A successful business requires establishing solid relationships with your customers and turning leads into new customers. Customer Relationship Management (CRM) software is the best way to do that. If your website runs on WordPress, you are in luck because there are some excellent CRM WordPress plugins available.
Here, I look at seven of the best CRM WordPress plugins on the market today. Each has its own unique benefits, so let’s dive into the features plugins have.
Table of Contents
- 7 Best CRM WordPress Plugins
7 Best CRM WordPress Plugins
🏆 Best for managing all your client projects in one place.
The best thing about WP-CRM System is how you do all your project management in one place. Everything is stored and managed on your WordPress dashboard, so you don’t have to keep switching between different applications. You can import all project data via a CSV file and then see all important information at a glance. It integrates seamlessly with some very useful applications such as MailChimp, GravityForms, Slack, and ZenDesk.
- everything is stored and managed on your WordPress dashboard;
- built-in invoicing system;
- can import all project data via CSV file;
- see important information at a glance;
- integration with MailChimp, Slack, and ZenDesk;
- email notifications.
- The basic plugin is free, with support and premium extensions available:
- $99 per year for one website and three premium extensions.
- $199 per year for one website and all extensions.
- $249 per year for unlimited websites and all extensions.
- Seamless integration with other applications.
- Can be enhanced with a library of premium extensions.
- You can manage all your clients from one place without having to switch between applications.
- You have to pay to get the most useful functions.
🏆 Best for sales and marketing.
HubSpot’s WordPress plugin is very much designed for sales and marketing. With the live chat and chatbots, the pop-ups, and the automatic emails, you can ensure no sales opportunity is missed. In addition, you can then see every interaction your contacts have with your website.
Although the plugin and CRM account are free, there is an enterprise version that starts at $45 per month for 1,000 contacts and gets even more expensive from there. So, if you have many contacts, it could get rather costly.
- see every interaction your contacts have with your website;
- drag and drop email builder;
- live chat and chatbots;
- automatically send an email when someone fills out a form or sends a chat message;
- intuitive drag-and-drop pop-up builder;
- integrates with 1160+ apps, including WooCommerce, Zapier, and Stripe;
- built-in analytics.
Plugin and CRM account is free, but enterprise CRM starts at $45 per month for 1,000 contacts.
- Easily capture, organize, and engage with your website visitors.
- You can view your CRM analytics from within WordPress.
- Integrates well with many other apps, including Gravity Forms, WooCommerce, Zapier, and Stripe.
- The enterprise version is expensive.
🏆 Best for sales and marketing.
As with HubSpot, Groundhog is designed to capture leads so you can make more sales. The one significant advantage it has over HubSpot is that you won’t pay extra for the number of contacts you have. There is a set price, and that’s it.
- advanced searching and filtering on any data – find out anything about your audience;
- integrates with over 30 WordPress plugins;
- easily create marketing funnels;
- drag and drop email editor;
- send broadcast emails to your contacts.
- Basic: $20 per month for one site.
- Plus: $30 per month for three sites and more features.
- Pro: $40 per month for five sites and even more features.
- Agency: $100 per month for 25 sites with bonus features.
- No extra charge for the number of contacts.
- You can automate the entire customer journey.
- Compatible with major plugins like Elementor, WooCommerce, and Twilio.
- Some users have reported issues with updates.
🏆 Best for companies already using CRMs that they need to connect to WordPress.
This plugin is different from the others on this list because it is not a CRM itself. Instead, it functions as a way to connect WordPress to an existing CRM. So, if you already use one of the popular CRMs such as Zoho CRM or Salesforce, WP Leads Builder For CRM is a powerful way to connect it to WordPress.
- works with most contact form plugins;
- can create unlimited forms;
- embed forms in pages, posts, or widgets;
- integrates with popular CRMs, including Zoho CRM, Salesforce, and SuiteCRM;
- redirect to a specific page after lead capture;
- notification of success or failure of lead capture;
- synchronizes all of your WordPress contacts with the CRM;
- WooCommerce integration, including sending “abandoned cart” information to your CRM.
Free. The Pro version costs $99.
- Works well with popular CRMs.
- You can create forms without using a third-party plugin.
- Great for maximizing sales leads.
- It’s not a CRM itself but a way to connect WordPress with an existing CRM.
🏆 Best for small and medium-sized businesses.
With WP ERP, the core plugin is free, which includes contact records, activity logs, and scheduling. However, to use the most useful features, you do need to pay. You only pay for what you need, which could be considered either a good thing or a bad thing, depending on your point of view. It’s a suite of business management tools in one, providing tools for HR, accounting, and CRM. So, a small or medium-sized business could use it to manage almost everything.
- prioritize users according to importance or urgency;
- add reminders, information, comments, and messages to users’ profiles;
- built-in email communication;
- keep track of all activities by recording calls, meetings, emails, and SMS that have already happened;
- schedule meetings or calls and follow up with calls or emails;
- assign tasks to agents;
- advanced contact filtering.
The core plugin is free, but the Pro version starts at $9.99 per month plus $3 per user and $2.49 to $9.49 extra per extension.
- Includes several features for free: contact records, activity logs, and scheduling.
- It’s a suite of business management tools in one: HR, accounting, and CRM.
- You only pay for what you need.
- You need to pay for the most useful features.
🏆 Best for businesses that want to scale fast.
This plugin is specifically for integrating the Salesforce CRM with WordPress. The plugin itself is free, but Salesforce costs $25 per month, which means this plugin wouldn’t be of any use on its own. But if your business can afford it, it does provide some excellent tools to streamline your workflow and improve your marketing.
- creates a solid integration between WordPress and your Salesforce CRM account;
- configure your forms and insert them easily into posts or pages using shortcodes; alternatively, you can use the widget;
- built-in form builder;
- analyze competition with Salesforce’s Opportunity Management tool;
- check sales data from the Salesforce dashboard;
- visual workflows to improve productivity;
- comes with various marketing tools, such as email studio, journey builder, and social studio.
The plugin is free, but Salesforce costs $25 per month.
- Links seamlessly with your Salesforce CRM account.
- Helps improve your workflow.
- Improves your marketing and sales.
- Salesforce doesn’t have a free option.
🏆 Best for generating leads and optimizing sales.
This plugin is designed to work with the vcita CRM. The plugin itself is free, but vcita starts at $19 per month, depending on the size of your team. Its main strength is capturing leads from your website, marketing to those leads, and staying in touch with existing customers.
- secure client portal enables clients to book a service, pay a bill, share a document and get in touch;
- easy-to-use email and SMS marketing campaigns;
- securely store client credit cards and send links to clients for payment;
- create and send professional estimates to your clients;
- upsell and cross-sell with bundles and multiple service packages;
- easily keep track of your money.
The plugin is free but vcita costs at least $19 per month, depending on team size.
- It enables you to capture more leads through your website.
- It helps you keep in contact with leads and customers.
- Built-in scheduling and calendar tools to keep you organized.
- It could get expensive if you have a large team.
CRM stands for Customer Relationship Management and is a technology that enables you to manage your business’s interactions and relationships with leads and customers. A CRM has one main goal: to improve your company’s relationships so your business can make more sales and grow.
The three types of CRM are Operational, Analytical, and Collaborative:
1) Operational CRM helps to generate leads, help convert those leads into customers, and provide tools for retaining those customers.
2) Analytical CRM helps you understand your business’s customer data. You can then gain actionable insights from that data.
3) Collaborative CRM enables teams and departments to communicate with each other so that customers receive the best experience possible.
Any of the CRMs mentioned above work well with WordPress, but if I had to narrow it down to just one, it would be WP-CRM System. That integrates very well with WordPress, enabling you to do everything from the WordPress dashboard. It also integrates with other useful tools such as MailChimp, Slack, and ZenDesk.
According to this article, Google teamed up with Salesforce. This means you can make use of the following Salesforce tools with various Google products: Salesforce Lightning for Gmail, Salesforce Lightning for Google Sheets, Quip Live Apps for Google Drive and Google Calendar, Salesforce for Hangouts Meet.
Microsoft does indeed have its own CRM, called Microsoft Dynamics CRM. You can either use it as a cloud application or have it installed at your business premises. Its new features include visualizations, document management, grid filters, dialogs, recurring appointments, goal management, fetch-based reports, and MAPI-based Outlook clients.
Growing and managing a successful customer-focused business involves capturing leads, turning those leads into customers, and retaining those customers. To do that successfully, you need a good CRM system to optimize and manage your workflow.
As I have shown here, there are some excellent CRM WordPress plugins. Any of the plugins on this list will help you grow and manage your business, but each one has its own unique benefits.