True customer relationship management (CRM) software helps you understand your customers and engage with them throughout the entire customer lifecycle.

This is accomplished by collecting and analyzing lots of data. From prospecting to marketing to customer service, gathering and analyzing customer data can uncover problem areas and reveal hidden opportunities.

CRM software market size

CRM software market size

The CRM industry has always been seen as a growing market. Yet, because of the profitable results that businesses have seen, it’s actually become the biggest software market in the world. CRM sales are expected to expand at a compound annual growth rate of 14.2% by the time 2027 rolls around.

That’s where WordPress CRM plugins come into play.

How to Choose the Best WordPress CRM Plugin

A WordPress CRM plugin is one of those tools that every company eventually ends up getting. However, some businesses only need the bare minimum, while others require advanced field customizations and powerful integrations.

Quite a few CRM plugins are available to choose from, but we want to highlight the must-have features while completing your research for CRMs. Here’s what to look for:

CRM sales are expected to expand 14.2% by 2027 😱- which makes choosing the best WordPress CRM plugin an essential part of growing your business 📈Click to Tweet

Best WordPress CRM Plugins in 2020

To help you weed through all the options available, here are the top WordPress CRM plugins worth looking into (in no particular order).

1. WP ERP

WP ERP is a free plugin which combines both small and large enterprise with a CRM, HRM, and accounting solution. It currently has over 10,000 active installs with a good rating.

This WordPress CRM plugin is made up of different modules, one for their CRM functionality and the other for the HRM and Accounting solutions. They don’t have any limits on anything, so you can create as many entries as you want in all the modules.

WP ERP WordPress plugin

WP ERP WordPress plugin

You don’t have to pay anything to get started with the WP ERP plugin. The free version has the most important tools to help your business keep in touch with your customers and log those interactions. Some of the free elements include company information management, location tools, and a holiday calendar. You can also create contact groups and make notes in your customer profiles.

The premium version isn’t needed for all businesses, but it does offer premium support, lots of extensions, and elements like payment gateways and payroll tools. These plans start at $112 per year and go up to $714 per year for larger businesses and agencies.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

Most of the CRM features are included for free, so once again, we like this as a solution for the cost-conscience companies out there. It’s also a brilliant tool if you plan on having lots of integrations. For instance, it integrates with several email campaign managers, accounting tools, and payment gateways.

Finally, you may be able to completely get rid of your accounting software with the WP ERP plugin, seeing as how it has one built-in.

2. WordPress CRM Plugin

The WordPress CRM Plugin offers a fully-featured CRM that goes right in your WordPress dashboard. It’s free to download and use on your site, with the option to expand with paid addons like Zapier, WooCommerce, and Invoicing extensions.

A premium version is also available for $99 per year, and that gets you premium support and a package of extensions. It all depends on the features you need, so you may end up having to pay for something.

With the standard, core plugin, you have the ability to store an unlimited number of contacts in your database. The plugin has tools for managing projects, tracking your marketing, and setting individual tasks for your workers. It’s also nice that you can export or import your records at any time.

WordPress CRM WordPress plugin

WordPress CRM WordPress plugin

As mentioned, the WordPress CRM Plugin has a decent list of addons to choose from. Some companies may find that the core plugin is enough, but it’s nice to see that you can link to Dropbox, Slack, Ninja Forms, and many other plugins with the help of these extensions.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

The WordPress CRM Plugin has a free version with loads of features. Therefore, it looks like a keeper for brands on a budget. It’s also one of the simpler interfaces we’ve tested, making it ideal for those who are tired of the clunkier CRMs on the market.

We’d also recommend this CRM plugin to companies that want flexibility and extendability. The addons are affordable and always there for you to activate at a moment’s notice. From a Zendesk connection to an add-on for linking to MailChimp, these are add-ons that are bound to help your business. The best part is that you don’t have to pay for items you don’t need.

3. HubSpot

HubSpot’s WordPress plugin allows you to connect your WordPress website to the free HubSpot CRM so you can organize, track, and nurture your leads and customers. This plugin is far more than a CRM, with a full suite of features for making forms, running live chats on your website, and providing analytics. There’s even an email marketing tool for sending out automated emails and newsletters.

It all comes together in a nice package to engage visitors and build a beautiful customer management platform. HubSpot is known for its powerful marketing tools, so this is a wonderful opportunity to take advantage of some of the most advanced customer relationship tools on the market.

As mentioned, the CRM is completely free and it has a WordPress plugin to integrate with your current site. It only takes a few moments to configure your CRM online. Then, an interactive demo walks you through the beautiful dashboard with graphs and reports.

HubSpot WordPress plugin

HubSpot WordPress plugin

The CRM plugin comes with a free form builder that will capture your visitors’ submissions and automatically sync them with the CRM. And even if you’re using a different form tool like Gravity Forms or Ninja Forms, those leads will automatically be added to your contact list.

The form builder is nice for creating popups, banners, and embedded forms. Along with that valuable CRM, you get live chat and chatbots to connect with your prospects and personalize your conversations at scale. All chats are automatically logged in the CRM.

We also enjoy the built-in analytics with enriched data. The plugin automatically enriches a contact’s profile with public information from across the web, like with job titles and social profiles.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

HubSpot’s WordPress plugin is an interesting WordPress CRM solution because it offers free tools, but then it gets expensive for those who go beyond the limits. For instance, it’s not uncommon for small businesses to go beyond the 2,000 emails per month maximum. However, the price spikes dramatically after that, with cheaper email marketing solutions outside of HubSpot.

With that said, some companies actually find that it’s a cheaper option if they’re using all of the CRM and marketing tools in the HubSpot suite. In short, HubSpot isn’t a small expense for smaller businesses, but rapidly growing companies with solid cash flow will see this as a powerful ally.

4. Web-to-Lead for Salesforce

Salesforce is probably the most widely known CRM solution around. Used by businesses large and small, it’s a powerhouse option with a slick design and robust functionality.

One of Salesforce’s major advantages is that everything is stored in the cloud, so you can access it via web or mobile. They now have a Web-to-Lead for Salesforce plugin.

Brilliant Web-to-Lead for Salesforce WordPress plugin

Brilliant Web-to-Lead for Salesforce WordPress plugin

This CRM plugin allows you to collect leads through your WordPress site and feed them directly to your Salesforce account. Previously, users had to endure the arduous task of copying and pasting information from one program to the other.

The main drawback here is that you need to use two tools for CRM. It would be ideal to save and manage customer information directly in WordPress, but this is a nice first step in the meantime.

The plugin itself is free, however, it does require a premium Salesforce account for the integration to work.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

Salesforce has a learning curve and a moderately high price tag. However, it quickly pays for itself if you implement it properly. It doesn’t matter how big your business is since Salesforce is useful for incorporating all sorts of sales and customer relationship tools into your business. Overall, we like the CRM as an all-in-one solution that helps viable businesses scale fast.

If you’re a smaller business without much cash flow, some of the free plugins are better options for you. Also, keep in mind that the Salesforce WordPress plugin doesn’t do anything unless you have a Salesforce plan.

5. Bitrix24 CRM

The free Bitrix24 CRM tool can also be another good WordPress CRM solution. This isn’t technically a plugin but rather an integration that’s been designed specifically for WordPress.

It stores contacts in your WordPress user database and you have the ability to add contacts manually or capture them automatically through a lead generation form on your website. If you’re uncomfortable with the idea of your prospects and customers being designated as users, you may rest a little easier knowing you can specify the default role that’s assigned to them.

Advanced options also let you designate which fields are required. With Bitrix24 CRM, you can conveniently edit forms and manage contacts from within your WordPress admin. Each contact record can be categorized by contact type and has a correspondence thread, so you can keep track of every interaction. A big advantage of this tool is the support options. The developers have a robust support area on their website as well as a blog.

Bitrix24 CRM

Bitrix24 CRM for WordPress

We suggest that you test out Bitrix24 CRM to see if it does the trick for your organization. Based on the online reviews, some users love it, while other people prefer other options. The main benefits include the fact that it’s entirely free and all of the tools are consolidated into the WordPress dashboard. Therefore, you don’t have to move to another platform to manage your customers.

Quite a few apps are also available for you to use with Bitrix24 CRM. Some are free, while others require payment. A few of the apps we took notice of include the Events Calendar, ClickSend SMS, and CallingBot24 apps. Many of the apps seem to tie right into client management, where they’re designed to either help a salesperson become more productive or for analyzing data about your customers.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

Bitrix24 CRM looks like a solid choice for those who want a free CRM. There aren’t many upsells besides the apps, so most of the features are built into the core plugin. Not to mention, many of the apps are free to download. It’s also great for those who don’t have any interest in a second CRM dashboard. This is a plugin that does all the work in your WordPress dashboard, making for an interface that people are accustomed to.

Finally, the reports are incredibly powerful in Bitrix24 CRM. You can make unlimited records and custom fields, while generating complex reports for your stakeholders, without any problems when sharing the documents. You also have access to invoicing and email marketing features, making it more of a full CRM and marketing suite than just a CRM.

6. Contact Form 7 Zoho

Zoho CRM doesn’t have an official WordPress plugin, but there are several third-party WordPress plugins to help you integrate with the affordable and powerful Zoho CRM tool. Zoho is known for its comprehensive suite of marketing and business management products. It’s similar to G Suite, as it offers email accounts, CRMs, invoicing, document storage, and more.

This is a highly rated WordPress plugin that links the Zoho CRM suite to your Contact Form 7 plugin, syncing your contact form submissions with the CRM. In short, you create a contact form with Contact Form 7 as you usually would, but it makes sense to focus on lead generation as opposed to a simple contact form. Then, a submitted form gets sent directly to Zoho, where all the information is logged and saved for later.

Contact Form 7 Zoho WordPress plugin

Contact Form 7 Zoho WordPress plugin

The core plugin listed on the WordPress Plugin Repository is free. However, you have the option to upgrade for premium support and additional features. The pricing for the premium version starts at $59 and goes up to $149 for 25 sites. The setup is easy, especially for current Zoho users. It’s also nice to see that there are plenty of custom fields and filters for creating your contact forms and filtering the lists.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

It’s easy to decide on who should consider the Contact Form 7 Zoho plugin. If you’re already using one of Zoho’s products, think about this plugin for your CRM. It also seems like a no-brainer if you’re already utilizing the Contact Form 7 plugin on your WordPress website.

Zoho CRM has several plans. In terms of premium CRM options, Zoho is by far the least expensive. It packs an incredible list of features into the CRM and you receive top-notch customer support.

7. Lead Form Data Collection to CRM

Hundreds, if not thousands, of CRM software, are available for collecting contacts, managing them, and understanding where they are in the customer lifecycle journey. However, the big problem is often finding an integration for your website, whether it be WordPress or any other site builder.

The Lead Form Data Collection to CRM plugin solves this problem for some of the most popular CRMs on the market and WordPress websites. This doesn’t mean every CRM in the world can link to the plugin, but there’s a good chance you could make it work, depending on the CRM.

Lead Form Data Collection to CRM WordPress plugin

Lead Form Data Collection to CRM WordPress plugin

As an example, this plugin supports options like Vtiger, Freshsales, SugarCRM, Salesforce, and Zoho. We’ve already highlighted Salesforce and Zoho on this list, but this is another option to consider if you utilize those CRMs.

What’s more, is that you do have access to the API if you’d like to integrate this plugin with yet another CRM.

What’s interesting about this plugin is that it’s basically just a connection between WordPress and the CRM. However, the Lead Form Data Collection to CRM plugin takes that simple task and does a great job with it.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

The Lead Form Data Collection to CRM plugin is essential for brands that use powerful CRMs but don’t have a direct connection to their WordPress websites. This is a plugin that makes sense for those who are already using CRMs like SugarCRM or Zoho CRM.

As for pricing, this shouldn’t scare anyone away from the plugin, seeing as how the core plugin is free and the premium version is affordable. Overall, we’d recommend the plugin for those who need forms to collect data and send it to their third-party CRM. It also looks like a keeper for companies in need of data capture in WooCommerce, especially for abandoned carts.

8. WooCommerce Customer Relationship Manager

If you use WooCommerce to sell anything from your WordPress site, you’ll want to take a look at the premium WooCommerce CRM (customer relationship manager) plugin.

In addition to having a place for the usual contact management information, this plugin lets you track orders, add customer notes, send emails and even make calls from the WordPress admin.

Yes, you read that correctly. You can pull up a contact, add a new call task to their file, and place the call from the contact record. It even has a call timer if you want to analyze your call data.

WooCommerce Customer Relationship Manager WordPress plugin

WooCommerce Customer Relationship Manager WordPress plugin

Because this plugin is meant to integrate with WooCommerce, it doesn’t work as a standalone solution. You currently can’t feed customer information into the database through web forms. But it is worth mentioning that WooCommerce is free to download. So, if you do sell products online, it might be worth looking into.

For even more awesome plugins to manage your customers in WooCommerce, take a look at our other guide on the best WooCommerce CRM options for efficient WordPress stores

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

The WooCommerce Customer Relationship Manager isn’t the cheapest on this list, but it does sell for a one-time price. Some alternatives require monthly payments, so you’re at least ridding yourself of that commitment. This is a premium plugin for WooCommerce, so if you’re on a strict budget, skip this plugin. If you don’t use WooCommerce, there’s no need to get this plugin.

However, if you want a high-quality CRM, you run a WooCommerce site, and you have $90 to spare, we highly recommend considering the WooCommerce Customer Relationship Manager. It’s a sleek, all-around solution for WordPress users. There are far more features packed into this plugin than you would find in a free plugin.

9. UpiCRM

UpiCRM is a completely free WordPress CRM and lead management solution. This is a fairly new plugin, but it’s already turning out to be very popular, with respectable ratings and a few thousand installations.

It’s also useful because if you do eventually decide to upgrade to a premium CRM, the UpiCRM WordPress plugin provides a bulk export feature for transferring out all of your contacts into another system.

The primary functionality involves creating contact forms and collecting leads to go into your database. One of the reasons we really enjoy this plugin is because it automatically links to several websites for aggregating the data collection from multiple sources. You’ll also notice that the integration options are superior to the competition, with connections to other CRMs, WordPress plugins, and Google Drive.

UPiCRM WordPress plugin

UPiCRM WordPress plugin

UpiCRM is compatible with your existing contact form plugins, such as Contact Form 7, Gravity Forms, and Ninja Forms. UpiCRM has an import process that maps your existing database/forms fields in order to create a new single, central, unified database of all your leads right within your WordPress dashboard. Some additional features include:

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

To call this a barebones CRM would be an understatement. It’s a simplistic tool for collecting lead information and placing that information into a database. The mobile support is strong, but you shouldn’t expect any advanced designs to start off with.

We like the UpiCRM plugin for those who don’t want to pay anything for a WordPress CRM solution. It’s also nice for those who don’t need all the bells and whistles from more advanced CRMs.

Finally, developers may find this plugin useful, since you can customize just about every element of the forms and databases.

10. Presspoint

Formerly PauPress and relaunched as Presspoint CRM back in October 2014, Presspoint is a premium WordPress plugin sold on its own website. Having said that, it is a 100% native and robust WordPress CRM solution.

Supercharge your business with the right CRM plugin, powered by our lightning-fast servers and world-class support from WordPress experts available 24/7. Check out our plans.

Presspoint lets you do a lot more beyond capturing and storing customer data. It also integrates with ecommerce, memberships, email marketing, and more, all within the WordPress admin. Not only is the plugin feature-rich, but it also allows for complex queries and reports.

You can use reports to simply mine the data or to perform bulk actions such as editing or mailing. The interface blends seamlessly with WordPress, so it should be intuitive to use and navigate.

Presspoint WordPress plugin

Presspoint WordPress plugin

As for pricing, the plugin is sold as a SaaS with a sales team ready to walk you through a demo and give you pricing. This is an old school way of doing things, but we do like the software, so it may be worth it for you. Keep in mind that Presspoint is a CRM for serious businesses with cashflow. Expect to pay over $500 per year after going through a free demo.

There aren’t any monthly plans to choose from and you shouldn’t expect to get anything free out of this CRM. Overall, it’s a premium CRM with an incredible number of features packed into the suite, similar to SalesForce. From advanced customer profiles to content restriction, and emails to user directories, the Presspoint plugin is one of the most feature-rich CRMs that you can choose.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

The Presspoint WordPress plugin is for legitimate businesses that need high-powered, yet simple user management. Skip Presspoint if you’re looking for the cheapest CRM on the market. Rapidly scaling businesses will like Presspoint, considering it has a decent price point and the tools are excellent for rapid contact management.

For example, the smart search and filtering tools work wonders when it comes to finding contacts in a flash. We also like it for those who want to sell items and events through their CRM. It’s kind of like an ecommerce tool and customer management tool in one.

11. WP smart CRM & Invoices FREE

With a name that gets right to the point, the WP smart CRM & Invoices FREE WordPress plugin is a less popular, yet respectable, option when it comes to running a CRM in your WordPress dashboard. The plugin covers more than your standard CRM, with an impressive collection of office and business management tools. Some of these include the customer archive grid, a notification system, and a beautiful module for organizing your contacts for future messaging.

The plugin also serves as a to-do list and invoicing system, allowing companies to complete multiple tasks from the same dashboard and not spend a dime doing it.

Yes, the core WP smart CRM & Invoices plugin is free, but there’s also a Pro Version that sells for a little over $100 per year. The payment covers premium customer support, multipage invoices, file uploads, a full-page layout, and much more for your CRM and invoicing needs.

WP smart CRM & Invoices FREE WordPress plugin

WP smart CRM & Invoices FREE WordPress plugin

The developers have provided a full free demo on the WordPress Repository page. It’s also important to note that the Pro Version supports a handful of currencies, including USD, GPB, and EUR. This works nicely for sending out invoices to the contacts in your CRM, regardless of where you’re located and running your business.

Some of the other plugins from this developer integrate nicely with the CRM and Invoice plugin. For instance, you could opt for other plugins for WooCommerce or a customer service agent option.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

The core CRM is free, so that’ll figure into some decisions on whether or not to download and install the WP smart CRM & Invoices plugin. You’re taking a risk by using a plugin that’s not as field-tested as the competition, but current reviews are positive, and the interface is a dream for people who don’t want too much clutter in the dashboard.

As for a direct recommendation, the WP smart CRM & Invoices plugin appears to be the best solution if you need both a CRM and an invoicing tool in your WordPress dashboard. The features aren’t necessarily better than other options on this list, but the CRM is simple, clean, and it provides that bonus of the invoicing module.

12. WP Fusion

WP Fusion is a premium WordPress plugin that connects what happens on your website to your CRM. You can use WP Fusion to build a membership site, keep your customers’ information in sync, capture new leads, record e-commerce transactions. There’s a Lite version to download for free. This version syncs your contacts and user management items between your WordPress site and the third-party CRM of your choice.

Therefore, it’s not exactly a full CRM system, but rather a link to your WordPress site and the CRM you want to go with. However, the plugin does have a handful of basic CRM features included, such as automatic contact creation and access restriction for your site and database.

WP Fusion WordPress plugin

WP Fusion WordPress plugin

A few of the CRMs in this article integrate nicely with the WP Fusion plugin. The supported CRM list from WP Fusion includes the following:

As you can see, not all of the services and plugins on the above list would be considered CRMs by the average consumer. For instance, AWeber is more of an email marketing tool with a contact database. However, the WP Fusion team is simply making the point that the plugin integrates with a wide range of contact management tools.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

For companies that want the simplest CRM possible, this is an interesting option. You can create contacts, add tags to those contacts, and build forms with custom fields. If that’s what you require, consider WP Fusion as your CRM.

The primary reason you would sign up for WP Fusion is if you’re already using a CRM and would like to make a seamless connection to your WordPress site. That’s the main purpose of WP Fusion.

So, if you’re utilizing a CRM that doesn’t work well with WordPress, this is a must-have. Keep in mind, the WP Fusion plugin is a more expensive tool, so we only recommend it if you’re willing to pay a higher one-time fee.

13. vCita CRM

The vCita CRM boasts a heavy-duty feature list and it works for just about any website platform you want. It also provides a WordPress integration, making it particularly exciting for those currently working with WordPress sites. Keep in mind, that vCita CRM only sells as a premium solution. Yes, you receive a 14-day free trial, but after that, the pricing starts at $19 per month. The $45 per month plan actually includes the best CRM features.

The CRM gives you the tools to store all contacts in one place, with an in-depth view of each customer to understand what they want and how they shop. The vCita CRM also provides a mobile interface for running your business on-the-go and checking in when customers need your help.

vCita CRM WordPress plugin

vCita CRM WordPress plugin

It’s accurate to say that the vCita CRM is a complete powerhouse. It has the tools you need to boost your team’s productivity, but it also remains modern and intuitive for quickly adding notes to profiles and modifying customer modules. You’ll even receive a client portal so that all of your customers can go on your website to make changes to their profiles, send in payments to your company, and share documents if needed.

The customer follow-ups are extremely useful for some businesses, especially if you’re running a sales team or if you book appointments. For instance, a doctor’s office could potentially use the vCita CRM for running their calendar for appointments. The same can be said for if you need a schedule for running software demos or something similar.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

Consider vCita CRM if you’re looking for more of an all-in-one office management solution. Yes, the CRM is great for people who want beautiful interfaces. However, the multiple other parts of the suite are integrated into that CRM core. Therefore, you can schedule appointments, collect leads, and send out marketing messages all with the same tool.

This is in no way a budget CRM, but it lands in the middle of the free WordPress plugins without much functionality and the extremely complicated CRMs that larger businesses use. So, if you want several solutions packaged in with your CRM, vCita CRM is the place to go.

14. Groundhogg — Marketing Automation & CRM for WordPress

Groundhogg is a self-hosted CRM and Marketing Automation plugin designed to simplify, consolidate, and automate sales and marketing for businesses that use WordPress. Thanks to this CRM, you can guide your customers through the sales pipeline automatically with funnels, email marketing, CRM, and more.

Groundhogg

Groundhogg WordPress plugin

The free version of Groundhogg allows you to build forms, write personalized emails, build timed drip funnels, segment your contacts, and use the fully functional CRM to help you keep track of your customers.

It’s a freemium business model, meaning you can get started for free and upgrade to a paid plan when you want more features. You can download some of their 40+ extensions which will allow you to integrate with the most popular WordPress plugins and services as well as add additional features like collecting payments and conditional funnel logic.

Features That Make This a Great WordPress CRM Plugin

Who Should Consider This WordPress CRM?

Groundhogg is an intriguing CRM for all users, since it’s open source, has a large community, and the premium features are supported by a dedicated team. Not only that, but you receive a long list of integrations to choose from.

Groundhogg is not the cheapest CRM on this list. However, you’re paying for professional customer support, access to the community, and features that are tested and improved on a regular basis. If this puts your worries at ease, we highly recommend the Groundhogg CRM.

Get the data you need to grow your business with these WordPress CRM plugins 🚀Click to Tweet

Summary

Once you start building a customer base with your site, it’s critical to have a WordPress CRM solution in place that can help you build future business. The more you know about your customers, the better positioned you are to provide the products, services, and the customer support they need.

CRM solutions can also be invaluable for highlighting under-performing customer segments and growth opportunities. We’ve only covered a handful of options above.

There are others on the market, with additional solutions being developed every day. We would love to hear what you’re using to manage customer information and engagement. Share your experiences in the comments below!


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