Customer relationship management (CRM) is an integral approach to managing your interactions and relationships with clients and potential clients. Wouldn’t it be great, though, if there were WordPress CRM plugins that could integrate customer relationship management right into your website? Fortunately, there are several, and we’re going to go over the best along with their pros and cons.
Build a WordPress CRM System with Plugins
You can run a website without a WordPress CRM plugin, but you won’t get nearly as many benefits. A CRM plugin allows you to immediately gather customer information. You can then separate your data by customer features and filter clients based on selected attributes. Most WordPress CRM plugins have these functions, and they allow you to better understand your clients for customer service and marketing purposes.
One of the most common differences you’ll find with different WordPress CRM plugins is the availability of automation tools. This alone can help you save time and money by avoiding repetitive processes. Another big difference is that some plugins provide insights while others do only the most basic tasks such as storing information on clients.
The creators of UkuuPeople had one goal in mind, and that was to simplify customer relationship management. This WordPress CRM plugin has four simple admin functions: People, Touchpoints, Add–ons, and Settings. In addition to managing your contacts, you can assign tasks, add team members, and even schedule meetings.
Price: UkuuPeople is free, but additional add-ons such as MailChimp integration and Google Calendar Sync can be purchased.
Pros: Offers a user-friendly framework. UkuuPeople was also created by CRM professionals, so the tools are all very focused on CRM necessities.
Cons: Custom lists can’t be created.
WP-CRM is a great tool that allows custom meta data to be added by extending the WordPress user management system. Contacts are easily created and you can add as many or as few attributes as you deem necessary. With a little code knowledge, you can even set up notifications.
Price: WP-CRM is free, but additional add-ons such as group messaging can be purchased.
Pros: This tool provides easy integration with WP-CRM’s free invoicing plugin and has the ability to choose which data to track. Contacts can also be categorized and filtered.
Cons: The plugin’s framework isn’t as intuitive as it could be, and general code knowledge is needed. This makes it more ideal for individuals with coding skills.
Zero BS WordPress CRM touts itself as the “simplest and quickest” WordPress CRM plugin out there. The plugin offers expected CRM functionality such as managing customers, adding custom fields, and providing front-end lead forms in addition to online invoicing, a client portal, and integration with Zapier. Online invoicing and Zapier integration are both new features that weren’t available in Version 1.
Price: Like WP-CRM and UkuuPeople, this WordPress CRM plugin is free, but additional extensions such as importing item sales history and Stripe integration can be purchased.
Pros: Zero BS WordPress CRM works on computers, phones, and tablets. Its interface is user-friendly and beginners have noted its ease of use. Additional extensions can handle other necessities such as email campaigns.
Cons: English and Spanish are the only supported languages. For best functionality, this CRM plugin should be added on its own WordPress install to ensure compatibility.
UpiCRM is a standalone tool, but it can be easily integrated into contact form plugins such as Ninja Forms, Gravity Forms, and Caldera. It includes a sales hierarchy function that is easy to master, and contact form data can be pulled into UpiCRM from multiple websites. It provides basic functionality that gathers leads and assigns them to your choice of user.
Price: This WordPress CRM integration tool is absolutely free.
Pros: Captures client information directly from forms. Simple WordPress CRM plugin for those with the most basic needs.
Cons: No additional information can be added to contacts. Misspellings cannot be corrected, alternative phone numbers cannot be added, and notes can’t be entered into the system.
This powerful WordPress CRM plugin allows you to create as many records as you need along with adding your entire workforce to access the client data. Contacts, tasks, and projects can be managed directly in the admin area of WordPress. Projects can even be assigned and categorized in WP-CRM System based on how likely a prospect is to make a purchase.
Price: The core plugin is free, but you can also purchase additional extensions such as Zendesk Connect integration and invoicing.
Pros: This WordPress CRM plugin can be used in English, Spanish, Polish or Russian. Can integrate with Slack, Zendesk, and other plugins through added extensions.
Cons: This system is proprietary, so if you hope to extend its functionality without purchasing extensions, you’re out of luck.
Presspoint offers several features that can’t easily be found in a single unpaid option, and this is why many people choose this high-end tool over free options. The tool provides email automation in addition to functions like opportunity management, custom forms, and even e-commerce. You can also create custom profiles and directories.
Price: Core CRM costs $550 for one year.
Pros: In addition to CRM capabilities, Presspoint also offers e-commerce functionality. This includes adding “Buy Now” buttons to any page, online carts and input of transactions into a client’s history. Advanced reporting is also available.
Cons: There are few integration options other than MailChimp. Some users may also find the interface isn’t easily navigable.
In addition to CRM, WP ERP also handles your human resource management (HRM) and accounting procedures. Each of these modules can take unlimited entries, and your WordPress dashboard can even be customized with the tool. Emails, meetings, SMS, and calls can also be scheduled with WP ERP.
Price: This resource is free, but bundles to utilize additional features such as asset management and email marketing are also available.
Pros: Has 44 supported currencies. Access permissions can also be defined between users. Has email communication built in.
Cons: Attaching files or receiving attached files isn’t as simple as with other tools.
WP Fusion is a plugin that allows you to track everything from how often a prospect clicks a certain link to how long they spend viewing a video. It’s an open source program, so experienced users could add on their own extensions. It also integrates well with popular membership, e-learning, and e-commerce tools.
Price: Prices range from $247 per year for Personal and $540 per year for Professional.
Pros: This WordPress CRM plugin allows you to lock content on your site based on the CRM tags you use. Prospects and clients can be tracked on your website based on their behaviors and clicks.
Cons: Maintaining numerous sites can become expensive, and the professional add-ons are only available to those who purchase the upgraded versions.
WooCommerce is the e-commerce plugin used by at least 30% of all online retail websites. For those who run the tool on WordPress, WooCommerce CRM can be utilized. Unfortunately, it’s not a standalone program, so you’ll need to use the e-commerce version as well. Afterwards, you can make calls, send emails and track orders. In fact, calls can be placed directly from the contact’s record, so the new record is right where it needs to be.
Pricing: The necessary WooCommerce tool is free, but it is very basic. Extensions can be purchased, such as Amazon Pay and Zapier, but some cost up to $250.
Pros: WooCommerce is very customizable, and fortunately, it can grow as your business does.
Cons: Customer support is limited with this tool. You’ll also likely need expensive add-ons for the plugin to work like you need it to.
While WordPress Leads can work as a standalone plugin, it can also integrate with WordPress Calls to Action and WordPress Landing Pages plugins. Instead of submitting forms for every activity, a form is only created when the lead is finished. This gives you the impressive ability to track a potential customer’s decision making process from start to finish.
Price: A free version is available with option for additional extensions such as Ninja Forms and Contact Forms 7.
Pros: WordPress Leads collects a wealth of information and creates a full picture of your prospects. Admin options are easy to access on the left-hand menu.
Cons: Basic functions you might expect, such as reporting or automation, aren’t featured.
DX Sales CRM is one of the newer WordPress CRM plugins out there. So far, though, it’s received good reviews. Your leads and contacts are stored in one main location, and tracking down details for every contact is easy. The core plugin keeps track of customers, projects, and companies.
Price: The core plugin is free, but you’ll have to pay extra for extensions that can send bulk emails or import Google contacts.
Pros: Contact records can be as detailed as you want with this plugin. You can also use it directly from your smartphone or tablet.
Cons: The plugin could turn expensive dependent on the extensions you need. It’s a newer plugin, so the possibility of bugs exists.
Brilliant Web-to-Lead for Salesforce allows you to integrate your Salesforce and WordPress accounts. Implementation of the tool is extremely easy, and you can immediately start importing your leads. It also comes included with your Salesforce account. Additionally, this will give you a basic understanding of how Salesforce’s other tools can be integrated into WordPress. In fact, WP Engine offers a full guide to Salesforce WordPress integration to get anyone interested started.
Price: This plugin is free to use.
Pros: Form settings are fully configurable with this tool. Inserting forms into pages is also easy with a simple code or provided widget.
Cons: It only creates lead records. Additionally, the HTML coding created by Salesforce may require some tweaks on your part.
What’s the Best WordPress CRM Plugin for You?
To understand which WordPress CRM is right for you, it’s important to consider what each one can do for you. Consider the following pertinent information and grades before making your decision.
WP Fusion, WP ERP, WP-CRM System and Zero BS WordPress CRM outshine all of their competitors on this list. Zero BS is intuitive and widely respected by its user base. WP-CRM System, on the other hand, boasts an unlimited amount of records and several languages. WP ERP, though, might just overshadow both of these other WordPress plugins thanks to having other enterprise functionality.
WP Fusion also took a top spot due to its integration functions with other essential tools. DX Sales CRM, while not at the top of the list, also managed an A-grade due to the level of detail it keeps in records. WordPress Leads also keeps great records, but it can become expensive. Out of the top WordPress CRM plugins out there, these are the cream of the crop and it’s hard to go wrong with any of them.
Five WordPress CRM tools landed a B-grade, but UkuuPeople and WP-CRM are the most impressive from the group. UkuuPeople is simple to learn, but the automation options are lacking. WP CRM is also impressive due to the level of customization it allows, but you’ll likely need a bit of code knowledge to take advantage of this.
Presspoint also garnered a B-grade thanks to its automation, and it may have landed an easy A-grade if its interface was more user-friendly. WooCommerce CRM was great in the customization area, but some clients have complained about their customer service. Finally, Brilliant Web to Lead for Salesforce might not have all of the features a top-tier WordPress CRM plugins, but its ability to integrate with Salesforce is invaluable.
UpiCRM is the only WordPress CRM plugin to land a C-grade on this list. While it’s great in the fact that it will meet your basic needs, the lack of note taking or editing abilities makes this tool rudimentary at best. It’s certainly better than a lot of other CRM plugins on the market, but you might want to stick with the other options on this list.