So let’s dive in and discover the options available to you.

Top 5 Customer Relationship Management Plugins for WordPress

HubSpot CRM

HubSpot CRM can be a favored option for businesses regardless of size. Marketing professionals such as sales leaders and customer service teams as well as operations managers and entrepreneurs can make use of it.

It aids in turning leads into profitable sales by using key features such as prospect tracking, email tracking, and the possibility of live chat. It helps the sales staff by reducing time and also reducing friction in the selling process.

Key features are

• Make use of this attractive dashboard to get the latest company Insights.
• Improves the efficiency of sales by automating pipeline management, as well as appointment scheduling tasks.
• Customize reports and fields that are tailored to your specific business needs.
• Your business can create personalized email marketing campaigns and monitor their performance using precise analytics.
• Control customer support inquiries and monitor customer interactions across various channels, including phone, email, and social media.

Agile CRM

Agile CRM is yet another effective tool designed specifically for small and mid-sized companies. It's a cloud-based program that helps streamline your workflows by integrating sales marketing, service as well as social media, and other avenues for engagement.

Key features-

Control customer contact and save the relevant data in a central database.

Automate marketing campaigns such as the use of social media for marketing as well as lead nurture.

The sales process is made easier by automating processes such as the scoring of leads, assigning, and reminders for follow-up.

Handle customer support requests and monitor customer interactions through different channels, such as telephone, email, and social media.

It provides a mobile application that allows companies to get customer information and monitor their marketing and sales activities.

WP-CRM System

WP-CRM System is an easy and easy-to-use WordPress CRM Plugin ideal for small-scale companies and freelancers. It helps you manage contacts, monitor interactions with customers, and even create custom fields. It also allows you to create reports and monitor the performance of your team.

Key features-

• Allow businesses to manage customer contact and monitor every interaction.
• Allow businesses to design custom fields to collect unique customer data, like the interests of a particular product or industry.
• Monitor and manage leads for the organization by monitoring their interactions, grading their willingness to purchase, and assigning them to sales reps.
• The sales process is simplified by automating pipeline management, as well as appointment scheduling tasks.
• Allow integration with a variety of third-party software, including automated marketing tools, customer service, and e-commerce platforms to offer a complete solution for companies.

Jetpack CRM

Jetpack CRM acts as an invoice plugin that works with WordPress. It assists businesses in keeping track of their information in a sequence creating proposals, giving them to customers in the form of quotes, creating and sending invoices to customers, and more.

Jetpack CRM lets you receive payment through the client portal generate leads, handle business transactions, monitor orders, and seamlessly transfer payments.

Key features

• Allows you to make leads and manage them as well as customers, contacts, and leads.
• Utilizing "quote builder", develop and submit amazing online proposals to your customers.
• Make use of attractive features like "invoice builder" to speed up your billing process and receive your payment online.
• Automated transaction management is a must for transactions that record refunds and payments to customers.
• Let your clients gain information about their proposals, invoices, and documents on your site's personal client portal.
• Plan and manage your tasks in a calendar with respect to the contacts and businesses.

Bit Integration

Integration is the only WordPress plugin available in WordPress CRM that can connect the 160+ most popular platforms to your site. It's among WordPress CRM's most intuitive plugins and does not require prior knowledge of technology. It allows users to take control over and handle their website's data on a variety of levels by choosing desired plugins.

Key Features

• Allow users to work in multiple ways through the development of multiple integrations within one plugin.
• Enjoy the amazing feature of drag-and-drop form builders that lets you build custom forms that can be used to interact with your clients.
• Utilize customized links to connect with your guests via their favorite Facebook Messenger, WhatsApp, Telegram, Viber, etc.
• Manage your files using "Bit File Manager", which lets you upload files, delete, copy transfer archives, rename, and even extract files.
• Test and review your webhooks' incoming and outgoing connections at no cost.

WP ERP

The WP ERP plugin is an integrated ERP (Enterprise Resource Planning) plugin that works with WordPress. It offers features such as managing HR accounting and CRM. This software is ideal for businesses that manage multiple departments and workflows on one platform.

Key features-

• Instant access to the complete employee profile including promotions, requests for leave as well as performance logs, increments, and more.
• It's a WordPress plugin for managing employees, offering options like privacy control for multiple users as well as a web-based human resource system that is a free accounting and Human Resource module.
• Additional extensions are available to provide specific functions to the base plugin, like Custom field builders, document managers, and payroll management, among others.
• A simple-to-use dashboard that is designed to present a comprehensive picture of your employee's performance at a glance.
• You can add private notes for recognizing accomplishments, make it easier for department and designation management, as well as access to leave management, and much more.