Best WordPress CRM Plugins
Integrating a CRM plugin in your WordPress site proves an effective way to understand your customers, and allows interacting with them throughout your project’s lifecycle. This ultimately helps in enhancing your relationship with those customers. But most importantly, using WordPress as a CRM platform plays a crucial role in improving sales that are generated by the leads captured through WordPress. Below is a list of some of the best WordPress CRM plugins that when used on your WordPress site, will help address your business needs in a highly efficient and effective manner.
Salesforce, recognized as the leading CRM solutions provider is used by businesses worldwide, as it gives them the ability to connect to their customers with the help of latest and advanced technology in the cloud, mobile and other key areas. Thanks to the WordPress-to-lead plugin, you can integrate your WordPress install with your Salesforce account.
Basically, the plugin enables you to get the ability to collect leads via their WordPress site and feed them directly to the Salesforce CRM. This saves you from having to copy paste your lead info from your site to the Salesforce.com account.
Using the WordPress-to-lead plugin, you won’t have to perform an extra step to move to your CRM to keep track of your lead; you can organize all your contacts and lead information from one single place.
WordPress comes with built-in user management functions, however, using the WP-CRM plugin can help expand on that functionality. Put it simply, the plugin help improves your site’s user management capability, by helping you to store contacts in your WordPress site’s database.
WP-CRM includes everything that is needed for managing not just your website customers, but also helps manage vendors, affiliates, etc. Also, this plugin makes the process of creating forms a breeze for users. Using the WP-CRM plugin, you can add contacts manually or can use a lead generation form for capturing the contacts automatically on your website.
The plugin also help performs actions such as filtering and editing your form’s submission from within your WP admin area.
If you’re looking out for a valuable CRM solution that scales with your business growth and is client-centric, then you should consider using the vCita CRM to achieve such a need. The plugin provides the best way to manage your leads and customer relationships.
vCita CRM plugin helps in performing a lot more functions than merely collecting and storing the customer data. With it, you can create new sales opportunities and track all your users interactions along with your team. The best part about vCita CRM is that help in saving time by allowing you to communicate with your clients automatically.
This plugin plays a crucial role in compelling users to take actions on your website, such as scheduling an appointment, sending a message, uploading documents and so on, regardless of the device. Moreover, you can import all your contacts from Outlook, Google, etc. to vCita CRM in no time.
WordPress Leads is the best lead generation CRM tool – that focuses on managing lead/sales captured via a landing page form in your WordPress site admin area. The plugin helps in collecting crucial lead information, which includes leads geographical location, most viewed pages on your site, what interests your leads, viewing comments made by visitors on your blog and much more.
In essence, the WordPress leads plugin help to gather information about your clients that can help you take measures in capturing more leads, and close sales. Furthermore, it is a lightweight CRM that is worth considering, if you don’t require using all the advanced features of complicated CRM such as Salesforce.
One great benefit that this CRM offers is that it gives you the flexibility to send your lead data into any 3rd party CRM of your choice.
And last on our list is the Presspoint CRM plugin. Although, this plugin incurs almost the same cost as Salesforce or Zoho CRM solutions, however, it easily integrates with any WordPress site in just two clicks. In fact, it was written to WP best practices.
With Presspoint CRM, you don’t have to worry about accessing data scattered across multiple databases. It helps in creating integrated profiles for each client, and renders opportunities to let you manage sales from your qualifying leads and close of sale.
Whether this CRM is worth buying is entirely your decision. Make sure to consider all the features it offers before coming to a conclusion.
Price: Basic plan starts from $100 with 12 month subscription
CRM (a.ka. Customer Relationship Management) is an excellent tool that helps in running a business successfully. Of course, you can CRM tools such as Salesforce and others to keep track of critical business information such as contacts, lead information, certain users preferences, etc. – that can help in your next deal with any particular client.
However, learning to use a new CRM services can be quite expensive and time-consuming. However, you can overcome such problem by using WordPress as your CRM platform using the above mentioned plugins.
Samuel Dawson is a constructive head at designs2html Ltd where his responsibility is just to convert html to wordpress website because he is master in this area. Samuel has done a great research on the CRM plugins and shown his work above.