CRM for Business Management: 9 Best Plugins for WordPress

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A well-built customer service process provides an opportunity to understand their real needs and expectations. Therefore, to achieve the best results and build strong relationships with consumers, you need to use CRM. This helps to collect, store, and analyze information to ensure the effective operation of the company. 

Technology does not stand still and developers offer more convenient solutions and integrations. And the high popularity of WordPress provokes the creation of various plugins that make business management more flexible. According to research, 36.2% of all sites use WordPress. This article offers a selection of useful CRM plugins that allow you to provide high-quality customer relationship management.

1. Nimble

Nimble helps organize the work of not only the sales department but also the team as a whole. CRM organizes contacts, providing convenient unification so that finding the right customer is not difficult. It also allows you to upload data in a single format. You will build a competent sales process and get maximum results with it.

Features:

  • Display all transactions.
  • Integration with over 160 applications.
  • A simple search for contact information.
  • Team management.
  • Full CRM functionality.

nimble crm

nimble crm

2. CRM and Lead Management by vCita

A plugin that allows you to establish the effective work of the sales department. It is a CRM system that automates many processes. You can receive payments, set reminders. You can schedule meetings, send messages, and work with documents using this tool. A great free option for a small business that will set up work in the company, turning it into a real system. Thanks to the availability of applications for the smartphone, it allows you to keep abreast of what is happening even on the road.

Features:

  • Keeps track of cash flows.
  • Easy to use.
  • All customer information in one place.
  • Convenient customer service planning.

vcita

vcita

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3. WP ERP

A plugin that is great for companies of various sizes. Thanks to its wide functionality, it allows keeping records of all enterprise resources. It stores a complete message log, you can assign tasks to employees, sort customers, keep records, and bookkeeping.

The open-source code for WordPress and the availability of components that expand the capabilities of the tool make it a great option for convenient and productive work. The plugin is free, only extensions are paid.

Features: 

  • Full CRM for your business.
  • Monitors financial flows.
  • It allows you to manage employees.

wp erp

wp erp

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4. Zero BS CRM 

A flexible tool that perfectly solves the tasks of companies of various sizes. With it, you don’t need to leave a convenient WordPress environment to view customer information. Everything that may be needed for work is in one place. 

Add notes after talking with the client so as not to miss anything, store contact information and much more. The plugin allows you to track unpaid bills, fully maintain accounting records and evaluate performance. Generate reports at any convenient time, because everything is at hand now. In addition, the solution is still completely free.

Features:

  • It allows you to conveniently and carefully monitor financial flows.
  • Convenient work with clients and storage of information about them.
  • Easily tracks unpaid bills.
  • Flexible reporting.

zbs crm

zbs crm

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5. HubSpot All-in-One Marketing

Free plugin from HubSpot. This is CRM, which allows you to competently organize work with clients. One of the key advantages of the solution is that it provides an automated search for and adding to the profiles of open information presented on the Internet. HubSpot All-in-One Marketing is complemented by a convenient form designer that provides automatic synchronization with other plugins for creating forms and CRM.

Features:

  • There are live chats and chatbots to ensure easy customer acquisition.
  • You can create forms and pop-ups.
  • Newsletter automation.
  • Built-in analytics to evaluate marketing activities.

hubspot crm

hubspot crm

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6. UpiCRM

Plugin aimed at building effective work with leads. It allows you to appoint a responsible manager, securing the current transaction for him. Convenient functionality will help sort the leads, given their status. As a result, you can evaluate the effectiveness of processing applications. The solution will be a great option if you want to establish interaction with leads and systematize them, but if you are looking for a complete solution, this option will not work.

Remember, WordPress is a flexible platform. Therefore, if you lack the functionality of one plugin, this can be compensated by installing another. Moreover, it is so simple that it takes no more than 5 minutes. But still, if you have any difficulties, just look at the review or instructions in specialized blogs. Examples of topics that can be found there are “WordPress ˝Google calendar” or “How to add a stock counter”. Thus, you can use useful tools for free, even without the help of developers.

Features:

  • Appoints managers responsible for leads.
  • Sorts applications based on status.
  • It allows you to evaluate the processing quality of incoming leads.

7. Brilliant Web-to-Lead for Salesforce

Salesforce is one of the most popular CRM systems. It is preferred by companies of various sizes. Advanced functionality allows you to effectively manage your business.

WordPress-to-Lead for Salesforce CRM is a WordPress plugin that allows you to collect data about potential customers and redirect them to Salesforce. The solution allowed us to get rid of the problem when managers had to copy information manually. It has not been possible to use one tool yet, however, the plug-in will significantly simplify the work, since the human factor is minimized during data transfer.

Features:

  • Plugin for one of the most popular CRM.
  • Simplifies work with clients.
  • Automatically migrates data to Salesforce.

8. Presspoint CRM

This is not just another solution that is created to store customer information. You can manage email newsletters, and e-commerce with it and this is not all the features of the plugin. Generate reports to track the effectiveness of marketing in your company and evaluate the effectiveness.

It has the function of bulk editing, which greatly simplifies the work. A friendly interface helps you to create smooth operation quickly and control of your business.

Features:

  • You can perform bulk actions.
  • Stores customer contact information.
  • Convenient reporting.
  • Marketing management and performance evaluation in one place.

presspoint crm

presspoint crm

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9. WordPress Leads

Equipped with the function of importing customers into Freshsales, Salesforce, and other popular platforms. There is a paid and free version. A large number of built-in features will help to configure effective work with clients without leaving the admin panel of the site.

Features:

  • Form management.
  • Supports most CRM features.
  • The free version is enough for productive work.

Conclusion

Today, a huge number of CRM solutions are presented. Each of them has advantages and disadvantages, there are paid and free tools. But what to choose? The answer is simple. It all depends on your needs. Some companies have enough plug-ins to work exclusively with leads, others need an integrated approach. Therefore, think about what you need for convenient work, and then you will certainly find a suitable option.

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