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Best WordPress CRM Plugins to Uplift your Business

5 Best WordPress CRM Plugins to Uplift your Business

Once a business starts growing, tracking users individually and monitoring their activity gets super hard unless you use a CRM. A CRM tool helps you manage huge customer data, track buyers’ journeys, provide user reports and analytics, etc.

You can make data-driven decisions using these features, but you might struggle to choose the perfect CRM plugin in the first place.


Because there are many WordPress CRM plugins available online.

That’s why we have compiled a list of the best CRM plugins in this article. Keep reading to discover the CRM software that will suit your business perfectly.

But first, let’s enlighten you more about the importance of a WordPress CRM plugin.

What’s the Benefit of Using a CRM Plugin for WordPress?

While various CRM tools are available online, you might wonder why you should go for a CRM plugin? Why not some other tool or service?

Well, let’s just say that most of the CRM plugins are free to start with, and CRM plugins let you manage your audiences directly from the WordPress dashboard. It will save you the trouble of switching software once you start using a CRM plugin.

If you are still not convinced about whether you should use a WordPress CRM plugin, here are a few more key benefits of using a CRM plugin.

  • Since CRM plugins integrate directly with your WordPress website, you can easily access your contacts.
  • These plugins save you a lot of time as you won’t have to keep switching between tools and take advantage of the automation features.
  • If your business has a WordPress website, most of your employees are already familiar with it. And since CRM plugins can be handled from the WordPress dashboard, they won’t need to learn anything from scratch.
  • If you buy a CRM tool, you are limited to only the tool’s features. But with CRM plugins, you get the opportunity of integrating them with other useful plugins.
  • Many CRM plugins offer advanced features you won’t get with typical CRM software. Segmenting, filtering, automating, and sequencing are some features that make WordPress CRM plugins widely popular.
  • And most importantly, CRM plugins are cheaper than any cloud-based CRMs.

Things to Consider Before Choosing a CRM Plugin

Wouldn’t it be helpful to identify a suitable CRM plugin if you knew what to consider before choosing a CRM plugin?

We thought so.

And here’s what we think you must bear in mind before purchasing a CRM plugin for your WordPress website.

  • User-friendliness: It should be your first concern. The main purpose of using a CRM plugin is to make your job easy, not complex. So intuitiveness should be on top of your priority when choosing a CRM plugin.
  • Lead generation: A CRM plugin should not be limited to only managing customer data. Rather an idle CRM will help you with generating leads. And you should look for that in the CRM you want to purchase.
  • Data storage: CRM plugins that charge based on user amount should not be an option for you. You don’t want to keep spending money on storage. So look for CRMs that offer unlimited storage.
  • Filtering and automation features: A good CRM tool will provide you with features like segmenting users into lists, tags, etc. You should also look for automation features to get the best out of CRM software.
  • Analytical Reports: If a CRM plugin cannot help you by providing helpful insights about your users and their actions, there’s no point in using one. So look for a CRM that provides meaningful reports.

Best CRM Plugins for WordPress

While many CRM plugins are available online, not all are worth trying. That’s why choosing the right CRM plugin is difficult for anyone without proper knowledge and understanding of an ideal CRM.

We kept all the possible aspects in our consideration while making the list. And here’s what we found.

1. FluentCRM


FluentCRM is one of the fastest-growing CRM plugins out there. It’s a self-hosted CRM that can also help you with email marketing automation. By providing unique features like advanced audience filtering, segmentation and automation, this CRM plugin has crossed 20k installations in a very short period.

You can enjoy seamless integration with most of the useful plugins while using FluentCRM. And before we dig deeper into the features, here are a few important things you should know about this WordPress CRM.

  • Price: Paid plan starts from $129/Year (Free to start with)
  • Reviews on WordPress.org: 4.9+ stars out of 5
  • Active installations: 20000+
  • Compatible with: PHP version 5.6 or higher

Useful Features

  • Facilities for running unlimited email marketing campaigns from the CRM
  • Easy integration with 30 plus popular plugins, including Memberpress, Woocommerce, LifterLMS, Easy Digital Downloads, LearnDash, etc.
  • It provides detailed reports of every individual and their activities.
  • Advanced features for segmenting and filtering audiences based on their behavior, actions, purchase history, buyer’s journey, etc.
  • You can perform A/B tests on subject lines to determine which one to use.
  • Lastly and obviously, you will get detailed granular reports regarding your campaigns and funnel performances.

Should You Get It?
FluentCRM can be an excellent option for those with a large database and who need to do email marketing frequently. The sweet price point compared to the features makes it an affordable option for small businesses and charities.

2. Hubspot


Hubspot undoubtedly offers one of the best CRMs in the market. Their plugin is feature-rich, and you might spend comparatively a bit more bucks to avail all the features. This CRM lets you collect leads using the built-in form builder. Not to mention, you can easily integrate with popular lead generation plugins like Gravity Forms, Ninja Forms, Fluent Forms, etc.

You may need to pay for different features, but you will surely get everything, and more you can ask from a CRM plugin. The setup procedure of this plugin is pretty easy too; all it will take you is a few clicks and a few minutes.

Price: Free to begin with ( You have to pay for different features and subscriber amount)
Reviews on WordPress.org: 4.5 stars out of 5
Active installations: 100000+
Compatible with: PHP version 5.6 or higher

Useful Features

  • From building lists of contacts to segmenting and accessing them anytime, Hubspot lets you do all of it.
  • You can log all the actions a user on your CRM performs and later analyze them to make data-driven decisions.
  • The live chat feature lets you communicate with your audiences better and instantly.
  • Various templates are available for designing highly converting lead generation forms.
  • Integration facilities with over 300 plus helpful plugins.
  • Not to mention, you will get detailed reports about all the users and campaigns.

Should You Get It?
Needless to say, this is one of the best CRM plugins for WordPress, and it can work as an email automation tool as well. But the catch is that enjoying all the features might cost you a bit more. So small businesses should rather look for alternatives, and big businesses may consider it.



WP ERP is not just a CRM plugin but a complete solution to all HRM and accounting needs. So if you run a big business, you can use this plugin for your employees and customers.

Like any other CRM plugin, WP ERP offers a free plan too. Though the free plan offers limited features, it’s satisfactory. And you can enjoy all the features once you pay for paid add-ons.

Price: Free ( Paid plans start at $155 a year, and go up to $1120)
Reviews on WordPress.org: 4.4 stars out of 5
Active installations: 10000+
Compatible with: PHP version 5.6 or higher

Useful Features

  • This CRM not only helps you with managing contacts but also you can collect payments with it. WP ERP supports forty-plus currencies.
  • Building emails get easy as well using the pre-built templates.
  • The HR manager function takes responsibility for HR and automatically sends emails to your employees.
  • You can manage both the clients and employees from the same CRM.
  • The accountant feature lets you perform basic accounting tasks, including balance sheet and income tracking. It also provides reports on other accounting stuff.
  • You can also take advantage of paid extensions and integrations.

Should You Get It?
WP ERP does not just serve the purpose of a CRM tool; rather, it takes the responsibilities of an HR or accountant. So it can undoubtedly be a great option for those businesses who might benefit from these features.

4. Jetpack CRM

Jetpack CRM

Jetpack CRM may sound new, but it has been in the business for quite a long time. It was previously known as Zero BS WordPress CRM. This intuitive plugin is very easy to set up and use. You’ll get pretty much all the typical features of a CRM plugin, along with advanced features like a client portal.

Integrating with popular social media platforms can also be enabled if you use this plugin. It will help you to showcase social media feeds and make your business look more credible to people.

Price: Free (Paid plans start from $11/month and go up to $17/month)
Reviews on WordPress.org: 4.5 stars out of 5
Active installations: 30000 +
Compatible with: PHP version 7.2 or higher

Useful Features

  • This CRM automatically logs all the users’ actions to an individual’s profile, which helps you later with running personalized marketing campaigns.
  • You can even handle all the B2B communications from this CRM.
  • Features like creating tags and lists make it easier for you to filter audiences based on various metrics.
  • Last but not least, you can handle social sites as well using this CRM.

Should You Get It?
If you consider the price points of Jetpack CRM, without a doubt, it can be the ultimate solution for all the CRM needs of any small business. And if you are running a business, this CRM can aid you by keeping track of your B2B communications.

5. WP Fusion

WP Fusion

WP Fusion is a bit different from the other candidates on this list. It does not work directly as a CRM, rather allows you to integrate any CRM service with your WordPress website. You can integrate with popular plugins like Hubspot, MailerLite, Aweber, etc., and take full advantage of their features.

Though the free version of WP Fusion comes with very limited features, it’s well worth it because you are not spending anything. You can sync your customer data from other platforms and manage them using this CRM plugin.

Price: Free (premium plans start at &247/year)
Reviews on WordPress.org: 5 stars out of 5
Active installations: 4000 +
Compatible with: PHP 5.6 or higher

Useful Features

  • This CRM can be integrated with several plugins, including MailerLite, Mailchimp, and many more. So you can run email marketing campaigns using the CRM plugin.
  • You can buy various add-ons as well to be able to track different metrics using this plugin.
  • To segment users, you can automatically add tags to their profiles based on their actions.
  • The widgets feature lets you redirect a user to any page you want.
  • Not to mention, WP Fusion offers 24/7 customer service.
  • Form building and lead generation facilities.

Should You Get It?
WP Fusion won’t disappoint someone who’s looking for an intuitive CRM plugin. It’s easy to set up and use this plugin. It’s affordable too. But for those looking for feature-packed CRM, this might not be an ideal option.

Wrapping Up

As we have stated earlier, choosing the ideal CRM is very tricky. You need to consider many things and check if it’s within your budget too. Hopefully, this article helped you understand what to look for in a CRM plugin.

Which CRM plugin you choose for your WordPress website is totally up to you. We hope you make the best decision. Don’t forget to let us know in the comments if you think some other plugin is worthy of being on the list.


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