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Because CRM allows company owners and staff to be more dynamic, marketing and sales become more scalable. According to statistics, employing CRM software increases sales by 29 percent on average.
Finding a CRM that works well, is simple to navigate, and integrates with your systems, on the other hand, might be difficult. It’s critical to find the proper fit, specifically in small organizations where money can be tight and criteria are rigorous.
WordPress is the most widely used CRM on the planet. WordPress is a sophisticated content engine that is versatile and configurable, and it powers around one-third of all websites on the internet.
Today, we made finding the best CRM plugin for WordPress easy for you. We have made a list of the different plugins that you can view and pick out which one is best for your needs. Here are the top 7 best CRM for WordPress.
Top 7 Best CRM for WordPress
- Hubspot – Best Overall
- Agile CRM – Runner-Up for Best Overall
- Zoho CRM – Best for Tracking Functions
- Capsule CRM – Favorite Among WordPress Users
- WP ERP – Best for Free Option
- Drip – Best for E-Commerce
- Insightly – Best for Automation
1. Hubspot – Best Overall
PRICING: $50/mo for starter; $890/mo for pro
HubSpot is one of the most widely used CRM and marketing platforms. This plugin is already used by thousands of WordPress businesses to manage customer interactions. The most significant advantage of adopting HubSpot is the fact that it offers many integrations (and more through Zapier). As a result, it’s likely to work well with a variety of other platforms in your small business, not simply WordPress.
The HubSpot WordPress CRM plugin can be used without leaving the WordPress site. It instates easily and adds a ton of functionality to WordPress, including email marketing, ad management, forms, and reports.
You can observe how your contacts connect with your firm using HubSpot. In a stunning contact timeline, the unit will display form submissions, email engagements, and more.
KEY FEATURES:
- Can use Hubspot with WordPress
- Track activity on the website
- Freeform builder
- Conversation robots
- Dashboard with goals
REASONS TO BUY:
- Many built-in features
- Integrated marketing
- Built-in security
- Smart content
- Responsive by default
REASONS TO AVOID:
- People have run into issues with reporting
2. Agile CRM – Runner-up for Best Overall
PRICING: $8.99 per user/mo for the starter pack; $47.99 per user/mo for the enterprise package
Agile CRM is a marketing platform that is extremely functional. AgileCRM helps you to track and interact with website visitors, switching them into prospects. You can add them to marketing lobbies once they’ve been added to your contacts list.
Telephony, sales monitoring, and emails are all included in the WordPress plugin. Users can respond to both prospect-initiated conversations and automated communications via two-way emails.
KEY FEATURES:
- 360-degree contact view
- Timeline
- Deals
- Documents
- Lead scoring
- Calendar
- Project management
REASONS TO BUY:
- Easy to log in and use
- Great for simple marketing needs
- Workflow automation
REASONS TO AVOID:
- Email delivery
- Support
- Triggers with existing campaigns
3. Zoho CRM – Best for Tracking Functions
PRICING: $14.00 per user/mo for standard; $40.00 per user/mo for enterprise
With over 150,000 users worldwide, Zoho CRM is one of the most known plugins on the market. It’s a marketing swiss army knife, using tools like email, self-service portals, and video conferencing. At your grasp, is the best omnichannel communication.
The well-developed tracking features examine your sales cycle from beginning to end, highlighting the success of your marketing. It also has predictive sales capabilities, which allow sales professionals to know when to get in touch with their best leads.
KEY FEATURES:
- Automation processes
- Reporting dashboard
- Project management
- Predictive sales
- Interaction tracking
- Call center management
- Help desk management
REASONS TO BUY:
- Reporting
- Customer relationship management
- Customer analysis
REASONS TO AVOID:
- UI customization could be better
- Management of reports
4. Capsule CRM – Favorite Among WordPress Users
PRICING: $18 per user/mo for professional; $54per user/mo for enterprise
Since 2009, Capsule CRM has been a favorite of WordPress users, and it continues to grow in popularity. It enables you to build contact records as well as tasks for following up with new contacts.
CapsuleCRM provides a simple and intuitive user interface. You can access all of your contacts’ information on one screen, including notes, documents, and emails you’ve sent them.
KEY FEATURES:
- Segmentation lists for marketing campaigns
- Tagging function
- Can import contacts
- Can track tasks and deadlines
- Simple project management
REASONS TO BUY:
- Sales pipeline dashboard
- Contacts management is highly effective
- Manage and follow up on active proposals
REASONS TO AVOID:
- Integration to the site could be improved
- Learning could be easier
5. WP ERP – Best for Free Option
PRICING: Free to use; $149 for all bundles
The WP ERP module is a free open-source plugin for growing small enterprises. The WP ERP CRM features project management capabilities to assess how your team is going as well as thorough client engagement tracking. You may also use the plugin to keep track of your interactions with B2B clients and create several contacts for each account.
The CRM offers a basic interface that allows you to see all of your connections as well as planned customer appointments. The dashboard is designed to make sales agents’ lives easier by allowing them to identify which leads and contacts are prioritized for the day right away.
You may record customer calls, meetings, emails, and SMS messages, as well as give assignments to employees.
KEY FEATURES:
- Easily track your sales rep’s daily activity
- Group contacts
- Can see all activity for calls, emails, text, and more
- Segment contact groups
REASONS TO BUY:
- Report management is great
- Text and email connection is excellent
REASONS TO AVOID:
- Pricy
- Customer support isn’t the greatest
6. Drip – Best for E-Commerce
PRICING: $19/mo for up to 500 people in the account; $89/mo for 2,001-5,000 people
Drip CRM is a strong marketing automation tool that helps e-commerce business owners stay in touch with their consumers. It has a lot of capabilities that let you monitor your users’ behavior, figure out what they want, and send them material that connects with them.
The strength of Drip CRM is its ability to scale strong, tailored experiences that convert leads into committed customers.
KEY FEATURES:
- Track data in your e=commerce shop
- Tag actions
- Segment users based on website activity, purchases, engagement
- Manage customer communication through multiple marketing channels.
- Marketing automation
REASONS TO BUY:
- API connection is excellent
- Email sending and list management
REASONS TO AVOID:
- CRM function is lacking compared to others
- Reporting could use some work
7. Insightly – Best for Automation
PRICING: $29 billed annually per user/mo for plus, and $99 for enterprise
Insightly CRM is a management and automation unit that helps sales teams be more productive while contacting customers. It comes with a project management device and marketing automation capabilities.
The key benefit of employing Insightly for sales teams is that they can find interactions inside accounts to better understand their target audience. You can rapidly establish who is a director and who else they know in a firm using the record linking functionality.
Insightly can also be tailored to your own company operations by adding custom aspects to the CRM. To use the WordPress unit, you must first install Insightly webforms on your site, which will collect information from visitors and save it in the CRM.
KEY FEATURES:
- Email communication with tracking functions (clicks, opens, and delivery)
- Create or update records, send email alerts and generate tasks for team members
- Sync external systems from SAP, Oracle, and others
- Track lead data
REASONS TO BUY:
- Lead management
- Reporting
- Very organized
- Easy for multiple people to use
REASONS TO AVOID:
- Hard to remove multiple files
- Instructional videos could be better
Frequently Asked Questions
Can you use a CRM in WordPress?
Because of WordPress’s flexibility, you can set up a fully complete CRM from inside your WordPress installation. You can then utilize it directly from the WordPress dashboard to collect and manage all of your client data. Plugins can be used to create a WordPress CRM, and they are rather simple to set up.
What is the difference between CMS and CRM?
In the commercial software landscape, Customer Relationship Management (CRM) and Content Management Systems (CMS) serve two distinct purposes: CRM is all about managing customers and clients, while CMS is all about managing your website.