“If you don’t take care of your customer, your competitor will.”
This famous saying by Bob Hooey hits right where it should. After all, customers are the most crucial part of your business. Aren’t they?
Hence, managing customer relationships efficiently is fundamental for the success of your online business.
Now, running an online business using WordPress means you have a ton of features at your disposal. However, WordPress does not include a built-in CRM functionality. But the beauty of WordPress is that you can extend its functionality using WordPress plugins and third-party apps.
That’s why WordPress Customer Relationship Management (CRM) tools/plugins have become indispensable in helping businesses streamline their interactions with clients, enhance customer satisfaction, and boost revenue.
With a plethora of WordPress CRM plugins available, choosing the right one can be overwhelming.
But not anymore, because we have done the groundwork for you.
We’ve curated a list of the top 10 WordPress CRM plugins/platforms that can help improve your customer relationships and CLVs.
But before we take a look at which CRM tools to consider in 2023, let’s learn a bit more about what Customer Relationship Management (CRM) software is and what makes a really good WordPress CRM.
What is a CRM?
A CRM (Customer Relationship Management) system is a software tool that helps businesses manage their customer relationships. It can be used to track leads, nurture prospects, manage sales opportunities, and provide customer support.
Source: Canva
There are a number of benefits to using a CRM system for a WordPress-based online business website, including:
- Improved customer service: A CRM system can help you improve customer service by providing you with a central repository for all of your customer data and communication history. This makes it easier for you to resolve customer issues quickly and efficiently.
- Increased sales: A CRM system can help you increase sales by helping you track and nurture your leads, manage your sales pipeline, and close more deals.
- Improved marketing: A CRM system can help you improve your marketing by providing you with insights into your customer behavior and preferences. This information can be used to create more targeted and effective marketing campaigns.
- Increased productivity: A CRM system can help you increase productivity by automating many of the tasks involved in sales and marketing. This can free up your time to focus on more important tasks.
If you are serious about growing your WordPress-based online business, then I highly recommend using a CRM system.
How to choose a WordPress CRM plugin?
When selecting a WordPress CRM tool for your business, there are several crucial factors to consider.
- First and foremost, compatibility and ease of integration with your WordPress website should be a top priority. A seamless WordPress CRM integration ensures smooth data flow and reduces the need for manual data entry.
- Next, evaluate the CRM’s features to ensure they align with your specific needs, such as lead management, contact tracking, and sales automation.
- Scalability is also essential, as your business may grow over time, and the CRM should be customizable to be able to accommodate your evolving requirements.
- Furthermore, consider user-friendliness, the availability of customer support, and training resources to facilitate the onboarding process for your team.
- Lastly, pricing and affordability are vital factors to weigh against your budget constraints. By thoroughly assessing these aspects, you can make an informed decision and choose the WordPress CRM tool that best fits your business’s needs and goals.
Now that we know what to look for while searching for a CRM for your WordPress business, let’s quickly take a look at the top 10 WordPress CRM plugins.
10 Best WordPress CRM Plugins
1. HubSpot CRM
Overview:-
I cannot start this list without talking about HubSpot!
With over 113,925 downloads, HubSpot CRM is one of the most popular and probably one of the easiest Customer Relationship Management (CRM) platforms to use. It is a user-friendly, versatile CRM platform that is well-suited for WordPress users looking to streamline their customer management, marketing, and sales processes.
Hubspot features:-
Its key features include Contact Management, Marketing Automation, Sales Pipeline Management, and Customer Support like live chats and ticketing as well as in-depth reporting and analytics tools to track and analyze sales activity in real-time.
The Hubspot CRM integrates seamlessly with WordPress sites, offers valuable training and support resources, and provides options for businesses of all sizes including individuals, small teams, SMBs, and enterprises with pricing options to fit various budgets. It’s an excellent choice for WordPress users seeking to enhance their online presence and customer engagement.
Who is it for?
Hubspot CRM is ideal for small to mid-size businesses. It’s mostly used by companies with 10-50 employees but is also popular among mid-sized businesses.
Price:
Free version – available
Premium version – starts at 18/mo for individuals and 3600/mo for enterprises. To learn more about their pricing, click here.
2. Salesforce CRM
Overview:-
The iPhone of CRMs, Salesforce is a cloud-based customer relationship management (CRM) renowned for its advanced and extensive CRM capabilities. With over 150,000 companies using it at a global scale, Salesforce is one of the most popular CRMs on the market.
Salesforce features:-
Salesforce’s wide range of features includes sales management features, encompassing lead allocation, lead evaluation, collaborative sales predictions, automation of sales interactions, workflow streamlining, and contact administration.
Salesforce is compatible with WordPress through various integration options or using connectors like Zapier. You can explore them here. However, If you have more complex needs for your CMS and Salesforce CRM integration, you can consider custom API development.
Talking about usability, Salesforce is somewhat difficult to use. Hence, it is ideal for WordPress users who require a powerful CRM and are okay with a bit of a learning curve. to manage customer relationships, sales, and marketing activities.
Who is it for?
Salesforce CRM is fit for businesses of all sizes. It’s particularly beneficial for businesses looking to scale and those with complex CRM needs.
Price:
- Free version – not available. You can try it for free for up to 30 days.
- Premium version – starting at 25/mo
3. ClickUp
Overview:-
Used by renowned companies including the likes of IBM, Spotify, Logitech, and Netflix, Click Up is a versatile customer relationship management (CRM) software that feels very intuitive to use.
Clickup features:-
With its user-friendly interface and customizable workflows, ClickUp CRM allows users to efficiently manage contacts, leads, and customer interactions as well as visualize pipelines and all customer data easily in one place. And just like other CRMs, it also integrates with all your favorite third-party tools.
ClickUp provides comprehensive customer support, including chat support, email support, and an extensive knowledge base.
You can easily integrate it with WordPress using a connector like Zapier or Integrately. If this doesn’t work out, you can always get a custom API developed for your WordPress site.
Who is it for?
ClickUp CRM is ideal for WordPress users in various industries, including e-commerce, marketing agencies, and service-based businesses. It’s versatile enough to adapt to different business models and scales.
Price:-
- Free version – available
- Premium version – starting at $5 per user per month.
4. Zoho CRM
Overview:-
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses track and manage their customer interactions throughout the sales pipeline.
Zoho features:-
Trusted by 250,000 businesses worldwide including the likes of Bose, Hotstar, OLA, and made right here in India, ZOHO is one of the most famous CRM platforms in the world. The CRM offers an impressive suite of features including Lead and Contact Management, Sales Automation, Email Marketing, Workflow Automation, as well as Deep Analytics to dive into customer journeys. It’s fully customizable and offers integration with 800+ apps.
With a modern UI, ZOHO CRM is intuitive and easy to navigate, making it suitable for users of all skill levels. It provides ample customer support options, including phone, email, and chat support, as well as a knowledge base and community forums.
Who is it for?
Additionally, Zoho CRM can be integrated with WordPress sites through plugins and APIs, making it suitable for businesses of all sizes and industries. Even though ZOHO is used by a lot of large enterprises, it’s perfect for startups as well as small businesses using WordPress with 1-10 employees.
Price:-
- Free version – not available
- Premium version – starts at $14 per user per month
5. GroundHogg CRM for WordPress
Overview:-
Build specifically for WordPress users, next in the list of best WordPress CRM plugins is GroundHogg CRM. It is a comprehensive plugin that can help small businesses effectively manage their customer relationships and marketing efforts directly within the WordPress ecosystem.
GroundHogg features:-
GroundHogg can help you stay on the top of your customer’s mind every day by allowing you to send personalized emails or broadcast emails to the entire list, create sales funnels, easily manage contacts, and view tracking and reports, among other things.
GroundHogg provides a user-friendly CRM dashboard that offers insights into your contacts, email performance, and sales pipeline, allowing you to make data-driven decisions. It seamlessly integrates with WordPress and supports various third-party integrations, ensuring compatibility with popular WordPress plugins and tools.
It also provides customer support and training resources, including documentation and tutorials, to help users get the most out of the CRM.
Who is it for?
GroundHogg is a great CRM solution for small businesses that need a powerful but affordable CRM system.
Pricing:-
- Free version – available
6. Freshsales CRM by Freshworks
Overview::-
Next on the list of CRMs for WordPress is Freshsales.
Trusted by over 60,000+ businesses worldwide including the likes of Pearson, Bridgestone, and Waterstones, etc, Freshsales is a powerful cloud-based sales CRM tool designed to help you enhance your marketing efforts and sell smartly.
Freshsales features:-
This CRM platform offers a wide range of features like Sales Automation, Pipeline Management, Workflow Automation, AI-powered Contact Scoring, Reporting, Deal Insights, and Sales Forecasting, among other things.
Freshsales offers an intuitive and user-friendly interface, making it accessible to both beginners and experienced CRM users. Like other CRMs in this list, Freshsales is also fully customizable and integrates easily with third-party applications.
Freshsales is a cloud-based CRM software that helps businesses of all sizes manage their sales pipeline, track customer interactions, and close more deals. Freshsales CRM can be integrated with WordPress sites through plugins and APIs. This compatibility enables seamless data synchronization between your CRM and website. If you get stuck at any step, it offers customer support through various channels, including email, chat, and phone support, making it easy to get assistance when needed.
Who is it for?
Freshsales is a good fit for businesses of all sizes, but it is especially well-suited for small and medium-sized businesses (SMBs). SMBs often don’t have the resources to invest in enterprise-level CRM software, but they still need a powerful and affordable CRM solution. Freshsales offers a wide range of features at a competitive price, making it a good option for SMBs.
Pricing:-
- Free version – available
- Premium version – $999/user/mo, billed annually.
7. Agile CRM
Overview:-
The choice of Fortune 500s and also trusted by over 15,000+ companies worldwide, Agile CRM is an all-in-one CRM solution helping you with sales enablement, marketing automation, and customer service, among other things.
Freshsales features:-
Agile CRM is simple to use, fast, and mobile-friendly. It has a ton of features and covering all would be beyond the scope of this article but its key features include sales automation, marketing automation, as well as customer service automation. It also easily integrates with over 500+ apps.
The Agile CRM platform integrates seamlessly with a wide range of CMSs including Jumla, Drupal as well and WordPress.
Agile CRM provides customer support, including email and chat, to assist users with any questions or issues. Additionally, it offers an extensive knowledge base including blogs and how-to guides to help customers help themselves.
Agile CRM is also highly customizable, so you can tailor it to the specific needs of your business.
Who is it for?
Agile CRM’s all-in-one approach is ideal for small to mid-sized businesses.
Pricing:-
- Free version – available
- Premium version – starts at $14.99/mo
8. Insightly
Overview:-
Rated among the best CRMs and trusted by some of the popular names in the industry like Bloomberg, and Bosch, Insightly is a Modern CRM platform that helps in automating marketing workflows, sales operations as well as customer service.
Insightly features:-
Its list of features includes Project Management, Task & Email Management, Sales and Opportunity Management, and Reporting and Analytics, among other things.
Insightly offers an intuitive user interface that is easy to navigate, making it suitable for WordPress users of all skill levels. It’s fully scalable and also offers integration with popular plugins and 100+ third-party apps that you can use with the WordPress site.
Which integration method you choose will depend on your specific needs and requirements. If you are looking for a simple and easy-to-use integration, you can integrate Insightly with your WordPress site using connectors like Zapier or Appconnect.
Additionally, Insightly provides customer support through email, chat, and phone. They also offer online resources such as webinars, guides, and a knowledge base to help users get started and make the most of the platform.
Who is it for?
The majority of companies using Insightly are small businesses with <50 employees
Pricing:-
- Free version – available
- Premium version – starts at $29/mo
9. Nutshell CRM
Overview:-
Nutshell is a versatile Customer Relationship Management (CRM) platform that can be a valuable tool for WordPress users looking to streamline their sales and customer management processes. It’s an all-in-one CRM and email marketing platform that provides robust tools to manage customer relationships, sales pipelines, emails, and much more.
Nutshell features:-
In a Nutshell (pun intended) you get features like intuitive sales automation, intelligent reporting, efficient email marketing features, built-in forms, simplified contact management, and pipeline managemnt among other things.
Nutshell’s intuitive interface makes it suitable for users of all skill levels, including those who may not be tech-savvy. Also, Nutshell offers customer support and training resources, including tutorials and webinars, to help you get the most out of the platform.
Besides offering integration with thousands of third-party apps and plugins it’s also customizable and can be tailored to meet your specific needs.
It can be easily integrated with external CMS platforms, WordPress being one of them. You can set it up using Zapier or contact our team for assistance.
Who is it for?
It is a lightweight and easy-to-use CRM that is ideal for small businesses and startups.
Price:-
- Free version – not available
- Premium version – starting $16/user/mo
10. Bitrix24 CRM
Overview:-
And it’s down to our final candidate – Bitrix24 CRM.
With over 12 million users worldwide, Bitrix 24 is a one-step CRM platform providing businesses with complete control over their sales process. From lead acquisition to customer service, Bitrix24 can help you effortlessly manage contacts and transactions, automate workflows, and close more deals.
Bitrix24 features:-
It offers many useful features like CRM & lead management, Omnichannel marketing, Project & team management, Client service & communication, Collaboration, and integration with the rest of the Bitrix 24 tools and dozens of third-party software.
itrix24 offers an intuitive interface, but users might require some time to learn its full capabilities, especially if they’re new to CRM systems. It does provide customer support, including documentation, FAQs, and a community forum. However, the level of support may vary depending on your subscription plan.
Bitrix24 is compatible with WordPress, and integrating it with your site is relatively straightforward. It offers plugins and APIs for seamless integration.
Who is it for?
Bitrix24 is ideal for WordPress users in businesses that require robust CRM functionalities, such as sales teams, marketing professionals, and customer service departments. It suits a variety of WordPress sites, from small businesses to larger enterprises.
Pricing:-
- Free version:- available
- Premium version:- starting at Rs. 1,990/mo, for up to 5 users
Ready to Integrate your site with your favorite WordPress CRM Plugin?
Choosing the right CRM tool for your WordPress business directly impacts your efficiency and profitability. These 10 CRM tools offer a range of features and integrations that can supercharge your WordPress business operations.
Whether you’re a small startup or a large enterprise, there’s a CRM solution on this list that can help you.
If you want a user-friendly as well as budget-friendly CRM, you can go for something like HubSpot, ClickUp, or even GroundHogg.
But if you need a more robust CRM with sophisticated tools to handle complex tasks and are okay with a bit of a learning curve as well as a higher price tag, then you can go with Salesforce or Bitrix24.
Now if you were reading attentively (which I hope you were), you may have noticed that there are usually 3 ways to connect the CRM of your choice with your WordPress site.
- The easiest and fastest way is to use the official WordPress plugin of the CRM if that’s available.
- Use workflow automation tools to move data between systems such as Zapier or WPforms. Both of these plugins are codeless and easy-to-use solutions to integrate your WordPress site with the services you need to use daily including the CRM of your choice.
- Via complete custom integration using APIs if you want more flexibility than automation tools have to offer.
Which integration method you choose will depend on your specific needs and technical expertise.
If you’re someone who knows their way around installing a WordPress plugin, reading plugin documentation, and ensuring all the prerequisites are in place, you can easily integrate the CRM of your choice with your WordPress site using the official WordPress integration or via connectors like Zapier and WPforms.
But if you want more flexibility, security, and personalized interaction between your WordPress site and the CRM or are simply not able to find a readymade solution, you can contact us for assistance.
Don’t worry, we’ll explain everything to you.
All you need to do is Contact Us and our WordPress API Experts will get back to you!
Want to more details now?
See you next time! 😉
Interesting Read: Integrating LearnDash with Neon CRM for a Non-Profit Medicine Institute
