As you scale your business, you’ll manage more customer data and analyze more buyers’ journeys. Sounds intimidating? Fret not. You’ll be well on your way with the right WordPress CRM plugin.
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.
But 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.
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 customer communication, 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 by automatically collecting data from your WordPress site and allowing you to segment your customers. You can then create personalized campaigns that can drive conversions and deliver revenue.
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. Consider a feature-packed WordPress CRM plugin if your business needs advanced features like field customizations and integrations with your other tools.
Here are ten must-have features, regardless of your needs.
A contact capture system and form builder can help you collect data from your WordPress website. It should also help you filter your customers according to attributes so you can easily create audiences for your campaigns.
Safe storage of your customer data is an essential feature of CRM plugins for WordPress. The database should have custom fields so that you can tailor it based on your organization’s needs.
Another handy feature is a messaging tool that can send out notifications to your team members and customers.
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.
How are your campaigns and optimization efforts performing? You need a reporting module that provides insights and charts that will aid in spotting trends.
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 clunky tool isn’t likely to get used frequently and maximized. Pick a CRM that is easy to use for your team members.
Email marketing features should be part and parcel of your WordPress CRM. Ensure your CRM plugin lets you send out newsletters, drip sequences, and broadcasts using easy design tools and templates.
Bring customer data gathered from your e-commerce store into your CRM for in-depth analysis and lead generation. Choose a WordPress CRM with WooCommerce integration capabilities for enhanced customer insights.
A CRM that automates tasks and processes will help you streamline your operation and make your team more efficient. Go for a WordPress CRM plugin offering robust automation features for a stress-free customer data management experience.
Now that we know which features you should never compromise, here are five WordPress CRM plugins worth looking at:
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. You can save your customers’ details, call notes, and email conversations 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.
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Price: Free 14-day trial, and starts at $90 per user per year
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.
Price: Starts at $12.99 per month
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 to monitor and follow up with your leads and customers easily.
Its contact management features include the ability to add reminders, information, comments, and messages in a user’s profile so that you can take note of the progress of your lead nurturing efforts.
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 to gather and manage leads 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 to optimize your marketing campaigns. UpiCRM also supports integration with other CRMs and WordPress plugins.
UpiCRM has a bulk export feature to help you transfer all your contacts without breaking a sweat if you need to upgrade to a more powerful CRM.
Price: A free limited plan is available. Its paid plan starts at $11 per month.
JetPack CRM 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.
A WordPress CRM can help you scale your business by enabling you to manage your contacts, run email campaigns, automate tasks, and streamline your sales process.
If you’re looking for a CRM you can integrate into your WordPress site, consider Nutshell. It’s an affordable and user-friendly WordPress CRM you can customize according to your needs. Try Nutshell for free for 14 days.
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