Are you searching for a CRM solution for your WordPress website to help you take your business to the next level? If you deal with customers daily or are in the lead-generation business and want to improve your relationships with your existing and prospective customers, there are a lot of WordPress CRM plugins available in the market that can help you exploit your online resources. With the help of a CRM system, you can better manage your customers, allowing you to forge long-term relationships and increase your sales.

• Crm Wordpress Plugin
• Crm Platforms
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• Wp Crm System

WP-CRM System extensions are available in our bundle packages. Once you purchase one of these bundles, you will get access to all of the plugins contained in the bundle. For details on which extensions are included in each bundle package, see the comparison table below. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without. FluentCRM is an all-round WP-CRM system for managing WordPress customer databases and maximizing your marketing goals. WP-CRM expands on existing WordPress “CRM like” features, rounding them out to better equip WordPress site owners to manage their user/reader relationships. By empowering you to organize sign-ups with custom attributes, search by filter, and track correspondences WP-CRM puts the basic functions of a CRM service right in your WordPress install.

But before we move to the list of CRM plugins for your WordPress, let me give a little background of what CRM is all about.

What is CRM?

Customer Relationship Management is a fully-functional tool that is designed for business professionals and entrepreneurs dealing with many different types of customers on a routine basis. It helps them manage their relationships with clients and customers easily and effectively through features like client database management, live chat, sales analytics, lead management and much more.

The most important benefit of using CRM tools is that they make it easy for you to stay connected to your customers and cater to their individual needs. These tools give you the opportunity to convert people who take interest in your goods or services into customers. They help you retain customers and clients by carefully analysing their needs and personalizing content and messaging accordingly.

Since WordPress offers all types of functionalities through its free and paid plugins, there are also WordPress CRM plugins that integrate seamlessly with your WordPress website without affecting its performance.

Without further ado, let’s look at the best WordPress CRM plugins that you can use to bolster the status of your business.

1. WP-CRM

Crm Wordpress Plugin

WP-CRM WordPress CRM plugin allows you to extend the built-in user management system of WordPress and lets you add customized metadata. WP-CRM has easy-to-use forms that can be used for the front-end and added to your website pages. Another great thing about WP-CRM is that it has powerful filtering features. They allow you to sort through customers using custom attributes that you can add yourself. While the plugin is free, you will have to purchase its add-ons if you want to further extend its functionality.

Here is Why WP-CRM is One of The Best WordPress CRM Plugins Around:

• Excellent user organization, filtering and editing.
• Ability to easily add new user data attributes (i.e. Company Name).
• Dynamic charts representing attributes with quantifiable data.
• Contact Forms for front-end.
• Notifications management.

2. Brilliant Web-to-Lead for Salesforce

If you already have Salesforce CRM that you use for managing your business contacts and other information, you may like the WordPress-to-lead for Salesforce CRM plugin as well. It links and synchronizes your website to your Salesforce CRM account. With this plugin, you can easily manage your leads that were captured through your WordPress website and sync it with the account of your Salesforce CRM. This WordPress CRM plugin can also be easily added to your WordPress pages and posts.

Features That Makes Brilliant Web-to-Lead for Salesforce a Great WordPress CRM Plugin:

• Allows you to collect leads through your WordPress site and feed them directly to your Salesforce account.
• Cloud based data storage for maximum website security
• Easily integrates your website with Salesforce CRM

3. UpiCRM – Free WordPress CRM

The UpiCRM plugin is a free WordPress CRM plugin with no software version that it can connect to for integration. It works in collaboration with your WP contact form plugins in order to manage and generate leads inside WordPress. The plugin has a robust user-management system that enables the user to group contacts, assign leads, send emails, and many other things. Another great thing about UpiCRM is that it works with your Google Analytics account as well and gives comprehensive insights into all the user-activity on your website.

Features That Makes UpiCRM a Great WordPress CRM Plugin:

• Intrusive and easy to set up
• Complete customer lifecycle management
• Teamwork and collaboration
• Analytics, tracking and sorting of clients’ data

4. Zero BS CRM

As the name suggests, Zero BS CRM is the best no nonsense CRM for WordPress. This WordPress CRM plugin was designed for ultimate customer relationship management that can help you handle customers effectively and generate profitable relationships with your clients. The plugin is free to download and you can install it easily on your WordPress site.

Zero BS CRM WordPress CRM plugin is Compatible with the following Extensions:

• PayPal CRM Sync
• CSV Customer Importer
• Mail Campaigns
• Invoicing PRO
• Gravity Forms
• Aweber
• Automations

5. WP ERP

WP ERP is one of the best WordPress CRM plugins around and comes with a fully stacked feature set that caters to professionals from HR, accounts, finance and business managers. The plugin is developed by WeDevs, a popular WordPress development agency that has produced many amazing WordPress plugins throughout their tenure.

Here Are Some of The Features That Makes WP ERP a Great WordPress CRM Plugin:

Crm Platforms

• Make notes for each customer
• Activity logs show all dealings.
• Schedule meetings & calls directly
• Create company profiles
• Filter contacts using keywords or attributes
• Saved search filters & conditions
• Assign contacts & tasks to the right agents

6. HubSpot CRM

We’ve all heard of HubSpot but we might not know what they are most known for. While they have one of the best blogs on digital marketing, they are more famous for their exceptional tools and HubSpot CRM is one of them. The plugin is highly effective in nurturing your leads and turning them into paying customers for your business.

Here is What You Can Get From HubSpot CRM WordPress CRM Plugin:

• CRM and contact management platform
• Email newsletter and marketing automation
• Forms and Popups
• Live chat and chatbots
• Built In Analytics and Dashboards

7. WooCommerce Customer Relationship Manager

This is one of the paid WordPress CRM plugins that you can download from CodeCanyon. The plugin is developed by Actuality Extensions who have a great portfolio of plugins that includes WooCommerce Order Notes, WooCommerce Conditional Features Image and more.

Features That Makes WooCommerce Customer Relationship Manager a Great WordPress CRM Plugin:

• View crucial customer indicators on the orders page.
• Send emails using the stores default WooCommerce template instantly.
• Include dynamic information in emails sent in bulk or to a single recipient.
• Place phone calls and assign products to the call for follow ups
• Delegate agents to customers for personal management.
• Group customers dynamically or a fixed set of customers

8. Groundhogg

Groundhogg is a popular CRM plugin that helps users simplify and consolidate sales and marketing which saves a lot of time and delivers better results. While this is a third party tool, it also comes in the form of a WordPress CRM plugin that you can download for free from the WordPress repository. The plugin is a great solution for WordPress users to integrate this third party CRM tool with their website.

Features That Makes Groundhogg a Great WordPress CRM Plugin:

• Unlimited emails to clients
• Unlimited contacts
• Drag and drop email builder
• Automated funnel builder
• Import and export unlimited data

9. WP CRM System

WP CRM system is a relatively new WordPress CRM plugin but it’s highly functional and pack with a lot of features. The plugin allows you to have an unlimited number of records and lets you sort them for future reference. You can also manage team, projects, assign tasks and track marketing campaigns from the WordPress dashboard that you are already familiar with.

Features That Makes WP CRM System a Great WordPress CRM Plugin:

• Import contacts from your old CRM
• Receive email updates upon creating a project or task
• Create new contacts from existing users
• GDPR compliant

Final Words

In today’s timeline, you can easily find a whole host of WordPress CRM plugins that can integrate with hundreds of premium CRMs, lead management CRMs and email marketing services providers. They can also be used in conjunction with Google Analytics through its powerful reporting along with client analysis tools, visual graphics form builder, track page conversion system, search functionalities, several lead synchronization with other system, and acquiring in-depth information regarding clients. While it may be difficult to find a CRM with all these features and functionalities, there are a few that offer a complete package solution for all types of WordPress users, no matter

CRM’s are essential to create meaningful and profitable relationships with your clients. Whether you have to create a large client data base or want to create personalized emails and messaging, CRMs take care of everything. In this article I listed the best and up to date WordPress CRM plugins that you can use to nurture your leads and turn them into paying customers and clients.

If I missed your favorite WordPress CRM plugin, do let me know in the comments or ping me at moeez@wpblog.com

Conclusion

In today’s timeline, you can easily find a whole host of WordPress plugins and software that can integrate with hundreds of premium CRMs and email marketing services providers. They can also be used in conjunction with Google Analytics through its powerful reporting along with client analysis tools, visual graphics form builder, track page conversion system, search functionalities, several lead synchronization with other system, and acquiring in-depth information regarding clients. While it may be difficult to find a CRM with all these features and functionalities, there are a few that offer a complete package solution for all types of WordPress users, no matter

Description

WP-CRM System is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business.

More than a CRM

Wpcrm Mc-mc Login

WP-CRM System allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Easily import contacts and other records from your old CRM with our easy to use CSV uploader.

Get email updates whenever a project or task you are assigned to is created or edited. Never miss a thing!

Quickly create new contacts from existing users on your site with just one click. The plugin will take existing information (name, email address, etc.) from the user’s account and add it to the new contact in WP-CRM System.

Assists with GDPR compliance
WP-CRM System has optional features, which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Compliance requires actions on the part of your business that this plugin cannot provide.

Available features include a way for your contacts to view the data that is stored on them in WP-CRM System, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.

Not sure what GDPR is or if it applies to your business? Read our blog post on GDPR.

Premium Extensions Available

There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System.

• Zapier – Connect WP-CRM System to over 750 different apps with Zapier. Send WP-CRM System to other apps, or create/update records in WP-CRM System from data in other apps.
• WooCommerce – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
• Easy Digital Downloads – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
• Client Area – Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.
• Less Accounting – Connect to Less Accounting to manage invoices, and client records.
• MailChimp Sync – Subscribe contacts to your MailChimp list easily.
• Invoicing – Send invoices to customers and accept payments by credit card through Stripe.
• Custom Fields – Add extra fields to WP-CRM System. Keep track of an unlimited number of extra data for all of your records.
• Dropbox Connect – Attach files from your Dropbox account to any record in WP-CRM System.
• Slack Notifications – Alert your team through a Slack channel whenever a project, task, or opportunity is updated.
• Ninja Forms – Automatically create new contacts in WP-CRM System whenever a visitor fills out a contact form on your site (requires Ninja Forms).
• Gravity Forms – Automatically create new records in WP-CRM System whenever a visitor fills out a contact form on your site (requires Gravity Forms).
• Zendesk Connect – View tickets submitted to Zendesk by your WP-CRM System contacts. Quickly create a WP-CRM System task, project, or opportunity from the information provided in the ticket.

Have a suggestion for a new feature?

We’re always looking to add new features to WP-CRM System. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it!

Need Help?

Documentation for WP-CRM System and extensions can be found on our website.

Get support from the WordPress support page for this plugin, or contact support.

Languages

WP-CRM System is written in American English, and has been translated into the following languages:

• Russian – WP-CRM System Core Plugin by Maxim Glazunov
• Polish – WP-CRM System Core Plugin by Pawel Michalski
• Spanish – WP-CRM System Core Plugin by Adrián Quinteiro Ayán

If you would like to submit a translation, please submit it through our website.

Installation

1. Download archive and unzip in wp-content/plugins or install via Plugins – Add New.
2. Activate the plugin through the Plugins menu in WordPress.

FAQ

Many other CRM’s are hosted on the CRM company’s servers, which requires you to maintain an active subscription in order to access YOUR data. WP-CRM System gives you control over your data by keeping it all contained on your WordPress CRM website. You own it all and no one can ever keep you from it – just like it should be. There are no expensive contracts required in order for you to access your customer’s information.

Wp Crm System

Sure! We have a Client Area add-on, which lets you assign projects, tasks, campaigns, and even invoices (with our Invoicing add-on) to your contacts. When your contact logs into their account, they’ll be able to see everything you’re working on for them.

If you need to show your contacts the data that you have on them for GDPR purposes, you will be able to use the GDPR settings to handle this without the need for any additional plugins.

Absolutely. There are inexpensive extensions that allow you to import as little or as much information as you need to into your WordPress CRM.

Your data is only accessible through the WordPress CRM dashboard. None of it will be accessible through the public facing portion of your website unless you are using our GDPR features (see above). This allows you to provide access to as few or as many people as you need to.

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