9 of the Best WordPress CRM Plugins
29 October 2021

9 of the Best WordPress CRM Plugins

In the internet world, WordPress remains one of the most popular CMS’s, with some claiming that it powers 35% of all sites on the web. From bloggers to small businesses to some of the largest corporations in the world, WordPress has proven its versatility time and time again, which means there are more opportunities than ever before to find yourself working with WordPress as a customer relationship management (CRM) solution. 

What exactly is CRM?

If you want to be successful with your WordPress-powered business, you have to collect information about your site visitors and turn them into customers. A Customer Relationship Management (CRM) plugin can make this process easier by providing the tools you need to keep track of your leads, contacts, support tickets, and more. 

CRM System

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Which are the top 9 WordPress CRM Plugins?

Whether you’re looking for the best CRM plugins to fit your specific business needs or want something easy to install, you can find all the answers in this helpful guide to 9 of the best WordPress CRM plugins available today. Here are 9 of the best WordPress CRM plugins currently available on the market.

1) HubSpot

HubSpot is a comprehensive customer relationship management (CRM) platform. Designed to help businesses manage contacts, pipelines, tasks, and reporting, HubSpot can also integrate with many popular apps including Google Apps for Business. Forrester Research consistently ranks HubSpot among its leaders in Customer Relationship Management Software Solutions.

HubSpot is intuitive, easy to use, and compatible with many popular plug-ins. It can be used to schedule social media posts directly from your contacts’ profiles and you can filter contacts by tags so you only see who has expressed interest in your product or service.

Additionally, HubSpot integrates with Zapier, an excellent app that automates tasks between apps—you might want to use it with other plugins on our list, such as Contact Form 7 or Contact Manager Forms.

It doesn’t hurt to spend money on an awesome tool like HubSpot, especially if you’re serious about your business and getting real results from your marketing efforts. It has lots of bells and whistles and will help you develop better relationships with your customers so they’ll be easier to market to in the future. HubSpot also integrates nicely with other apps, such as Shopify and MailChimp, so it’s easy to keep track of all your contacts within one system.

2) FluentCRM

If you’re looking for a comprehensive WordPress CRM, look no further than FluentCRM. Boasting features like mobile access, multi-channel customer intelligence, and more, it’s ideal for companies that need to track their leads and manage their sales funnel in one central location.

It can be used by organizations of all sizes and comes with an attractive pricing model that allows small businesses to get started without breaking their budget.

All in all, FluentCRM is an easy solution to recommend. If you’re looking for a comprehensive WordPress CRM, look no further than FluentCRM.

3) vCita CRM & Lead Management for WordPress

vCita CRM is a one-stop solution for all your customer relationship management needs. While its core focus is on contact management, it also handles the lead generation and tracking—something that most free options won’t do.

In addition to integrating with Facebook, Twitter, LinkedIn, and other popular social networks for marketing campaigns, vCita allows you to schedule appointments from your WordPress dashboard.

This plugin even integrates with MailChimp if you want to get started collecting emails from contacts right away. The only downside is that there isn’t a free version of vCita, but if you’re looking for a more robust alternative to some basic contact-list plugins, it’s worth checking out.

4) WP-CRM

Need to stay in touch with clients in a more organized manner? WP-CRM is one of the best WordPress CRM plugins, letting you track interactions and send them notes.

It also allows you to build campaigns. With WP-CRM, you can create content that will then be sent out via social media to keep your brand in front of potential customers.

It allows for better tracking when trying to find leads and projects, so if your company needs help with sales or marketing, it’s well worth downloading for free.

5) Leads Builder for CRM

The best WordPress plugin for customer relationship management (CRM), Leads Builder for CRM, provides your business with an impressive range of features. This highly customizable plugin allows you to store all types of data about your contacts, including custom fields to help you get to know your customers better.

To help you manage leads more effectively, it includes an email scheduler and email templates so that you can easily follow up with prospects who haven’t engaged with your business just yet.

The plugin also includes site-tracking tools that allow you to see how much traffic is coming in from various sources and where it’s going on your website. If there are areas where people are getting lost while using your website, Leads Builder can tell you.

6) Jetpack CRM

Jetpack is a great way to add a comprehensive CRM solution to your WordPress site without much fuss. It integrates with popular apps such as MailChimp, Google Analytics, and Salesforce and offers unlimited free users.

This means you can manage contacts and leads without paying for additional tools. It’s also easy to use: just import your contact list via CSV or XLS and start building relationships in no time.

7) AgileCRM

AgileCRM is one of the most popular WordPress-based CRMs, boasting more than 30,000 customers. AgileCRM is available as a plugin and includes features such as tasks, projects, contacts, and opportunities.

It also integrates with several other apps like MailChimp and Zapier. Although they advertise that you can download their app for free, keep in mind it’s really just a 15-day trial; after that period is up, you’ll need to pay $14 per month to use it.

For bigger businesses who will make frequent use of these integrations and collaboration tools (which they call connected apps), it’s well worth it. If not, there are plenty of alternatives without these premium price tags.

8) Zoho CRM

When it comes to CRM software, you can’t beat Zoho. Like so many other Zoho products, Zoho CRM focuses on flexibility and ease of use. With a clean interface and a focus on email communication, it provides everything you need without any complicated extra features. It also integrates with a lot of other popular apps like MailChimp and Zapier for easy expansion capabilities.

It is a simple and effective solution for your business to track leads, manage opportunities, monitor activity and KPI’s, send emails, and a lot more. You can integrate Zoho with your website or WordPress-powered site. Since it is cloud-based software, you can access it from anywhere as long as you have an internet connection.

9) Groundhogg

If you’re looking for a powerful WordPress lead-tracking solution, check out Groundhogg. This is an easy-to-use plugin that allows you to create different forms, collect leads via email, and create sales funnels with tracking codes. You can integrate your forms with all major email marketing services, including MailChimp, AWeber, and ActiveCampaign. And if you are using Marketo or HubSpot, Groundhogg integrates seamlessly with those platforms as well.

Conclusion

In order to optimize your WordPress-powered website for sales, you need a solid lead management plugin. Now that you’ve read through our 9 Best WordPress CRM Plugins, you have a few options from which to choose. To get started finding a suitable solution for your needs, check out some of these plugins and see if they can help streamline your sales process. If you want to customize a plugin as per your specific business needs, you can take help from WordPress Development Companies. Happy selling!

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By Amit Kothiyal

Google Analytics & E-Commerce Analytics certified, Amit Kothiyal has 9+ years of experience in digital marketing. Currently, he is working in a stellar digital marketing company TIS India Business Consultants Pvt. Ltd. He has helped numerous brands establish their online niche with his out-of-the-box internet marketing strategies and lead generation capabilities. He is proactive on LinkedIn and Twitter to share his experiences with similar kind of professionals across the globe.

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