{"id":40727,"date":"2022-01-04T02:26:00","date_gmt":"2022-01-04T02:26:00","guid":{"rendered":"https:\/\/www.designbombs.com\/?p=40727"},"modified":"2023-01-05T06:22:49","modified_gmt":"2023-01-05T06:22:49","slug":"best-crm-plugins-for-wordpress","status":"publish","type":"post","link":"https:\/\/www.designbombs.com\/best-crm-plugins-for-wordpress\/","title":{"rendered":"7 Best CRM Plugins for WordPress (2023) &#8211; Expert Pick"},"content":{"rendered":"\n<p>Are you on the lookout for a CRM plugin you can use on your WordPress site?<\/p>\n\n\n\n<p>A customer relationship management (CRM) system is the best way to capture leads and manage customer communication.<\/p>\n\n\n\n<p>Many CRM systems also include support for task and project management as well as accounting needs like invoicing.<\/p>\n\n\n\n<p>Not all systems are made specifically for WordPress. We cover this in the first section of this post.<\/p>\n\n\n\n<p>We also cover the best CRM plugins to use for WordPress before wrapping up with our top pick.<\/p>\n\n\n\n<p>Let&#8217;s get into it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-to-look-for-in-crm-plugins\">What to Look for in CRM Plugins<\/h2>\n\n\n\n<p>CRM plugins for WordPress come in all shapes and sizes.<\/p>\n\n\n\n<p><strong>Some are dedicated CRM applications that have their own WordPress plugins. Others are CRM systems made specifically for WordPress.<\/strong><\/p>\n\n\n\n<p>Some applications don&#8217;t have plugins at all and integrate with WordPress instead.<\/p>\n\n\n\n<p>So, which sort of CRM solution should you use for your WordPress site? That depends on your needs, available free time and budget.<\/p>\n\n\n\n<p>CRM plugins made for WordPress are affordable, but they&#8217;re not as efficient as they could be.<\/p>\n\n\n\n<p>This is because many require you to create contacts and perform many other actions manually rather than automating them.<\/p>\n\n\n\n<p>Plugins and integrations made by dedicated CRM applications are much more efficient, but they can also be quite expensive.<\/p>\n\n\n\n<p><strong>Decide what&#8217;s more important to you: efficiency or budget. Think about this as you go through our list below.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-best-crm-plugins-for-wordpress\">The Best CRM Plugins for WordPress<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-01-hubspot-s-wordpress-plugin\"><strong>01. <\/strong><a href=\"https:\/\/www.designbombs.com\/go\/hubspot-marketing\"><strong>HubSpot&#8217;s WordPress Plugin<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.designbombs.com\/go\/hubspot-marketing\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"455\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/hubspot-crm-plugin.png\" alt=\"HubSpot CRM Plugin\" class=\"wp-image-40729\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/hubspot-crm-plugin.png 650w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/hubspot-crm-plugin-300x210.png 300w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/hubspot-crm-plugin-84x60.png 84w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/figure><\/div>\n\n\n<p>HubSpot is one of the most popular CRM solutions on the market. <strong>It&#8217;s used by over 143,000 businesses,<\/strong> including Trello, World Wildlife Fund (WWF), Casio, Zapier, Wistia, Suzuki, SoundCloud, and more.<\/p>\n\n\n\n<p><strong>HubSpot is a multi-software CRM platform that offers applications for marketing, sales, customer service, content management and operations.<\/strong><\/p>\n\n\n\n<p>You can pay for each application separately, but an affordable bundle is also available.<\/p>\n\n\n\n<p>The HubSpot CRM WordPress plugin itself is free. You just need an active HubSpot subscription to use it.<\/p>\n\n\n\n<p>The integration brings the following CRM features to your website:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Drag-and-drop contact form. HubSpot also integrates with most contact form plugins if you don&#8217;t want to switch.<\/li>\n\n\n\n<li>Live chat software and chatbots.<\/li>\n\n\n\n<li>Email builder for email marketing.<\/li>\n\n\n\n<li>Marketing automations for forms and live chat sessions.<\/li>\n\n\n\n<li>Analytics available from your WordPress dashboard.<\/li>\n\n\n\n<li>Activity logs saved in HubSpot&#8217;s CRM platform. This includes open and click-through rates.<\/li>\n<\/ul>\n\n\n\n<p><strong>Pricing:<\/strong> HubSpot has limited free tools. Paid plans start at $50\/month or $540\/year (advertised as $45\/month) for 1,000 marketing contacts and two users.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-02-wp-crm-system\"><strong>02. <\/strong><a href=\"https:\/\/designbombs.com\/go\/wp-crm\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>WP-CRM System<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.designbombs.com\/go\/wp-crm\"><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"662\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-crm-system-crm-plugin.png\" alt=\"WP CRM System\" class=\"wp-image-40731\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-crm-system-crm-plugin.png 683w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-crm-system-crm-plugin-300x291.png 300w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><\/a><\/figure><\/div>\n\n\n<p>WP-CRM System is a dedicated CRM WordPress plugin that adds CRM features to the WordPress dashboard.<\/p>\n\n\n\n<p>It enables you to manage a decent chunk of the customer journey from WordPress.<\/p>\n\n\n\n<p><strong>You can add individual contacts and organizations, create and manage tasks, and even create profiles for potential clients (called &#8220;Opportunities&#8221;).<\/strong><\/p>\n\n\n\n<p>The Tasks dashboard is perfect for support tickets or smaller objectives for client projects and marketing campaigns.<\/p>\n\n\n\n<p>Speaking of, there&#8217;s also a part of the plugin&#8217;s dashboard called Projects. They&#8217;re great for larger tasks.<\/p>\n\n\n\n<p>Clients are able to see certain data fields for Tasks and Projects in the Client Area the plugin offers, so both you and your client can keep track of things.<\/p>\n\n\n\n<p>You can also manage invoices, campaigns and reports from the plugin&#8217;s dashboard.<\/p>\n\n\n\n<p>A native email system is also included.<\/p>\n\n\n\n<p><strong>Pricing:<\/strong> A free version of the plugin is available. Pricing for the premium version starts at $99\/year for three extensions.<\/p>\n\n\n\n<p>You can also purchase extensions separately at $29-$89 each.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-03-wp-erp-crm-system\"><strong>03. <\/strong><a href=\"https:\/\/designbombs.com\/go\/wperp\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>WP ERP CRM System<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/designbombs.com\/go\/wperp\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"565\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-erp-crm-system.png\" alt=\"WP ERP CRM System\" class=\"wp-image-40732\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-erp-crm-system.png 817w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-erp-crm-system-300x207.png 300w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-erp-crm-system-768x531.png 768w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wp-erp-crm-system-232x160.png 232w\" sizes=\"auto, (max-width: 817px) 100vw, 817px\" \/><\/a><\/figure><\/div>\n\n\n<p>WP ERP CRM is a dedicated CRM plugin for WordPress. It brings a full-fledged CRM system to your WordPress dashboard.<\/p>\n\n\n\n<p>The developer also makes systems for human resources and accounting. You can access features for all three systems with WP ERP Pro.<\/p>\n\n\n\n<p><strong>With WP ERP CRM, you can build a list of contacts in WordPress and assign life stages to each. Examples are &#8220;Opportunity,&#8221; &#8220;Lead&#8221;, and &#8220;Customer.&#8221;<\/strong><\/p>\n\n\n\n<p>There are a number of different integrations that enable you to automate contact creation.<\/p>\n\n\n\n<p>You can also add a note to individual contacts, view activity logs and schedule meetings.<\/p>\n\n\n\n<p><strong>The plugin also has built-in task management.<\/strong><\/p>\n\n\n\n<p>Plus, since the HR system allows you to add employees to your WordPress site, you can assign employees to tasks.<\/p>\n\n\n\n<p>Unfortunately, there doesn&#8217;t seem to be a way to automate task creation and management.<\/p>\n\n\n\n<p><strong>Pricing:<\/strong> A decent free version is available. Pricing for the premium version starts at $12.99\/month for one user. This price increases based on the number of additional users and extensions you need.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-04-bitrix24\"><strong>04. <\/strong><a href=\"https:\/\/www.bitrix24.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Bitrix24<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"410\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/bitrix24-crm.png\" alt=\"Bitrix24 CRM\" class=\"wp-image-40728\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/bitrix24-crm.png 624w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/bitrix24-crm-300x197.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure><\/div>\n\n\n<p>Bitrix24 is an online workspace platform for business. It comes with a number of different collaborative tools that make project management a lot easier for you and your team.<\/p>\n\n\n\n<p>This includes a CRM system.<\/p>\n\n\n\n<p><strong>It has lead management, project management, marketing campaigns, landing pages, multiple ways to communicate with clients and more.<\/strong><\/p>\n\n\n\n<p>Bitrix24 integrates with WordPress without the need for a plugin, and without needing to pay extra for an extension.<\/p>\n\n\n\n<p>The platform has embed integrations for its web forms, live chat, and callback widget.<\/p>\n\n\n\n<p>There <em>is<\/em> a free plugin for ecommerce you can use. It imports WooCommerce orders into the platform&#8217;s CRM system.<\/p>\n\n\n\n<p>Developers can also use a self-hosted version of Bitrix24 to access the platform&#8217;s API and webhooks for more integrations.<\/p>\n\n\n\n<p><strong>Pricing:<\/strong> A limited free plan is available. Premium plans start at $49\/month for five users or $468\/year (advertised as $39\/month).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-05-wpforms-addons\"><strong>05. <\/strong><a href=\"https:\/\/www.designbombs.com\/go\/wpforms\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>WPForms Addons<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.designbombs.com\/go\/wpforms\"><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"482\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wpforms.png\" alt=\"WPForms\" class=\"wp-image-40733\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wpforms.png 777w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wpforms-300x186.png 300w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/wpforms-768x476.png 768w\" sizes=\"auto, (max-width: 777px) 100vw, 777px\" \/><\/a><\/figure><\/div>\n\n\n<p>WPForms is a popular WordPress form plugin used by over 5 million websites.<\/p>\n\n\n\n<p><strong>The plugin has addons for HubSpot and Salesforce, two popular CRM solutions.<\/strong><\/p>\n\n\n\n<p>The primary use case for these addons is connecting the lead generation forms you create with WPForms to your CRM system.<\/p>\n\n\n\n<p>Leads who fill out the forms you integrate will be added to your CRM system as new contacts automatically.<\/p>\n\n\n\n<p>What sets WPForms&#8217; integrations apart from other contact form plugins is its use of conditional logic.<\/p>\n\n\n\n<p>Other form plugins offer this feature as well. However, WPForms specifically integrates it with its addons for HubSpot and Salesforce.<\/p>\n\n\n\n<p><strong>With conditional logic, you can control the data that gets sent to your CRM system based on the information leads provide on your forms.<\/strong><\/p>\n\n\n\n<p><strong>Pricing:<\/strong> WPForms has a free version, but these addons are only available with the Elite plan, which costs $599\/year.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-06-zapier\"><strong>06. <\/strong><a href=\"https:\/\/zapier.com\/apps\/wordpress\/integrations\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Zapier<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/zapier-wpforms-hubspot-integration.png\"><img loading=\"lazy\" decoding=\"async\" width=\"719\" height=\"546\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/zapier-wpforms-hubspot-integration.png\" alt=\"Zapier - WPForms &amp; HubSpot Integration\" class=\"wp-image-40734\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/zapier-wpforms-hubspot-integration.png 719w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/zapier-wpforms-hubspot-integration-300x228.png 300w\" sizes=\"auto, (max-width: 719px) 100vw, 719px\" \/><\/a><\/figure><\/div>\n\n\n<p>Zapier is a popular automation tool that integrates with over 4,000 applications.<\/p>\n\n\n\n<p>It allows you to connect two different apps and create a number of different triggers and actions between them.<\/p>\n\n\n\n<p>Each connection you create is called a &#8220;zap.&#8221;<\/p>\n\n\n\n<p><strong>You can use Zapier to integrate WordPress with a number of different CRM systems, including HubSpot, Salesforce, Bitrix24 and Zoho CRM.<\/strong><\/p>\n\n\n\n<p>A popular connection creates a new contact in your CRM whenever a new user is registered on your WordPress site.<\/p>\n\n\n\n<p>You can also create zaps between WordPress form plugins and CRM systems.<\/p>\n\n\n\n<p><strong>Pricing:<\/strong> Zapier is free for up to five zaps and 100 tasks per month. Premium plans start at $29.99\/month or $239.88\/year (advertised as $19.99).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-07-vcita\"><strong>07. <\/strong><a href=\"https:\/\/www.vcita.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>vcita<\/strong><\/a><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/vcita-crm.png\"><img loading=\"lazy\" decoding=\"async\" width=\"719\" height=\"546\" src=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/vcita-crm.png\" alt=\"vcita CRM\" class=\"wp-image-40730\" srcset=\"https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/vcita-crm.png 719w, https:\/\/www.designbombs.com\/wp-content\/uploads\/2022\/06\/vcita-crm-300x228.png 300w\" sizes=\"auto, (max-width: 719px) 100vw, 719px\" \/><\/a><\/figure><\/div>\n\n\n<p>vcita is a business management application for small businesses.<\/p>\n\n\n\n<p><strong>The app has CRM features for client management, lead capturing and lead nurturing.<\/strong><\/p>\n\n\n\n<p>It allows you and your team to collect payments and communicate with clients.<\/p>\n\n\n\n<p>vcita has multiple CRM plugins that integrate the app with your WordPress site.<\/p>\n\n\n\n<p>One allows you to use a form builder that creates new contacts from form submissions.<\/p>\n\n\n\n<p>Another adds calls to action to your website. They encourage customers to book appointments, make payments and share documents.<\/p>\n\n\n\n<p>Speaking of appointment scheduling, vcita has a plugin for that as well.<\/p>\n\n\n\n<p><strong>Pricing:<\/strong> Plans start at $29\/month or $228\/year (advertised as $19\/month).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts-our-top-pick-of-crm-plugins\">Final Thoughts + Our Top Pick of CRM Plugins<\/h2>\n\n\n\n<p>It can be difficult to find CRM plugins for WordPress. This is because there aren&#8217;t many made specifically for the content management system.<\/p>\n\n\n\n<p>Many CRM apps also don&#8217;t offer their own solutions.<\/p>\n\n\n\n<p>This can make deciding on a CRM solution for WordPress quite difficult, especially if you don&#8217;t already use one.<\/p>\n\n\n\n<p><strong>Our top pick is <a href=\"https:\/\/www.designbombs.com\/go\/hubspot-marketing\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot<\/a>.<\/strong><\/p>\n\n\n\n<p>This is because they offer their own WordPress plugin that brings many of the platform&#8217;s best features to your website.<\/p>\n\n\n\n<p>You can use it to create forms that capture leads and add them to the platform&#8217;s CRM system.<\/p>\n\n\n\n<p>It also integrates with a number of different <a href=\"https:\/\/www.designbombs.com\/10-best-contact-form-plugins\/\">contact form plugins for WordPress<\/a>.<\/p>\n\n\n\n<p>Live chat and chatbot functionalities are included as well.<\/p>\n\n\n\n<p>HubSpot even has an automation workflow builder, which you can use with WordPress to create powerful marketing and lead nurturing campaigns.<\/p>\n\n\n\n<p>Lastly, HubSpot is quite affordable as far as CRM applications go.<\/p>\n\n\n\n<p>Otherwise, Zapier is a great workaround solution.<\/p>\n\n\n\n<p>It may not be a CRM system, but it allows you to create automations between WordPress or WordPress plugins and numerous CRM applications at a great price.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you on the lookout for a CRM plugin you can use on your WordPress site? A customer relationship management&#8230;<\/p>\n","protected":false},"author":24,"featured_media":41217,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[32],"tags":[],"class_list":{"0":"post-40727","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-wordpress-plugins","8":"entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.1 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Plugins for WordPress: 7 Best Options to Choose from (2023)<\/title>\n<meta name=\"description\" content=\"There are a variety of different CRM plugins for WordPress. 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