8 WordPress CRM Plugins To Manage Your Customers Better

January 27, 2023
8 WordPress CRM Plugins To Manage Your Customers Better

Customer relationship management (CRM) enables you to increase engagement with website users and grow your organization. It also allows you to effortlessly collect and maintain consumer information. While WordPress is a feature-rich platform, it does not have CRM capability. Third-party WordPress CRM plugins, fortunately, can address this problem.WordPress plugin creators have created solutions for storing and analyzing client data. These tools are known as WordPress CRM plugins. They assist you in effectively managing your consumers' information.


Top WordPress CRM Plugin Features

  • Contact Management- Manage all your contacts in one place, including contact information, notes, and communication history.
  • Analytics and reporting tools - A good CRM plugin should enable you to track business performance and evaluate client behaviour. Some plugins provide a simple reporting mechanism for creating bespoke reports.
  •  Lead Management- Track leads from initial contact to conversion, including lead scoring and segmentation.
  •  Automation- Automate repetitive tasks such as email campaigns, follow-ups, and lead nurturing.
  •  Reporting & Analytics- Generate reports and insights to measure the success of your campaigns and identify areas for improvement.
  • Integration- Integrate with other popular tools such as email marketing, social media, and payment processing.
  • Security-Ensure data security and privacy with secure authentication and encryption.


8 Best WordPress CRM Plugins for Better Customer Management

WordPress is a powerful platform for creating websites and managing content. It is also a great platform for managing customer relationships. There are several WordPress CRM plugins available that can help you manage your customers better. Here are 8 of the best WordPress CRM plugins that you can use to manage your customers better.


WP-CRM System- WP-CRM System is a comprehensive CRM plugin for WordPress. It allows you to manage customer contacts, track customer interactions, and manage customer relationships. It also includes features such as email marketing, lead tracking, and customer segmentation.


Salesforce CRM Plugin -Salesforce CRM plugins are software applications that extend the functionality of Salesforce CRM. They are designed to help businesses automate and streamline their sales, marketing, and customer service processes. Plugins can be used to integrate Salesforce with other applications, such as email marketing, customer relationship management (CRM), and analytics. They can also be used to customize the user interface, add new features, and improve the overall user experience.


Zoho CRM Plugin -Zoho CRM Plugins are a set of tools that allow you to extend the functionality of your Zoho CRM system. These plugins are designed to help you customize your CRM system to meet the specific needs of your business. With Zoho CRM Plugins, you can add features such as custom fields, custom reports, custom dashboards, and more. You can also integrate third-party applications and services with your Zoho CRM system. With Zoho CRM Plugins, you can make your CRM system more efficient and effective.


HubSpot CRM Plugin -HubSpot CRM plugins are tools that help you extend the functionality of your HubSpot CRM. They can help you automate tasks, integrate with other systems, and customize your CRM to fit your specific needs. Plugins can help you save time and money, and make your CRM more efficient and effective.


 Examples of HubSpot CRM plugins include

  • Automation plugins- Automate tasks such as lead scoring, lead routing, and email campaigns. Integration plugins: Connect your CRM with other systems such as Salesforce, MailChimp, and QuickBooks. 
  • Customization plugins- Customize your CRM with custom fields, custom views, and custom reports. 
  • Reporting plugins- Generate reports on your CRM data to gain insights into your sales and marketing performance. 
  •  Security plugins- Secure your CRM data with encryption, two-factor authentication, and other security measures.


FluentCRM- is a popular customer relationship management plugin for WordPress that allows users to quickly manage and track the effectiveness of their email campaigns. It has an easy-to-use setup procedure and a user-friendly dashboard, making it an excellent plugin for novices.


WP ERP- WP ERP is a corporate management tool package that comprises HR management software, accounting software, and CRM. The WP ERP CRM module, aimed at small and medium-sized organizations, contains various free features, including contact data that can be segmented by specific criteria, activity logs that are created automatically, and scheduling tools that allow you to plan meetings within the plugin. To automatically sync contacts from other programs like Gravity Forms, Mailchimp, and Zendesk, you must upgrade to the commercial edition of WP ERP. There are presently six paid extensions for the plugin's CRM module and numerous more for the accounting and HR modules.


CRM by Jetpack- Jetpack is a well-known business-oriented WordPress optimization, analytics, and security package. Jetpack CRM is a newcomer to the group, providing a CRM that can be accessed directly from your WordPress admin area. Jetpack CRM covers the majority of the capabilities your company requires to better analyze and monitor visitors, prospects, and customers. Users may create contacts from form replies, segment and tag contacts, and examine all interactions with each contact via logs.


UpiCRM- UpiCRM is a lead management tool designed specifically for WordPress websites. UpiCRM, which is free and simple to set up, is ideal for site owners looking for a lightweight solution with key CRM functions. With integrated intelligence and tracking tools, as well as collaboration and contact management capabilities, you can uncover the consumer data you're searching for and discover methods to optimize marketing and conversion outcomes.


Groundhog- Groundhog is a self-hosted WordPress CRM plugin that focuses on email marketing and Digital marketing automation to help you increase sales and strengthen customer connections. This SaaS CRM solution does not charge you additional costs depending on the number of contacts on your list; the monthly payment remains constant even as your list increases. The Groundhog plugin may assist you in capturing leads, creating and sending tailored emails and SMS messages, collecting customer data, and automating the complete customer experience.