Best WordPress CRM Plugins to Grow Your Business Online

Are you considering integrating CRM with your WordPress site?

Having great CRM (Customer Relationship Management) software is highly important if you want to grow your business properly and manage your customers without any hassle. But with so many out there, which are the best WordPress CRM plugins? Don’t worry! I will clarify everything so that you will know exactly how to make the right choice.

In this article, I will get you into such great options of WordPress CRM plugins that you will be able to build a loyal customer base, track their purchases, and stay organized.

By the end of this guide, I will show you how to integrate popular CRMs with your WordPress site using the Bit Integration plugin.

What is a CRM Plugin?

First things first, what exactly is a CRM plugin? A CRM plugin is a utility tool that you should use to improve your WordPress website with customer or visitor relationship management. It’s kind of like an address book, but better than that.

It records everything that your customers are doing on your website, including visits, purchases, or interactions with you in the past. A CRM helps you remember all about your customers, so it enables serving them better and keeps them coming back.

What Can You Do with CRM?

CRM tools can offer everything to improve your business. Here’s what to look out for when dealing with them:

Customer Tracking: Enter all your customer details, a one-stop information collection location.

E-mail Marketing: Automatically send important emails to your customers.

Sales Management: See what your customers are buying, and observe sales trends.

Make Auto: Take away repetitive tasks, for example, welcome or follow-up e-mails.

Reports: Get more perspective on how well your business is functioning. 

Top WordPress CRM Plugins to Increase Your Customer Relationships and Sales

To make it easier for you to choose the best WordPress CRM integration, I am going to dig deeper into the key characteristics of each of these CRM plugins. Every plugin comes with a set of pros and cons, and specific functions that may be more relevant than others when fulfilling specific business tasks. 

ActiveCampaign – Forms, Site Tracking, Live Chat

The ActiveCampaign for WordPress plugin connects your WordPress site with the ActiveCampaign email marketing and automation platform. It allows slick synchronization between your website and your ActiveCampaign account to grab leads, manage subscribers, and trace user activity on your site.

With the help of this plugin, you can custom-build forms to grow your email list, segment your users based on their behavior, and send personalized campaigns. Additionally, automation triggers allow you to send emails based on user actions, such as purchases and form submissions, and deep integration with WooCommerce provides targeted eCommerce campaigns.

Some Key Features:

• Advanced email marketing automation.
• CRM and sales pipeline tracking.
• Easy integration with WordPress through plugins.
• Extensive analytics and reporting tools.
• Personalization and segmentation for marketing.

FunnelKit (Formerly WooFunnels)

FunnelKit is designed to allow WordPress users to create optimized sales funnels. It helps navigate visitors from landing pages through to checkout. This is especially useful for eCommerce stores using WooCommerce. FunnelKit is not only about creating funnels, as it enables users to also integrate CRM functions to monitor leads, automate tasks, and follow up on customers.

Some Key Features:

• Sales funnel builder.
• Integration with WooCommerce.
• Customer tracking and lead management.
• Automated follow-ups and cart abandonments.
• Detailed analytics and funnel insights.

Pro Tip: Link FunnelKit to WordPress with Bit Integrations to track leads, automate follow-ups, and optimize your sales funnel.

DoubleScale – Self-Hosted WordPress CRM with Email, SMS & WhatsApp

DoubleScale is a self-hosted WordPress CRM designed for businesses that need more than just email marketing. It delivers a complete business management system with sales pipeline, multi-channel marketing (Email, SMS, WhatsApp), appointment booking, client helpdesk, and built-in proposals, invoices, and contracts. DoubleScale combines self-hosted data control with enterprise-level features typically found in expensive SaaS platforms like HubSpot or GoHighLevel.

Some Key Features:

• Sales Pipeline & Deal Management with a visual Kanban board
• Multi-Channel Marketing (Email, SMS, WhatsApp)
• AI-Powered Email Generation for campaigns and sequences
• Native Mobile App for iOS and Android
• Appointment Booking with calendar sync (Google, Outlook, Zoom)
• Client Helpdesk with ticketing, mailbox, and SLA tracking
• Proposals, Invoices & Contracts built in
• Deep WordPress Integration (WooCommerce, forms, LMS)
• Advanced Marketing Automation
• 360° Contact View with full activity timeline

Brevo (formerly Sendinblue)

Brevo has everything a small or medium business would require: an easy-to-use CRM that has rich and inexpensive email and SMS marketing capability. This platform is designed specifically for small and medium businesses to automate campaigns, email out newsletters, and monitor customer activity. Integration with WordPress is quick and easy; hence, this is a good choice for users focused on talking to their audiences.

Some Key Features:

• Email marketing automation.
• SMS marketing.
• Easy drag-and-drop email builder.
• Contact segmentation and personalization.
• Real-time analytics to monitor campaign performance.

Pro Tip: Save time by syncing WordPress with Brevo via Bit Integrations. Automatically add new contacts for easy email and SMS marketing.

FluentCRM – Newsletter, Automation, Email Marketing, and CRM Solution

FluentCRM is entirely self-hosted. So your data is on your WordPress site, and you are completely in control. It is heavily focused on email marketing automation but also has a strong CRM component with contact management and segmentation at its core. FluentCRM permits you to manage everything from your WordPress dashboard, which is great for those seeking a simple solution without dependence on other platforms.

Some Key Features:

• Self-hosted marketing and email CRM.
• Comprehensive contact management.
• Email marketing automation and task automation.
• Advanced customer segmentation.
• Integration with leading WordPress plugins like WooCommerce and LMS platforms. 

Pro Tip: Connect FluentCRM to WordPress with Bit Integrations for instant syncing of form entries and customer actions, all within your dashboard.

Groundhogg – WordPress CRM, Email & Marketing Automation

Groundhogg is a lightweight CRM designed for WordPress-centric users. All essential marketing tools, including automation, running email campaigns, and managing contacts available through the WordPress dashboard. Groundhogg is simple to configure, making it an excellent choice for small businesses and WordPress users who want simplicity without compromising on features.

Some Key Features:

• Built-in marketing automation.
• Email campaigns and funnels.
• WordPress-native, no external SaaS needed.
• Contact segmentation and lead scoring.
• Integrates with WooCommerce and LMS platforms.

Pro Tip: Use Bit Integrations to automate Groundhogg’s email campaigns, contact segmentation, and CRM tasks, straight from WordPress.

HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics

HubSpot CRM is among the most popular CRM solutions and one of the easiest to use. It is free and offers document management, hope for email marketing, and sales tracking. The HubSpot WordPress plugin allows easy integration of the app with your dashboard for management purposes. It is as easy to use as a beginner would want it to be for customer tracking and relationship management.

Some Key Features:

• Completely free, with unlimited users.
• Contact and lead management.
• Includes an email marketing functionality.
• Sales making and tracking of pipelines.
• Easy-to-use integration for WordPress with the form and pop-up builders.

Pro Tip: Link WordPress to HubSpot with Bit Integrations to auto-update your CRM with new leads and streamline contact management.

Zoho CRM Lead Magnet

Zoho CRM is one of the great applications from the Zoho suite, enabling easy integration with other Zoho applications for tasks like accounting, marketing, and customer support. The way Zoho works fits the way you run your business, being extremely customizable. The integrations can be done via a WordPress plugin, giving businesses of all sizes a level of versatility.

Some Key Features:

• Customizable CRM for solutions to sales, marketing, and customer support.
• Multichannel communication, including email, phone, and social media.
• Lead scoring and automation tools.
• Advanced reporting and analytics provide an option for integration with other Zoho apps and WordPress.

Pro Tip: Connect Zoho CRM to WordPress using Bit Integrations. Automatically sync leads and customer data for effortless tracking.

Bit Integrations – Automation Plugin for CRM and other Integrations

Bit Integrationsは automation and integrations plugin that integrates WordPress with CRM and over 374 essential platforms like LMS, email automation tools, and more. It provides users with an easy way of creating fantastic connections between WordPress and some leading enterprise CRMs, ensuring all the leads, customer details, and sales details are in real-time sync without any complicated coding.

You can integrate 30+ CRMs with your WordPress site by using the Bit Integrations plugin. Including ActiveCampaign, FluentCRM, Hubspot, Brevo, Salesforce, Zoho CRM, Perfex, and many more. If you are looking for CRM integration for WordPress, Bit Integration would be the best option for you.

Some Key Features:

• Integration Across Multiple Platforms
• 374+ plugins and apps integrations
• No code required
• Easy setup process
• Real-Time Synchronization
• Apply 条件分岐
• Affordable Pricing Model

Pro Tip: Connect WordPress with 30+ CRMs using Bit Integrations. Sync data instantly, automate tasks, and grow effortlessly.

Send WordPress Form Data to CRM to Collect Leads

If you would like to send your WordPress form data to CRM, you can use the Bit Form plugin. The process is super easy. You just need to create a form with Bit Form and integrate it with your CRM. Bit Form has 8+ top native CRM integrations, and you can extend the integrations by using Bit Integrations. That means you can use the 30+ Bit Integrations CRM tool with Bit Form.

If you want to connect an app that Bit Form doesn’t directly support but is available through Bit Integrations, you can still link it by using Bit Integrations. This allows you to expand the range of apps you can connect.

Example: To connect your WordPress Form to Perfex CRM, set up Bit Form as the trigger and Zoho CRM as the action.

Wrap Up

Whether it’s a small business or a big eCommerce store, the integration of the CRM builds stronger relationships with customers. From automating to sending email marketing, a good CRM does the heavy lifting, allowing you to concentrate on the actual business relevance.

The right CRM takes the burden off you by automating business workflows and converting customer data into actionable insights. The success of your online business has less to do with traffic generated and more to do with creating meaningful relationships with your customers for a good lifetime. And that’s where a good CRM can help.

Automating emails, tracking consumer behavior, or improving sales: these are what the right CRM can do for you to stay ahead of the competition. For now, it is high time to get organized, optimized, and developed!

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