Do you need help managing customer relationships and business tasks efficiently? If you are running a WordPress site, integrating it with a CRM or customer relationship management plugin would be a game-changer. Whether you’re looking to nurture leads, automate marketing or keep track of client communications, the right CRM plugin can transform how you manage your business.
As per reports, over 85% of CRM plugins integrate seamlessly with popular marketing tools, making it easier to streamline campaigns and manage customer data. In addition, businesses using CRM systems have witnessed up to 27% increase in customer retention and an average 29% increase in sales.
With so many options available, choosing the best plugin for your needs can be challenging. This guide will walk you through the top 11 best WordPress CRM plugins to take your customer relationships to the next level. Before diving into the CRM list, let’s briefly understand a CRM plugin and how to choose the right one.
What is a WordPress CRM plugin?
A WordPress CRM plugin helps you manage customer relationships right within your WordPress site. It keeps track of customer information, interactions and sales, making it easier to manage leads and clients without needing extra software.
As your business grows, managing customer data and relationships becomes difficult. However, a good CRM plugin can provide a centralized platform to organize, analyze and interpret customer information. As per reports, CRMs can improve conversion rates by up to 300%, especially when combined with marketing automation.
For example, let’s say you own an online store. A WordPress CRM plugin like HubSpot can help you:
- Collect customer contact information when someone fills out a form.
- Send automatic follow-up emails to customers after a purchase.
- Keep notes on customer preferences or issues so your team can provide personalized service.
This way, you can manage all your customer data and communication in one place without ever leaving WordPress.
How to choose the best WordPress CRM plugin
Every WordPress site ends up using a CRM plugin. While some may need the basic features incorporated, others may need advanced customizations. It has become necessary in such a competitive worldwide market to meet business demands. As per the reports, CRM systems help reduce customer acquisition costs by 23%, as businesses can focus on high value leads and optimize their marketing efforts.
There are many CRM plugins available today, but to make your search easier, we have highlighted the key features to look for in a WordPress CRM plugin-
Key features to look for in a WordPress CRM plugin:
- Efficient contact management system to store and organize customer data, including names, emails, purchase history and interactions.
- Lead generation tools to capture leads through forms, landing pages or integration with email marketing tools.
- Seamless email management to communicate with your audience through email marketing or built in email functionality.
- Task automation features to assign tasks and set up follow-ups based on customer interactions.
- Detailed analytics report to measure your business performance. Having information on customer activities, sales performance and marketing campaigns can help you make business decisions accordingly.
- It should integrate smoothly with other marketing and eCommerce platforms like MailChimp and WooCommerce.
- Customizing your dashboard and other tools to meet your business needs should be flexible.
- Choose a CRM that grows with your business, offering premium features or add-ons as needed. While some plugins come economical, others offer advanced features at a high price. Therefore, consider your business needs and budget before deciding on a WordPress CRM plugin.
- It should offer tools to ensure your processes comply with privacy regulations like GDPR.
- It should be user-friendly so your team can adapt to the process quickly.
Top 11 WordPress CRM plugins
Now that you know the functions of a CRM, are you looking for the best CRM solution to manage your customer relationships on WordPress? Here’s a roundup of the top 11 WordPress CRM plugins to help you streamline your business and boost efficiency.
1. HubSpot WordPress CRM plugin
The HubSpot WordPress plugin is perfect for agencies, small business owners, bloggers or anyone who wants to use a seamless CRM plugin with built-in marketing tools. Notably, 194,000+ customers in 120+ countries already use HubSpot to grow their businesses. It’s a free and powerful tool offering a full suite of features to manage customer relationships, leads and marketing efforts.
Key features:
- Efficient contact management to organize, track and nurture customer information directly within WordPress.
- Variant lead generation tools that easily create forms, pop-ups, live chats and chatbots to capture leads on your website and automatically add them to your CRM.
- It has built-in email marketing software to create personalized email campaigns and automate follow-ups.
- Detailed website analytics and reporting dashboards explain website traffic, email engagement, sales performance and exit intent.
Pros:
- Free to use with a wide range of features.
- Seamless integration with other HubSpot tools (Sales, Marketing and Service).
- Easy-to-use interface, perfect for businesses of all sizes.
- No technical knowledge is required for setup or use.
Cons:
- Some advanced features, such as more in-depth reporting or additional marketing tools, require paid plans.
- It might be overkill for tiny businesses with basic CRM needs.
HubSpot CRM is the perfect solution for businesses of all sizes that want a free, all-in-one CRM solution to manage customer relationships, automate marketing and track sales—all within WordPress. It’s especially beneficial for those already using or planning to use other HubSpot services.
2. WP ERP CRM plugin
WP ERP is a comprehensive solution that optimizes small to medium businesses with more than just CRM capabilities. It provides an all-in-one management system for businesses, including a free HR manager, CRM and accounting tools.
The CRM module within WP ERP helps manage customer relationships, making it easier to track leads, nurture prospects and maintain relationships with existing clients. It’s a versatile option for businesses looking for a broader range of management tools beyond just CRM.
Key features:
- Efficient customer management to manage customer information in one centralized dashboard.
- Effective email communication to send emails and track conversations directly from the CRM.
- It offers a lead tracking system that captures leads, assigns tasks and manages the sales process.
- A user-friendly task management system to a
Assign tasks, schedule meetings and set follow-up reminders. - A versatile system that manages CRM, HR and Accounting (invoicing, expenses) within one platform.
Pros:
- Free CRM module with the option to add HR and Accounting features for comprehensive business management.
- Scalable, with premium extensions available as your business grows.
- Simple setup and easy-to-use interface.
- Detailed reports and analytics for tracking customer interactions and performance.
Cons:
- The free version has limited advanced features so that premium extensions may be necessary for full functionality.
- Not as focused on CRM as some standalone plugins, which may be a drawback for businesses solely seeking CRM tools.
Overall, WP ERP CRM is one of the best WordPress CRM plugins for small to medium-sized businesses that want a broader range of business management tools beyond CRM. It’s beneficial for companies looking for an all-in-one solution to manage customer relationships, HR and Accounting within a single platform on WordPress.
3. FluentCRM
If email marketing is your top-most business priority, then FluentCRM is one of the best WordPress plugin options. It’s a self-hosted WordPress CRM plugin designed for email marketing automation and lead management.
A user-friendly interface that integrates seamlessly with your WordPress site. It centralizes lead and customer management, along with email campaigns, automated sequences, learner and affiliate management and user activity monitoring. This all-in-one solution streamlines operations and improves efficiency
Key features:
- An effective email automation tool to create, schedule and automate email campaigns.
- Contact management: Organize, segment and personalize communication with contacts.
- User activity tracking: Monitor customer behavior like email opens and purchases.
- Seamlessly integrates with 40+ plugins like WooCommerce, LearnDash and more.
- Reporting & analytics: Detailed insights on email performance and customer engagement.
Pros:
- It is fully self-hosted, with no need for third-party services or subscriptions.
- Deep integration with WordPress plugins and tools.
- Strong focus on email marketing automation.
- Scalable with premium features to support the growth of your business.
- It offers a creative email builder to craft your emails in the best way possible.
Cons:
- Limited features for businesses needing more advanced CRM functions beyond email marketing.
- It requires initial setup and configuration, which may take some time.
FluentCRM is ideal for businesses looking for a self-hosted, cost-effective solution that focuses on email marketing automation and lead management within WordPress.
4. WP Fusion Lite CRM plugin
WP Fusion Lite is a powerful WordPress CRM plugin that connects your WordPress site to over 100 external CRM and marketing automation platforms. It allows you to sync user data, track customer activity and automate marketing efforts by integrating your WordPress site with your preferred CRM solution.
Key features:
- Sync user data between WordPress and external CRMs like HubSpot, Salesforce, ActiveCampaign and others.
- Monitor customer actions on your website and sync that data with your external CRM for better marketing automation.
- Automatically categorize and group users based on their behavior for targeted, personalized marketing.
- Integrates with WooCommerce, Easy Digital Downloads and other platforms to sync customer purchase data.
- Trigger workflows and email campaigns based on user actions on your site.
Pros:
- WP Fusion integrates WordPress and 100+ plugins with the leading CRM and marketing automation systems.
- Powerful automation capabilities based on user behavior.
- eCommerce-friendly for tracking customer purchases and automating follow-ups.
Cons:
- Requires a subscription for full functionality.
- Some features may need technical knowledge to set up.
In summary, WP Fusion is ideal for businesses that already use external CRMs and want to integrate their WordPress site seamlessly with those systems. It’s perfect for automating workflows and tracking user behavior across platforms.
5. Groundhogg WordPress CRM plugin
Groundhogg is one of the best WordPress CRM plugins for agencies, freelancers, eCommerce, small businesses and more. It allows you to manage customer relationships, create email marketing campaigns and automate workflows directly from your WordPress dashboard without relying on external services.
Key features:
- Contact management: Easily manage customer information, segment contacts and track their interactions.
- Centralized contact record: See data from all your other plugins related to the contact on one screen.
- Email marketing automation: Design and automate personalized email campaigns using a drag-and-drop email builder.
- Sales funnels: Create automated sales funnels to nurture leads and guide them through the buying process.
- Tagging and segmentation: Segment contacts based on their behavior, interests or actions for personalized communication.
- Seamlessly integrate with over 25 plugins like WooCommerce, LearnDash and others to track customer activities and purchases.
- Reporting & analytics: Get detailed reports on email campaigns, sales performance and customer engagement.
Pros:
- It is fully self-hosted and doesn’t require third-party services.
- Offers extensive marketing automation features.
- Deep integration with other WordPress plugins.
- Affordable compared to external CRM services.
Cons:
- The free version has limited features; advanced tools require a premium plan.
- The learning curve for complex automation may be steep for beginners.
Overall, Groundhogg is perfect for small businesses, freelancers and agencies that want a cost-effective, self-hosted CRM and marketing automation solution. It’s handy for WordPress users who prefer to keep everything within their site without relying on external CRM services.
6. Jetpack CRM
Jetpack is a multi-service plugin that incorporates all the tools you need to scale your business. Developed by Automattic (the creators of WordPress), it is a lightweight yet powerful CRM plugin that integrates seamlessly with WordPress. It’s designed to help small to medium-sized businesses manage customer relationships, track leads and streamline sales processes.
Key features:
- Contact management: Store, manage and track customer information in an organized dashboard.
- Customer segmentation: Easily group customers for more targeted communication and marketing efforts.
- Client portal: Provides customers with a portal where they can view invoices and quotes, improving transparency and communication.
- Sales funnel management: Track leads through each stage of the sales process, from prospecting to closing deals.
- Invoicing & quotes: Send invoices and quotes directly from the CRM, making it a practical tool for freelancers and agencies.
- WooCommerce integration: Seamless integration with WooCommerce tracks customer orders, manages transactions and segments based on purchase behavior.
Pros:
- Lightweight and easy to use for small businesses.
- Strong integration with WooCommerce and WordPress.
- Invoicing and client portal features make it great for service-based businesses.
- Affordable premium options.
Cons:
- There are limited features in the free version; many advanced features require paid extensions.
- Not as feature-rich as some larger CRM solutions for enterprise-level needs.
Jetpack CRM is ideal for small to medium-sized businesses, freelancers and eCommerce stores using WooCommerce. Its simplicity and integration with WordPress make it perfect for those who need a no-fuss CRM solution to manage customer relationships, invoicing and sales tracking at one place.
7. Brilliant Web-to-Lead for Salesforce CRM plugin
Brilliant Web-to-Lead for Salesforce CRM Plugin is a WordPress plugin that enables seamless integration between your WordPress site and Salesforce, one of the leading CRM platforms. This plugin simplifies the process of capturing leads from WordPress forms by automatically syncing them to your Salesforce CRM. It’s perfect for businesses already using Salesforce and looking to streamline lead generation from their website.
Key features:
- Lead capture: Easily capture leads from WordPress forms and automatically send them to your Salesforce CRM.
- Form integration: Works with popular WordPress plugins like Contact Form 7 and Gravity Forms to capture data.
- Custom field mapping: Map form fields to specific Salesforce fields, capturing all relevant data.
- Spam protection: Built-in spam filtering ensures that only genuine leads are submitted to Salesforce.
- Real-time syncing: Leads are synced to Salesforce instantly, allowing for immediate follow-up.
- Customizable forms: Customize lead capture forms to match your website’s branding.
Pros:
- Seamless integration with Salesforce for easy lead management.
- Simple setup process with customizable field mapping.
- Supports real-time syncing of leads to Salesforce.
- Works well with existing WordPress form plugins.
Cons:
- Requires a Salesforce account to function, which may not be ideal for smaller businesses without Salesforce.
- Limited to lead generation functionality; needs broader CRM features on the WordPress side.
In short, WP to Lead for Salesforce CRM is ideal for businesses already using Salesforce as their CRM and looking to capture and manage leads directly from their WordPress website. It’s beneficial for organizations with a strong sales pipeline that rely on Salesforce for customer relationship management.
8.Brevo (formerly SendinBlue)
Brevo is an all-in-one email marketing and CRM platform. It offers businesses the ability to streamline customer management, automate marketing efforts and engage customers across multiple channels like email, SMS and chat. Therefore, it’s a perfect solution for small- to medium-sized businesses looking for a unified CRM and email marketing solution.
Key features:
- Contact management: Store and organize contact information, segment lists and manage customer relationships in one place.
- Email marketing automation: Create automated email workflows, such as welcome emails, follow-ups and promotional campaigns.
- Lead scoring: Assign scores to leads based on their behavior, helping you prioritize outreach efforts.
- Multi-channel marketing: Engage with customers through email, SMS and chat for a more holistic marketing approach.
- Segmentation: Use advanced segmentation to target specific customer groups with personalized messages.
- Analytics and reporting: Get detailed insights on campaign performance, customer engagement and lead conversion.
- A built-in form builder: Create forms on your WordPress site to capture leads and add them directly into your CRM.
Pros:
- Combines CRM with powerful email marketing and automation tools.
- Easy integration with WordPress.
- Multi-channel engagement (email, SMS, chat) for comprehensive marketing.
- Free plan available with essential features.
- User-friendly interface with setup completion within 10 minutes.
- Multi-lingual customer support service is available.
Cons:
- The free version has limited automation features.
- Advanced functionalities may require a premium subscription.
Brevo CRM is ideal for businesses looking for an all-in-one solution to manage customer relationships and email marketing campaigns.
9. Lead form data collection to CRM plugin
Lead form data collection to CRM is one of the best solutions for capturing WordPress contact form data and converting it into leads or contacts within your CRM. It simplifies lead data collection, integrates seamlessly with your CRM and eliminates manual data entry errors.
Key features:
- Form integration: Integrates with popular WordPress form plugins like Contact Form 7, Gravity Forms and Ninja Forms to capture lead data.
- CRM integration: Automatically sends form submissions to your CRM, helping you manage and nurture leads effortlessly.
- Custom field mapping: Map form fields to your CRM fields, ensuring that all relevant data is transferred correctly.
- Real-time sync: Form submissions are synced in real-time to your CRM, enabling immediate follow-up and lead management.
- Data filtering: Built-in filtering options to ensure that only valid and relevant leads are passed to your CRM.
- User-friendly shortcodes: Easily embed forms anywhere on your site.
Pros:
- Easy integration with popular form builders.
- Simplifies lead collection by automating the process of sending data to your CRM.
- Reduces manual data entry, improving efficiency.
- Works in real-time, ensuring prompt lead management.
Cons:
- Limited functionality beyond lead data collection; no advanced CRM features.
- Requires a compatible CRM to fully benefit from the plugin.
This plugin is ideal for businesses that rely on form submissions to capture leads and want to automate the process of transferring those leads to their CRM system. It’s perfect for companies using WordPress form builders like Contact Form 7 or Gravity Forms and looking for a simple way to integrate lead collection with their CRM platform.
10. FunnelKit Automations CRM
FunnelKit Automations (formerly Autonami) is a powerful marketing automation and CRM plugin designed specifically for WordPress. It helps businesses automate their sales funnels, manage customer relationships and streamline their email marketing efforts. The FunnelKit plugin is ideal for companies creating personalized workflows, follow-up sequences and targeted marketing campaigns.
Key features:
- Automation workflows: Create advanced automation workflows to nurture leads, recover abandoned carts and send follow-up emails.
- Email marketing integration: Built-in email automation for personalized email campaigns, triggered based on customer behavior.
- Sales funnel management: Manage and automate your entire sales funnel, including order follow-ups, upsells and cross-sells.
- Customer segmentation: Automatically segment customers based on behavior, purchases and engagement for targeted marketing.
- WooCommerce integration: Seamlessly integrates with WooCommerce to automate order confirmations, cart recovery and customer follow-ups.
- Abandoned cart recovery: Automatically send emails to customers who abandon their shopping cart to recover lost sales.
- Advanced analytics: Track the performance of your workflows, emails and campaigns with detailed reports.
Pros:
- Powerful automation capabilities tailored for WordPress users.
- Deep WooCommerce integration for automating eCommerce workflows.
- Advanced segmentation for personalized customer journeys.
- Easy-to-use interface for building workflows and managing automation.
Cons:
- Advanced features may require a learning curve for beginners.
- Full functionality may require a premium subscription.
FunnelKit Automation is perfect for eCommerce businesses using WooCommerce that want to automate their marketing, sales funnels and customer follow-ups. It’s ideal for businesses looking to boost sales through automated workflows and personalized customer engagement strategies.
11. WP-CRM System
WP-CRM System is a lightweight, easy-to-use CRM plugin designed for small to medium-sized businesses that need a straightforward way to manage customer relationships directly from WordPress. It allows businesses to track leads, manage projects and handle client information without relying on third-party services or paying for expensive CRM software.
The plugin is ideal for those seeking a simple, self-hosted CRM solution. In addition, it allows you to have unlimited records and gives access to WordPress CRM data to everyone.
Key features:
- Store and organize customer information, including interactions and communication history, all within your WordPress dashboard.
- Project Management: Track projects and assign tasks to team members, ensuring smooth workflow and collaboration.
- Opportunity Tracking: Manage and track potential sales leads or opportunities through your sales funnel.
- Email Notifications: Send automated email notifications to clients and team members for project updates or follow-ups.
- Custom fields: Organize data with custom fields you need to capture the specific data you need for your business.
- Integration with Third-Party Services: Integrates with popular services like Slack, Gravity Forms and Mailchimp to extend CRM functionality.
- Import data: Easily import contacts and other data from your old CRM with an easy-to-use CSV uploader.
Pros:
- Lightweight and easy to use, perfect for small businesses.
- Fully self-hosted, meaning no reliance on third-party CRM providers.
- Affordable, with a free version and optional premium add-ons.
- Supports project and task management alongside CRM functionality.
Cons:
- Limited advanced features compared to larger CRM platforms.
- May require premium add-ons for specific integrations and extended functionality.
WP-CRM System is best suited for small to medium-sized businesses, freelancers or agencies looking for a simple, cost-effective CRM solution. It’s perfect for managing customer relationships, projects and sales opportunities directly from WordPress without needing external services or complex setups.
Free WordPress CRM plugin options
Many plugins mentioned above offer robust free services with basic CRM functionalities. Namely, HubSpot, Jetpack, WP ERP (CRM Module), FluentCRM and WP-CRM System are a few free CRM options you can opt for.
These free WordPress CRM plugin options are excellent for small to medium businesses looking to enhance customer relationship management without additional cost. They offer essential customer management features and provide a great starting point for users who want to manage their relationships directly within WordPress.
WordPress CRM plugin comparison
Plugin | Free version | Key features | Best For |
HubSpot | Yes | Contact management, email marketing, live chat, lead forms, sales pipeline management, reporting and analytics | Businesses seeking a robust, free CRM with marketing tools |
WP ERP | Yes | CRM, HR and accounting modules, contact management, email communication, lead tracking, task management | Businesses needing CRM plus HR and accounting tools in one platform |
FluentCRM | Yes | Self-hosted, email marketing automation, user activity tracking, segmentation, reporting, plugin integration (WooCommerce, LearnDash) | Businesses focused on email marketing automation within WordPress |
WP Fusion | No (Paid) | Syncs with over 100 external CRMs, user data syncing, tagging and segmentation, eCommerce integration, automation workflows | Businesses using external CRMs needing seamless WordPress integration |
Groundhogg | Yes | Self-hosted, marketing automation, sales funnel management, email automation, WooCommerce integration, segmentation, reporting | Small to medium-sized businesses looking for in-house CRM automation |
Jetpack CRM | Yes | Contact management, customer segmentation, invoicing, sales funnel tracking, WooCommerce integration, email automation (paid add-on) | Small businesses, freelancers, WooCommerce stores |
WP to Lead for Salesforce | Yes | Lead generation forms, Salesforce integration, custom field mapping, real-time lead syncing, form integration with Contact Form 7 and Gravity Forms | Salesforce users wanting to capture leads via WordPress |
Brevo (SendinBlue) | Yes | Email marketing automation, contact management, lead scoring, segmentation, multi-channel marketing (email, SMS), real-time analytics | Businesses needing CRM plus multi-channel marketing tools |
Lead Form Data Collection to CRM | Yes | Lead capture via WordPress forms, CRM integration, custom field mapping, real-time data sync, spam protection | Businesses focused on automating lead collection from forms |
FunnelKit Automations | Yes (Limited) | Marketing automation, WooCommerce integration, email workflows, abandoned cart recovery, segmentation, sales funnel automation | eCommerce businesses using WooCommerce for sales funnels |
WP-CRM System | Yes | Contact management, project management, task assignments, opportunity tracking, email notifications, self-hosted | Small businesses needing a lightweight, self-hosted CRM |
WordPress CRM plugin summary,
- For email marketing focus: HubSpot, FluentCRM and Brevo are top choices, with HubSpot and FluentCRM ideal for deeper WordPress integration.
- For eCommerce: Groundhogg, FunnelKit Automations and Jetpack CRM are great for WooCommerce stores.
- For multi-functional use: WP ERP has additional HR and accounting modules.
- For Salesforce users: WP to Lead for Salesforce is the best seamless integrationoption.
- For self-hosted solutions: FluentCRM, Groundhogg and WP-CRM System provide complete control without relying on external services.
Integrate WordPress CRM with Bluehost
Bluehost offers optimized hosting solutions that ensures smooth performance for WordPress CRM plugins. We help improve lead management and customer interactions without affecting site speed. In addition, Bluehost’s strong security features help to safeguard CRM data.
Bluehost also offers scalable hosting plans for easy growth as your business expands. Notably, 24/7 customer support ensures smooth troubleshooting for any integration issues, making Bluehost an ideal choice for managing CRM on WordPress.
Final thoughts
While integrating CRM into your WordPress website has become essential, choosing the right one depends on your business. Whether you want a simple contact manager or a customized marketing platform with automation and reporting, there’s a plugin to meet your needs.
Therefore, consider the features, ease of use and integration options when making your decision. Pairing any of these plugins with Bluehost WordPress hosting ensures seamless performance and scalability, especially when managing large customer databases and automating workflows. Bluehost offers optimized hosting for CRM-heavy sites, keeping them fast and secure.
FAQs
If you manage multiple customer interactions and want to streamline tasks, use a CRM plugin to simplify the process. It helps automate processes and centralize customer data, improving efficiency.
Most CRM plugins are user-friendly, with simple installation and setup processes. However, some advanced features may require basic technical knowledge or support from the plugin’s team.
Generally, CRM plugins are optimized for performance. However, heavy automation or data storage use might slightly impact site speed. Regular maintenance and a reliable hosting plan can mitigate this.
Yes, many WordPress plugins allow you to build a full-fledged CRM system within your WordPress site. Plugins like WP ERP and FluentCRM offer all the necessary tools.
HubSpot offers free CRM with robust features. Jetpack CRM and Groundhogg also provide affordable options with free versions and premium add-ons.