5 Excellent WordPress CRM Plugins in 2023

Do you know that customer relationship management (CRM) systems have been proven to increase revenue by up to 41% per salesperson? Yet, many businesses are still relying on manual processes to manage their customer interactions. If you're one of them, it's time to explore the benefits of WordPress CRM plugins and upgrade to automate your process.

WordPress, the world's most popular content management system, has a plethora of CRM plugins available that can help businesses of all sizes automate their sales processes and ameliorate customer relationships. In fact, according to the WordPress plugin directory, there are over 100 WordPress CRM plugins to choose from!

To help you choose the right options, we've researched and tested numerous WordPress CRM plugins and selected the top 5 that offer the best features and functionality. These plugins can help you manage your customer data, track leads, and automate your sales processes, saving you valuable time and resources.

Let's take a closer look at the top 5 WordPress CRM plugins that can help you reap the benefits.

FluentCRM

FluentCRM is one of WordPress CRM plugins that offers advanced automation features. It allows you to create powerful workflows that automate your sales and marketing processes. You can set up automation triggers, such as email opens or clicks, and automate follow-up actions to ensure you're engaging with your leads and customers at the right time.

With FluentCRM, managing your data has never been more efficient. This WordPress CRM plugin allows you to store and manage all of your contact data in one central location. You can also segment your contact list based on their interests, behaviours, and other criteria, making it easier to target your marketing efforts. It offers effective email marketing features for creating and sending customised email campaigns to your subscribers. It also allows you to track your email campaign performance with advanced analytics.

FluentCRM seamlessly integrates with other popular WordPress plugins, such as WooCommerce, LearnDash, and Gravity Forms, which makes it easier to manage your customer data and automate your sales and marketing processes within the WordPress ecosystem.

FluentCRM’s reasonable pricing plans is another asset to consider. It has affordable price range perfect for businesses of all sizes. With a one-time payment, you can access all of the features and functionality of the plugin, including lifetime updates and support.

FluentCRM has both a free and a premium version. The free one includes features such as contact management, email marketing, and basic automation. The premium one starts at $129 per year for a single site licence and offers advanced features such as marketing automation, A/B testing, advanced segmentation and integrations with popular marketing tools like WooCommerce and Zapier. 

Additionally, FluentCRM has more extensive packages, beyond the premium’s features, for businesses that require increasingly advanced tools. 

Groundhogg CRM

Just like FluentCRM, Groundhogg CRM offers advanced marketing automation features that allow you to create complex workflows and automate sequences. This plugin enables you to easily set up automation triggers such as email opens, clicks, and page visits, and automate follow-up actions to engage with your leads and customers at the right time.

Amongst WordPress CRM plugins, Groundhogg CRM is a great choice if your company strongly values email marketing. 

Just like FluentCRM, it comes with a built-in feature that allows you to create and send email campaigns to your subscribers, personalise your emails, create engaging email templates, and track email campaign performance with advanced analytics.

Groundhogg CRM’s user-friendly interface is also a plus. The plugin offers drag-and-drop functionality, so you can effortlessly create and manage your automation workflows. 

When it comes to pricing, Groundhogg CRM offers different packages ranging from $20 per month to $100 per month, billed annually. The basic edition consists of essential features like contact management, email marketing, and simple automation. Whereas, the premium one includes cutting-edge capabilities like marketing automation, SMS marketing, extensive email analytics and interfaces with well-known marketing platforms like WooCommerce and Zapier. 

If you’re an agency, you might want to consider a premium package to cater to all your CRM needs, for you and your clients.

WP ERP

WP ERP offers an all-in-one business solution that includes not only CRM features, but also HR, accounting, and project management modules. With this pack, you can manage all aspects of your business from one central location within WordPress.

Additionally, WP ERP offers advanced CRM features, allowing you to manage your customer data more efficiently. The plugin lets you store and manage all of your contact data in one central location where you can segment your contact list based on their interests, behaviours and other criteria, making it easier for you to target your marketing efforts.

With a customisable dashboard, WP ERP allows you to see all of your business data in one place. You can also create custom reports and graphs to track your business performance and make data-driven decisions.

WP ERP is an affordable and scalable plugin. While the basic CRM module is free, it can be upgraded to the full suite of business modules as your business grows. The Pro tier and the Elite tier are priced at $150 and $500 per year respectively, for a single site licence. The plugin also offers multi-site licences, which allow users to install it on multiple sites, at an added cost. Moreover, WP ERP offers a 30-day money-back guarantee on all plans, so users can try the plugin risk-free.

WP-CRM System (Wordpress CRM System)

A contact form is vital in any business. This is where WP -CRM comes in and help. WP-CRM System, lets you create customisable contact forms to retain your customer data. You can choose which fields to include in your forms and personalise the design to match your branding. It gives you advanced contact management features that help store and manage all of your contact data in one central location. You can add custom fields to your contacts to track specific information, and segment your contacts based on various criteria. This makes tracking your marketing efforts more efficient and easy.

You can power through your emails with WP-CRM. You can create different templates for different types of emails, such as welcome emails, follow-up emails, and promotional emails, thus enabling you to send entirely personalised emails to your customers

WP-CRM’s free version includes basic functionality such as contact management, configurable contact forms, and basic reporting via the WordPress plugin repository. Whereas, the premium version offers three price tiers- $99, $200 for one website per year, or $250 for multiple websites per year. It also includes advanced features such as email marketing, lead tracking, and custom fields. 

Jetpack CRM

If you’re a beginner, WordJetpack CRM is for you. The plugin’s straightforward and user-friendly interface simplifies the customer data management process. Jetpack CRM enables you to effortlessly add new contacts, view their activity history, and segment them based on various criteria.

You can add custom fields to your contact records, making it easy to track specific information about your customers. You may also create custom lists to segment your contacts based on their interests, behaviours, and other criteria.

The plugin lets you set up reminders for follow-up calls, schedule emails to be sent automatically, and track your progress on various tasks. Additionally, it offers automated task management features that help you stay on top of your sales and marketing tasks. 

Jetpack CRM also integrates with popular email marketing tools such as Mailchimp and Campaign Monitor, making it easy to send targeted emails to your contacts based on their interests and behaviour.

Its affordable pricing plans make the plugin accessible to businesses of all sizes. The basic version of the plugin is free, however you can upgrade to the premium version for as low as  $49 per year for a single site licence. The upgrade includes marketing automation, contact scoring, and integrations with popular marketing tools like WooCommerce and Zapier.

Final Thoughts

Choosing the right WordPress CRM plugins is essential to get the most out of your customer data, sales, and marketing efforts. With the right plugin, businesses can manage customer data, automate marketing tasks, and gain insights into customer behaviour, all within the WordPress ecosystem.

So, if you're looking for a powerful CRM plugins for your WordPress site, carefully evaluate your business needs and choose the plugin that's right for you. 

Incorporating CRM into your sales and marketing strategy is a smart move that can result in building stronger relationships with your customers and reach your business goals.

Are you struggling to navigate your WordPress CRM plugins? 

Let Elephant in the Boardroom lead the way! Our expert team is here to help you streamline your business operations and maximise your customer relationships. With our tailored solutions and personalised support, you'll never have to worry about getting lost in your CRM again. 

Say goodbye to frustration and hello to success with Elephant in the Boardroom!