For WordPress powered websites, there are loads of CRM and lead management plugins to choose from, which will save time for you in organizing your leads and make sure you’ll never lose a prospect again.
I picked WordPress Leads from the many for a review. As I think it is necessary to have a WordPress CRM solution at hand for exquisite marketing results and customer service, I will guide you through the usage of this plugin, and show you how to exploit its features and power.
What is WordPress Leads
WordPress Leads is a popular free plugin available in the official plugin repository at wordpress.org. It’s one of the most commonly downloaded CRM plugins with continuous updates accessible. The plugin saves the leads as custom post types for you in the backend of WordPress.
It is not just a simple lead generation plugin that pulls in and collects basic data from leads, but also great for marketing purposes, as it tracks your visitors’ activity on your website even before filling out the contact form. So besides capturing the incoming leads, the plugin traces the location of your leads, as well as all the pages they viewed on your site. You can also create lead lists and sort leads. Combined with some premium features you’ll be able to see each contact’s social media profile and website(s), import leads or use different mailing solutions like MailChimp or AWeber.
WordPress Leads is not only great for saving you tons of time by making the lead generation process easy and organized but for understanding your visitor’s behavior and motives with the help of tracking activity history on your site, which is priceless I think.
How to Use this CRM Plugin
After downloading and activating WordPress Leads you will be able to start using/customizing the plugin right away. An item called “Leads” will appear on the left navigation menu within your admin.
To save you from confusion, I have to clarify one thing at the very beginning: the plugin can be integrated with Gravity Forms for $19.99 (that’s the price of a single site license) or more. If you are not willing to pay for that, you can use the plugin’s custom built-in form builder, which is much simpler but serves the purposes of an average online business.
To generate a form, go to “Manage Forms” in Leads, click to “Add New” and create your form by customizing both the input fields and the layout.
When the form is created, you’ll find its shortcode next to the form name. You’ll have to copy this shortcode when creating a new page where you’d like to insert the contact form.
How the Lead Profile Looks Like
When the potential clients browse your site and finally fill the contact form, the plugin generates new leads within your admin interface. By clicking on the lead, you can go to its profile.
Let’s see how a lead profile looks like without taking any additional steps.
As you can see, there’s a lot of useful information about the lead so far, just like a Gravatar profile picture along with the name and email address. The number of total pageviews is also displayed on the top right, which (together with the lead’s previous activity on your website) is quite valuable information when it comes to understanding the behavior of every single user and thus treating them differently.
You can also check the lead’s previous activity (I above referred to) under the main profile data, and the location of the conversion activity on the bottom right with their IP address and an integrated Google Maps.
To get more info from your leads, you will have to enter a FullContact API key (the link can be found on the right-hand side of the lead’s profile picture). It is free to create a FullContact account for 250 leads per month, you’ll just need to sign up on FullContact’s homepage. After creating an account and providing your website’s name, you’ll get your API key that you’ll have to copy and then paste in the WP admin’s Edit Lead page. Here is the additional data you’ll get:
- the list of websites your lead owns
- associated social media data
There’s no need to worry about the limitations of the free version of FullContact. In case you exceed the limit of 250 leads, you can still use Leads plugin as normal, you’ll just have to wait until the API refreshes additional data next month.
When searching for the best WordPress CRM or lead management plugin, it is always hard to decide which one to choose to find the best fit for the specific features of every business. However, once the number of your customers start to increase it’s a wise choice to turn to a CRM solution in order to provide the proper attention to your customers, leads, or your own marketing purposes.
I hope I could help with introducing the use of the most multi-faceted free CRM WordPress plugin. If you have any experiences with this one or other CRM solutions, I would love to hear about it in the comment section below!