Why do you need WordPress CRM plugins? First, let’s agree that keeping track of business contacts can seriously eat into your daily schedule, robbing you of the time you need to grow your brand – and without growth, your business could quickly go from forward-thinking to moving backwards.
Customer Relationship Management (CRM) systems are designed to help you regain that time. Many CRMs also assist with correspondence, serving as a potential difference between a missed business opportunity and the clinching of a major deal. It’s of no surprise that, once again, WordPress is flexible enough to accommodate the need for such software, with a number of WordPress CRM plugins out there to choose from.
What is a CRM?
Why should you use WordPress as a CRM?
Perhaps the biggest benefit of choosing one of the WordPress CRM plugins is the fact that so many are available for free. In contrast, standalone CRM platforms – such as Agile CRM – tend to cost a pretty penny.
Furthermore, contacts that are already integrated with your WordPress website will be far easier to access and manage on a day-to-day basis. Having everything under the same digital roof helps streamline the workflows of both you and your staff.
Finally, you and your team should already be familiar with the WordPress environment, so you won’t have to get used to a new interface in order to start managing your customer’s details efficiently.
Now that we’ve explored why WordPress is a good home for your CRM system, let’s take a look at our top four WordPress CRM plugins to get the job done.
The four best WordPress CRM plugins compared
1. vCita CRM & Lead Management for WordPress
Current Version: 2.5
Last Updated: July 15, 2018
vCita CRM & Lead Management for WordPress is a powerful CRM solution that enables you to generate new sales opportunities, track all interactions, gain insights, and collect payment from customers. It even automates your client reminders, notifications, and overall communications.
The plugin works together with vCita’s Small Business Management App – a free customer relationship platform that encourages site interaction. Those actions include sending messages, scheduling appointments, uploading documents, and paying for services – even from mobile devices.
- An excellent extension of the vCita platform
- Actively engages with visitors to make sales, appointments, and more
- Native iOS and Android apps
- Offers integrated email and SMS marketing tools
- The advanced nature of the plugin may overwhelm those looking for a simpler CRM solution
- The iPhone app has been known to have interface problems
- If you upgrade your vCita software you may feel like the monthly pricing is too expensive
Who is CRM & Lead Management for WordPress best suited for?
If you already make use of vCita’s all-in-one small business management app, using this plugin is a no-brainer. However, it may not be suitable if you’re looking for a simpler solution. We also like it for those companies that want to incorporate payment and marketing tools into their CRM.
2. WP ERP – HRM, CRM & Accounting Solution For WordPress
Current Version: 1.4.2
Last Updated: February 15, 2019
WP ERP is an enterprise resource planning plugin made for medium to large companies working with WordPress. It’s actually a full suite of tools including features for recruitment, accounting, human resources, and customer relationship management.
Therefore, you’re able to expand upon your CRM and bring most of your resource planning into one WordPress dashboard. For instance, the human resources module helps with communicating with employees and adding them to departments.
That said, this article is about WordPress CRM plugins, so that’s what we’ll focus on.
The CRM provides options for personalizing the customer life cycles for each client. It includes notes for marking down important interactions, along with a full log of every communication. Leads are collected through the plugin, where you can then assign tasks to different people in your organization. Categorize your contacts, and even schedule meetings with clients from within the plugin.
- You don’t just receive a CRM, but four other modules for things like recruitment, documents, human resources, and accounting
- The CRM has customization tools for personalizing your business approach for each client
- The ERP core plugin is free
- Integrates with popular apps and software like WooCommerce, Mailchimp, and Salesforce
- It’s easy to assign tasks to team members
- Interaction logs are stored automatically, but you still have manual tools for notes and grouping customers
- You may have to upgrade to more advanced features or add some extensions for an additional cost
- Some companies may not want a full suite of products like this
- Some of the premium add-ons can be found for free in other plugins on this list – like payroll and payment processing
Who is WP ERP best suited for?
WP ERP makes the most sense for medium to large businesses that also want to take advantage of the other tools for recruitment, accounting, and human resources.
UpiCRM is a free WordPress CRM plugin that works with your chosen contact form plugin to capture and manage leads. It boasts powerful user management, enabling you to configure roles, assign leads, group contacts, and send emails – ideal for teams working collaboratively.
UpiCRM also offers an advanced analytics system, providing detailed insights into user activity from your dashboard. This helps with gathering traffic sources and actually linking your leads to those sources. Along with an elegant and “behind-the-scenes” interface, UpiCRM ranks as one of the best WordPress CRM plugins.
- Complete customer life cycle management
- Teamwork and collaboration features built-in
- Role hierarchy options
- Dashboard KPIs give quick and easily digestible insights
- Built-in analytics for improved tracking and marketing
- The plugin is completely free with no upsells
- Limited marketing campaign monitoring features
- Although it works with a handful of popular contact form plugins, you may find that your current solution is not supported
Who is UpiCRM best suited for?
Thanks to its user management features, UpiCRM is best suited to teams looking to manage the entire life cycle of a customer. It’s particularly nice for linking to current databases and creating hierarchies for users. In short, I like it best for that initial transfer process from a contact form to a database.
UkuuPeople is perhaps the most detailed standalone WordPress CRM plugin on this list, helping you manage your contacts from a master list. You can then segment your contacts into groups (or ‘tribes’), and monitor interactions with them via ‘TouchPoints’. Furthermore, you can build an email list, schedule meetings, manage tasks, add team members, and more – all from your WordPress dashboard.
Finally, UkuuPeople is a free plugin, although premium add-ons are available to integrate UkuuPeople CRM with relevant third-party business apps such as MailChimp and Google Apps. These add-ons are sold as bundles (typically a few hundred dollars) or as individual extensions (usually around $50 to $100 per add-on).
The primary features offer options throughout the client life cycle. For instance, you can sell products, generate business directories, build mailing lists, and collect leads from a contact or donation form.
- Manage and monitor interactions with multiple ‘TouchPoints’
- Easily build email lists
- Manage and assign tasks
- Can be integrated with other popular business apps like Gravity Forms and Give Donations
- The core plugin is entirely free
- It has tools for selling products or accepting donations
- Integrations with other business apps come with a cost
- There aren’t any plugin translations outside of English
Who is UkuuPeople best suited for?
UkuuPeople is a WordPress CRM plugin with many advanced options, as well as integrations with other vital business apps. This makes it ideal for small to medium-sized companies looking to turn WordPress into a CRM. The contact forms connect nicely with your databases, and it’s also an excellent plugin for collecting money from clients.
If your brand depends on working with a large number of contacts, the time needed to simply manage and organize those details can be a mind-numbing chore – not to mention a poor use of your time.
WordPress CRM plugins are ideal solutions, both for your productivity and budget. Let’s recap the plugins we’ve compared:
- vCita: Ideal for vCita members looking to expand operations to their WordPress website.
- WP ERP: An excellent choice if you want a full enterprise management suite with a CRM, accounting tools, HR options, and more.
- UpiCRM: For teams working together to manage customer life cycles and collect leads from contact forms.
- UkuuPeople: Ideal for slightly larger teams looking for more advanced features like payment acceptance and touchpoint monitoring.