Every business wants to improve its sales and provide better service to its clients. And, to achieve this, every organization needs a system that helps them to manage it. Almost every enterprise uses and relies upon CRM to manage the details regarding sales and customer information.
Let’s understand what is CRM?
WordPress CRM Plugins: Brief Introduction
CRM expands for “Customer Relationship Management,” it’s a tool that allows companies to manage vital information regarding sales and customers. Furthermore, it provides crucial insights about a company’s business history with the customers they attained.
Today, there are various systems, tools, and third party platforms available on the market that companies use to manage information. Similarly, there are different WordPress CRM plugins that you can integrate into your WordPress site to make things simpler.
These WordPress CRM plugins help you manage leads and the contacts of your customers to increase sales. So, If you are looking for WordPress CRM plugins, then this article may prove helpful.
Here are some of the best and noteworthy WordPress plugins that you can try integrating into your WordPress website. The order of these WordPress CRM plugins are in no specific order of importance. It’s a random list of all the best plugins, and depends on you to consider the one that’s best for your business.
So, let’s check out the top WordPress CRM plugins for your websites:
UkuuPeople is the most effective yet easy WordPress CRM system that you can integrate into your site. This plugin helps you manage the contacts of your crucial leads in a master list.
You can then segment your lead contacts into different groups and tribes (groups) and begin interactions with them using touchpoints. Apart from this, you can also add team members, hand over tasks, and schedule meetings right from your WordPress website dashboard.
With the aid of this fantastic plugin, you will be able to store contacts in your WordPress user database. You can directory add contacts through your lead generation form of your website, or you can also do it manually.
WP-CRM comes with easy to use front-end forms that you can add to your pages without any problem. Further, it enables you to not only edit forms but also manage contacts within your WordPress admin. Further, you can also categorize your contacts by different contact type so that you could keep track of every interaction. The powerful filtering feature of this plugin helps you to sort your clients by custom attributes.
It comes for free and you to make it more functional with paid add-ons.
WP-CRM system is a full-fledged CRM that you can rely on to ease your customer management task. It offers fantastic management of contacts, projects, and tasks right from your WordPress admin area. It provides tremendous support that encourages teamwork, group management, projects handling, and easy task management.
Further, it offers easy integration with contact form plugins like Slack, and Zendesk.
UpiCRM is a fantastic, free, and a standalone WordPress CRM plugin. This plugin works with your WordPress contact form plugins and allows you to manage and capture leads within your WordPress website.
To perform different activities like lead assigning and mail sending you can rely on this plugin. Additionally, it works with Google Analytics to provide you detailed insight about the user activity on your website.
WordPress-to-lead for Salesforce CRM
WordPress-to-lead for Salesforce CRM plugin is one of the most popular CRM that is used by small, mid, and large size organizations. It is a powerful and full-fledged plugin with great UI and robust functionality.
One of the biggest advantages of using this CRM is it store can everything in the cloud, so accessing your crucial data from any location and device will not be an issue. Besides this, it collects leads through your WordPress forms and feeds those critical data directly into your Salesforce account. So, there is no need to manually copy and paste information.
However, you need to use two tools for CRM, but it’s still be great to save and manage your vital customer information directly in WordPress.
We all know how leads are crucial for business. For an effective lead generation, you can rely on WordPress Leads plugin. It is a standalone plugin that you can integrate into your WordPress site.
It provides a powerful feature like visitor tracking that allows you to track the every activity of your visitors once they land on your pages.
Follow this WordPress Leads link to get more information.
This plugin enables your users and visitors to contact you through the contact form that you can put anywhere on your site. Additionally, it stores all the captured data through contact forms into your WordPress database.
Later on, you will be able to check each entry to see the number of customers who contacted you.
Click here at WPForms to explore more about this plugin.
Presspoint, formerly known as PauPress, is a feature-rich powerful CRM plugin that allows you to think and do more than capturing and storing customer data. It comes with features like e-commerce, e-mail marketing, and more.
This plugin enables complex queries and reports. With the help of reports, you will be able to perform bulk actions like editing or mailing.
The free version of this plugin has everything that a business needs to start building a customer database. Furthermore, if you opt for the premium version, you will be able to take advantage of extra features.
This plugin will let you control user profiles, email campaigns, sales opportunities, content restrictions, and a lot more.
To get complete information about this plugin, click here.
WooCommerce Customer Relationship Manager
This plugin is available through code canyon as it is brought to you by an independent author, not WooThemes. It syncs with the most popular eCommerce solution WooCommerce for your WordPress website.
It provides features like logged calls, emails, customer filtering, their status, groups, and a lot more.
You can get the full information by following this link.
CRM & Lead Management for WordPress by vCita
vCita CRM & Leads for WordPress offers the most effective ways to manage details related to leads and customer relationships. This plugin lets you do more than capturing and storing customer’s data.
It is commendable if you successfully achieve your defined goals by closing the deals with your clients. But, the real difficulty for companies is to keep moving at a constant pace to stay ahead of the competition.
This plugin helps businesses to generate new sales opportunities, provide crucial insight, and track vital information regarding user interactions. Some of the fantastic features of this plugin are automated clients communication, notification, and reminders which help you reduce your workload and save precious time.
In addition to it, with vCita LiveSite, this plugin encourage your visitors to trigger action on your site, send messages, schedule appointments, and a lot more.
It is a free plugin and for more information, you can follow this link.
Any business runs on revenue, and you can generate profit through sales. For this, you must try plugins to make your sales process more impactful than ever. The plugins mentioned above can yield outstanding business results. Therefore, choose the most relevant one that takes care of all your requirements.
Abhyudaya Tripathi is a digital marketing expert with over 8 years of experience. Presently he is an Associate Director at ResultFirst – Digital Marketing Company. He is extremely passionate about about digital marketing.