The growing e-commerce industry is becoming competitive with each passing day. This is bringing new challenges for catering to consumer demands. Since multiple alternates are available, consumers don’t give a second thought before switching. Therefore, maintaining customer relationships, showing a prompt response, and retaining the loyal clientele is imperative.
Thankfully, CRM tools are present today. Loaded with automation, AI, customization, and real-time data analysis, they are mandatory for every business. When it comes to WordPress, we just need a CRM plugin. However, tons of plugins are present in the market. Do not get confused. Read below to find some best options:
HubSpot
HubSpot is a big name among several other CRMs. It is a free plugin that easily connects the CRM account with WordPress. Thus, you can use all CRM features in WordPress. Managing, tracking, and targeting new clients becomes easier. Besides this, features like email marketing, live chat, form filling, and many others contribute to business growth.
Additionally, it removes the hurdle of moving from CMS to CRM for analytics. Yes, you can view all data from the WordPress dashboard. Apart from it, it can perfectly integrate with other plugins like Gravity Forms, Stripe, Zapier, ApiX-Drive, etc.
Jetpack CRM
Though Jetpack is new in the market, it lets you get CRM access directly from the WordPress admin. This plugin is ideal for customization, business security, and analytics. You can instantly segment contacts and view history with the help of logs.
Like HubSpot, this is not free. It has multiple paid extensions that come with a high price tag. Yes, each extension starts from $29 to $79. Now, if you need multiple extensions, you need to increase the budget drastically.
UpiCRM
If you cannot bear the hefty price of Jetpack, consider UpiCRM, which is free. This plugin is ideal for those who particularly want to focus on lead management besides other basic tools.
Furthermore, it is light in weight and offers commendable automation tools. You can also make great changes with its collaborative features. Another best part is its lead display on a single repository. Yes, it sums up all leads from multiple tools and shows an aggregate result.
WP ERP
WP ERP combines accounting software, CRM, and management software. This plugin is also free and is suitable for small to medium-sized businesses. The basic free features include logs, contact records, and scheduling. Thus, you can segment contacts, create plans, and book meetings for free.
But, if you want to enjoy auto-synchronization from other tools, you will need a paid version. This is a pro version that syncs contacts from Gravity Forms, Zendesk, and Mail chimp.
Fluent CRM
This is another CRM plugin that focuses on email marketing. You can run different email campaigns, segment customers for personalized messages, and track the ones that lead to conversion.
For composing an email, the plugin adds an email builder to your dashboard. You can create emails either from scratch or use the pre-made templates. Additionally, previewing mail and tracking analytics is possible.
It easily integrates with other plugins like Memberpress, Affiliate WP, WooCommerce, and Easy Digital Downloads. But, remember Fluent CRM is a self-hosted plugin.
CRM and Lead Management by vcita
vcita CRM connects WordPress directly with the CRM account. Thus, you get all customer data into your WordPress dashboard. Moreover, the tool is famous for maintaining client relationships. It offers features that enable you to stay in touch with leads. Besides this, it provides extensive searchable options so that you can search any contact within minutes. It also has a calendar tool that lets you schedule meetings.
You can get this plugin for free. However, you need to pay a service fee for vcita software services. This fee depends upon your team size.
WP-CRM System
This plugin is intended to simplify small business activities. From contact management to collaboration, it has features for everything. Though there is a premium option, the basic version is free. In simple terms, the plugin is ideal for businesses looking for basic CRM features.
Like other plugins, it lets you manage contacts directly from WordPress. You do not need to switch between applications.
Zoho CRM Lead Magnet
As the name suggests, it intends to provide useful lead information. The plugin can build web forms and lets you put them on the site. Now it collects all the web form data and sends it to the CRM account.
This is a free plugin, but integration with the Zoho CRM is not possible. However, you will find all high-demanding features like AI, live chat, reporting, and automation in it.
Freshworks CRM
Freshworks is a bit different from the above plugins. It aims at maximizing the use of AI for predicting conversion rate, assisting in live chat, and matching duplicate contacts. Other high-end features like the drag and drop option, workflow automation, and web forms are also present in it. This plugin is not free and is ideal for medium to large size enterprises.
Groundhogg
This plugin primarily focuses on automating marketing efforts along with email marketing. Consequently, it brings more conversions and business growth. No matter what the size of the contact list is, you do not need to pay extra. There is just a flat monthly fee. Besides this, it conveniently integrates with major plugins like WooCommerce, Twilio, Elementor, and WP Forms.
Ninja Forms Contact Form
Having a rating of 4.5 stars, this plugin needs no introduction. Having an easy-to-use form builder, Ninja Forms lets you create customizable forms for email subscriptions. Most importantly, there is no need for coding skills.
In terms of a CRM plugin, it encourages business owners for growing their client base. Yes, it lets you grow subscribers by increasing your mailing list. Let’s say you are using a CRM like the Real Estate CRM, and you use this plugin; it will let your CRM collect consumer data through contact forms automatically.
Sprout Clients
Though the plugin is new, its five-star rating convinced me to add it to the list. It simplifies contact management and enables you to maintain long-term client relations. There is a scheduled message feature through which you can save emails and send them later. Similarly, the engagement feature sends all client interactions to the respective profile. Currently, it integrates with Sprout Invoices.
WordPress CRM Plugin
If you are looking for something that lets you stay with the current dashboard, try the WordPress CRM Plugin. You can perform all CRM tasks with the WordPress interface. It lets you manage projects, automate marketing activities, track contacts, and much more. With just a single click, you can enter the contact details of the current users. Additionally, the basic version is free irrespective of the size of the contact list.
WP Fusion
WP Fusion is not a real CRM plugin. It acts as an intermediary for connecting the WordPress site with CRM tools. Integration with WooCommerce, Beaver Builder, Gravity Forms, Advanced Custom Forms, and Elementor is possible.
Connection with a huge list of 40 CRMs is possible. The ones mentioned above are included. Furthermore, you do not need any programming skills but paying a fee is essential, as it is not free.
WP Fusion
WP Fusion is not a real CRM plugin. It acts as an intermediary for connecting the WordPress site with CRM tools. Integration with WooCommerce, Beaver Builder, Gravity Forms, Advanced Custom Forms, and Elementor is possible.
Connection with a huge list of 40 CRMs is possible. The ones mentioned above are included. Furthermore, you do not need any programming skills but paying a fee is essential, as it is not free.
Wrapping It Up
So, you have a huge list of options to choose from. Some are completely free, while others come with a basic fee. Analyze your business needs and then go for the plugin that suits you the best.
CRM is changing businesses globally. Do not waste more time. Use the right plugin and uplift your business today!
