As you know, customer relationship management is used to provide a better user experience. The CRM industry is one of the growing markets. Because of its effectiveness, it has become the biggest software market in the world. According to reports, the annual growth rate will reach up to 14.2% by 2027.
Online businesses are increasing, and so is the competition. WordPress CRM plugins have now become a need of businesses in the modern world.
However, the need of every business is different; some need the basics, whereas the other needs advanced integration.
WordPress plugins differ in their functionalities. We are going to describe the best plugins that will supercharge your business. Are you excited?
HubSpot
Number one on the list is the HubSpot WordPress CRM plugin. It connects your website with the HubSpot CRM to categorize, track, and look after your customers. You can make forms, do a live chat on your website, and provide reports. In addition, HubSpot comes with an email marketing tool for sending out auto emails.
HubSpot comes with some powerful marketing tools. It helps you create the most user-friendly interface for your website to enhance the user experience. The record of each customer is updated automatically, so there is no need for manual updating.
Form builder tool is used to create pop-ups, banners, and embedded forms. Live chats are also available to talk instantly with the customers. All the chats are automatically logged in the CRM. HubSpot also updates the profile of contact with public information from across the web.
WP ERP
WP ERP is second on the list, with over 10,000 active installs with good feedback. It is a free module, and it has different modules. One module is for CRM functionality, and the other is for HRM and accounting solutions. The modules are limitless when it comes to entries.
Unlike others, it comes with a lot of free tools like company information management, location tools, and a holiday calendar. The profiles can be categorized into groups, and you can also write notes with the customer’s profile.
In addition, the premium version provides your business with some extra tools like payroll management, payment gateways, etc. WP ERP also supports up to 40 different currencies.
WordPress CRM Plugin
WordPress CRM plugin is free to download, and it goes right into the WordPress dashboard. It has both the free and premium versions, which have extensions like WooCommerce, Zapier, and invoicing extensions.
With the WordPress CRM plugin, you can store as many contacts as you want in your database. You can also export and import your contacts anytime. In addition, there are used which can be used to track your marketing campaign, manage projects, and set individual tasks for the workers.
You can customize the logging system for your website accordingly. It supports more than one language, so anyone can use it. The project management essentials are packed into the plugin, so there is no need to install secondary plugins. In addition, your business can import and export large CSV files to other CRM’s.
Web-to-Lead for Salesforce
Salesforce is widely known for its design and functionality and has been used by small and large businesses. The feature that makes it famous is that everything is stored on the cloud, so it is accessible anywhere.
CRM plugin collects leads from your website and saves them in your Salesforce account. Now, there is no need to copy and paste lead from one program to the other. The plugin is free itself, but you have to buy the premium Salesforce account for the integration. It helps you track your leads with the lead management options.
Bitrix24 CRM
Bitrix24 CRM is specifically designed for WordPress, and it is a suitable plugin for your website. It provides the opportunity to store contacts manually as well as automatically through a lead generation form. You can easily edit forms and mnage contacts through WordPress admin. Every contact has a separate thread so you can keep track of every interaction.
The advantage of using this plugin is the support options. A variety of supports are available and a blog too. The dashboard contains all the tools, so there’s no need to move to other platforms. Some of the noticeable apps include an event calendar, ClickSend SMS, and CallingBot24.
Contact Form 7 Zoho
Zoho CRM is not officially a WordPress CRM, but third-party plugins help you integrate with this powerful plugin. It is similar to Google Workspace as it offers email accounts, CRM, invoicing, document storage, and much more.
Contact Form 7 tool is used to create a contact, but it helps you to focus on lead generation rather than just a contact form. The setup of this plugin is very easy, and there are plenty of custom fields for filtration.
Lead Form Data Collection to CRM
There are hundreds of CRM software available, but the main issue comes with the integration to your website. Lead Form Data Collection to CRM has solved this problem for the most popular CRMs in the market. With this plugin, you have to access API for integration with another CRM.
Lead Form Data Collection to CRM is just a connection between WordPress and CRM, but it does a great job with this simple work.
WooCommerce CRM
Normally, CRM is used for contact management information. This plugin helps you track orders, add customer notes, send emails, and make calls from the admin. WooCommerce also has a call timer for you to analyze your call data.
Automated emails can be sent out to new contacts. Details of how much money has been spent by a customer with your company are logged automatically. Filters are there to help you in finding a specific contact. Apart from the automated emails, it also has a tool to send branded emails to users when there is important information about orders.
WooCommerce CRM allows integration with other plugins for efficient operations. It even facilitates you if you convert WooCommerceto Shopify.
UpiCRM
UpiCRM is a new plugin but is already becoming people’s favorite. With this plugin, you can export the bulk of contacts to another system. The main functionality is to create contact forms and leads to go in the database. It automatically links to several websites for aggregating the data collection from multiple sources.
UpiCRM has an import process to map your existing database fields to create a centralized database of your leads in your dashboard. You can assign a certain number of leads to a member with an automation process
Presspoint
Presspoint was previously known as PauPress. It lets you do far more than just store the user’s data. It also integrates with e-commerce, memberships, email marketing, etc., from your WordPress admin.
Reports feature can be used to perform tasks like editing and mailing. The interface is user-friendly, so it’s easy to navigate. Presspoint is designed for large businesses. Advanced customer profiles can be made with Presspoint. It is the most feature-rich CRM to install on your website.
WP Smart CRM
WP Smart CRM covers more than a normal CRM, providing you with management tools. Some of the tools include a customer archive grid, notification system, and module for messaging. It also offers you to make a task list and prepare to invoice system from your WordPress dashboard.
The premium version supports multiple currencies, so you can send invoices to clients regardless of where they are located. You can send direct messages with WP Smart CRM. Notifications can be customized with the notification rules. You can also check interactions with the annotated timeline.
WP Fusion
WP Fusion is used to build a membership website to keep your contacts information synced, record new leads, and do transactions. This is not a full CRM, but it can link your site with CRM. It has a handful of features like automatic contact creation and access restriction.
WP Fusion can be used to link to email marketing programs like MailerLite and MailChimp. Tags are automatic to user profiles as they are added to the database. It provides the best customer support.
vCita CRM
vCita CRM comes with a heavy-duty feature list, and it is compatible with every website platform. It only comes with a premium version, where you get a free trial of 14 days for your satisfaction. It also has a mobile interface for running your business.
vCita CRM helps you store all the contacts in one place with an in-depth view of what each customer wants and how they shop. Users can update their information with the client portal. Tools are there to increase the productivity of your team. It is a complete powerhouse.
Groundhogg
Groundhogg is a self-hosted CRM designed to simplify and consolidate sales and marketing for businesses. Users are guided by the sales pipeline automatically with funnels, email marketing, etc. Free versions help your business create forms, write emails, build funnels, and segment your contacts.
You can upgrade to the premium version when you need more features. Groundhogg comes with 40+ extensions in the premium version. Groundhogg is self-hosted, so you own data from the start to the time when you export your data. The database is limitless, and custom fields are there so you can be as creative as you want.
These WordPress plugins are helpful in every business whether you have an import-export business, real estate experience, electronics, etc. For example, suppose you have a business of real estate properties. The afore-mentioned plugins will help you integrate your business with the best CRM for real estate.
TeleCRM
TeleCRM is a telecalling and Mobile CRM that directly integrates with WordPress sites to instantly capture leads with its custom WordPress plugin.
You can run automation such as auto lead assign and bulk welcome WhatsApp messages on the leads captured through WordPress. Allowing you to manage leads from all sources under 1 app.
Now You Know the 15 Best WordPress CRM Plugins for Your Business
The more you know about the customers, the more you can help them with services, products, and customer service. WordPress plugins also help you discover growth opportunities for your businesses. You will also get 24/7 support from the hosting experts. We would love to know which plugin you are using for your business.
