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:
Best WP CRM Plugins
- Jetpack CRM
- WP-CRM System
- WP ERP
- WordPress-to-lead for Salesforce CRM
- Bitrix24 CRM
- Presspoint CRM
- WooCommerce Customer Relationship Manager
- CRM & Lead Management for WordPress by vCita
Jetpack CRM, formerly known as Zero BS WordPress CRM, is a free plugin that provides tons of features that are straightforward and easy to use. You can take advantage of the Client Portal, which allows you to quickly overview client invoices, transactions, files, etc.
What’s more, you get a lead generation tool, a billing system, which can be connected to Jetpack CRM, and an invoice plugin for both WordPress, and WooCommerce.
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.
WP ERP is the self-proclaimed “complete WordPress business manager”. It offers three main core modules:
- CR System
- HR Management
- Accounting System
Ultimately, this gives you the possibility to manage both your WordPress website, and your entire business through a single platform, which is rather convenient, especially for larger websites.
The plugin is user-friendly, easy to install and start using, and it comes with a free version, which offers all the basic functions you’ll need. Of course, there are also some premium functions and extensions you could use.
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 a great way to save and manage your vital customer information directly on WordPress.
Bitrix24 CRM is a free WordPress CRM and an all-in-one sales and marketing solution. Technically, it is more of an integration than a plugin, with the goal of providing WordPress users with an easy-to-use tool with multiple features.
For example, you can connect your WooCommerce and WordPress site to Bitrix24, in order to import all eCommerce orders in one place and manage them more easily.
This plugin enables your users and visitors to reach 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 eCommerce, 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 Woo Themes. 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 client communication, notification, and reminders which help you reduce your workload and save precious time.
In addition to it, with vCita LiveSite, this plugin encourages 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 digital marketing.