WordPress Client Management Plugin: Which One Fits Your Business the Best

Find the perfect WordPress Client management plugin for your business! You are no doubt aware of how important it is to have a client management software. But, now you are probably wondering which one fits your needs the best.

WordPress Client Management Plugin: Which One Fits Your Business the Best

Find the perfect WordPress Client management plugin for your business! You are no doubt aware of how important it is to have client management software.

But, now you are probably wondering which one fits your needs the best. It is not always an easy decision because different businesses require varying levels of functionality and integrations.

If you find yourself in this position, then read on! We will discuss some of the most popular options available today and help you decide which one is right for you.

1. WP ERP CRM

WP ERP CRM is extremely easy to use and has many features that make it a great choice for businesses of all sizes.

It also provides you with integration options such as MailChimp, PayPal, Authorize.net, and WooCommerce among others so that your business can grow without any problems like compatibility.

This WordPress CRM plugin is made up of different modules, one for their CRM functionality and the other for the HRM and Accounting solutions.

They don’t have any limits on anything, so you can create as many entries as you want in all the modules.

WP ERP is free to use but it offers a premium version that comes with additional features such as invoices, reports, and task management.

WP ERP CRM has also received a lot of praise from users who have been using it for quite some time now and they are very satisfied with its performance.

It includes features like advanced search, reports, and dashboards which make managing your business easy as well!

Key features

  • Impressive notification emails are sent to both clients and admins with several templates to choose from.
  • You can create a full company profile with white labeling.
  • An HR manager is packed into the WP ERP plugin, providing you with features for managing locations and handling employee benefits as well as sharing company-wide announcements.
  • The client management works perfectly in the CRM, offering options such as a customer lifecycle that can be handled and contact groups to make.

2. WordPress CRM Plugin

The WordPress CRM Plugin completely affords a CRM that is right in your WordPress dashboard. It’s free to download and use on your site, with the option to expand with paid addons like Zapier, WooCommerce, and Invoicing extensions.

With the standard, core plugin, you can store an unlimited number of contacts in your database.

The plugin has tools for managing projects, client workflows and offers features like a contact manager or lead generation capabilities that are ideal for any business no matter its size.

This WordPress CRM can be used by both beginners as well as experienced users looking to expand their toolset.

Key Features

  • The WordPress CRM plugin is designed to make contact management easy for users.
  • You can set up projects quickly and easily, without needing any other tools or extensions.
  • Your storage space requirements are unlimited with the WP CRM plugin!
  • Not all clients have access to this data so you don’t need to worry about sharing your information with anyone else.
  • The WordPress CRM plugin is an affordable option for any sized business and has a low learning curve to help new users get started quickly.
  • You’re able to set up custom workflows, forms, reports, and dashboards that will make client management easier than ever before!

3. WordPress Leads

WordPress Leads is a great plugin for advanced user tracking and management. Offering its users customizable pop-ups, forms, reports, contact lists, and more;

WordPress Leads is an excellent choice when looking to grow your business while maintaining client relationships.

With the WP Leads Plugin, you can create custom fields that will be captured within each entry. You can sort leads by language or location, allowing you to narrow down your list of potential clients even further!

The WordPress Leads plugin is a great choice for companies who want to build up their contact lists and increase conversions through the use of lead generation tools.

Key Features

  • The plugin allows you to create custom fields that are tracked with each entry.
  • Custom leads forms can be created and used on any page or post, allowing for seamless integration into your website without interrupting the flow of conversation.
  • You’re able to sort leads based on their language or location so you have an easier time managing contacts.
  • The WordPress Leads plugin is an excellent choice for companies that need a more customizable CRM.

4. Bitrix24

Bitrix24 CRM tool is an integration specifically designed for WordPress. It’s able to store contacts in your WordPress user database and you can add new ones manually or capture them automatically through a lead generation form on your website.

If you feel uncomfortable about prospects and customers being designated as users, you may rest easier knowing that it is possible to specify the default role they are assigned.

Its advanced options let you designate which fields are required and you can conveniently edit forms through your WordPress admin.

The CRM is fully customizable, allowing users to see the data they need when they want it by using a variety of reports that include sales funnel tracking, pipeline analytics, and more.

Key Features

  • It offers easy-to-use contact forms that you can quickly create on your website.
  • The CRM integrates seamlessly with other extensions for increasing your company’s productivity and efficiency.
  • You can set up custom workflows, dashboards, reports, and more!
  • Powerful lead generation tools are built right into WordPress so you don’t need to worry about extra plugins.
  • Bitrix24 is a great choice for businesses that want to increase their productivity through the use of CRM tools while using WordPress as its base platform.

5. UPi CRM

UPi CRM is an easier way to collect data from your website. You can easily integrate web forms as we Forms, WP Forms, Contact Forms to UPI CRM.

You will get all your lead data stored in one place and you don’t need any other tool or extension for collecting it.

The plugin also allows adding comments to each entry so that you can measure the effectiveness of your marketing campaigns.

You can also see where the lead came from and which UTM source & campaign it used for coming to you. This will help you in understanding if any campaign is working or not on a particular page of your website.

Key Features

  • It tracks leads and sources up until the closing process.
  • You can quickly assign leads to any member of your team with an automated or manual process.
  • The plugin has beautiful dashboards and KPIs so you don’t need as many reports anymore!
  • It allows for centralized management of all contacts in one place, giving you control from within WordPress itself.
  • UPi CRM is great for companies that want to improve their marketing campaigns and increase conversions.

6. Presspoint CRM

Press point CRM allows you to group your customer data emphasizing the customer profile and activity they have made on your site. Unlike other CRM Softwares, it also eases the process of handling customers.

You can choose the right group of people by customizing their interests and other sectors who will be interested in your next campaign and you can catch them up easily. And that’s not all, you can track the campaign result too.

The diversified functionalities will help you to manage customers more efficiently and effectively.

Key Features

  • It is a premium plugin marketed directly through the developer’s website.
  • It has a user-friendly dashboard that lets you keep track of everything in one place.
  • You don’t need to install any other plugin or extension for this because it works perfectly with native WordPress features like contact forms, widgets etcetera.
  • Press point CRM is an excellent choice for companies that want to customize their CRM according to their needs.

7. Zero BS CRM

Zero BS CRM is another self-hosted CRM in the WordPress platform. This plugin lets you create custom forms and enables other features like a new customer will be added when a stripe payment is received, creating a new Trello card when adding customers, etc.

You can choose from three different types of fields for your form: text boxes, radio buttons, checkboxes, and select lists. This plugin also allows you to connect with tools like Zapier for automating processes between different applications!

Key Features

  • It is easy to install on your website.
  • The CRM has a good UI that makes it user-friendly for beginners.
  • Zero BS CRM is a great plugin for companies that want an easy-to-use and simple CRM platform on their WordPress site where they can manage all customer activities from one place.

8. WP Customer Relationship Manager

WP Customer Relationship Manager is a free plugin that tracks all customer activities to help you understand your customers better. You can create custom fields for each customer to store any type of data.

You can later analyze the collected data using its rich reporting feature so that you can use the information only when necessary.

Key Features

  • It has a full-featured user interface with which you can do almost everything on one screen!
  • The plugin is user-friendly and allows you to manage contacts easily without leaving your WordPress dashboard.
  • It uses native WordPress features to track activities like contact forms, widgets etcetera.
  • WP Customer Relation Manager is great for companies that don’t have very sophisticated requirements but want an easy way to manage their customers in WordPress.

9. WP Frontend CRM

WP Frontend CRM is an expensive plugin that can make your life easier if you are serious about managing customers in the WordPress platform.

It creates custom fields for each customer to store any data especially when you get payments through gateways like Stripe or PayPal. You can later use the information only when necessary, thanks to its rich reporting feature!

Key Features

  • It has a very user-friendly interface with all features on one screen!
  • Customer activity is tracked automatically by plugins like WooCommerce and Ninja Popups that means no manual entry is needed!
  • It has built-in automation tools that let you create processes between different applications without leaving WordPress.
  • WP Frontend CRM is perfect for companies that want to manage customers effortlessly.

10. WP Customer Manager

Another plugin lets you do all the tasks related to customer management in one place! With this plugin, you can easily track everything about your customers like their info, orders, etc. The best part is that it comes with a lot of features at no extra cost!

Key Features

  • It has an excellent interface that helps users manage their contacts easily using WordPress native features like widgets and contact forms.
  • You can get real-time insights into the activities of your customer's thanks to its rich reporting feature.
  • It uses transactional emails to send an automatic notification when new customers are added or payment is received via Stripe etcetera.
  • WP Customer manager is great for companies that want to manage their customers easily.

11. Gravity Forms Customer Relationship Manager

Gravity Forms CRM works best if you are already using Gravity Forms because it uses its plugin to connect with WordPress! You can also choose from two other options if you do not want this method, but they are paid plugins.

Key Features

  • It has an excellent user interface users manage their customer contacts easily using Gravity forms.
  • The plugin comes with a built-in contact form builder to help you create custom contact forms.
  • You don’t need any developer skills or coding knowledge to use the plugin as it does not require lots of configuration settings.
  • If you are already using Gravity forms and looking for a plugin that manages your customers, Gravity Forms CRM is perfect for you!

12. Ninja Popups - Gravity Forms Productized Service/Plugin

Ninja Popups Productized Service is an expensive WordPress plugin but it’s worth it if you are planning to use multiple third-party features on your website.

It allows users to create custom forms and manage customer interactions from one place. You can also integrate different applications like MailChimp using the features of its extension called Product box.

Key Features

  • It has a user-friendly interface with all features on one screen! So that there is no need to switch between screens while performing any task.
  • You get unique insights into all activities taking place on your site thanks to its powerful reporting feature.
  • It offers a quick and easy way to create contact forms, follow-up popup notifications, and more!
  • If you are already using some third-party applications on your website and looking for a perfect plugin to manage all the data, Ninja Popups is great for you.

13. Easy Customer Manager

Easy CRM is one of the most affordable WordPress customer management plugins with all the necessary features! It is highly recommended for small companies who are looking to manage customers in WordPress.

Key Features

  • It has an excellent interface that works well if you already using Elementor or Beaver Builder themes.
  • You can quickly start using this plugin without any prior coding knowledge because it comes with lots of built-in features.
  • The plugin automatically tracks various activities taking place on your site like adding contact forms, generating emails etcetera so that no manual data entry is needed.
  • If you want a reliable solution to manage your customers easily, Easy CRM might be perfect for you!

14. WP Sales Automation

WP Sales Automation is a powerful plugin that allows users to create sales funnels and manage customer interactions. It has lots of features that let you stay connected with your customers through emails, SMS, phone calls etcetera!

Key Features

  • It has an excellent user interface that is easy to use even for beginners thanks to its clean design.
  • The plugin comes with lots of preset templates so that you don’t need to write new code or hire developers when creating custom forms.
  • You can create weekly follow-up email campaigns with the help of this plugin because it supports cross feature in WordPress websites.
  • WP Sales Automation would be perfect if you are looking for something more than just managing customer data into your site!

15. WP Customer Manager

WP Customer Manager is a simple and lightweight WordPress plugin that offers all the necessary features to manage your customers in WordPress. It is highly recommended for small business owners who don’t want to hire developers for this task.

Key Features

  • It has user-friendly interface with all important features within one section of other settings! So, there is no need to switch between different tabs while performing tasks.
  • You can quickly create custom forms using its built-in form builder feature without any coding knowledge needed.
  • If you are looking for an affordable solution for managing your customers, WP Customer manager might be perfect for you!

16. CRM Sync

CRM sync allows users to manage their customer interactions from one place. It's one of the best CRM plugins for WordPress with lots of useful features.

It can sync your system with popular CRMs like Infusionsoft, Insightly, Zoho and Highrise. That means you don't have to install any additional extensions for sync.

Key Features

  • It comes with an impressive user interface that includes features like custom forms, email marketing integration etcetera.
  • It has an excellent user interface that is easy to use even for beginners thanks to its elegant design.
  • The plugin comes with lots of built-in templates so that you don’t need to hire developers while creating custom forms.
  • You can manage your sales process easily because it automatically tracks information about customers that are coming from various sources like websites, email etcetera.
  • If you want to stay connected with your clients through different channels, CRM sync might be perfect for you!

17.  MailChimp by Planning Plugin

MailChimp by Planning Plugin allows users to connect the WordPress site with a MailChimp account. It lets users collect leads, create forms and newsletters using the popular email service provider.

Key Features

  • The plugin has built-in features like contact form builder, integration with different tools etcetera so that you don’t need to install additional services or plugins for this task.
  • You can send drip campaigns automatically by syncing your WordPress site with a MailChimp account.
  • It has a user-friendly interface that is easy to use even if you are a novice!
  • WordPress CRM plugin for eCommerce websites:
  • If you own an eCommerce website and looking for an excellent CRM solution, here are a few plugins that would be perfect for your business.

18. HubSpot CRM by HubSpot

HubSpot is the most powerful platform that offers all types of services needed for business including live chat, email marketing, social media publishing, and WordPress crm etcetera.

Key Features

  • The plugin has built-in features like contact form builder, integration with different tools etcetera so that you don’t need to install additional services or plugins for this task.
  • You can track the entire customer journey effortlessly using the built-in analytics feature of this plugin, thanks to its powerful platform!It has an excellent user interface that is easy to use even for beginners thanks to its elegant design. If you are looking for a plugin that offers all the necessary features for your business, HubSpot CRM might be perfect for you!

Conclusion

WordPress is becoming the go-to platform for business owners because it allows them to build beautiful and functional websites with ease.

Many new businesses are turning towards free plugins to save money, but that may not be wise if they don’t already have a team of web developers to support the plugin if it doesn’t work as expected.

For companies that want better customer management tools, a premium plugin of WordPress CRM may be more effective because they have access to superior resources and can enjoy features that are unavailable in free plugins.

WordPress has grown into one of the most powerful CMS platforms in recent years and this will only continue as more companies look to take advantage of its benefits.

If your company isn’t yet using WordPress for all aspects including blogging and customer management, it is time to consider it.