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Best WordPress CRM Plugin To Use This Year

crm plugin

Customer relationship management stands at the heart of any business, whether you’re a service provider, such as an internet/ cable operator, or a product based business, such as a restaurant. In either case, fostering, managing, and maintaining customer relationships stands as one of your core business philosophies.

And why shouldn’t it. After all, it’s not just about selling, but also ensuring that the customer experience stands above, or at least at par with your customer. However, customer relationship management might prove to be a tedious and tiresome process if you’re maintaining large files and journals. But fast forward to the 21st century, that’s not the case. And thankfully it isn’t, and shouldn’t be; no pun intended.

Enter 2024, and let’s say hello to the world of client management wordpress plugins. Now you don’t need to sift through journals and pages of data to get the customer information that you require. Instead, whatever you need is available to you just at the click of a button.

So, you can solve customer queries, cross-sell, and up-sell, just in the nick of time. So, do crm wordpress plugins have any success with building customer relationships? Let’s look at the numbers to find out.

The numbers from Statista show that the Global CRM market is forecasted to grow to 57 billion USD by 2025, which is an increase of 4 billion USD since 2021. Thus, we can see that the market holds great significance, and businesses do find success in adopting CRMs for their day to day marketing activities.

So now, let’s narrow down our discussion and enter the world of WordPress CRMs, which is the topic for today’s blog. We’ll explore nine of the best WordPress CRMs that businesses should use as they enter 2024. So stick till the end and keep reading.

1. Salesforce Web-to-Lead Solution

Salesforce CRM is one of the top wordpress plugin for marketing, without any nitty gritties involved. In Salesforce, you can combine your WordPress accounts using Brilliant Web-to-Lead for Salesforce.

The application is simple to use and with it, you can begin importing leads right away, a complementary feature which is offered with the platform, once you subscribe to it, which is part of your Salesforce account. It will also provide you with a rudimentary idea of how Salesforce’s other products are connected to WordPress. Indeed, WP Engine provides a comprehensive introduction to Salesforce WordPress integration to get anyone getting started.

Statistically, Salesforce is the market leader when it comes to WordPress CRMs, with a market share of 19.8% in 2023. Thus, Salesforce stands as the market leader, and the best choice for sales professionals.

2. Hubspot

HubSpot is an all-in-one growth platform that assists organizations in growing more effectively. Businesses can use the platform to better engage, manage, and delight consumers. It provides a plethora of free tools like CRM, digital marketing, live chat and chatbots, ad administration, reporting, forms, and more.

Hubspot provides you with information about all your prospect deals within one click, helping you target the right people at the right time and close deals effectively. But that’s only the beginning. Hubspot also provides you with insights about potential prospects, saving you time and providing you with important information that you can use to effectively target prospects.

Thus, with Hubspot, you have all the it’s and buts needed to draft a compelling sales pitch. Moreover, Hubspot also alerts you when a prospect has opened your email, highlighting trends that indicate when a prospect is most active and available to approach. Thus, Hubspot is perhaps one of the most effective solutions for sales professionals.

3. Woo Commerce

At least 30% of all online retail websites utilize WooCommerce as an e-commerce plugin. WooCommerce CRM is used by people that operate the tool on WordPress. Unfortunately, it is not stand-alone software; thus, you must utilize the e-commerce version. You may make phone calls, send emails, and track orders. In reality, calls may be made directly from the contact’s record, so the new form is precisely where it should be.

The required WooCommerce tool is free; however, it is rudimentary. Extensions such as Amazon Pay and Zapier can be purchased, although some can cost up to $250.

4. Pipedrive

Pipedrive is another comprehensive solution for Sales professionals. The CRM provides you the opportunity to manage your activity by automating tasks such as sending notifications to customers. Moreover, Pipedrive also provides you the benefit of designing your customized workflow, allowing you to receive notfications pertaining to your task schedule.

Furthermore, Pipedrive also provides you with real-time and robust analytics, providing you with the top trends that you can utilize in your sales pitch to target potential customers. Pipedrive also brings the CRM experience to the palm of your hand because of its mobile app. As a result, you have all your dealings within your reach, so access anytime.

5. Bitrix24 CRM

The free Bitrix24 CRM tool is another solid WordPress CRM choice. This isn’t a standard plugin but instead worked on WordPress-specific integration.

It saves contacts in your WordPress user database and can manually or automatically add contacts by using a lead generation form on the website. If you don’t want your prospects and customers to be categorized as users, you can pick the default role assigned to your choice.

6. PressPoint

Presspoint has various capabilities that are not commonly available in a single free choice, which is why many users prefer this high-end application over free alternatives. In addition to email automation, the platform includes opportunity management, custom forms, and even e-commerce. Custom profiles and folders can also be created.

7. Zero BS WordPress

There is no BS. WordPress CRM claims to be the “simplest and quickest” WordPress CRM plugin available. In addition to online invoicing, a client portal, and Zapier connectivity, the plugin provides anticipated CRM capabilities such as customer management, custom field creation, and front-end lead forms. Both online invoicing and Zapier connection are new capabilities that were not included in Version 1.

This WordPress CRM plugin, like WP-CRM and UkuuPeople is free, but further extensions such as importing item sales history and Stripe connectivity may be bought.

8. UpiCRM

Although UpiCRM is a stand-alone application, it is readily incorporated with contact form plugins such as Ninja Forms, Gravity Forms, and Caldera. It has an easy-to-use sales hierarchy mechanism, and contact form data from numerous websites may be imported into UpiCRM. It provides simple functionality that collects leads and assigns them to the user of your choosing.

Moreover, UpiCRM provides an easy to use and intuitive interface which helps, which is easy to use for people who have a limited knowledge about how to interact with CRMs. The interface also avoids clutter, helping users focus more on the CRMs core functionalities, such as lead capturing and other related add-ons which facilitate decision making.

9. WP- CRM System

Since we are already talking about WordPress, why not go with a CRM hosted by the platform itself? WP-CRM(WordPress CRM) is perhaps a no-brainer problem solver when you’re looking for a CRM solution from the maestros themself.

Wp-CRM provides you with a comprehensive solution where you don’t need to switch to a third party platform. The platform has a very simple interface which is easy to navigate for beginners. Thus, you don’t need to go through the ins and outs and train your people extensively about how to use the CRM.

Wp-CRM also let’s you capture from anywhere by connectin with various platforms, providing you with bulk contacts that you can use to your advantage. The platform also provides you with tools which facilitate reporting and analytics. As a result, you can keep a keen eye abotu what’s going on in your business.

Hence, these are some of the top CRMs that businesses should use in 2024. Now, time to revise what we visited.

The Takeaways

CRMs are a great addition to the field of customer relationship management. CRMs ease the relationship process by digitzing it, and making it available to the user in just a click. There are various CRMS that companies can make use of.

The most notables names among these are the Wp-CRM, Hubspot, and Salesforce, each CRM has different payment plans suitable according to scale of the business.


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