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5 Best WordPress CRM Plugins – A Critical Feature Review

Updated on April 21, 2017

8 Min Read
WordPress CRM Plugin
Reading Time: 8 minutes

If you do not have your customer information organized and not using WordPress CMS Plugin, not only you will lack in communication but also lose almost all the possibilities of business expansion. Yes, business is luck, but just luck will not bring you grace. You need to be up to date with the established and tested approaches of modern-day customer-focused business techniques.

Happier customer means a better reputation, more recommendation, and increased sales. Now we all know that, don’t we? But, how do you really manage all that? Even if you own a brick and mortar store, you need to stay online these days.

So, when you think of providing better service to your customers, you will need more information on them. And when you have a lot of information to manage, then you will need tools to evaluate customer relationship and how well you are actually performing to reach your respective goals.

That’s where a Customer Relationship Management (CRM) tools come in.

What Does CRM Help You Achieve?

Basically, a CRM system helps to balance the relationship between your business and your customers. You may need insights and better understandings of your customers’ behavior and it can be achieved by using a CRM. With CRM, you are able to store a lot of customer information in a single place. Most importantly, you can retrieve customer related information at any time you want so that you can provide priority services to your customers.

The Flourishing World of WordPress-Based CRM

Nowadays, CRM systems have become a must-have tool for any prospering business. There are many hosted solutions available on the market, but they are very costly. You may know that about 27% of the world’s websites are powered by WordPress. As a result, people who are using WordPress looks for plugins that can be used as a CRM system.

If you are using WordPress, here’s some good news for you! You can use your website as a CRM tool and increase the sales of your business dramatically!

There are many plugins that add CRM capabilities to your website. Before naming the few best CRM plugins available on WordPress, we should identify what core features should a CRM system have in order to make your website a success.

Core and Useful Features of a CRM System

Now, let’s begin our talk on the most important features and functionalities of a CRM. By going through and critically evaluating these features, it will be possible to determine the best WordPress CRM plugins available to download.

  1. UI (User Interface)
  2. UX (User Experience)
  3. Contact Management
  4. Company or Organization Management
  5. Activity Management
  6. Schedules
  7. Enriched Dashboard
  8. Search Options or Filtering Contacts
  9. Strong Validation
  10. Privacy and Security
  11. Contact Segmentation
  12. Task Management
  13. Mailing Features
  14. Reporting & Insights

You May Ask Why Are These Important?

Well, you should simply think about each and every single item (features) listed above. What is the first thing that comes to your mind?

A sound and powerful system focusing on customers (contacts) only, am I right? Let me clear things up for you.

UI and UX

At first, we have UI and UX. Both of them are very important for any system. If the CRM is not user-friendly, then there is no way you can call it the best CRM system for WordPress. The appearance, help text, alignment and also the navigation is very important when you are trying to provide a sound system.

Contacts Management

Customer or organization management is the most important part of a CRM as the system is all about managing the contact information. When you can get the required information in a flash, you can easily provide better service to your customers. Your quick response may provide you an additional sale.

Activity Management & Scheduling

In a CRM system, there are CRM agents who provide sales service to the customers. They require active management and scheduling so that they can be notified when priority comes. Besides that, assigning agents to different tasks or activities is very important. All this can be achieved with an active management and scheduling system.

Search and Filtering Options

While you are dealing with a large customer base, you often need to search people from a list containing thousands of contacts. You may also require filtering options to identify specific people so that you can provide specific services. That’s where the Search and Filtering option comes in handy

Enriched Dashboard with Useful Insights

A dashboard gives you a bird’s eye view of the whole system. This is an essential feature for managers as they need to get insights for taking decisions frequently.

Privacy and Security

Another important thing about a system is privacy and security. CRM systems should have proper validation, privacy to keep information available for certain people and also security to ensure data protection.

Email & Other Communication Systems

When you are trying to manage your contacts, you need to send them emails. Thus, CRM systems should have a built-in email system. Besides that, having other means of communication such as commenting, discussion and SMS is also a plus point.

Reporting

The most important feature that helps managers to take the proper decision is the reporting. A CRM must have analytics and report features so that they can be used on the go.

Best WordPress CRM Plugins

One can find a number of CRM plugins for WordPress. We have compiled a list of best CRM plugins for WordPress that are discussed below.

  1. CRM: Contact Management Simplified – UkuuPeople
  2. WP ERP
  3. WP-CRM
  4. WP-CRM System
  5. PressPoint CRM

1. CRM: Contact Management Simplified – UkuuPeople

UkuuPeople is one of the newcomers in the CRM market of WordPress. They have developed an easy to use and simple CRM system. It comes with a master list which contains all your contacts so that you can manage them properly. This plugin has only 600+ active downloads and complete 5-star rating.

You can also create tribes (a group of contacts) for segmentation. UkuuPeople allows you to interact with your contacts using touchpoints. You also create your favorite contacts as well.

Most importantly, you can add members to your team. You can also assign them to tasks and schedule meetings on the go. You can track related activities and also view upcoming schedules. There are options to attach files, share relationship data and much more.

2. WP ERP

At last, we have WP ERP, the first complete ERP system for WordPress. WP ERP comes with three powerful modules- CRM, HRM, and Accounting. The best part is – it is completely free and has thousands of active installations with a perfect rating to take the decision.

We will focus on the CRM module only for this review. This module has no limit at all, you can create as many contacts, organizations, and entries as you want. It also has an enriched dashboard which gives you a bird’s eye view of your CRM system.

WP ERP supports 44 currencies. It has a powerful contact management system with multiple listing types. The contact life state segments your contact intro four important types such as subscribers, leads, opportunities and customers. You can also create organizations as contacts.

With this CRM system, you get the ability to add notes for each of your contacts and also define access permissions. You can create CRM agents who can manage the CRM system for you.

With WP ERP, you can create group contacts to send emails. WP ERP has a built-in email communication and notification system. You can create tasks and assign tasks to your agents. Besides that scheduling meetings, emails, calls, and SMS are also possible using this CRM system.

3. WP-CRM

Usability Dynamics offers WP-CRM for free and it contains simple yet clean interface. If you are looking for a light CRM which is not developer savvy, then WP-CRM would be a good choice for you. Besides that, they have over 5000+ active installs with a 3.6-star user rating.

You can store and manage your contact list and also add custom Metadata. You can customize the form according to the data you want to collect.

There is a filtering option available for your contact list based on different attributes. This feature helps you to track down customers very easily.

WP-CRM allows you to create a frontend form to add contacts. You can easily add them to your website’s pages.

4. WP-CRM System

Another new CRM plugin for WordPress and it comes with different useful features. Using this plugin, you can manage your projects, tasks and most importantly your contacts. WP-CRM System has only 400+ active installs and 3.6 stars rating.

This straightforward and very easy to use CRM offers easy contact and project management. You can segment your contacts and opportunities. Besides that, you can break down your projects into tasks and create campaigns. The email and reporting feature also there.

WP-CRM System has a clear dashboard with a very simple overview. It contains an organized block section for each of the options, but not visually appealing at all.

5. PressPoint CRM

PressPoint CRM is a premium plugin for WordPress and it costs $550/year. There is no free version of this plugin and you find it in the WordPress.

This CRM solution contains impressive features and functionalities. It offers built-in email, contact management, individual profiles, e-commerce, events, custom forms, and opportunity management.

The best part of this fully paid plugin is the reporting feature. It can generate very strong reports. The User Interface is also very good. It gives you an enterprise solution like feel when you are using the system.

While using PressPoint CRM, you can restrict contents, generate the map and manage directories all at the same time. Basically, if you are an advanced WordPress user, you can make the best use of this plugin.

Reviews

We have identified the most important features of a CRM system and also the best CRM plugins available on the market. Now, we shall narrow things down by performing a critical evaluation.

Matching features with the CRM Systems

Feature UkuuPeople WP-CRM WP-CRM Systems PressPoint WP ERP
User Interface & Experience ✓✓ ✓✓ ✓✓ ✓✓ ✓✓
Contact Management ✓✓ ✓✓ ✓✓ ✓✓ ✓✓
Company or Organization Management ✓✓ ✗✗ ✓✓ ✓✓ ✓✓
Activity Management ✓✓ ✗✗ ✓✓ ✗✗ ✓✓
Schedules ✓✓ ✗✗ ✓✓ ✗✗ ✓✓
Enriched Dashboard ✗✗ ✗✗ ✓✓ ✗✗ ✓✓
Filtering & Searching ✓✓ ✓✓ ✗✗ ✓✓ ✓✓
Strong Validation ✗✗ ✓✓ ✗✗ ✓✓ ✓✓
Privacy and Security ✓✓ ✓✓ ✓✓ ✓✓ ✓✓
Contact Segmentation ✓✓ ✗✗ ✓✓ ✗✗ ✓✓
Task Management ✓✓ ✗✗ ✓✓ ✗✗ ✓✓
Email and Communication ✗✗ ✓✓ ✓✓ ✓✓ ✓✓
Reporting & Insights ✓✓ ✓✓ ✓✓ ✓✓ ✓✓
Customization ✗✗ ✓✓ ✗✗ ✗✗ ✓✓
Frontend Forms ✗✗ ✓✓ ✗✗ ✓✓ ✓✓
Auto Export and Import ✓✓ ✓✓ ✗✗ ✓✓ ✓✓
Product update ✓✓ ✓✓ ✓✓ 1 year ✓✓
Support ✓✓ ✓✓ ✓✓ 1 year ✓✓
Price Freemium Freemium Freemium $550 FREE

The Scoreboard

After a detailed comparison of the best WordPress CRM plugins, we can create a scoreboard. Based on this scores, we can determine which one is the most suitable for you. You may choose the best WordPress CRM plugin easily from this review.

  • UkuuPeople: 15 out of 20
  • WP-CRM: 14 out of 20
  • WP-CRM System: 15 out of 20
  • PressPoint CRM: 14 out of 20
  • WP ERP CRM Module: 19 out of 20

Final Thoughts

The review may seem suspicious to you, but we can assure you that, if you use all these plugins at the same time, you may see the differences in features.

What’s Next?

From the above scores, we have come to the conclusion that all five CRM’s are unique in their own ways. They all serve the purpose to be a good CRM plugin for your business. The thing is- we need to consider several factors while we tend to choose a system for our business. We need to depend on the system and that is why that system needs to have all the features and has to be fully organized.

So, make your own decision and find out the best CRM plugin. Our review is only to show you the features and functionalities that you may need to offer your customers a better service. From this review, you can either choose the best suitable one for your business or you can find out which one serves the purpose effectively for you. The choice is yours.

We would request you to give your opinion in the comments section provided below and also share your story of choosing the best CRM plugin for WordPress. Thank you for your cooperation.

Share your opinion in the comment section. COMMENT NOW

Mustaasam Saleem

Mustaasam is the WordPress Community Manager at Cloudways - A Managed WordPress Hosting Platform, where he actively works and loves sharing his knowledge with the WordPress Community. When he is not working, you can find him playing squash with his friends, or defending in Football, and listening to music. You can email him at mustaasam.saleem@cloudways.com

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