{"id":1394,"date":"2016-09-02T13:14:46","date_gmt":"2016-09-02T10:14:46","guid":{"rendered":"https:\/\/themeisle.com\/blog\/?p=1394"},"modified":"2024-03-25T12:43:26","modified_gmt":"2024-03-25T10:43:26","slug":"wordpress-crm-plugins","status":"publish","type":"post","link":"https:\/\/themeisle.com\/blog\/wordpress-crm-plugins\/","title":{"rendered":"5 Top WordPress CRM Plugins (+ How to Turn WordPress Into a CRM)"},"content":{"rendered":"

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 \u2013 and without growth, your business<\/a> could quickly go from forward-thinking to moving backwards.<\/p>\n

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 CRM plugins out there to choose from.<\/p>\n

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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 five CRM plugins \u2013 by the end of this post you’ll have a clear idea on which solution is right for you.<\/p>\n<\/div><\/div>\n

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\n\t\t \t\tHow to turn #WordPress into a #CRM<\/a>\n\t\t \t<\/div>\n\t\t \t
\n\t\t \tClick To Tweet \n\t\t \t\t<\/span>\n\t\t \t<\/a>\n\t\t <\/div>\n\t\t<\/div>\n<\/div><\/div>\n<\/div>\n

What is a CRM?<\/h2>\n
<\/span>Click here to learn what a CRM is<\/div>
\nA Customer Relationship Management (CRM) system helps to manage all of your company’s interactions with existing and potential customers.<\/p>\n

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.<\/p>\n

\"Agile

Agile CRM<\/a> is a popular standalone choice for handling customer interactions.<\/p><\/div>\n

For instance, ClicData’s use of Agile CRM<\/a> 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.<\/p>\n

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 conversions by 30% compared to the previous year.
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Why should you use WordPress as a CRM?<\/h2>\n

Perhaps the biggest benefit of choosing one of the CRM plugins is the fact that so many are available for free<\/a>. In contrast, standalone CRM platforms \u2013 such as Agile CRM \u2013 tend to cost a pretty penny.<\/p>\n

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.<\/p>\n

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.<\/p>\n

Now that we’ve explored why WordPress is a good home for your CRM system, let’s take a look at our top five CRM plugins to get the job done.<\/p>\n

\nHere’s a short table comparison if you’re in a hurry:<\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t
Plugin<\/th>Core Plugin Price<\/th>Add-ons?<\/th>Feature Set<\/th>\n<\/tr>\n<\/thead>\n
vCita CRM<\/a><\/td>Free<\/td>Yes (Premium)<\/td>Midrange<\/td>\n<\/tr>\n
HubSpot CRM<\/a><\/td>Free<\/td>Yes (Premium)<\/td>Robust<\/td>\n<\/tr>\n
WP ERP<\/a><\/td>Free<\/td>Yes (Premium)<\/td>Robust<\/td>\n<\/tr>\n
UpiCRM<\/a><\/td>Free<\/td>None<\/td>Basic<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n<\/div><\/div>\n

The five best WordPress CRM plugins compared<\/h2>\n

1. vCita CRM & Lead Management for WordPress<\/h3>\n
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\n\t\t\n\t\t\t\"CRM\t\t\tCRM and Lead Management by vcita<\/span><\/span>\n\t\t<\/a>\n\t\t
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Author(s):\t\t\t\t\t\t\t\t\tvcita<\/a>\n\t\t\t\t\t\t\t<\/p>\n\t\t\t

Current Version:<\/span> 2.8.1<\/p>\n\t\t\t

Last Updated:<\/span> July 23, 2025<\/p>\n\t\t\t

Direct Download<\/a><\/p>\n\t\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t72%Ratings<\/em>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\n\t\t\t\t\t\t100+Installs<\/em>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\n\t\t\t\t\t\tWP 4.6+Requires<\/em>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div><\/div>\n\n