Top 17 Best WordPress CRM Plugin 2021 (Free & Paid Compared)
Businesses online and off should take advantage of as many resources as possible. This is especially true when it comes to growing your contact network. And when it comes to keeping current customers happy with new content.
That’s why WordPress can be such a valuable resource. On its own, it falls a bit short of being a business SaaS. But try adding on a CRM plugin for WordPress. Then you’ve got yourself a great new channel to spread the word about your business and bring in new leads.
This article shows you the ins and outs of these tools. Then it goes over the best WordPress CRM plugins on the market right now.
WordPress CRM plugins comparison chart (top 10 highest rated)
Best WordPress CRM plugin overall
WordPress-to-lead for Salesforce CRM
Top free WordPress CRM plugin for sales
HubSpot CRM WordPress Plugin
Best WordPress CRM plugin for marketing automation
Good free WordPress CRM plugin for lead management
Jetpack CRM (formerly Zero BS CRM)
Best free WordPress CRM plugin
Top WordPress CRM plugin for web tracking
WP CRM system
Top WordPress CRM plugin for small business
Top WordPress CRM plugin for email campaigns
Good user-friendly WordPress CRM plugin
Good WordPress CRM plugin for lead capturing
What is WordPress CRM Plugin?
More than a blog
So why do you need a CRM plugin for WordPress? Isn't it just a blog site where WordPress users write about their daily lives?
The truth is, you can use WordPress for much more than a personal blog. You can turn a WordPress site into part of an ecommerce operation. It's even a great resource for businesses and organizations that aren't online only.
A WordPress site can give regular information about your business. It can showcase products. You can use it to share use cases for customer satisfaction stories.
Becoming a top customer relationship manager
So what kind of tools can a good CRM plugin bring to your WordPress site?
A CRM platform is great for contact and user management. It keeps track of all your contacts and their activity histories. With a good CRM plugin for WordPress, you can track all the users who visit your site.
Good WordPress CRM plugins also make it easy to import contact lists from various sources. The most common file format here is the CSV format.
CRM plugins for WordPress often include a form-building tool. This lets you create signup forms and put them on your site. When a new visitor fills out a contact form, a contact profile gets created and saved in your CRM database. Signup forms can include standard and custom fields, like emails and phone numbers. As well as more personal information, like shopping habits.
A CRM plugin for WordPress can also transform your WordPress dashboard into a reporting tool. This gives you added insights into how users are engaging with your website. You can also get aggregate data on times and days which get the most traffic, or where your traffic is coming from.
Some of the best WordPress CRM plugins also automate workflows. For example, when someone signs up with a form on your WordPress, a follow up can be sent automatically. This could be by email, SMS, or other channels.
Finally, there are always ways to boost the functionality of your WordPress with other add-ons. Zapier, the SaaS integration tool, has over 2,000 connections for WordPress. These include Zendesk, Google Drive, and LinkedIn, to name a few.
What are the best WordPress CRM Plugins? Here's our top 17 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 that are totally free. Others offer free versions, and some only have premium paid plans.
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 of your WordPress back-end. So it’s very easy to learn and use. 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 uses 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 features like activity logs, and tools to schedule meetings. There's also project and task management. Finally, WP ERP has many tools for accounting, like quotes, balance sheets, and invoicing.
WP ERP Pro starts at $9.99 per month billed annually for 1 user. There are many monthly add-ons you can get on top of that. WP ERP core CRM is free.
WP ERP is best for:
Website: WP ERP
WordPress-to-lead 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 very basic coding to set up.
WordPress-to-lead for Salesforce CRM is a free plugin.
WordPress-to-lead for Salesforce CRM is best for:
Salesforce CRM users
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 each 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. There is basic marketing automation which 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 CRM has many custom prices. The basic Starter Growth Suite is $45 per month billed annually.
HubSpot WordPress Plugin is best for:
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 there's a unified dashboard showing 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 a free plugin.
UpiCRM is best for:
Jetpack CRM/Zero BS CRM (Best free plugin)
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 has a free WordPress CRM. Plans go for $11, $17 and $30 per month billed annually. There are also add-ons.
Jetpack CRM is best for:
Customer relationship management
Website: Jetpack CRM
Agile CRM (Top 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 smart popups. They can even have personalized messages for users. Signup popups 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 certain 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.
You need an Agile account to run the plugin for WordPress. There are free versions. Premiums cost $8.99, $39.99 and $64.99 per month billed annually.
Agile CRM is best for:
Website: Agile CRM
WP-CRM System (Top plugin for small business)
WP-CRM System is a customer relationship management plugin aimed at freelancers and small businesses.
It has basic contact management. The contact profile fields are customizable too. This lets you see at-a-glance your most useful customer data. There are project management features. A simple dashboard keeps tracks 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 has 3 pricing buckets. It costs $99, $199 per year for 1 website, or $249 per year for unlimited websites.
WP-CRM System is best for:
Website: WP-CRM System
Groundhogg (Top plugin for email campaigns)
Groundhogg wants to turn your WordPress site into a full marketing automation and CRM solution.
Starting with marketing automation, Groundhogg lets you build automated customer journeys easily. Block design makes it easy to build email campaigns. There's a visual editor or you can use HTML. You can then track your email opens and link clicks. There's 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.
Groundhog offers flat rates no matter how big your contact list is. Plans go for $20, $30, $40 or $80 per month billed annually.
Groundhogg is best for:
Analytics And reporting
UkuuPeople (Good user-friendly plugin)
UkuuPeople is a CRM solution for WordPress that's very user friendly.
The UkuuPeople core plugin package gathers contact interaction info from multiple sources. UkuuPeople also collects data from front-end forms and makes it easy to share information among teams. You can attach files to contact profiles. It also manages your upcoming schedule and to-dos. Premium versions include tools for managing your sales funnel.
There's a free version of the UkuuPeople Core plugin. UkuuPeople is $179 per year. The UkuuPeople sales management bundle is $479 per year.
UkuuPeople is best for:
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 ecommerce 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 the whole range of CRM tools. It includes lead source to tell you where your signups come from, as well as 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:
DX Sales CRM (Good crm wordpress leads plugin)
DevriX is the WordPress development partner that makes the DX Sales CRM plugin.
The core plugins from DX Sales CRM deals with contacts, companies and projects. It groups your contacts by companies, showing their roles and seniority level. It also groups companies by industry or size. Contact data can be for customers, partners, suppliers and more. Project management lets you keep track of tasks and deadlines. The connections between contacts, companies, and projects are displayed on a unified dashboard. You also get solid sales reporting.
DX Sales CRM by DevriX is open source software.
DX Sales CRM is best for:
Website: DX Sales CRM
Extra tips: WordPress Plugins to work alongside CRM
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 that you can pair up with your CRM for added features.
WooCommerce (Good WordPress sales plugin)
WooCommerce is more of a sales tool than a CRM, but still good for managing customer orders. It’s a plugin for turning your WordPress website site into an ecommerce store. It's also useful if you have a brick and mortar location that 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, PayPal, and Facebook.
WooCommerce is a free plugin.
WooCommerce is best for:
Small business owners
Gravity Forms (Good WordPress form-builder plugin)
As the name suggests, Gravity Forms is all about letting you create advanced WordPress forms. This plugin can help you expand your customer list for your CRM network.
It begins with Gravity Form's big template library. Templates include: contact forms, request a quote, employee application, 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 form custom fields. You also get email notifications when a user fills out a contact form.
There are three price plans for Gravity Forms. $59 per year for one website, $159 per year for 3 websites, and $259 per year for unlimited sites.
Gravity Form is best for:
Website: Gravity Forms
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 exactly 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.
There are 3 tiers of MC4WP. $59 per year for 1 site, $99 per year for 3 sites, and $149 per year for 10 sites.
MailChimp for WordPress is best for:
IMPress Listings (Excellent real estate CRM plugin)
IMPress Listings is a plugin for WordPress dedicated to real estate. It's developed by Agent Evolution. It’s not great for managing customers, but good for managing agents.
IMPRess Listings lets realtors keep track of all their listings they advertise on their WordPress site. It groups 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:
Real estate listings
Website: IMPress Listings
Ninja Forms (Good WordPress plugin for form building)
Ninja Forms has a very simple focus. It's a very user-friendly form builder, and that's almost it. It won’t replace a CRM but can surely 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.
Prices may vary according to promotions. The personal plan usually begins at $99. There are more expensive plans, or you can shop for add-ons a la carte.
Ninja Forms is best for:
Website: Ninja Forms
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 ecommerce tools, you can use this to see your customer's journey 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:
Website: WP Leads Builder for CRM
In Conclusion: Time to plug in and CRM up
That does it for this roundup of the best CRM plugins for WordPress.
If you're on a budget, then 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.
Whatever plugin you go for, you're sure to see your WordPress transform into a contact-growing and lead conversion machine. Word up!