Show Notes
Best CRM WordPress Plugins For 2023
What You Need To Know About Selecting The Best CRM For Your Business
Customer relationship management (CRM) is an integrated approach to managing your interactions and relationships with clients and potential clients. Wouldn’t it be great, though, if there were WordPress CRM plugins that could integrate customer relationship management right into your WordPress website? Fortunately, there are several, and we’re going to go over the best along with their pros and cons.
7 Tips:
Tip 1 - Free setup, support, and migration. No required setup fee. Integrate with website forms.
Tip 2 - Cost does not ramp as you add users and contacts. A fixed price is best.
Tip 3 - Free, unlimited, and dedicated support. You or somebody on your team can call and talk to the same person.
Tip 4 - Does what you need, but not overly complicated. Easy to understand and use.
Tip 5 - Email marketing automation built in. Free training and support.
Tip 6 - Easy to build lists and reports.
Tip 7 - Mobile friendly.
Leading SaaS Solutions
ActiveCampaign
ConvertKit
HubSpot CRM
Monday CRM
Pipeline CRM
Agile CRM
The main point with all these WordPress solutions you will need an email sending-out service and an SMTP plugin
5 Best Transactional Email Services for WordPress:
1. Amazon SES
2. Mailgun
3. Postmark
4. SendGrid
5. Sendinblue
#1 - Jetpack CRM - https://jetpackcrm.com/features/
All of your contacts are in one place. Easy to manage, easy to action. Never lose another lead, and turn customers into advocates!
Price $199 per year
#2 - Groundhogg - https://www.groundhogg.io/pricing/
Groundhogg is a reliable CRM software for WordPress that is packed with email marketing and sales automation tools.
Price $600 per year
#3 - WP ERP - https://wperp.com/pricing/?nocache
School and Collages use this plugin solution
The Core plugin and HR, CRM, and Accounting modules are free to use. It's also customizable depending on your ideas and needs.
Price $12.99 per user + extra add-ons per month
#4 - FunnelKits - https://funnelkit.com/autonami-crm/
Manage customer relationships using tagging, segmentation, and broadcasts without leaving WordPress.
Prices $249 per year
#5 - WP-Fusion - https://wpfusion.com/pricing/
The no-code solution to easily integrate your WordPress website with the services you use every day.
Prices $347 per year
#6 - Propovoice - https://propovoice.com/pricing/
Gain a 360 view of your business by managing clients, projects, estimates, invoices, and more! Easily set all that up in the safety of your own WordPress environment.
Prices $199 per year
Invoicing and customer management kind CRM
#7 - WP-CRM - https://www.wp-crm.com/
Managing Clients Just Got Easier With WP-CRM System: The WordPress CRM Plugin Designed for Small Businesses
Prices $199 per year
#8 - FluentCRM - https://fluentcrm.com/?ref=2013#pricing
FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Manage your leads and customers, email campaigns, automated email sequencing,
Prices $249 per year