10 Best WordPress CRM Plugins (November 2024 Update)

Quick summary: 

Discover the best WordPress CRM plugins that will turn your website into a powerhouse that gathers leads and makes sales. Whether you’re a startup or an established entity, these plugins will help you streamline your operations, enhance customer interactions, and drive growth via your website.

Did you know that WordPress powers 43% of all websites ever made? However, the true potential of a WordPress site is unleashed when it's seamlessly integrated with a robust Customer Relationship Management (CRM) system. And the best WordPress CRM plugins will help you out with that.

This powerful combination can help you use your website to deepen customer engagement, streamline sales processes, and unlock valuable insights into customer behavior. Whether you're a small business owner, a digital marketer, or an entrepreneur looking for scalable solutions, understanding how to leverage WordPress CRM plugins can be a game-changer. 

For all WordPress users, here's your chance to dive into the world of CRMs compatible with your website. Let's explore how integrating these systems can elevate your business operations, enhance customer satisfaction, and drive unparalleled growth.

What is a WordPress CRM Plugin?

A WordPress CRM plugin integrates customer relationship management functions into your website, transforming it into a powerful tool for engaging, analyzing, and retaining customers.

By integrating CRM capabilities, your WordPress site becomes a central hub for tracking customer behaviors, preferences, and engagement patterns across various touchpoints. This enables you to see which pages they visit, forms they fill out, and actions they take on your site—all in one place.

With this data, you can create tailored communication strategies, send personalized messages based on user behavior, and optimize follow-ups to keep customers engaged and satisfied. This improved insight into customer journeys helps ensure that every interaction feels relevant, enhancing overall customer experience and loyalty.

Benefits of WordPress CRM plugin

So, what good can a CRM software plugin bring to your WordPress site? It’s more than just a database for contacts. With the right plugin, you gain the power to deepen customer relationships, streamline workflows, and capture critical data directly from your WordPress site.

Here’s how a CRM plugin for WordPress helps:

• Centralized Contact Management: Every customer management system allows you to store and manage detailed profiles of your customers and leads, including contact information, interaction history, and preferences, all in one accessible place.
• Engagement Tracking: Keep tabs on how customers interact with your website, from the pages they visit to the forms they complete, offering valuable insights into their interests and behaviors.
• Form Builders and Lead Capture: Advanced CRM functionality and features include quickly creating custom forms for your website to capture leads, gather feedback, or register users for events, with data automatically funneling into your CRM system.
• Automated Marketing and Follow-ups: Set up automated emails or messages based on specific triggers, such as a new signup or a particular customer action, ensuring timely and relevant communication.
• Insightful Analytics and Reporting: Generate reports on sales trends, website engagement, customer demographics, and more, helping you make informed decisions about your business strategies.

Integrating a CRM plugin with your WordPress site can significantly enhance operational efficiency and customer satisfaction. By automating routine tasks, providing detailed analytics, and offering tools for effective communication, a WordPress CRM plugin ensures that businesses can focus on growth while maintaining a deep and personal connection with their audience.

Okay, now that we’ve covered the basics – let’s dig into WordPress CRM plugin reviews!

WordPress CRM Plugins Comparison Chart (top 10 highest rated)

What Are the Best WordPress CRM Plugins? Here's Our Top 11 List:

Now, you've learned a thing or two about CRM plugins. So, let's check out these excellent additions to your WordPress site.

Among these top WordPress CRM plugins, we've got some free. Others offer free versions, and some only have premium paid plans. 

1. WP ERP (Best WordPress CRM Plugin Overall)

WP ERP covers a lot of ground to make your WordPress website a business tool. It has the same look and feel as your WordPress back-end. So, it's straightforward to learn and use, even for beginners. There is a core CRM module that is also totally free.

WP ERP is an all-in-one package. You get HR management. This keeps track of employees across many locations. WP ERP is also a total CRM plugin for WordPress. It keeps track of users who engage with your site and helps you convert them to leads. This is great for improving your sales funnel. It also has contact management as well as project and task management features.

Finally, WP ERP has many tools for accounting, like quotes, balance sheets, and invoicing.

WP ERP is best for:

• SMBs

• HR

• CRM

• Accounting

• Sales funnels

• Project management

Pricing:

• The base price for the plugin is $9/month; there are no discounts for annual payments.
• For each user, you have to pay an additional $3/month.
• Other CRM add-ons have to be purchased separately.

Visit site
^{Go to WP ERP's official website}

2. WordPress-to-:ead for Salesforce CRM (Free Option CRM Plugin for Sales)

Salesforce is one of the biggest names in customer relationship management. This plugin connects your WordPress to your Salesforce CRM.

This is great if you are already using Salesforce CRM. Whenever users enter their information onto your WordPress site, it will automate the creation of new contacts in your Salesforce CRM. Or it can edit a current profile. This plugin takes some elementary coding to set up.

WordPress-to-lead for Salesforce CRM is best for:

• Salesforce CRM users

• Forms

• Startups

• E-commerce

Pricing:

• This is a free CRM plugin. 

Visit site
^{Go to WordPress-to-Lead's official website}

3. HubSpot CRM WordPress Plugin (Excellent CRM Plugin for Marketing Automation)

HubSpot CRM is a pioneer of inbound marketing. The HubSpot WordPress plugin does that and much more.

The first thing you get is a CRM tool. This offers a unified timeline of your contacts' engagement with your WordPress site. You also get live chatting tools and chatbots. This plugin also helps with email marketing campaigns. It's a drag-and-drop email builder. Basic marketing automation replies to a user when they fill out forms. You also get to track open and click rates. Finally, there is analytics and reporting.

HubSpot WordPress Plugin is best for:

• Email marketing

• Marketing automation

• CRM

• Live chatting

• Analytics

• Chatting

Pricing:

• HubSpot CRM plugin is free.
• You have to sign up for HubSpot to use the plugin.
• HubSpot CRM has free and paid plans.

Visit site
^{Go to HubSpot's official site}

4. UpiCRM (Good Free Plugin for Lead Management)

UpiCRM is a WordPress plugin geared for lead management.

You can import leads from many sources like Facebook and Google Sheets. Then, a unified dashboard shows you all your leads, including their statuses in your pipeline. You can delegate leads to team members and keep track of tasks for each deal. UpiCRM helps monitor revenue against projections. You also get tools to compare the success of marketing email campaigns.

UpiCRM is best for:

• Lead management

• Sales forecasting

• Team collaboration

• Marketing campaigns

Pricing:

• UpiCRM is free to use.

Visit site
^{Go to UpiCRM's official website}

5. Jetpack CRM (Best Free CRM Plugin for WordPress)

Jetpack CRM used to be called Zero BS CRM. And while Zero BS CRM was a catchy name, the new Jetpack is a better product.

Jetpack is another customer relationship manager plugin for WordPress. It manages new contacts in the hopes of turning them into potential customers. It gives you visibility over your sales funnel. You can customize this to show you the metrics you prefer. You can also handle quotes, invoices, and transactions. 

Jetpack CRM is best for:

• Freelancers

• Entrepreneurs

• Customer relationship management

• Sales funnels

Pricing:

The Jetpack CRM plugin is free and comes with basic CRM features. For more advanced features, you have to be subscribed to one of the Jetpack CRM plans:

• Freelancer: $11/month, billed annually.
• Entrepreneur: $17/month, billed annually.

Visit site
^{Go to Jetpack CRM's official website}

6. Agile CRM (Top CRM Plugin for Web Tracking)

Agile is a pretty solid CRM software for keeping track of contact records. It's also a useful WordPress plugin.

Agile CRM for WordPress offers innovative pop-ups. They can even have personalized messages for users. Signup pop-ups are good for boosting subscriptions. It gives you details of each user's activity on all your pages. You can also get real-time notifications for specific user actions. Web tracking shows you how users navigate your site. Finally, Agile CRM helps with landing pages and forms. These are made with visual editors.

Agile CRM is best for:

• Pop-Ups

• Signup forms

• Web tracking

• CRM

Pricing:

To run the WordPress plugin, you need to subscribe to one of Agile CRM's plans:

• Free plan for up to 10 users.
• Starter plan: $8.99/month.
• Regular plan: $29.99/month.
• Enterprise plan: $47.99/month.

Visit site
^{Go to Agile CRM's official website}

7. WP-CRM System (Top WordPress CRM Plugin for Small Business)

WP-CRM System is a customer relationship management plugin for freelancers and small businesses. 

It has essential contact management. The contact profile fields are customizable, too. This lets you see your most useful customer data at a glance. There are project management features. A simple dashboard keeps track of all tasks and deals. There are email notifications when a task is due. WP-CRM System lets you manage marketing campaigns. You can do invoicing and also get neat reporting. 

WP-CRM System is best for:

• Freelancers

• Startups

• Small businesses

• CRM

• Project management

Pricing:

WP-CRM allows you to purchase extensions individually or to get one of their bundles:

• Plus: $99/year; WP-CRM System plus three premium extensions for one website.
• Enhanced: $199/year; WP-CRM System plus all extensions for one website.
• Professional: $249/year; WP-CRM System with all extensions for unlimited websites.

Visit site
^{Go to WP-CRM System's official website}

8. Groundhogg (Top WordPress Plugin for Email Campaigns)

Groundhogg wants to turn your WordPress site into a complete marketing automation and CRM solution.

Starting with marketing automation, Groundhogg lets you build automated customer journeys quickly. Block design makes it easy to create email campaigns. There's a visual editor, or you can use HTML. You can then track your email opens and link clicks. There are solid analytics and reporting on users and their activity, including geolocations of users.

Finally, you get the suite of CRM tools like segmentation, contact activity logs, and file upload management.

Groundhogg is best for:

• Marketing automation

• Email campaigns

• Analytics and reporting

• CRM 

• File management

Pricing:

Groundhogg WordPress plugin is free. However, you must be subscribed to one of the following plans to use it.

• Basic: $20/month, billed annually, for unlimited contacts.
• Plus: $40/month, billed annually, for unlimited contacts.
• Pro: $50/month, billed annually, for unlimited contacts.
• Agency: $100/month, billed annually, for unlimited contacts.

Visit site
^{Go to Groundhogg's official website}

9. vCita WordPress Plugin (Good Plugin for Lead Capturing)

vCita is an all-in-one business management application and CRM solution. It has many WordPress plugins, including a CRM and a lead-capturing plugin.

The vCita WordPress plugin helps you create a WordPress website for e-commerce and business purposes. It lets you schedule meetings and appointments. It does this by giving you a calendar on your WordPress site. There are online payments that go directly to your PayPal or bank via Stripe. You get a drag-and-drop form builder.

vCita has a whole range of CRM tools. It includes a lead source to tell you where your signups come from and social media data. There's a slew of other lead-capturing features.

There are different prices for individual users or teams. Solo plans begin at $19 per month, billed annually. Team plans start at $45 per month, billed annually.

vCita WordPress Plugin is best for:

• Sales

• Business management

• Online payments

• CRM

• Form builder

• Lead capture

Pricing:

vCita pricing is based on the number of your team members. Pricing per user is more affordable the more users are on your team. The pricing for one seat is:

• Essentials plan: $29/month, billed annually.
• Business plan: $54/month, billed annually.
• Platinum plan: $93/month, billed annually.

Note: For teams with multiple users, vcita pricing starts at $20/user (billed annually) and decreases the more users there are on your team.

Visit site
^{Go to vCita's official website}

10. Bitrix24 (Best Full-Featured CRM for WordPress)

Bitrix24 isn’t a conventional plugin; it’s a powerful integration designed to bring CRM functions directly into your WordPress dashboard. This free CRM solution is perfect for small businesses, freelancers, and anyone who wants to manage customer relationships without switching between platforms. With Bitrix24, you can capture leads, manage contacts, and organize customer data effortlessly within WordPress.

What sets Bitrix24 apart is its range of advanced features, such as customizable contact forms, automated notifications, invoicing, and even SMS follow-ups. The CRM’s reporting tools give you a clear overview of customer interactions, sales activities, and campaign performance, all accessible in WordPress. This makes Bitrix24 a strong choice for those needing more than just basic contact management—offering robust, built-in tools for lead nurturing and customer engagement.

• Small businesses and freelancers who prefer a free CRM solution embedded within WordPress
• Teams seeking easy lead management and customer tracking without leaving their WordPress site
• Users needing flexibility to customize contact fields, automate notifications, and create powerful reports

Pricing:

• Free Plan: Unlimited users with 5 GB of storage.
• Basic Plan: $49 per organization per month (billed annually), supporting up to 5 users with 24 GB of storage.
• Standard Plan: $99 per organization per month (billed annually), accommodating up to 50 users with 100 GB of storage.
• Professional Plan: $199 per organization per month (billed annually), for up to 100 users with 1,024 GB of storage.
• Enterprise Plan: Starting at $399 per organization per month (billed annually), supporting 250 users with 3 TB of storage. Higher tiers are available for larger teams, with pricing increasing accordingly.

Visit site
^{Go to Bitrix24 official website}

Bonus: WordPress Themes with CRM

WordPress themes are pre-designed templates that determine the look and feel of your website. They control elements like layout, colors, fonts, and overall visual style. Themes make it easy for website owners to customize the appearance of their site without needing extensive design or coding skills.

On the other hand, CRM plugins add specific functionality to your site, particularly around managing customer relationships, tracking leads, and automating communication. While a theme handles how your website looks, a CRM plugin handles how it functions in terms of customer interactions.

How Do WordPress Themes Work Together with CRM Plugins?

A well-chosen WordPress theme can enhance your CRM plugin’s functionality by providing an optimized layout that complements CRM features. For example, a responsive theme ensures that CRM forms and lead-capturing widgets are displayed beautifully on all devices. Themes that support shortcodes and page builders allow you to embed CRM elements seamlessly, creating a user-friendly interface for both you and your visitors.

By choosing a CRM-compatible theme, you make it easier to organize CRM-related content like customer forms, activity logs, and lead information directly within your site’s layout.

Image Source: Envato Market

Top WordPress Themes for CRM-Enhanced Sites

Here are some popular WordPress themes that integrate smoothly with CRM plugins, each offering unique benefits to make your site visually appealing and highly functional:

Astra – A lightweight and highly customizable theme, Astra is designed to work with major CRM plugins and page builders, making it a flexible option for CRM-focused websites. Its speed and responsiveness also ensure that CRM forms and data load quickly.

Divi – Known for its visual design capabilities and flexibility, Divi allows you to integrate CRM elements easily, thanks to its powerful drag-and-drop builder. Divi’s design tools let you customize CRM-related sections to match your brand’s aesthetics.

OceanWP – This theme offers a range of pre-designed templates, making it simple to create a professional-looking CRM-enhanced site. OceanWP’s compatibility with CRM plugins and WooCommerce makes it suitable for e-commerce sites that need CRM functionality.

Neve – Designed for speed and performance, Neve is perfect for small businesses that need CRM features on a lightweight and responsive theme. It’s compatible with most CRM plugins, making it easy to set up lead-capturing forms and customer management tools.

Avada – A powerful, multipurpose theme, Avada comes with pre-built templates and extensive customization options. Its integration with CRM plugins makes it ideal for businesses looking for a polished and professional design.

Where to Find WordPress Themes for CRM Websites

For those looking to explore more themes, Envato Market is a great resource. Envato offers a wide range of both paid and free WordPress themes, making it easy to find a design that suits your CRM needs and budget. You can browse themes specifically designed for business and CRM purposes, ensuring compatibility with CRM plugins and providing the visual appeal needed to impress visitors.

Other WordPress Plugins to Explore for Your WordPress Website

There are a lot of great plugins to help turn your WordPress website into a business tool. Not all of them are strictly CRM solutions. Some have overlapping features like form builders or lead generation. Others integrate alongside your CRM plugin of WordPress. 

Here are some of the best WordPress plugins you can pair up with your CRM system for added features. 

WooCommerce (Good WordPress sales plugin)

WooCommerce is more of a sales tool than a CRM, but still suitable for managing customer orders. It's a plugin for turning your WordPress website into an e-commerce store. It's also helpful if a brick-and-mortar location needs an online shopping option. 

WooCommerce helps you design and set up storefront landing pages to display your products. There are payment modules for over 100 payment methods, including credit cards. You can manage your orders and shipping options. There is a shipping label maker, too. WooCommerce is also very customizable and integrates with apps like Stripe, Square, and Facebook.

WooCommerce is a free plugin.  

WooCommerce is best for:

• E-commerce

• Online store

• Small business owners

• Payment

Pricing:

• WooCommerce plugins can be used for free.

Visit site
^{Go to WooCommerce's official website}

Gravity Forms (Good WordPress form-builder plugin)

As the name suggests, Gravity Forms lets you create advanced WordPress forms. This plugin can help you expand your customer list for your CRM network.

It begins with Gravity Form's extensive template library. Templates include contact forms, request quotes, employee applications, and surveys. You can edit these or design your own with a form builder. This is an easy visual editor. There are more than 30 preset forms for custom fields. You also get email notifications when a user fills out a contact form.

Gravity Form is best for:

• Web forms

• Templates

• Newsletters

• SMBs

Pricing:

• Basic license: $59 per year for one website.
• Pro license: $159 per year for three websites.
• Elite license: $259 per year for unlimited websites.

Visit site
^{Go to Gravity Forms' official website}

MC4WP: Mailchimp for WordPress (Good WordPress plugin for subscriptions)

MailChimp for WordPress (MC4WP) does email newsletters and other forms for WordPress. Again, it's not precisely a CRM. But it can help you get more customers for your CRM.

MC4WP lets you add signup forms to any site on your blog. This is for users to join your email mailing list. You can customize the form and the signup button in many ways. It gives you an abandoned cart feature in case people leave forms unfilled. MC4WP also gathers customer data to help you know your audience. Reporting tools give you more data about their engagement.

MailChimp for WordPress is best for:

• Forms

• Email subscriptions

• Email newsletters

• Abandoned carts

• E-commerce

Pricing:

• Hobbyist plan: $79/year for two websites.
• Professional plan: $149/year for up to ten websites.
• Agency plan: $299/year for up to 50 websites.

Visit site
^{Go to MC4WP official website}

IMPress Listings (Excellent real estate CRM plugin)

IMPress Listings is a plugin for WordPress dedicated to real estate. It was developed by Agent Evolution. It's not great for managing customers, but it's suitable for managing agents. 

IMPRess Listings lets realtors keep track of all the listings they advertise on their WordPress site. It is grouped by property types, like condo or commercial. It also shows you the status of each listing, like sold, for rent, or new. There's a taxonomy tool to tag listings with things like bedroom count, square feet, or price. You can even add a map to your WordPress site to show where your listings are located. 

IMPress Listings is a WordPress plugin that comes with the IDX Broker package. Pricing starts at $150 per month. 

IMPress Listings is best for:

• Realtors

• Real estate listings

• Property managers

Pricing:

IMPress Listings is a WordPress plugin that comes with the IDX Broker package. The IDX Broker pricing plans are as follows:

• Lite plan: starts at $55/month.
• Platinum plan: starts at $90/month.

Visit site
^{Go to IMPress Listings' official website}

Ninja Forms (Good WordPress plugin for form building)

Ninja Forms has a straightforward focus. It's a very user-friendly form builder, and that's almost it. It won't replace a CRM, but it can work with one.

Ninja Forms uses drag-and-drop functionality to let you create beautiful forms for your WordPress website. No coding is needed. Users can upload files to forms. Ninja Forms also has tools to let you accept payments. This works with credit cards and PayPal. Ninja Forms aims to make lead generation easier.

Ninja Forms is best for:

• Forms

• Lead generation

• File management

• Payments processing

Pricing:

• Forever free plan is available.
• Plus plan: $99/year.
• Pro plan: $199/year.
• Elite plan: $499/year.

Visit site
^{Go to Ninja Forms' official website}

WP Leads Builder for CRM (Good plugin for lead generation)

Brought to you by software company Smackcoders, this is a simple but decent lead generator for WordPress. It works alongside CRMs.

This platform unifies multiple WordPress integrations. It works alongside CRM solutions like Zoho CRM, Salesforce, Freshsales, and SugarCRM. You can build forms with their templates or apps like Gravity Form and Ninja Form.

There are many advanced options for form-building, like duplicate handling and URL redirection. WP Leads Builder lets you delegate new leads to team members. As for e-commerce tools, you can use this to see your customers' journeys and purchases on WooCommerce. 

The basic Leads Builder for CRM package costs $99. This and other Smackcoders products are open source. 

WP Leads Builder for CRM is best for:

• WordPress integrations

• Form building

• Lead generation

• Customer journey

• Team collaboration

Pricing:

• The WP Leads Builder for any CRM costs $99 and comes with unlimited domains, lifetime customer support, and free upgrades.

Visit site
^{Go to SmackCoders' official website}

How to Integrate CRM on Your WordPress Site?

Is it difficult to integrate a CRM plugin with a WordPress website? Not really! Here's a step-by-step guide on integrating CRM into your WordPress site:

1. Choose Your CRM Plugin: Research and select a CRM plugin that aligns with your business needs, considering features and compatibility with your current setup.

2. Install the Plugin:

• Navigate to your WordPress dashboard.
• Go to Plugins > Add New.
• Search for your chosen CRM plugin.
• Click "Install Now" next to the plugin's name.

3. Activate the Plugin: After installation, click the "Activate" button that appears in place of the Install Now button.

4. Configure the CRM Settings:

• Access the CRM plugin settings through the WordPress dashboard. This may be a new menu item with the plugin's name.
• Follow the on-screen instructions to configure your settings, such as adding contact fields, configuring email settings, or setting up automation workflows.

5. Import Contacts: If you have an existing contact list, use the plugin’s import feature to add them to your CRM. Make sure your contacts are in the required format (often CSV).

6. Integrate with Other Tools: Many CRMs offer integrations with other WordPress plugins or external tools (like email marketing services). Set these up as needed.

7. Test the Integration: Perform tests to ensure that the integration works as expected. For example, submit a test entry through a contact form on your site and check if it appears in your CRM.

Remember that these are general instructions for integrating CRM and WordPress websites. Every CRM plugin comes with documentation and detailed guidance, so make sure to check it out, as the steps may vary slightly between different CRMs.

In Conclusion: Time to plug in and CRM up

Choosing the right WordPress CRM plugin is a strategic decision that can significantly impact your business's ability to connect with customers, streamline operations, and drive growth. 

With the plethora of options available, each with its unique features and benefits, finding the perfect CRM solution for your WordPress site has never been more accessible.

If you're on a budget, the top free options are probably WooCommerce or Jetpack. For those ready to shell out for a premium version, check out WP ERP or WP-CRM System.

We encourage you to leverage this information to empower your business decisions, enhancing your site's functionality and overall digital presence. Whatever plugin you use, you'll see your WordPress transform into a contact-growing and lead-conversion machine. Word up!

WordPress CRM Plugins FAQs

Does WordPress have a CRM system?

Yes, WordPress offers CRM solutions through various plugins. These CRM plugins integrate directly with your WordPress site, enabling you to manage customer relationships effectively within the familiar WordPress interface. They vary in complexity and features, catering to different business needs, from essential contact management to more advanced sales and marketing automation tools.

Does WordPress integrate with CRM?

Yes, WordPress can integrate with various CRM systems. This integration is typically achieved through plugins that connect your WordPress site with CRM software. These plugins enable you to synchronize customer data, track interactions, and manage leads directly from your WordPress dashboard. The level of integration varies depending on the CRM system and the plugin used, ranging from primary contact form data capture to more complex sales and marketing automation features.

What is the best CRM to use with WordPress?

The best CRM to use with WordPress depends on your specific business needs, budget, and technical expertise. Popular options include HubSpot CRM, which offers a comprehensive free plan and advanced marketing tools. Jetpack CRM is a notable mention for WordPress-specific integration, offering a user-friendly interface and seamless integration with WordPress. Zoho CRM is known for its customizability and extensive feature set. Salesforce is ideal for larger businesses looking for a highly scalable solution.