The first question that may appear in your head is, why do you need a CRM plugin on WordPress at all? Your confusion is quite understandable. But let us explain to you quickly that your business needs a CRM system indeed. First of all, you need to store your contacts and leads in a safe place, and it’s very desirable to have them properly organized and always at hand. Besides, it’s a waste of time to look for hours for the necessary piece of information that you need immediately. It can cause you a lot of trouble and have a considerable impact on your business’s growth.
WordPress as a CRM System
The Customer Relationship Management (CRM) system is a useful tool that helps you to manage all the interactions with your potential and existing clients. It assumes a hub role, where all your customer data is stored. The best thing about it is that you can manage your data and really move around the system quickly.
As a bonus, CRM systems feature email marketing, calendars, task management, and website form creation. They help you generate and follow up on new leads so that your sales skyrocket.
One of the reasons to use WordPress CRM plugins is the fact that it’s much easier to manage all the contacts and tools when everything is gathered in one place. In addition, it will be much easier and faster to work with a CRM system integrated into WordPress because you are already familiar with this management system. And finally, there are many WordPress CRM plugins that you can find online and download for free.
WordPress CRM Plugins Review
Now when you understand the importance and convenience of WordPress CRM plugins, you may desire to use this knowledge in your business environment. So another challenge arises – which WordPress CRM plugin does suit your company best? We have created a short overview of 5 major plugins that have a killer performance. Here is a short list of them:
- UpiCRM
- UkuuPeople
- vCita CRM
- WP ERP
- HubSpot CRM
UpiCRM
This plugin uses advanced technologies to manage and analyze the full cycle of customer interactions with your brand. It has a wide range of features, enabling you to group contacts, run campaigns, assign leads, send emails, etc. A special dashboard comprises all the analytics and valuable insights gathered by the CRM system during the day. A cool interface is a pleasant bonus to the whole package.
UpiCRM is a versatile tool which can bring lots of use when applied right. The plugin is most suitable for teams that want to manage the entire lifecycle of a customer. In other words, it is perfect in the case when you want to make a complete manageable database out of your contact form.
UkuuPeople
UkuuPeople is one of those plugins that have everything you could ever think of. You can use it to segment all your contacts into groups to monitor interactions with them via ‘TouchPoints.” On top of that, it offers an opportunity to set meetings, manage tasks, build email lists, and monitor client’s interactions from your WordPress dashboard.
If you are willing to spend another buck, there are some add-ons that can help you integrate third-party apps like Google Apps and MailChimp. If you run a small or medium-sized business, UkuuPeople will do the trick for you.
vCita CRM
This is an intricate WordPress CRM plugin with gazillions of features. It does everything, starting from the generation of new sales opportunities and interactions tracking to insights gaining and payment collection. It’s worth mentioning that vCita CRM works in a pair with vCita’s Small Business Management App, which you also can use on a free basis. This app is both iOS and Android compatible and allows you to upload documents, make payments, appoint meetings, etc. straight from your mobile device.
This plugin suits best an advanced company looking for an all-in-one business management app. However, it may be too difficult to deal with for those who need a simple working tool for managing leads.
WP ERP
WP ERP is most suitable for medium and large businesses that are used to working with WordPress. This plugin includes a full range of features that can be used for the purposes of accounting, human resources, recruitment, and customer relationship management. So you can add as many functions as you want and modify the dashboard according to your needs. As for CRM features, WP ERP can be of great use in personalizing the customer life cycle of a client and scheduling appointments, group clients, assigning tasks, and many others.
HubSpot CRM
This is another all-in-one plugin that combines features vital for sales, marketing, CRM, and other purposes. It helps you find customers and boost revenue with the help of efficient customer management, email marketing, live chats, bots, analytics, and other WordPress tools. Small to medium businesses will benefit the most from this modern and user-friendly plugin.