13 Best WordPress CRM Plugins To Improve Customer Relationship (2024)
Are you looking for the best WordPress CRM plugins for your site? If yes, you’re on the right page.
A WordPress CRM (Customer Relationship Management) plugin empowers you to build stronger relationships with your audience, streamline operations, and drive business growth.
With numerous options available for WordPress CRM plugins, you might get confused about which one might best suit you.
In this article, we’ve curated a list of the 13 best WordPress CRM plugins.
WordPress CRM Plugins (Pricing Comparison)
Look at the pricing comparison table of the best WordPress CRM plugins for a quick summary.
Plugins | Pricing | Free Option |
---|---|---|
Hubspot | $13.02/ month | ✓ |
Fluent CRM | $174/ year | ✓ |
Jetpack CRM | $11/ month | ✓ |
vCita | $29/ month | ✓ |
WP ERP | $9.49/ month | ✓ |
Groundhogg | $20/ month | ✓ |
Propovoice CRM | $79/ year | ✓ |
Bitrix24 | $49/ month | ✓ |
ZohoCRM | $14/ month | – |
FunnelKit | $99.5/ year | – |
WP Fusion | $247/ year | ✓ |
Freshwork | $29/ month | – |
Brevo for WooCommerce | $25/ month | ✓ |
What are WordPress CRM Plugins?
A CRM (Customer Relationship Management) plugin is designed to integrate CRM functionality into your WordPress site.
WordPress CRM plugins allow users to manage customer interactions, track leads, organize contact information, and more. These plugins typically offer features like:
- Contact Management
- Lead Tracking
- Communication Tools (like email integration)
You can install these plugins like any other WordPress plugin. They allow users to extend the functionality of their WordPress websites without the need for coding.
These plugins can help consolidate all customer data in one place and easily track interactions, purchases, and communication history.
Why Use WordPress CRM Plugins?
A WordPress CRM plugin offers several benefits for businesses:
- Integration with WordPress: A WordPress CRM plugin integrates CRM functionality directly into a WordPress website. It streamlines workflow and reduces switching between different platforms.
- Ease of Use: WordPress CRM plugins are designed with user-friendliness, making them accessible even to users without technical expertise.
- Enhanced Marketing Efforts: CRM plugins offer built-in marketing automation features that let you create targeted email campaigns and more.
- Better Decision-Making: The plugin provides valuable insights through analytics and reporting tools. It enables you to make data-driven decisions and optimize your business processes.
- Cost-Effectiveness: Many WordPress CRM plugins offer affordable pricing plans, making them accessible to small and medium-sized businesses that may not have the budget for standalone CRM solutions.
Overall, WordPress CRM plugins provide businesses with a convenient, cost-effective solution for managing customer relationships, capturing leads, and driving sales directly within their WordPress websites.
13 Best WordPress CRM Plugins
1. Hubspot
HubSpot is a powerful WordPress CRM platform for your site. It provides tools and integrations for successful marketing, sales, and customer service.
The plugin enables you to keep track of marketing performance in terms of:
- Sessions
- New Contact
- Customers
… and more.
Other than this, you can keep track of history against an individual contact, including:
- Activity
- News
- Emails
- Calls
… and more.
Hubspot CRM lets you create a custom Ebook Form for your site. It lets you add different elements to the form, including:
- Add Form Field
- Contact Properties
- GDPR Option
… and a lot more.
Features:
- Contact Management: Hubspot CRM enables you to organize contact information, i.e., names, emails, phone numbers, etc.
- Lead Tracking: The plugin makes it easy to track leads, including lead scoring, status tracking, and much more.
- Task Management: You can keep your team organized and productive with integrated task management features, such as task assignments, deadlines, and reminders.
Pricing:
The core plugin is free. The premium version starts at $13.02/ month.
2. Fluent CRM
Fluent CRM is a powerful Customer Relationship Management (CRM) plugin for WordPress sites.
With Fluent CRM, businesses can manage customer interactions, track leads, and more within the WordPress admin dashboard.
See the image below:
You can easily keep track of campaign performance, such as:
- Sent Emails
- Click Rate
- Open Rate
… and more.
See the image below:
The plugin offers integration with popular other plugins, such as:
- WooCommerce
- Easy Digital Downloads
- Lifter LMS
… to name a few examples.
Features:
- Contact Management: The plugin stores and manages customer contact information, i.e., names, emails, phone numbers, etc.
- Lead Generation and Tracking: You can easily keep track of leads through customizable opt-in forms and nurture them with targeted campaigns.
- Transactional Emails: Use Fluent CRM’s built-in email capabilities to send transactional emails, such as order confirmations, receipts, and account notifications, directly from your WordPress site.
Pricing:
The core plugin is free. The premium version is available at $174/ year.
3. Jetpack CRM
Jetpack CRM is another of the best WordPress CRM plugins for entrepreneurs and small businesses. It makes it easy to profit and achieve seamless business interactions.
The plugin offers a user-friendly dashboard with the WordPress admin dashboard where you can keep track of the following:
- Contacts
- Transactions
- Quotes
- Invoices
See the image below:
In addition, you can view a list of each contact on your platform. Even that you can view contact details, such as:
- Image
- Name
- Source
- Address
Features:
- Track Transactions: The plugin makes it easy to track transactions.
- CRM Dashboard: It offers a user-friendly CRM dashboard.
- Developer Ready: The plugin is fully developer-ready. They can easily add any desired functionality to their site.
Pricing:
The core plugin is free. The premium version starts at $11/ month.
4. vCita
vCita is another useful WordPress plugin that provides an all-in-one business management solution for your small businesses.
This plugin allows you to easily manage your business, schedule appointments, and engage with clients.
The plugin offers a Settings tab within the WordPress admin dashboard. Here you can see all the settings you have control over, including:
- Business Information
- Staff
- Mu Account
See the image below:
Features:
- Client Management: The plugin keeps your client information in one place, including details, appointment history, notes, etc.
- Scheduling and Calendar: The plugin allows clients to book appointments directly from your website, Facebook page, or email.
- Marketing Automation: This plugin automates your marketing efforts and effortlessly engages with clients.
Pricing:
The plugin offers a limited free trial. The premium package starts at $29/ month.
5. WP ERP
WP ERP is a WordPress CRM plugin that manages its operations by offering a suite of powerful CRM tools, i.e., employee management, 44+ currency support, and more, right within your WordPress dashboard.
It offers an HR Management screen where you can keep track of the total number of employees, departments, and designations.
See the image below:
WP ERP has a user-friendly dashboard where you can keep track of Income and expenses, Invoices Payable to you, and Bills you need to pay.
You can easily create invoices for the customer.
Features:
- User-Friendly Interface: WP ERP offers a user-friendly interface that makes managing your business operations easy. Navigate through modules effortlessly and access vital information with just a few clicks.
- Accounting: Simplify your accounting processes with WP ERP’s accounting module. Manage invoices, expenses, payments, and financial reports right within your WordPress dashboard, eliminating the need for separate accounting software.
- Project Management: Stay organized and on track with WP ERP’s project management module. Create projects, assign tasks, set deadlines, and collaborate with team members efficiently to deliver projects on time and within budget.
Pricing:
The core plugin is free. The premium version starts at $9.49/ month.
6. Groundhogg
Groundhogg, a WordPress CRM plugin, is the ultimate solution for streamlining email marketing and customer relationship management (CRM).
The plugin is designed specifically for small businesses, entrepreneurs, and marketers. It empowers users to nurture leads, automate workflows, and drive conversions.
With Groundhogg, you can enjoy a built-in Email option where you can adjust multiple options, such as:
- From
- Reply To
- Alignment
- Message Type
Features:
- GDPR-Compliant: This plugin is fully GDPR-compliant.
- Email Marketing: You can use this plugin for sales emails, newsletters, transactional notifications, and more.
- Analytics Report: The plugin helps you get an analytics report of open rates, click-through rates, and conversions.
Pricing:
The core plugin is free. The premium version starts at $20/ month.
7. Propovoice CRM
Propovoice CRM, another WordPress CRM plugin, is designed to revolutionize how you manage customer relationships and drive business growth.
The plugin offers robust features to streamline your sales processes, enhance collaboration, and deepen customer engagement.
Features:
- Manage Leads: The plugin automatically keeps track of leads with integrated contact forms on your WordPress site.
- Invoice Management: You can easily customize the look and feel of your invoices to make them match your brand.
- Business Profile: With Popovoice CRM, you can create a business profile with the basic information.
- Add Clients: The plugin lets you add your client’s information, such as name, email, phone number, region, address, etc
Pricing:
The core plugin is free. The premium version starts at $79/ year.
8. Bitrix24
Bitrix24 CRM is another good WordPress CRM solution option. The plugin helps you to store contacts in your WordPress user database.
With this plugin, you can add contacts manually or automatically using lead generation forms on your WordPress site.
This plugin can edit forms and manage contacts directly from the WordPress admin dashboard. It makes it easy to categorize contact types and offers a correspondence thread. This way, you can keep track of every user interaction on your site.
Features:
- Manages Tasks: Bitrix24 CRM makes it easy to manage tasks more efficiently.
- Manages Projects: You can manage your projects with ease.
- Kanban Board: It offers a kanban board where you can organize tasks for your users.
Pricing:
The plugin is available for $49/ month.
9. ZohoCRM
Zoho, is another WordPress CRM solution for streamlining your business. This plugin provides businesses with a comprehensive suite of tools designed to enhance productivity, collaboration, etc., for a site.
The plugin has various applications spanning CRM, finance, HR, marketing, and more. These features best fulfill every aspect of your organizational needs.
This powerful integration seamlessly connects your WordPress site with Zoho CRM, allowing you to capture leads and customer data directly from your site and sync them with your CRM system in real-time, like:
- Contact
- Account
- Custom Module
With Zoho CRM, you can simplify your site’s workflows, boost your bottom line, and propel your businesses toward success.
Features:
- Lead Management: The plugin makes it easy to manage your leads.
- Deal Management: You can easily manage your deals.
- Contact Management: The plugin makes managing your contacts far easier.
Pricing:
The plugin is available at $14/ month.
10. FunnelKit
FunnelKit, a CRM for WooCommerce, is an ultimate automation powerhouse for customer relationship management.
With this plugin, you can easily engage and nurture your leads. It combines automation technology with intuitive CRM functionalities to supercharge your sales and marketing efforts.
The plugin has powerful analytics and reporting features that help track key metrics, monitor campaign performance, and gain actionable insights into your sales.
Features:
- Modern Templates: The plugin offers 20+ modern templates for your store checkout.
- Thank You Page: You get 20+ beautiful templates, conditional thank you pages and conversion pixel tracking.
- Analytics: The plugin provides detailed analytics for you, i.e., contact growth, Email performance, SMS performance, revenue Tracking, and much more.
Pricing:
The plugin is available at $99.5/ year.
11. WP Fusion
WP Fusion Lite, a WordPress CRM plugin, connects your WordPress site with your favorite CRM, marketing automation, and membership platforms.
With this plugin, you get advanced tagging and segmentation capabilities. It lets you tag users based on their site behavior, interests, and interactions, which is the best way to create targeted and personalized marketing campaigns.
With seamless user profile synchronization, you can keep your user data up-to-date across multiple platforms, including contact details, preferences, and engagement history.
Features:
- New Contacts List: You can easily create new contacts in your CRM.
- Abandoned Cart Tracking: The plugin makes it easy to track abandoned carts.
- Media Tools: With WP Fusion, you get the Media Tools add-on that enables you to track engagement with media on your site.
- Automate Workflows: This plugin streamlines your workflows and automates repetitive tasks.
Pricing:
The core plugin is free. The premium version starts at $247/ year.
12. Freshwork
Freshworks, a WordPress CRM plugin, helps deliver delightful customer experiences. It has a suite of cloud-based products spanning customer support, sales, marketing, etc.
With Freshdesk, you can deliver exceptional support experiences, such as ticketing and self-service portals, automation and omnichannel support, and more.
The plugin streamlines your workflows, deepens customer relationships, and unlocks new levels of productivity and profitability for your business.
Features:
- Freshsales: The plugin is designed to help you close deals faster and grow your revenue.
- Freshchat: You can engage and convert visitors into customers.
- Analytics: The plugin offers effective analytics and reporting tools for your site.
Pricing:
The plugin is available at $29/ month.
13. Brevo for WooCommerce
Brevo for WooCommerce is another useful WordPress plugin that can be used as a CRM for WooCommerce.
With this plugin, you can easily track orders and automatically sync payment transactions. Plus, you can have all your contacts in one single place.
In addition, the plugin optimizes your email deliverability and helps create accounts, purchase confirmations, etc.
The best part is that you can connect with your audience and divide communication tasks among team members using its CRM features.
Features:
- CMS Integration: Brevo for WooCommerce offers easy CMS integration for your WooCommerce store.
- Real-time Email Statistics: The plugin offers a stats dashboard for tracking transactional sendings, opens, and clicks in real time.
- Drag-and-Drop Editor: You can create professional emails via a built-in drag-and-drop editor.
Pricing:
The core plugin is free. The premium version starts at $25/ month.
WordPress CRM Plugin (Feature Comparison)
Now explore the features comparison table below for the best WordPress CRM plugins:
Features | Hubspot | Fluent CRM | Jetpack CRM |
---|---|---|---|
User-friendly | ✓ | ✓ | ✓ |
Contact Management | ✓ | ✓ | ✓ |
Analytics and Tracking | ✓ | ✓ | ✓ |
Automate Workflow | ✓ | ✓ | ✓ |
Marketing Dashboard | ✓ | – | – |
Email Marketing Integration | ✓ | ✓ | ✓ |
Task Management | ✓ | ✓ | ✓ |
Pricing | $13.02/ month | $174/ year | $11/ month |
Active Installations | 300,000+ | 40,000+ | 40,000+ |
Which is the Best WordPress CRM Plugin?
We’ve discussed 13 WordPress CRM plugins here. Each has its own strengths and features that may make it the best choice for different users.
Here are the top 3 picks for you:
Hubspot – is the best choice for you if you are looking for the best analytics for your business.
Fluent CRM – this is the right choice for you in case you want a self hosted email marketing automation.
Jetpack CRM – is best for you if you own a small business or are a freelancer. It offers essential CRM features such as contact management, deal tracking, etc.
However, the final choice is yours.
It’s a good idea to evaluate each plugin based on its features, ease of use, integration capabilities, customer support, and pricing before deciding.
What’s Next?
Now that you’ve planned to add a WordPress CRM Plugin to your site, you also should look to customize your default WordPress login page to further enhance the user experience for your customers.
Customize Your WordPress Login
WordPress CRM Plugin FAQs
Are there free WordPress CRM plugins available?
Yes, several free WordPress CRM plugins are available in the WordPress plugin repository. These plugins offer basic CRM functionality. You might need a premium option, for more advanced features.
Why should I use a CRM plugin on my WordPress site?
A WordPress CRM plugin helps streamline your customer management processes and enhances communication with leads and customers. It is important in improving your business’s effectiveness in building better relationships.
What features should I look for in a WordPress CRM plugin?
When selecting a WordPress CRM plugin, consider features such as contact management, lead capture and tracking, email marketing integration, and task management. Other important aspects are reporting and analytics, automation capabilities, and compatibility with other WordPress plugins and themes.
Can I integrate a WordPress CRM plugin with my existing email marketing platform?
Yes, many WordPress CRM plugins integrate with popular email marketing platforms, i.e., HubSpot. This integration allows you to synchronize contacts, automate email campaigns, and much more.
Is a WordPress CRM plugin suitable for small businesses?
Yes! In fact, WordPress CRM plugins are particularly beneficial for small businesses as they provide tools that can streamline customer management processes.
How can I benefit from the reporting and analytics features of a WordPress CRM plugin?
A WordPress CRM plugin offers reporting and analytics features that provides valuable insights into customer behavior, campaign performance, and more. The data lets you make informed decisions to optimize your marketing strategies.
Conclusion
To sum it up, WordPress CRM plugins offer almost every option that caters to diverse business needs.
The plugins mentioned stand out for their versatility, efficiency, and user-friendly interfaces. Remember there’s always a WordPress CRM plugin ready to elevate your site.
That’s all for this article!
Here is a quick recap:
- What are WordPress CRM Plugins?
- Why Use WordPress CRM Plugins?
- 13 Best WordPress CRM Plugins
- Which is the Best WordPress CRM Plugin?
That’s all for this article! You may also like to read our articles about other useful WordPress plugins, including:
- Best WordPress SMTP Plugins
- Best ChatGPT Plugins
- Best WordPress GDPR Plugins
- Best WordPress 2FA Plugins
- Best WordPress Search Plugins
- Best WordPress AMP Plugins
- Best WordPress AI Plugins
- Best WordPress Membership Plugins
- Best WordPress Security Plugins
- Best WordPress SEO Plugins
Which WordPress CRM plugin helped you in managing your online business?
Let us know by leaving a comment below!