to keep track of all your clients, being able to see which ones are better than others.
You will be able to assign workers to certain groups of clients and test specific actions in a segmented way, apart from being able to collect all that data.
Presspoint CRM
is a pure WordPress CRM option as it can be fully integrated into WordPress.
This plugin has more features than simply storing emails and information, since we can integrate it with email, eCommerce and memberships.
With it we can manage the entire database from our WordPress without having to leave it.
In addition, the interface is very similar to the native WordPress one, so it is very intuitive.
WPFusion
It is a plugin that connects WordPress with the CRM and with it you can synchronize customer information to always have it updated.
In addition, you will be able to manage new customers and combine information such as conversions and e-commerce transactions.
It must also be said that it is fully compatible with WooCommerce and LearnDash among others.
V Quote
this plugin allows you to connect your WordPress with other external CRMswith it you can manage clients in a simple and comfortable way, also managing appointments or tasks.
You will be able to coordinate client visits and control the entire appointment process.
We can also manage transactions and income, effectively linking your WordPress with your account through this plugin.
conclusion
WordPress gives us a great advantage over other CMS and it is its great flexibility compared to other web content managers.
Remember that it has one of the largest communities in terms of CMS and it is also free software.
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