The Greatest CRM Plugins for WordPress

Are you trying to find one of the best CRM plugins for WordPress? 

An important device for any rising enterprise, buyer relationship administration software program will help you monitor and handle shoppers and prospects, in addition to establish underperforming shopper segments so you possibly can flip them into progress alternatives. 

contact checklist is useful when getting a enterprise began, however in the end, most enterprise house owners will discover that they need assistance managing an ever-growing checklist of contacts. 

That’s the place a CRM will help!

The WordPress plugin market is filled with useful CRM choices, which makes it troublesome to know what to search for and make the best alternative.

That’s why we’ve put collectively an inventory of 15 of one of the best CRM plugins for WordPress. 

  • WP ERP
  • HubSpot
  • Groundhogg
  • UpiCRM
  • WP-CRM
  • Jetpack CRM
  • Sensible Internet to Lead for Salesforce
  • UkuuPeople
  • Ninja Varieties Contact Kind
  • WP-Fusion-Lite
  • WordPress CRM Plugin
  • Contact Kind 7 Zoho
  • CRM and Lead Administration by vCita
  • HubSpot for WooCommerce
  • Sprout Purchasers – CRM and Lead-Administration
  • Last Ideas on Greatest CRM Plugins for WordPress

Plugins are listed in no specific order. 

WP ERP

WP ERP is among the finest CRM plugins for WordPress.

it boasts a 4.5-star ranking with greater than 10,000 energetic installations, and it’s not arduous to see why.  The ERP in its identify stands for “Enterprise Useful resource Planning.” What meaning for customers is a single platform to handle each their enterprise and their WordPress web site. 

WP ERP is a beginner-friendly 3-in-1 enterprise administration resolution plugin for WordPress that mixes three core modules: CRM, HR and accounting.

All three modules can be found within the free model.

The HR and accounting modules alone make this plugin price testing, however WP ERP’s CRM module may function a standalone CRM plugin by itself. 

Customers are in a position to create contact teams, make notes for every buyer, and assign life phases to contacts to prioritize service. 

Inside WP ERP you possibly can create firm profiles, schedule conferences and calls immediately, and assign contacts and duties to the best brokers in your group. 

All buyer communications are tracked in an exercise log, and there’s additionally a CRM exercise report that gives insights reminiscent of buyer and enterprise progress.

Plus, WP ERP is so beginner-friendly it may be put in with a single click on. 

On the time of this evaluate, WP ERP model 1.6.6 was examined as much as WordPress 5.5.1 and is up to date each 1-3 months.

HubSpot 

It’s arduous to speak about one of the best CRM plugins for WordPress with out speaking about HubSpot.

HubSpot is a CRM, e mail advertising, stay chat, and varieties and analytics plugin all rolled into one highly effective device.

The mixed options of this plugin have earned HubSpot a 4.5-star ranking with greater than 100,000 energetic installs, however its CRM and make contact with administration platform is price singling out. 

The HubSpot CRM takes care of the heavy lifting relating to managing your contacts. It incorporates a built-in kind builder and mechanically syncs web site varieties, permitting customers to section them into lists and see each interplay contacts have had with their web site. 

HubSpot additionally creates and updates every buyer file with a consolidated timeline of that buyer’s web page views, stay chats, kind submissions and extra. 

Plus, with greater than 300 seamless integrations reminiscent of WooCommerce, ZenDesk and Asana, HubSpot will work with a lot of the instruments you already use. 

On the time of this evaluate, HubSpot model 7.44.6 was examined as much as WordPress 5.5.1 and is up to date each month.

Groundhogg

For those who’re in search of CRM that additionally focuses on e mail funnels and automation, Groundhogg is price trying into.

This plugin permits you customers to gather limitless buyer information that may assist profile subscribers and automate your web site’s buyer journey. With no limits to the quantity of customized fields, Groundhogg customers can acquire as a lot information about prospects as they like. 

This makes it good for these with gigantic buyer lists or a lot of distinctive fields. 

And with its built-in automated funnel builder, Grounghogg allows you to use your contacts to design high-converting buyer journeys, all built-in along with your favourite WordPress instruments. 

One other cool factor about Groundhogg is that it’s 100% self-hosted. That signifies that customers personal all their information from begin to end. 

On the time of this evaluate, Groundhogg model 2.2.19.5 was examined as much as WordPress 5.5.1 and is up to date each month.

UpiCRM

UpiCRM is a jack of all trades relating to creating contact kind databases. And it’s fully free. 

Regardless of which WordPress contact varieties you employ, UpiCRM is designed to centrally handle, monitor, acquire and shield all of your buyer contact data. 

It additionally permits customers to ship and acquire leads from a number of websites on a single UpiCRM server, together with social media websites. 

UpiCRM gives full lifecycle administration for contacts, and permits contacts to be assigned any designated perform of your group reminiscent of advertising, gross sales, and repair suppliers. 

All contacts are straightforward to search out and handle with a clear and easy dashboard.

UpiCRM additionally gives easy-to-read studies and evaluation that permits customers to make data-driven choices about prospects. 

On the time of this evaluate, UpiCRM model 2.2.11.3 was examined as much as WordPress 5.5.1 and is up to date each 1-3 months.

WP-CRM

Slightly than introduce something ground-breaking, WP–CRM builds off lots of the instruments already provided within the WordPress person administration system. 

WP-CRM expands upon fundamental WordPress person features by permitting customers to prepare their contacts utilizing customized attributes, monitoring correspondence, and discovering contacts utilizing filers. 

The WP management panel gives a centralized platform to trace and handle all prospects, distributors, companions, associates and extra. 

The group of WP-CRM is easy and simple, and including new contacts is as straightforward as a couple of clicks. 

WP-CRM additionally provides customers dynamic charts that characterize buyer attributes and quantifiable information. 

You possibly can even arrange notifications with none prior coding data. 

On the time of this evaluate, WP-CRM model 1.2.0 was examined as much as WordPress 5.4.2 and was final up to date 4 months in the past.

Jetpack CRM

Previously the Zero BS WordPress CRM plugin, the Jetpack CRM plugin is among the hottest CRMs in the marketplace.

It claims to be the “easiest and quickest” CRM obtainable, and works for eCommerce websites, businesses and freelancers, start-up and nonprofits, in addition to native and small companies.

For those who’re accustomed to WordPress, Jetpack CRM will be put in in a matter of seconds. And arrange in underneath 5 minutes.

Customers are in a position to handle prospects, add customized fields and supply front-end lead varieties, in addition to deal with invoicing for purchasers, all with a user-friendly interface.

Whether or not you need to add a brand new contact, create a quote for a buyer, or course of an bill, it’s straightforward to do with Jetpack CRM. 

Like most plugins on this web page, Jetpack CRM is free however has loads of extra extensions obtainable in its paid model.

On the time of this evaluate, Jetpack CRM model 4.0.3 was examined as much as WordPress 5.4.2 and is up to date each 1-2 months.

Sensible Internet-to-Lead for Salesforce was designed to supply seamless integration between your WordPress web site and your Salesforce CRM account. Merely enter a contact kind in your web site, and the lead is logged immediately into Salesforce CRM. 

Which means you by no means have to fret about copy and pasting information or shedding leads within the transition. 

When you’ve got a Salesforce account, the CRM is free.

This plugin’s totally different settings are absolutely configurable, and shortcode will be utilized to insert varieties into posts or pages, and it even has a built-in widget that enables customers to insert their varieties into the sidebar. 

One other cool factor in regards to the Sensible Internet-to-Lead for Salesforce plugin is that it additionally provides customers a fundamental understanding of how you can use the opposite instruments that Salesforce gives.

On the time of this evaluate, Sensible Internet-to-Lead for Salesforce model 2.7.3.9 was examined as much as WordPress 5.4.2 and was final up to date 4 months in the past.

UkuuPeople

For those who’re in search of a approach to simplify buyer relationship administration, look no additional than UkuuPeople. That was the singular objective for the group behind this plugin, and it’s obvious as soon as you start utilizing it.

UkuuPeople has a user-friendly framework and options 4 easy features: Folks, Add-ons, TouchPoints, and Settings. By maintaining it easy, UkuuPeople focuses on simply CRM requirements. This makes it straightforward to handle contacts, add group members, assign duties to teammates, and schedule conferences all throughout the plugin. 

You can even connect recordsdata to TouchPoint data and share relationships information along with your whole group. 

One of many solely downsides to UkuuPeople is it doesn’t have the perform to create customized lists. If customization is a deal-breaker for you, try a number of the different plugins listed. 

On the time of this evaluate, UkuuPeople model 1.6.3 was examined as much as WordPress 4.9.15 and was final up to date two years in the past.

With greater than 1 million energetic installations and a 4.5-star ranking, Ninja Varieties Contact Kind is among the hottest plugins on the WordPress market. 

Customers find it irresistible for its straightforward to make use of drag-and-drop varieties builder than permits them to make lovely customized varieties with none prior coding expertise, nevertheless it additionally works as a wonderful CRM.

With kind choices like a fully-customizable e mail subscription kind and lead technology varieties, Ninja Varieties permits customers to develop their mailing lists and entice new prospects with ease. 

Don’t need to fear about customized varieties? Ninja Varieties has tons of free templates for contact varieties, registration varieties, utility varieties, and far more. 

Ninja Varieties was constructed with cellular accessibility in thoughts and works nice on all cellular gadgets. 

It additionally integrates fully with many different fashionable WordPress instruments like MailChimp, Zoho CRM and Salesforce CRM.

On the time of this evaluate, Ninja Varieties Contact Kind model 3.4.30 was examined as much as WordPress 5.5.1 and is up to date each month.

WP Fusion Lite

Like a number of of the opposite plugins, WP Fusion Lite syncs your WordPress customers with the main CRMs and advertising automation instruments. 

WP Fusion Lite mechanically creates information contacts in your CRM when customers register inside WordPress, and even syscs person information with customized fields. It additionally provides you the power to use tags to information customers when the register. 

It’s an open supply software program, so customers are in a position so as to add their very own extensions in the event that they know the way to take action. 

All the above options can be found on the free model of WP Fusion, however the paid model additionally gives integrations with a number of fashionable instruments like WooCommerce and Gravity Varieties. 

On the time of this evaluate, WP Fusion Lite model 3.34 was examined as much as WordPress 5.5.1 and is up to date each 1-3 months.

WordPress CRM Plugin

For these trying to find a CRM that enables them to make use of the WordPress interface they’re already accustomed to, this plugin is likely to be for you. 

The WordPress CRM Plugin permits customers to handle prospects, tasks, and duties with ease, all utilizing the WordPress interface they have already got expertise with. 

Handle tasks along with your group, assign particular person duties, monitor advertising initiatives and convert extra of your alternatives with WordPress CRM. 

And there’s no restrict to the variety of contacts you possibly can have in your database. Even with the free model. 

How fast and straightforward is it to create new contacts from current customers in your web site? So simple as one click on. That one click on will pull the identify, e mail deal with, and extra from current customers and add it to the brand new contact kind within the WordPress CRM system. 

All the above options are free, however there are a number of premium extensions obtainable with the paid variations. 

On the time of this evaluate, WordPress CRM Plugin model 3.1.6 was examined as much as WordPress 5.4.2 and is up to date each 1-3 months.

For these in search of an official Zoho CRM WordPress plugin, Contact Kind 7 Zoho stands out as the subsequent smartest thing. 

This plugin sends kind submissions from Contact Kind 7, Contact Varieties Entries Plugin, and a number of other different fashionable contact kind plugins straight to Zoho CRM.

Connecting any contact Kind 7 to your Zoho account is as straightforward as getting into your Zoho API key. You possibly can join a number of Zoho accounts to WordPress. Filters can help you ship all Contact Kind 7 submissions to Zoho CRM or a filtered group. 

Customers can map any Contact Kind 7 fields to any Zoho object fields reminiscent of contacts, account, lead, order, and case. 

One other cool characteristic is that this plugin gives Google Analytics Parameters and Geolocation of the customer who submitted the shape. 

Zoho CRM logs all of your interactions with contacts, so you possibly can simply see what they’ve beforehand mentioned along with your group. And every contact has profiles in each Zoho and WordPress, permitting them to be seen from both platform.

On the time of this evaluate, Contact Kind 7 Zoho model 1.1.4 was examined as much as WordPress 5.5.1 and is up to date each month.

The CRM and Lead Administration by vCita plugin is a strong CRM that goes above and past capturing and storing buyer information. 

This CRM actively works for you by optimizing your WordPress web site and inspiring guests to take motion in your web site. And it’s device-friendly. Guests can add paperwork, schedule an appointment, ship a message, or pay for providers utilizing any system. 

With the CRM and Lead Administration plugin, you’ll be capable to generate information gross sales alternatives, collect insights about new leads, and save time utilizing automated shopper communications, notifications and reminders.

This plugin may also make it easier to seek for, monitor and handle leads and shoppers. 

The CRM and Lead Administration plugin gives e mail and SMS advertising providers too, in addition to invoicing templates and on-line fee assortment choices. 

On the time of this evaluate, CRM and Lead Administration by vCita model 2.6.2 was examined as much as WordPress 5.5.1 and is up to date each month.

HubSpot for WooCommerce

We’ve already coated the HubSpot CRM, however this plugin is a CRM designed particularly for WooCommerce. 

This plugin is highly effective and straightforward to make use of, and it provides customers much more than only a CRM. HubSpot for WooCommerce additionally has instruments for deserted cart monitoring and restoration, e mail advertising, automation, and analytics. 

The mix of a deep toolbox and simplistic design makes it among the finest CRM plugins for WordPress and has earned HubSpot for WooCommerce an ideal 5-star ranking. 

With the plugin, it’s straightforward to handle prospects and buyer orders, monitor and get better prospects’ deserted carts, and create insightful studies to maintain your enterprise rising and on monitor. 

It additionally options built-in promoting campaigns for Fb, Instagram, LinkedIn and Google. 

One other perk of the HubSpot for WooCommerce plugin is that it may be arrange in minutes. All it’s important to do is sync the 2 providers and the CRM will autofill. 

From there, it’s straightforward to section prospects and construct complete buyer profiles. 

On the time of this evaluate, HubSpot for WooCommerce model 1.0.4 was examined as much as WordPress 5.4.2 and is up to date each 1-3 months.

Not like a lot of the different finest CRM plugins for WordPress on this web page, the Sprout Purchasers – CRM and Lead Administration plugin is a slightly new device.

But it surely’s nonetheless price mentioning as a result of it already has 5 stars.

Sprout focuses on nurturing relationships with prospects by eradicating the burden of managing shoppers. 

This plugin gives scheduled messaging so you possibly can write emails now and save them to ship later. Sprout additionally tracks all engagements and hyperlinks them to your shoppers for reference and automation. 

Moreover, Sprout will help with different elements of enterprise, providing seamless integration with sister apps like Sprout Invoices, in addition to future integrations with the Assist Scout Desk. 

On the time of this evaluate, Sprout Purchasers – CRM and Lead Administration model 2.3 was examined as much as WordPress 5.5.1 and is up to date each 1-3 months.

Last Ideas on Greatest CRM Plugins for WordPress

As you possibly can see from the checklist above, there isn’t any scarcity of choices relating to CRM plugins for WordPress.

The 15 coated don’t even start to faucet into the huge quantity of CRM plugins obtainable, however they need to provide you with a superb start line to determine what you want from a CRM plugin. 

Nearly all of those plugins have a free model you can take a look at out earlier than making a dedication, so decide a couple of that you simply like and provides them a attempt. 

At very least, attempting out totally different plugins ought to make it easier to decide what your particular person wants are, which is able to make it easier to zero in on one of the best plugin for your enterprise. 

As soon as you discover the proper CRM plugin for you, managing and monitoring prospects and shoppers can be simpler than ever. 

Lastly, in case you check out totally different CRMs and discover that none work on your particular wants, you might need to Make Your Personal WordPress CRM System.

Supply