A good Customer Relationship Management (CRM) software should always help you connect, manage, engage with your customers efficiently.
There are a lot of CRM solutions out there but many WordPress businesses prefer using a WordPress CRM plugin over a standalone solution.
This is because you can have all the features of a CRM right inside your WordPress without having to move back and forth between multiple tools and websites.
That being said, there are so many great WordPress CRM plugins that will be perfect for you. In this article, I’ll share some of the best WordPress CRM plugins you can use for your WordPress business to properly manage prospects and customers.
Let’s get started.
Choosing the right plugin from the list below depends on what features you need in a CRM plugin. Most of the WordPress CRM plugins come with all the bare minimum features required. But some plugins go the extra mile and offer advanced features.
Here’s the list of the best WordPress CRM plugins:
FluentCRM is an email marketing automation plugin for WordPress. With this plugin, you can send email campaigns, manage your leads and customers, send automated campaigns, and a lot more.
You can mass manage your email campaigns using FluentCRM’s campaign manager and also create high-converting emails.
The plugin also supports targeted email campaigns so that you can reach specific leads with the right offer.
Moreover, you can run A/B tests on your campaigns and get detailed insights and reports on their performance.
FluentCRM is not just about email marketing and sending campaigns. You can fully manage all your customers using this plugin.
You can get a quick overview of each user, track customers, and even log all customer activities. You can even segment contacts into different lists and assign tags to your list.
I can go on and on about the features of this plugin so here’s a quick overview of the different features of FluentCRM:
- Create high-converting emails
- Targeted email marketing
- A/B testing
- Campaign insights
- Campaign scheduling
- User activity monitoring
- Automated campaigns
- Lead segmentation
- Customer tracking
- Log contact activities
- Create conversion funnel
- Track funnel activities
- CRM reports
- Campaign analytics
Let’s now take a look at the pricing of this plugin:
As you can see from the above image, the plugin costs $129 annually for a single-site license. You can also get the 5-site or the 50-site license.
FluentCRM is an all-in-one CRM plugin for WordPress with advanced features and capabilities. With this plugin, you’ll be able to not only manage your contacts but communicate and engage with them in a much better way.
2. WP ERP
WP ERP is an open-source CRM plugin for WordPress built to streamline your process of managing and engaging with prospects.
With over 10k installs, this plugin is one of the most popular CRM plugins for WordPress.
The plugin has some really great and powerful features that make it the first choice of CRM for many WordPress users.
Starting with their clean and minimal dashboard which gives an overview of your contacts, companies, schedule, and more.
The plugin has smart contact management features that allow you to manage customers, leads, and subscribers effectively.
You can manage users using life stages which will allow you to prioritize important users and leads first. To make this even better, you can even add notes, reminders, comments, or any necessary information to a user’s profile helping you remember important stuff about that user.
The plugin lets you assign tasks to agents, schedule meetings or calls, and keep a log of different activities.
Lastly, you can also view reports to see the activity, customer growth, and more. This allows you to briefly understand your leads and clients and gain more context about their journey.
WP ERP is fully loaded with great features that you’d require in a CRM. Here are some of the key features of this WordPress plugin:
- User life stages
- Take user notes
- Built-in email communication
- Log different activities
- Schedule meetings or calls
- Assign tasks
- Advanced contact filtering
- Saved searches
- Manage B2B users
- Personalized communication
- Detailed reports
- Contact groups
Let’s talk about the pricing of this plugin:
The plugin costs $12.99 /month for a single user license. You can also pay $155.88 for a yearly license.
Besides this cost, there are additional extensions for CRM and HRM that you can purchase separately.
Overall, WP ERP is the perfect WordPress CRM plugin if you want to manage your leads and prospects entirely in WordPress in a simple manner.
The interface of the plugin is clean and minimal which makes it very easy to use. Moreover, it has all the features you’d need in a CRM.
Propvoice CRM is a promising client relationship management plugin for small to mid-level service agencies, including freelancers. The name of the plugin is a combination of ‘proposal’ and ‘invoice’.
It’s a self-hosted CRM solution that helps you automate various business-related tasks like managing leads, deals, estimates, sales, invoicing, projects, and getting paid.
This will give you relief from the worry of chaos and time wastage. Propvoice CRM comes with several core modules. They are Leads Management, Deals Management, Estimate Builder, Invoice Builder, Projects Management, Business Setup, and more.
The plugin collects leads through website forms. You can also manually import leads through CSV files. Its smart deal pipeline helps you nurture the leads for better conversions.
The Estimate module lets you send quotations to prospective clients. Once someone accepts it, you can start the billing process to get paid on time.
Propvoice has integrations with payment gateways and popular plugins and software like WooCommerce, Forms, Slack, Google Drive, etc., to facilitate your working process.
Here’s a short list of the key features of Propvoice CRM:
- Frontend view
- Deal pipeline
- Estimate Reminder
- Invoice Reminder
- Invoice Recurring
- Integrations with PayPal and Stripe
- Easy to copy invoice and estimate
- Tax and state tax
Propvoice CMR pricing:
Propvoice CRM has a free plugin on WordPress.org. Besides, it has yearly and lifetime pricing plans. Each one again has Freelancer and Agency plans.
The least expensive one is the Freelancer plan, $79/year. You can connect the Freelancer license to one domain only.
The Agency/year plan starts at $149/year. You can connect its license to ten separate domains.
4. Hubspot CRM
If you’re looking for a CRM, you’ve probably come across Hubspot CRM. It is one of the best CRM solutions out there. And guess what?
They even have a WordPress plugin for their CRM!
With the Hubspot CRM WordPress plugin, you can easily engage with your visitors using live chat and chatbots and convert them into leads.
Moreover, you can also create beautiful email newsletters inside WordPress and nurture those leads with automated email campaigns.
This can be done using their drag-and-drop email builder that allows you to create engaging emails for your leads. Besides this, Hubspot CRM also offers 20+ pre-designed templates that you can use.
Hubspot CRM plugin also allows you to manage your entire contact database and even group contacts with their list builder.
Lastly, the plugin comes with powerful built-in analytics and dashboards that allow you to view all kinds of reports and statistics.
You can view email analytics, traffic analytics, website analytics, and more. With these dashboards, you can get a clear view of how your chatbots, email forms, and popups are performing.
Here’s a quick rundown of the different features available in the Hubspot CRM WordPress plugin:
- Live chat
- Email newsletters
- Email builder
- Email templates
- List builder
- Contact grouping
- Real-time analytics
- Report Dashboards
- Forms and popups
- Form builder
- 400+ integrations
There’s no doubt that Hubspot CRM is jam-packed with all the features you’ll ever need in a CRM.
The best part about this plugin is that it’s completely free.
With such a powerful and free CRM plugin for WordPress, there’s no need to look for any other alternatives if this plugin has all the features you need.
5. JetPack CRM
JetPack CRM claims itself to be a no-nonsense CRM plugin for WordPress. It is very simple and easy to use CRM with advanced features and capabilities.
With JetPack CRM, you’ll be able to manage your contacts in a refined manner. You can view your contacts and get a clear view of all their recent activities and where they lie in the CRM lifecycle.
You can tag your contacts and even reach out to them to stay in touch.
JetPack CRM also comes with an in-built quote builder and an invoice builder so that you can create proposals and bill your clients quickly.
Besides that, the plugin also comes with a transaction builder where you can log all your transactions.
Here is a quick rundown of the features available in the JetPack CRM WordPress plugin:
- Contact management
- Quote builder
- Invoice builder
- Transaction management
- Client portal
- Front-end forms
- Task scheduler
- Activity log
- Client portal
- Social integration
- User roles
- CRM audit system
JetPack CRM plugin is available for free with some premium extensions for additional features.
Whether you’re a small business, an agency, or an e-commerce store, JetPack CRM is the perfect plugin for managing contacts.
With features like quote builder and invoice builder, this plugin is also a good choice for freelancers and agencies who work with clients.
6. vCita CRM
This plugin lets you generate and manage your leads and customers with ease. VCita CRM comes with lead capturing features allowing you to collect leads from your website.
With this CRM, you can also organize and manage all your contacts and leads. You can edit client information, social data, and more to keep them updated.
The plugin comes with an online calendar where you can invite your clients or leads for meetings. You can also use this calendar for scheduling appointments.
vCita CRM also lets you create professional invoices and send them over to your clients.
Here are the different features that come with this CRM plugin:
- Lead capturing
- CRM management
- Client management
- Client portal
- Online calendar
- Invoice templates
- Online payment collection
- Email marketing
- SMS marketing
- Translation ready
vCita CRM WordPress plugin is available for download for free and is a great choice if you work with clients.
Features such as sending invoices and collecting payments will come in handy if you’re a freelancer or an agency.
Groundhog is a CRM, email & marketing automation plugin for WordPress. The plugin lets you capture leads, send personalized emails, and convert them into customers.
You can send unlimited emails to your prospects or leads using this plugin. Moreover, you can also collect unlimited contacts.
The plugin also lets you create unlimited custom fields allowing you to expand and make this plugin work for you.
Groundhog CRM comes with an email builder that lets you create high converting and beautiful emails. With their automated funnel builder, you can even create a high-converting funnel.
Here are the features of Groundhog CRM WordPress plugin:
- Send unlimited emails
- Collect unlimited emails
- Deep WordPress integration
- Unlimited custom fields
- Drag-and-drop email builder
- Automated form builder
- Easy to use
- 25+ native integrations
- Lead source tracking
The plugin is completely free and designed for online creators, startups, and stores that want to convert their leads into customers.
The last plugin we have on our list is WP-CRM System. Developed by nofearinc, this CRM plugin for WordPress allows you to manage your customers and projects in one place.
You can easily create new contacts or import them from a csv file.
The plugin also lets you create multiple projects and assign tasks to different users.
Here is a rundown of the features available in this plugin:
- Easy to use
- Create contacts
- Import contacts
- Manage multiple projects
- Assign tasks
- Project notifications
Although this plugin is not as powerful or feature-heavy compared to the others in this list, it’s still a good and simple choice for users who don’t want to use plugins with so many features.
The plugin is available for free but has premium extensions available for additional features and integrations.
So these were the best WordPress CRM plugins that you can use to streamline your business and collect more leads and prospects.
With these plugins, you can easily manage all your contacts, engage with them, and convert them into customers.
Choosing the right plugin from this list can be confusing as all of them have good features. But at the end, the decision depends on what are your requirements and needs in a CRM plugin.
Based on that, you’ll be able to pick the right plugin for your business.
If you have any questions or doubts regarding any CRM plugin in this list, feel free to comment below.
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