The 8 Best WordPress CRM Plugins in 2024 (Compared)

By Naveed Ahmed | Reviewed by Syed Balkhi | June 21, 2024 | Reader Disclosure

Want to add a CRM to your WordPress website? A customer relationship management (CRM) plugin can help you track leads, boost sales, and manage interactions with your customers.

In this article, we’ll share some of the best WordPress CRM plugins to help you improve your customer service and support.

Why Use a WordPress CRM Plugin?

A customer relationship management (CRM) plugin will store the contact details of your current and potential customers, quickly show your past interactions with them, and help you deliver a streamlined customer service experience across your entire business.

Your sales, marketing, and customer support teams can use this data to track leads, check purchase history, and record how customer issues were resolved. A CRM plugin should integrate with social media platforms, lead generation software, and email marketing service, as well as your membership website or online store. It should offer everything you need to manage your customers in one place.

With that said, let’s take a look at how we tested and chose the best WordPress CRM plugins to help you choose the best tool for your business.

How We Tested and Rated WordPress CRM Plugins

Here’s how we reviewed different WordPress CRM plugins:

• Real-world testing: We tested these plugins on WordPress staging sites to make sure they meet our high standards for reliability, ease of use, and security.
• We analyzed the most popular options: We evaluated the most popular CRMs to see how they could integrate with WordPress. We made sure to look for significant features, pros, and cons so we could thoroughly assess each option.
• We considered plugins from a small business perspective: As we have grown businesses from scratch for years, we know how important it is to choose a popup plugin that can get conversions and signups, quickly.

Why Trust WPBeginner

WPBeginner is a dedicated team with over 16 years of experience in WordPress, marketing, and design. Our WordPress experts research, test, and evaluate each tool on real websites. For more information, check out our editorial process.

1. HubSpot

HubSpot is a comprehensive WordPress CRM plugin that integrates seamlessly with its marketing, sales, and customer service products. It allows you to capture leads, manage contacts, and track user interactions. HubSpot CRM comes with built-in tools to collect customer data on your WordPress website and add it to your contact list. These tools include forms, email, and live chat.

Your data is stored on HubSpot’s cloud platform. It also integrates with over 300 apps and services, like email marketing and lead generation software such as OptinMonster. The core HubSpot CRM platform is free and supports an unlimited number of users and contacts. You can upgrade to a paid plan to get more powerful features. HubSpot is easy to use, and we show you how to add it to your WordPress website step-by-step in our guide on how to add a CRM to your WordPress website and get more leads.

Pros:

• HubSpot is a user-friendly CRM.
• The core HubSpot CRM features are free.
• With the paid plans, you can choose to focus on marketing, sales, or customer service.
• You can easily embed forms and live chat on your site.

Cons:

• Beginners may find the plugin has a learning curve.
• Data is stored on HubSpot’s cloud service.

Why We Chose HubSpot:

HubSpot is the best CRM for small businesses, and it integrates easily with your WordPress website.

2. FunnelKit Automations

FunnelKit Automations is a powerful CRM and marketing automation tool for WordPress websites and WooCommerce stores. You can use it to see all the details about your customers, including their name, email address, gender, geographic location, tags, lists, and more. You can also see details about their history on your website or online store, including their purchase history.

The strength of this plugin is automation. You can also use its visual automation builder to automate targeted email and SMS campaigns, create subscription reminders, send automatic coupons, and much more.

Pros:

• Detailed contact profiles show all customer information in one place.
• Allows you to automate your WooCommerce store, including emails and SMS messages.
• FunnelKit Automations has advanced features like analytics, revenue tracking, and A/B testing.
• It has integrations with popular apps and plugins.

Cons:

• Beginners will discover that there’s a learning curve.
• It’s more expensive than most CMS solutions.

Why We Chose FunnelKit Automations:

Funnelkit Automations is one of the best marketing automation platforms for WooCommerce. Its contact profiles let you easily access customer details and purchase history.

3. Freshsales CRM

Freshsales CRM is a popular and affordable CRM with a sales-focused approach. It has a scoring feature that helps you prioritize and personalize customer engagement. Its Dashboard gives you instant access to customer data, including reports, activities, phone calls, emails, and contact information. Other features include visual sales pipelines, actionable conversation insights, event tracking, customized workflows, and integrations with popular third-party services.

Freshsales also lets you automate your work to save time. This lets you automatically assign leads, send emails, add tasks, create reminders, and much more. You can also save time by automatically filling in additional details based on social and ad/catalog/sheet information. You can find the Freshsales Integration plugin in the WordPress plugin directory. It lets you sync contacts and leads, embed forms, track website activity, and get notifications.

Pros:

• Affordable and easy to use.
• The scoring system helps you prioritize leads.
• Automation features save you time.
• It’s cheap and offers a 21-day free trial.

Cons:

• Offers less customization than other CRMs.
• Offers fewer integrations than other CRMs.

Why We Chose Freshsales CRM:

Freshsales CRM has a sales-focused approach. It helps you prioritize your leads and saves you time by offering automation and automatic data entry/recording.

4. Brevo (formerly Sendinblue)

Brevo, formerly known as Sendinblue, is a popular email marketing service. It offers CRM features like contact management with custom fields, contact tracking, lead scoring, and transactional email logs. It can also integrate with other CRM products. The company also offers a free CRM plugin for WooCommerce in the official WordPress plugin directory. This will automatically sync your WooCommerce customer data with Brevo so you can improve your store’s customer service using a single tool.

Once your online store’s data is synced, you can better manage your customers and their orders, create effective email and SMS campaigns, and track how many emails have been delivered, opened, and clicked.

Pros:

• Its limited CRM features can do everything you need if your goal is email marketing.
• You can set up automated workflows to boost conversions in your store.
• Brevo’s free plan allows you to create an unlimited number of contacts and send up to 300 emails per day.
• The Brevo plugin for WooCommerce is free.

Cons:

• Its CRM features are more limited than other CRM solutions.
• Plugin integration is only for WooCommerce stores, not WordPress websites in general.
• You depend on Brevo’s platform, so any downtime can affect your campaigns.

Why We Chose Brevo:

Brevo is one of the best email marketing services, and it will provide you with all the CRM features you need for email marketing. The free WordPress plugin also lets you instantly sync your WooCommerce store customers.

5. Pipedrive CRM

Pipedrive CRM is another sales-oriented CRM plugin for businesses. It allows you to manage your sales pipeline through a user-friendly interface that gives you quick access to all the information you need. It is designed specifically for sales teams and offers features like sales reporting, accurate activity tracking, advanced contact information, customizable pipelines, sales forecasting, and seamless email integration. In addition, it provides numerous integration options, allowing you to link your CRM with your existing services.

You can find the LeadBooster Chatbot by Pipedrive plugin in the WordPress plugin directory. It’s a chatbot plugin that captures visitors to your WordPress website and converts them from qualified leads into deals in your Pipedrive CRM account.

Pros:

• Intuitive interface.
• Oversees the performance of your sales and conversion rates.
• Tracks communication with customers.
• Automate repetitive tasks.
• Affordable pricing.

Cons:

• Its advanced reporting and automation capabilities are more limited than other CRMs.
• Some advanced features have a steep learning curve.

Why We Chose Pipedrive CRM:

Pipedrive CRM is an affordable customer relationship solution for sales teams.

6. GreenRope CRM

GreenRope CRM is a multi-purpose CRM designed for teams. It lets your sales and marketing, customer support, and operations departments use a single platform to deal with your customers. It integrates CRM, email marketing, automation, social media, project management, and more into one flexible system. The CRM also offers features that allow you to automate customer communication, prioritize your leads, track deals, and monitor social engagement.

You can find the GreenRope Analytics WordPress CRM plugin in the WordPress plugin directory. It lets you track visitors to your WordPress site within your GreenRope account.

Pros:

• One tool can satisfy the needs of your sales, marketing, and support teams.
• Other features include project management, lead scoring, and event management.
• It’s highly customizable.

Cons:

• This tool serves multiple purposes, so it has a learning curve.
• It’s more expensive than some CRM solutions.

Why We Chose GreenRope CRM:

GreenRope CRM is a flexible CRM tool that can satisfy the needs of multiple departments in your business or online store.

7. FluentCRM

FluentCRM is a self-hosted CRM and email automation plugin for WordPress. Unlike many other CRM solutions that store your data on their own cloud services, all FluentCRM data is yours and stored in your WordPress database. This plugin is easy to set up, and beginners will enjoy its user-friendly dashboard. It allows you to track important customer information, like purchase history, form submissions, email open rate, and click-through rate.

FluentCRM is compatible with many popular WordPress plugins, like Easy Digital Downloads, MemberPress, and LearnDash. You can find the FluentCRM Email Marketing, Newsletters, Email Automation, and CRM plugin in the WordPress plugin directory. It lets you sync your contacts, automate emails, and create email campaigns, track your website activity, and much more.

Pros:

• Stores your data in the WordPress database.
• Fast performance.
• It also offers email automation.
• You can start for free.

Cons:

• Paid plans cost more than other CRMs.

Why We Chose FluentCRM:

FluentCRM is an easy-to-use WordPress CRM plugin that can also track and automate your email campaigns. All your data is stored in WordPress, so you don’t have to depend on third-party cloud services.

8. WP-CRM System

WP-CRM System is a free WordPress CRM plugin designed for freelancers and small business owners. It provides basic CRM functionality for WordPress websites, like managing contacts, tracking communication history, and assigning tasks. Like FluentCRM, WP-CRM stores all your data in your WordPress database. This means that you own all your data and don’t depend on another company to keep your data accessible.

You can also purchase extensions to add new features, like custom fields and integrations.

Pros:

• Easy to use and navigate.
• Data is stored on your WordPress website, not on a third-party cloud service.
• This free plugin will satisfy the needs of many freelancers and small businesses.

Cons:

• Limited advanced features.
• The cost of paid extensions can add up.

Why We Chose WP-CRM System:

WP-CRM System is the best free CRM plugin for WordPress. The basic plugin will satisfy the needs of many small businesses, and you can purchase extensions to add custom fields and integrations as you need them.

Which Is The Best WordPress CRM Plugin?

In our expert opinion, we believe that HubSpot is the best CRM plugin for WordPress. It’s easy to use, offers the most important features, and the core plugin is free. On the other hand, if you have a WooCommerce store and need a CRM with e-commerce focused marketing automation, then you should also look at FunnelKit Automations. It’s powerful, can help you increase your overall sales, and is worth every penny. However, if you are looking for a CRM that’s solely focused on sales, then we also recommend using Freshsales CRM or Pipedrive CRM. These are great alternatives to HubSpot because they are sales-oriented and can help you automate your sales processes.

FAQ About CRM Plugins for WordPress

Still have questions? Here are answers to some of the most frequently asked questions we get about WordPress CRM plugins.

Is WordPress a CRM or a CMS?

WordPress is a CMS, or content management system. It lets you create and manage your website and all its content. However, WordPress is a very flexible platform that can be used for many purposes. You can easily install a WordPress plugin to add the features you need to use your website for customer relationship management (CRM).

What Is a WordPress CRM Plugin?

A WordPress CRM plugin is an extension that allows you to manage customer relationships directly on a WordPress website. It enables users to manage leads, contacts, and customer interactions from within the WordPress dashboard.

Do You Need a CRM Plugin for Your WordPress Site?

The need for a CRM plugin depends on your business goals and the level of customer relationship management you require. If you interact with potential customers or clients frequently, then a CRM plugin can help organize and streamline these interactions.

What Features Should You Look for in a WordPress CRM Plugin?

Important features to look for in a CRM include contact management, lead tracking, email integration, task management, reporting and analytics, customization options, and integrations with other tools and platforms. However, the features you need will vary depending on your specific requirements, the size of your team, the number of customers you need to deal with, and the type of business you run.

WordPress Guides for Customer Service Experts

Now that you’ve learned about the best WordPress CRM plugins, you may like to check out some of our other guides on customer service:

• How to Add a CRM to Your WordPress Site and Get More Leads
• How to Optimize the Customer Experience in a WooCommerce Store
• The Best CRM Apps for Small Businesses (With Free Options)
• The Best WooCommerce CRM to Grow Your Store (Compared)
• Best Customer Service Software for Businesses (Compared)
• The Best Phone Services for Small Businesses

We hope this tutorial has helped you find the best CRM plugins for WordPress. You may also want to check out our guide on how to increase your blog traffic or our selection of the best WordPress plugins for customer support.

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**If you’re interested in learning more about tech news, feel free to visit my website:** www.naveedahmed.me.