Scaling up your business and getting to know your customers better is a game changer. Tie this information to a customer relationship management (CRM) tool, and you’re good to go!
A well-equipped CRM tool can take your business to the next level by combining valuable information with seamless communication. Here’s how:
- Help you categorize your audience based on key data points, user journey, and more
- Automate your marketing effort by analyzing your audience’s omnichannel behavior
- Enable you to communicate with users via personalized messages
- It can centralize your customer and lead data in one interface
The problem? Most CRM tools live outside WordPress, making it cumbersome (or impossible) to integrate your tools, data, and other essential software with your website.
This article discusses the seven best CRM plugins for WordPress that enable all the perks. And the best part? You won’t have to switch tabs to use them.
Before we begin, let’s explore what a WordPress CRM plugin is and what to look for when choosing one.
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What is a WordPress CRM plugin?
If you’re just getting started, it’s not hard to understand and manage your customers. However, the scenario quickly changes as your business expands and attracts more people. Eventually, you’ll find understanding and managing customer interactions incredibly hard. And at some point, you find it almost impossible to market to your audience.
A good CRM plugin can solve this issue by providing a centralized platform to organize, analyze, and interpret customer information. Based on that, you can create customized campaigns that promote higher conversion rates and bring in more money. A good CRM can help companies achieve up to a 300% increase in conversion rates.
With a WordPress CRM plugin, you can collect, store, manage, and track your lead or customer data. Tracking your leads or customer journey with your business is also possible. By implementing a WordPress CRM plugin, you can achieve the following:
- Increase your income by helping you make data-backed decisions
- Fine-tune your sales and marketing efforts
- Improve customer experiences
- Optimize your communications
How do you choose the best WordPress CRM plugin?
Having a WordPress CRM plugin isn’t a luxury. It’s a necessity for growing businesses. With a CRM, companies saw a 47% increase in customer retention rates. No wonder every organization finds it crucial for their business sooner or later!
Both regular and advanced CRM plugins are available. A basic CRM may include vital features, but it won’t have customizations and advanced capabilities. In contrast, an advanced CRM would have many customization and integration possibilities.
As a result, choosing the seven best CRM plugins for WordPress was daunting. However, the following features should be available regardless of which kind of CRM plugin you’ve chosen:
- Complete contact management features with the ability to segment contacts. This will amplify your engagement and personalization efforts when communicating with customers.
- Email campaign management for reaching out and communicating with your customers. You should be able to craft beautiful emails and reach out to the right audience. Ideally, this should include a split-testing system that lets you measure what works and what doesn’t.
- Reporting and analytics system to help measure your business’s performance. Having this information at your fingertips will help you make vital business decisions.
- Consider the quality of support and customer service the CRM plugin offers. Customer support plays a vital role in maximizing the benefits derived from your CRM.
- Some plugins offer affordable options designed for smaller businesses. Others deliver advanced features at a higher price. Make sure to consider the CRM plugin’s cost and pricing structure.
- Automation functionalities to let you manage your whole email campaign seamlessly
- Integration with other plugins, such as WooCommerce, and different forms, can be powerful
- Pipeline management system to understand and optimize your customer’s journeys
- Automated funnel and sequence systems to enhance the efficiency of customer interaction
- Multiple sales funnel system to boost upsells, down-sells, and more
- An intuitive interface for both customers and admins
- Tagging, triggers, and search bar facility for locating customers and groups easily
7 best CRM plugins for WordPress
When you’re looking for the best CRM plugins for WordPress, you’re probably looking at a bunch of plugins that claim “we’re the best!”
But which plugin is best for your business? In this blog, we’ll discuss the top seven CRM plugins for WordPress that are worth a shot.
Let’s get started!
1. FluentCRM
FluentCRM is the best CRM and email marketing plugin for WordPress users. It has a user-friendly interface with tons of built-in features.
FluentCRM gives you a holistic view of your customers, subscribers, members, and students. You can segment your contact database based on various key data points. Not only that, but it’s possible to combine multiple data points for granular segmentation.
The plugin offers a diverse range of tools for customer interactions and communication. For example, you can use the plugin’s email campaigns for highly targeted one-off communications. Other features like email sequences, recurring campaigns, and automation will let you dive into triggered communications.
Additionally, you can use the developer’s FluentSMTP plugin to ensure email deliverability.
Key Features:
- Generate, organize, track, and nurture your leads within WordPress dashboard
- Set up automated email funnels to streamline your email marketing
- Seamless integration with 30+ plugins for enhanced performance
- Manage email campaigns within a user-friendly dashboard
- Sequence multiple emails to send automatically at times
- Get insights from CRM analytics and report dashboard
- 360-degree view of the customer journey
Want more? The same developers have also built FluentBooking to help you optimize your lead conversion process. This plugin enables advanced communications by directly integrating your meetings with your CRM.
The FluentCRM ecosystem can handle all your marketing needs. Try it out and watch your marketing experience reach a whole new level!
Pricing
- Solo Entrepreneur: Starts at $129 per year with one domain license, 1-year support with all features and updates
- Small Business: Starting with $249 per year with five domains, 1-year support, and all features
- Agencies and Freelancers: Starting with $499 per year with 50 domains, 1-year priority support, and all features
2. HubSpot
The HubSpot WordPress plugin connects HubSpot’s CRM platform with WordPress. It offers an easy way to generate leads, manage audiences and customers, and automate email marketing. The HubSpot CRM core plugin includes necessary features like lead scoring, live chat, and simple chatbots.
Key Features:
- Capture, organize, and engage visitors using a range of features, including free forms, live chat, and email marketing
- Build interesting contact forms, subscription forms, conditional logic forms, pop-ups, and more
- Built-in analytics system for getting insights about successful sales, action, and data
- Integrated with 1500+ apps like Gravity Forms, WooCommerce, Stripe, Zapier, etc.
- Effortlessly integrates with popular WordPress plugins
Pricing:
- Starter: HubSpot offers a starter plan for $20 with all kinds of tools and limited features
- Professional: Starts at $800 per month for five users, including mobile support
- Enterprise: Starts at $3,600 per month for 15 users, including advanced features and customization
3. WP ERP
WP ERP is a comprehensive business management solution for small and medium-sized businesses. It offers a suite of tools, including HR management software, accounting software, and a CRM module. The CRM module, in particular, provides several useful features for free.
Key Features:
- Segment contact records based on custom parameters
- Scheduling tools for booking meetings within the plugin
- Automatic activity logs
However, to take full advantage of the WP ERP’s capabilities, you need to upgrade to the pro version. Upgrading to pro will enable users to automatically sync contacts from other tools like Gravity Forms, Mailchimp, and Zendesk, streamlining data management processes even further!
Pricing
The core plugin price starts from $9.99 per month for one user and increases based on users. Furthermore, they have the option to purchase premium extensions that are also subscription-based.
4. WP Fusion
WP Fusion is a premium WordPress plugin that bridges your website and CRM. It integrates with many WordPress plugins, such as Gravity Forms, WooCommerce, Advanced Custom Forms, and Elementor. WP Fusion helps collect leads and transfer them directly to your existing CRM.
Whether you’re building a membership site, capturing leads, or syncing e-commerce transactions, WP Fusion provides a versatile and accessible solution for integrating your WordPress website with your leading CRM.
Key Features:
- Various add-ons for abandoned cart tracking, downloads, and enhanced eCommerce
- Supports custom fields, especially when syncing with fields created in other CRMs
- Integrations with learning management systems like LifterLMS and LearnDash
- Utilizes CRM tags to lock pages, creating a user-friendly membership website
- Automatically adds tags to user profiles upon registration on your website
- Integrates seamlessly with WooCommerce and Easy Digital Downloads
- Integrates with 50+ CRM solutions for collecting data and information
- Stands out with dedicated customer support
Pricing:
- One website for $247 per year
- One website + six add-ons for $347 per year
- Unlimited website package with all features for $540 per year
5. Groundhogg
Groundhogg is a self-hosted WordPress CRM and marketing automation plugin. This plugin improves your business with sales and marketing automation tools.
A notable aspect of Groundhogg is its open-source nature. This allows you to access and customize the platform according to your specific needs.
With Groundhogg, you can effortlessly guide your customers through the sales pipeline. And, more importantly, go beyond basic customer relationships. Features like funnels, email marketing, and CRM offer additional customization and personalization.
The best part? Groundhogg won’t charge extra for the number of contacts you have. The monthly subscription remains the same as your list expands.
Key Features:
- Open-source CRM and Marketing Automation for WordPress, offering flexible platform access and customization
- Active community support stimulates collaboration and knowledge-sharing among Groundhogg users
- Enabling businesses to automate repetitive tasks, streamline workflows, and enhance overall efficiency
- A self-hosted solution that grants businesses control over data and the environment
- Enhances the user experience and offers advanced capabilities for businesses
- Allows users to create and execute effective email campaigns
- Designed to scale — regardless of your business’s size
- Provides premium features that go beyond the basics
- Offers transparent yearly pricing
Pricing
- Basic: Starts at $20 per month for one site — includes complimentary setup and customer support.
- Plus: Starts at $40 per month for three sites — includes complementary setups and sales pipeline automation.
- Pro: Starts at $50 per month for five sites — includes lots of SMTP, LMS, Whatsapp, and eCommerce plugin integrations
- Agency: Starts at $100 per month for 25 websites — includes all integrations and VIP support.
6. Jetpack
Jetpack is a user-friendly CRM plugin that works with WordPress websites. It’s renowned for its suite of WordPress optimization, analytics, and security tools. It’s expanded its offerings with Jetpack CRM, a user-friendly and powerful customer management tool.
Jetpack CRM emphasizes simplicity in its design. The plugin is accessible from the WordPress dashboard. By doing so, Jetpack CRM eliminates the need for separate interfaces and boasts an excellent user experience.
Jetpack CRM seamlessly integrates with form responses, allowing users to create contacts. It also provides segmentation, contact tagging, and interaction history features through logs.
Key Features:
- Create and manage extensive contact lists with Jetpack CRM. Utilize the Click2Call feature for streamlined communication with listed numbers
- Update your contact list, quotes, and transactions by importing or exporting CSV files
- Engage customers on Facebook, LinkedIn, and Twitter by integrating these channels
- Ability to create dynamic subgroups and apply conditional logic for precise matching
- Integrate your WooCommerce store for importing customer information and orders
- Promote social media links directly in your email campaigns for effective outreach
- Customize appearance for both CRM-assigned and WordPress users
- Create invoices, send, and get paid directly from your WordPress site
- Generate proposals and send them via email or share a preview link
- Automate CRM processes with rule-based triggers and actions
- Control data usage from your WordPress dashboard
Pricing: Starts from $11 per month.
7. WP-CRM System
WP-CRM System stands out as a free WordPress CRM plugin. Built primarily for freelancers and small businesses. This dynamic tool helps you generate unlimited contacts and access valuable data. You can also onboard your entire team for efficient collaborations.
WP-CRM System lets users handle contacts, tasks, and projects within the WordPress admin area. You can categorize projects based on the likelihood of a prospect converting.
This holistic approach ensures effective client interaction management and project workflows within the WordPress environment. Thus, the WP-CRM System is an excellent choice for a native CRM within WordPress.
Key Features:
- Extend the functionality with additional extensions and integrations to ensure business growth
- Log and track customer communication, including emails, calls, and interaction
- Centralized database system for storing and managing customer information
- Customizable fields for diverse industries and unique requirements
- Efficiently manage different tasks related to customer interactions
- Set reminders, schedule follow-ups, and streamline workflow
- Details insight into customer data and business performance
Pricing: WP-CRM System is free. But the core plugin’s premium plans start at $99 per year. You can also buy individual extensions.
Which is the right CRM for you?
Choosing the best email CRM plugin can be tricky. But our thorough analysis of the seven top plugins aims to give you the right direction.
Each product has strong features that set it apart. The key is to prioritize a CRM based on your preferences. You’re not offering value if your audience wants social reviews and you send emails.
So, don’t rely solely on our recommendations. Instead, make a data-driven decision based on your goals and feedback from your target audience.
And remember, your decision’s not set in stone. If you decide later on you want to try a different plugin, do it. Experiment until you find the perfect fit.
