Are you searching for the best CRM plugins for WordPress?
An essential tool for any growing business, customer relationship management software can help you track and manage clients and customers, as well as identify underperforming client segments so you can turn them into growth opportunities.
A good contact list is helpful when getting a business started, but sooner or later, most business owners will find that they need help managing an ever-growing list of contacts.
That’s where a CRM can help!
The WordPress plugin marketplace is full of helpful CRM options, which makes it difficult to know what to look for and make the right choice.
That’s why we’ve put together a list of 15 of the best CRM plugins for WordPress.
- WP ERP
- HubSpot
- Groundhogg
- UpiCRM
- WP-CRM
- Jetpack CRM
- Brilliant Web to Lead for Salesforce
- UkuuPeople
- Ninja Forms Contact Form
- WP-Fusion-Lite
- WordPress CRM Plugin
- Contact Form 7 Zoho
- CRM and Lead Management by vCita
- HubSpot for WooCommerce
- Sprout Clients – CRM and Lead-Management
- Final Thoughts on Best CRM Plugins for WordPress
Plugins are listed in no particular order.
WP ERP
WP ERP is one of the best CRM plugins for WordPress.
it boasts a 4.5-star rating with more than 10,000 active installations, and it’s not hard to see why. The ERP in its name stands for “Enterprise Resource Planning.” What that means for users is a single platform to manage both their business and their WordPress site.
WP ERP is a beginner-friendly 3-in-1 business management solution plugin for WordPress that combines three core modules: CRM, HR and accounting.
All three modules are available in the free version.
The HR and accounting modules alone make this plugin worth checking out, but WP ERP’s CRM module could serve as a standalone CRM plugin on its own.
Users are able to create contact groups, make notes for each customer, and assign life stages to contacts to prioritize service.
Within WP ERP you can create company profiles, schedule meetings and calls directly, and assign contacts and tasks to the right agents on your team.
All customer communications are tracked in an activity log, and there is also a CRM activity report that provides insights such as customer and business growth.
Plus, WP ERP is so beginner-friendly it can be installed with a single click.
At the time of this review, WP ERP version 1.6.6 was tested up to WordPress 5.5.1 and is updated every 1-3 months.
HubSpot
It’s hard to talk about the best CRM plugins for WordPress without talking about HubSpot.
HubSpot is a CRM, email marketing, live chat, and forms and analytics plugin all rolled into one powerful tool.
The combined features of this plugin have earned HubSpot a 4.5-star rating with more than 100,000 active installs, but its CRM and contact management platform is worth singling out.
The HubSpot CRM takes care of the heavy lifting when it comes to managing your contacts. It features a built-in form builder and automatically syncs website forms, allowing users to segment them into lists and see every interaction contacts have had with their site.
HubSpot also creates and updates each customer record with a consolidated timeline of that customer’s page views, live chats, form submissions and more.
Plus, with more than 300 seamless integrations such as WooCommerce, ZenDesk and Asana, HubSpot will work with most of the tools you already use.
At the time of this review, HubSpot version 7.44.6 was tested up to WordPress 5.5.1 and is updated every month.
Groundhogg
If you’re looking for CRM that also focuses on email funnels and automation, Groundhogg is worth looking into.
This plugin allows you users to collect unlimited customer data that can help profile subscribers and automate your site’s customer journey. With no limits to the amount of custom fields, Groundhogg users can collect as much data about customers as they like.
This makes it perfect for those with gigantic customer lists or lots of unique fields.
And with its built-in automated funnel builder, Grounghogg enables you to use your contacts to design high-converting customer journeys, all integrated with your favorite WordPress tools.
Another cool thing about Groundhogg is that it’s 100 percent self-hosted. That means that users own all their data from start to finish.
At the time of this review, Groundhogg version 2.2.19.5 was tested up to WordPress 5.5.1 and is updated every month.
UpiCRM
UpiCRM is a jack of all trades when it comes to creating contact form databases. And it’s completely free.
No matter which WordPress contact forms you use, UpiCRM is designed to centrally manage, track, collect and protect all your customer contact information.
It also allows users to send and collect leads from multiple sites on a single UpiCRM server, including social media sites.
UpiCRM offers complete lifecycle management for contacts, and allows contacts to be assigned any designated function of your team such as marketing, sales, and service providers.
All contacts are easy to find and manage with a clean and simple dashboard.
UpiCRM also offers easy-to-read reports and analysis that enables users to make data-driven decisions about customers.
At the time of this review, UpiCRM version 2.2.11.3 was tested up to WordPress 5.5.1 and is updated every 1-3 months.
WP-CRM
Rather than introduce anything ground-breaking, WP–CRM builds off many of the tools already offered in the WordPress user management system.
WP-CRM expands upon basic WordPress user functions by allowing users to organize their contacts using custom attributes, tracking correspondence, and finding contacts using filers.
The WP control panel offers a centralized platform to track and manage all customers, vendors, partners, affiliates and more.
The organization of WP-CRM is simple and straightforward, and adding new contacts is as easy as a few clicks.
WP-CRM also gives users dynamic charts that represent customer attributes and quantifiable data.
You can even set up notifications without any prior coding knowledge.
At the time of this review, WP-CRM version 1.2.0 was tested up to WordPress 5.4.2 and was last updated four months ago.
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Jetpack CRM
Formerly the Zero BS WordPress CRM plugin, the Jetpack CRM plugin is one of the most popular CRMs on the market.
It claims to be the “simplest and quickest” CRM available, and works for eCommerce sites, agencies and freelancers, start-up and nonprofits, as well as local and small businesses.
If you’re familiar with WordPress, Jetpack CRM can be installed in a matter of seconds. And set up in under five minutes.
Users are able to manage customers, add custom fields and provide front-end lead forms, as well as handle invoicing for customers, all with a user-friendly interface.
Whether you want to add a new contact, create a quote for a customer, or process an invoice, it’s easy to do with Jetpack CRM.
Like most plugins on this page, Jetpack CRM is free but has plenty of additional extensions available in its paid version.
At the time of this review, Jetpack CRM version 4.0.3 was tested up to WordPress 5.4.2 and is updated every 1-2 months.
Brilliant Web-to-Lead for Salesforce
Brilliant Web-to-Lead for Salesforce was designed to offer seamless integration between your WordPress website and your Salesforce CRM account. Simply enter a contact form on your site, and the lead is logged directly into Salesforce CRM.
That means you never have to worry about copy and pasting info or losing leads in the transition.
If you have a Salesforce account, the CRM is free.
This plugin’s different settings are fully configurable, and shortcode can be utilized to insert forms into posts or pages, and it even has a built-in widget that allows users to insert their forms into the sidebar.
Another cool thing about the Brilliant Web-to-Lead for Salesforce plugin is that it also gives users a basic understanding of how to use the other tools that Salesforce offers.
At the time of this review, Brilliant Web-to-Lead for Salesforce version 2.7.3.9 was tested up to WordPress 5.4.2 and was last updated four months ago.
UkuuPeople
If you’re looking for a way to simplify customer relationship management, look no further than UkuuPeople. That was the singular goal for the team behind this plugin, and it’s apparent once you begin using it.
UkuuPeople has a user-friendly framework and features four simple functions: People, Add-ons, TouchPoints, and Settings. By keeping it simple, UkuuPeople focuses on just CRM necessities. This makes it easy to manage contacts, add team members, assign tasks to teammates, and schedule meetings all within the plugin.
You can also attach files to TouchPoint records and share relationships data with your entire team.
One of the only downsides to UkuuPeople is it does not have the function to create custom lists. If customization is a deal-breaker for you, check out some of the other plugins listed.
At the time of this review, UkuuPeople version 1.6.3 was tested up to WordPress 4.9.15 and was last updated two years ago.
Ninja Forms Contact Form
With more than 1 million active installations and a 4.5-star rating, Ninja Forms Contact Form is one of the most popular plugins on the WordPress marketplace.
Users love it for its easy to use drag-and-drop forms builder than enables them to make beautiful custom forms without any prior coding experience, but it also works as an excellent CRM.
With form options like a fully-customizable email subscription form and lead generation forms, Ninja Forms allows users to grow their mailing lists and attract new customers with ease.
Don’t want to worry about custom forms? Ninja Forms has tons of free templates for contact forms, registration forms, application forms, and much more.
Ninja Forms was built with mobile accessibility in mind and works great on all mobile devices.
It also integrates completely with many other popular WordPress tools like MailChimp, Zoho CRM and Salesforce CRM.
At the time of this review, Ninja Forms Contact Form version 3.4.30 was tested up to WordPress 5.5.1 and is updated every month.
WP Fusion Lite
Like several of the other plugins, WP Fusion Lite syncs your WordPress users with the leading CRMs and marketing automation tools.
WP Fusion Lite automatically creates news contacts in your CRM when users register within WordPress, and even syscs user data with custom fields. It also gives you the ability to apply tags to news users when the register.
It is an open source software, so users are able to add their own extensions if they know how to do so.
All of the above features are available on the free version of WP Fusion, but the paid version also offers integrations with several popular tools like WooCommerce and Gravity Forms.
At the time of this review, WP Fusion Lite version 3.34 was tested up to WordPress 5.5.1 and is updated every 1-3 months.
WordPress CRM Plugin
For those searching for a CRM that allows them to use the WordPress interface they are already familiar with, this plugin might be for you.
The WordPress CRM Plugin allows users to manage customers, projects, and tasks with ease, all using the WordPress interface they already have experience with.
Manage projects with your team, assign individual tasks, track marketing initiatives and convert more of your opportunities with WordPress CRM.
And there is no limit to the number of contacts you can have in your database. Even with the free version.
How quick and easy is it to create new contacts from existing users on your site? As simple as one click. That one click will pull the name, email address, and more from existing users and add it to the new contact form in the WordPress CRM system.
All of the above features are free, but there are several premium extensions available with the paid versions.
At the time of this review, WordPress CRM Plugin version 3.1.6 was tested up to WordPress 5.4.2 and is updated every 1-3 months.
Contact Form 7 Zoho
For those looking for an official Zoho CRM WordPress plugin, Contact Form 7 Zoho may be the next best thing.
This plugin sends form submissions from Contact Form 7, Contact Forms Entries Plugin, and several other popular contact form plugins straight to Zoho CRM.
Connecting any contact Form 7 to your Zoho account is as easy as entering your Zoho API key. You can connect multiple Zoho accounts to WordPress. Filters allow you to send all Contact Form 7 submissions to Zoho CRM or a filtered group.
Users can map any Contact Form 7 fields to any Zoho object fields such as contacts, account, lead, order, and case.
Another cool feature is that this plugin provides Google Analytics Parameters and Geolocation of the visitor who submitted the form.
Zoho CRM logs all your interactions with contacts, so you can easily see what they have previously discussed with your team. And each contact has profiles in both Zoho and WordPress, allowing them to be viewed from either platform.
At the time of this review, Contact Form 7 Zoho version 1.1.4 was tested up to WordPress 5.5.1 and is updated every month.
CRM and Lead Management by vCita
The CRM and Lead Management by vCita plugin is a powerful CRM that goes above and beyond capturing and storing customer data.
This CRM actively works for you by optimizing your WordPress website and encouraging visitors to take action on your site. And it’s device-friendly. Visitors can upload documents, schedule an appointment, send a message, or pay for services using any device.
With the CRM and Lead Management plugin, you’ll be able to generate news sales opportunities, gather insights about new leads, and save time using automated client communications, notifications and reminders.
This plugin will also help you search for, track and manage leads and clients.
The CRM and Lead Management plugin offers email and SMS marketing services too, as well as invoicing templates and online payment collection options.
At the time of this review, CRM and Lead Management by vCita version 2.6.2 was tested up to WordPress 5.5.1 and is updated every month.
HubSpot for WooCommerce
We’ve already covered the HubSpot CRM, but this plugin is a CRM designed specifically for WooCommerce.
This plugin is powerful and easy to use, and it gives users a lot more than just a CRM. HubSpot for WooCommerce also has tools for abandoned cart tracking and recovery, email marketing, automation, and analytics.
The combination of a deep toolbox and simplistic design makes it one of the best CRM plugins for WordPress and has earned HubSpot for WooCommerce a perfect 5-star rating.
With the plugin, it’s easy to manage customers and customer orders, track and recover customers’ abandoned carts, and create insightful reports to keep your business growing and on track.
It also features built-in advertising campaigns for Facebook, Instagram, LinkedIn and Google.
Another perk of the HubSpot for WooCommerce plugin is that it can be set up in minutes. All you have to do is sync the two services and the CRM will autofill.
From there, it’s easy to segment customers and build comprehensive customer profiles.
At the time of this review, HubSpot for WooCommerce version 1.0.4 was tested up to WordPress 5.4.2 and is updated every 1-3 months.
Sprout Clients – CRM and Lead Management
Unlike most of the other best CRM plugins for WordPress on this page, the Sprout Clients – CRM and Lead Management plugin is a rather new tool.
But it’s still worth mentioning because it already has five stars.
Sprout focuses on nurturing relationships with customers by removing the burden of managing clients.
This plugin offers scheduled messaging so you can write emails now and save them to send later. Sprout also tracks all engagements and links them to your clients for reference and automation.
Additionally, Sprout can help with other aspects of business, offering seamless integration with sister apps like Sprout Invoices, as well as future integrations with the Help Scout Desk.
At the time of this review, Sprout Clients – CRM and Lead Management version 2.3 was tested up to WordPress 5.5.1 and is updated every 1-3 months.
Final Thoughts on Best CRM Plugins for WordPress
As you can see from the list above, there is no shortage of options when it comes to CRM plugins for WordPress.
The 15 covered don’t even begin to tap into the vast amount of CRM plugins available, but they should give you a good starting point to figure out what you need from a CRM plugin.
Almost all of these plugins have a free version that you can test out before making a commitment, so pick a few that you like and give them a try.
At very least, trying out different plugins should help you determine what your individual needs are, which will help you zero in on the best plugin for your business.
Once you find the perfect CRM plugin for you, managing and tracking customers and clients will be easier than ever.
Finally, if you try out different CRMs and find that none work for your specific needs, you may want to Make Your Own WordPress CRM System.