WordPress CRM for business management: 8 best plugins
Using WordPress, you can quickly create a professional website for your business. However, the platform will not provide you with tools that will help you manage your customers, track business directions, send invoices, etc. For this, you will need to use a customer relationship management (CRM) system, which includes WordPress CRM plugins.
With the right plugin, you can customize the powerful WordPress CRM. In this article, we will introduce you to eight major options, including:
- WP ERP
- Zero BS WordPress CRM
- WooCommerce Customer Relationship Management
- Brilliant Web-to-Lead for Salesforce
We will discuss what features each WordPress CRM plugin offers, and talk about who should use it. First, let’s talk about what CRM can do for you!
- What is a CRM system (and how can it help your business)?
- 8 WordPress CRM plugins to help you manage your business
What is a CRM system (and how can it help your business)?
Customer Relationship Management (CRM) software varies widely, but as a rule, it provides functionality critical for most companies. For example, one of the key aspects of many CRM platforms is that they allow you to store customer data, organize it, and search for information when you need it.
All this is in the basic version of CRM. But these days, most CRM tools contain many additional features to help you:
- Separate leads from existing customers. Thanks to CRM, you can filter out potential customers from existing ones so that you can more effectively target.
- Save contact information. Keeping track of your every customer’s contacts is essential to the success of any business.
- Manage accounting tasks. Some CMS allow you to track your income, expenses and even customer accounts.
- Measure key analytics. Thanks to the solid WordPress CRM, you can get an idea of the state of your business and analyze customer behavior.
If you think this is too much for one processing application, you are not mistaken. Companies invest a lot of money in CRM platforms to support their work. Here’s a quick example of what a dashboard looks like in Salesforce, one of the most popular CRM in the world:
In addition, this is just one tab. For a company that is engaged in large business, CRM can be much more extensive.
The problem is that most CRM solutions are quite expensive because they serve large enterprises and provide many features. This means that you will need to create ads if you want to set up CRM on a budget basis. For example, although WordPress does not include CRM functionality in the base version, you can customize WordPress CRM with the right plugin. This will save you a lot of money in a long (and short) run.
Before we introduce you to some of our favorite WordPress CRM options, you need to consider whether your business should really use this type of software. For example, if you juggle a large number of clients, CRM can definitely help you. However, for small companies with a modest customer base, using CRM can be excessive.
Of course, you can always start using CRM from the very beginning, if it fits into your budget. This way you can keep everything organized while your business grows in size and scope.
8 WordPress CRM plugins to help you manage your business
If you decide that CRM can be valuable to your company, the next step is to find the right software. In the following sections, we will talk about some of the individual WordPress CRM plugins, as well as some tools that will help you integrate the platform with third-party services.
1. WP ERP
WP ERP is one of the most popular CRM solutions for WordPress. This is also one of the plugins that offers what you can consider as a “full-fledged” CRM system. This system includes the basic functions of CRM, human resource management capabilities and even accounting functions.
In other words, with this plugin you can manage your customers and employees, as well as monitor where the money will go. This is quite a lot for one plugin, but WP ERP is up to the task.
What you don’t get with this plugin is a fancy interface, as most premium CRM platforms offer you. However, for a free plugin, it provides much more functionality than you might expect. In addition, it even offers a collection of paid extensions if you want your WordPress CRM to be at the next level, although the features included by default will be enough for a great amount of small businesses.
- Manage your customer relationships through the WordPress toolbar.
- Keep track of employee files and information.
- Track incoming and outgoing expenses.
- Support for over 44 currencies for your business expenses.
- Manage multiple branches from one panel.
Price: This is a free solution with several extensions.
2. Zero BS WordPress CRM
This WordPress CRM plugin not only has a catchy name, but also supports many additional features. As the name implies, Zero BS WordPress CRM is easy to set up, but it works great for both small and large businesses.
This plugin allows you to track all the information about your customers in WordPress. You can store locations and contact information, as well as add personal notes for each customer. However, where the plugin really shows itself in all its glory, it is in accounting.
With Zero BS WordPress CRM, you can see your gross and net income, track discounts, check unpaid invoices and much more. The plugin even allows you to keep track of how much money you get on average with each client. In general, this is a great solution if you are the kind of person who likes to check reports frequently.
- Store customer information with simple forms.
- Track all your business expenses and revenue streams, divided into categories.
- Check unpaid invoices.
- Control how much money you spend and earn on one client.
Price: This is a completely free solution.
3. WooCommerce Customer Relationship Manager
If you use WooCommerce for your online store, it is wise to use CRM. Depending on the size of your store, you can make tens, hundreds or even thousands of sales per month. With so much information, tracking customer information is becoming more important than ever.
The WooCommerce Customer Relationship Manager gives you access to several customer-oriented metrics, so you can always find out who your best customers are. It also allows you to easily contact them, and you can even designate those responsible for working with clients through the plugin.
However, our favorite feature is the fact that this solution allows you to add custom fields to the customer database. This means that you can choose exactly what information you will store, depending on the type of products or services that you sell.
- Get access to advanced metrics for each customer.
- Assign employees to monitor customers or potential customers.
- Add custom fields to your client files.
Price: This is a premium plugin and will cost you 70$ for a single site license.
4. Brilliant Web-to-Lead for Salesforce
So far, we have tested several fully functional WordPress CRM plugins. Now let’s talk about a tool that allows you to integrate your site with a third-party CRM, which in this case is Salesforce.
The plugin itself is called Brilliant Web-to-Lead for Salesforce, and it allows customers to enter their data into your WordPress website. The plugin then sends this data to Salesforce so that it can be saved and processed.
Users provide their data using a simple contact form that you can customize. By default, it includes only fields for phone numbers, names, and customer email. However, you can also include a field for the address if you want to save this data type.
As for WordPress CRM plugins, they are not much simpler than this. All you have to do is set up your form and put it on any page with a short code. You will also need a Salesforce account, so you can view their pricing plans before installing the plugin.
Finally, one quick warning – although the plugin is popular, it has not been updated for a while. Its key functionality will still work fine, but you better check it to be sure.
- Connect your WordPress website to your Salesforce account.
- Let customers send you their details using a simple contact form.
- Set up the fields that you want to include in the contact form.
Price: The plugin is free, while the minimum Salesforce plan starts at 25$ per user per month.
WP-CRM is pretty simple, especially compared to the other WordPress CRM plugins we’ve seen so far. It allows you to add attributes to your users in WordPress and filter them according to this data.
However, unlike the other plugins that we discussed, WP-CRM allows you to create any custom attribute you want. For example, if you run a business where you need to contact people by phone, you can save contact information for each user. When it comes to custom attributes, only your imagination is the limit.
The plugin also automatically creates charts that show you a breakdown of the attributes you want to track. All in all, this is a great option for supporting a user database. However, if you want to access more advanced features, you need to purchase premium premiums, so it’s best to consider this.
- Create a customer database with custom attributes.
- Configure any type of attribute you want and use it to filter the information you need.
- Get access to simple graphs representing your client’s breakdown.
Price: The WP-CRM plugin is free, but its add-ons require you to purchase licenses.
First, it’s important to explain that UkuuPeople is both a plugin and a platform. Anyone can install the plugin, but to use it you will also need to subscribe to the UkuuPeople tariff plan. It starts at 179$ a year for the most basic option.
UkuuPeople really allows you to achieve more with less. It allows you to store information about your customers and users and segment them in any categories that you want. As soon as they enter the system, UkuuPeople automatically monitors all your contacts.
To do this, UkuuPeople integrates with several popular platforms and tools, such as Gravity Forms, MailChimp, Google Apps, etc. If you interact with users through any of these solutions, UkuuPeople will record this information.
In addition, the platform also allows you to assign specific tasks to your team, schedule appointments and save payment data if your customers agree to this.
- Save information about your customers on the UkuuPeople platform.
- Segment your customers according to any metric you want.
- Integrate your UkuuPeople account with other WordPress plugins and third-party platforms such as MailChimp.
- Assign specific tasks to your team and schedule meetings.
Price: The UkuuPeople plugin is free, but the main account on the platform will cost you at least 179$ per year.
UpiCRM Plugin – Fully Built for Lead Management. Each time someone subscribes to your site or fills out one of your contact forms, the plugin will allow you to fix this “lead” to whoever you want.
With this plugin, you can also sort your leads according to their status, starting from the stages Received, Income and Completion. In total, there are ten different stages for which you can assign those responsible, so the plugin is ideal if you want everything to be as organized as possible.
Ultimately, the UpiCRM plugin will help you analyze the effectiveness of your conversion process. However, this is not the best option if you are looking for a CRM plugin for WordPress with advanced management features.
- Save your subscriptions in WordPress and leave them as leads.
- Classify your leads using ten different statuses.
- Assign Responsible in Your Team.
Price: This plugin can be downloaded and used for free.
Last but not least, let’s take a look at the vCita CRM & Lead Management Plugin for WordPress. The name is too long, so let’s agree to call it vCita. Like the Salesforce plugin, this tool allows you to connect your WordPress site to third-party CRM. In this case, CRM is vCita, and it is a pretty decent alternative to Salesforce.
With this CRM, you can store customer data, make appointments, and even set up general company events. vCita also allows you to collect credit card payments, send invoices and track receipts. In short, this is a complete batch solution.
In general, vCita offers many of the same features as other major CRMs, such as Salesforce. This begs the question, why use it if there is a more popular option? The main advantage is that it is much easier for beginners to deal with vCita. She also offers a $ 59 monthly plan that supports two additional users besides you.
For example, with Salesforce, a similar plan will cost you $ 75 per month. This way you can save money using vCita.
- Connect your WordPress website to your vCita account.
- Store all the information about your customers in one central database.
- Collect credit card payments, send invoices and track receipts.
- Planning interactions with clients and office events.
Price: vCita plugin is free, but an account on the platform will cost at least 29$ per month.
One of the most difficult aspects of doing business (offline or online) is tracking all the information about your customers. CRM solutions provide you with the tools you need to store all customer data in one place. They usually also offer additional features that make your life easier, such as integrated billing, income tracking, and more. Using the right CRM plugin for WordPress you can add all these features to your website in minutes.
Do you have questions about which WordPress CRM plugin is right for you? Let’s talk about them in the comments section below!