If this is the case, knowing how to integrate your CRM with the most widely used web management platform in the world is a priority.

In this article, you will learn the benefits of integrating a Customer Relationship Management (CRM) software with WordPress, and how to do it in just a few minutes.

What are the benefits of a CRM with WordPress?

Flexibility and Personalization

WordPress is a highly flexible platform that allows you to customize the CRM to your business's specific needs. You can easily add or remove features using plugins and themes.

Integration with Existing Tools

A WordPress CRM easily integrates with a wide variety of tools and services, such as email marketing systems, e-commerce platforms, and automation tools, making it easy to centrally manage all your operations.

Reduced Costs

Using WordPress as the foundation for your CRM can be more cost-effective than purchasing dedicated CRM software. Many WordPress CRM plugins are free or relatively low-cost compared to standalone solutions.

Ease of Use

The WordPress interface is intuitive and user-friendly, making it easy for your team to adopt the CRM without the need for extensive training.

Scalability

As your business grows, you can scale your WordPress CRM by adding new features and capabilities without having to switch platforms.

How to have a CRM inside WordPress ?

The only way to make lemonade is by using lemons, and the most practical way to integrate a CRM with WordPress is by using a plugin from the WordPress.org repository.

A plugin is a tool that adds custom features to your website management platform, in this case, WordPress, and is the quickest and easiest way to:

• Streamline the setup of contact forms or landing pages for data capture within WordPress
• Integrate live chat features for websites that are typically included in professional CRM plans
• Optimize the analysis of the most important marketing indicators when working with Customer Management Software

Creating a CRM with WordPress can be a great way to manage your customer relationships in an efficient and personalized way. WordPress, being a flexible and extensible platform, allows the integration of various tools and plugins that can transform your website into a powerful CRM.

Do it yourself: Create a CRM with WordPress

If you prefer to have full control over your CRM and customize it to your specific needs, you can choose to create your own CRM using WordPress. Here are some steps to get started:

WordPress Installation

If you don't have a WordPress site yet, the first thing you need to do is install WordPress on your server. You can do this manually or by using automatic installers offered by many hosting providers.

Choosing a suitable topic

Select a theme that supports the CRM features you want to implement. There are many themes available that are specifically designed for business and customer management.

Setting up users and roles

Set up users and roles on your WordPress site so that different members of your team can access and manage client information based on their permissions.

Creating custom forms

Use plugins like Gravity Forms or Contact Form 7 to create custom forms that allow you to collect detailed information from your customers.

Customer database

Set up a database on your WordPress site to store and manage your customer information. You can use plugins like Advanced Custom Fields to add custom fields to your database.

Use plugins

One of the great things about WordPress is the wide variety of plugins available that can help you turn your site into a full-fledged CRM. Here are some recommended plugins:

WP-CRM System

This plugin is a complete CRM solution that allows you to manage contacts, projects, tasks, and marketing campaigns directly from your WordPress dashboard. It is easy to use and highly customizable.

Zero BS CRM

A lightweight and powerful plugin that offers essential CRM functionalities like contact management, lead tracking, and reporting. It also integrates with other popular WordPress plugins.

HubSpot

The HubSpot WordPress plugin allows you to integrate HubSpot's powerful CRM tools with your WordPress site. You can manage contacts, automate marketing, and analyze campaign performance all in one place.

Jetpack CRM

Developed by Automattic, the same company behind WordPress.com, Jetpack CRM offers a robust solution for managing your customer relationships. It includes features like contact management, invoicing, and sales tracking.

Connect other tools

To maximize the efficiency of your WordPress CRM, it's important to integrate it with other tools you're already using in your business. Here are some ways to do that:

Integration with customer support tools

If you use customer support tools like Zendesk or Freshdesk, you can integrate them with your WordPress CRM to manage support tickets and maintain a complete history of your customer interactions.

Integration with email marketing tools

Connect your WordPress CRM with email marketing tools like Mailchimp, Sendinblue or ActiveCampaign to automate your email campaigns and manage your subscriber lists.

Integration with automation tools

Use services like Zapier or Integromat to connect your WordPress CRM with other apps and automate workflows. For example, you can set up automations to add new contacts to your CRM when someone fills out a form on your site.

Integration with analysis tools

Connect your CRM with analytics tools like Google Analytics to gain insight into your customers’ behavior and the performance of your marketing campaigns.

6 Popular and Trusted CRM Plugins

1. WooCommerce

WooCommerce is the most popular eCommerce platform on the web, extensible, adaptable and open source.

30% of all online stores are powered by WooCommerce.

Although its main design is focused on the management of online product stores, it allows you to combine extensions to expand functions, for example:

• Setting up shipping and tax costs 
• Create discount coupons to offer special promotions
• Generate reports on your warehouse stock

WooCommerce is available for free with limited but basic features. There are also paid plans that can be a “lifesaver” if your CRM provider doesn’t have a comprehensive plugin.  

2. Hubspot

HubSpot is an all-in-one platform that offers free CRM, marketing, sales, and customer service products.

In its paid version, you will find a very complete tool that covers all the essential CRM areas for a growing company, such as:

• Form builder to create popups, banners and embedded forms.
• Live chat and chatbots. All chats are automatically logged in the CRM.
• Built-in analytics, meaning the plugin automatically enriches a contact's profile with public information from across the web, such as their workplace and social networks.

3. Zero BS CRM

Zero BS CRM aims to be a solution for startups that have not hired a CRM service, but need to improve their customer management system.

The idea is to turn WordPress into an almost free CRM for:

• Managing Clients
• Generate invoices and quotes

4. Gravity Forms

Among the best specific plugins is Gravity Forms , a plugin for managing both simple and advanced forms.

What makes Gravity Forms stand out is the possibility of expanding its functions:

• Integrate email marketing platforms (another very important module in a CRM).
• Install plugins to receive online payments. 
• Link CRMs to conduct surveys. 

5. WP ERP

Like Zero BS, WP ERP is a “self-hosted” plugin that you will need to configure within WordPress. 

It consists of three main modules:

• CRM Functionality
• HRM (human resource management)
•  Accounting solutions

Each module has its price and features, so you can purchase them separately according to your needs.

Being a WordPress-based solution, you will need to spend time setting it up.

6. UPI CRM

Plugin that allows you to collect data from potential customers and manage forms. Although it is “self-hosted”, it is easy to install and compatible with specific plugins such as Contact Form.

It is a free plugin and its main functions are:

• Assigning new leads
• Data analysis and monitoring
• Possibility to export data to Excel

Ready to get a CRM with WordPress?

Integrating a CRM with WordPress is a strategic move to facilitate your company's customer management process.

Providers like HubSpot, Salesforce, and Zoho all have comprehensive plugins that make the setup process very easy, while also supporting a large number of specific plugins.

If you haven't yet decided which CRM software to choose, it's time to do some research and take the plunge. Visit our online software comparison platform to find the option that best suits your needs. There you will find a list of the best CRMs and you can receive free advice.