Best WordPress CRM Plugins to Improve Sales in 2023

March 5, 2023

Customer relationship management (CRM) plugins help businesses improve engagement with website owners. In addition to this, they can help you collect and manage customer information and use that information to improve sales.

In this article, we’ll share some of the best WordPress CRM plugins in 2023 and explain how they can help you improve sales.

Let’s put everything into context before we begin.

What is a CRM plugin?

WordPress is the most popular content management system (CMS). It’s used by 63.4% of websites. Although it’s an incredibly powerful CMS that packs a lot of features, it doesn’t come built-in with essential CRM functionality.

In simple words, a CRM plugin helps businesses understand their customers and engage with them throughout the customer lifecycle. This involves collecting customer data and analyzing it to make informed business decisions.

Nearly all businesses need a CRM at some point. The benefit of using a WordPress CRM plugin is that it integrates with your website. This means you can collect customer information, manage it, and analyze data without having to leave the WordPress back end.

Some of the most important features to look for in a CRM tool include:

  • User-friendliness. The plugin should be easy to set up and use.
  • Activity tracking. Enables activity tracking for prospective customers and existing customers.
  • Contact profiles. Lets you build detailed contact profiles that let you view the customer’s history with your brand at a glance.
  • It’s important to use a CRM tool that integrates seamlessly with all the tools you need to run your business.

Best WordPress CRM plugins in 2023

Most WordPress CRM features come with the basic features you’ll need to manage customer data. In this section, we’ll round up some of the best WordPress CRM plugins for businesses in 2023 and highlight their standout features.

#1: Jetpack CRM

Jetpack CRM is a robust, white-label customer relationship management tool for WordPress business owners. It’s modular which means you can customize it to suit your needs. For example, you can enable the features you need without having to worry about feature bloat.

Key features:

  • Contact segmentation tools help you effectively manage customers and clients.
  • Automate different CRM processes using rule-based triggers and actions.
  • Write and send proposals and quotes from within the CRM.
  • Create custom fields for your contacts and upload files and attach them to clients.
  • 30+ CRM features that you can enable as you wish.

Price: Starting from $11 per month (billed yearly) for the Freelancer plan. Only the Entrepreneur and Reseller plans come with the complete set of CRM extensions.

#2: Groundhogg

Groundhogg is a WordPress CRM plugin that’s aimed at serious agencies and small businesses. It lets you do everything from creating high-converting funnels to email campaigns. In addition to this, the plugin integrates with 25+ plugins and services including LifterLMS, LearnDash, BuddyBoss, and WooCommerce.

Key features:

  • Send personalized and targeted emails to your list in a few steps.
  • Create simple or complex marketing and sales funnels to nurture leads.
  • Collect customer information through forms and manage contacts in the CRM.
  • The activity tracking feature helps you better understand the customer journey.
  • Generated detailed reports about your email, funnel, and contact activity.

Price: Starting from $20 per month (billed yearly) for the Basic plan. This includes the essential CRM features only. 14-day demo available.

#3: WP ERP

The WP ERP plugin is designed for small to medium-sized businesses. It packs HR manager, CRM, and accounting tools as well as over 20 extensions and a project management tool.

Key features:

  • Use filters to segment customers and clients in any way you want.
  • Schedule meetings and send emails to customers from within WordPress.
  • Create customer groups for more focused assistance from your team.
  • Build relationships with companies with the company profiles feature.

Price: Pricing is based on the number of users and the extensions you need. The WP ERP Pro plan (with 9 premium extensions) will set you back $9.99 per month (billed annually).

#4: HubSpot CRM

HubSpot CRM

The HubSpot WordPress plugin lets business owners capture, organize, and engage with their customers from their WordPress site’s back end. It comes with a wide range of features including forms, live chat, contact management, email marketing, and analytics.

Key features:

  • HubSpot CRM automatically syncs with the website forms you’re using on your WordPress site to help you collect customer information.
  • Update each contact with a unified timeline of the contact’s page views, live chat, and form submissions for easier management.
  • Create emails using a drag-and-drop email builder.
  • Add live chat to your website to engage with users 24/7 and automate the lead capture process.

Price: Freemium pricing model. Paid plans start at $18 per month (billed annually) for 1,000 marketing contacts.

#5: Autonami CRM

 Autonami CRM

Autonami’s FunnelKit Automations CRM is a CRM built specifically for WooCommerce stores. It lets you manage customer relationships using essential CRM features like contact segmentation, tagging, and broadcasts – all from within the WordPress dashboard.

Key features:

  • Create detailed customer profiles, view their lifetime spend, items purchased, number of orders, average order value, and much more.
  • Segment contacts and send relevant emails to the right contacts to improve your open and click rates.
  • Add custom fields to contact profiles and use pre-set fields such as first ordered date, average order value, and upsells accepted.
  • Create automated workflows to engage with customers.

Price: Starting from $129.50 per year.

#6: WP Fusion

WP Fusion

WP Fusion is a no-code CRM for WordPress that lets you integrate your website with all kinds of tools and services. For example, you can integrate your WordPress site with CRM tools like HubSpot, Keap, Groundhogg, Zoho, WP ERP, and others.

Key features:

  • Integrate your website with only the tools and services you need.
  • Email customers based on their purchase history.
  • Collect customer data to build detailed contact profiles.
  • View CRM data from within the WordPress dashboard.

Price: Starts at $247 per year with access to over 50 supported CRMs.

#7: UpiCRMUpiCRM

UpiCRM is a lead management solution for WordPress sites that also packs CRM features. It’s a free CRM plugin for WordPress that is perfect for startups. The plugin makes it easy to export all of your data into another CRM when your business grows.

Key features:

  • Create contact forms and start collecting leads.
  • Works with popular contact form plugins for WordPress including Contact Form 7 and Gravity Forms.
  • Track traffic sources for leads with custom UTM parameters.
  • Powerful reports and analytics to better understand your customers.

Price: Free

#8: Bitrix24 CRM

Bitrix24 CRM

Bitrix 24 is a free CRM tool for WordPress sites. You can create a lead generation form on your website to capture contacts and store them directly in the WordPress database.

Key features:

  • Organize customers and clients using custom attributes and categories.
  • Track the progress of prospective customers.
  • Marketing automation features let you create and schedule emails to send to customers.
  • Visualize sales activity and move leads through the sales funnel.

Price: Free

#9: Zoho CRM

Zoho CRM

Zoho CRM is an end-to-end, fully customizable CRM solution for WordPress sites. You can use it to integrate your website with popular form plugins like Contact Form 7 and Gravity Forms.

Key features:

  • Engage with customers across multiple channels at each stage of the customer lifecycle.
  • Unify your marketing, sales, and support teams.
  • Built-in AI assistant helps you predict business trends, identify the best time to contact customers, sentiment analysis, and much more.
  • Automate various marketing processes.

Price: Starting from $57 per user per month (billed annually). 30-day free trial available.

#10: vcita CRM & Lead Management

vcita CRM & Lead Management

vcita is online client management software for small businesses. It helps you manage all of your contacts from a centralized place. The best part is that it comes with a user-friendly mobile app which means you can run your business on the go.

Key features:

  • Store, manage, and label contacts from a centralized online hub.
  • View your client’s entire history with your business including appointments, payments, invoices, conversations, and documents.
  • Built-in client portal that lets clients make appointments, pay invoices, share documents, and much more.
  • Launch marketing campaigns to build better customer relationships.

Price: Starting at $19 per month (billed annually) for 1 user.

Frequently Asked Questions

Q: What are WordPress CRM plugins?

A: WordPress CRM plugins are software add-ons that provide customer relationship management (CRM) tools and features within a WordPress website. They allow users to manage customer data, track leads, and streamline communication and sales processes.

Q: What are the benefits of using a WordPress CRM plugin?

A: Using a WordPress CRM plugin can help users manage sales and marketing efforts within their WordPress website. It can provide a centralized contact list, automate processes, and improve communication with customers, leading to more efficient and effective sales.

Q: What should I look for in a WordPress CRM plugin?

A: When selecting a WordPress CRM plugin, it is important to consider its compatibility with your website and other plugins, its features (such as lead tracking and sales automation), its ease of use, and its cost, whether it offers a free version or requires payment.

Q: What are some of the most popular WordPress CRM plugins on the market?

A: Some of the most popular WordPress CRM plugins include HubSpot, WP-CRM System, Salesforce, Zero BS CRM, and Groundhogg.

Q: What are the 9 best WordPress CRM plugins for 2023?

A: The 9 best WordPress CRM plugins for 2023 are HubSpot, WP-CRM System, Salesforce, Zero BS CRM, Groundhogg, FluentCRM, Jetpack CRM, SuiteCRM, and Agile CRM.

Q: Which is the best WordPress CRM plugin?

A: The best WordPress CRM plugin for a user will depend on their specific needs and preferences. Some popular options include HubSpot, WP-CRM System, and Zero BS CRM.

Q: What are the 5 best WordPress CRM plugins for small businesses?

A: The 5 best WordPress CRM plugins for small businesses are Zero BS CRM, WP-CRM System, FluentCRM, Jetpack CRM, and Groundhogg.

Q: Is there a free WordPress CRM plugin available?

A: Yes, there are free WordPress CRM plugins available, such as HubSpot and WP-CRM System. However, they may come with limitations in terms of features and capabilities.

Q: What is a good CRM plugin that works well with WordPress?

A: There are several good CRM plugins that work well with WordPress, including HubSpot, WP-CRM System, and Zero BS CRM. These plugins are designed specifically to integrate and work within a WordPress website.

Q: What is the difference between a CRM system and a CRM plugin?

A: A CRM system is a separate software program or service that provides comprehensive customer relationship management tools, while a CRM plugin is a software add-on that provides CRM features within a WordPress website. A CRM system may offer more advanced and robust features, while a CRM plugin may be more limited in functionality.

Conclusion

With one of these best WordPress CRM plugins, you’ll be able to better manage customer relationships and improve sales. When choosing the CRM plugin for your website, it’s important to consider the features you need, technical expertise, and budget.

To recap:

  • If you’re looking for a modular CRM plugin, we recommend going with Jetpack CRM or WP Fusion. Both plugins let you enable modules or services based on your specific needs.
  • However, if you’re looking for a feature-rich CRM plugin for your small to medium-sized business then WP ERP, HubSpot CRM, and Zoho CRM are excellent options worth considering.
  • And if you’re looking for a simple CRM with an easy-to-use dashboard, we recommend checking out Groundhogg or vcita.

We shared some of the best WordPress CRM tools to help you improve sales in 2023. Hopefully, you’re in a good position now to take the next steps.

What are the features you’re looking for in a WordPress CRM plugin? Let us know in the comments section below.

 

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