Having a true customer relationship management (or CRM for short) software is to helps you understand your customers and how to engage them throughout the entire customer lifecycle.
This is achieved by collecting and analysing data. From prospecting, marketing and to customer service, while gathering and analysing customer data which can open up problem areas and reveal hidden opportunities for your business.
However, choosing a CRM plugin for WordPress is one of those things that each and every company ultimately ends up getting. Nevertheless, some businesses will just need to have the bare minimum, while others require advanced field customisations and powerful integrations.
There many CRM plugins that are available for WordPress, but I’m just wanting to highlight ones that those have the must-have features while making your decision on what the best for CRM for you.
This WordPress plugin allows you to connect your WordPress site right up to the free HubSpot CRM so you can organise, track, and sustain your leads and customers.
You will notice that this plugin is more than just a plain CRM, as it features a full range of features including form-making, operating live chats through on your site, and also presenting analytics. Also, you’ll notice there’s even an email marketing tool for sending out automated emails and newsletters.
It only takes a few steps to configure this CRM online, then, an interactive demo will walk you along through all of the dashboards with graphs and reports.
This free CRM plugin also does come with a form builder that will capture your visitors’ submissions and then automatically sync them with the CRM. It doesn’t even matter if you are using a different form tool such as Gravity Forms, all of those leads will be automatically added to your contact list.
Along with that CRM, you get live chat and chatbots to connect with your prospects and all chats are automatically logged in the CRM.
2. WP ERP
WP ERP combines both small and large businesses with a CRM, HRM, and accounting solution. You will find within this WordPress CRM plugin is made up of various modules.
With this plugin there’s no limits on anything, so you can create as many entries as you want. This is a free plugin and it has the most important tools been built into this plugin to help with your business to keep in touch with your customers.
You’ll find included are the company information management, location tools, and a holiday calendar and you can also create contact groups and make notes in your customer profiles.
There’s a premium version which really isn’t required for all businesses, but it does offer premium support, heaps of extensions, and functions like payment gateways and payroll tools.
Price: Free & Premium starting at $12.99 per user/month
This CRM Plugin offers a fully-featured CRM that goes directly into your WordPress dashboard. This plugin is free to download so you use on your site, there’s also an option to expand with paid add-ons such as Zapier, WooCommerce, and also extensions for Invoicing.
There’s a premium version of this plugin which cost $99 per year, and that gives you premium support and a set of extensions. It all depends on what features you’ll need, so you may end up having to pay for some more extensions.
With the core plugin, you have the ability to collect an unlimited number of contacts. This plugin has functions for managing projects, tracking your marketing and setting individual tasks.
Price: Free & Premium at $99.00
UpiCRM is a free WordPress CRM and leads management solution. Also, this plugin is useful because if you do decide to upgrade to a different CRM, the UpiCRM plugin provides a bulk export feature for transferring out all of your contacts into another system.
The CRM functionality involves creating contact forms and collecting leads to go into your database. You will also notice that the integration options are better for the other CRM plugins on the market.
UpiCRM is compatible with your existing contact form plugins, such as Contact Form 7, Gravity Form. UpiCRM has an import process that maps your existing database/forms fields to create a new single, central, unified database of all your leads.