As you scale your business, you’ll manage more customer data and analyze more buyers’ journeys. Sounds intimidating? Fret not. Customer relationship management (CRM) software can help you close more deals and increase your revenue.
You can even integrate your CRM with your WordPress website, so customer data collection becomes a breeze. With many WordPress CRM plugins available, which one should you use for your business?
We’ll go through five WordPress CRM plugins in this blog post, so you can make an informed decision on the best CRM for WordPress that suits your business.
What is a WordPress CRM plugin?
A WordPress CRM plugin helps you collect, store, organize, and manage customer or lead data, so you can track their customer journey and interactions with your business. With a CRM plugin, you can streamline your communication with customers, improve overall customer experiences, and optimize your sales and marketing strategies to drive more revenue.
Because your leads and customers increase as your business grows, understanding your customers’ changing needs and managing their data becomes more challenging. As a result, creating effective marketing and customer service campaigns takes extra effort, too.
A CRM plugin can help you understand your audience better as it can automatically collect data from your WordPress site and help you segment your customers. You can then create personalized campaigns that can drive conversions and deliver revenue.
What features should you look for in a WordPress CRM plugin?
Every business has unique needs for a WordPress CRM plugin. Is your organization just starting out? You may need minimum features from a CRM plugin. If your business needs advanced features like field customizations and integrations with your other tools, consider a feature-packed WordPress CRM plugin.
Here are seven must-have features, regardless of your needs:
Immediate customer information collection: A contact capture system and form builder can help you collect data from your WordPress website. It should also be able to help you filter your customers according to attributes, so you can easily create audiences for your campaigns.
Multiple databases: Safe storage of your customer data is an important feature of CRM plugins for WordPress. The database should have custom fields so that you can tailor it based on your organization’s needs.
Messaging tools: Another handy feature is a messaging tool that can send out notifications to your team members and customers.
Activity logs and notes: Having activity logs and notes on each lead or customer gives your team information about a contact’s past transactions, inquiries, and customer service tickets.
Reporting module that provides insights: How are your campaigns and optimization efforts performing? A reporting module that provides insights and charts that will aid in spotting trends.
Invoicing tools: Automate sending invoices to customers, so that’s one less thing on your team member’s to-do list. Plus, you won’t miss issuing them.
A user-friendly interface: A clunky tool isn’t likely to get used frequently and maximized. Pick a CRM that is easy to use for your team members.
5 WordPress CRM plugins for your business
Now that we know which features you should never compromise, here are five WordPress CRM plugins worth looking at:
1. Nutshell
Price: Free 14-day trial, and starts at $16 per user per month
Nutshell is a flexible and easy-to-use CRM that you can integrate with WordPress. It enables you to collect leads straight from your website with a user-friendly form builder.
Managing your contacts is a breeze. Your customers’ details, call notes, and email conversations are saved in one place where your team members can access them.
Want to nurture your leads through email marketing? Use Nutshell’s email automation feature. You can create and schedule one-on-one sales drips that can capture attention and help convert your recipients. You can schedule follow-ups and stop the sequence when your customer replies.
Price: Free 14-day trial, and starts at $16 per user per month
FluentCRM lets you manage your customer data. It also has many marketing automation features. You can collect leads, segment your customers, and automate your email marketing with this WordPress CRM plugin.
Its email sequencing features can help you nurture and engage with your leads. Do you need to find out how your email marketing campaign performed? You can access detailed insights about each contact in your CRM.
You can even import contacts from other sources to FluentCRM.
3. WP ERP
Price: Starts at $129.90 per year
Made for small and medium-sized businesses (SMBs), WP ERP is an enterprise resource planning (ERP) platform with CRM functionalities. It also has human resources and accounting tools.
You can get started with WP ERP for free. Free features include contact records, activity logs, and scheduling tools, so you can easily monitor and follow up with your leads and customers.
Its contact management features include the ability to add reminders, information, comments, and messages in a user’s profile, so you can take note of your lead nurturing efforts’ progress.
4. UpiCRM
Price: Free
A lead management solution for WordPress websites, UpiCRM is easy to set up and has essential CRM functionalities for free. It lets you create contact forms, so you can gather leads and manage them through UpiCRM.
You can also aggregate leads from other forms like Ninja Forms and Gravity Forms. It has contact management features and a nifty collaboration feature, so you can optimize your marketing campaigns. UpiCRM also supports Integration with other CRMs and other WordPress plugins.
If you need to upgrade to a more robust CRM, UpiCRM has a bulk export feature, so you can transfer all your contacts without a sweat.
5. JetPack
Price: Free limited plan is available. Its paid plan starts at $11 per month
JetPack is a free WordPress CRM plugin with paid options. Simple and intuitive, its free version is a lightweight solution that provides all the necessary CRM features.
You can create contacts from form responses. Its contact management features include segmenting and tagging contacts. View the interaction history of each customer or lead, so you can personalize your marketing efforts. Invoicing and quotes are also part of the free version.
JetPack features a client portal, which lets your customers access their profiles, information, and invoices.
Ready to pick the best WordPress CRM for your business?
A WordPress CRM can help you scale your business by helping you manage your contacts, run email campaigns, automate tasks, and streamline your sales process.If you’re looking for a CRM that can be integrated into your WordPress site, consider Nutshell. It’s an affordable and user-friendly CRM that you can customize according to your needs. Try Nutshell for free for 14 days.
