7 Proven CRM Plugins for WordPress

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You’re always looking for ways for your customer base to have a better experience on your website. From detailed descriptions to easy-to-navigate categories, your website helps the customer find what they’re looking for on each visit. This helps to drive sales and incoming conversion rates. If you’re using WordPress to build and maintain your website, there are some Customer Relationship Management (CRM) plugins that can help you grow current customers and entice new ones.

The following is a list of CRM plugins for WordPress that are often successful

  1. UkuuPeople
  2. Zero BS CRM
  3. UpiCRM
  4. WP-CRM 
  5. WP ERP
  6. DX Sales CRM
  7. WordPress Leads

It’s important to understand what a CRM is first and how the differences between CRM plugins for WordPress can be helpful or hurtful to your business.

What Is a CRM Plugin?

A CRM plugin is a tool that your company uses to gather information about customers to your website. The plugin helps you understand and interact with your clients in a more meaningful way. CRM Plugins for WordPress can provide a variety of ways to capture and utilize data from customers visiting your website. Your company can take this information and use it to target specific clients. It’s a great tool to help you to up your marketing game. However, first, you need the right plugins.

Most Popular CRM Plugins for WordPress

Not all CRM plugins for WordPress are created equally. Not every company uses the data from a CRM plugin in the same way. It’s up to you to find the plugin that works best for your needs. We’ll get you started with a look at a few of the most popular ones. 

1) UkuuPeople

This CRM plugin is one of the simplest to use while providing you with massive amounts of data. UkuuPeople creates a master list of all of your customers and provides you with easy ways to sort those customers. You can create “Tribes” of similar customers based on their preferences. It will track and record each interaction with a customer. You can use this information to build customer email lists.

If you’re unsure, you can demo the plugin. You can create a contact form, donation page, and a customer contact form and record. This can help you see if it’ll work for your company and its need for customer information. 

2) Zero BS CRM

This is a free plugin that acts as a hybrid. It acts as a CRM plugin and so much more. Zero BS CRM allows your company to manage customers, create quotes, and send invoices. This plugin offers a variety that can alleviate time wasters around your office. 

The plugin installs in around four minutes without a lot of hassle. The business to business (B2B) mode makes it a snap for your sales team to use the plug in to build quotes based on each client’s requests and price tier. This plugin also works well with mobile devices. The plugin is designed to help your staff interact with clients and turn those interactions into sales. 

3) UpiCRM

Even as a relatively new WordPress CRM plugin, UpiCRM is getting good reviews and many companies are adopting it. This free plugin combines CRM and management functions. The plugin allows up to five users, and it’s easy to install and activate. The dashboard is clear and well-defined with key performance indicators (KPIs) available to your company.

 You can assign leads to individual sales department staff members directly from the plugin. This plugin supports the tagging of URLs so that you can see where the website’s traffic originates. This means that you can see which of your company’s marketing campaign led the customer to your website, and you can use this information to decide where to spend your marketing dollars in the future. 

Person outlining what CRM plugin for WordPress is

4) WP-CRM 

If you’re looking for a very interactive plugin that allows you to easily manage customer data, then WP-CRM might be the solution. This free plugin offers interactive charts that make it a snap to see various attributes within the measurable data. You can easily organize, edit, and filter customer information with this plugin so you can respond to client requests and possibly get a sale. 

This plugin comes with contact forms for customers to fill out on your website. As your sales staff gets to know customers, they can quickly add attributes to the customer’s file. You can use the group notification feature to send everyone on your sales team a message through the plugin. 

5) WP ERP

This CRM plugin is a very popular one and offers assistance in Human Resources and accounting as part of its functions. There is an email function built into the plugin along with a way to disperse leads and a community area to discuss relevant topics for your business. The WP ERP plugin offers an impressive overview of your customers and the activity on your website.

It’s a great place to create a schedule for each of your departments and employees and push email notification as you need to send them out. You can add notes during meetings and easily monitor and log events, so all your essential customer information is available in one location. 

6) DX Sales CRM

Highly interactive and very organized, DX Sales CRM is a free CRM plugin that allows you to deal with essential customer information in a much-defined hierarchy progression. The simple dashboard helps you quickly and efficiently create detailed reports about customers and their behaviors on your website. 

With this plugin, you can create a self-service portal to let your customers do more on your website which can possibly help drive new business. The company that created the plugin offers video tutorials to help you launch the plugin and use all of its features. 

7) WordPress Leads

With more than 7,000 active installs, WordPress Leads is easy to install, free, and a cinch to use. This plugin has an option where you can easily build forms to place on your website. When a customer goes from being a visitor to a buying customer is called conversation, and with this plugin, you can see the page where this occurred. It’s one of the best plugins for collecting, organizing, and managing leads for your sales staff. 

At WPFarm, we’re ready to partner with you to create a WordPress website that attracts more customers and allows them to easily navigate it. We’ll help you choose CRM plugins for WordPress to organize customer data, develop leads, and convert visitors. Contact us for more information. 

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Chris Kirksey

7 Proven CRM Plugins for WordPress

You’re always looking for ways for your customer base to have a better experience on your website. From detailed descriptions to easy-to-navigate categories, your website helps the customer find what they’re looking for on each visit. This helps to drive sales and incoming conversion rates. If you’re using WordPress to build and maintain your website, there are some Customer Relationship Management (CRM) plugins that can help you grow current customers and entice

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