The Best WordPress CRM Plugins
Customer relationship management (CRM) is an integral approach to managing your interactions and relationships with clients and potential clients. Wouldn’t it be great, though, if there were WordPress CRM plugins that could integrate customer relationship management right into your WordPress website?
Fortunately, there are several, and we’re going to go over some of the best of them along with their pros and cons.
What is a WordPress CRM?
A WordPress Customer Relationship Management (CRM) system is a powerful tool that assists businesses in handling customer data efficiently. Regardless of the size of your business, a WordPress CRM streamlines the process of managing customer interactions. In essence, a WordPress CRM is a comprehensive solution for nurturing customer relationships effectively.
Historically, CRMs were used mostly by multimillion-dollar enterprises. Today, the business world is changing, and the CRM industry is growing with it.
Boost Your Business Efficiency With a WordPress CRM Plugin
You can run a website without a WordPress CRM plugin, but you won’t get nearly as many benefits. The best CRM plugin allows you to immediately gather customer information. You can then separate your data by customer features and filter clients based on selected attributes. Most WordPress CRM plugins have these functions, and they allow you to better understand your clients for customer service and marketing purposes.
One of the most common differences you’ll find with different WordPress CRM plugins is the availability of automation tools. This alone can help you save time and money by avoiding repetitive processes. Another big difference is that some WordPress CRM plugins provide insights while others do only the most basic tasks such as storing information on clients.
HubSpot is an all-in-one growth platform that helps businesses grow better. The platform enables businesses to better attract, engage, and delight customers. It has an abundance of free tools that include CRM, email marketing, live chat and chatbots, ad management, reporting, forms, and more.
The free CRM tool gives you everything you need to organize, track, and nurture your leads and customers. It’s 100% free, forever. It will enable you to see everything about a contact in one place. Every interaction is stored in a tidy timeline, including calls, emails, meetings, and notes.
There is also a native WordPress plugin that makes it as easy as possible to manage your contacts inside of your WordPress admin dashboard.
Pros: HubSpot is easy to use and has integrations with over 300 tools. Having all the customer data of your contact database in one CRM tool makes your contact management simple, helpful, and actionable.
Cons: If you need advanced reporting or marketing automation, it’s not included in the free plan.
Jetpack CRM touts itself as the “simplest and quickest” WordPress CRM plugin out there. The plugin offers expected CRM functionality such as managing customers, adding custom fields, and providing front-end lead forms in addition to online invoicing, a client portal, and integration with Zapier. Online invoicing and Zapier integration are both new features that weren’t available in Version 1.
Price: Jetpack pricing starts at $11/month, but additional extensions can also be purchased for $17 each.
Pros: Jetpack CRM works on computers, phones, and tablets. Its interface is user-friendly and beginners have noted its ease of use. Additional extensions can handle other necessities such as email campaigns.
Cons: English and Spanish are the only supported languages. For best functionality, this CRM plugin should be added on its own WordPress install to ensure compatibility.
This powerful WordPress CRM plugin allows you to create as many records as you need along with adding your entire workforce to access the client data. Contacts, tasks, and projects can be managed directly in the admin area of WordPress. Projects can even be assigned and categorized in WP-CRM System based on how likely a prospect is to make a purchase.
Price: The core plugin costs $99/year, but you can also purchase additional extensions such as Zendesk Connect integration and invoicing.
Pros: This WordPress CRM plugin can be used in English, Spanish, Polish or Russian. Can integrate with Slack, Zendesk, and other plugins through added extensions.
Cons: This system is proprietary, so if you hope to extend its functionality without purchasing extensions, you’re out of luck.
Presspoint offers several features that can’t easily be found in a single unpaid option, and this is why many people choose this high-end tool over free options. The tool provides email automation in addition to functions like opportunity management, custom forms, and even eCommerce. You can also create custom profiles and directories.
Price: Pricing starts at $49/month.
Pros: In addition to CRM capabilities, Presspoint CRM also offers eCommerce functionality. This includes adding “Buy Now” buttons to any page, online carts and input of transactions into a client’s history. Advanced reporting is also available.
Cons: There are few integration options other than MailChimp. Some users may also find the interface isn’t easily navigable.
In addition to CRM, WP ERP also handles your human resource management (HRM) and accounting procedures. Each of these modules can take unlimited entries, and your WordPress dashboard can even be customized with the tool. Emails, meetings, SMS, and calls can also be scheduled with WordPress ERP.
Price: This resource is low cost at just $9.99/month for a single user, but bundles to utilize additional features—such as asset management and email marketing—and include additional users are also available.
Pros: Has 44 supported currencies. Access permissions can also be defined between users. Has email communication built in.
Cons: Attaching files or receiving attached files isn’t as simple as with other tools.
WP Fusion is a plugin that allows you to track everything from how often a prospect clicks a certain link to how long they spend viewing a video. It’s an open source program, so experienced users could add on their own extensions. It also integrates well with popular membership, e-learning, and eCommerce tools.
Price: Prices range from $247 per year for Personal and $540 per year for Professional, but you can try the Lite version for free.
Pros: This WordPress CRM plugin allows you to lock content on your site based on the CRM tags you use. Prospects and clients can be tracked on your WordPress website based on their behaviors and clicks.
Cons: Maintaining numerous sites can become expensive, and the professional add-ons are only available to those who purchase the upgraded versions.
What’s the Best WordPress CRM Plugin for You?
To understand which WordPress CRM is right for you, it’s important to consider what each one can do for you. Consider the following pertinent information and grades before making your decision.
A-Grade WordPress CRM Plugins
HubSpot and Jetpack CRM outshine all of their competitors on this list. Hubspot is a robust all-in-one solution that helps you manage your forms, email automation, analytics, and more. Jetpack is intuitive and widely respected by its user base.
B-Grade WordPress CRM Plugins
Presspoint garnered a B-grade thanks to its automation, and it may have landed an easy A-grade if its interface was more user-friendly. WP-CRM System also earned a B-grade, as the few issues with the plugin are offset by the fact that it’s a fairly low-cost option, therefore boosting its ROI.
C-Grade WordPress CRM Plugins
WP ERP and WP Fusion round out the bottom of the list with C-grades. While both of these options will certainly be beneficial to your customer relationship management, the other options on this list either include more extensive features, are available at a lower cost, or both.
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