No doubt, WordPress is a great content management system when it comes to website creation and maintenance. It offers lots of customization possibilities and immensely useful features.
However, because of the constantly varying customer needs, merely creating and running your website on WordPress isn't enough to meet their requirements. It is also important to engage with your customers and keep a track of your leads to ensure your business growth. This can be achieved with the help of a CRM (Customer Relationship Management).
A CRM solution helps you know more about your customers and their needs. It places you in a good position to provide required services and support to the customers. Fortunately, WordPress plugin developers have created a number of CRM tools that help streamline your communication flow and meet other business needs in the most efficient manner possible.
Put it simply, there are some great WordPress plugins out there that enables you to integrate CRM (Customer Relationship Management) systems directly into your WP installation. Here are five CRM plugins that are worth considering:
WP-CRM - Customer Relations Management for WordPress
WP-CRM enables website owners to improve user management. This plugin manage all your website users, partners, affiliates, etc. in an organized manner via your website control panel. It even allows you to store contacts in your WordPress user database. You can even create your own lead-generating forms with custom attributes.
Let's take a look at some of its key features:
- Provides remarkable user organization, filtering and editing
- It keep a tab on incoming shortcode form messages
- Renders the ability to add new user data attributes easily.
- It comes with dynamic charts showing attributes with quantifiable data and so on.
WordPress-to-lead for Salesforce CRM
Salesforce is one of the most popular CRM available online. WordPress-to-lead plugin lets you use the Salesforce CRM, and integrates your existing Salesforce account with WordPress. Businesses using WordPress CMS, with help the WordPress-to-lead plugin, can add the lead (or case) automatically into their Salesforce CRM. And so, you no longer are required to go through the hassle of copy pasting the lead information into Salesforce – which often resulted in missing leads.
Below are a few features of this plugin you might want to take a look at:
- Keep a tab on all conversations and interactions
- Manage your contacts and tasks all at one place
- Easily sync with Gmail, Yahoo, etc.
WooCommerce Customer Relationship Manager
If you use WooCommerce to sell products from your WordPress site, then WooCommerce Customer Relationship Manager plugin is worth a try. It enables you to manage your customers quickly and in the most efficient manner possible. And the best part it even allow making calls from your WordPress backend. A few site owners, however, don't find this feature simple. So, it is recommended that you should carefully inspect how it works.
Here are a few other features of this plugin worth considering:
- Track the progress of your sales and how they're processed.
- Add customers and their information easily
- It comes with a note taking system for customers
- Send emails individually or in bulk to the customers and more.
Price: Available for $38
WordPress SugarCRM Integration
This is another great premium WordPress CRM plugin. With this plugin you do not have to endure the arduous task of managing your customers via SugarCRM individually. That's because, it combines both your work that you do on your website and the process of managing your customers, by integrating your existing SugarCRM account into your WordPress admin panel.
WordPress SugarCRM Integration features are listed below:
- Configuration page for more options.
- Provide free updates and more.
Price: Available for $5
If you've been searching for a plugin that renders you the ability to track your visitors in the most efficient manner, then WordPress Leads is the perfect choice for you. This plugin lets you track visitors activities from where Google Analytics surcease. It lets you track each and every activity of your visitors: what they do your site. Additionally, it even helps to capture lead information and enable you to manage the leads directly from your website backend, or send collected lead info into to any third-party CRM.
WordPress Leads Highlights comes loaded with features that gathers valuable lead data, such as:
- Let you know where your leads stem from geographically.
- Pages that your leads have viewed on your site.
- View past comments made by the leads on your blog.
- Learn what they've searched for on your website and more.
Customer Relationship Management plays a vital role in running any business successfully. If you've been running your site on the WordPress platform, you can easily integrate a CRM into your site with help of the plugins mentioned in this post.