It is difficult for you to manage your business effectively if your website doesn’t have the assistance of tools. For this reason, we offer some useful suggestions to handle your issue.

The reason why you need to have a WordPress CRM Plugin

If you’re running your business, you need to cover multiple roles in customer management, tracking all leads, invoicing, and more. To take on these things better, you will need to use a Customer Relationship Management (CRM) system, which can be created by the rich source of WordPress CRM Plugins on the internet. In today’s article, we will recommend the best WordPress CMR Plugin that helps you easily to choose. Let’s take a look!

Top Useful WordPress CRM Plugin

WP ERP

WP ERP

WP ERP is one of the most famous CMR plugins in today’s collection. This plugin provides lots of basic CRM features, personnel management options, and accounting functions. In addition, thanks to powerful features, you can control customers and employees as well as easily duty cash flow.

Features:

  • 44+ Currency Support
  • Manage locations
  • Add and list departments
  • Implement a personalized approach
  • Keep a log of every detail
  • Make company profiles
  • and more.

Highlights:

  • Good product
  • Work well.

CRM and Lead Management by vcita

CRM and Lead Management by vcita

CRM and Lead Management by vCita make you link up to the WordPress website to third-party CRM. In addition, this plugin also supports you in save customer information, make appointments, and even make plans for company events.

Features:

  • Double the number of new sales opportunities
  • Organize, search and edit client information
  • A secure 24/7 client portal offering account updates
  • Manage your business calendar
  • Invoice templates and online payment collect
  • and more.

Highlights:

  • Easy installation.

Lead Form Data Collection to CRM

Lead Form Data Collection to CRM

CRM WordPress Leads is regarded as the most straightforward WordPress CRM plugin for users. The plugin enables you to push information collected with a structure inserted into your WordPress website.

Features:

  • Generate forms with or without 3rd party web form
  • Embed forms in page, post
  • Captures potential leads to Zoho CRM
  • Notification of Lead Capture
  • Google Captcha to avoid spam
  • and more.

Highlights:

  • Great support
  • Fantastic product
  • Work nicely.

Agile CRM

Agile CRM

With Agile CRM, you can easily conduct multiple roles such as follow, contact control, web examination, two-way messages, communication. Moreover, by using advanced integrations and widgets, this WordPress CRM plugin looks at customer data from different other business apps under one page.

Features:

  • Automate marketing, sales, and customer retention process
  • Convert website visitors directly
  • Enable omnichannel communication
  • Monitor customer behavior
  • View customer data from various other business apps
  • and more.

Highlights:

  • Save time
  • Work well
  • Handle plugin.

Zero BS WordPress CRM

Zero BS WordPress CRM

There are many extensive features that were integrated into this plugin. You can use it for both large businesses and small companies. In addition, Zero BS WordPress CRM allows you to monitor customer information right inside WordPress and can save location and contact profiles, and notes of each customer.

Features:

  • Add and manage customers, quotes
  • Multi-currency available
  • Language translation-ready
  • Customer records with contact information
  • Record transactions against a customer
  • and more.

Highlights:

  • Excellent support
  • Powerful tool
  • Simple to use.

WP CRM System

WP CRM System

WP CRM System supports you the ability to trade with your customers in an easy way. In addition, You can quickly create new contacts from available users on your site with just one click. What’s more, it is also translated into other languages such as Spanish, Russian, and Polish.

Features:

  • View contact’s order history from the record
  • Connect over 750 different apps
  • Display status of projects, tasks, and invoices
  • Subscribe contacts to your MailChimp list
  • Attach files from Dropbox account
  • and more.

Highlights:

  • User-friendly plugin
  • Prompt and helpful.

Conclusion

We hope that this post will be useful for you and you can get the best WordPress CRM Plugin for your site. Don’t hesitate to share it with your friends who also want to promote their business. In addition, you can visit our free WordPress Themes to refer to more great plugins for your website.

Thank you for reading. Please leave a comment below, if you have any questions. We will reply as soon as possible!

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