11 Free Best WordPress CRM Plugins for Small Businesses

Are you comparing the best WordPress CRM Plugins software for your small business? CRM software can help you manage customer relationships, increase sales, and grow your business. Due to the important role, that customer relationship management (CRM) software plays in the success of your business, it is very important to research the industry properly and compare the top rankings. CRM provider before making a decision.

True Customer Relationship Management (CRM) software helps you understand your customers and engage them throughout their life cycle. This is achieved by collecting and analyzing large amounts of data. From research to marketing to customer service, you can collect and analyze customer data to uncover problem areas and uncover hidden opportunities. The CRM industry has always been seen as a growing market. Still, because of the beneficial results companies have seen, it is actually the largest software market in the world.

This article shares some of the best WordPress CRM Plugins for your small business.

Define CRM and How Does It Work?

CRM is the latest way to track potential customer interactions and generate leads online. Get complete control over your customer relationship data in one place for more personalized discussion with your customers.

However, we recommend choosing WordPress CRM Plugins that offers more features related to your industry or business niche. Whether it’s a personal blog for branding, a small business website, or an online store, you need to use CRM to manage your business relationships. Share data within your team and take your business to the next level.

However, these processes become inefficient as your business grows and can lead to significant loss of opportunity/sales if you do not fix the problem quickly enough. WordPress CRM Plugins software helps solve problems by storing all aspects of the customer relationship. Create a database for easy access. This makes marketing, sales, and customer support teams immediately available to all data when needed. WordPress CRM Plugins software can be very helpful in increasing sales, building customer relationships, and delivering great customer service. Your customers receive more personalized, attentive, and highly efficient service.

WordPress CRM Plugin

The WordPress CRM Plugins provides full-featured CRM that is displayed directly on your WordPress dashboard. It’s free to download and use on the site, and can also be extended with paid add-ons such as Zapier, WooCommerce, and Invoicing extensions. The standard core plugin allows you to store an unlimited number of contacts in your database. The plugin has tools for managing projects, tracking marketing, and setting up individual tasks for workers. It’s also convenient to be able to export or import records at any time.

The WordPress CRM Plugins provides simple contact management with unlimited amount in the database.You can use custom fields to tune your brand’s CRM logging system. The basics of project management are packed into plugins, eliminating the need for secondary plugins to do the same. You can import a large CSV file and export it if: If you want to move from one CRM to another, the report is fairly comprehensive to get a complete picture of your company’s performance, future deadlines, and how your clients are treated.

The plugin is integrated with a large collection of premium add-ons. Options for linking with Slack, Gravity Forms, etc. There is a one-click feature to get in touch within seconds. The contact log isn’t finalized, but it does some tricks to get important information during a sales call. Several languages ​​are supported so that people who speak languages ​​other than English can enjoy the plugin. This particular CRM is not hosted. On the developer’s server. Therefore, you do not have to pay for a service subscription and have full control and ownership of your data.

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UpiCRM

UpiCRM is a completely free WordPress CRM and lead management solution. This is a fairly new plugin, but it’s already very popular with a fair amount of ratings and thousands of installations, and if you finally decide to upgrade to premium CRM, the UpiCRM WordPress plugin provides bulk export, which is useful. is. Ability to transfer all contacts to another system.

Key features include creating contact forms and collecting leads to access the database. One of the reasons I really enjoy this plugin is that it automatically links to multiple websites to aggregate data collections from multiple sources. You’ll also find that the integration options are better than your competitors by connecting to other CRMs, WordPress plugins and Google Drive. UpiCRM is compatible with existing Contact Form plug-ins, such as Contact Form 7, Ninja Forms, etc. UpiCRM has an import process that maps existing database / form fields to create a new single centralized database for all leads within your WordPress dashboard.

Plugins help track leads and sources down to the closing process. Assign leads to team members either automatically or manually. It has the ability to track the traffic source of a lead that contains custom UTM parameters. The plugin is beautiful. Dashboards and KPIs require fewer reports. All contacts can be centrally managed in one place. Controls are provided in your WordPress dashboard, so you can tweak your site design, create blog posts, and see which leads you need to work with all in one place. The plugin is integrated with a long external list. Software and programs. It’s easy if you come across a feature that your CRM lacks. For example, you can link UpiCRM with other CRMs, Google Drive, and web services.

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WP ERP

WP ERP is a free plugin that combines both small and medium-sized businesses with CRM, HRM, and accounting solutions. This WordPress CRM plugin contains various modules for CRM functions as well as HRM and accounting solutions. There is no limit to anything, so you can create as many entries as you need in every module.

You don’t have to pay anything to get started with the WPERP plugin. The free version has the most important tools to help businesses stay in touch with their customers and record their interactions. Free elements include company information management, location tools, and holiday calendars. You can also create contact groups to make notes in your customer profile.

You can create a complete company profile with a white label. HR Manager is packed into a WP ERP plugin with features for managing locations, handling employee benefits, and sharing company-wide announcements. Client management works well with CRM with the option to handle the customer’s life cycle and create contact groups.
There is an activity log where you can check in customers to see what they’ve talked about before. You can filter the customer database using attributes and keywords. If you have an agent, you can use the plugin to assign specific contacts to specific people in your organization.
CRM activity reports are great for seeing how your company is growing and whether your services are helping your clients. CRM has a great accounting system that provides tools for non-accountants. Some features include balance sheet, income tracking, and reporting.

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Contact Form 7 Zoho

This is a highly acclaimed WordPress plugin that links the Zoho CRM suite to the ContactForm 7 plugin and synchronizes contact form submissions with CRM. This means that you will use Contact Form 7 as usual to create a contact form, but it makes sense to focus on lead generation rather than a simple contact form. The submitted form is then submitted directly to Zoho, where all information is logged and saved for later use.

Advanced search tools make it easy to filter and identify contacts based on a quick search for phone numbers and emails.You can integrate your plugin connection with Google Analytics. This is essential for combining website statistics with lead generation statistics. The plugin includes a geographic location feature for instant location information. It may not be exactly correct, but at least you can see which city has clients.

Create a custom Zoho CRM module to allow attachments and tags for all your contacts. You can generate contacts in WordPress or create them in Zoho. All contacts are synced between programs, so it doesn’t matter where they are created. There is no limit to the number of fields you can create for your contact form, all can be customized with plugins and Zoho. Filters all ContactForm7 submissions sent to Zoho CRM. This simplifies the task by eliminating the need to create unique filters on both systems.

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HubSpot

HubSpot’s WordPress plugin allows you to connect your WordPress website to the free HubSpot CRM to organize, track and grow your leads and customers. This plug-in goes far beyond CRM and has a complete suite of features for creating forms, performing live chats on websites, and providing analytics. There are also email marketing tools for sending automated emails and newsletters. All of this is put together in a great package to attract visitors and build a beautiful customer management platform. HubSpot is known for its powerful marketing tools, so this is a great opportunity to take advantage of some of the most advanced customer relationship tools on the market.

As mentioned earlier, CRM is completely free and there is a WordPress plugin to integrate with your current site. It takes a little time to configure CRM online. Next, we’ll show you a beautiful dashboard with graphs and reports in an interactive demo. The CRM plug-in comes with a free-form generator that can capture the content submitted by visitors and automatically synchronize it with your CRM. Also, if you are using another form tool such as GravityForms or NinjaForms, those leads will be automatically added to your contact list.

Form Builder is great for creating pop-ups, banners and embedded forms. In addition to its valuable CRM, you can use live chat and chatbots to connect with prospects and personalize conversations on a large scale. All chats are automatically recorded in CRM. You can also take advantage of built-in analysis with a wealth of data. The plugin automatically enhances contact profiles with public information from across the web, such as job titles and social profiles.

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WP Fusion Lite

This version syncs contacts and user-managed items between your WordPress site and selected third-party CRM. Therefore, this is not a complete CRM system, but a link to your WordPress site and the CRM you want to use. However, the plugin does include some basic CRM features such as automatic contact creation and restricted access to sites and databases.

As you can see, not all services and plugins listed above are considered CRM by the average consumer. For example, AWeber is an email marketing tool with a contact database. However, the WP Fusion team only emphasizes that the plugin is integrated with various contact management tools. The WPFusion plugin is tightly integrated with many CRM solutions.

Great for adding some basic CRM tools to your WordPress site. Then connect to a more powerful CRM to complete your system. Use CRM tags to lock pages in WordPress and create an easy-to-use membership website. You can access the integration with WooCommerce and Easy Digital Downloads. Both are essential for selling digital and physical products online and are all integrated into the customer list. WPFusion features integration with learning management systems such as Lifter LMS and Learn Dash. Customer data synchronization tool collects extended user data, WordPress and CRM. It has all updated lifetime values ​​and user accounts synced across multiple sites.

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Bitrix24 CRM

The free Bitrix24 CRM tool can also be another great WordPress CRM solution. This is technically not a plugin, but an integration designed specifically for WordPress. You can save your contacts to your WordPress user database, add them manually, or retrieve them automatically from your website’s lead generation form. If you’re worried about prospects or customers being designated as users, you can be a little relieved because you can specify the default roles assigned to them.

Advanced options also allow you to specify required fields. Bitrix24 CRM makes it easy to edit forms and manage your contacts from within your WordPress admin. Each contact record can be categorized by contact type and has a communication thread so you can track all interactions. A big advantage of this tool is the support options. Developers have a strong area of ​​support not only for blogs but also for websites. It’s a good idea to test Bitrix24CRM to see if it helps your organization. Based on online reviews, some users like it, while others prefer other options. The main benefits include the fact that it’s completely free and all the tools are integrated into your WordPress dashboard. Therefore, you do not have to move to another platform to manage your customers.

There are quite a few apps available for Bitrix24 CRM. Some are free and some require payment. Some of the apps we’ve focused on include the Event Calendar, ClickSend SMS, and the CallingBot24 app. Many of the apps seem to be directly tied to client management and are designed to increase the productivity of sales reps or analyze data about customers. Bitrix24CRM provides an easy tool for creating contact forms that integrates directly with other additional features. On to send emails and manage those customers. The contact form can be placed anywhere on your website with the help of shortcodes. Get options for organizing your users with custom attributes and classifications. You can track all communications with your customers. This means the ability to log messages and write your own notes about the user.

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Lead Form Data Collection to CRM

With hundreds, if not thousands, of CRM software, you can collect and manage your contacts and understand where you are in the course of your customer’s life cycle. However, the big problem is finding a website integration, whether it’s WordPress or another site builder. Lead form data collection to CRM plugins solves this problem on some of the most popular CRM and WordPress websites on the market. This does not mean that all CRMs in the world can be linked to a plug-in, but some CRMs have a good chance of making the plug-in work.

As an example, this plugin supports options such as Vtiger, Freshsales, SugarCRM, Salesforce and Zoho. We’ve already highlighted Salesforce and Zoho in this list, but this is another option to consider when working with these CRMs. In addition, if you want to integrate this plugin with yet another CRM, you can access the API. The interesting thing about this plugin is that it’s basically just a connection between WordPress and CRM. However, collecting lead form data into a CRM plugin does its simple task and does a great job with it.

The plugin works with most contact forms, so you can decide which one you like best and connect to it. The plugin also integrates with many popular CRMs such as Salesforce, SugarCRM and Freshsales. Developer tools are provided for integrating with CRM that is not officially listed on the plugin’s website. You can create an unlimited number of forms via plugins. All contact information collected on the website will be converted to the correct format and CRM as a lead. The plugin takes advantage of shortcodes to make this a seamless process and gives you the option to place shortcodes in areas such as posts, pages and widgets. There is a feature called “workflow” that synchronizes all your WordPress contacts with CRM. It basically consolidates your contact list so that you can access it from a single dashboard. You don’t need to use a third party contact form plugin. If you don’t want to add another plugin to your mix, this plugin provides the tools you need to create a simple contact form.

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Jetpack CRM

Jetpack CRM is a free and user-friendly WordPress CRM plugin. You can manage customer relationships to increase revenue and maintain business relationships for long exposures. There are premium extensions for integrating plugins with popular platforms such as WooCommerce, AWeber and Mailchimp. Easy to set up and keep track of all communications, including calls and meetings.

If you’re running CRM on your WordPress dashboard, it’s still a great option. Plugins are an impressive collection of office and business management tools that cover more than standard CRM. Some of these include a customer archive grid, notification system, and beautiful modules for organizing your contacts for future messaging. The plugin also acts as a to-do list and billing system, allowing businesses to complete multiple tasks from the same dashboard. Don’t spend a penny to do that.

Some of the other plugins for this developer are well integrated with the CRM and Invoice plugins. For example, you can select other plugins for WooCommerce or customer service agent options. The WP Smart CRM & Invoices WordPress Plugin is built as a customer archive grid, providing a clean and manageable CRM system for all users. A list of contacts using the CSV import button. Notification rules are available for sending messages to users. For example, you can send some notifications to a specific group and prevent others from receiving the message.

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Brilliant Web-to-Lead for Salesforce

Salesforce may be the most widely known CRM solution. Used by companies of all sizes, it is a powerful option with sophisticated design and robust features. One of the main benefits of Salesforce is that everything is stored in the cloud and can be accessed from the web or mobile. Currently, we have a Web-to-Lead for the Salesforce plugin.

In the past, users had to endure the painstaking task of copying and pasting information from one program to another. The main drawback here is that you have to use two tools for CRM. Ideally, you should store and manage your customer information directly in WordPress, but this is a good first step for the time being. The plugin itself is free, but you need a premium Salesforce account for the integration to work.

The plugin links to one of the most powerful CRM solutions on the market, reducing the need to export and import customer data from WordPress to Salesforce. The plugin provides a contact form for placement anywhere on your WordPress site. There are widgets to provide. Greater flexibility when inserting forms online. The form builder is on the WordPress dashboard and has settings for selecting a wide range of contact information fields.
Account and contact management elements provide customer communication, internal discussions, and connections to social media sites. Salesforce has an area called Opportunity Management where you can stage your products, analyze conflicts, and submit quotes. Salesforce comes with lead management options. To track your leads in the most efficient way possible.

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WooCommerce Customer Relationship Manager

If you want to sell anything from your WordPress site using WooCommerce, you need to check out the Premium WooCommerce CRM (Customer Relationship Management) plugin. In addition to having the usual contact management information location, this plugin allows you to track it. You can order, add customer notes, send emails, and even call from your WordPress admin.

Yes, you are reading it correctly,You can pull up a contact, add a new calling task to that file, and make a call from the contact record. If you want to analyze call data, there is also a call timer. This plugin is intended to integrate with WooCommerce and will not work as a standalone solution. Currently, it is not possible to enter customer information into the database from a web form. However, it’s worth mentioning that WooCommerce is a free download. Therefore, if you are selling your product online, it may be worth investigating. For even better plugins for managing your customers with WooCommerce, see our other guides on WooCommerce CRM options that are perfect for an efficient WordPress store.

A plugin that provides a complete CRM experience on your WordPress site dashboard. You don’t have to go anywhere else to log in to your CRM, and you have full control over the customization of your database fields. You can better understand who these customers are, including guest customers.

You can send automated emails to your customers by creating a customer profile in CRM. Each customer profile has an area to record how much a person spends in the company. This is automatically recorded based on WooCommerce sales, but you can also add sales manually. There are several search parameters and filters that will help you find the customer you need in the database. Create a customer group to identify only specific chunks in the database. Send communications to them. It’s also great for filtering and email marketing segmentation. Customer notes are great for tracking what your customers are doing on your website and recording their interactions with them. The plugin has a unique feature for making calls to customers directly from the WordPress dashboard.
All you need is a phone number or Skype username to make a call and hear their voice, or look at their face and hear their voice at the same time. This is perfect for sales reps who don’t have to mess with desk dial pads or phones.

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How to Choose the WordPress CRM Plugins that’s right for you

The WordPress CRM Plugins is one of the ultimate tools for every company. However, some companies require minimal business, while others require advanced field customization and powerful integration. There are quite a few CRM plugins to choose from, but I would like to highlight some essential features as you complete your CRM investigation.

A complete contact capture system and options for placing these forms on your website. This should be as easy as possible. Things to look for include drag-and-drop builders, widgets, and shortcodes. Multiple databases to store customer information and use custom fields to make the database suitable for your own business needs. Report module with charts and printable reports. Usually, you don’t just look at the report yourself, so you want to see the sharing and printing elements.

Visual pipeline management lets you guide your customers into their life cycle and see exactly how they are transformed over and over again. A messaging tool for sending notifications to administrators and clients. It can be integrated with scheduling software or for live chat. A clean interface for both administrators and customers. We want to see a profile that is as simple as a social networking profile. It’s also useful for clients to be able to communicate with administrators via profiles and upload documents.

A billing tool for collecting money from clients and potentially generating a regular source of income. A task scheduler that helps workers get along and set up meetings with clients. Activity logs and notes. This allows you to go back and confirm that you have discussed with the customer. Use tagging, filtering, and search bars to find the customers and groups you need. Some kind of integrated tool for linking to apps and extensions, or other CRM, plugins, website platforms

Many of the latest CRM software includes a number of features. However, it needs to work with other apps such as WordPress sites, lead generation software, email marketing services, business email services, and social media platforms. Make sure your CRM software supports these integrations. For example, if you are running a membership website or online store, you need to integrate CRM with your membership plugin or e-commerce platform. These are very basic requirements. Want to make sure. We also encourage you to consider pricing, the ability to add users and departments, security, GDPR compliance, and more. That said, let’s take a look at the top CRM software on the market and how they overlap these standards.

Final Thoughts

Once you start building your customer base on your site, it’s important to implement a WordPress CRM Plugins solution that will help you build your business in the future. The more you know about your customers, the better you will be in providing the products, services, and customer support they need. CRM solutions are also invaluable for highlighting poorly performing customer segments and growth opportunities. The above options are just a handful.

Tell us what you are using to manage your information and engagement. Share your experience with the comments below!