Customers are everything. Without them, none of the business will survive. Thus, maintaining communication with them is one of the most crucial things for the business, no matter the scale of your business. Even if you are just a freelancer. A CRM plugin helps you to maintain and manage your communication with your customers. With so many CRM plugins out there, choosing the right one for your business can take lots of time. We have compiled the best CRM plugins for WordPress.
One of the crucial features to consider when selecting a CRM plugin is form builder. You need it to create forms to collect leads and then process and manage the leads via the CRM dashboard inside your WordPress site. To monitor the performance of the running campaigns, analytics is another crucial feature to consider. In general, the CRM plugins we will mention have the following key features:
- Contacts management
- Form builder
- Reporting/analytics
- Task scheduler
- Invoicing
- Activity logging
Here are some of the best CRM plugins for WordPress.
1. HubSpot
HubSpot is a popular marketing tool for online businesses. One of the tools offered by HubSpot is CRM. HubSpot develops an official CRM plugin dedicated to WordPress users. You can use the plugin to collect leads and manage contacts right from the WordPress dashboard. There are two ways you can adopt to collect leads: via live chat and forms. The analytics feature allows you to monitor the performance of your HubSpot campaigns. The key features offered by HubSpot are:
- Contacts management
- Analytics
- Lists management
- Form builder
- Live chat
- Task manager
You can do several things to your contacts such as sending emails, making a phone call, scheduling a meeting, and so on. If you use the pro version, you can also make a video call with your contacts. HubSpot can be integrated with some page builder plugins, including Elementor.
2. Jetpack CRM
Jetpack CRM is a relatively new player in the CRM software market. The plugin has just been released in July 2020. Jetpack, as you might have known, is part of Automattic, a company founded by Matt Mullenweg, the creator of WordPress CMS. Jetpack CRM is especially a great tool if you are a freelancer who markets your service via a WordPress site. It comes with an invoicing feature to make it easy for you to send invoices to your clients and manage them. You can manage communication with clients via email. Jetpack CRM uses the WordPress mail delivery function (wp_mail) to handle mail delivery.
Some key features offered Jetpack CRM are:
- Contacts management
- Task scheduler
- Quotes management
- Invoice management
- Form builder
- Analytics
Unlike HubSpot, Jetpack CRM has no default features to make phone calls or video calls. The only communication medium you can use is email. Jetpack CRM supports extensions to extend its functionality. Via extensions, you can integrate Jetpack CRM with popular services like PayPal, Mailchimp, Optin Monster, and so on. Jetpack CRM has no live chat feature. You can create forms to collect leads and add the forms anywhere via shortcodes.
3. WP ERP
WP ERP is a WordPress plugin developed by weDevs, the company that also develops Happy Addons. It is not designed specifically as a CRM plugin. Instead, it is an HR, accounting, and CRM plugins combined. If you want to, you can disable the HR and accounting functionalities. WP ERP is a great solution if you need a free ERP software solution for your company. The CRM module of WP ERP allows you to manage contacts and do such things as send emails, schedule tasks, and manage tasks. Before being able to send emails, you need to connect it with your Gmail account or configure IMAP if you use your own mail server.
Unfortunately, WE ERP has no default feature to create forms. You need to install an add-on to be able to create forms. Some key features offered by the CRM module of WP ERP are:
- Contacts manager
- Task scheduler
- Task manager
The bottom line
We have actually tested about 7 CRM plugins. However, we finally only mention the three CRM plugins above as other plugins we tested didn’t really act as a CRM plugin. The 3 plugins above have all the necessary features as we mentioned in the intro section (except WP ERP that has no default form builder).
