For your online businesses to succeed, you need to establish strong relationships with your customers. If your visitors struggle finding details about your business, or if they need to re-explain their challenges to multiple members of your team, they won’t wait around for long.
The best way to establish better relationships is with great CRM software. With the right CRM, your business will be armed with relevant consumer data that can help you identify key market opportunities and discover ways to enhance the customer experience. And, to connect one with WordPress, you just need a plugin.
CRM WordPress plugins for your WordPress website help streamline your critical customer-facing interactions in a way that ties them to your business’s backend processes. In turn, your team will be empowered to better manage website interactions, support customers, track historical transactions, and reliably connect with prospects.
But which plugin is the right fit for your business? In this guide, we’ll take a look at some of the best plugin options, dive into what they offer, and see how they stand out from the crowd.
First, here’s a quick rundown of the top WordPress CRM plugins:
Best WordPress CRM Plugins
- HubSpot WordPress Plugin
- WP ERP
- Jetpack CRM
- CRM and Lead Management by vcita
- WP-CRM System
- Freshworks CRM
- Zoho CRM Lead Magnet
- WP Fusion
Now, let’s break down each CRM tool in greater detail.
Everything about the HubSpot WordPress Plugin is designed to make your life easier. At its core, this free plugin connects your WordPress website with your HubSpot CRM account, allowing you to seamlessly send contact info gathered in your CMS straight to your contact management tools.
Your business can easily capture, organize, and engage visitors with an array of features including free forms, live chat, and email marketing — add any of these to your WordPress pages and posts, no extra coding required.
Instead of requiring you to switch back and forth between your CMS and CRM software to track your growth, the HubSpot WordPress Plugin lets you view your analytics inside your WordPress dashboard. Plus, this plugin integrates well with other popular WordPress solutions like Gravity Forms, WooCommerce, Stripe, and Zapier.
Price: Both the HubSpot WordPress Plugin and HubSpot CRM are free.
2. WP ERP
The WP ERP plugin is a suite of business management tools that includes HR management software, accounting software, and a CRM.
Aimed at small and medium-sized businesses, the WP ERP CRM module includes several features for free: contact records which you can segment by custom parameters, activity logs which are generated automatically, and scheduling tools so you can book meetings within the plugin.
However, in order to automatically sync contacts from other tools like Gravity Forms, Mailchimp, and Zendesk, you’ll need to upgrade to the pro version of WP ERP. There are also currently six paid extensions for the CRM module of the plugin and several more for the accounting and HR modules.
3. Jetpack CRM
Jetpack is an acclaimed suite of WordPress optimization, analytics, and security tools for businesses. Jetpack CRM is a newcomer to the bunch, and offers a CRM accessible straight from your WordPress admin area.
Jetpack CRM includes most of the tools your business needs to better understand and track your visitors, leads, and customers. It allows users to create contacts from form responses, segment and tag contacts, and view all interaction history with any contact through logs.
This CRM plugin also offers a handful of paid extensions so you can tailor your experience to your specific needs. However, each one will run you $29 to $79 each, which may dent your budget if you require multiple.
Price: Single-site plans are priced at $11 per month, $17 per month, and $30 per month, billed annually.
Fluent CRM is a CRM plugin for WordPress focused on email marketing. It adds the ability to run automated email campaigns, segment contacts for personalized content, and track your leads as they convert to customers. Enroll contacts manually, with a CSV file, or set trigger events for creating contacts like a form fill or a purchase.
To compose your emails, FluentCRM adds a user-friendly email builder to your WordPress admin interface. Compose emails from scratch, or create reusable email templates which you can optimize with the help of FluentCRM’s A/B testing capabilities. The plugin also lets you preview your emails before sending them out, and see performance metrics in the analytics view.
FluentCRM integrates with leading WordPress plugins like WooCommerce, AffiliateWP, Easy Digital Downloads, and Memberpress. However, note that FluentCRM is self-hosted — you will be responsible for storing all data generated in this plugin.
Price: FluentCRM is priced at $129 per year for a single-site license, $249 per year for a five-site license, or $499 per year for a 50-site license.
UpiCRM is a dedicated lead management solution for WordPress websites. Free and easy to set up, UpiCRM is great for site owners in need of a lightweight solution with the essential CRM functionality.
With integrated intelligence and tracking tools as well as collaboration and contact management features, you can find the customer data you’re looking for and discover ways to improve marketing and conversion outcomes. In addition, UpiCRM aggregates all leads from all form tools — including Ninja Forms, Gravity Forms and Contact Form 7 — into a single repository.
Price: UpiCRM is free.
vcita develops scheduling, marketing, and CRM software for online businesses — its WordPress CRM plugin connects your website to a vcita account and pushes visitor interaction data straight to your CRM.
This plugin adds lead capture functionality on top of WordPress and introduces features that enable you to keep in contact with your leads and customers. You can easily pick out contacts from your database using its robust search feature, and set up meetings with help from the built-in scheduling and calendar tools.
Price: The plugin itself is free, but vcita requires a subscription to its software service. Pricing is based on team size, and plans start at $19 per month, billed annually.
Groundhogg is a self-hosted WordPress CRM plugin that focuses on email marketing and marketing automation to help you boost sales and improve customer relationships. This alternative to SaaS CRMs won’t charge you additional fees per your contact count — the monthly rate remains flat even as your list grows.
The Groundhogg plugin can help you capture leads, create and send personalized emails and text messages, collect customer data, and automate the entire consumer journey. You don’t have to worry about Groundhogg disrupting your accompanying plugins, either — the CRM is compatible with major plugins and services like Elementor, WooCommerce, WPForms, and Twilio. You can also purchase additional premium extensions for more tailored functionality.
WP-CRM System is made for small businesses with a focus on easy contact management, simplified project management, and seamless integration with other applications. Like Groundhogg, WP-CRM doesn’t charge you for the size of your contact list. However, also it’s completely free, making it fitting for those who just need the basics. WP-CRM can also be enhanced with a library of premium extensions.
Also like other tools we’ve seen, this plugin can help manage your client base without switching between applications — all customer data is organized within your WordPress dashboard for a seamless workflow. Getting started is easy too, as WP-CRM System allows you to import contacts from CSV and integrates with your other services like Slack, Mailchimp, GravityForms, and Zendesk.
Price: WP-CRM System is free. Premium extension plans start at $99 per year for three extensions on one website. Or, you can purchase individual extensions.
Freshworks CRM takes a somewhat different approach than CRMs we’ve seen thus far — it employs AI to drive your conversion efforts, including predictive scoring for determining how likely a contact is to convert, AI-assisted bots to aid your live chat, smart matching to find duplicates in your contact list, and more. With this plugin, you also get high-end features like a drag-and-drop journey builder, web forms, and automation with workflows.
Freshworks is best for established businesses seeking a medium-sized to enterprise-level solution, and its WordPress integration enables you to combine the functionalities of the CRM with your CMS.
Price: Freshworks CRM is available in three tiers, for $29 per user per month, $69 per user per month, and $125 per user month.
Zoho CRM Lead Magnet is a free and basic plugin for lead capture. It lets you build web forms inside your dashboard and place them on your WordPress site with shortcode. Visitor data is then collected and sent to your Zoho CRM account automatically.
Zoho CRM itself is a quality CRM option for scale-ups and enterprises. It packs collaboration tools, AI-assisted live chat, automated workflows, and in-depth reporting — what you would expect from a high-level CRM. However, note that the Zoho CRM Lead Magnet plugin will not integrate Zoho CRM with your WordPress dashboard, only a form builder for lead capture.
Price: Zoho CRM Lead Magnet is free.
11. WP Fusion
Closing out our list is the WP Fusion plugin. While not itself a CRM, WP Fusion can connect your WordPress website to almost any leading CRM of your choice. WP Fusion acts as the intermediary between your WordPress plugins for lead capture and your CRM — it integrates with plugins like Gravity Forms, Elementor, Beaver Builder, Advanced Custom Forms, and WooCommerce, and turns them into lead capture tools. Data from these is then sent straight to your CRM via WP Fusion.
This plugin supports over 40 different CRMs (including some listed above) and can easily sync your WordPress site with any of them. There’s no programming needed for these integrations either — WP Fusion is designed to be user-friendly and make CMS-CRM integrations accessible for any WordPress user.
Price: WP Fusion is offered at three tiers for one-time purchases of $247, $347, and $540.
Get Started With a WordPress CRM Plugin
After setting up WordPress as your CMS, the last thing you’ll want to do is configure an entirely new piece of software. However, good CRM software can make the difference between frustrated visitors and satisfied customers. That’s why these WordPress plugins are built to make the integration seamless.
With the right WordPress CRM plugin, it’s possible to capture key data, deliver great service, and discover actionable insights to drive long-term growth and customer loyalty. And it all starts with you clicking Install and Activate.
Originally published Feb 8, 2021 7:00:00 AM, updated January 17 2022