True customer relationship management (CRM) software helps you understand your customers and engage with them throughout the entire customer lifecycle. Here we are going to discuss 8 WordPress CRM Plugins that help you to grow your business.
This is accomplished by collecting and analyzing lots of data. From prospecting to marketing to customer service, gathering and analyzing customer data can uncover problems and reveal opportunities.
How to Choose the Best WordPress CRM Plugin
A WordPress CRM plugin is one of those tools that every company eventually ends up getting. However, some businesses only need the bare minimum, while others require advanced field customizations and powerful integrations.
Quite a few CRM plugins are available to choose from, but we want to highlight the must-have features while completing your research for CRMs. Here’s what to look for:
- A complete contact capture system with form builders and options for placing those forms on your website. This should be as easy as possible. Some things to look for include drag-and-drop builders , widgets, and shortcodes.
- Multiple databases for storing your customer information and using custom fields so that the database is suitable for your unique business needs.
- A reporting module with charts and printable reports. We like to see elements for sharing and printing, seeing as how you typically aren’t only going to be looking at the reports yourself.
- Visual pipeline management to get your customers in the customer lifecycle and see exactly how to convert them over and over.
- Messaging tools for sending out notifications to the admins and clients. This could be integrated with scheduling software or even for live chats.
- Activity logs and notes so that you can go back and see what has been talked about with your customers.
- Tagging, filtering, and search bars for easily locating the customers and groups you need.
- Apps and extensions, or some sort of integration tool for linking to other CRMs, plugins, and website platforms.
8 WordPress CRM Plugins
- HubSpot
- WP ERP
- WordPress CRM Plugin
- Web-to-Lead for Salesforce
- Bitrix24 CRM
- Contact Form 7 Zoho
- Lead Form Data Collection to CRM
- WooCommerce Customer Relationship Manager
Summary
CRM solutions can also be invaluable for highlighting underperforming customer segments and growth opportunities. We’ve only covered a handful of options above.
There are others on the market, with additional solutions being developed every day.
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