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Managing Clients Just Got Easier With WP-CRM System: The WordPress CRM Plugin Designed for Small Businesses

A WordPress CRM gives you access to the power of WordPress customized by the need to manage contacts instead of posts. There are many WordPress CRM plugins on the market. These are not solutions to try out. But you may find that existing plugins on. A Beautiful CRM for WordPress Managing Clients Just Got Easier With WP-CRM System: The WordPress CRM Plugin Designed for Small Businesses Put an end to the confusing information overload from ongoing projects. This WordPress CRM makes project management easier for. WordPress CRM Customer Relationship Management Streamlined Easily track & follow up queries with leads, subscribers & clients. Build long-lasting relations with this feature-rich open source WordPress CRM which comes in both free & pro versions!

Put an end to the confusing information overload from ongoing projects. This WordPress CRM makes project management easier for freelancers and small businesses.

VCita CRM & Lead Management for WordPress is a powerful CRM solution that enables you to generate new sales opportunities, track all interactions, gain insights, and collect payment from customers. It even automates your client reminders, notifications, and overall communications. WP-CRM expands on the primary customer management functionality already built into WordPress. Though it does not offer the same level of features as many other WordPress CRM plugins on this list, it’s easy to organize clients and track correspondence.

EASY CONTACT MANAGEMENT

Manage your client information and potential opportunities the way you want to. Create custom fields to track the client data that matters the most to your business – nothing more, nothing less.

YOU OWN EVERYTHING

CRM just got more convenient with all of your client information on your website. Because everything is stored and managed directly in your WordPress dashboard (not a third party app), you own all your data for as long as you own your website.

SIMPLIFIED PROJECT MANAGEMENT

Imagine how much easier it'll be to store all of your project details in one place. Your dashboard allows you to keep track of the big picture with a list of all of your projects, and drill down to the individual details with a list of your upcoming tasks and opportunities.

INVOICING MADE CONVENIENT

Send beautiful invoices and get paid via Stripe without navigating away from your website. With WP-CRM System's invoicing system, you can set your payment terms and quickly send invoices as soon as your projects are complete.

IMPORT EVERYTHING WITH EASE

Setting up your CRM is fast and easy with the ability to important all of your critical data, including campaigns, contacts, opportunities, organizations, projects, and tasks. Put your current data in a CSV file and import it to your CRM with ease.

REPORTING AT A GLANCE

You never have to wonder how your business is performing. See upcoming deadlines or due dates, and get a big picture overview of all your projects with our built-in reporting.

TRANSPARENT PRICING

A CRM shouldn't nickle and dime you every time you add a new contact. WP-CRM System is unique in that there are no per-user costs or limitations. Add an unlimited number of records without paying more.

SEAMLESS INTEGRATION WITH OTHER APPS

Integrate your MailChimp account. Capture new contacts through GravityForms. Send updates via Slack. Keep tabs on your open ZenDesk tickets. WP-CRM System doesn't change the way you work – it makes your current workflow easier and more productive by incorporating the apps you already use.

CAMPAIGN MANAGEMENT FROM START TO FINISH

Manage campaigns within your website. Get an overview of what's happening with each campaign and make tweaks on the fly. Watch your conversion rates soar as you test and develop better, stronger marketing for your business.

GET NOTIFIED IN YOUR INBOX

You don't have to be logged into your website for WP-CRM System to notify you of upcoming projects, tasks, or opportunities. Set up email notifications so you never miss a thing.

DEVELOPER FRIENDLY

Have a knack for coding? Make the plugin your own. Add custom reports, custom fields, and change how certain data is displayed. Hooks give developers flexibility.

PRICING TO MATCH YOUR BUDGET

WP-CRM System is built for freelancers and small business owners. It is a completely free plugin to use with extension packages suitable for any budget. It's perfect for any business – new or experienced.

What People Are Saying...

Can I give 6 Stars?

I have customized this software for my client and they basically run their entire organization off of it. That's amazing that a WordPress Plugin can operate a million dollar business.

Fantastic CRM Tool

This a fantastic plugin with very good support. I was able to setup a membership database for a club website with over 500 individual organisations and thousands of member contacts.

One of the best CRM currently

The implementation of the code follows WP stds, making it very easy to build on and change and augment its functionality, so a lot of potential for this plugin.

Top quality business tool

I am very impressed with the “WP CRM System” plugin. I have spent months, literally months, trying to code for myself a plugin that will do what this one does. It works out of the box.

Excellent software and support

They went above and beyond solving a problem that wasn’t even the fault of their software. I could not be more satisfied.

Does everything I need it to

Exactly the lightweight CRM tool I was looking for. Intuitive enough for me to jump right in and create a contacts database.

Best CRM system for WordPress

Best CRM system for WordPress as far as I can see. And the support is amazing.

Boost your productivity with a bundled plan, or individual extensions.

Plus

• 1 year of support and updates for 1 website
• WP-CRM System plus 3 premium extensions

Enhanced

• 1 year of support and updates for 1 website
• All current and future extensions while your license is active.

Professional

• 1 year of support and updates for unlimited websites
• All current and future extensions while your license is active.

Of course! If you don't have a need for all of the extensions included in the bundled packages, you can purchase individual extensions that let you customize WP-CRM System for your business needs. To browse all of our extensions, click here.

No extensions are required to use WP-CRM System. They do help provide additional functionality, which in some cases may benefit your business. If you would like to download the free WP-CRM System core plugin, click here.

You probably already use third party tools that you've come to love and rely on. This plugin isn't designed to replace those tools – it’s designed to enhance them, making them more accessible to you via your CRM.

The free version of WP-CRM System is robust on its own. We didn't want to bloat the software by incorporating features you may not ever use. The choice is yours for what you add and what you keep out of your WordPress CRM.

If you need extra features, we invite you to browse through our add-on plugins. These extensions make it easy to setup WP-CRM System so it works the way you do.

Why do you need WordPress CRM plugins? First, let’s agree that keeping track of business contacts can seriously eat into your daily schedule, robbing you of the time you need to grow your brand – and without growth, your business could quickly go from forward-thinking to moving backwards.

Customer Relationship Management (CRM) systems are designed to help you regain that time. Many CRMs also assist with correspondence, serving as a potential difference between a missed business opportunity and the clinching of a major deal. It’s of no surprise that, once again, WordPress is flexible enough to accommodate the need for such software, with a number of WordPress CRM plugins out there to choose from.

What is a CRM?

It acts as a hub for your customer’s contact details to keep them easily accessible, searchable, and manageable. In addition, a high-end CRM typically boasts features such as calendars, task management, email marketing, and website form creation, to help organizations generate and follow up on leads.

Agile CRM is a popular standalone choice for handling customer interactions.

For instance, ClicData’s use of Agile CRM is a typical example of the benefits of CRMs. Despite having a global reach, they were having trouble managing leads manually, and required a CRM to help unify their contacts. They also required the marketing and sales features a quality CRM provides to help their sales teams chase up new and existing leads.

By adopting Agile CRM, ClicData were able to fulfill all those needs. They increased their lead follow up rate by 90%, and enhanced their sales conversions by 30% compared to the previous year.

Why should you use WordPress as a CRM?

Perhaps the biggest benefit of choosing one of the WordPress CRM plugins is the fact that so many are available for free. In contrast, standalone CRM platforms – such as Agile CRM – tend to cost a pretty penny.

Furthermore, contacts that are already integrated with your WordPress website will be far easier to access and manage on a day-to-day basis. Having everything under the same digital roof helps streamline the workflows of both you and your staff.

Finally, you and your team should already be familiar with the WordPress environment, so you won’t have to get used to a new interface in order to start managing your customer’s details efficiently.

Now that we’ve explored why WordPress is a good home for your CRM system, let’s take a look at our top five WordPress CRM plugins to get the job done.

The five best WordPress CRM plugins compared

1. vCita CRM & Lead Management for WordPress

Current Version: 2.6.2

Last Updated: December 16, 2020

Overview

vCita CRM & Lead Management for WordPress is a powerful CRM solution that enables you to generate new sales opportunities, track all interactions, gain insights, and collect payment from customers. It even automates your client reminders, notifications, and overall communications.

The plugin works together with vCita’s Small Business Management App – a free customer relationship platform that encourages site interaction. Those actions include sending messages, scheduling appointments, uploading documents, and paying for services – even from mobile devices.

Finally, vCita also has iOS and Android apps to help you view, manage, and reply to customers wherever you are.

Pros

• An excellent extension of the vCita platform
• Actively engages with visitors to make sales, appointments, and more
• Native iOS and Android apps
• Offers integrated email and SMS marketing tools

Cons

• The advanced nature of the plugin may overwhelm those looking for a simpler CRM solution
• The iPhone app has been known to have interface problems
• If you upgrade your vCita software you may feel like the monthly pricing is too expensive

Who is CRM & Lead Management for WordPress best suited for?

If you already make use of vCita’s all-in-one small business management app, using this plugin is a no-brainer. However, it may not be suitable if you’re looking for a simpler solution. We also like it for those companies that want to incorporate payment and marketing tools into their CRM.

2. WordPress Contact Management (CRM), Forms, Live Chat, Email, and Analytics Plugin

Current Version: 8.0.1

Last Updated: April 22, 2021

Overview

HubSpot is an all-in-one CRM, Sales, Marketing, and Customer Service platform with 300+ product integrations.

HubSpot’s free WordPress plugin makes it easier to grow your business by helping you attract, engage, and delight all of your contacts and customers. It brings powerful, easy-to-use contact management, email marketing, ads management, live chat & bots, forms, analytics and much more to WordPress.

You will be able to see each contact’s interactions — page views, forms submissions, live chat conversations, email engagements, and more – in a beautiful timeline.

Pros

• You can easily add new members and assign them to teams or departments
• You can create filters for contacts based on their engagement with your site
• It comes with many pre-made templates for reports, where you can keep track of every campaign or user activity
• You can create all sorts of front-end forms for multiple purposes
• It provides various email templates which you can edit right from your HubSpot account

Cons

• You can’t create custom dashboards and reports unless you upgrade to the premium plans
• You might find it complicated if you only need the CRM features and not the whole suite
• It doesn’t provide payment processing features or payroll reports

Who is HubSpot CRM best suited for?

HubSpot plugin was built for small to medium businesses. The tool has something to offer to everyone in the team – from salespeople, marketers, and customer service engineers to business owners.

3. WP ERP – HRM, CRM & Accounting Solution For WordPress

Current Version: 1.8.2

Last Updated: April 15, 2021

Overview

WP ERP is an enterprise resource planning plugin made for medium to large companies working with WordPress. It’s actually a full suite of tools including features for recruitment, accounting, human resources, and customer relationship management.

Therefore, you’re able to expand upon your CRM and bring most of your resource planning into one WordPress dashboard. For instance, the human resources module helps with communicating with employees and adding them to departments.

That said, this article is about WordPress CRM plugins, so that’s what we’ll focus on.

The CRM provides options for personalizing the customer life cycles for each client. It includes notes for marking down important interactions, along with a full log of every communication. Leads are collected through the plugin, where you can then assign tasks to different people in your organization. Categorize your contacts, and even schedule meetings with clients from within the plugin.

Pros

• You don’t just receive a CRM, but four other modules for things like recruitment, documents, human resources, and accounting
• The CRM has customization tools for personalizing your business approach for each client
• The ERP core plugin is free
• Integrates with popular apps and software like WooCommerce, Mailchimp, and Salesforce
• It’s easy to assign tasks to team members
• Interaction logs are stored automatically, but you still have manual tools for notes and grouping customers

Cons

• You may have to upgrade to more advanced features or add some extensions for an additional cost
• Some companies may not want a full suite of products like this
• Some of the premium add-ons can be found for free in other plugins on this list – like payroll and payment processing

Who is WP ERP best suited for?

WP ERP makes the most sense for medium to large businesses that also want to take advantage of the other tools for recruitment, accounting, and human resources.

4. UpiCRM

Current Version: 2.3.8.0

Last Updated: April 18, 2021

Overview

UpiCRM is a free WordPress CRM plugin that works with your chosen contact form plugin to capture and manage leads. It boasts powerful user management, enabling you to configure roles, assign leads, group contacts, and send emails – ideal for teams working collaboratively.

UpiCRM also offers an advanced analytics system, providing detailed insights into user activity from your dashboard. This helps with gathering traffic sources and actually linking your leads to those sources. Along with an elegant and “behind-the-scenes” interface, UpiCRM ranks as one of the best WordPress CRM plugins.

Pros

• Complete customer life cycle management
• Teamwork and collaboration features built-in
• Role hierarchy options
• Dashboard KPIs give quick and easily digestible insights
• Built-in analytics for improved tracking and marketing
• The plugin is completely free with no upsells

Wordpress Crm System

Cons

• Limited marketing campaign monitoring features
• Although it works with a handful of popular contact form plugins, you may find that your current solution is not supported

Who is UpiCRM best suited for?

Thanks to its user management features, UpiCRM is best suited to teams looking to manage the entire life cycle of a customer. It’s particularly nice for linking to current databases and creating hierarchies for users. In short, I like it best for that initial transfer process from a contact form to a database.

5. UkuuPeople

Overview

UkuuPeople is perhaps the most detailed standalone WordPress CRM plugin on this list, helping you manage your contacts from a master list. You can then segment your contacts into groups (or ‘tribes’), and monitor interactions with them via ‘TouchPoints’. Furthermore, you can build an email list, schedule meetings, manage tasks, add team members, and more – all from your WordPress dashboard.

Finally, UkuuPeople is a free plugin, although premium add-ons are available to integrate UkuuPeople CRM with relevant third-party business apps such as MailChimp and Google Apps. These add-ons are sold as bundles (typically a few hundred dollars) or as individual extensions (usually around $50 to $100 per add-on).

The primary features offer options throughout the client life cycle. For instance, you can sell products, generate business directories, build mailing lists, and collect leads from a contact or donation form.

Pros

Wordpress Crm Plugin 2020

• Manage and monitor interactions with multiple ‘TouchPoints’
• Easily build email lists
• Manage and assign tasks
• Can be integrated with other popular business apps like Gravity Forms and Give Donations
• The core plugin is entirely free
• It has tools for selling products or accepting donations

Cons

Wordpress Crm System

• Integrations with other business apps come with a cost
• There aren’t any plugin translations outside of English

Who is UkuuPeople best suited for?

UkuuPeople is a WordPress CRM plugin with many advanced options, as well as integrations with other vital business apps. This makes it ideal for small to medium-sized companies looking to turn WordPress into a CRM. The contact forms connect nicely with your databases, and it’s also an excellent plugin for collecting money from clients.

Conclusion

If your brand depends on working with a large number of contacts, the time needed to simply manage and organize those details can be a mind-numbing chore – not to mention a poor use of your time.

Wordpress Crm Tool

WordPress CRM plugins are ideal solutions, both for your productivity and budget. Let’s recap the plugins we’ve compared:

1. vCita: Ideal for vCita members looking to expand operations to their WordPress website.
2. HubSpot CRM: An all-in-one plugin that beautifully combines CRM with marketing, sales, support, and more. Its suite of tools makes everyone on the team happy.
3. WP ERP: An excellent choice if you want a full enterprise management suite with a CRM, accounting tools, HR options, and more.
4. UpiCRM: For teams working together to manage customer life cycles and collect leads from contact forms.
5. UkuuPeople: Ideal for slightly larger teams looking for more advanced features like payment acceptance and touchpoint monitoring.

Wordpress Crm Plugin