4 Top WordPress CRM Plugins (+ How to Turn WordPress Into a CRM)

Why do you need WordPress CRM plugins? First, lets agree that keeping track of business contacts can seriously eat into your daily schedule, robbing you of the time you need to grow your brand – and without growth, your business could quickly go from forward-thinking to moving backwards.Customer Relationship Management (CRM) systems are designed to help you regain that time. Many CRMs also assist with  correspondence, serving as a potential  difference between a missed business opportunity and the clinching of a major deal. Its of no surprise that, once again, WordPress is flexible enough to accommodate the need for such software, with a number of WordPress CRM plugins out there to choose from.In this post, well discuss the benefits of using a CRM, as well as why you should consider turning WordPress into a tool  that can help handle your contacts. Finally, well compare and contrast our top four WordPress CRM plugins – by the end of this post youll have a clear id ea on which solution is right for you. It acts as a hub for your customers contact details to keep them easily accessible, searchable, and manageable. In addition, a high-end CRM typically boasts features such as  calendars, task management, email marketing, and website form creation, to help organizations  generate and follow up on leads.Agile CRM  is a popular standalone choice for handling customer interactions.For instance, ClicDatas use of Agile CRM is a typical example of the benefits of CRMs. Despite having a global reach, they were  having trouble managing leads manually, and required a CRM to help  unify their contacts. They also required the  marketing and sales features a quality CRM provides to help their sales teams  chase up new and existing  leads.By adopting Agile CRM, ClicData were able to fulfill all those needs. They increased their lead follow up rate by 90%, and enhanced their sales conversions by 30% compared to the previous year.Why should you use WordPress as a CRM?Perhaps the biggest benefit of choosing one of the WordPress CRM plugins is the fact that so many are available for free. In contrast, standalone CRM platforms – such as  Agile CRM – tend to  cost a pretty penny.Furthermore, contacts that are already integrated with  your WordPress website will be far easier to access and manage on a day-to-day basis. Having everything  under the same digital roof helps streamline the workflows of both you and your staff.Finally, you and your team should already be familiar with the WordPress environment, so you wont have to  get used to  a new interface  in order to start managing your customers details efficiently.Now that weve explored why WordPress is a good home  for your CRM system, lets take a look at our top four WordPress CRM plugins to get the job done. Heres a short table comparison if youre in a hurry:PluginCore Plugin PriceAdd-ons?Feature SetvCita CRMFreeYes (Premium)MidrangeWP ERPFre eYes (Premium)RobustUpiCRMFreeNoneBasicUkuuPeopleFreeYes (Premium)MidrangeThe four best WordPress CRM plugins compared1. vCita CRM Lead Management for WordPress CRM and Lead Management by vCita Author(s): vCita.comCurrent Version: 2.6.2Last Updated: June 20, 2019crm-customer-relationship-management-by-vcita.2.6.2.zip 72%Ratings 30,992Downloads WP 2.8+Requires OverviewvCita CRM Lead Management for WordPress is  a  powerful CRM solution that enables you to generate new sales opportunities, track all interactions, gain insights, and collect payment from customers.  It even  automates your client reminders, notifications, and overall communications.The plugin works together with vCitas Small Business Management App  Ã¢â‚¬â€œÃ‚  a free customer relationship platform that  encourages site interaction. Those actions include sending messages, scheduling appointments, uploading documents, and paying for services – even from mobile devices.Finally, vCita also has iOS and Android apps to help you  view, manage, and reply to customers wherever you are.ProsAn excellent extension of the vCita platformActively engages with visitors to make sales, appointments, and moreNative iOS and Android appsOffers integrated email and SMS marketing toolsConsThe advanced nature of the plugin may overwhelm those looking for a simpler CRM solutionThe iPhone app has been known to have interface problemsIf you upgrade your vCita software you may feel like the monthly pricing is too expensiveWho is CRM Lead Management for WordPress best suited for?If you already make use of vCitas all-in-one small business management app, using this plugin is a no-brainer. However, it may not be suitable  if youre looking for a simpler solution. We also like it for those companies that want to incorporate payment and marketing tools into their CRM.2. WP ERP – HRM, CRM Accounting Solution For WordPress WP ERP Complete WordPress Business Manager with HR, CRM Accounti ng Systems for Small Businesses Author(s): weDevsCurrent Version: 1.5.5Last Updated: October 4, 2019erp.1.5.5.zip 86%Ratings 205,383Downloads WP 4.4+Requires OverviewWP ERP is an enterprise resource planning plugin made for medium to large companies working with WordPress. Its actually a full suite of tools including features for recruitment, accounting, human resources, and customer relationship management.Therefore, youre able to expand upon your CRM and bring most of your resource planning into one WordPress dashboard. For instance, the human resources module helps with communicating with employees and adding them to departments.That said, this article is about WordPress CRM plugins, so thats what well focus on.The CRM provides options for personalizing the customer life cycles for each client. It includes notes for marking down important interactions, along with a full log of every communication. Leads are collected through the plugin, where you can then assign tasks to di fferent people in your organization. Categorize your contacts, and even schedule meetings with clients from within the plugin.ProsYou dont just receive a CRM, but four other modules for things like recruitment, documents, human resources, and accountingThe CRM has customization tools for personalizing your business approach for each clientThe ERP core plugin is freeIntegrates with popular apps and software like WooCommerce, Mailchimp, and SalesforceIts easy to assign tasks to team membersInteraction logs are stored automatically, but you still have manual tools for notes and grouping customersConsYou may have to upgrade to more advanced features or add some extensions for an additional costSome companies may not want a full suite of products like thisSome of the premium add-ons can be found for free in other plugins on this list like payroll and payment processingWho is WP ERP best suited for?WP ERP makes the most sense for medium to large businesses that also want to take advantag e of the other tools for recruitment, accounting, and human resources.3. UpiCRM UpiCRM – Leads Management and Contact Form DB for WordPress Author(s): upiCurrent Version: 2.2.6.0Last Updated: September 19, 2019upi-crm-universal-crm-solution.zip 92%Ratings 55,213Downloads Requires OverviewUpiCRM is a free WordPress CRM plugin  that  works with your chosen contact form plugin to capture and manage leads. It boasts powerful user management, enabling you to configure roles, assign leads, group contacts, and send emails – ideal for  teams working collaboratively.UpiCRM also offers an advanced analytics system, providing  detailed insights into user activity from your dashboard. This helps with gathering traffic sources and actually linking your leads to those sources. Along with an elegant and behind-the-scenes interface, UpiCRM ranks as one of the best WordPress CRM plugins.ProsComplete customer life cycle managementTeamwork and collaboration features built -inRole hierarchy optionsDashboard KPIs  give quick and easily digestible insightsBuilt-in analytics for improved tracking and marketingThe plugin is completely free with no upsellsConsLimited marketing campaign monitoring featuresAlthough it works with a handful of popular contact form plugins, you may find that your current solution is not supportedWho is UpiCRM best suited for?Thanks to its user management features, UpiCRM is best suited to teams looking to manage the entire life cycle of a customer. Its particularly nice for linking to current databases and creating hierarchies for users. In short, I like it best for that initial transfer process from a contact form to a database.4. UkuuPeople CRM: Contact Management Simplified UkuuPeople Author(s): UkuuPeopleCurrent Version: 1.6.3Last Updated: July 10, 2018ukuupeople-the-simple-crm.zip 100%Ratings 19,866Downloads WP 4.6+Requires OverviewUkuuPeople is perhaps the most detailed  standalone  WordPress CRM plugin on this list, helping you manage your contacts from  a master list. You can then segment your contacts into groups (or tribes), and monitor  interactions with them via TouchPoints. Furthermore, you can build an email list, schedule meetings, manage tasks, add team members, and more – all from your WordPress dashboard.Finally, UkuuPeople is a free plugin, although premium add-ons are available to integrate UkuuPeople CRM with relevant third-party business apps such as  MailChimp and Google Apps. These add-ons are sold as bundles (typically a few hundred dollars) or as individual extensions (usually around $50 to $100 per add-on).The primary features offer options throughout the client life cycle. For instance, you can sell products, generate business directories, build mailing lists, and collect leads from a contact or donation form.ProsManage and monitor interactions with multiple TouchPointsEasily build email listsManage and assign tasksCan be integrated with other popula r business apps like Gravity Forms and Give DonationsThe core plugin is entirely freeIt has tools for selling products or accepting donationsConsIntegrations with other business apps come with  a costThere arent any plugin translations outside of EnglishWho is UkuuPeople best suited for?UkuuPeople is a WordPress CRM plugin with many advanced options, as well as integrations with other vital business apps. This makes it ideal for small to medium-sized companies looking to turn WordPress into a CRM. The contact forms connect nicely with your databases, and its also an excellent plugin for collecting money from clients.ConclusionIf your brand depends on working with a large number of contacts, the time needed to simply manage and organize those details can be a mind-numbing chore – not to mention a poor use of your time.WordPress CRM plugins are ideal solutions, both for your productivity and budget.  Lets recap the plugins weve compared:vCita: Ideal for vCita members lookin g to expand operations to their WordPress website.WP ERP:  An excellent choice if you want a full enterprise management suite with a CRM, accounting tools, HR options, and more.UpiCRM:  For teams working together to manage customer life cycles and collect leads from contact forms.UkuuPeople:  Ideal for slightly larger teams looking for more advanced features like payment acceptance and touchpoint monitoring.Are you a fan of any of the above WordPress CRM plugins,  or do you make use of another solution  to handle your business contacts? Let us know in the comments section below! How to turn #WordPress into a #CRM