Customer Relationship Management (CRM) is a powerful strategy that can benefit any business ever since. Its key role is to organize and maintain relationships and interactions with your customers.. CRM allows you to better understand your customers and also helps you manage the way you interact with them in general.
Due to the rapid growth of WordPress as a whole, this platform now has an abundance of third-party tools and plugins that offer useful features and have the power to extend your website functionality in various ways. This also applies to WordPress CRM software, so this time we decided to share a list of the best CRM plugins available online.
Providing quality service is essential to drive more sales, and in order to do that, you first need to establish a solid and long-lasting relationship with your customers. This is where CRM plugins come into play.
As we mentioned at the beginning, a CRM plugin is a tool that allows you to review and manage the way you interact with your customers. It usually works on the principle. Storing various data about your customers in the plugin’s database, making it available to anyone interested in customer relations – such as support and sales teams – so they can review, consult and use all this information as needed.
While specific capabilities may vary from plugin to plugin, CRM plugins often keep a detailed history of the relationship with a customer, all previous conversations, contact details of the customer, order history (in case of eCommerce websites) etc. All this data will help you more efficiently adapt to the specific needs of your customers.
So, if you want to better serve your customers and improve the way you do your business in general, we invite you to take a look at some of the best WordPress CRM plugins available on the web:
Perfect for Salesforce Web to Leader generated by the plugin sales teamis one of the most popular CRM platforms available on the web. It allows you to collect leads on your WordPress website and send them directly to your Salesforce CRM account. You’ll be able to create and add a contact form to your site’s pages or posts, or add them as widgets to a sidebar. After people fill out a contact form on your website, the lead will go directly to Saleforce.com. The best part of this platform is, stores everything in a cloud; this means you can easily access your data from both the web and mobile.
Even though the plugin is free on its own, you still need to get a premium Salesforce account to use its services. Sales and Service cloud pricing starts at $25 per month.
WP ERP The plugin is an all-in-one business management solution that comes with three different modules: customer relationship management, HR management, and accounting system. Some of the numerous useful features are: integrated e-mail communication and notification systemability create contact groupsdetailed CRM annual report with customer and business growth, scheduling direct calls and meetings, and much more. If you choose one of the available premium plans, you also get access to some powerful extensions like Recruitment, HR Frontend, and payment gateways like PayPal and Stripe. Additionally, premium plans include WooCommerce, Zendesk, Help Scout, Awesome Support, etc. It also offers integrations such as
A starter CRM plan is available for $149 per year.
UpiCRM is a free WordPress CRM tool that allows you to create a contact form database to manage, track and collect leads from multiple WordPress websites into a single lead management server.
What makes this plugin particularly useful is, allows complete lifecycle management of all your leads – from tracking traffic sources and forwarding the routing to the designated person to closing the process. Thanks to its built-in collaboration features, UpiCRM provides smooth and efficient collaboration among your teammates, Assign, track and manage leads with your team members.
Also, it comes with the plugin advanced analysis Capabilities that allow you to add the traffic source to each lead and use the URL UTM tagging mechanism to analyze all the marketing activities you manage.
The plugin supports Contact Form 7, Elementor Forms, WP Forms, Ninja Forms etc. Works with many contact form plugins, including You can also easily integrate with other CRM systems and web services.
Mole is a CRM, Email and Marketing Automation WordPress plugin. It’s built to help you streamline and automate your sales and email marketing so you can generate more revenue and maximize your profits. If you choose the free version of the plugin, you can: create automated funnels, send personalized email and text messages, collect unlimited contacts and data profile your subscribers and automate the customer journey.
You can also upgrade your Groundhogg plugin to one of the following. premium plans (starting at $20 for the basic plan) to access more features. More than 25 WordPress plugins and service integrations, some of them (WooCommerce, Zapier, Twilio, etc.), advanced funnel steps, conditional funnel logic, and premium support, among others. Of course, the advanced features you get vary from plan to plan.
Another great CRM plugin solution that allows you to easily manage your clients, projects and tasks directly from your WordPress dashboard. With WordPress CRM Plugin, you and everyone on your team get access to an unlimited number of people. Also, it will be possible assign individual tasks, track marketing campaigns and easily import all your old contacts from other CRMs Using the CSV uploader.
If you want to further expand the functionality of your CRM system, WordPress CRM will provide you with multiple premium plugins. pricing it starts at $99 per year. This includes integration with tools and services like Zendesk, Dropbox, Slack, Easy Digital Downloads, Invoicing, and more.
Solution
Strengthening customer relationships is undoubtedly one of the most important things you can do for your business. Each of the WordPress CRM plugins mentioned above comes with a wide variety of features to help you generate more leads and grow your business with the number of your customers. Besides being easy to use, Many of these add-ons also include integrations that allow them to work seamlessly with other useful apps and platforms., marketing services, e-commerce platforms etc. Be sure to take a good look at all the available options before choosing the CRM software that seems best for you.
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