Are you in search of the best CRM plugins for WordPress sites? If yes, then don’t look anywhere else. You’re already in the best place to find them out!
A CRM (Customer Relationship Management) tool lets you manage leads and customer relationships on your site. Moreover, it helps you understand your customers and engage with them throughout the customer lifecycle.
If you want to add the power of CRM to your WordPress site, then you can use a dedicated WordPress CRM plugin. However, there are many WordPress CRM plugins to choose from.
This article includes the best free and premium WordPress CRM plugins to help you select the most suitable one. So, let’s begin!
First, let’s learn more about CRM tools and WordPress CRM plugins. Here we go!
CRM (Customer Relationship Management) tools allow you to store customer information in a database. Moreover, you can create unique accounts for your customers plus connect with them individually.
In addition, it can improve communication with your customers. That can be by integrating email, live chat, and social media channels. Overall, it’s a great opportunity to collect customer data and analyze them to make better business decisions to boost sales.
Hence, an ideal CRM tool lets you create bonds with your customers by interacting with them via a trackable system. Ultimately, it can help to boost your sales and profitability.
Further, many free and paid tools and plugins are there for adding CRM on WordPress websites. A WordPress CRM plugin has features to improve the business’s relationships with customers.
After learning about WordPress CRM tools and plugins, let’s help you to select one!
These are the things you must consider while selecting the best WordPress CRM plugin. So, let’s check them out and keep them in mind moving ahead:
Other than that, there are various other factors you should consider. Such as compatibility with other plugins, multiple databases, messaging tools, and others.
For further help, you can read our guide on how to choose the best WordPress plugins.
With that, let’s dive right into our list of the best CRM plugins for WordPress.
Here are the best free and premium CRM plugins for WordPress. You can find features and pricing plans for each of them. With that, you can select an ideal plugin for your website.
Now, let’s jump right into it!
Jetpack CRM is one of the best all-in-one CRM plugins for WordPress. This plugin lets you manage all your contacts and client companies in one place, so you’ll never lose a lead. Hence, you can easily find new customers and serve better for the existing ones.
Further, the Jetpack CRM API (Application Programming Interface) lets you add new contacts. Similarly, you can add custom fields to the contacts, segment them into groups, and upload client files to attach them.
Moreover, it has built-in tools for quotes, invoices, and transactions. So, you can write and send proposals and invoices. Also, it can store transactions against your contact, like orders, donations, or anything. Plus, you can track transactions per contact or company.
Jetpack CRM is a freemium WordPress plugin. It means it has both free and paid versions to add CRM features to your site. You can download the free plugin from the WordPress.org plugin directory or its site. Also, you can install the plugin from your WordPress dashboard.
The free plugin has all the core CRM features. However, you can always upgrade to a premium plan for more functions. The premium price options are:
HubSpot is another feature-packed CRM plugin for WordPress sites. It includes all the tools and integrations you need for marketing, sales, and customer service. Ultimately, you can create a healthy relationship with your audience and grow your business using HubSpot.
More simply, you can track each customer interaction and view a 360-degree view of your customers. All of that is from one place on your WordPress dashboard.
Further, you can build professional emails using 20+ email templates. Also, it lets you customize them using the drag-and-drop email builder. Then, you can send them to your entire contact database. Or automate the emails whenever a customer reaches out to you.
HubSpot is another freemium WordPress plugin with both free and premium plans. The free plugin is downloadable from the WordPress.org plugin repository or its website.
If you want more premium features, then buy one of the following plans of HubSpot CRM Suite:
FluentCRM can store all your contact information in one place. Also, you can auto-import your contacts from CSV or plugins like WooCommerce to view them in a single place. Further, it lets you segment your contacts by lists, tags, and filters to easily target.
Moreover, this plugin has a powerful visual automation builder for emails. So, you can also send email campaigns to targeted audiences or automate emails to new customers. Plus, send marketing emails to specific lists or tags, excluding some contacts.
FluentCRM has both free and paid versions. The free plugin is present on WordPress.org and its official site. Also, you can install it on your WordPress dashboard directly.
On the other hand, its premium version contains the following price options:
WP ERP is a complete HR (Human Resource) solution with CRM and accounting modules for business sites. With the CRM module, you can easily convert leads to customers. So, it lets you add contacts, contact groups, and company profiles.
Moreover, you can make notes for customers, view their activity logs, and schedule meetings and calls with them. On top of that, this plugin lets you filter contacts with keywords and attributes. Also, you can save search filters and conditions.
Moreover, it has a built-in WooCommerce CRM function. With that, you can sync the order details and customer data for tracking your sales.
WP ERP is a freemium WordPress plugin by weDevs. The free plugin is present in the WordPress.org plugin directory. Another way is to install it on your WordPress dashboard.
If the free features aren’t enough, then go with WP ERP Pro, which costs $9.99/mo. Further, the price differs based on the number of users your site will have and the extensions you’ll use.
For example, 1 user on the plugin costs you $12.99/mo without any extension. While 500 users make the cost to be $1509.99/mo without an extension. Adding an extension costs you $2.49 to $9.99/mo more. Hence, it all depends on your needs!
This plugin integrates your WordPress site with Contact Form 7 and Zoho CRM. Moreover, you can connect forms built with Contact Form 7 to your Zoho account using the Zoho API key. In this way, you can get the Zoho CRM functions to WordPress.
On top of that, you can sync your form fields to any Zoho object. Such as contacts, accounts, leads, orders, etc. Also, there’s no limitation on the number of fields.
CF7 Zoho is a free Zoho CRM plugin for WordPress sites. Hence, you can install it right on your WordPress dashboard. Or download it from the WordPress.org plugin directory and add it to your website.
Additionally, it has a premium version called Contact Form Zoho. This includes the following price options to choose from:
In addition, there’s also a separate plugin by CM Perks (same company) for WooCommerce stores with more features. It’s called WooCommerce Zoho Integration.
Groundhogg is one of the best award-winning WordPress CRM and marketing automation plugins. It has a powerful contact management system that gives unlimited CRM custom fields. Moreover, you can store CRM notes and profile pictures on every contact.
Apart from them, it lets you segment your contacts with tags. Also, you can use advanced searching and filtering options to quickly find contact information.
Not to mention, this plugin also saves the activity and email history of contacts. Plus, it even discovers their location automatically and helps for better CRM.
This freemium WordPress plugin is present in multiple free and premium price options. For basic features, download the free plugin from the WordPress.org plugin repository. And then upload it to your WordPress dashboard.
But you can purchase a premium version if you want additional features. The prices are:
WP-CRM System is the official CRM plugin by the premium WordPress support team. So, you’ll get a familiar WordPress interface to manage your customers, projects, and tasks.
Moreover, you can create unlimited new contacts from your existing site users with one click. Hence, the plugin can take existing information from the user’s account and add it to your CRM system. Also, you can import contacts from your old CRM with a CSV uploader.
It includes a free plan and various premium extensions. You can download the free plugin from the WordPress.org website. Or directly install it on your dashboard instead.
Moreover, you can purchase every extension you want for more features and integration with other software. Else choose one of the following paid bundles with those extensions.
If you want to connect your WordPress website with top CRM platforms, then here’s WP Fusion. This plugin syncs your registered WordPress users with your connected CRM. So, you can keep user profiles in sync with CRM contact records.
Additionally, WP Fusion also connects with marketing automation systems. Ultimately, you can create highly targeted campaigns through email, SMS, and other marketing channels.
WP Fusion Lite is a free WordPress CRM plugin. It’s present in the WordPress.org plugin directory. So, you can download it or simply install it from your WordPress dashboard.
Furthermore, WP Fusion also has a premium version with the following price options:
MWB HubSpot for WooCommerce is one of the best free WordPress CRM plugins to connect WooCommerce stores with HubSpot. It helps you easily manage your customers and their orders because HubSpot lets you track them efficiently.
Moreover, this plugin syncs all data from WooCommerce to HubSpot CRM. Now, you’ll have comprehensive customer profiles. Also, you can view the contact management records in a tidy timeline showing the contact’s activities, orders, and transactional information.
MWB HubSpot for WooCommerce is a 100% free plugin. So, you can download this plugin from the WordPress.org plugin repository and add it to your site. Else install it right into your dashboard and get started.
In search of a WordPress plugin to integrate Gravity Forms with Salesforce CRM? Then, go with Gravity Forms – Salesforce CRM Integration. This plugin can automatically add or update the Gravity Forms form submissions to your Salesforce CRM account.
Further, it can easily map your form fields to your Salesforce CRM Lead, Contact, or Case fields. Since the plugin supports all the custom fields, including phone, date, email, text, picklist, and more.
Gravity Forms – Salesforce CRM Integration is a premium WordPress plugin in the CodeCanyon marketplace. It costs $30 for a regular license with future updates and 6 months of support. An additional 6 months of support makes the total price to be $39.38.
Furthermore, the integration leads the form to be automatically added as lead, deal, person, organization, or activity to your Pipedrive CRM account. Also, you can add extra data about them on your CRM.
Another premium plugin on our list is Contact Form 7 – Pipedrive CRM – Integration. This plugin costs $30 for the regular license in the CodeCanyon marketplace having future updates and 6 months of support. Also, you can extend the support for up to 12 months by paying $9.38 extra.
That’s a wrap! This is the end of the best CRM plugins for WordPress sites.
Here, we came up with the top free and premium WordPress CRM plugins. So, you can go with any plugin you prefer.
However, we recommend using Jetpack CRM. Jetpack is a powerful plugin with several security, speed, performance, and growth features. That includes the freemium Jetpack CRM plugin with all the CRM tools to grow your business.
If you’re still confused, then post your queries in the comment. We’ll try to help you as much as possible.