WordPress CRM plugins

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.

In this post, we’ll discuss the benefits of using a CRM, as well as why you should consider turning WordPress into a tool that can help handle your contacts. Finally, we’ll compare and contrast our top three WordPress CRM plugins – by the end of this post you’ll have a clear idea on which solution is right for you.

What is a CRM?

A Customer Relationship Management (CRM) system helps to manage all of your company’s interactions with existing and potential customers.

It acts as a hub for your customer’s contact details to keep them easily accessible, searchable, and manageable. In addition, a high-end CRM typically boasts features such as calendars, task management, email marketing, and website form creation, to help organizations generate and follow up on leads.

Agile CRM - alternative to WordPress CRM plugins

Agile CRM is a popular standalone choice for handling customer interactions.

For instance, ClicData’s use of Agile CRM is a typical example of the benefits of CRMs. Despite having a global reach, they were having trouble managing leads manually, and required a CRM to help unify their contacts. They also required the marketing and sales features a quality CRM provides to help their sales teams chase up new and existing leads.

By adopting Agile CRM, ClicData were able to fulfill all those needs. They increased their lead follow up rate by 90%, and enhanced their sales figures by 30% compared to the previous year.

Why should you use WordPress as a CRM?

Perhaps the biggest benefit of choosing one of 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 administrate day-to-day. 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 three WordPress CRM plugins to get the job done.

The 3 best WordPress CRM plugins compared

vCita CRM & Lead Management for WordPress

Overview

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 client communications, notifications, and reminders.

The plugin works together with vCita LiveSite – 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.

Finally, vCita also has iOS and Android apps to help you view, manage, and reply to customers wherever you are.

Pros

  • An excellent extension of the vCita platform
  • Actively engages with visitors to make sales, appointments, and more
  • Native iOS and Android apps

Cons

  • The advanced nature of the plugin will overwhelm those looking for a simpler CRM solution

Who is CRM & Lead Management for WordPress best suited for?

If you already make use of vCita’s LiveSite platform, using this plugin is a no-brainer. However, it may not be suitable if you’re looking for a simpler solution.

UpiCRM

Overview

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 integrates with Google Analytics, providing detailed insights into user activity from your dashboard.

Pros

  • Complete customer life cycle management
  • Teamwork and collaboration features built-in
  • Role hierarchy options
  • Dashboard KPIs give quick and easily digestible insights

Cons

  • Limited marketing campaign monitoring features

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.

UkuuPeople

Overview

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.

Pros

  • Manage and monitor interaction with multiple ‘TouchPoints’
  • Easily build email lists
  • Manage and assign tasks
  • Can be integrated with other popular business apps

Cons

  • Integrations with other business apps comes with a cost

Who is UkuuPeople best suited for?

UkuuPeople is a WordPress CRM plugin with many advanced options, as well as integration with other vital business apps. This makes it ideal for medium and even large sized companies looking to turn WordPress into a CRM.

Conclusion

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 an ideal solution, both for your productivity and budget. Let’s recap the solutions we’ve compared:

  1. vCita: Ideal for vCita members looking to expand operations to their WordPress website.
  2. UpiCRM: For teams working together to manage customer life cycles.
  3. UkuuPeople: Ideal for larger teams looking for more advanced options.

Are you a fan of any of the above WordPress CRM plugins, or do you make use of another solution to handle your business contacts? Let us know in the comments section below!