Looking for a way to manage leads and customer relationships on your WordPress website?
A customer relationship management tool, or CRM for short, might be just the ticket. Though there are tons of huge SaaS CRM tools — with Salesforce probably being the most notable example — you can also bring the power of a CRM to your WordPress site with a dedicated WordPress CRM plugin.
That way, you won’t have to learn a new interface and add a whole new tool to your workflow just to manage your relationships with customers.
In this post, I’ve collected five of the best WordPress CRM plugins, all of which offer a free version for you to try (as well as premium versions with more features, in some cases). For each CRM plugin, I’ll share its…
- Key features
- Pricing details
Let’s get started because your customer relationships won’t wait!
Short for WordPress (WP) Enterprise Resource Planning (ERP), WP ERP aims to manage all aspects of your internal and external relationships.
On the external front, you get access to a detailed CRM where you can manage leads and interact with customers. And on the internal front, you get tools for human resources (HR) and accounting. For example, you can manage leave time for your employees.
Because this post is about WordPress CRM plugins, I’ll focus almost entirely on the CRM aspect of WP ERP — but just remember that there’s more to it than that if you like the idea of having those other features.
Again, I’m focusing on just the CRM features, not the employee management or accounting tools.
- Helpful dashboard overview.
- Manage unlimited contacts, complete with life stage management, internal notes, and more.
- Advanced contact search.
- Send emails to contacts right from your WordPress dashboard.
- Activity log to easily log calls, meetings, emails, and texts.
- Separate area to manage B2B (business-to-business) relationships. You can add multiple representatives for a single company.
- Sync with a number of tools to import contacts.
- Add custom fields to collect additional information.
- Set up automated workflows to send emails and create contacts.
WP ERP doesn’t have the largest integration list in the world, but it does offer integrations with several eCommerce, helpdesk, and other tools:
- Help Scout
- Awesome Support
- Gravity Forms
The core WP ERP plugin is free and available at WordPress.org.
Then, you can extend the core plugin’s functionality with premium extensions. You can either purchase individual extensions or a bundle. Individual extensions vary in price, going for anywhere from $39 to $149.
If you go the bundle route, WP ERP offers a dedicated CRM bundle with access to some or all of the CRM-specific premium extensions, depending on the tier you choose:
- Starter – $149 per year – 4 extensions.
- Essential – $399 per year – 9 extensions.
- Business – $599 per year – access to all current and future extensions.
HubSpot is a popular inbound sales and CRM tool. It’s a six-billion-dollar company traded on the New York Stock Exchange, so it’s a little bigger than your average WordPress plugin developer.
But recently, HubSpot has been making a big push to get into the WordPress space, which is to your benefit if you’re looking for a WordPress CRM plugin.
One of the most attractive things about HubSpot has always been that the CRM functionality is 100% free. That carries over to the WordPress plugin, which is also 100% free. More on why a $6 billion company is giving away its tools for free later on.
There are two parts to the puzzle when talking about the HubSpot WordPress plugin.
First, there’s the CRM itself. The CRM is not hosted on your site’s servers, but you can access contacts from inside your WordPress dashboard, so you don’t need to go to HubSpot every time you want to do some work.
As I mentioned above, HubSpot is a $6 billion company, so their CRM has plenty of power to help you manage your customers — you can learn about all the nitty-gritty details here.
This is a post about WordPress CRM plugins, though, so I’m going to focus mainly on what you get in the WordPress plugin beyond the ability to view contact details from your HubSpot CRM.
First, the really neat thing is that HubSpot’s plugin automatically syncs with any existing forms you’re using on your site, even if you created them with a different plugin. HubSpot will automatically add any emails that you collect via those forms to your CRM.
Then, HubSpot’s WordPress plugin also helps you create:
- Forms – If you don’t want to use a separate form plugin, HubSpot gives you a drag-and-drop form builder.
- Popups – Display your forms as popups.
- Live chat – Chat with your visitors via a live chat widget.
- Email marketing – Design and send emails with a drag-and-drop editor. You also get access to simple email automation. For example, you can send an automated email when someone fills out one of your forms.
And of course, all of those features automatically sync with your CRM. For example, if someone contacts you via your new live chat widget, HubSpot automatically adds them to your CRM.
Beyond the neat feature that automatically collects leads from your existing WordPress forms, HubSpot also comes with 200+ integrations.
Because HubSpot is such a big player in the SaaS CRM industry, I don’t think you’ll find a WordPress-specific CRM plugin that comes anywhere close to the integrations that you can get with HubSpot.
In addition to a variety of specific integrations for email marketing, payment, and other services, HubSpot also sports a Zapier integration which lets you connect to any of the apps on Zapier.
So if integrations are what’s important to you, this might be the best CRM plugin for you.
As you learned above, HubSpot’s WordPress plugin and CRM are 100% free.
How is it free? Well, HubSpot basically wants to get you into its ecosystem so that you might eventually purchase one of its paid services for marketing, sales, or customer service. This handy graphic explains the basic gist of it — the core CRM is free, and HubSpot is hoping that one day you’ll want one of those hubs, which are paid services:
If you don’t want those extras? Well, you can just enjoy your free enterprise-grade WordPress CRM.
WP-CRM is a popular free WordPress CRM plugin at WordPress.org. Yes, everything is free — there aren’t any paid versions or add-ons.
It doesn’t have the prettiest interface, instead opting to list your contacts just like any other WordPress post type (e.g. the list of your blog posts in your WordPress dashboard).
But if you don’t need something flashy, it offers helpful user organization, the option to add custom details, front-end forms, and more.
- Manage unlimited contacts.
- Add custom fields to collect additional information about visitors.
- Use advanced filters to find specific contacts, including the option to filter by custom fields that you’ve created.
- Send emails to contacts from your WordPress dashboard.
- Create front-end forms to collect leads, including the custom fields that you’ve created.
- Create custom email notifications to send to users based on triggers that you can specify.
- View charts for data that can be quantified.
- Send group messages to multiple users.
- Track user activity.
- Add internal notes.
WP-CRM integrates with the WP-Invoice plugin from the same developer, but it doesn’t have third-party integrations like the other CRM plugins on this list.
If you need those integrations, you’ll probably want to pick a different CRM plugin.
The core WP-CRM plugin is available for free at WordPress.org.
Then, there’s a single free Group Messages add-on that lets you send messages to multiple users at the same time. You can also use filters to select specific users to send a message to.
This add-on requires you to sign up for an account with the developer to get a license key, but you do not need to pay anything.
UpiCRM is another almost entirely free WordPress CRM plugin. Like WP-CRM, it doesn’t have the most flashy/user-friendly interface, but it can get the job done if you’re looking for a functional free WordPress CRM plugin.
It also has a neat feature that lets you manage the leads from multiple sites, which could be a big attraction if your business uses separate WordPress installs.
- Collect leads from any form plugin, including Gravity Forms, Ninja Forms, Contact Form 7, and others.
- Aggregate leads from multiple servers using built-in master/slave functionality.
- Assign leads to specific users and send notification emails when a new lead comes in.
- Dashboards to show key reports and KPIs.
- Track sources for leads using traffic source or UTM tags.
- Use statuses to organize leads (e.g. “qualified”, “in process”, “closing”, etc.).
- Set up automated actions based on triggers. For example, “change the lead status when it’s assigned to X user”.
Like WP-CRM, UpiCRM doesn’t have much in the integration apartment.
There is one Google Sheets integration add-on that lets you import leads from Google Sheets into UpiCRM.
With Zapier, you could probably create roundabout integrations with other apps by using Zapier to import an app to Google Sheets and then using the integration to pull that data from Google Sheets.
UpiCRM is almost entirely free.
The core free version is available at WordPress.org. You only need to pay if you want the Google Sheets integration add-on, which costs $29.
Zero BS CRM is a popular WordPress CRM plugin that was acquired by Automattic in August 2019. Automattic is the company behind popular WordPress properties such as WordPress.com, WooCommerce, and Jetpack.
While Automattic might rebrand the plugin into something a little tamer, like Jetpack CRM, that can be a big plus because it means that an already-stellar CRM plugin is now going to have the resources of a billion-dollar company behind it.
Zero BS CRM comes as a free core plugin with 30+ premium extensions that help you add more functionality.
The exact future of Zero BS CRM is a bit unclear because we’re not sure what Automattic’s plans are. Zero BS CRM definitely won’t be going away; Automattic wouldn’t have acquired it if that were the case. But we might see the pricing structure change or the plugin’s functionality bundled into Jetpack — it’s really too early to tell.
- Manage unlimited customers.
- Build detailed customer profiles and segment them as needed.
- Create quotes/proposals and invoices. You can also view transactions per customer.
- View sales funnel analytics.
- Offer your own dedicated client portal.
- Integrate with tons of WordPress and SaaS tools.
- Create your own forms (or integrate with some form plugins).
- Send emails directly from Zero BS CRM.
- Dedicated WooCommerce integration to use it as an eCommerce CRM.
- Create your own custom automation sequences.
Zero BS CRM comes with a number of integrations for other WordPress plugins as well as third-party tools. This is not the full list, but it should give you an idea of what you can integrate with Zero BS CRM:
- Email marketing services – Mailchimp, ConvertKit, AWeber, and more.
- WooCommerce – This integration will probably get even tighter since Automattic now owns both WooCommerce and Zero BS CRM.
- Form plugins – Gravity Forms and Contact Form 7.
- Lead generation tools – OptinMonster, Exit Bee, and more.
- Payment systems – Stripe, PayPal, and more (you can pull your customer data from the payment tool).
The core Zero BS CRM plugin is 100% free. The free version is already quite generous with its functionality. Without paying a dime, you’ll be able to manage customers, segment contacts, create quotes and invoices, offer a dedicated client portal, and more.
You’ll only need to pay if you want access to some of all of the premium extensions. To access the extensions, you can either purchase individual extensions or grab a bundle of multiple extensions.
Individual extensions cost $29 to $129 each, depending on the extension, with most extensions falling in the $59-79 range. Full access bundles start at $205 per year for access to all the extensions.
There’s also a cheaper Freelancer bundle that costs $132 per year and gives you access to four extensions: Invoicing Pro, Gravity Forms, PayPal Sync, and Woo Sync.
Which is the Best WordPress CRM Plugin for You?
Now for the important question — how do you pick the best WordPress CRM plugin for your needs? While each tool has its merits, I do have two recommendations that I think make a good place to start.
First, if you want the most flexible, extendable CRM, then I think you should check out the HubSpot All-In-One Marketing plugin. As I mentioned, HubSpot is a billion-dollar company, so solo WordPress developers just can’t compete with the depth of functionality that HubSpot offers.
Of course, if you don’t need all that functionality, then it might be overkill and actually feel a little overwhelming because it is so flexible.
If that’s the case and/or you want a WordPress-specific CRM, I think Zero BS CRM might be your best bet. It does a great job of cutting through the extraneous features to give you exactly what you need, with zero BS (!). Plus, with the Automattic acquisition, it’s a good bet that Zero BS CRM will receive a lot of development attention going forward, though there is a chance of it being rebranded or the pricing changing.
Do you have any questions about how to pick the best WordPress CRM plugin for your needs? Ask away in the comments!