10 Best WordPress CRM Plugins To Boost Your Business Online 2023
Customer relationship management (CRM) Plugin helps manage all your client contacts details, Tracking & Reports with their team Activity Tracking your WordPress Website. CRM plugins are great to boost Marketing Automation by creating marketing automation funnels and email campaigns. Using these recommended WordPress CRM plugins, you can easily track your customer’s report and increase your sale.
Customer Relation Management (CRM) plays a pivotal role in understanding your existing and prospective customers. It works as an innovative tool to achieve a lifelong relationship with the clients by collecting and analyzing customer data. The CRM industry has a lot of potential, and no wonder why the industry has grown double the projected expectations.
What is the Use of CRM plugins will be worth?
The customer Relation Management plugin will significantly impact your business to increase sales to the next level. With this plugin, you can easily create data for customers to manage your leads and sales opportunities. You can easily manage your client’s activity and add follow-up on customers.
WordPress has emerged in a versatile manner and not just as a blog. It has grown substantially and provides a unique platform wherein your entire CRM can be incorporated, boosting your business. In our blog, we will focus on Best WordPress CRM Plugins which can help to Boost Your Business sale Online, which are as follows:
- Zoho CRM Perks
- Streak
- Freshworks CRM
- WP Fusion Lite
- WP ERP
- FluentCRM
- Sprout Clients
- Groundhogg
- WP-CRM System
- Agile CRM
1. Zoho CRM Perks
Zoho CRM is integrated with many efficient features that let you manage customer relations effortlessly. A well-built CRM plugin powered by WordPress assists you to convert more leads and engage more customers to have significant revenue than ever before. Recognize the efficiency of your company in a market place how long it could grow and manage the same while taking a little time. Zoho CRM globally introduces its existence and helps its clients get better CRM with robust solutions. Moreover, Zoho contains canvas integration, enabling you to redesign the entire CRM’s interface with your personalized touch-up. Although, it works simply without any coding and provides you with a better return on investment.
Core Features –
- Excellent Reachability – Connect instantly to your customers via email, telephone, social media, and live chat. Also, get real-time notification of interaction of customers.
- Automate CRM – Save time while automating repetitive tasks such as interaction to lead to more conversions instantly.
- Real-Time Insights – Robust analytics presents you reports of real-time lead interaction that assists in making better decisions for your business.
- Conversational AI – Get better results of interactions while getting real-time alerts, contact your leads at the best possible time, and reminders to make your deal successful. Zia – your sales assistant, helps you all through this to get essential data of CRM.
- WordPress CRM can Maintain a log to retain all customer details, schedule meetings or calls with the customers, filter or group.
Total number of users – 3,000+
Price – Standard – $130/annually, Professional – $227/annually, Enterprise – $389/annually, Ultimate – $421/annually
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2. Streak
Streak is a well-oriented best WordPress CRM plugin that lets you manage the entire functionality for lead conversion simply through Gmail integration. Just automate your email service on added contacts of your customers that follow up the nurturing procedure by sending emails. Configure the email templates according to your business at once. Then you don’t have to repeat such a task after that. Create a robust pipeline to set up the automated Gmail accessibility to retain leads and convert them into customers so quickly. Streak contains a simple UI design that is configured and processed within a few minutes. You don’t have to go through complex coding as it is integrated with essential that manages everything promptly.
As you own the Streak, it will take care of your customer’s relation by reminding every meeting and concern to make your deal successful. Grow your business, get more lead conversion, and increase sales without involving too much. Automatically, fetch the data from your contact and email, then send reminders to effective follow-up. Get a specialized inbox system for Gmail that tells you every step your customer takes and consists of many features that instantly increase the business’s productivity.
Price – Solo – $180/annually, Pro – $588/annually, Enterprise – $1548/annually
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3. Freshworks CRM
Freshworks CRM provides the best solutions like a CRM plugin, no matter what kind of business you own. An immense client management plugin manages customer relationships while eliminating unnecessary steps that make this process complex. Personalize the conversation with your client by automating email activation that shortly covers any queries and discussion to satisfy your leads. Let you grow more opportunities to expand your business globally and convert leads into assured customers. Just stop doing the repetitive tasks of nurturing leads and automating such processes with the assistance of the Freshworks CRM plugin.
How does Freshworks CRM Assist Your Business?
- Provide a fast and scheduled follow-up with appropriate reminders that help you to instant closure of deals. Track your customer’s interaction and make successful deal closure promptly.
- A comprehensive CRM solution that boosts your sales by greater customer engagement thereby.
- Establish a fast and reliable chat option integrated with AI chatbots on your site. You can easily track your visitors in real-time to know their intent and follow up with them accordingly.
- Know insights of the website in real-time while forecasting such interactions with ongoing and previous experience.
- Your contacts help to administer a personal approach to each customer.
- Auto-tags when clients register, watch a video, fill up a form, etc. Hence, it applies a badge to all the CRM activities.
- Its auto updation technique helps connect your CRM with any user data.
Total number of users – 10+
Price – Growth – $162/annually, Pro – $453/annually, Enterprise – $810/annually
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4. WP Fusion Lite
WP Fusion Lite you with a robust array of enhancements for the popular WordPress CRM plugin to get the best out of your CRM strategy. A powerful and lightweight extension that minimizes the customer interaction process. Create unlimited contacts into the business CRM and manage such lead conversions with automatic emails on every step. WP Fusion seamlessly integrates essential tools that take care of CRM while providing automated streamlining to your business. Track your customer’s activity, then follow-up them with strategic interaction suggested according to your recent conversion experience. Know your real-time insights while having records of conversion lists that help to improve future interaction with customers. Works so smoothly with various existing plugins thereby. Engage more and more customers with an instant follow-up that peeks the website’s revenue.
Elementary Features –
- Accept various form submissions to CRM from the well-built front-end.
- Creates a connection between your CRM and the membership site & store.
- Automate the email to respond to customer interaction anywhere, including AI chatbots, Gmail, social sites, and other communication networks.
- Assure your visitors to get support anytime, anywhere, without waiting too long.
- Record your customers’ essential data, including their roles and engagement on your website, into a profile. Manage such data with a mapping system that is intuitively designed to keep a record of profiles of your lead.
- Convert your leads into valuable customers with appropriate follow-up strategies maintained automatically.
- Assigns fresh leads to your team members and tracks the outcome via the Lead Management System.
- Tracks the performance of each lead by keeping a bird’s eye view of the traffic to the lead.
Total number of users – 3,000+
Price – Pro – $9/annually (1 Site), Premium – $99/annually (Unlimited)
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5. WP ERP
WP ERP is an intuitively designed freemium client management plugin that allows users to maintain their WordPress conversions. WP ERP eases the lead conversion and a seamless and organized way that doesn’t require a developer to write coding. Enable an automated streamline to manage the lead conversion with the available follow-up strategy. Trace visitors’ activity on the website and let them become your reliable customers by impressing from the service thereon. A feature-packed CRM plugin that assists you in adding unlimited contacts and saves you from the hectic process of repetitive tasks. Automate the communication availability anywhere on social sites or live chat that fully encrypt the data. Considered the most trusted CRM plugin, it comes with the first thorough Enterprise Resource Planning (ERP) solution for your WordPress site. It hence provides a one-stop-shop solution for HRM, CRM, Accounting & Project management capabilities.
Core Features –
- Categorize your customer’s profiles based on engagement and manage them with relevant priority.
- Configure reminders that will be sent to your admin’s profile for successful closure of deals within less time.
- Integrate mailing system on admin panel whereby efficiently manage customers’ interaction in real-time without opening emails on other devices or screens.
- Such a responsive and automated integration that quickly serves your customers and provides an instant lead conversion.
- Keep a descriptive log of recent activities of your customers and track real-time interaction to know their priority.
- Apart from this, the WP ERP Project Manager also gives an additional hand on Project Management.
- WordPress HRM helps create a company profile, allows employees to apply for leaves, manage holidays, create Employee List, etc.
Total number of users – 10,000+
Price – WP ERP Pro – $9.99/Month + 3$/Month Per User
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6. FluentCRM
FluentCRM incorporates well with your WordPress website and is easily manageable too. Its most advanced WooCommerce CRM plugin opens up an immense plethora of customer management by providing an important tool to manage both existing and prospective clients. Some of the outstanding features of the plugin are that it :
- Collaborates well with your current contact forms, such as Ninja Forms. Gravity Forms, Contact Form & and others, thus managing clients from your website.
- Culminates multiple fields or forms from your database through a semi-automatic mapping technique to create a centralized database of leads.
- Compares your present stand with the UpiCRM predictions.
- Allows sending instant emails using the default WooCommerce template.
- Ease of sending potential information in emails to individuals or groups.
- Captures all business activities for formulating future business strategies.
Total number of users – 10,000+
Price – 1 Site – $129/annually, 5 Site – $249/annually, 50 Site – $499/annually
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7. Sprout Clients
Sprout Clients is a discrete and premium CRM plugin for WordPress that is considered complimentary to Sprout Invoices. It is an extended lead management plugin that helps build business relationships by managing and controlling the contact and the customers in an effortless and thrifty way.
Features:
- Schedule Messages – If you have a new client and you do not want to forget to send them follow-up emails, then Sprout Clients is the answer. You can write the message now and deliver it the day you want.
- Client-Engagement Bond – Reference and automation rendered simple by connecting engagements to clients.
- Setting Relationships – Sprout Clients serves as a fantastic tool to build relationships efficiently and at a minimal expense.
- Although it is a standalone app, its integration with Sprout Invoices is complimented well.
- Power to Customize – Many filters and options help you alter the features the way you want.
- Appoint representatives to customers for a focused approach.
Total number of users – 70+
Price – Freelancer License – $25/annually (1 Site), Business bundle – $69/annually (5 Site)
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8. Groundhogg
Groundhogg CRM for WordPress enables you to automate the CRM functionality and assists you to get more lead conversion in less time. You don’t have to worry about hiring a developer for accessing well-organized customer relation management. Groundhogg CRM is a free CRM plugin for WordPress that contains an easy-to-use interface that streamlines lead generation workflow even without going through complex coding. Easily install and configure the settings shortly however you require for your business. This extension is a must-have to provide better conversion leads with strategic CRM influence if you work as freelancers or agencies.
Key Features –
- Let you add unlimited contacts and automation to organize an effective CRM that increases lead conversion.
- Generate unlimited emails and automatically send them to your leads that exist on your contacts for notifying them to follow up the procedure so well.
- Save time while keeping your communication automatic that nurtures your customer’s requirements and then converts them into customers.
- Keep the data of your customers private, that eliminates the risk of losing your customer for the sake of privacy.
- Free service no matter how many customers you add up to your list Groundhogg never charges you to continue the relevant service in the future.
- WordPress Accounting System module helps to view real-time transactions, cash generation, due invoices, pending payments, and expenditure through an updated dashboard.
Total number of users – 2,000+
Price – Basic – $240/annually (1 Site), Plus – $360/annually (3 Site), Pro – $48/annually (5 Site), Agency – $960/annually (25 Site)
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9. WP-CRM System
WP CRM system is the other name for ease of managing your task, projects, and clients through WordPress Interface. It gives CRM data access to each team member and permits you to have an unlimited number of records with no additional charges, which is quite unlike other powerful CRM plugins for WordPress.
How it works and the Features:
- By tapping opportunities through project management, task assignment, and effectively pursuing marketing campaigns.
- The optional feature can accommodate GDPR compliance. No plugin can provide 100% GDPR compliance as that is entirely a business point of action,
- WP-CRM System plugin gives your contacts access to the data stored in the CRM system. They can export or delete the data as per the requirement.
- WP CRM system also comes with premium plans that are not so expensive.
- Assign tasks to your team members and also schedule meetings with them.
- Your whole team can access the related data.
Total number of users – 1,000+
Price – Plus – $9/annually (1 Site), Enhanced – $99/annually (1 Site), Professional – $99/annually (Unlimited Site)
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10. Agile CRM
Agile CRM is a Premium CRM plugin for WordPress that gives an instant solution to maintain a healthy customer relation, generate good profit, and contented business relations at zero cost in the easiest way possible. The Agile CRM plugin helps in healthy customer management and boosts the business because happy customers assure a good and long-lasting relationship build-up. Agile CRM CRM plugin focuses on human associations and helps build a reliable master list by connecting your contact list and interactions with these contacts. It uses the four main fundamentals viz.
Features:
- Agile CRM plugin for WordPress simplifies the work as it gives complete control over your keys (gets easily installed in WordPress). The plugin integrates well with eCommerce sites like WooCommerce, freelancers, agencies, non-profit organizations, start-ups, and even micro business setups. It is a free plugin, and the premium extensions attract minimal charges.
- Uses TouchPoint to manage and track your relation activities.
- Couples TouchPoint records with the files.
- Provides a quick view of the upcoming schedules and preferred contacts.
- Categorization of humans based on groups that are on your priority list.
- Integration – Extending the astounding.
- Personalization – To instantly interact with your CRM data list.
- Touch-points to track every interaction.
Price – Starter – $98.88/annually, Regular – $359.88/annually, Enterprise – $575.88/annually
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Conclusion – Still confused about which customer relation plugin is good? If you are looking for a free CRM plugin for WordPress, then try Freshworks CRM and WP Fusion Lite are good. But if you are looking for a premium WordPress CRM Plugin, you can choose Zoho CRM, or Freshworks CRM is recommended. They are both worth each penny for the premium version. Let me know in the comment section which one you are choosing, and if you still have questions, feel free to contact us we will guide you.
