CRM with WordPress: 9 Best Plugins in 2023

When it comes to managing customer relationships, having a reliable CRM (Customer Relationship Management) system is crucial. And if you're using WordPress as your website platform, you're in luck! There are several powerful CRM plugins available that can seamlessly integrate with your WordPress site and help you streamline your customer interactions. In this article, we'll explore the 9 best CRM plugins for WordPress in 2023.

Table

1. WP-CRM System
1. Powerful CRM functionality for WordPress
2. Zapier
1. Integrate your CRM with hundreds of apps
3. WooCommerce
1. Manage customer relationships within your online store
4. Easy Digital Downloads
1. CRM solution for digital product sellers
5. Client Area
1. Create a secure client portal for CRM interactions
6. Less Accounting
1. Sync your CRM with accounting software
7. MailChimp Sync
1. Connect your CRM with MailChimp for email marketing
8. Invoicing
1. Manage invoices and payments within your CRM
9. Custom Fields
1. Add custom fields to your CRM for personalized data

1. WP-CRM System

Powerful CRM functionality for WordPress

WP-CRM System is a comprehensive CRM plugin that offers a wide range of features to help you manage your customer relationships effectively. With WP-CRM System, you can easily create and manage customer profiles, track interactions, and even set up automated email campaigns.

One of the standout features of WP-CRM System is its ability to integrate with other popular WordPress plugins, such as WooCommerce and Easy Digital Downloads. This allows you to seamlessly manage your customer relationships within your online store.

2. Zapier

Integrate your CRM with hundreds of apps

Zapier is not a CRM plugin itself, but it's a powerful tool that allows you to connect your CRM with hundreds of other apps and services. With Zapier, you can automate tasks and workflows, ensuring that your CRM data is always up to date and synchronized with other tools you use.

Whether you want to automatically add new leads to your CRM from a form submission, or send CRM data to your email marketing platform, Zapier makes it easy to create these integrations without any coding knowledge.

3. WooCommerce

Manage customer relationships within your online store

If you run an online store with WordPress, WooCommerce is a must-have plugin. But did you know that WooCommerce also offers CRM functionality? With WooCommerce, you can easily manage your customer relationships, track orders, and even send personalized emails to your customers.

4. Easy Digital Downloads

CRM solution for digital product sellers

If you sell digital products on your WordPress site, Easy Digital Downloads is the go-to plugin for managing your sales and customer relationships. With Easy Digital Downloads, you can track customer purchases, manage licenses, and even offer customer support directly from your WordPress dashboard.

Easy Digital Downloads also integrates with other CRM plugins, such as WP-CRM System, to provide a complete CRM solution for digital product sellers.

5. Client Area

Create a secure client portal for CRM interactions

If you need to provide a secure and private area for your clients to interact with your CRM, the Client Area plugin is the perfect solution. With Client Area, you can create a dedicated client portal where your clients can access their profiles, view invoices, and even communicate with you securely.

Client Area also offers advanced features such as file sharing and project management, making it a versatile CRM plugin for businesses that require a high level of client interaction.

6. Less Accounting

Sync your CRM with accounting software

Managing your CRM and accounting separately can be a hassle. That's where Less Accounting comes in. Less Accounting is a CRM plugin that seamlessly integrates with popular accounting software, allowing you to sync your CRM data with your financial records.

7. MailChimp Sync

Connect your CRM with MailChimp for email marketing

Email marketing is an essential part of any CRM strategy. With the MailChimp Sync plugin, you can easily connect your CRM with MailChimp, one of the most popular email marketing platforms.

MailChimp Sync allows you to automatically sync your CRM contacts with your MailChimp lists, ensuring that your email marketing campaigns are targeted and personalized. You can also track email opens and clicks directly within your CRM, giving you valuable insights into your email marketing performance.

8. Invoicing

Manage invoices and payments within your CRM

If you need to manage invoices and payments within your CRM, the Invoicing plugin is a great choice. With Invoicing, you can easily create and send professional invoices to your clients, track payment status, and even accept online payments.

Invoicing also integrates with popular payment gateways, such as PayPal and Stripe, making it easy for your clients to pay their invoices directly from your CRM.

9. Custom Fields

Add custom fields to your CRM for personalized data

Every business has unique CRM needs, and sometimes the default fields in CRM plugins are not enough. That's where the Custom Fields plugin comes in. With Custom Fields, you can easily add custom fields to your CRM, allowing you to collect and store personalized data about your customers.