What is CRM, and why is it important?
CRM, or Customer Relationship Management, is software created to control how your business interacts with current or potential clients. CRM software’s main goal is to strengthen a business’s relationship with its customers.
Following are some main functions of CRM:
- Improve interaction of your business with existing and potential clients.
- Store and automate data regarding customer interactions.
- Streamline workflow for your business.
- Boost sales by identifying trends in potential customer base.
Why should you connect CRM with WordPress?
Your CRM software should merge effortlessly with the various systems that you use for your business. Of these, one of the most important is the content management system, abbreviated as CMS. The CMS is the foundation of collecting and automating customer information. Connecting CRM and CMS software can help you better understand how your company interacts with potential clients.
WordPress is the world’s most popular CMS software. It is a versatile platform and can be customized as per the requirements of your business. In recent times, it has become very easy to connect WordPress with CRM with the help of a plugin.
14 WordPress CRM Plugins
Let us look at some CRM plugins that gel well with WordPress.
#1. WooCommerce CRM
This CRM software has all the tools you need to manage your company’s interactions with existing and potential customers. WooCommerce can log calls and emails with clientele, send bulk emails to potential clients, store and analyze customer activity on orders and marketing campaigns, and track the progress of your sales process.
#2. HubSpot CRM
HubSpot is one of the most widely used platforms with over 100,000 users. It has hundreds of native integrations. It can integrate seamlessly with a variety of other systems in your business, not just WordPress. In a lovely contact timeline, the plugin displays page views, form submissions, email engagements, live chat interactions, and more.
#3. Capsule CRM
This CRM software has been an absolute favourite among many business owners since its advent in 2009. With its sleek and easy-to-use user interface, it assists you in creating contact information and tasks to touch base with newly acquired connections. Capsule allows tagging functions and tracking of tasks and deadlines in a visually appealing sales pipeline.
#4. Agile CRM
Agile CRM provides a marketing and sales platform that is very functional. You can track your website visits with AgileCRM, interact with them, and turn them into contacts. Telephony, sales monitoring, web analytics, and two-way emails are all included in the WordPress plugin.
#5. WP ERP
WP ERP is ideal for small businesses and companies. It allows you to completely track customer engagement, manage your projects, and track your team’s performance as well. Additionally, it can control how your business communicates with B2B clients. Its simple interface makes it extremely user-friendly.
#6. Zoho CRM
With over 150,000 users globally, Zoho CRM is one of the most popular plugins available in the market. Zoho CRM boasts features like omnichannel communications, self-service portals, and advanced tracking. It allows you to analyse your sales cycle from lead identification to deal closure and highlights any anomalies in the process.
#7. DX Sales CRM
Devrix’s DX Sales plugin enables owners of small businesses to handle their transactions directly from the WordPress dashboard. It offers unique dashboards that can track important actions and support data about businesses, clients, projects, and much more.
#8. Zero BS
As the name suggests, it is a no-nonsense plugin for WordPress. It aids in better management of communication with your customers. The plugin features a stunningly designed dashboard that allows you to quickly and easily view how the number of leads in your sales funnel and their status.
#9. WP-CRM by Usability Dynamics
It is an open-source plugin that stores, organises, and analyses customer data. You can create forms with customised fields, track user activities, export users as CVS files, and analyze data with dynamic visual aid.
#10. vCita CRM
With a clean and straightforward design, this client management platform enables you to store and manage every one of your connections. Each contact’s background, meetings, transactions, invoices, and other correspondence are available in full detail. By facilitating easy collaboration between the members of your team, it boosts productivity.
#11. Less Annoying
It is designed for the always-busy, small-business owner. The ironic nomenclature alludes to how simple it is to utilise this CRM to contact customers. Users may keep track of leads, manage contacts, and handle follow-ups. The CRM has an intuitive user interface and offers features including prospect and pipeline monitoring, customer management, and schedule and task management.
#12. Maximizer CRM
For marketing, sales, or customer support teams, this CRM is available in versions with specialised customizations and each with its own critical features.
Drip is one powerful CRM platform that aids in the automation of sales and marketing. Drip helps e-commerce business owners to better communicate with customers and has numerous features to analyse users’ activity.
Automation and process management are its areas of expertise. It helps in improving efficiency in customer interactions, project automation, and marketing automation. Additionally, B2B sales staff can monitor engagements with clients to improve data analysis.
There is obviously a tonne of possibilities when it comes to WordPress plugins, regardless of whether you run an e-commerce company or a website for virtual downloads. What integrations and features are most important to you and your sales or marketing team will determine the CRM plugin you choose.