Top 10 Best WordPress CRM Plugins

Having a customer relationship management (CRM) system is an accepted and proven business strategy. It is an effective and centralized way for managing potential lead information and for gaining insight to help manage each customer relationship the best way possible. That is perhaps why CRM is the fastest growing software market today, estimated to reach $80B by 2025.

Development and integration of CRM into every business platform is happening everywhere. In WordPress, a plugin is a software that can add new features or extend existing functionality in a website. There are thousands of WordPress plugins, and many can provide the right CRM functionality for your business through your site already in this platform.

The Top 10

WordPress CRM plugins provide many advantages. As a web solution, it is safe, simple, and flexible at an affordable price. It allows you to keep records, organize information, understand needs and behavior, and respond to the right target groups in a timely fashion. It improves communication and helps build company culture. Some solutions have advanced workflow automation and include integrated campaigns. Here is our top 10 recommendations.

1. Presspoint

Presspoint is a CRM for WordPress. As a CRM running in your website, it provides you an excellent view of what your customer wants, while also giving you more control over the user experience. Presspoint integrates several sales and marketing functions in a single service, such as Profiles, integrated email campaigns and auto-responders, Smart Search, Opportunities, User Directories, E-commerce, content restriction, and more. Those interested can request a demo.

2. WP ERP

WP ERP is an integrated solution for SMBs running WordPress. Its CRM plugin allows you to easily track and follow up queries with leads, subscribers, and clients. Features include a simple and smart interface that shows a dashboard, contacts, companies, activities, schedules, and more. It has contact management, notes, built-in email, activity log, scheduler, task management, filters and segments for customers, among others. As an open source software, WP ERP has free and paid versions, with various plans, bundles, and single extensions.

3. WP Fusion

WP Fusion is a marketing automation for WordPress. It is a no-code solution that allows you to easily integrate your WordPress website with dozens of popular CRM and marketing automation systems. WP Fusion supports dozens of plugins, so you can connect sites, store, and other systems on your website to your CRM. It applies tags in your CRM based on user activity in the website. Its field mapping system allows you to connect data on your site to fields in your CRM. Several license plans are offered starting at $247.

4. Ninja Forms

Ninja Forms is a WordPress Forms Creation plugin. It is one of the most flexible and easy-to-use WP form builder. Ninja Forms is completely free with an abundance of settings for fine tuning every part of your form. It is designed for developers, with different functions, action hooks, and filters for customization. The software can easily be added to your website with a widget, shortcode, template function, or by appending it to a content. Extensions are also available, with a 14-day money-back guarantee.

5. Zero BS CRM

Zero BS CRM is a simple and free CRM for WordPress. It is especially built for entrepreneurs and business owners who do not have time to learn overly complex systems. As a simple, modern, and lean CRM, Zero BS puts all your contacts in one place, making it easy to manage, and easier to act on. Other features include a CRM dashboard, quotes, invoices, and transactions. The plugin is easy to set up, supports dozens of integrations and extensions, with B2B sales capability, and developer ready.

6. Elementor

Elementor is more of a WordPress page builder, but it is a free and flexible solution that covers design, marketing, and development in one solution. In case of marketing, for example, you can easily build landing pages that drive traffic, sales, and conversions. You can also build pop-ups and forms to help optimize your sales funnel. It integrates with many marketing tools such as MailChimp, Drip, Hubspot, Zapier, and more. Its widgets lets you easily add price table, forms, call to action, social icons, share buttons, testimonial carousel, and more.

7. Brilliant Plugins

Brilliant Plugins has a WordPress-to-lead for Salesforce CRM plugin that creates a solid integration between your WordPress and your Salesforce CRM account. Website visitors can enter data on a contact form on your site, and the lead goes straight into Salesforce. The automation does away with manual copy pasting of lead information, so the risk of missing leads are minimized. WordPress-to-lead for Salesforce CRM plugin is free and now at version 3.0.

8. WP-CRM

WP-CRM is a free product of Usability Dynamics. It is a unique customer relations management system integrated into WordPress control panel. You are able to store your customer and prospects’ information inside the WP user database. This also gives you the option to use other plugins to collect and analyze those information. You can create your own forms with custom data fields, which can then be filtered for easy contact analysis. Other WP-CRM features include dynamic charts, notifications management, user CSV exporting, WP-Invoice integration, and more.

9. UPiCRM

UPiCRM is a free WordPress CRM solution and lead management software. It can interface with and extend WP contact forms plugins to provide a complete solution. UPiCRM features include lead management and tracking, leads aggregation across multiple servers, dashboards, reports, KPI’s, and contact management. It can be installed in less than an hour, and is ready for collaboration.

10. Hubspot

Hubspot WordPress CRM plugin is a free software ideal for small business. It helps users organize, track, and nurture their leads and customers. Hubspot WordPress CRM plugin can help you automate tasks as well as automatically track visitor interactions. Features include leads information capture directly from contact forms, sales funnel view on a dashboard, automatic activity logging, centralized contact management, and free tools for live chat, email, and bots.

Conclusion

WordPress has become the most popular content management system. It has also become the ideal platform for businesses to build their websites on. Among the advantages are its being open source and free, easy to install and use, accessible, mobile friendly, versatile and scalable. With WordPress CRM plugins, it is now easier for businesses to organize their CRM processes and make them seamless. Furthermore, search engines easily track WordPress sites, which makes it easier for customers to reach you.

Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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