Do you want to enhance your WordPress website with a CRM?
You can manage client interactions, boost sales, and follow up on leads with the aid of a customer relationship management (CRM) plugin.
We'll go over some of the top WordPress CRM plugins in this post.
Why Use a WordPress CRM Plugin?
A customer relationship management (CRM) plugin can help you provide more efficient customer service throughout your company by storing the contact information of your clients and prospects and instantly displaying any previous interactions you have had with them.
Your sales, marketing, and customer support teams can use this information to monitor past purchases, follow up on leads, and document the resolution of customer issues.
Social media networks, email marketing services, lead generating software, membership websites, and online stores must all be integrated with a CRM plugin. It ought to provide all the tools you require to handle your clientele in one location.
Having said that, let's examine the top WordPress CRM plugins and weigh their advantages and disadvantages to assist you in selecting the ideal solution for your company.
1. HubSpot
Complete CRM software for WordPress, HubSpot works in unison with their marketing, sales, and customer support offerings. It lets you keep tabs on user interactions, handle contacts, and gather leads.
Built-in tools in HubSpot CRM allow you to gather customer information from your WordPress website and add it to your contacts list. These consist of email, live chat, and forms.
The cloud platform of HubSpot houses your data. Additionally, it is compatible with over 300 apps and services, including OptinMonster, a lead generation software, and email marketing.
Unlimited users and contacts can be supported by the free HubSpot CRM platform. If you want more robust features, you can upgrade to a premium plan.
In our guide on how to add a CRM on your WordPress site and get more leads, we walk you through the simple process of adding Hubspot to your WordPress website.
Pros:
- HubSpot is a user-friendly CRM.
- HubSpot CRM's basic features are available for free.
- You can choose to concentrate on customer service, sales, or marketing with paid plans.
- Live chat and forms are simple to incorporate into your website.
Cons:
- The plugin may have a learning curve for novice users.
- The cloud service HubSpot is where data is kept.
Why we chose HubSpot:
The greatest CRM for small businesses is HubSpot, which connects with your WordPress website with ease.
2. FunnelKit Automations
For WordPress websites and WooCommerce stores, FunnelKit Automations is an effective CRM and marketing automation tool.
It allows you to view every aspect of your clients' information, such as their name, email address, gender, location, tags, lists, and more. On your website or online store, you can view their past history in full, including their purchase history.
Automation is the plugin's strongest point. Its visual automation builder can also be used to generate subscription reminders, send automated coupons, send targeted email and SMS campaigns, and much more.
Pros:
- Comprehensive contact profiles display every detail about a client in one location.
- You can use it to automate emails and SMS messages sent from your WooCommerce store.
- Advanced features like analytics, revenue tracking, and A/B testing are available with FunnelKit Automations.
- It is integrated with well-known plugins and apps.
Cons:
- There is a learning curve for beginners.
- It costs more than the majority of CMS solutions.
Why we chose FunnelKit Automations:
One of the greatest marketing automation tools for WooCommerce is Funnelkit Automations. You can easily access customer information and purchase history through its contact profiles.
3. Freshsales CRM
Popular and reasonably priced, Freshsales CRM takes a sales-focused approach to CRMs. Its scoring feature assists you in setting priorities and customising interactions with customers.
Instant access to customer data, such as reports, activities, phone conversations, emails, and contact information, is provided by its dashboard.
Additional features include event tracking, custom workflows, actionable insights from conversations, visual sales pipelines, and integrations with well-known third-party services.
You can save time by automating tasks with Freshsales. This enables you to do a lot of things, like send emails, add tasks, set reminders, and automatically assign leads. By automatically adding more information based on social media and publicly accessible data, it can also save time.
Within the WordPress Plugin Directory, you can locate the Freshsales Integration plugin. You can track website activity, embed forms, synchronise contacts and leads, and get notifications.
Pros:
- Both inexpensive and simple to use.
- The scoring system aids in lead prioritisation.
- You can save time by using automation features.
- affordable with a complimentary 21-day trial.
Cons:
- has fewer customisation options than other CRMs.
- has fewer integrations available than certain other CRMs.
Why we chose Freshsales CRM:
The methodology of Freshsales CRM is focused on sales. Its automation and automatic data entry help you prioritise your leads and save time.
4. Brevo (Formerly Sendinblue)
Brevo is a well-known email marketing service that was once known as Sendinblue. CRM functionalities include lead scoring, contact tracking, custom field contact management, and transactional email logs. Additionally, it is compatible with other CRM programmes.
A free WooCommerce CRM plugin is also available from the company in the official WordPress Plugin Directory. By doing this, Brevo and WooCommerce customer data will automatically synchronise, giving you the ability to enhance customer support for your store with just one tool.
You can better manage your customers and their orders, create successful email and SMS campaigns, and monitor the number of delivered, opened, and clicked emails once your online store data is synchronised.
Pros:
- If email marketing is your primary focus, its limited CRM features can fulfil all your needs.
- You can improve conversions in your store by putting in place automated workflows.
- With Brevo's free plan, you can send up to 300 emails a day and create an infinite number of contacts.
- The WooCommerce Brevo plugin is available for free.
Cons:
- Compared to other CRM solutions, its CRM features are more constrained.
- WooCommerce stores are the only ones that can integrate plugins; regular WordPress websites cannot.
- Because you rely on Brevo's platform, any disruption could have an impact on your campaigns.
Why we chose Brevo:
One of the greatest email marketing providers is Brevo, which offers all the CRM functionalities required for email marketing. You can also instantly sync your WooCommerce store's customers with this free WordPress plugin.
5. Pipedrive CRM
Another sales-driven CRM plugin available to companies is Pipedrive CRM. With its user-friendly interface that provides you with instant access to all the information you require, you can easily manage your sales pipeline management.
Designed specifically for sales teams, it provides features like advanced contact information, accurate activity tracking, sales forecasting, sales reporting, configurable pipelines, and email integration that works seamlessly.
It also provides a plethora of integration options so you can connect your CRM to your current services.
The WordPress Plugin Directory contains the LeadBooster Chatbot by Pipedrive plugin. Using a chatbot plugin, you can convert website visitors into qualified leads and close deals in your Pipedrive CRM account. The plugin works with WordPress websites.
Pros:
- Simple to use interface.
- keeps an eye on your conversion rates and sales performance.
- monitors correspondence with customers.
- Automate jobs that you do repeatedly.
- Reasonable prices.
Cons:
- Compared to other CRMs, its advanced reporting and automation features are more constrained.
- There is a steep learning curve for some advanced features.
Why we chose Pipedrive CRM:
A cost-effective customer relationship management tool for sales teams is Pipedrive CRM.
6. GreenRope CRM
A versatile CRM made for teams is called GreenRope CRM. It makes it possible for your operations, customer service, and sales and marketing departments to communicate with customers on a single platform.
It combines project management, social media, email marketing, automation, CRM, and more into a single, adaptable system.
In addition, the CRM has features that let you track deals, prioritise leads, automate customer communications, and keep an eye on social media activity.
The WordPress Plugin Directory contains the GreenRope Analytics WordPress CRM plugin. With your GreenRope account, it enables you to monitor the visitors to your WordPress website.
Pros:
- You can satisfy the requirements of your support, marketing, and sales teams with just one tool.
- Project management, lead scoring, and event management are extra features.
- It's very adaptable.
Cons:
- There is a learning curve with this tool because it serves several functions.
- It costs more than some CRM programmes.
Why we chose GreenRope CRM:
A versatile CRM solution, GreenRope CRM can accommodate the requirements of numerous departments within your company or online store.
7. FluentCRM
WordPress plugin FluentCRM is a self-hosted CRM and email automation tool. All of the data in FluentCRM is stored in your WordPress database and is your property, in contrast to many other CRM systems that keep their data on their own cloud services.
The user-friendly dashboard of this plugin makes it easy for beginners to get started. You can monitor critical customer data like past purchases, completed forms, open and click rates on emails, and more.
Several well-known WordPress plugins, such as MemberPress, LearnDash, and Easy Digital Downloads, are compatible with FluentCRM.
The WordPress Plugin Directory is where you can find FluentCRM's plugins for email marketing, newsletters, email automation, and CRM. In addition to tracking website activity, it enables you to create email campaigns, automate emails, and sync contacts.
Pros:
- keeps its information in the WordPress database.
- swift operation.
- provides email automation as well.
- You do not need to pay to begin.
Cons:
- Costlier than some other CRMs are paid plans.
Why we chose FluentCRM:
Your email campaigns can be tracked and automated with FluentCRM, an intuitive WordPress CRM plugin. WordPress stores all of its data, so you don't need to depend on outside cloud services.
8. WP-CRM System
A free WordPress CRM plugin called WP-CRM System is intended for independent contractors and small company owners. For WordPress websites, it offers standard CRM features like task delegation, contact management, and communication history tracking.
WP-CRM stores all of its data in your WordPress database, just like FluentCRM does. This implies that you are the sole owner of your data and that you are not dependent on a third party to maintain its accessibility.
In order to add new features like custom fields and integrations, you can also buy extensions.
Pros:
- straightforward to use and navigate.
- Not a third-party cloud service, but your WordPress website stores data.
- Numerous small businesses and freelancers will find the free plugin sufficient.
Cons:
- restricted use of advanced features.
- Paid extensions can get expensive.
Why we chose WP-CRM System:
The greatest free CRM plugin for WordPress is WP-CRM System. Many small businesses can get by with just the basic plugin, but if you need more, you can buy extensions to add custom fields and integrations.
What Is the Best WordPress CRM Plugin?
Based on our analysis, we think HubSpot is the top WordPress CRM plugin. It has the most essential features, is simple to use, and the main plugin is free.
However, you should also take a look at FunnelKit Automations if you have a WooCommerce store and require a CRM with eCommerce-focused marketing automation. It is strong, can increase your overall sales, and is well worth the investment.
Nevertheless, since Freshsales CRM and Pipedrive CRM are sales-driven and can assist you in automating your sales processes, we also suggest using them if you're searching for a CRM that is solely focused on sales.
FAQs About CRM Plugins for WordPress
Are there any questions you still have? These are some of the frequently asked questions we get about WordPress CRM plugins.
Is WordPress a CRM or CMS?
One type of content management system is WordPress. It enables you to create and oversee the content of your entire website.
Nonetheless, WordPress is a very adaptable platform with a wide range of uses.
Adding the functionality you require to use your website for customer relationship management (CRM) is as simple as installing a WordPress plugin.
What is a WordPress CRM plugin?
An add-on that integrates customer relationship management features straight into a WordPress website is called a WordPress CRM plugin. Within the WordPress dashboard, it enables users to handle leads, contacts, and customer interactions.
Do you need a CRM plugin for your WordPress site?
Depending on your company's objectives and the necessary level of customer relationship management, you may or may not need a CRM plugin. If you communicate with leads or customers on a regular basis, a CRM plugin can simplify and organise these exchanges.
What features should you look for in a WordPress CRM plugin?
Contact management, lead tracking, email integration, task management, reporting and analytics, customisation options, and integration with other platforms and tools are all crucial features to search for in a CRM.
The features you require, however, will change based on your unique needs, the size of your team, the volume of clients you must serve, and the nature of your company.
Expert WordPress Guides for Customer Service
After reading our guide on the top WordPress CRM plugins, you might find it helpful to view some of our other customer service guides:
- How to Increase Leads on Your WordPress Website by Adding a CRM
- How to Make Your WooCommerce Store's Customer Journey Even Better
- Top CRM Apps (With Free Options) for Small Businesses
- Top WooCommerce CRM for Store Growth (Compared)
- Comparing the Best Customer Service Software for Businesses
- The Best Small Business Phone Services
We hope that this guide was helpful in your search for the top WordPress CRM plugins. You might also want to check out our post on how to get more people to your blog or our professional recommendations for the top WordPress help desk plugins for customer service.
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