Webnus

Jul 17, 2020

12 min read

Best WordPress CRM Plugins 2020

5 Best WordPress CRM Plugins 2020

Best WordPress CRM Plugins 2020

HubSpot’s All-in-One CRM Plugin

HubSpot’s All-in-One CRM Plugin
  • Building up pop-ups, embedded forms, and banners.
  • Stocking up chats, without the need of a button-push, into the CRM using “Live Chat” or through chatbots. This comes in handy, especially in personalizing conversations at different levels.
  • The HubSpot plugin searches the web to fill in the gaps in a contact’s criteria and enrich the data. Through this helpful built-in analytical feature, some safe information like a person’s job or social links gets added to their profile.

WP Fusion

WP Fusion
  • Synchronizing of all data in CRM with CMS (WordPress) data.
  • Utilizes tags from user’s CRM to create hassle-free membership websites.
  • Simplifying the integration with LMS systems (Learning Management System) such as LearnDash and LifterMS
  • Tracking of the level of media engagement, and student progress
  • Gives users access to content with CRM tags

DX Sales CRM

DX Sales CRM
  • Locating information of customers
  • Offering a primary spot for the user’s contacts and leads
  • Building up progress reports from scratch even in times when it detects that they are going to be closed
  • A super flexible and natural interface which spares users from spending enormous amounts of time learning the plugin
  • The power to effortlessly assemble customer database.

vCita CRM Plugin

vCita CRM Plugin
  • By adding a “schedule button” to display on the WP website, users can present the customers with services, fees, locations, or staff member information. Further on, customers can set up an appointment or book a service from the website.
  • vCita helps users by displaying up-to-date staff availability and synchronizing existing calendar data.
  • Online payment forms are another feature of vCita that grants users the ability to quickly navigate customers to the billing page with speedy elements, which enables them to finish the payment in a matter of seconds.
  • An online invoice template for companies or individual freelancers to document and send their bills via email or other channels.
  • A free HTML contact builder awaits vCita users. An unbelievably easy-to-run, drag-and-drop form builder tool to aid users in lashing on leads and keeping track of them.
  • A specialized contact manager to track clients, appointments, and communications.
  • The Lead-capturing call-to-actions help users catch more leads, greet visitors and invite them to perform an action, and reorganize customers on the website.

UkuuPeople

UkuuPeople
  • Automatically collecting details and interactions
  • Viewing upcoming events and schedules
  • Variety of popular bundles for single-minded or multi-purposed websites
  • Keeping up and sharing communicational activities and contact details
  • Extremely close and secure email list building integrations

Groundhogg — Marketing Automation & CRM

Groundhogg — Marketing Automation & CRM
  • Gathering unlimited customer data
  • Clients relying on completely self-sustained plugins (all the data belongs to the client).
  • Integration with WordPress plugins such as WooCommerce, Gravity Forms, LifterLMS, and many more.
  • Rise of membership retention rates
  • Automating the customer adventure
  • Profiling subscribers
  • · Improving E-commerce sales

UpiCRM

UpiCRM
  • Enabling teamwork and collaboration; by guiding leads to specific marketing, sales, and executive teams, UpiCRM takes the concept of teamwork into the next level.
  • Tracking leads and sourcing them up through the closing process.
  • Dashboards and KPIs; inform the client on their current funnel and predictions through its professional yet aesthetic dashboard menu.
  • The ability to trace traffic sources for leads, including custom UTM parameters
  • Providing a multi-server environment, UpiCRM can be manipulated to act as an aggregator of leads from multiple destinations.

WordPress Leads

WordPress Leads
  • Sync leads with third parties like Zoho
  • Easily view, search, or even modify leads (contacts)
  • Gather demographic data
  • Learn about referral traffic
  • Keep tabs on pages your leads visit
  • Integrate with more than 36 CRM providers
  • Integrate with more than 39 email service providers
  • Enjoy a geolocation service that collects additional information

WP-CRM

WP-CRM
  • Invoice feature for those who want to get paid instantly
  • Campaign management, from start to the end
  • Developer friendly — Experts with a knack for coding can customize this plugin, with the utmost ease.
  • Transparent pricing — With no per-user costs or limitations, the WP-CRM team goes way beyond ordinary limits so you won’t have to nickel-and-dime every time you add a new contact.
  • Reporting at a glance — You never have to wonder how your business is performing. See upcoming deadlines or due dates, and get a big picture overview of all your projects with our built-in reporting.

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