6 Best WordPress CRM Plugins for Small Businesses in 2022
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
WordPress CRM plugins are pieces of CRM software that you can embed on your WordPress-hosted website. These types of WordPress plugins extend customer management functionalities and sync information between the two systems. Other functionalities that you can get include capturing leads and analyzing the visitor statistics of your site. To find the best option, we evaluated top providers and considered essential attributes small businesses need.
Here are the top six WordPress customer relationship management (CRM) plugins for small businesses and their best use cases:
- HubSpot CRM: Best overall WordPress CRM plugin with robust email marketing features
- Salesforce: Ideal for users who require a CRM plugin that is efficient in capturing leads from webforms
- Pipedrive: Best for users who need great customer support tools in their WordPress page, particularly live chat and chatbots
- Bitrix24: Great option for users who host their ecommerce stores on WordPress
- WP-CRM System: Ideal for users who want to manage tasks and projects from within their WordPress dashboard
- Jetpack CRM: Best WordPress CRM Plugin for monitoring and analyzing site analytics, as well as improving website performance
If you want to check out additional providers, consider other options from our list of the top CRM solutions for small businesses—all of which have their own WordPress plugins. If you’re looking for specialized solutions, check out our article on industry-specific CRMs.
HubSpot CRM: Best Overall WordPress CRM Plugin
HubSpot CRM
What We Like
- Easy-to-embed plugin code
- Offers a free plan
- Simple-to-integrate email marketing functionality
What's Missing
- Free plan lacks access to customer support and is limited to community forums
- Plan upgrades are expensive
Pricing Summary*
- Free: Supports an unlimited number of users
- Starter Sales Plan: $45 per month for two paid users
- Professional Sales Plan: $450 per month for five paid users
- Enterprise Sales Plan: $1,200 per month for 10 paid users
HubSpot CRM WordPress Plugin: Free
*Based on annual billing. Monthly subscriptions are also available at higher rates.
The HubSpot CRM plugin for WordPress lets you create webforms on your website that automatically sync with your HubSpot CRM account. This helps you manage contacts, segment them into lists, and see interactions they’ve had with your website. You can also integrate a live chat box or chatbots to help automate lead capture and lead generation.
HubSpot CRM’s plugin also has robust email marketing functionalities. The plugin enables you to trigger an email to a contact or visitor when they fill up a website form or engage with your live chat and chatbots. Emails that you send can be designed and created in your HubSpot CRM account, which offers a pool of professional-looking newsletter templates.
While HubSpot CRM offers a free version, its plan upgrades can be expensive. Its customer support for its free plan is also limited. Businesses that want affordable pricing plans can consider either Zoho CRM or Bitrix24. Those who prefer access to extensive technical support can consider Pipedrive.
HubSpot’s WordPress plugin shows you how visitors are interacting with your website. (Source: WordPress)
You can design newsletters within your HubSpot account and send them to visitors who visited your WordPress-hosted website. (Source: WordPress)
HubSpot CRM WordPress Plugin Features
The HubSpot CRM plugin for WordPress syncs customer information in both systems and offers robust email marketing functionalities. Below are features we find most beneficial for users:
- Updates contact records in real time for the two systems
- Offers an overview of contacts’ page views and form submissions, as well as website visits and engagement analytics
- Allows you to engage visitors through live chats and chatbots
- Tracks the performance of the emails and newsletters sent using HubSpot’s email marketing tools
- Sends welcome emails to new website visitors
Check out our HubSpot CRM review to explore other features this platform offers.
Salesforce: Best WordPress CRM Plugin for Capturing Leads & Embedding Webforms
Salesforce
What We Like
- Easy-to-embed plugin code
- Webforms can be designed straight from Salesforce
What's Missing
- Does not offer a free plan
- Sharp learning curve and complex user interface
- Advanced support is only available in higher tiers
Pricing Summary*
- Sales Cloud: Ranges from $25 to $300 per user, per month
- Service Cloud: Ranges from $25 to $300 per user, per month
- Sales + Service: Ranges from $25 to $325 per user, per month
- Pardot Growth: $1,250 per month (up to 10,000 contacts)
Salesforce WordPress Plugin: Free
*Based on annual billing.
Salesforce’s Brilliant Web-to-Lead plugin for WordPress enables users to create forms, automatically submitting and syncing customer information between the two systems. The plugin captures their information whenever a contact or potential lead visits your website and fills out a form. It is instantly recorded as a new lead in your Salesforce account.
Salesforce doesn’t have a free plan and requires technical background to navigate. Users who want a free CRM tool can consider HubSpot CRM, while those who want a simple system can consider either Zoho CRM or Pipedrive.
Salesforce allows you to design and code the web forms from your account to reduce plugin coding work in WordPress. (Source: Salesforce)
Salesforce WordPress Plugin Features
Salesforce’s Brilliant Web-to-Lead WordPress plugin lets users automate lead generation by collecting information from webforms. Below are features we find most beneficial for users:
- Allows you to design the web forms inside Salesforce to reduce plugin coding work
- Allows users to create forms in Salesforce that match their website’s theme on WordPress
- Webforms easily capture lead details and contact information and sync them to the user’s Salesforce account
- Fully configurable form settings from within the user’s WordPress back-end
Check out our Salesforce Essentials review to explore other features that this platform offers.
Pipedrive: Best WordPress CRM Plugin for Smart Chatbots & Live Chat Functions
Pipedrive
What We Like
- Chatbots can perform tasks like assessing lead quality and scheduling meetings
- 24/7 customer support via live chat and email
What's Missing
- No free plan
- Limited phone support
Pricing Summary*
- Essential: $14.90 per user, per month
- Advanced: $24.90 per user, per month
- Professional: $49.90 per user, per month
- Enterprise: $99 per user, per month
Pipedrive WordPress Plugin: Free
*Based on annual billing. Monthly subscriptions are also available except for the Enterprise plan.
Pipedrive’s WordPress plugin is called Lead Booster. It is a chatbot widget that captures visitors’ information from your WordPress website. It then sends the information to your Pipedrive account’s lead and deal management tools. You can customize your chatbot’s appearance by choosing from a pool of templates or creating your own. Your chatbots can also help prequalify leads, schedule calls, and set up meetings with your agents (which will be synced to their calendars).
However, Pipedrive doesn’t come with a free plan. Teams who don’t have a budget for a paid plan can consider subscribing to HubSpot CRM instead.
Pipedrive’s code plugin can be easily embedded in the user’s WordPress account. (Source: WordPress)
Pipedrive WordPress Plugin Features
Pipedrive’s Lead Booster WordPress plugin provides smart chatbots and live chats that can cull customer information and convert them to leads. Below are features we find most beneficial for users:
- Captures contact and lead details and syncs them to Pipedrive
- Offers chatbot appearance templates and also allows you to create your own
- Chatbots can engage, greet, and offer assistance to your visitors, as well as prequalify leads
- High-quality leads are assigned to the right sales reps and sync into the user’s Pipedrive pipeline as deals
- Chatbots can help visitors schedule calls and meetings with your sales reps that sync to their Pipedrive calendars
Check out our Pipedrive review to explore other features that this platform offers.
Bitrix24: Best WordPress CRM Plugin for Ecommerce Websites
Bitrix24
What We Like
- Offers ecommerce capabilities, such as processing orders and capturing customer information
- Offers call-back widgets for when customers send questions outside business hours
What's Missing
- Paid plans have a limit on the number of users
- New users may experience a learning curve due to its complex interface
Pricing Summary*
- Free Plan: Supports unlimited users
- Growth: $15 per user, per month
- Pro: $39 per user, per month
- Enterprise: $69 per user, per month
Bitrix24 WordPress Plugin: Free
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Bitrix24’s WordPress widget allows ecommerce businesses that house their online stores in WordPress to process orders and send customer information straight to their CRM account. It lets you insert a live chat box, embed webforms in your WordPress website, and sync captured leads’ information to your CRM account. Callback widgets can also be installed so your agents can reach out to contacts who visited your site outside business hours.
Bitrix24, however, has a user cap even for its paid plans and can be difficult to navigate for novice users. Teams that need unlimited user allocation for their CRM account can consider HubSpot CRM. Meanwhile, those who want a simpler CRM interface can consider Pipedrive as an alternative.
Bitrix24’s WordPress plugin lets users chat with visitors from their WordPress-hosted website straight from their Bitrix24 account. (Source: Bitrix24)
Bitrix24 WordPress Plugin Features
Bitrix24’s WordPress plugin lets users embed live chat and webforms, as well as sync customer information between Bitrix24 and their WordPress-hosted ecommerce sites. Below are features we find most beneficial:
- Captures and processes orders from your WordPress-hosted ecommerce site and syncs the information to the Bitrix24 system
- Lets you store contacts in your WordPress user database and gives you the ability to add contacts manually or capture them automatically through lead generation forms
- Allows you to edit forms and manage contacts from within your WordPress admin page
Check out our Bitrix24 review to explore other features that this platform offers.
WP-CRM System: Best WordPress CRM Plugin for Project & Task Management
WP-CRM System
What We Like
- Directly integrated within user's WordPress dashboard
- Lets users manage tasks and projects from within their WordPress account
What's Missing
- No free plan
- Technical experience is required for plugin customizations
Pricing Summary*
- Plus: $99 per year for one website
- Enhanced: $199 per year for one website
- Professional: $249 per year for one website
WP-CRM WordPress Plugin: Free
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
WP-CRM System’s WordPress plugin lets you manage your customers, projects, and tasks straight from your WordPress account through a dedicated tab within the dashboard. Its project management features include project monitoring, task assigning, and campaign tracking. You can also create new contacts as the plugin is able to pull contact information from webforms and turn them into contacts.
WP-CRM System, however, doesn’t have a free plan. Its plugin customizations also require some degree of technical experience. Users who want a free subscription can consider either HubSpot CRM or Jetpack CRM, while those who need an easy-to-embed WordPress plugin can consider Salesforce.
WP-CRM System’s tab from within WordPress lets you monitor the progress of all your ongoing tasks and projects. (Source: WordPress)
WP-CRM WordPress Plugin Features
WP-CRM’s WordPress plugin lets users manage projects, customer information, and tasks directly inside WordPress. Below are features we find most beneficial:
- Creates a tab within WordPress that allows you to manage your tasks and projects from a single page
- Sets deadlines or due dates for tasks and projects
- Offers general reporting for project status and progress
- Sends email updates when a project or task assigned is created or edited
Jetpack CRM: Best WordPress CRM Plugin for Site Analytics & Optimization
Jetpack CRM
What We Like
- Has a free option and affordable paid plans
- Includes features that improve site performance, such as optimized CSS loading and lazy image loading
What's Missing
- Does not have a cloud version
- Dashboard looks outdated
Pricing Summary*
- Free: Supports a single user
- Freelance: $11 per month for a single site license
- Entrepreneur: $17 per month for a single site license
- Reseller: $5.40 per site, per month for 10 site licenses
Jetpack CRM WordPress Plugin: Free
*Based on annual billing.
Jetpack CRM’s Boost WordPress plugin offers advanced site statistics and analytics tools to help you understand the behavior of your website. It provides simple optimizations to enhance your WordPress site’s performance and improve web vitals and scores for better search engine optimization (SEO). It also allows you to create contacts from form responses, segment and tag contacts, and view all interaction history with any contact.
However, Jetpack CRM doesn’t have a cloud version and must be installed on your desktop. Its dashboard also looks a little outdated. Those who want a CRM system hosted in the cloud can consider Bitrix24 or Pipedrive, while those who prefer a sleek and clean dashboard can consider HubSpot CRM.
Jetpack CRM provides insightful statistics that show the performance of your website. (Source: Jetpack CRM)
Jetpack WordPress Plugin Features
Jetpack’s WordPress plugin lets users analyze their website visitor statistics and improve their SEO. Below are features we find most beneficial:
- Helps you grow your site traffic with SEO tools
- Has features that improves your site performance, such as optimized CSS loading, deferring of non-essential JavaScript, and lazy image loading
- Lets you host relevant and high-quality advertisements on your site to generate revenue
- Allows you to manage its features from anywhere with the WordPress mobile app
How We Evaluated the Best WordPress CRM Plugins for Small Businesses
The best WordPress CRM plugins are easy to install and embed on your WordPress site. They should be able to capture leads and contact information and sync them to your CRM system seamlessly. They should also have excellent site analytics capabilities and a live chat function.
We found that HubSpot CRM provides the best WordPress CRM plugin overall. It offers email marketing tools that can trigger emails to WordPress site visitors who complete webforms. The HubSpot CRM plugin also has live chat and chatbot functions, enabling users to easily communicate with their contacts.
The tabs below offer more insight into our evaluation process for selecting the best WordPress CRM plugins:
20%
Pricing
20%
General Features
20%
Ease of Use
20%
Help & Support
20%
Expert Score
20% of Overall Score
While most CRM WordPress plugins are free to install, you do need to have a separate active CRM subscription to use the plugin. To see which one provides the best pricing options, we considered the availability of a free version, varying subscription plans, and whether or not there are monthly billing plans available.
20% of Overall Score
CRM WordPress plugins are only as good as the core features of the CRM software. We took a look at the key functionalities of the software along with the general purpose of the plugin.
20% of Overall Score
User-friendliness and intuitiveness are two of our key considerations when evaluating a CRM WordPress plugin’s ease of use. We looked at whether the software is beginner-friendly and if the plugins can be easily embedded into users’ WordPress accounts with no technical experience.
20% of Overall Score
Support is critical for running a CRM system, especially for small businesses that don’t have in-house technical support. We analyzed the types of support offered by these providers through live chat, email, and phone, as well as the hours when these support channels are available.
20% of Overall Score
We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have, as well as any problems that they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
*Percentages of overall score
