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Choosing the Best WordPress CRM Plugin for Your Business — SitePoint


In this article, we’ll delve into how to choose the best WordPress CRM plugin for your business and collate seven great plugin options to get you started.

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Positive customer relationships are the driving force behind business success. In order for your online store to succeed, you must establish strong relationships with both your new leads and your returning customers.

One way to establish positive customer relationships is to introduce a customer relationship management system (CRM) to your sales strategy.

Using CRM software, you can easily collect consumer data, track historical transactions and map demographic behavior. With this at hand, you’ll find it much easier to identify market opportunities and ensure that each customer has a positive experience.

For those hosting their website on WordPress, integrating a CRM system is effortless. With a number of CRM plugins to choose from, with simple set-up interfaces, it could be time to invest.

At its core, a WordPress CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way. — Jason Kulpa, CEO of UE.co.

How to Pick a WordPress CRM Plugin

While there are many WordPress CRM plugins on the market, not all of them will be helpful to your online business. The key here is to choose a CRM plugin based on your individual needs.

Here are some of the factors you should consider before choosing a WordPress CRM plugin:

  • User interface. If you’re new to CRM software, you’ll want to find a plugin with a user-friendly interface. This will allow you to spend less time getting to grips with the software and more time using it to your advantage.

  • Seamless integration. Your plugin should integrate seamlessly with your WordPress website. Take a look at when it was created and make sure that it works well with the most updated version of WordPress.

  • Price. Ensure that the CRM plugin is within your budget. Some options are pricey, so if you’re new to the CRM world, why not choose a free plugin to trial the system?

  • Workflow automation. Look for a plugin that has great automation features. This includes automated emailing, sales funnels and reporting. This will save your business from having to do any tedious tasks.

  • Segmentation software. Your CRM plugin should have good contact management. You need a tool that can handle a growing number of contacts and segment them into easily targetable groups.

Once you’ve established which CRM features are most important for your business, it’s time to choose your plugin. Below, we’ve listed seven great options for all budgets to get you started.

WP ERP

WP ERP home page

First up is WP ERP, which is one of the most popular WordPress CRM plugins on the market. Rather than investing in a CRM plugin alone, WP ERP provides its users with an entire business suite, which includes a CRM, HR management platform and accounting software.

This plugin is aimed at small businesses that are on their way to becoming medium enterprises. With the option to download some elements for free, it’s great for beginners as well as those looking for a fully equipped business management platform.

Some of the coolest features WP ERP offers are free segmentation of contact records and automatic scheduling tools that allow users to book activities and meetings from within the plugin.

WP ERP home page

Price: While some features of the WP ERP plugin are free, the pro version used by larger businesses starts at just $9.99 per month.

FluentCRM

Next up, we have FluentCRM. For businesses hoping to optimize their email marketing, this WordPress CRM plugin is for you. FluentCRM has the ability to not only run automated email campaigns but also segment and target individual customers with personalized messaging.

FluentCRM home page

Better still, with emailing in mind, this plugin also comes with a user-friendly email builder that can be used on your WordPress site to create personalized emails from scratch.

Integrating seamlessly with a number of other WordPress plugins such as WooCommerce, it’s a great add-on for businesses looking to be more actionable with their customer data.

Price: FluentCRM is priced based on how many sites it is used by. For just one site, it’s $129 a year. For a five-site license, this rises to $249 per year. And finally, for those with over 50 sites, it caps at $499 per year.

HubSpot

HubSpot is well-known in the CRM world and is well-recommended by all people who use it. This WordPress CRM plugin is aimed at online businesses of all shapes and sizes as it’s extremely scalable.

While its core features are free, businesses can choose a paid plan to focus on a particular aspect of their business. HubSpot has packages that focus on marketing, sales and customer service, making it extremely customizable to your needs.

HubSpot CRM allows you to create and easily embed any online forms and even comes with its own live chat service that can help collect data on-site.

A screenshot of the HubSpot site

Price: The core HubSpot CRM features are free, but paid plans start at $1,400 a month, making it one of the pricier options.

Freshworks CRM

Freshworks takes a different approach to WordPress CRM. Using AI at the heart of its functionality, it takes automation one step further.

Freshworks uses AI to help improve your predictive scoring, as well as automating the building of web forms based on consumer data and any other data-powered workflows.

Better still, this CRM plugin even employs AI-assisted chatbots to your WordPress website that can smart match contact list duplicates and assist based on a target’s predicted customer journey.

A screenshot of the Freshworks home page

Freshworks is most loved by larger, well-established businesses, as it can be hard to get your head around at first glance. For businesses with large amounts of consumer data to manage, this AI-assisted tool is perfect for automating every aspect of customer relationship management.

Price: Starting at $29 per month for its most basic version and rising up to $125 per month for its full suite, Freshworks is well-priced for medium to large enterprises.

Pipedrive CRM

Pipedrive CRM focuses mainly on sales for WordPress websites. Optimizing your sales pipeline, the user-friendly interface is designed to monitor your sales performance and automate repetitive tasks.

Some of its coolest features include precise sales reporting, in-depth concat information, predictive sales forecasting and conversion rate monitoring.

Pipedrive has also created the LeadBooster Chatbot, which can also be found in your WordPress plugin directory. This is integrated with Pipeline’s CRM system and quickly captures qualified leads to send over to your Pipeline system to be turned into deals.

Pipedrive website screenshot

Price: This CRM software is aimed at small ecommerce businesses and starts at $25 per month.

Jetpack CRM

Next up on the list is Jetpack CRM. This WordPress plugin is created by one of the most influential plugin developers. From the makers of WooCommerce and Gravatar, you can be assured that this WooCommerce CRM plugin is a hard hitter.

With an extremely user-friendly interface, Jetpack is considered one of the best options for small business startups and those who are familiar with WooCommerce already.

Some of Jetpack’s best features include the ability to send invoices and quotes automatically using their Quick Pay feature and their lead generation form builder, which is compatible with all popular form plugins.

Jetpack home page screenshot

Price: There is a free version of Jetpack that comes equipped with its core features. However, for those wanting the premium plan, this starts at just $11 per month.

Zoho CRM Lead Magnet

Last but not least, let’s talk about Zoho CRM Lead Magnet. This WordPress CRM plugin is one of the best options for businesses on a budget.

Zoho CRM Lead Magnet is a product of Zoho CRM and is a free plugin that has the basic features needed to improve lead capture. You can quickly build web forms within the plugin that seamlessly integrates with your dashboard, as well as scale and automate workflows for easy customer relationship management.

Zoho CRM home page screenshot

While this free plugin won’t provide you with the features or Zoho CRM itself, this handy form builder will collect lots of data that will help you build an understanding of what your customers want from your business.

Price: This CRM plugin is free.

Wrapping Up

Investing in the right WordPress CRM plugin for your needs is essential. Whether you’re aiming to improve your sales strategy with Pipeline or build engagement-worthy email campaigns with FluentCRM, each and every plugin offers different specialities to choose from.

Prioritizing your customer relationship management in 2024 could be the difference between a spike in conversions and a website that falls flat. Optimizing your relationship building with a CRM system is a great way to ensure that leads fly in and customers stick around.

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