Top 12 WordPress CRM Plugins to Supercharge Your Business

Updated on July 11, 2017

True customer relationship management (CRM) 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. The CRM industry is growing at a rapid pace, as more businesses implement CRM solutions into their workflows. In 2008, CRM spend was forecasted to reach $18 billion by 2016, but a recent report by Gartner shows the growth has doubled and is now expected to be more than $36 billion in 2017.

As WordPress becomes more powerful and multi-faceted, plugin developers are creating a plethora of tools that solve business needs in new ways. WordPress is no longer just a blog and in some cases, you might be able to integrate your entire CRM solution into it.

WordPress CRM Plugins Index

To help you weed through all the options available, here are 12 WordPress CRM plugins worth looking into (in no particular order).

1. Zero BS CRM

Zero BS CRM, developed by Epic Plugins, takes a unique hybrid approach. You self-host your own CRM, own your data, choose your features, and pay very, very little for exactly the CRM you need with their set of extensions. It currently has over 100 active installs with a 5 out of 5-star rating. Even though it is fairly new, these guys are not newcomers to the WordPress space and have built 50+ plugins and 10+ themes. Don’t let the name fool you, this plugin is also very actively updated with new features as v2 was just released.

zero bs wordpress crm plugin

Zero BS WordPress CRM

This Zero BS WordPress CRM allows you to easily manage customers, create customer invoices, and send and maintain quotes completely free. They also have some pretty nifty extensions. Their sales dashboard extension looks almost identical to Baremetrics, which most of you are probably familiar with. They also have the following extensions:

  • Gravity Forms
  • Mail Campaigns
  • PayPal Sync
  • Simple CSV Importer
  • Woo Sync

Make sure to check out our more in-depth review of Zero BS CRM.

2. 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 1,000 active installs with an impressive 5 out of 5-star rating.

wp erp

WP ERP

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

  • Support for 44 currencies
  • Customization options for WordPress dashboard
  • Multiple listing types such as leads, opportunities, customers, and companies
  • Ability to add notes for each lead and define access permissions
  • Built-in email communication system and notifications
  • Group contacts

3. WordPress-to-Lead for Salesforce CRM

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 have now a WordPress-to-lead for Salesforce CRM plugin. It currently has over 8,000 active installs with a 4.3 out of 5-star rating.

salesforce wordpress crm

WordPress-to-lead for Salesforce CRM

The WordPress-to-Lead for Salesforce 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.

4. WP-CRM

The free WP-CRM plugin can also be another good WordPress CRM solution. It currently has over 5,000 active installs with a 3.6 out of 5-star rating.

wp crm

WP-CRM

The plugin stores contacts in your WordPress user database. 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.

The lead forms are easily customizable. Not sure what lead data you should be collecting? Check out these 9 mission critical lead generation metrics you need to track.

Advanced options also let you designate which fields are required. With WP-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. One plus with this plugin is the support options. Usability Dynamics has a robust support forum on their website as well as a LinkedIn group.

5. DX Sales CRM

The DX Sales CRM plugin is a brand new free WordPress CRM solution. The reason we are including this is because it is being developed by the team over at DevriX, which has a long-standing history of excellent WordPress development. We are excited to see how this one progresses.

dx sales crm

DX Sales CRM

DX Sales CRM offers you one main location for your contacts and leads. It allows you to see how many sales you close each week. It works on all devices and some of its features include:

  • Find project and company details for each of your customer.
  • Create detailed and searchable client and customer contact records in seconds.
  • Create and download progress report, including when it is probably going to close.

If you are tired with your current WordPress CRM solution, this might be a good new one to try!

6. WordPress Leads

WordPress Leads is a great free plugin for people who want to track how individual users interact with their sites. Contacts are stored as custom post types within WordPress and the admin options are easily accessible from the left menu.

wordpress leads

WordPress Leads

The beauty of this plugin is that it shows each lead’s activity prior to submitting a form. That goes a long way to helping you understand customers’ decision process before converting. It also collects geographic data and pulls in associated social media and websites for each contact.

Knowing each contact’s social media habits unlocks a whole new level of information. If you know, for example, that a large segment of your prospects and customers are on Twitter, you might consider advertising or testing outreach campaigns there.

Unlike some plugins that require you use their form shortcodes, WordPress Leads integrates with any contact form plugin. If you’re looking for more advanced features and reporting, this plugin may not fit the bill. But it does provide the option to integrate with third-party CRM tools.

Make sure to check out our in-depth WordPress Leads review.

7. 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.

woocommerce crm

WooCommerce CRM

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.

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.

8. UpiCRM

UpiCRM is a completely free WordPress CRM and lead management solution. This is a fairly new plugin, but already turning out to be very popular. It currently has over 1,000 active installs with a 4.8 out of 5-star rating.

upicrm

UPiCRM

UpiCRM is compatible with your existing contact form plugins, such as Contact Form 7, Gravity Forms, and Ninja Forms. UpiCRM has an import process which 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:

  • Track leads and sources up through the closing process
  • Assign leads to any member of your team
  • Ability to track traffic sources for leads, including custom UTM parameters
  • Beautiful dashboards and KPIs so fewer reports are needed

9. Presspoint CRM

Presspoint CRM was previously PauPress and relaunched as Presspoint CRM back in October 2014. Presspoint isn’t in the repository, as it is a premium solution. It is a 100% native and robust WordPress CRM solution.

presspoint crm

Presspoint CRM

Presspoint CRM lets you do a lot more beyond capturing and storing customer data. It also integrates e-commerce, memberships, e-mail 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.

10. UkuuPeople

UkuuPeople is a CRM plugin that focuses on simplicity. Let’s be honest, a lot of CRM solutions are clunky, complicated, and confusing. It only has a little over 600 active installs, but an impressive 5 out of 5-star rating.

ukuupeople crm

UkuuPeople CRM

UkuuPeople ties all your contacts together into one elegant master list. You can segment people into what they call “tribes” and group them based on relevancy. They boast a lot of integrations and have a ton of their own add-ons. Some additional features include:

  • Tracking relationship activity
  • Attaching files to records
  • View upcoming schedules and favorite contacts
  • Schedule meetings and assign them to members of your team
  • Very tight email list building integrations
  • Ability to share relationship data

11. WP Fusion

WP Fusion is a premium WordPress plugin that connects what happens on your website to your CRM.

wp fusion crm

WP Fusion

You can use WP Fusion to build a membership site, keep your customers’ information in sync, capture new leads, record e-commerce transactions. Some of its features include:

  • Tight integration of all data in CRM with WordPress data (syncing)
  • Uses tags from your CRM to lock pages within WordPress creating simple to use membership websites
  • Integrations with WooCommerce and Easy Digital Downloads
  • Integrations with learning management systems such as LifterLMS and LearnDash

12. WP-CRM System

And last but not least, we have WP-CRM System, which is a free WordPress CRM plugin that allows you to manage your customers, projects, and tasks with ease. It’s also available in Spanish, Russian, and Polish.

wp-crm system

WP-CRM System

WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your company access the data in the CRM. Some of its features include:

  • Managing projects
  • Tracking marketing campaigns for conversions
  • Assigning individual tasks

There are also premium extensions to further extend the CRM, such as email notifications, client area, Slack notifications, form integrations, Zendesk integration, custom fields, invoicing, and even syncing with your MailChimp list.

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, service, and 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!

This article was written by Brian Jackson
Brian focuses on our inbound marketing efforts; everything from developing new online growth strategies, content creation, technical SEO, and outreach within the WordPress community. He has a huge passion for WordPress, has been using it for 8+ years, and even develops a couple premium plugins. Brian enjoys blogging, movies, bike rides, and flipping websites.

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  1. Gravatar for this comment's author
    Spencer Hill July 15, 2014 at 1:31 am

    Hey Thomas, would you consider reviewing our CRM Plugin we just released? We’ve worked closely with the lead developer at PauPress and WP-CRM, and use WooCommerce heavily, before we created this Plugin: CRM by TPC: http://www.wordpress.org/plugins/crm-by-tpc/

    1. Gravatar for this comment's author
      MyTechReport August 17, 2014 at 6:01 am

      I saw your comment and wanted to invite you to add a review of your plugin to http://mytechreport.com

    2. Gravatar for this comment's author
      Robert Morrison December 3, 2014 at 4:53 pm

      Spencer I am interested in your CRM for a number of my clients can you contact me for a DEMO

      Robert Morrison 508 308 9332
      robert@robertmorrisoncreative.com

  2. Gravatar for this comment's author
    VWFeature July 28, 2014 at 6:55 pm

    Hey you don’t mention how/whether any of these handle emails…..

    1. Gravatar for this comment's author
      Mark Gavalda July 29, 2014 at 9:29 am

      I think outbound emails are handled pretty straightforward with these plugins, inbound email could be difficult to integrate if they support it at all. You’ll have to get in touch with the authors to explore this feature! Thanks for stopping by!

  3. Gravatar for this comment's author
    julienjacob September 10, 2014 at 3:34 pm

    Hi, do you know if any of those allow to create forms where users sign in with Linkedin, store the linkedinID and possibly get the data returned by the API stored in wordpress?

    1. Gravatar for this comment's author
      Joe Fletcher April 13, 2017 at 12:32 pm

      I recently looked for a “subscribe by LinkedIn” type plugin, but couldn’t find it. I read somewhere it increases conversions if users have the option to sign in with LinkedIn or other social networks they may already be signed into. If anyone knows of one, please post here.

  4. Gravatar for this comment's author
    marisqa September 18, 2014 at 9:56 pm

    Hi Thomas! I was researching some of these and I find there to be a great need in the WP space for a fully functioning robust industry standard CRM. I’ve worked with CiviCRM for quite some time with WordPress and though it’s really awesome we’ve had to partner with developers to adapt it to WordPress. And there’s no form integration (there is for drupal). If you would like to chat sometime with our team it might be interesting to you – we’re trying to develop CiviCRM to be a simply beautiful WordPress plugin (it’s not a plugin right now). We also want the core functionality to be free. If anyone wants to be kept up to date about this plugin, please let me know you can sign up to be notified of its release.

    1. Gravatar for this comment's author
      sharmauiuc June 17, 2015 at 3:10 pm

      Hi, I would be interested in finding more about the plugin and would not mind giving it a try. If it is ready. Let me know if you would be interested in providing more information

      1. Gravatar for this comment's author
        marisqa June 17, 2015 at 3:42 pm

        Hi Sharmauiuc! There have been a lot of changes in the last 9 months. We made some beautiful extensions for CiviCRM for the WordPress community (like gravity forms – more info here: CiviVIP’s URL is here: http://civivip.com/), and we developed a simpler WordPress CRM called UkuuPeople, available here: https://wordpress.org/plugins/…. UkuuPeople integrates directly with the wordpress site’s database, and is much simpler to install and configure. We are very responsive to feedback on functionality and have made a number of changes based on user feedback already to make it a better plugin.

    2. Gravatar for this comment's author
      greg February 29, 2016 at 8:56 am

      Hi Marisqa, I create sustainable businesses in Africa/Philippines and am in the process of setting up WordPress to show people the work that we are doing. Though we are not a charity we donate a lot to get communities started. I am looking for a free CRM solution that we can use till the businesses we start can afford to pay something. More importantly though I am looking for like minded people who are willing to help in a way that is sustainable and not dependent solely on charity. Your project seems to fit in with our goals and if you are interested I would like to correspond to see if we can take this further. We have practical projects on the ground right now. For example we are helping neonatal clinics in Ghana save money on vaccines they give babies, helping prevent malaria, and supporting a fantastic group that helps keep girls in school an extra three months a year so they can graduate.

  5. Gravatar for this comment's author
    Julie Moffat October 16, 2014 at 3:23 pm

    I just downloaded the Woocommerce Customer Relationship Manage. Was all excited that it might make calls from within the admin. Then realized it’s not so simple. First, it took forever to figure out where it was pulling customer info from. (The Call button only shows up if there is a phone number associated with the customer.) I can’t find an edit button for anyone in the customer list to add a phone number. How on earth can you ‘manage’ customers without being able to ‘edit’ customers. Even if I go into the database and edit the wp_wc_crm_customers table to add my phone number to an entry (that seemed to come from one of my paypal sandbox test orders), that table gets overwritten every time I load the Customer page in the admin. Had to dig into wp_postmeta and even into the wp_users to finally find and update the billing phone for those posts. Then when I go to Place Call it wants me to choose an application. I’m on a mac, so it offers the Communicator, not anything I’ve used and not sure I want to log in. In any case the client I’m setting up the admin for doesn’t have a mac. What tool would he use? Would be perfect to tie this to Google voice so he can use the business number he set up there. But where would I find out how to do that?

    I must say the screen shots make this look like a fabulous tool. But upon investigation it’s not at all intuitively obvious how to actually see/edit any useful information. And reading the comments on codecanyon I’m surprised at some of the author’s comments about what it can’t do (but I think should). Do you have any links for tutorials or how to’s on this one?

    1. Gravatar for this comment's author
      Dietmar Reigber December 21, 2015 at 10:14 am

      Hi Julie,
      i bought the plugin you mentioned several weeks ago and some of the points you have mentioned, I reported them as bugs. Unfortunately support responds every 3-4 days only and we are not really progressing. I expected to get as what was shown on the screenshots and on my side also, the edit buttons do not work and some other buttons are also missing. I just need a simple CRM that works with Woocommerce so that we can have an overview of clients. Did you stay with that plugin or find an alternative solution?

      1. Gravatar for this comment's author
        Mark Shannon February 29, 2016 at 5:08 am

        I bought the same plugin and it crashed my site. After they fixed it from several months where it wouldn’t work at all. I started looking at their support forum on code canyon and saw that many other people had the same issue. So I decided to abandon it and ask for a refund from envato. They replied back and basically said no. I will never buy another plugin from envato for myself or any of my clients. Envato and the plugin developer have horrible customer service. It’s a bit ironic that a crm plugin dev would have such terrible customer service.

  6. Gravatar for this comment's author
    Richard Mathis May 2, 2015 at 10:39 am

    Lots of businesses are being beaten because almost
    businessmen don’t know what the real purpose is to be fulfilled for their
    customers. As I reading this article it is certainly must to us not to be forgetting the customers demand as well what kind of acceptation they want from us that is not going the right way.

  7. Gravatar for this comment's author
    Hitesh Parekh November 30, 2015 at 7:32 am

    These CRM plugins have basic CRM processes, once a client needs a certain part of the CRM customized it would cost more to customize one.

  8. Gravatar for this comment's author
    Tim Moore February 17, 2016 at 7:19 am

    I would be interested in a CRM plugin for WordPress that has the ability to sync contacts and emails from outlook.

  9. Gravatar for this comment's author
    Andrea Somovigo August 29, 2016 at 3:41 am

    Just want to point your attention on https://softrade.it/en/wordpress-crm-invoices-plugin/ a free plugin, just released.

    It has several modules to manage your office: Customers, Documents (
    Invoices and Quotes), Scheduler ( appointments and to-do ) plus our
    exclusive automatic system of notifications ( email and dashboard )
    downloadable for free from the official WP repository on https://wordpress.org/plugins/wp-smart-crm-invoices-free/

  10. Gravatar for this comment's author
    Andrju September 28, 2016 at 7:38 am

    Great article! I really like to read such a clever informations ! I would like to invite you to visit my favorite website and to read about advertising agency billing software :)

  11. Gravatar for this comment's author
    Devarajan November 11, 2016 at 5:31 am

    Hi everyone,
    Here I introduce our plugin WP Leads Builder for CRM. We have developed this to support CRM users to integrate their CRM with WordPress. You can integrate webforms made of Contact Form 7, Ninja form or Gravity form in your WordPress website with Vtiger CRM, SuiteCRM, SugarCRM, Freshsales, Zoho CRM and Zoho CRM+ to capture Leads.
    If you have a WooCommerce store you can also integrate it with your CRM to capture customer information from the Woocommerce as Contacts in your preferred CRM.
    If you have a blogging site an your conversion is to capture users, you can do it with Leads Builder to your CRM.
    You can have a try and review it in our website http://www.smackcoders.com/wp-leads-builder-any-crm-pro.html

  12. Gravatar for this comment's author
    Ibnab December 19, 2016 at 7:52 am

    you are forget orocrm it’s have nice connector for woocommerce

  13. Gravatar for this comment's author
    Brian Jackson December 23, 2016 at 11:28 am

    This has been added to the post above now. Thanks!

  14. Gravatar for this comment's author
    Tareq January 7, 2017 at 10:41 pm

    WP ERP is an open-source ERP plugin for WordPress with built-in HR, CRM and Accounting module. The CRM module is the best what I can tell :)

    https://wperp.com/crm/

    1. Gravatar for this comment's author
      Brian Jackson January 11, 2017 at 10:22 am

      Thanks Tareq! We have added WP ERP to the post above.

      1. Gravatar for this comment's author
        Tareq January 11, 2017 at 10:34 am

        Thanks a lot Brian :)

  15. Gravatar for this comment's author
    Annie January 13, 2017 at 12:15 am

    I would recommend FREE WP Leads Builder for CRM(wordpress.org/plugins/wp-leads-builder-any-crm/), You can send Leads & Contact Form information from WebForms such as Contact Form 7, Ninja Form & Gravity Form to Salesforce, Zoho CRM, Zoho CRM Plus, Freshsales, Vtiger CRM, SugarCRM and SuiteCRM.

  16. Gravatar for this comment's author
    kevkev123 April 14, 2017 at 11:24 am

    great job in this review…thanks .

    1. Gravatar for this comment's author
      Brian Jackson April 16, 2017 at 11:50 pm

      Thanks, hopefully you found a WordPress CRM plugin you might not have known about before.

      1. Gravatar for this comment's author
        kevkev123 April 22, 2017 at 5:21 pm

        yes indeed..2 or 3 very nice discoveries. thumbs up for your time and effort

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