WordPress CRM plugins are useful to improve the contact and com­mu­nic­a­tion with your customers. Both free and premium WordPress CRM solutions are available.

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What is WordPress CRM?

From brick-and-mortar stores, whole­salers, pro­duc­tion fa­cil­it­ies, market traders and digital sellers — for the vast majority of busi­nesses excellent customer care is the be-all and end-all. Sellers willing to un­der­stand their customers’ needs are able to satisfy them and foster loyalty. Luckily, plenty of useful (and less useful) tools are available to monitor your Customer Re­la­tion­ship Man­age­ment (CRM) easily and ef­fect­ively. Analysis, marketing, sales, and customer service ideally should go hand in hand. And CRM is just as important for WordPress users.

To improve your business in­ter­ac­tion with current and potential customers, various WordPress plugins are available. Com­mu­nic­a­tion is a par­tic­u­larly large and diverse category in plugins. While some companies require a one-stop shop for everything — from their eCommerce activ­it­ies to detailed databases and mon­it­or­ing — others make do with a simple WordPress CRM plugin to schedule activ­it­ies and reach out to customers. Here’s an overview of the five best WordPress CRM plugins and their most important features.

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What a good WordPress CRM plugin needs to offer

The right WordPress CRM plugin lets you optimize your website and customer in­ter­ac­tions. When selecting a CRM tool you’ll want to pay attention to the following features:

  • Flex­ib­il­ity: As your business scales, your CRM plugin should scale too. Ad­di­tion­al data, detailed reports or more extensive lists shouldn’t become an issue.
     
  • Add-ons: Even though you may only need a few basic functions to begin with, your needs may change over time. A good plugin is modi­fi­able using ap­pro­pri­ate add-ons.
     
  • Fore­see­able costs: Investing in a WordPress CRM solution of your choice can pay off. It’s important to estimate how much you’re willing to spend. Hidden costs or a lack of cus­tom­isa­tion options can neg­at­ively impact your cost-benefit cal­cu­la­tion.
     
  • User-friend­li­ness: Even the best tool is of little use if it’s not intuitive or requires too much time to learn. Well-struc­tured tools are even more important when working in a team.
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Overview of the best WordPress CRM plugins

WordPress CRM tool Audience Costs
HubSpot Medium and large companies Free basic version, paid add-ons
WordPress CRM Plugin All companies Free basic version, paid add-ons
Upi CRM Small companies Free
WP ERP Small companies Free basic version, paid add-ons
Jetpack CRM Small and medium companies Free basic version, paid add-ons

HubSpot

HubSpot is possibly the most com­pre­hens­ive and user-friendly WordPress CRM plugin. The solution is free and lets you offer com­pre­hens­ive customer care including direct contact, data col­lec­tion and mon­it­or­ing. You can also send automated emails and news­let­ters. It takes just a few clicks to install the HubSpot CRM plugin. Once set up, the tool manages all in­ter­ac­tions between your customers and website. It boasts ad­di­tion­al real-time customer support features, email templates, an intuitive drag-and-drop builder, tracking and lead gen­er­a­tion, pop-up creation, auto-pop­u­la­tion of existing data, and numerous ex­ten­sions. However, some of these can get a little pricey.

Pros Cons
User-friendly Some important features incur a surcharge
Many features and add-ons  
Single solutions for most use cases  
Free basic plan­pack­age  

Who should use HubSpot?

The HubSpot WordPress CRM plugin is suitable for medium and larger companies looking for an all-rounder to manage their active and heavily traf­ficked website. Smaller busi­nesses benefit from its useful features, but things could get a little expensive when you’re still in the initial stages of scaling your company.

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WordPress CRM Plugin

The basic WordPress CRM Plugin package is available free of charge and worth con­sid­er­ing for smaller busi­nesses. The premium package features ad­di­tion­al support and tools. Because the plugin can be flexibly scaled it’s an in­ter­est­ing option for a wide variety of purposes. WordPress CRM Plugin is managed from a par­tic­u­larly user-friendly dashboard. It’s available in different languages and covers a wide range of tasks.

Pros Cons
Free basic pack­agelan Some add-ons are more expensive
Available in different languages  
User-friendly  
Scalable  

Who should use WordPress CRM Plugin?

Available in different plans packages and with plenty of add-ons to choose from, WordPress CRM Plugin is suitable for busi­nesses of any size. Smaller companies can access a powerful solution free of charge while larger ones are well-served with numerous ex­ten­sions. It’s a great plugin for brands looking to scale.

Upi CRM

Upi CRM is primarily intended for lead gen­er­a­tion and list main­ten­ance. However, it’s also a strong CRM plugin offering extensive analyses and reports for an overview of your business and customer base. The tool is well-designed, user-friendly and suitable for beginners. Upi CRM is free, but lacks many of the features of competing solutions.

Pros Cons
Free Fewer features
Well-laid out and intuitive  
Many cus­tom­iz­sa­tion options  

Who should use Upi CRM?

Those looking for multiple features and a more com­pre­hens­ive WordPress CRM tool won’t be happy with Upi CRM. However, small busi­nesses looking for a free solution will get plenty of usage from this plugin.

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WP ERP

WP ERP is available for free while offering many useful basic features. It’s an excellent WordPress CRM plugin for managing customer data and database creation. The ac­count­ing feature is a plus for smaller busi­nesses. Numerous in­teg­ra­tion options are possible to this end. The tool is a little more com­plic­ated if you’re new to plugins. For more features and extensive support, a paid package is available.

Pros Cons
Free basic version Harder to use for beginners
Good ac­count­ing feature  
In­teg­ra­tion options  
Plenty of useful features  
At­tract­ive design  

Who should use WP ERP?

WP ERP is a great choice for smaller busi­nesses. The WordPress CRM offers many useful features and you won’t need an ad­di­tion­al ac­count­ing program. Although some features are lacking in the basic plan­pack­age, it’s still a well-equipped option.

Jetpack CRM

Jetpack CRM used to be known as `Zero BS WordPress CRM´. The name referred to the lack of un­ne­ces­sary com­pon­ents, em­phas­ising user-friend­li­ness and a slim design. Despite the name change, the tool remains true to its intended purpose. The self-pro­claimed `easiest and fastest´ WordPress CRM plugin is well laid-out and can be used without any prior knowledge. Jetpack CRM is available free of charge and can be extended for a fee.

Pros Cons
Free basic plan­pack­age Some features only available in premium plan­pack­age
User-friendly Fewer ad­di­tion­al languages
Re­spons­ive  
Many features  

Who should use Jetpack CRM?

Jetpack CRM is a good choice for small and medium-sized busi­nesses. All basic features are included, and the tool is free of charge. However, if you need ad­di­tion­al features, you’re better off choosing a more com­pre­hens­ive solution.

Summary

Plenty of WordPress CRM solutions exist catering to a wide variety of needs. When choosing the right option, consider costs and func­tion­al­ity. Depending on your needs, one of the top five plugins above will likely be suitable.

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