By Catherine Waddell 
In today’s digital world, building strong relationships with your customers has now become key to your business’s success. If your customers find it difficult to know about your business, services, or products, chances are you will not be able to convert your potential customers. If you want to create meaningful customer relationships, attract more leads, and generate more sales, installing CRM plugins or software is one of the most sensible business decisions that can help you achieve your business goals.
Customer relationship management software plays an essential role in your business growth by providing you with the most relevant customer data that you can use to improve user experience. There are many CRM plugins available for your WordPress site that can help you manage customer interactions, track transactions, and provide exceptional customer support. If you are thinking of installing a WordPress CRM plugin for your small business, here is a list of some famous plugins that you can choose for your website.
Let’s have a look top 7 WordPress CRM plugins that can help you increase your sales and grow your business exponentially.
Table of Contents
1. WordPress CRM Plugin
It is one of the best CRM plugins available that is packed with many exciting features that can help you perform many business operations. For instance, with WordPress CRM plugin, you can store an unlimited number of contacts in the database. You can easily manage projects, track your marketing team, and set milestones for each team member. The best part is the plugin allows you to export or import the records whenever you want.
You can integrate the plugin with Dropbox, Slack, Ninja, and different other plugins. The WordPress CRM plugin provides custom fields that can be easily adjustable as per your brand requirements. The plugin offers essential project management features and an exceptional reporting system that allows you to see upcoming deadlines, business performance, and much more.
2. HubSpot CRM Plugin
The HubSpot CRM plugin is a great choice for your business due to its amazing features, including email marketing, live chat, analytics, and much more. With the HubSpot CRM plugin, you can easily organize customer data, nurture your leads, and engage website visitors. HubSpot CRM plugin is the best choice for small businesses as it is free and can easily be integrated with a number of famous solutions, such as WooCommerce, Zapier, Gravity Forms, and more.
In short, HubSpot is an excellent customer management platform that offers powerful marketing features that you can easily integrate with your website. Its drag and drop functionality made it easier for people with no coding knowledge to use the plugin and make the most of it.
3. WP ERP
If you are looking for a free CRM plugin for your business, consider installing WP ERP. The plugin’s core functions include CRM, HR, and accounting. WP ERP allows you to use custom filters and follow up tools that will best fit your business needs. The modules are designed by keeping your business’s needs and budget in mind so that you can make the most of its powerful features. This WordPress CRM plugin is free and can efficiently manage your contacts, send emails, schedule meetings, and calls while nurturing your customers. You should give WP ERP a try.
4. UpiCRM
It is a great choice for your business that is an easy to install plugin that is packed with highly advanced CRM features to increase your business profitability and growth. UpiCRM offers contact management features, collaboration, and tracking tools that allow marketers to find customer data. Businesses can harness the power of customer data to create effective marketing strategies that can help improve their conversion rate.
Furthermore, UpiCRM has the ability to collect all leads from different tools such as Facebook campaigns, webservers, and any other source and efficiently manage leads with its powerful system. The CRM with lead management and tracking feature, easy to use dashboard, reporting system, and contacts management can increase your marketing effectiveness.
5. Salesforce
It is one of the most famous WordPress CRM solutions that has become a preferred choice for a large number of large and small businesses due to its robust functionality. The best part of choosing this WordPress CRM plugin over others is that all your data is stored in the cloud that makes it easily accessible on mobile and web. By installing the Salesforce CRM plugin, you can collect leads and store them directly to your Salesforce account.
Now there is no need to copy and paste lead information from oneprogram to another. So, it is a great solution for businesses to save and manage customer information within your WordPress site. Furthermore, it offers a widget that allows you to insert forms online. With the Salesforce CRM plugin, you can place a contact form anywhere on your WordPress site. The dashboard provides you with a number of fields for contact information. Its efficient lead management options allow you to track your leads effectively.
6. Constant Contact
It is a famous CRM and email marketing software that helps marketers to easily save contact information, manage customer data, and track customer activities by using a dashboard. Constant Contact offers an easy-to-use dashboard with an efficient reporting system that can record an activity log for each and every Contact. Its drag and drop feature can make it easier to send and schedule emails andcreate sales funnel.
Constant Contact CRM plugin can integrate with third-party apps and different famous tools and top ecommerce platforms. It is a great choice for online stores as it offers many ecommerce tools that can help you capture more leads, nurture them, and convert them into paying customers.
7. Drip
Drip is a famous CRM plugin for ecommerce websites that is especially designed to boost sales and growth of your online business. Drip offers an easy-to-use user interface that is loaded with many interesting features, including marketing automation, contact management, reporting, email campaigns, user tracking, and much more.
Drip can be integrated with nearly every top third-party tools and services, including WooCommerce, Shopify and more. It offers workflows that helps you generate leads from Instagram and Facebook while helping you increase your conversion rate.
So, these are some of the best WordPress CRM plugins that you can use for your business to improve its performance and sales processes. Many professional agencies like web design company and other established companies also recommend their clients to install CRM plugin and make the most of their powerful features.