Looking for the best CRM WordPress plugin for your site?
CRMs can help you streamline your entire sales process and crush your sales goals. But they all seem to have such a steep learning curve. How do you get started quickly without spending a ton of time learning how to use the software?
A WordPress plugin is a great way to make sure your CRM dashboard shows up inside your site. So, using a plugin should already make things a little bit simpler for you, right?
Wrong! Most CRM plugins simply connect your WordPress site to the main CRM software to save leads that your contact forms collect. Adn you end up with the exact same problem.
In this article, we’re going to give you the best CRM WordPress plugin for your site. Our top recommendation is ridiculously easy to use. We’ll even give you a few alternatives to try out.
Sounds good? Let’s dive in.
Best CRM WordPress Plugin
A CRM WordPress plugin can be pretty expensive. That’s why we narrowed the list down to the best in the business. We tried these plugins so that you don’t have to.
FunnelKit is the best sales funnel builder for WordPress. But apart from that they also have a full blow CRM solution to automate your sales process. This makes it one of the best lead generation plugins in WordPress.
FunnelKit offers pre-built funnels with fully responsive designs. So, they look amazing on any device. As you can see, different templates have a different number of pages. We’re recommend using a template with 4 pages in the sales funnel. But you can create a custom funnel with as many steps as you like.
At the same time, you also get a full CRM with:
- Rich customer profiles
- Email and SMS marketing automation flows
- Segmentation rules
- A/B testing for all automations
- In-depth analytics
And so much more!
The HubSpot WordPress plugin comes with a built-in Customer Relationship Management (CRM) tool. It’s one of the best WordPress newsletter plugins because you get a single software to capture, segment, and automate your email list.
If you’d like to supercharge your email listing building activities, you should also check out their email marketing tools. The coolest part about HubSpot is that you can use their entire software suite to grow your business. And all their solutions integrate seamlessly. So, you can happily invest in all their products.
Salesflare is a simple and easy-to-use CRM WordPress plugin for small businesses. You can get started with Salesflare really quickly. There are only a handful of core features that help you streamline your sales process. You only get important features that are relevant to growing a small business.
Why is this important? Enterprise software will always have features that a small business will never need. With a simple CRM WordPress plugin, you need to:
- Collaborate with team members
- Add tasks to automate a part of your sales funnel
- Set up custom fields to send personalized messages
- See live notifications for new leads and closed clients
- Get detailed analytics and insights on your sales funnel
And you can get all these features from Salesflare. What’s even better is that you get 1000+ platform integrations to automate your sales process even further.
Pipedrive is a sales-driven CRM software for businesses that aims to make sales a more visual process. The vast majority of small businesses struggle with sales because they stick to spreadsheets.
Nothing against spreadsheets, but it’s difficult to create automations, organize leads, and create custom sales pipelines using a spreadsheet. You get a huge selection of integrations for Pipedrive right away and the number of integrations keep increasing.
The coolest bit is that you can manage the CRM from their Android and iOS apps as well. So, if you’re on the move and you can’t access your WordPress dashboard, you can still collaborate with your entire team easily. This makes Pipedrive a great choice for businesses with outdoor sales teams or even remote sales teams.
You can use the CRM WordPress plugin, or you can connect your WordPress form plugins to the CRM using Zapier.
Freshsales is another popular CRM WordPress plugin. Even though it’s not built specifically for small businesses, it’s easy to set up and use. You can use to send personalized sales messages, increase conversions, grow engagement rates, and shorten your sales process using automation.
You get an AI-based lead score that helps you go after sales that are easy to close quickly. Having this insight helps you quickly grow your revenue by prioritizing leads that convert. The dashboard allows you to easily manage your contacts and get detailed insights to improve your sales process.
Freshsales offers both web app and mobile app versions to help you collaborate with your team on the go. As with all the other CRM WordPress plugins on this list, you also get multiple integrations with third-party apps.
Which One’s the Best CRM WordPress Plugin?
Hands down, FunnelKit Automations is the best CRM WordPress plugin. If you consider the balance between price, performance, and features, there’s really no contest. We recommend that you go ahead and start automating your sales cycle right away. You should also check out our guide on how to set up a viral giveaway to supercharge your social media following.
But social media isn’t the only way to bring in more traffic and get more leads.
A simple way to do that is to start using push notifications. Sending push notifications is a great way to generate repeat traffic for your site. If that’s something you’re interested in, you should check out these articles as well:
- Push Notification Cost: Is It Really Free? (Pricing Analysis)
- How to Get More Traffic to Your WordPress Blog (9 Easy Ways)
- How to Boost Your Web Push Notification Opt-In Rate (7 Ways)
- How to Add a Web Notifications WordPress Plugin to Your Site
We recommend using PushEngage to send your push notifications. PushEngage is the #1 push notification software in the world. So, if you haven’t already, get started with PushEngage today.