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How To Pick a CRM Plugin for WordPress | User Guide (2023)

How To Pick a CRM Plugin for WordPress | User Guide (2023)

Now we all know WordPress CRM plugins are useful for all small businesses. And so if you are confused about how to decide on getting the best CRM plugin for WordPress for your company, then you are at the right place.

In order to keep your customers happy, you need a lot of information on them, and to manage a lot of information you need tools to solidify your customer relationships. You also need to understand where you stand in terms of reaching your client satisfaction goals. Satisfied customers mean a positive image for your company and better recommendations.

There are many WordPress CRM plugins available in the market. These plugins are specifically designed to help you in making your business more effective. They are very simple to use and easy to install. If you are building a WordPress website or blog for your business, you should consider adding a CRM plugin to it for sure.

With a proper CRM solution, you are able to take even your brick-and-mortar store online. It is important to stay online these days with the immense growth in the usage of the Internet, computer, and phones. CRM is known for being able to store an immense amount of information in one place and retrieve the information you need anytime. In this way CRM allows you to serve your customers on a priority basis.

Why Do You Need A WordPress CRM Plugin For Your Business?

Why do you need crm plugin

A CRM is a customer relationship management software. It is used by businesses to manage customers and their interactions with the company. They can be used in a variety of ways, from lead management to marketing automation. A WordPress CRM plugin is a type of plugin that you install on your website or blog with the purpose of managing your contacts and leads in a CRM format.

CRMs are necessary for any organization that manages customer interactions because they store all of the relevant information about the customer, from birthdate to phone number, in one place that can be accessed by any member of the team from anywhere at any time. These programs are essential for sales teams because they allow them to follow up with leads and find new prospects. CRMs also offer analytics to help salespeople understand how their tactics are working.

More significantly CRM is a great way to keep track of your leads and manage your contacts. But it can be a painful ask when you need to add, edit, or delete information.

A CRM plugin for WordPress will make CRM easy and accessible for you and your team by:

  • Making it easy to add, update, or remove information about leads and contacts
  • Allowing teams to chat with leads without ever leaving the WordPress dashboard
  • Offering an automatic integration with other essential CRM related apps

How to Pick a Best CRM Plugin for WordPress

WordPress powers about 41% of websites today and offers some of the best CRM solutions for businesses. Not only is WordPress CRMs secured, stable, and easy to use, but there are many options to choose from. Not all are great and have all that it takes to make your business more customer-centric. So you need to be careful in your search to find the best CRM plugin for your business.

CRM plugin wordpress

For your CRM to be valuable and customer-focused, you need certain basic and essential features like:

  1. Enriched & User friendly Dashboard
  2. Contact Management & Segmentation
  3. Company or Organization Management
  4. Activity Management & Scheduling
  5. Search Options or Filtering Contacts
  6. Privacy and Security
  7. Mailing Features
  8. Reporting & Insights

Now you know the list of basic features that you need to look for before picking a WordPress CRM plugin for your WordPress. For your convenience, we have compiled a list of the best WordPress CRM plugin features to look for in this post today before getting one.

So let’s briefly get to understand why you need to have them on your checklist of features before getting a CRM plugin for your business.

Enriched & User Friendly Dashboard

An intuitive design is important for you and your staff to work easily. This includes having all the essential tools, search and retrieve features, appearance, navigation, help text, and alignment. An enriched dashboard would give you a birds’ eye view of the whole system.

user-friendly CRM dashboard

Contact Management

It is essential that CRMs should be able to store, track, and retrieve a huge amount of contacts effortlessly. A CRM is essentially the storage of customer information that helps you form, deal and rectify your client affairs. It should also be able to segment your customers based on their interests, behavior, and other information. So you should choose a CRM that performs this basic function comprehensively.

customer contact management

Organization Management

Your CRM should be able to allow you to create profiles for companies and group B2B clients who belong to the same organization. This will save you from disorganization.

create customer profiles

Activity Management & Scheduling

Even if you have a small to medium enterprise, you will probably have several CRM agents handling regular customer dealings, providing sales service, and resolving customer complaints. Therefore, it is necessary that managers be able to assign and schedule tasks for the agents and also see their status and activity on a real-time basis.

Log Different Activities
customer log activity
Assign Tasks To Other People
CRM assign task
Schedule A Meeting Or Call
CRM schedule meeting with customers

Privacy & Security

Since they carry a lot of confidential information, CRMs should be secured to keep the data safe and have enough privacy settings so managers can decide what different levels of staff can access.

Mailing Features

A built-in mail system is vital in CRMs because all businesses require sending newsletters and emails on various topics to their contacts. Moreover, Email is the most popular and effective medium for marketing. It carries great potentials for your business and continues to grow.

CRM mailing features

Search & Filtering options

This one is a must in CRMs because from time to time you will need to search for contact among a thousand others. You would also need to filter contacts by various criteria to be more specific.

Advanced Contact Filtering
Customer search and filter

Reporting & Insights

A CRM must have analytics and reporting features that are illustrative enough for managers to understand even on the go. Easy and illustrated analytics will give you a good summary of your growth of sales data and where you stand in terms of fulfilling customer requests and demands.

CRM sales growth report

Moreover, along with the analytical growth & sales report, a solid CRM plugin should also have comprehensive customer data in the form of a report to better analyze the progress and development of the sale in terms of adjusting the marketing strategy for future campaigns. Whether or not you need to have a separate marketing plan to set up for a particular group of customers can also be determined from this reporting data.

CRM customer report

Any CRM Plugin that Offers All These Above Features?

Well, the answer is YES! Whether you need to manage your human resources, accounting, or customer, there is one WordPress plugin that can certainly keep you ahead in the game. Yes, we are talking about WP ERP, a revolution in the WordPress ERP management system that is here to make your business management process smoother than ever. This plugin comes with three unique yet distinct powerful modules to manage your HR, CR, and Accounting separately.

WordPress CRM plugin

The CRM module of WP ERP is a WordPress-powered plugin module that lets you maintain an organized and smooth workflow of your interaction with customers and jumpstart your business.

It is empowered with all the features elaborated above in this post today. With WP ERP’s FREE CRM, you easily get to follow a step-by-step process. From fresh leads to a conversion, to handling company representatives, it allows you to manage content and support essentials painlessly.

This module also gets some exceptional CRM extensions as add-ons that enhance the complete functionalities of the on-site customer management system within the company. Currently, 10000+ active businesses using this comprehensive solution worldwide and have a near to 5-star rating overall everywhere.

Make Your Customer Management Effortless Picking the Right CRM Plugin

You can prepare for follow-ups easily – get email alerts, schedule meetings, keep notes, check how your team is performing with individual activity logging. You can also create customer groups and transfer customers to higher personnel when required.

WP ERP supports 44 currencies and has a powerful contact management system with multiple listing types, such as subscribers, leads, opportunities, and customers. Users are able to add notes, create agents, schedule meetings, calls, SMS, emails, create and assign tasks.

With company profiles, you can manage multiple representatives of a B2B organization to communicate with and follow up. Moreover, with the CRM add-ons, your business life cycle becomes even easier.

What other essential features do you think we should look for before choosing a CRM plugin? If we have missed any then do let us know or simply share your feedback about the list of features with us in the comments below.

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