The 7 Best CRM Plugins For WordPress Compared

Running a business involves managing a lot of moving parts, whether you sell services or products. And as you grow, tasks like nurturing leads, coordinating team members, sending quotes, and chasing down invoice payments can become time-consuming and prone to mistakes. 

And that’s exactly where a CRM can save the day.

CRM stands for “Customer Relationship Management,” which is a very fitting name. It helps you organize all of your customer and client information, streamline processes like follow-ups and invoicing, and keep all of your team members in the loop. Ultimately, a CRM means happier clients, an informed team, and more conversions.

There are some great CRMs available that integrate with WordPress, and it’s important that you consider which one is the right fit for your specific business. So let’s take a look at some of the best WordPress CRM plugins and compare them based on their features, pros, cons, ease of use, and pricing.

A review of the best WordPress CRM plugins

When choosing a CRM plugin for WordPress, you’ll want to think through the needs of your business. What areas could be streamlined? How many team members need to use the tool? What’s your current budget? The following comparison can serve as a guide to choosing the right one for you.

Jetpack CRM homepage

1. Jetpack CRM

This feature-rich tool is owned and supported by Automattic, the team behind WordPress.com. That means that it was built specifically for WordPress — you don’t have to worry about hacking together an integration, or communicating with a support team who doesn’t understand your site. It also works seamlessly with WooCommerce, making it an excellent options for online stores.

Contacts are at the heart of Jetpack CRM. You can view incredibly detailed information about each and every contact that you have, and log every interaction and touchpoint. Keep track of everything from phone calls and emails to transactions and social media posts. 

And Jetpack CRM works for absolutely any type or size of business because it’s completely modular — you can build a custom package based on the exact features that you need. This ultimately saves you money and keeps you from being overwhelmed or bogged down by a bunch of tools you don’t use.

The dashboard is powerful, and gives you all critical information at a glance: contact overviews, sales funnel summaries, and revenue snapshots. You can use this data to track your progress and increase the effectiveness of your business.

Key features of Jetpack CRM:

  • The ability to send quotes and invoices to clients
  • File storage for each contact, such as quotes and consultation documents
  • A simple dashboard that compiles all key business information in one place
  • The ability to manage multiple contacts for the companies you do business with
  • One-click client calls directly from your dashboard
  • Branded templates for proposals, quotes, and invoices
  • Client portals where customers can pay invoices, complete tasks (such as adding proof of identity), and access important files
  • Segmentation based on everything from who attended your last webinar to who enjoys Mexican food
  • Import tools to add contacts from outside the CRM
  • Integrations with tools like WooCommerce (free), Gravity Forms, Mailchimp, Google Contacts, PayPal, and MemberMouse
  • Email sending capabilities (including transactional emails) from directly in the dashboard
  • The ability to assign tasks to contacts, along with automatic reminders
  • Unlimited team members, along with user roles and permissions for each member

Pros of Jetpack CRM:

  • Since it was built for WordPress and is supported by Automattic, it integrates seamlessly with your existing WordPress site and WooCommerce. You’ll also get support from people who truly understand WordPress and can help you troubleshoot from all angles.
  • It includes unlimited team members, so there’s no being nickeled and dimed for each user that you add.
  • It’s modular, so you can create the exact package that you need.
  • The full WooCommerce integration is now included in the free version of Jetpack CRM.
  • It connects to a variety of third-party providers, like contact forms, email marketing tools, and eCommerce platforms.
  • Everything to do with clients and customers can be managed from a single dashboard, including invoices, quotes, tasks, documentation, emails, and calls.

Cons of Jetpack CRM: 

  • While the modular plan is beneficial for the majority of businesses, it could be confusing for someone who just wants all of the options available at once.
  • Free plans only include forum support, while a one-on-one ticketing system is just available for premium users.

Ease of use:

Jetpack CRM is straightforward and easy to use for beginners and tech experts alike. The dashboard is very navigable and presents key information in an understandable way. There’s also documentation and walkthrough videos that teach you how to use the platform.

Jetpack CRM Pricing:

  • The Free plan includes all basic functionality, like sales funnel management, contact management, and invoicing at no cost.
  • The Free plan now also includes the full WooCommerce integration, making it the perfect CRM for WooCommerce.
  • The Freelancer plan adds integration with tools like PayPal and Gravity Forms, along with priority support for $11 per month.
  • The Entrepreneur plan makes the rest of the extension library available, which includes more than 30 add-ons, for $17 per month. 

You can also purchase individual extensions, ranging from $29 to $129 each per year.

HubSpot WordPress plugin website with information about functionality

2. HubSpot

HubSpot is a marketing powerhouse, with tools that cover everything from relationship management to social media management and search engine optimization. Here, we’re focused specifically on their Sales Hub, which encompasses their CRM-specific functionality.

HubSpot integrates with WordPress websites through a plugin, which enables you to sync forms, add live chat to your site, view analytics, and create forms and pop-ups directly in the WordPress dashboard. But it also provides tons of extra functionality, like detailed contact information.

Key features of HubSpot:

  • A dashboard with a real-time view of your pipeline and detailed reports on sales and productivity
  • Unlimited users, data, and contacts in the free plan — premium plans have limits
  • Task creation and reminders for important deadlines 
  • Automatic alerts based on actions that contacts take, like opening an email or visiting a website
  • Connection tools like meeting scheduling, ticketing systems, live chat, and click-to-call functionality
  • Email marketing tools, including pre-built templates and a drag-and-drop editor
  • Forms, pop-ups, and landing pages built for collecting leads
  • Detailed analytics that help you identify the pages, emails, and traffic sources that generate the most revenue for your business
  • Sales document organization and tracking, so all of your documentation is in one central location and you know which content closes the most deals
  • An AI tool that automatically takes notes and provides data about sales calls
  • B2B payment collection and quote delivery 
  • Integrations with over 1000 apps, like Gravity Forms, WooCommerce, and Stripe

Pros of HubSpot:

  • HubSpot automatically fills in information about your clients and customers based on data found around the web. This can prevent you from having to track down intelligence about your prospects across multiple platforms. 
  • The CRM tools work seamlessly with their marketing, customer service, and operations tools, which is an excellent way for large organizations to handle everything under one roof.
  • Functionality goes beyond typical customer relationship management to include design tools for landing pages, pop-ups, and more.

Cons of HubSpot:

  • This CRM wasn’t built specifically for WordPress, and integrates using a separate plugin. This means that it may not connect quite as seamlessly as some other tools.
  • If you want to take advantage of all that HubSpot has to offer, especially for larger businesses, the costs can add up very quickly.
  • While the free CRM includes unlimited users, the paid plans have limits, with extra fees for each additional user.

Ease of use:

While the WordPress plugin itself is relatively straightforward, there’s a lot that makes up HubSpot’s CRM tool. Depending on your needs, there’s a lot of configuration required to get started, and all of the available options can be overwhelming to beginners. That being said, HubSpot does provide a library of excellent tutorials and videos that can teach you how to use their platform and, ultimately, become a better marketer. 

HubSpot pricing:

  • The Free plan includes contact management, deal pipelines, quotes, meeting scheduling, live chat, and the reporting dashboard at no cost.
  • The Starter plan (two users) adds simple automations, conversion tracking, support for multiple currencies, and sales rep productivity performance analyses for $45 per month.
  • The Professional plan (five users) includes sequences, teams, custom reporting, more advanced automation, and phone support for $450 per month.
  • The Enterprise plan (ten users) adds custom objects, predictive lead scoring, playbooks, forecasting, and recurring revenue tracking for $1200 per month.

Additional users for premium plans are $25 per month each.

WP-CRM System plugin in the WordPres repository

3. WP-CRM System

WP-CRM System is a freemium CRM plugin with simple, straightforward features. You can handle everything directly from the WordPress dashboard, which keeps things in one central location and makes managing your business simpler. It also has project management functionality that can prove helpful for companies with multiple team members.

Features of WP-CRM System:

  • Allows you to manage projects, assign tasks to specific team members, and track external marketing campaigns 
  • Unlimited users and data
  • A CSV importer to migrate contacts from other tools and software
  • Automatically creates contacts from existing users on your site
  • Integrations with tools like WooCommerce, Zapier, and Mailchimp
  • Custom field creation that allows you to collect exactly what you need from prospects
  • Invoice creation and payment collection via Stripe
  • Analytics to help you understand your performance and client data
  • A client portal where contacts can view projects, tasks, invoices, and more

Pros of WP-CRM System:

  • Information and data is stored directly on your WordPress site, giving you complete control over everything. 
  • It’s a CRM tool — and that’s it! There aren’t a lot of extras or bonus features, which may be the perfect setup for small businesses or individuals.

Cons of WP-CRM System:

  • It’s simple, providing just the basics. This means that it’s probably not the right option for medium to large businesses, or those who want to focus more on the marketing side of relationship management. 

Ease of use:

WP-CRM System is simple and straightforward. This makes it easy for users to navigate and understand without getting bogged down by too many features.

WP-CRM System pricing: 

  • The Free plan includes all basic functionality at no cost.
  • The Plus plan adds three premium extensions for $99 per year.
  • The Enhanced plan adds all available extensions for $199 per year.
  • The Professional plan includes all extensions and works for an unlimited number of websites for $249 per year.

Individual extensions are also available, ranging from $29 to $89 per year.

Salesforce Sales Cloud landing page

4. Salesforce

Salesforce is another full-scale marketing option that offers far more than just CRM tools. In fact, there are a lot of different plans available from Salesforce, covering everything from customer service and marketing to commerce and analytics. For the purposes of this comparison, we chose to focus on the Sales Cloud suite of products, which offers their core CRM functionality.

The Salesforce Sales Cloud provides everything you need to improve your sales and customer management processes from start to finish. It enables you to streamline processes, build real relationships with clients, and identify opportunities for improvement. Some of the best tools available include task automation for email alerts, assignments based on lead actions, proposals, discounts, expense reports, and more. 

However, it’s important to note that Salesforce requires a plugin to integrate with your WordPress site, which simply allows you to add forms to your site that send leads to your CRM. This is a very surface-level integration compared to many of the other options here. If you have a WooCommerce store, you can purchase an extension that syncs products and orders. 

Features of Salesforce:

  • The ability to track and nurture leads, prioritize them based on set rules, and assign them to the right team members
  • Email marketing and custom templates
  • Website forms for lead generation
  • Detailed client views, with communications, activities, and purchase history
  • The ability to send contracts and quotes to clients
  • Customizable reports for your specific business
  • File sharing and collaboration
  • Knowledgebase articles and FAQs to provide better customer service
  • Business process automation 
  • Slack integration for seamless communication and collaboration

Pros of Salesforce:

  • It’s a very powerful solution that offers tons of features, several of which aren’t available from other tools on this list.
  • The CRM tools are just one aspect of Salesforce. It can also provide features for customer service, marketing, analytics, and more that work seamlessly with the CRM.

Cons of Salesforce:

  • While there’s a plugin available to sync your Salesforce account with WordPress, it’s very basic. It simply provides the ability to add forms to your site that automatically adds leads to Salesforce when submitted. Everything else is handled separately, on the Salesforce platform. Syncing your CRM with WooCommerce requires yet another plugin, which costs $129 per year by itself. 
  • There’s a lot of functionality available with Salesforce. This can, of course, be a bonus. But for small businesses and websites, it can quickly become confusing and overwhelming to determine the right plan and features.
  • There’s no free plan available, and it can get costly for small businesses. Plus, pricing is also based on each individual user.
  • Since Salesforce works for a wide variety of websites and businesses, their support team are not WordPress-specific experts. 

Salesforce ease of use:

While Salesforce is robust, it can also be overwhelming and has a pretty steep learning curve. If you’re not particularly tech-savvy, or don’t want to spend a lot of time learning a new platform, you may want to choose a different option.

Pricing:

  • The Essentials plan offers basic features like contact and account management for $25 per month, per user.
  • The Professional plan adds features like collaborative forecasting for $75 per month, per user.
  • The Enterprise plan includes features like workflow automations for $150 per month, per user.
  • The Unlimited plan adds 24/7 support alongside other features for $300 per month, per user.

To view all the differences between each plan, see the Sales Cloud pricing page.

WP ERP homepage with text: "Supercharge your growing business..."

5. WP ERP

WP ERP is a freemium business platform that provides WordPress-specific tools for relationship management, accounting, HR management, and project management. For the purposes of this article, we’re focusing on their WordPress CRM tool.

While WP ERP doesn’t offer quite as many features as other options on this list, it provides all the basics, all in the familiarity of the WordPress dashboard. You can collect leads and contacts, log their activity and information, and assign tasks and follow-ups to your team members. Plus, you get access to valuable information about your business that can help you make important decisions in the future.

Features of WP ERP:

  • Client profiles with contact details, reminders, comments, and messages
  • Contact prioritization based on where they are in your sales funnel
  • A built-in email system to reach out to customers directly in your dashboard
  • Meeting scheduling and follow-ups
  • Task assignment for users, with specific deadlines
  • Company profiles with multiple representatives
  • Reports with custom filters that help you learn and grow your business
  • Extensions that enable you to integrate with WooCommerce, Mailchimp, Gravity Forms, and more

Pros of WP ERP:

  • There’s a free version available that includes the majority of features with absolutely no limits. This makes it a good option for small businesses and websites that are looking for something simple.
  • It includes particularly helpful filtering systems to help you find the exact type of contacts you’re looking for. You can even save filters as templates to make searches easier in the future.
  • If you’re looking for additional tools for accounting, HR management, etc. this is a great way to provide an all-in-one solution.
  • You can manage everything directly from the WordPress dashboard rather than having to log in and out of multiple accounts.

Cons of WP ERP:

  • It’s not as robust as many of the other options on this list.
  • The pricing setup is a bit confusing, based on both users and the extensions you want to add to your plan. And, as with other user-based pricing systems, it can add up as you grow.
  • Some reviewers have noted that the documentation isn’t always the easiest to understand, which may be detrimental if you’re trying to solve an issue.

WP ERP Ease of use:

WP ERP is relatively easy to set up, with a wizard that walks you through all initial configurations. All information is presented in a clear, digestible way.

Pricing:

  • The Free version includes all the core CRM functionality, along with account and HR features, at no cost.
  • The Pro version includes nine premium extensions and starts at $9.99 per month. Then, you’ll need to add $3.00 per month for each user.
  • Additional extensions are available for $2.99 to $9.49 per month.
UpiCRM page in the WordPress repository

6. UpiCRM

UpiCRM provides free, basic CRM functionality, allowing you to compile leads and track them through your various sales channels. It focuses more on lead and client aggregation rather than marketing to and following up with those leads. That being said, it’s a decent option to help you start collecting and compiling leads. It has a handy export feature that can help you migrate your contacts to one of the premium solutions in the future, as your website and business grow.

Features of UpiCRM:

  • Compiles leads and contacts from a variety of sources, including WordPress forms, social media ads, Google Sheets, and more
  • Follows leads through the sales cycle, from acquisition to close, including assignment to the proper team member
  • Provides analytics that track lead acquisition so you can attribute new prospects to the appropriate marketing channel

Pros of UpiCRM:

  • It’s completely free, providing a good starting point for smaller businesses.
  • It integrates directly with the WordPress dashboard, so you can manage everything in one central location.
  • It’s a great tool for compiling leads from a variety of sources.

Cons of UpiCRM:

  • It’s very limited, providing only bare bones CRM functionality. 
  • Support is an extra fee of $99 per year. 

UpiCRM ease of use:

The dashboard is clean, with clear reporting and analytics, even for beginners. And since the features and functionality are simple, so are setup and imports. 

Pricing:

  • UpiCRM is completely free for all users.
  • You can purchase extensions that provide functionality like Google Sheets integration for $60 per year.
WP Fusion homepage design

7. WP Fusion

WP Fusion is a little different from the rest of the options on this list because it’s more of a WordPress CRM connector than a CRM itself. You can use this tool to connect your WordPress site — whether it’s a membership portal, eCommerce store, or service-based business — to the CRM or marketing software of your choosing. 

It works by triggering automations based on actions that happen on your site. And those automations are virtually limitless. Create new CRM contacts when visitors fill out a form. Apply tags in your CRM when people register on your site. Reach out to students based on their course progress. Send emails based on purchase history. WP Fusion is an excellent solution for streamlining business and marketing processes.

Features of WP Fusion:

  • Works with dozens of WordPress plugins, from membership and eCommerce tools to forms, forums, and lead generation add-ons
  • Applies tags in your CRM of choice based on WordPress user activity like logins, course progress, and purchase history
  • Connects just about any piece of data on your site — like user profiles, form submissions, and orders — to your CRM
  • Integrates with most CRMs and automation software, including ActiveCampaign, HubSpot, Mailchimp, and Salesforce

Pros of WP Fusion:

  • It syncs data between a ton of different plugins, tools, and marketing software. This is helpful in connecting all of the platforms that you’re using, especially if your CRM doesn’t include a WordPress plugin.
  • It can also be used to restrict content for certain users, essentially allowing you to create a membership-style site.
  • WP Fusion is chock full of helpful resources, like documentation, support tickets, and even a free consultation. 

Cons of WP Fusion:

  • It’s not a true CRM for WordPress, but really just a connector. You’ll still need to use a separate CRM platform to get the functionality you may be looking for.
  • It can be pricey, especially considering you’ll most likely also be paying for a CRM tool.

WP Fusion ease of use:

WP Fusion is relatively easy to use and get started with. In fact, the plugin configures settings by default based on the CRM that you connect to. 

Pricing:

  • The free version is available as WP Fusion Lite, and includes very basic functionality, like creating CRM contacts based on form submissions.
  • The Personal version adds tons of automation functionality, along with unlimited tagging and synchronization for $247 per year.
  • The Plus version includes six pro add-ons for tasks like abandoned cart tracking and event tracking for $347 per year.
  • The Professional version makes all of the features from the Pro plan available across an unlimited number of websites for $540 per year. 

WordPress CRM comparison table

Jetpack CRMHubSpotWP-CRM SystemSalesforceWP ERPUpiCRMWP Fusion
Client portalYesYesYesYesNoNoNo
Ability to send quotes/invoicesYesYesYesYesNoNoNo
Email segmentationYesYesNoYesNoYesNo
Task assignmentsYesYesYesYesYesNoNo
Created specifically for WordPressYesNoYesNoYesYesYes
WooCommerce integrationYes (Free)YesYesYesYesNoYes
Integration with common WP pluginsYesYesYesYes, but limitedYesYesYes
Number of team membersUnlimitedLimited based on planUnlimitedPriced per userPriced per userUnlimitedUnlimited
PriceFree – $17 per monthFree – $1200 per monthFree – $249 per year$25 – $300 per month per userFree to $9.99 per month + fee per userFree with paid extensionsFree to $540 per year

How to choose the best CRM for your WordPress site

A CRM is incredibly powerful, no matter the type of business you run. It helps you convert more customers, keep them engaged, and automate time-consuming marketing and management tasks. So if your website and company is growing, it may be a great time to add a CRM to your workflow.

The perfect fit for your business will depend on your specific requirements and budget. For the majority of WordPress and WooCommerce websites, Jetpack CRM is an excellent choice. It’s affordable — with the free version being enough for many users — but extendable to meet virtually any need. And since it was built specifically for WordPress, you can count on seamless integration and stellar support.

If you’re looking to go beyond CRM functionality to social media management, search engine optimization, and more, you may want to give HubSpot a go. It’s a great all-in-one option for large companies with lots of clients and team members.

And if you’re already using a CRM, but are looking for a good way to connect it to your WordPress site, try WP Fusion.

Ready to improve your client and customer relationships with a tool you can count on? Get started with Jetpack CRM.

Frequently asked questions about WordPress CRMs

Looking for more info? Check out the answers below to some common questions about WordPress CRM tools.

Why choose a WordPress CRM instead of an external CRM?

If you’re a WordPress site owner, it’s generally much better to go with a CRM that was designed specifically for WordPress. Why? Because you know that everything integrates seamlessly.

Some external CRMs do have WordPress plugins, but they often only add select CRM functionality to your site. For example, the Salesforce plugin only allows you to add contact forms that sync with their platform — that’s it! And with external CRMs, you may find yourself missing key integrations, or having to hire a developer to hack together a solution that syncs the right data from your WordPress site to your CRM. 

In contrast, WordPress CRMs were built specifically to work with, well, WordPress. You won’t have to worry about forcing the CRM to work with your site perfectly when it wasn’t designed to do so. And WordPress CRMs are typically designed to work with major WordPress plugins. Jetpack CRM, for example, integrates with tools like WooCommerce, Gravity Forms, and Contact Form 7.

Finally, if you ever need support, a WordPress CRM’s team will know exactly how to help you, as a WordPress site owner. They understand the needs of WordPress users and can troubleshoot beyond just their CRM.

What makes a good WordPress CRM plugin?

The best WordPress CRM plugin will depend on each individual business. However, here are some key features to look for:

  • Regular updates. Just like with any WordPress plugin, you’ll want to choose a CRM plugin that is regularly updated to work with the latest version of WordPress. This not only ensures compatibility, it also protects your site from security vulnerabilities.
  • Good support. Look for a CRM plugin that offers help for any problems you might run into. A dedicated support system is ideal, but forums are a good option as well.
  • The ability to add team members and users. If you have multiple customer service or sales representatives, you’ll want each to have their own account within your CRM. You may also want to choose a platform that doesn’t charge for each individual user. 
  • Seamless connection to WordPress. You’ll want a CRM plugin that integrates as smoothly with your site as possible, so you can get the most out of it.
  • Integration with the tools you already use. Do you use WooCommerce? Gravity Forms? Mailchimp? Make sure your CRM will work with those tools.
  • Quote and invoicing features. If you’re a B2B business, you’re probably going to want a CRM that allows you to send quotes and invoices to clients. This helps keep everything in one central location and streamlines processes.
  • Detailed analytics. One of the biggest benefits of a CRM is the ability to review your sales process and use that information to make improvements for the future. Ensure that the CRM you choose provides the data that you need to do this.
  • Segmentation and tagging. Good segmentation allows you to group your contacts based on certain characteristics — like demographics and actions taken — and make decisions specific to those groups. This is powerful functionality that is an excellent benefit.
  • The ability to grow with your business. As your business grows, your CRM should grow with it. Choose one that won’t limit your growth and that doesn’t charge extra fees for more users or contacts.

How much does a CRM plugin cost on WordPress?

Pricing and fee structures vary pretty widely across CRM plugins. Some are free and others are paid. Some charge monthly while others charge annually. And some add fees for additional users, contacts, or add-ons. 

The top plugin on our list here, Jetpack CRM, is free to install and use and includes all basic CRM functionality. There are, however, paid plans available for extra features like priority support. You can also purchase additional extensions to build out your custom CRM.

Is it easy to set up a CRM plugin on WordPress?

Some CRM plugins can actually be quite complicated to set up, while others are a lot simpler. It really depends on the solution that you choose. In some cases, CRMs provide significantly more functionality than you really need as a small business, overwhelming you with the setup process.

Jetpack CRM, however, can be set up in just a few clicks. It presents information in a clear, manageable way, and is easy for both beginners and advanced users. And because it’s modular, you get all the functionality you need without all the stuff you don’t.

Can a CRM plugin be used on a WooCommerce store?

Yes, absolutely. Some CRMs, like Jetpack CRM, integrate seamlessly with WooCommerce for free. This enables you to automatically sync orders and customers with your online store, determine your highest-value customers, and follow up with contacts based on the products they purchased. Ultimately, this can help you make more informed decisions for your WooCommerce store and convert more shoppers in the future.

Can you use WordPress as a CRM?

You can! While WordPress doesn’t natively include CRM features, you can use CRM plugins to add that functionality to your site. Some plugins include all of the customer relationship management features directly in the plugin itself. Others simply sync your WordPress site with an external CRM, while keeping all management functionality separate.

Can CRMs benefit online stores as well as B2B businesses?

A WordPress CRM provides powerful functionality for B2C and B2B businesses alike. For eCommerce stores, CRM tools can provide helpful information about customers, products, and sales that can inform decisions you make in the future. They help you personalize marketing activities for each individual customer based on the actions they’ve taken on your store, as well as other information you’ve gathered about them, like birthdays. And they help you delegate marketing and customer service tasks to the right people on your team.

Go to source

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.