7+ Effective WordPress CRM Plugins To Develop Your Business
by Editor Team
Are you looking for a plugin that helps you manage customers, track potential customers, submit invoices, and more? Today, we will provide a collection of WordPress CRM plugins to add specific functions to your website. Take a look!
What are the Benefits of Installing a WordPress CRM Plugin?
- Receive valuable insights to make conclusive decisions
- Connect your social media and employees with your clients from one place
- Establish a company culture and internal communication mechanism
- Increase revenue and accountability
- Understand and respond timely to the needs of your customers
Top WordPress CRM Plugins
1. Zero BS WordPress CRM
Zero BS WordPress CRM offers advanced features for both large businesses and small companies. You can monitor customer information right inside WordPress, including location, contact information, and notes.
Features:
- Add and manage customers, quotes
- Multi-currency support
- Language translation ready
- Customer records with contact information
- Record transactions against a customer
- And more!
Highlights:
- Excellent support
- Powerful tool
- Simple to use
Download: Zero BS WordPress CRM
2. WP ERP
WP ERP is one of the most popular WordPress CRM plugins that includes basic CRM features, personnel management options, and accounting functions. You can manage customers and employees simultaneously and monitor cash flow.
Features:
- 44+ Currency Support
- Manage locations
- Add and list departments
- Implement a personalized approach
- Keep a log of every detail
- Make company profiles
- And more!
Highlights:
- Good product
- Works well
Download: WP ERP
3. CRM and Lead Management by vCita
CRM and Lead Management by vCita connects your WordPress website to third-party CRM. You can save customer information, make appointments, and set up company events.
Features:
- Double the number of new sales opportunities
- Organize, search, and edit client information
- Secure 24/7 client portal offering account updates
- Manage your business calendar
- Invoice templates and online payment collection
- And more!
Highlights:
- Easy installation
Download: CRM and Lead Management by vCita
4. WP CRM System
WP CRM System is the best CRM for WordPress, enabling you to manage clients, activities, and work easily. It also supports multiple languages, including Spanish, Russian, and Polish.
Features:
- View contact’s order history
- Connect over 750 different apps
- Display status of projects, tasks, and invoices
- Subscribe contacts to your MailChimp list
- Attach files from Dropbox
- And more!
Highlights:
- User-friendly plugin
- Prompt and helpful
Download: WP CRM System
5. CRM WordPress Leads
CRM WordPress Leads is one of the simplest WordPress CRM plugins. It allows you to push information gathered with a form embedded in your WordPress site.
Features:
- Generate forms with or without a third-party web form
- Embed forms in pages or posts
- Capture potential leads to Zoho CRM
- Notification of lead capture
- Google Captcha to avoid spam
- And more!
Highlights:
- Great support
- Fantastic product
- Works nicely
Download: CRM WordPress Leads
6. Agile CRM
Agile CRM includes deal tracking, contact management, web analytics, two-way messaging, and helpdesk capabilities, allowing you to view customer data from various business apps on one page.
Features:
- Automate marketing, sales, and customer retention processes
- Convert website visitors directly
- Enable omnichannel communication
- Monitor customer behavior
- View customer data from various business apps
- And more!
Highlights:
- Save time
- Works well
- Easy to handle
Download: Agile CRM
7. Extended CRM for Users Insights
This best CRM for WordPress adds custom user meta fields to User Insights sorting and filtering capabilities. It makes adding custom fields easier with a dropdown selection and user-friendly labels.
Features:
- Create sticky notes
- Show the date of the last note
- Provide note content filters
- Support custom user fields
- And more!
Highlights:
- Helpful custom fields feature
- Easy to use
Download: Extended CRM for Users Insights
Conclusion
We hope you can choose the best WordPress CRM plugin to help you manage your business effectively. Share this blog with your friends and explore more excellent free WordPress themes!
Thank you for reading! Remember to leave a comment below or contact us if you need our help!
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