If you do not have your customer information organized, not only you will lack in communication but also lose almost all the possibilities of business expansion.

Yes, business is luck, but just luck will not bring you grace. You need to be up to date with the established and tested approaches of modern day customer focused business techniques.

A happier customer means better reputation, more recommendations, and more sales. We all know that, don’t we? But how do you manage all that from the customers online? Or, even if you are a brick-and-mortar store, you need to stay online these days.

So, when you think of providing better service to your customers, you need more information. With more information, you need tools to manage it and use it for evaluating how you are performing and what more you can do to reach your goal.

This is where CRM (Customer Relationship Management) tools come in.

What Does CRM Help You Achieve?

Basically, a CRM system helps to balance the relationship between your business and your customers. You may need insights and better understandings of your customers’ behavior and it can be achieved using a CRM.

You get the ability to store thousands of customer information in a single place. Most importantly, you can retrieve this information anytime you want so that you can provide priority services to your customers.

The Flourishing World of WordPress Based CRM

Nowadays a CRM system has become a must for any prospering business. There are many hosted solutions available in the market, but they are very costly. You may know that about 27% of the world’s websites are powered by WordPress.

As a result, people who are using WordPress look for plugins that can be used as a CRM system.

If you are using WordPress, here’s some good news! You can use your website as a CRM system and increase the sales of your business dramatically!

There are many plugins that provides CRM capabilities to your website. Before naming the best CRM plugins available WordPress, we should identify the core features that are a must for CRM systems.

Core and Useful Features of a CRM System

Now, let us talk about the most important features and functionalities of a CRM. By going through and critically evaluating these features, it will be possible to determine the best WordPress CRM plugins available for download.

You may ask- why these are important?

A sound and powerful system focusing on customers (contacts) only, am I right? Let me clear things up for you.

i. UI and UX

At first we have UI and UX. Both of them are very important for any system. If the CRM is not user friendly, then there is no way you can call it the best CRM system for WordPress. The appearance, help text, alignment and also the navigation is very important when you are trying to provide a sound system.

ii. Contacts Management

Customer or organization management is the most important part of a CRM as the system is all about managing the contact information. When you can get required information in a flash, you can easily provide better service to your customer. You quick response may give an additional sale.

iii. Activity Management & Scheduling

In a CRM system, there are CRM agents who provides sales service to the customers. They require activity management and scheduling so that they can get notified when priority comes. Besides that, assigning agents to different tasks or activities is very important.

iv. Search and Filtering Options

While you are dealing with a large customer base, you often need to search people from a list containing thousands of contacts. You may also require filtering options to identify specific people so that you can provide specific services.

v. Enriched Dashboard with Useful Insights

A dashboard gives you a bird’s eye view of the whole system. This is an essential feature for managers as they need to get insights for taking decisions frequently.

vi. Privacy and Security

Another important thing about a system is the privacy and security. CRM systems should have proper validation, privacy to keep information available for certain people and also security to ensure data protection.

vii. Email & Other Communication Systems

When you are trying to manage your contacts, you need to send them emails. Thus, CRM systems should have built-in email system. Besides that, having other means of communication such as commenting, discussion and SMS is also a plus point.

viii. Reporting

The most important feature that helps managers to take proper decision is the reporting. A CRM must have analytics and reporting features so that they can be used on the go.

Best WordPress CRM Plugins for 2026

1. WP ERP

WP ERP is the first complete ERP system for WordPress. WP ERP comes with three powerful modules- CRM, HRM and Accounting. The best part is- it is completely free! It has more than 7000 active installs and a perfect 4.4 rating.

We will focus on the CRM module only for this review. This module has no limit at all, you can create as many contacts, organizations and entries as you want. It also has an enriched dashboard which gives you a bird’s eye view of your CRM system.

WP ERP supports 44 currencies. It has a powerful contact management system with multiple listing types. The contact life state segments your contact intro four important types such as subscribers, leads, opportunities and customers. You can also create organizations as contacts.

With this CRM system, you get the ability to add notes for each of your contacts and also define access permissions. You can create CRM agents who can manage the CRM system for you.

You can create group contacts to send emails. WP ERP has built-in email communication system and notifications. You can create tasks and assign tasks to your agents. Besides that scheduling meetings, email, call and SMS is also possible using this CRM system.

2. WP-CRM System

Another new CRM plugin for WordPress and it comes with different useful features. Using this plugin, you can manage your projects, tasks and most importantly your contacts. WP-CRM System has only 400+ active installs and 3.6 stars rating.

This straightforward and very easy to use CRM offers easy contact and project management. You can segment your contacts and opportunities. Besides that, you can break down your projects into tasks and create campaigns. The email and reporting feature also there.

WP-CRM System has clear dashboard with a very simple overview. It contains organized block section for each of the options, but not visually appealing at all.

3. PressPoint CRM

PressPoint CRM is a premium plugin for WordPress and it costs $550/year. There is no free version and WordPress repository available for this plugin.

This CRM solution contains impressive features and functionalities. It offers built-in email, contact management, individual profiles, e-commerce, events, custom forms and opportunity management.

The best part of this fully paid plugin is the reporting feature. It can generate very strong reports. The User Interface is also very good. It gives a enterprise solution like feel when you are using the system.

Using PressPoint CRM, you can restrict contents, generate map and manage directories. Basically, if you are an advanced WordPress user, you can make the best out of this plugin.

Reviews

We have identified the most important features of a CRM system and also the best CRM plugins available on the market. Now, we shall narrow things down by critical evaluation and justification.

Matching features with the CRM Systems

Feature	WP-CRM Systems	PressPoint	WP ERP
User Interface & Experience	✓	✓	✓
Contact Management	✓	✓	✓
Company or Organization Management	✓	✓	✓
Activity Management	✓	✗	✓
Schedules	✓	✗	✓
Enriched Dashboard	✓	✗	✓
Filtering & Searching	✗	✓	✓
Strong Validation	✗	✓	✓
Privacy and Security	✓	✓	✓
Contact Segmentation	✓	✗	✓
Task Management	✓	✗	✓
Email and Communication	✓	✓	✓
Reporting & Insights	✓	✓	✓
Customizatio✗	✗	✗	✓
Frontend Forms	✗	✓	✗
Auto Export and Import	✗	✓	✓
Product update	✓	1 year	✓
Support	✓	1 year	✓
Premium Add-ons	✓	✓	✓
Price	FREE	$550	FREE

Final Thoughts

The review may seem suspicious to you, but we can assure you that, if you use all these plugins at the same time, you may see the differences in features.

From the above scores, we can come to an conclusion that all five CRM’s are unique in their own ways. They all serve the purpose to be a good CRM plugin for your business.

The thing is- we need to consider several factors while we tend to choose a system for our business. We need to depend on the system and that is why that system needs to have all the features and also well organized.

So, make your own decision and find out the best CRM plugin. Our review is only to show you the features and functionalities that you may need to give your customers a better service. From this review, you can either choose the best suitable one for your business as well as find out which one serves the purpose properly for you.

We would request you to give your opinion on the comments and also share your story of choosing the best CRM plugin for WordPress.