9 Best WordPress CRM Plugins for 2023

Ravi Prajapati
Ravi Prajapati

Are you looking for the right CRM solution for your WordPress site to give your business the boost it needs in order to yield improved results?

If your business requires you to generate and nurture leads on a regular basis, and you want to improve your relationships with current and potential clients, it means you can benefit from the right WordPress CRM plugin. 

While you can download and install your CRM plugin yourself, it is highly suggested that you hire a firm that offers all-inclusive WordPress maintenance services to do it for you, since they will ensure that the installation goes smoothly and there are no issues affecting the plugin after that. 

Let’s directly get to our list of the nine best WordPress CRM plugins that can help you efficiently meet your business goals. 

Check out here best WordPress CRM Plugins

WP-CRM System

WP-CRM System WordPress Plugin

The WP-CRM plugin enables you to add to the built-in user management system of WordPress, along with allowing you to add customized metadata. This WordPress CRM plugin comes with a string filtering feature, which allows you to manage customers using any custom traits that you add yourself. WP-CRM offers easy-to-use forms that you can use for the front-end and add to your web pages. 

Top features of WP-CRM WordPress CRM plugin:

  • WP-CRM plugin is free, but you will have to purchase the add-ons that unlock special features. 
  • It offers a fantastic user organizing, filtering, and editing functionality. 
  • You can easily add new user data fields, like Company Name. 
  • It uses dynamic charts that represent different attributes of customers with quantifiable data. 
  • It offers a great notifications management system.

UpiCRM – Universal WordPress CRM

UpiCRM WordPress CRM Plugin

The UpiCRM is a free WordPress CRM plugin. It works in collaboration with your WordPress contact form plugins and manages the overall lead generation process on your site. It works without any software version that the plugin connects to for integration. UpiCRM also works with your Google Analytics account, and it means you can get comprehensive and valuable insights into user activity on your website. 

Top features of UpiCRM WordPress plugin:

  • It has a robust user-management system, which allows you to make group contacts, send emails, assign leads, and a lot more. 
  • It is easy to set up, and allows excellent teamwork and collaboration. 
  • It offers complete customer lifecycle management, along with analytics, tracking, and sorting through clients’ data.  

Brilliant Web-to-Lead for Salesforce

Brilliant WordPress CRM Plugin

If you already have a Salesforce CRM account, then you need this plugin. Brilliant Web-to-Lead for Salesforce plugin helps you by aligning your WordPress installs and Salesforce CRM account. It means that now you can easily manage your leads, as when people fill a contact form on your Website, the lead will directly go to your Salesforce CRM. So, no more hassle of copy-pasting lead information and no more missing data.  

Top features of Brilliant Web-to-Lead for Salesforce WordPress plugin: 

  • It allows you to collect data through your WordPress site and sync it with your Salesforce account.
  • You get cloud-based data storage, which maximizes your data security. 
  • You can easily integrate your site with the Salesforce CRM account.

WP ERP

WP ERP WordPress CRM Plugin

With a wide range of features that cater to the needs of business professionals like finance, accounts, HR, and business managers, WP ERP is one of the best WordPress CRM plugins on our list. Besides, WP ERP is created by WeDevs, one of the popular WordPress development agencies. They have produced several popular WordPress plugins. 

Top features of WP ERP WordPress CRM plugin:

  • WP CRM is a free WordPress CRM plugin. 
  • You can use it to manage your business contacts and leads through it’s easy filtering feature. 
  • It also allows you to send emails, schedule meetings, make calls, create segments, assign tasks, and more. 
  • You can make notes for each customer and create activity logs that show all dealings with the client.

Zero BS CRM

Zero BS CRM WordPress Plugin

As you could tell by the name, this is a no-nonsense CRM plugin for WordPress sites. Zero BS CRM is designed to simplify the process of customer relationship management for businesses. It allows you t0o handle your customers effectively and build profitable relationships with your business leads. The Zero BS CRM plugin is free to download, and you can easily install it on your WordPress website. 

Besides, this plugin enables you to select the features your business needs to grow, with some popular extensions, including: 

  • Mail Campaigns 
  • Sales Dashboard 
  • Invoicing PRO
  • WooCommerce Sync
  • PayPal Sync
  • Stripe Sync
  • CSV Importer PRO
  • Gravity Forms

HubSpot CRM

HubSpot CRM WordPress Plugin

Most of us have heard of HubSpot, but some might not know that along with some of the best blog posts on digital marketing, they are also known for their tools like HubSpot CRM. This WordPress plugin is very useful in nurturing your leads as well as turning them into your paying customers.
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This plugin helps you automatically sync your website forms with your HubSpot CRM account. 

Top features of the HubSpot CRM WordPress CRM plugin:

  • It works as a CRM and contact management platform for your business. 
  • You can also use this for additional features like send email newsletters and marketing automation. 
  • The HubSpot CRM plugin offers you features like web forms, popups, live chat, and chatbots. 
  • The built-in analytics give your insights into which sales and marketing activities are performing better.

WooCommerce Customer Relationship Manager

WooCommerce Customer Relationship Manager WordPress CRM Plugin

Another CRM plugin in this list is WooCommerce Customer Relationship Manager, a paid WordPress CRM plugin that you can download using CodeCanyon. This WordPress plugin is created by Actuality Extensions, and they have a great portfolio of plugins like WooCommerce Conditional Features, WooCommerce Order Notes, and more. 

Top features of WooCommerce Customer Relationship Manager WordPress plugin:

  • You can instantly send emails with the store’s default WooCommerce template.
  • You can also up your email game by including dynamic information that helps you stand out, whether sending bulk emails or to a single recipient. 
  • You can also make phone calls and assign specific leads to agents for personal management. 
  • You also get access to crucial information and customer indicators through your order page.

Lead Form Data Collection to CRM

Lead Form Data Collection to CRM WordPress Plugin

Lead Form Data Collection to CRM plugin allows you to gather WordPress contact forms and sync them to your CRM as business leads or contacts. It also enables you to convert data from the default form or contact form and embed it into your site as leads.
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You can place the created shortcode in a page, post, or widget. 

Top features of Lead Form Data Collection to CRM WordPress plugin:

  • You can create forms with and without the third party web forms. 
  • It can sync the potential leads to Salesforces, Zoho CRM, Zoho CRM Plus, SuiteCRM, SugarCRM, Freshsales, and Vtiger CRM.
  • It allows you to redirect customers to the desired web page after they successfully submit the form.
  • You get a notification in both cases, success, and failure of lead capture. 
  • It helps you convert new users into your CRM contacts.

Groundhogg

Groundhogg WordPress CRM Plugin

Groundhogg is another popular CRM plugin for WordPress websites, and it helps users simplify and consolidate sales and marketing processes. This even enables you to save a lot of time and yield improved results.
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Groundhogg is a third-party tool, and you can also download it as a WordPress CRM plugin free of cost from the WordPress repository. 

Top features of Groundhogg WordPress CRM plugin:

  • It is a great option if you are looking for a WordPress plugin to integrate a third party CRM tool with your Website. 
  • Groundhogg allows you to send unlimited emails to clients and create unlimited contacts. 
  • It offers an in-built drag and drop email builder and automated funnel builder. 
  • You can also import and export unlimited data using Groundhogg.

The final thought 

In this time and age, most businesses with a website look for the right tool to help them manage their client relations. And that’s exactly why you can easily find a lot of WordPress CRM plugins that can sync with different, popularly used CRMs and lead management platforms.

Having a CRM feature is essential to build meaningful and profitable relations with your existing and potential customers. Hence, make sure to go through our list of some of the best WordPress CRM plugins to find the right option for your site.

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