Depending on your needs, the right WordPress CRM plugin can improve your sales processes, help for more effective customer retention, and improve your marketing strategy. In the following paragraphs, you will read about 8 WordPress plugins that help your team and organization perform better and convert more website visitors to paying customers. Also, check out:
- 10 Best WordPress Search Plugins
- 5 Best WordPress Popup Plugins
- 9 Best WordPress Forum Plugins
- 10 Best WordPress Email Plugins
8 Best WordPress CRM Plugins
Some of the suggestions offer an all-in-one solution, while others are designed to excel in certain features. The list is not comprised in any particular order.
1. Jetpack CRM
Jetpack CRM is a very popular WordPress plugin, as it helps organizations with sorting contacts, quotes, invoices, and transactions, and also comes with a handy task manager. The premium version of this platform includes various automation features, lead nurturing, and various plugin extensions. Notable features include:
- Invoice Manager
- Client Manager
- Billing System
- Automation features
- 30+ Plugin Extensions
2. FluentCRM
FluentCRM is an advanced solution for your business and WordPress website, as it comes with numerous automation features, self-hosted email marketing client, data analysis and comprehensive leads notes with ample options for categorization. This platform is very versatile and can be used for eCommerce customer tracking, storing in-depth information about subscribers of membership websites, and much more. Notable features include:
- CRM and Email Marketing platform in a single WordPress plugin.
- A/B testing for Email Marketing campaigns.
- Advanced customer funnel builders.
- Advanced analytics tools.
- Versatile integration options.
3. HubSpot CRM
HubSpot CRM is yet another popular CRM plugin for your WordPress website. The platform is focused on providing customers with a set of handy tools that help marketing teams track customer journeys better and score higher conversion rates. HubSpot can be used to conduct comprehensive marketing campaigns, manage ads, and craft landing pages. Furthermore, the plugin comes with handy contact management features, a deal pipeline, and meeting schedule functions. Notable features include:
- Versatile integration
- Advanced contact form builder
- Landing Page Builder
- Ads Management tools
4. Propovoice
Propovoice is an all-in-one CRM solution specially created for small businesses and freelancers. The platform grants you access to various tools such as lead management, and deal pipeline that help you follow up, check, and close deals with prospective clients and partners. Furthermore, you benefit from a client portal and invoices and payment management. Propovoice is a CRM platform that focuses on managing your clients through their customer journey and helps you deal with various invoices and payment processes. Coming with a neat design and a vast amount of features, this plugin is also simple to use and easy to set up. Notable features include:
- Advanced Deal pipeline management
- Smart Lead management with comprehensive categorization functions
- Invoicing management
- Estimates
- Client Portal
5. WP ERP
WP ERP is an all-in-one CRM solution for your business that blends CRM functionalities, along with accounting and HR management tools, an Email Marketing platform, and a Project Management module. With this platform, you can track queries, leads, and subscribers via a comprehensive contact management system, and organize your team by using handy scheduling and calendar features. Notable features include:
- Mailing System
- Project Management module
- Comprehensive CRM dashboard
- Informative CRM reports
6. FunnelKit Automation CRM
FunnelKit Automations CRM is a powerful WordPress plugin that focuses on automating your team’s marketing endeavors and is specially created to help you with your WooCommerce project. With this platform, you can track various metrics such as customer website journey, items purchased, number of orders, order values, and others. Furthermore, with the plugin’s powerful analytics tool, you can get more insights into how to retain your customers and prompt them to move to the next step in the sales funnel. Notable features include:
- Optimized for WordPress WooCommerce websites.
- Funnel builder.
- Informative Analytics tool.
- Email Client with drag-and-drop email designer.
- Workflow builder.
- Contact automation capabilities.
7. Zoho CRM
Zoho CRM is a very versatile CRM solution with an ample set of features. The platform is designed to integrate seamlessly with WordPress core and various other plugins, so you can take the best of the tools that the platform offers. With this CRM solution, you can track your visitors’ on-site behavior, and benefit from AI-assisted live chat, automated workflows, and comprehensive analytics tools. Notable features include:
- Ample set of tools for each industry
- Lead scoring for more detailed site visitors’ analysis
- Versatile integration
- Marketing automation
- Email marketing module
8. Groundhogg
Groundhogg is a reliable CRM plugin focused on improving your organization’s email marketing endeavors, as well as bringing some automation to your lead generation strategies. This plugin provides a reliable funnel builder with drag-and-drop functionality, along with tons of remade templates that you can instantly use. Furthermore, Groundhog provides you with contact management tools and automatic location discovery, CRM notes, and search functionalities. Notable features include:
- Marketing automation
- Email campaign builder
- Comprehensive analytics
- File manager
Bonus: WP Fusion
WP Fusion is not a CRM platform. However, this handy tool allows you to integrate all your active WordPress plugins with your CMR of choice. WP Fusion helps you integrate various site builders, form builders, and e-commerce solutions with your preferred CRM platform and make them deliver lead data to your CRM system. Notable features include:
- Very versatile integration
- Various optional add-ons
- Event tracking
Conclusion
There are various CRM platforms that you can quickly incorporate into your WordPress website, so you optimize your business activities and get the most out of potential business prospects, visitors, and paying customers. In this article, we shared a list of 9 useful CRM plugins that you can instantly integrate into WordPress and enhance all business processes right away.