Strong customer relationships are critical to your business’s success.
If your customers struggle finding details about your business, product, or service, and have to re-explain their challenges to different members of your team due to your systems being ineffectively connected, they won’t wait around. They’ll leave to conduct business with another company instead (maybe one of your direct competitors).
With a great 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.
CRM plugins for your WordPress website (like the HubSpot WordPressCRM plugin) 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 WordPress CRM plugin is the best fit for your business? In this guide we’ll take a look at some of the most popular plugin options, dive into what they offer, and discover how they stand out from the crowd.
Here’s a quick rundown of the top WordPress CRM plugins.
Best WordPress CRM Plugins
Zero BS CRM
Now, let’s break down each CRM tool in greater detail.
The HubSpot CRM plugin is designed to make your life easier. Your business can easily capture, organize, and engage visitors with an array of features including free forms, live chat, email marketing, and analytics.
This plugin is free and you can easily integrate the HubSpot toolset with popular solutions including Gravity Forms, WooCommerce, Stripe, and Zapier.
2. Zero BS CRM
Zero BS CRM helps you manage your contacts and improve business outcomes. The plugin focuses on simplicity — download the Core plugin and add the extensions you need (e.g. mail campaigns, sales dashboards, invoicing PROs).
Pricing starts at $11 per year for the Freelancer package and up to four extensions or $17 per year for the Entrepreneur package with full access to all extensions.
3. WP ERP
WP ERP optimizes your key business functions including CRM, HR, and accounting. The core plugin is open source, free, and powerful. It provides you with complete control over customer management using custom filters, follow-up tools, and multiple company profiles.
If you need more in-depth CRM support to help boost your business impact, the CRM bundle is $149 per year.
UkuuPeople allows you to automatically collect contact and customer interaction details, connect with popular tools (e.g. Gravity Forms, Google Calendar, and MailChimp), and effortlessly organize your contact communications. Start for free or upgrade to Basic ($99 per year) or Pro ($159 per year) for added functionality.
UpiCRM is free, easy to install, has an elegant feel, and delivers advanced CRM functionality to boost your potential for growth.
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.
6. Presspoint CRM
Presspoint CRM is all about precision — it helps you determine exactly what customers want out of your WordPress site. The tool includes email automation, e-commerce integration, custom forms, and opportunity management.
At $550 per year, this plugin isn’t the most cost-effective option on the list, but if your WordPress site is experiencing rapid growth and you need a top-notch CRM, Presspoint could be an ideal fit.
Groundhogg is a free WordPress CRM plugin that focuses on marketing automation to help you boost sales and improve customer relationships.
The open source tool can help you capture leads, create and send personalized emails and text messages, collect customer data, and automate the consumer journey.
8. WP-CRM System
WP-CRM System is designed for small businesses with a focus on easy contact management, simplified project management, and seamless integration with other applications.
The plugin can help manage your client base — all customer data is stored and organized within your WordPress dashboard.
Pricing starts at $99 per year for the basic system plus three extensions and goes up to $199 per year for access to all current and future extensions.
The vCita is free and is often paired with the vCita Client Portal. The plugin helps you save time with automated client communications and notifications. It also includes a robust search feature to help you track and manage your leads.
Get Started With a CRM Plugin
CRM software can make the difference between frustrated visitors and satisfied customers. 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.
Originally published Apr 3, 2020 4:40:56 PM, updated April 04 2020