CRM plugins compared

Best CRM Plugins For WordPress Compared- An In-depth Analysis

The idea behind implementing a CRM system is to be able to learn more from the interaction with your customers. And so, therefore, CRM plugins for WordPress plays an important role in making the customer relationship management process more automated than ever.

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” -Bill Gates

When it comes to building your customer relationship, then the need for a CRM system automation is inevitable. And in order to get your CRM system automated, you will need CRM plugins that does exactly what it promises.

Over the years there came a number of powerful CRM plugins for WordPress. And for the people who are looking to boost their business automating their customer relationship management, here we have listed some of the best and popular CRM plugins for WordPress that has made quite a buzz in the WordPress fraternity.

But before going into the comparison, let's find out why is it important for you have CRM Plugins in your company.

What Is The Use And Purpose Of Having CRM Plugins?

The sole purpose of a CRM plugin is to have better understanding and interaction with customers. CRM plugin can help your business to grow. As with the help of CRM plugins, you can very easily turn a lead into a potential buyer.

As far as your business is concerned, the main goal of it is to get an improved number of sales regularly. CRM plugins help you maintain a better relationship with your customers resulting in an increase in sales. It also enables you to manage customer database at one place.

Moreover, you are able to use the CRM plugins as a tool for effective communication with your customer. Not just for communication purpose an effective CRM lets you keep track of every interaction with your customers. It provides you with the facility to record email details, contact details, any previous interaction, order and sales history (Online E-Commerce) and many customer related details as well.

Note: If you are thinking about implementing a CRM system for the first time in your company then you should consider these tips before getting started to maximize results.

Features & Functions That Makes A CRM Plugin Standout

  • User-Friendly User Interface
  • Email Communication Feature
  • Activity Tracking Ability
  • Interactive Dashboard
  • Contact Filtration & Segmentation
  • Searching Options
  • Complete Customer Contact Management
  • Solid Security & Privacy Protection
  • Reporting and Perspicacity
  • Task Management & Scheduling Feature
  • Total Company Management

Top CRM Plugins For WordPress Compared

CRMs are mainly judged on the basis of user-friendliness, communicating features, advanced searching and filtering options, security features, contact management abilities, activity tracking of customers/leads, and overall company management etc.

So here are some of the top CRM plugins discussed that consist of the features and functionalities mentioned above. Let's check it out and pick the best one that suits your company's customer management specifications.

WP ERP

WP ERP is definitely one of the most feature-rich, free and open source business management tool for WordPress right now. Its 8000+ active installations already prove its quality, stability and reliability that it holds among the users currently. The plugin comes with three separate module including HRM, CRM and Accounting. All its three modules are surprisingly fast and elegantly stores the contacts, and helps you convert the leads into your paying customers in a quick time.

It is also known to be one of the most cost-effective yet powerful CRM solution plugins available for WordPress. It consists of a number of useful features that covers all the important sectors of managing your HRM, CRM and Accounting needs. Due to its user-friendliness and unique attributes, it has slowly made its way to the top and it certainly has the potential of going a long way leaving behind all its contemporaries.

Key Highlights & Features

  • View contact with customer life state
  • Log the interaction details of every customer
  • Easy task assigning to team members
  • Get to maintain a personalized approach with each customer
  • Integrate with a number of powerful extensions
  • Use the CRM module to directly schedule meeting/call
  • Advanced contacts filtration using attribute related keyword

Active Installations: 8000+

Average User Ratings: 4.5/5*

Verdicts: With over 7000+ business actively using WP ERP, its main USP is its ease of use and the ability to handle most CRM related task with utmost freedom & effectivity. The plugin has a comprehensive demo site, where a user can test out most of its interactive features before investing their money in it. But there is definitely some improvement scope in its demo site and its dashboard features but other than that it seems like a complete professional CRM plugin for all kinds of users.

CRM: Contact Management Simplified – UkuuPeople

UkuuPeople Banner Image

Probably one of the most easy-to-use CRM plugin for WordPress. It makes the CRM system usability easier than ever. Many people might find a CRM system to be a complicated thing to handle, but it is not the case while using UkuuPeople. As it has already created an impression of being one of the simpler CRM plugins in your WordPress site.

The customer management process is made incredibly easy as you will be able to get all the contact list under one platform. Not to mention its ability to keep track of every singe interactions with your customers. It has a comprehensive demo site from which you can test their plugin by creating and enabling a number of its functions & features like creating client account page, customer contacts, selling a product, creating a donation page, constructing an email list etc. This will certainly give you a better idea of this CRM plugin before investing your money in it.

Key Highlights & Features

  • Automatic data collection from frontend forms
  • Dashboard display of various payments information
  • Assigning and scheduling the individual task to a team member
  • Building a complete email list
  • Manage your HR management
  • Quick overview option of upcoming schedules

Active Installations: 1000+

Average User Ratings: 5/5*

Verdicts: Ukuu People CRM plugins seem to be a plugin for all type of users and with its good user ratings, it already proves that the users are enjoying using this plugin for managing their customers in a positive way. But the plugin also has its lackings in customization and validation that needs to be addressed in order to maintain its popularity.

Zero BS WordPress CRM

Zero BS WordPress CRM banner image

When it comes to managing your customer effectively, this CRM plugin lives up to its promises quite well. Zero BS WordPress CRM is designed to provide an interactive approach that can very easily turn your leads into a customer. It offers a new B2B mode by which you can add companies and manage them effortlessly.

This free CRM plugin is quite fast and relatively easy to use with mobile devices. It has an in-built quote builder and it can analyse the cause of more sales in a company profoundly to help you maintain it more sincerely. It is also known as multifunctional CRM plugins that allow you to connect with the leads to convert them into customers.

Key Highlights & Features

  • Mobile-Friendly
  • Get to add custom fields to acquire customer details
  • Manage your customer contacts, transactions etc.
  • Built-in quotes and invoice builder
  • Quick installation process time
  • Easy to operate extensions manager

Active Installations: 1000+

Average User Ratings: 4.5/5*

Verdicts: Being a relatively new plugin, this has come a long way, from getting an interactive dashboard to making it user-friendly, Zero BS has most of the useful things covered that an effective CRM plugin needs to have. Having said that, it does have some scope of improvement in terms of its usabilities & functionalities.

WordPress Leads

WP Leads Banner Image

This is another innovative CRM plugin that established its name surrounding quality and versatility. With over 8000+ active install it leaves no doubt on anyone's mind that it is indeed one of the popular and widely used CRM plugins for WordPress. The plugin provides you with the ultimate freedom and control over the leads and potential customers based on demographical data and user's search result history.

It is also a free plugin that collects the submitted data automatically in order to help you retarget them categorically for future. If there are any, then you will able to synchronize this plugin with third-party CRM. Conveniently enough, collect your lead and contact data to manage them without any trouble to improve the number of conversion for your company.

Key Highlights & Features

  • Easy lead management by integrating a number of CRM providers
  • User-friendly due to its built-in visual form builder
  • Lead management via easy search, view and modification of contact info
  • Seamless Integration with a number of useful extensions
  • Gain valuable lead by tracking the activity of visitors to your site
  • Geolocations assistance to get added information about leads

Active Installations: 8000+

Average User Ratings: 3.5/5*

Verdicts: This plugin has the highest number of active installs but its user ratings have dropped significantly over the years. With many other good CRM plugins pouring in, WP Leads will probably need to improve themselves to hold their position in the WordPress market.

WP CRM

WP CRM Banner Image

This plugin is well known for its awesome editing, filtering and customer organizing ability. When you need to enhance your task management that includes your customers, then this is a plugin you can look into. It improves the user management process allowing you to create contact forms easily keeping track of all the interactions with the customers.

The plugin also enables you to generate custom fields to collect custom data. Using these custom forms, you will be able to better analyse the customer contact information including a feature where you can filter the form to sort the customers based on the attributes that you have included. Not to mention, you can add several useful functionalities with WP CRM's paid extensions.

Key Highlights & Features

  • Representation of data with attributes via dynamic charts
  • Top grade user task organizing, editing and filtering option
  • Customer and lead activity tracking
  • Easy notification management as per your needs
  • Option to add new customer data attributes hassle-free
  • Front-end contact form facility

Active Installations: 4000+

Average User Ratings: 4/5*

Verdicts: Being a free plugin it does its job, but there are a number of useful features that need to be included to add more value to the plugin. It does have the potential to become one of the better CRM plugins but for that, it would need to look into adding functionalities that would keep the user enticed in using it for a longer period of time.

UPI CRM

UPI CRM Banner Image

It is a relatively new CRM plugin with just over 2000+ active install. But the plugin doesn't fall behind in features to manage your customer contact in an organizing manner. UPI CRM is easy to install & operate. It does its job of capturing leads to manage them professionally quite well. The plugin provides you with detailed insights of the user activity on your website.

The plugin is ideally designed for effective marketing, analysing and tracking the leads and potential customers. Its contact management system allows you to generate leads, organize the group contacts, send emails and much more. Not just generating the leads, it also maintains a complete life cycle of each lead and customer. Quite a handy plugin to work with indeed.

Key Highlights & Features

  • Easy to set up & operate
  • Complete lifecycle management option of customers
  • Enhances teamwork and collaboration with precise task management feature
  • Monitoring and tracking the activity of potential leads & customers
  • Easy setting of advanced user/roles hierarchies

Active Installations: 2000+

Average User Ratings: 4.5/5*

Verdicts: It plays a proper role of a marketing tool and generates leads as it promises but the plugin needs to work on its customization, dashboard and segmentation that would certainly get the user interested in using it more often than not. Being a new plugin it does get a moderate mark on getting a good user-experience rating.

How These CRM Plugins Stands Out Against Each Other

Let's find out how the features of all the above CRM plugins evaluated compare to each other.

Comparison Chart of CRM plugins

From the comparison chart above, some people might yet find it difficult to pick the best CRM plugins for them, as each of the CRM plugins discussed above offers several good features and functionalities that can efficiently manage customers and play an important role in boosting the sales of a company.

Pick The Right CRM Plugins To Supercharge Your Business Today

It is true that if your company is based on an online selling business, then choosing the right CRM plugin can surely thrive your business forward to a great deal. So if you are still confused about getting yourself a suitable CRM plugin then it is high time you start using the above mentioned CRM plugins one by one and identify the one that best meets your requirements

But from a personal perspective after using all the plugins above at least two of it seemed to have all the basic and necessary features to handle your customer more professionally than others. Though it is entirely a personal opinion and others might disagree.

So it is suggested that you use all of these profound CRM plugins and then decide yourself based on the one that best suits the framework and mode of customer management program in your company.

Leave a reply if you have anything to share with us regarding your experience with CRM plugins.

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