10 Best WordPress Plugins for Customer Relationship Management (CRM)

For the growth of any organization, it is important to maintain good customer relationships. A strong trust of customers in the organization is important. It initiates the customers to use that service multiple times and boost your sales. A Customer Relationship Management System offers great insights into customer data and keeps track of all the contacts between the organization and the customers.

There are various WordPress Plugins for Customer Relationship Management that can help you increase your productivity and get the best output. This article helps you shortlist 10 Best WordPress Plugins for customer relationship management.

Amidst the large amount of datasets, eventually, it becomes very important to have a proper systematic approach towards it. Customer Relation Management or CRM helps you with this. Using the WordPress plugin for Customer Relation Management you can analyze your data more efficiently. CRM plugin helps you better understand your audience as it automatically collects data from your site, allowing you to segregate your user base.

Using this you can understand customer needs better and target campings and offers according to different customer segments.

WP ERP is a complete package for all your Business needs. It not only provides a powerful CRM system but also assists you with HR Management and Accounting tools. It has additional features as well that makes it a professional choice and makes it one of the best wordpress plugins for customer relationship management.

Why consider this plugin for customer relation management ?

• It offers three in one solutions for some of the crucial management work at the office.
• It offers an interactive dashboard for all the employees within your organization.

Pros

• It can be used for additional features like sending emails, scheduling meetings, calls, create tasks, create segments, and much more
• It allows you to integrate various other support tools with the platform.

Cons

• It does not provide proper tutorials on how to use the plugin.
• It has a little complex setup procedure.

Link: https://wordpress.org/plugins/erp/

Jetpack CRM provides you with all the tools you require for your business Customer relation management. As CRM helps you to target your audience and provide them with personalized recommendations, it affects your sales directly. Jetpack CRM allows you all sorts of customisation according to your organization’s needs. Its simple to use interface makes it a popular choice.

Why consider this plugin for customer relation management ?

• It offers various tools that are helpful in building proper customer relations and managing data.
• It has a simple dashboard system that lets you manage and observe data easily at one place.

Pros

• It provides high end security options for safer data.
• It is helpful for all scales of businesses.

Cons

• It lacks any kind of customization option.
• It does not provide its own proper documentation system.

Link: https://wordpress.org/plugins/zero-bs-crm/

Another option for an efficient wordpress plugin for Customer relation management is HubSpot. It is well known for various features offered by it. Not only CRM, but also other functions like marketing campaigns, sales automation, and others are also offered by it.

Why consider this plugin for customer relation management ?

• It offers its own Content management system for easy management.
• It is an all in one application and can be used for multiple tasks.

Pros

• It has the easiest and most user-friendly interface.
• It offers courses for various fields like marketing and sales.

Cons

• It is quite expensive and is not suitable for small business owners.
• It only offers annual billing and does not provide any monthly or quarterly plan.

Link: https://wordpress.org/plugins/leadin/

WP-CRM System acts as one of the most secure and effective wordpress plugins for customer relation management. It is extremely simple to set up and provides a quick solution to your problem at one place.

Why consider this plugin for customer relation management ?

• It stores all the collected data on your dashboard and there is no transfer of data to any external site.
• It allows easy management of all the contacts at one place.

Pros

• It helps in simple yet efficient project management.
• It offers extensive security features for protecting data

Cons

• It takes some time to understand its algorithms.
• It does not have any customization option.

Link: https://wordpress.org/plugins/wp-crm-system/

Groundhogg is a wordpress plugin that can be used by all, from small business to freelancer it provides solutions for all. It provides good CRM and sales automation services. If you are looking for a simple WordPress plugin for customer relationship management this is a great option for you.

Why consider this plugin for customer relation management ?

• It allows you to collect information from users using custom forms.
• It is compatible to be used with other plugins for additional functionalities.

Pros

• It has various options like email marketing, activity tracking and marketing automation.
• It provides a 14 day free demo.

Cons

• It does not provide any proper customer support.
• It has an outdated user interface.

Link: https://wordpress.org/plugins/groundhogg/

Zoho is an India based corporation that provides various software tools for enhancing business capabilities. Zoho is one of the top-rated software for CRM service. It provides various tools to handle customer data swiftly.

Why consider this plugin for customer relation management ?

• It allows you to provide a personalized experience to your users.
• It helps in automation and saves both time and effort.

Pros

• It offers you customizations at various levels.
• It is affordable and can be used by all scales of industries.

Cons

• It is not easy to use and creates problems.
• It does not have a very attractive user interface.

Link: https://wordpress.org/plugins/zoho-crm-forms/

Fluent CRM can be a good option for WordPress plugin for customer relationship management. It helps in automating various features and email marketing as well. It helps you manage and handle customer data for better service.

Why consider this plugin for customer relation management?

• It shows all the collected data and analysis across your wordpress dashboard.
• It has other tools for various purposes like Email campaigns, marketing automation etc.

Pros

• It has a user-friendly interface.
• It enables you to analyze data at one place.

Cons

• It overall may lag sometimes and have errors.
• It has a complex setup process initially.

Link: https://wordpress.org/plugins/fluent-crm/

FunnelKit offers a range of tools for CRM. They help you segregate and target your audience properly. It is a perfect wordpress plugin for Customer relationship management. It is easy to set up automation.

Why consider this plugin for customer relation management?

• It provides analytical insights for better customer support.
• It helps in tracking the history of customers throughout their journey.

Pros

• It allows you to add tags and labels on contacts for easier management.
• It helps you with proper segmentation of customers for targeted campaigns.

Cons

• It is a tedious process to initially integrate it with your site.
• It does not provide tools according to the price it demands.

Link: https://wordpress.org/plugins/funnel-builder/

Vcita is an all in one CRM software, it helps in handling invoicing, accounting, payments and scheduling communications. It helps in building an automated workflow for your business. It is one of the best WordPress plugins for customer relationship management.

Why consider this plugin for customer relation management?

• It helps to store and manage large client data and helps in calendar scheduling.
• It helps in providing and managing client portals for contacting anytime.

Pros

• It can be used by customers to book appointments.
• It has AI integrated features for added features.

Cons

• It does not have any live customer support.
• It does not allow deletion of appointments created by mistake.

Link: https://wordpress.org/plugins/meeting-scheduler-by-vcita/

Bitrix24 is a one stop solution for your business. You can ensure proper automation and management softwares using this. It offers services like task management, CRM, Contact center software, Website building, and calendar management.

Why consider this plugin for customer relation management?

• It offers AI powered assistance for easy and efficient management.
• It helps in management and analysis of customer data.

Pros

• It has collaboration features to work with a team.
• It has a very well setup customer support.

Cons

• It has a long initial setup process.
• It has an outdated user interface.

Link: https://www.bitrix24.com/uses/free-crm-for-wordpress.php

Customer relation management helps you analyze the customer data and provide a personalized experience. There are various plugins available for wordpress for customer relation management. They help you save time and human effort. This article mentioned 10 Best WordPress plugins for customer relation management for you to select from. Each has its own unique features and tools. Hope you find the one that suits your business best.

What is the best CRM to use with WordPress?

There is a vast number of CRM available to use in wordpress. WPERP and jetpack crm are some of the best and most useful ones.

What is the number one CRM platform?

You can choose the best option for u according to the requirements you have. Overall in comparison WPERP can be considered number one.

What is the CRM plugin?

Plugins are custom code that attaches to CRM’s built-in system. They provide more functionality and help to be more efficient.