WordPress customer relationship management (CRM) plugins are software additions that add CRM functionality and features to websites built on WordPress. These plugins are important because they offer affordable ways to capture leads, gain web insights, and promote sales. We’ve evaluated dozens of WordPress CRM software plugins and created a list of the top 15 for small businesses.
15 Best WordPress CRM Plugins for Businesses
|UsabilityDynamics||Sales teams that need a free WordPress CRM with a group messaging option|
|WP ERP||Businesses looking to integrate both CRM and ERP functionality into their WordPress site|
|Zero BS CRM||Companies looking for a no-frills, inexpensive CRM built using WordPress|
|UPI CRM||Sales managers who want a free, WordPress-based CRM with advanced features like lead assignment|
|WP-CRM System||Businesses that require a WordPress CRM with a self-service customer access portal option|
|vCita||Professionals who want to schedule appointments, accept payments, and conduct SMS marketing|
|UkuuPeople||Organizations and nonprofits that want a WordPress CRM that unifies existing contact management tools|
|Insightly||Project-focused salespeople who need to capture WordPress website leads into their Insightly CRM|
|Freshchat||Companies that want to add WordPress website chat visitors to their Freshsales CRM|
|Zoho CRM Lead Magnet||Salespeople using Zoho CRM who want to capture leads from their WordPress site|
|Ninja Forms||Agencies managing WordPress sites needing to incorporate marketing and ecommerce forms|
|Gravity Forms||Businesses with WordPress sites that want an easy way to build complex forms|
|Brilliant Web-to-Lead for Salesforce||Organizations that want direct lead capture from WordPress sites into Salesforce|
|Zoho SalesIQ||Sales professionals who want to convert WordPress website visitors into leads using live chat|
|Metrilo WooCommerce Marketing Platform||eCommerce businesses with WordPress sites that want analytics, email, and CRM functionality|
UsabilityDynamics is a free CRM software that offers an option for a group messaging feature. It integrates within your WordPress panel control and uses the WordPress user database to store lead and customer contact information. It also allows you to create forms for lead generation and has a plugin for billing and invoicing.
Sales teams and other internal stakeholders can also use the group messaging add-on to collaborate on deals. UsabilityDynamics WordPress CRM is best for sales teams using WordPress who want basic lead and contact management features, a way to capture leads through customizable forms, and the ability to collaborate with group messaging features. Pricing for this WordPress CRM is free, including the add-ons.
2. WP ERP
WP ERP is a full-featured WordPress-based enterprise resource planning (ERP) tool that offers CRM features. ERP functionality like employee management, leave management, and reporting help manage overall business functions and provide business leaders access to data from these areas. Additional CRM features like deal management, HubSpot sync, workflows, and email campaigns help sales professionals automate workflows and manage leads, deals, and marketing activities.
This WordPress CRM best for business owners looking for an ERP system with CRM features functionality so that they can not only manage their sales and relationships but also their entire business in one WordPress-based platform. The core ERP system is free, but the CRM add-on tier’s pricing starts at $149 per year and goes up to $1,199 per year for enterprise features.
Zero BS CRM is a no-frills affordably priced WordPress CRM with core, up-to-date CRM features that include lead management, contact management, and pipeline management. It offers integrations with Gravity forms to capture leads. It also integrates with PayPal, WooCommerce, and Stripe to send invoices and process payments.
This WordPress CRM is best for business owners looking for a no-frills WordPress-based CRM with the latest features and functionality. Pricing starts at $129 per year for a plan that covers one site and includes access to five integrations and goes up to $649 per year for a reseller plan. There is also a $199 per year plan that covers a single site and includes all 20-plus integrations.
UPI CRM is a free WordPress CRM with advanced lead management features like automated lead assignment. It allows sales professionals to create web-to-lead forms to capture leads from their WordPress websites and then assign them to the right team members automatically. This saves time by getting leads into the right hands right away.
This WordPress CRM is best for sales managers and business owners looking for a free CRM with automation features like lead assignment. UPI CRM is free and, for support, it offers basic demo videos. However, if you need tech support for assistance with installation or using the product, you’ll need to purchase a lifetime support package for $99.
WP-CRM System is a WordPress CRM that allows business owners to manage leads, projects, and marketing activities. It also allows you to send invoices and receive payments. There’s also an option to offer self-service to your customers with customer access portals that allow your customers to make and manage recurring and one-off payments and check the status of projects.
WP-CRM System is best for salespeople responsible for sales cycle and post-sales cycle activities with customers who like the idea of logging into a portal and staying on top of billing and project updates. Project-based businesses with WordPress websites from creative agencies to technology companies could benefit from this type of CRM. Prices are affordable, from free core features to paid plans ranging from $49 per year to $449 for a lifetime license.
vCita is a WordPress CRM that allows you to perform a variety of sales and marketing activities and transactions like scheduling appointments, accepting payments, conducting both short message service and email marketing, and creating landing pages. It also offers lead and contact management tools to organize contacts and stay on top of relationships. It even offers a mobile app for users on the road.
vCita is best for salespeople and businesses that want to go beyond lead and contact management and grow their businesses with sales and marketing tools. It’s also great for field-based salespeople who may rely on mobile app features. It’s affordable price ranges from $29 per month for its Essential plan to $99 per month for its Platinum plan. Pricing is in alignment with mainstream CRMs, but on the higher end compared to WordPress CRMs featured here.
UkuuPeople is the WordPress CRM that unifies the integrations, applications, and tools you use for collecting contact data. Using what you already have, it creates a master list of all your contacts and incorporates your interactions with each contact. It does this with tools many small businesses rely on like Google productivity tools, Mailchimp, Gravity Forms, and several others.
It’s great for small businesses and non-profits that have a WordPress website and use the tools that UkuuPeople uses to create a CRM. Nonprofits benefit because there is a non-profit package these types of organizations to accept donations. The Basic Bundle that integrates with Gravity Forms and Mailchimp is $179 year. The nonprofit plan is $389 per year and integrates with the Give donation plugin. The Sales Bundle is $479 and includes pipeline management.
Insightly has a web-to-lead form WordPress plugin that captures onsite hosted WordPress website visitor contact information and brings it into the Insightly CRM. This feature allows business owners with hosted WordPress sites to build their sales funnels with visitors from their websites.
This WordPress CRM plugin is great for Insightly users that have WordPress websites they are hosting themselves. The WordPress plugin is free, but Insightly CRM is priced starting at $29 per user, per month.
Freshchat is a website chat tool that helps convert WordPress website visitors into qualified leads. It uses bots or salespeople to engage website visitors, get their contact information, and then send them to WordPress. It can then auto-assign leads once they are qualified. Other features include creating campaigns and pre-determining workflows and the nature and tone of bot and prospect interactions.
Freshchat is best for salespeople and businesses with WordPress websites that proactively engage website visitors and turn them into leads. It’s great for screening visitors and only sending them to salespeople once they are qualified and for getting qualified leads from your website into your CRM and sales funnel right away. The price is affordable starting at $15 per user, per month.
Zoho CRM Lead Magnet is a CRM WordPress plugin that offers web-to-lead capture form functionality. This plugin converts WordPress website visitors into leads and sends them to Zoho CRM automatically.
This WordPress CRM plugin is best for businesses with a Zoho CRM and a WordPress website wanting to convert website visitors and having their contact information feed into their Zoho CRM. The plugin is free, but Zoho CRM pricing starts at $12 per user, per month. There is also a free Zoho CRM tier.
Ninja Forms is a WordPress form builder for WordPress websites. It allows you to build any type of forms from lead capture to getting feedback to collecting payments. These functions use your WordPress website to make your CRM more powerful by being able to attach feedback to contacts and closing sales faster by creating a mechanism to collect payments.
Ninja Forms is best for marketing agencies not only because the Agency plan supports unlimited sites but also because the form flexibility and additional add-ons allow you to conduct marketing and ecommerce activities like building an email list and processing payments. In addition to unlimited sites, the Agency plan also comes with all the add-ons, so you can serve as many marketing clients as you’d like. Pricing ranges between $99 and $499 per year.
Gravity Forms is a WordPress form builder for WordPress websites. It works with both WordPress.org and WordPress.com websites. It allows you to build any types of forms quickly with its more than 30 ready-to-use form fields, form personalization based on user input, and ability to accept user uploads. Integrations with apps like Mailchimp and PayPal help you build your lead and customer list and help you close sales and collect payments more quickly.
Gravity Forms is best for business owners wanting a versatile form builder to serve a variety of purposes, from building prospect and lead databases from website visitors to facilitating sales. Pricing starts at $59 per year and goes up to $259 per year based on the number of websites, type of support, and levels of add-on features.
Brilliant Web-to-Lead for Salesforce is a WordPress web to lead capture plugin for WordPress website owners using Salesforce CRM software. It allows you to capture leads or create cases from website visitors completing a form and submitting to through your website. The form fields are customizable, and any messages captured as part of the form are submitted to and uploaded into Salesforce.
This web-to-lead plugin is best for businesses with WordPress sites and Salesforce CRMs who want to build their list from their website visitors or who want to give their customers an opportunity to create service cases directly from their websites. Pricing for the plugin is free, but users need to have a Salesforce CRM.
Zoho SalesIQ is a web chat plugin used to turn website visitors into leads by engaging, qualifying and capturing their contact information. It allows you to have chat operators interact with customers right on the site. It even has operator routing, chatbots, call features, and visitor scoring features to help teams work and engage with website visitors more efficiently.
This WordPress plugin is best for businesses that drive traffic to their websites and want to capture their contact information proactively. It’s also best for businesses wanting to add more value to their site by answering questions. For up to two users, the product is free. Paid plans range from $17 per month for three operators and go up to $116 per month for 10 operators.
15. Metrilo WooCommerce Marketing Platform
Metrilo WooCommerce Marketing Platform is a WordPress plugin that offers analytics, email and CRM functionality for ecommerce WordPress sites. It allows you to track your conversions to see which ads, sales channels, or referrals are generating the most sales. You can also check order status real-time and view performance statistics of individual products.
Metrilo is best for ecommerce businesses wanting to connect a feature-rich CRM for their ecommerce store to benefit from marketing intelligence and create smarter email campaigns that drive traffic to their websites and want to capture their contact information proactively. Pricing ranges from $119 per month and goes up to $299 per month and is based on the number of website visitors.
How WordPress CRM Plugins Work
WordPress CRM plugins work in two ways. The first way is by adding new features or functionality to WordPress websites, like adding a chat tool, form, or analytics capturing feature. The second way is by having a full-featured CRM that plugs into or integrates with integrates with the WordPress site, providing a full suite of CRM tools.
How We Evaluated the Top WordPress CRM Plugins
WordPress CRM plugins help small business owners with WordPress websites capture and manage leads. The best WordPress CRM plugins are affordable, easy to use, offer support, and have robust lead capture or management capabilities. We considered dozens of WordPress CRM plugins and narrowed it down to 11 that will help a variety of WordPress users manage and capture leads effectively.
Below are a few criteria we used to narrow down our list of WordPress CRM plugins:
- Affordability: We selected WordPress CRM plugins that were either free or affordable, keeping small businesses in mind; the prices range from free to less than $100 per month, depending on the type of software and tier; most paid plans had low-cost yearly pricing
- Ease of installation and use: The CRM plugins for WordPress we selected are easy to use, which helps saves businesses time; tech skills required to install and use the CRM plugins are low
- Education and support: We also selected WordPress CRM plugins that offered some level of support, from user groups, videos, and tutorials to email or phone support
- Lead management or capture: We also included CRM WordPress plugins that offered lead management or lead capture capabilities; the plugins on our list are either full-featured CRM platforms or offer lead capture functionality to CRMs or WordPress websites
Frequently Asked Questions (FAQs)
What Is the Importance of WordPress CRM Plugins?
About 32% of websites run on WordPress, and this has created a huge demand for WordPress CRM plugins. This is important because it allows business owners to save time and money and while focusing on nurturing leads and growing relationships.
What Type of WordPress CRM Plugins Are There?
WordPress CRM plugins fall under two broad categories: full-featured WordPress CRMs and CRM add-ons. Full-featured CRMs are built on WordPress and integrate with WordPress websites. Zeros BS CRM is an example of this. WordPress CRM add-ons add functionality to WordPress websites that feed into CRMs like forms, analytics, chat tools, and so on. Gravity Forms and Zoho SalesIQ are examples of this.
What Are the Benefits of WordPress Plugins?
WordPress CRM plugins help small businesses and their sales teams capture and manage leads affordably using their existing website platform.
The Bottom Line
WordPress websites offer an affordable way for small businesses to establish an online presence. Likewise, WordPress CRM plugins make their WordPress websites even more robust with features that help them manage and grow their businesses. The WordPress CRM plugins listed here are affordable and will help you manage your leads and contacts or capture new leads to help grow your business.