• Apophia Kada

The Best WordPress Plugins For Your CRM

For any business to excel, it needs more than financial support. Every business ought to cultivate relationships with its employees and customers.


Good relationships are built only when customers are taken good care of. Customers should not struggle while browsing for your products and or services. Short of a healthy relationship, the ramifications are hurtful as the business will lose revenue, profits, support and referrals.


To have firm relationships with your customers, you need to have the right CRM software that will help you capture relevant data that will help you to identify the key potential customers, and how best you can improve your customer experience.


Plugins make processes more efficient by fixing the critical to customer-facing interactions. The fixes are possible through restructuring business processes, making it easy for teams to take care of website interactions, queries, and searches, increased support to customers, tracks interactions and transactions, and eases connections with prospects and leads.



What you need to consider while choosing a CRM plugin for your business;

  • An easy to use complete capture system with form builders and options for placing forms on the website

  • One with multiple databases for storing client information

  • Must have messaging tools

  • One with a recurring revenue stream and invoicing tools to get money from clients

  • A reporting module with charts and printable reports

  • Allowing integration with other tools

  • A clean interface for administration and clients

  • One with activity logs and notes

  • A plugin that allows tagging, filtering and search bars

  • Visual pipeline management to get your customers in the life cycle


The best WordPress plugins for your business

We know you need the right WordPress plugins for your business, and that’s why we are here; you don’t have to worry because Monkeypesa got your back.


1. WP ERP

WP ERP is a plugin that is good for both small and large enterprises. WP ERP offers accounting, customer relationship management and Human Resource Management solutions. Additionally, it has modules to support all these solutions.


The beauty about WP ERP is that you don’t have to pay any single money to get started because it has a free version that has most of the vital tools that you might need to keep in touch with your customers and keep your conversations going, for example; holiday calendars, location tools and information management and contact groups.


This WP ERP WordPress plugin has several features that make good for use by all kinds of businesses ranging from small businesses to large business; these features are like;

  • Over 40 currencies are used to collect money in the form of payments from clients.

  • Fast email notifications when sending out to clients

  • Allows setting up a complete company profile

  • Allows managing locations, sharing announcements and handling employee benefits

  • Easy clientele management and customer life cycles

  • Allows making notes, activity reporting and many other features.

Regarding prices, there is a free core version. However, there is a premium plan with more beautiful features and is efficient enough. It ranges from $112 to 714 dollars per year.

2. HubSpot WordPress Plugin

Your life becomes easier if you get to use the Hubspot plugin. It is a free core plugin that connects your WordPress website to your HubSpot CRM account. That is more like a two in one benefit that provides you with an opportunity to send out contact information to all your contact management tools. It is a finder's heaven for CRM Automation.


Hubspot has features like live chats, a contact management platform, great form builder, drag and drop builder, predesigned email templates, automated emails and email marketing free forms which can easily reorganize, capture and engage your visitors.



Additionally, the HubSpot plugin allows you to view your analytics inside the WordPress dashboard and combines with other popular solutions like Gravity forms, Zapier, stripe and Woocommerce. And with HubSpot, you don’t have to worry about the prices because it is free. So far, it has over 100,000 companies and businesses that are using it. So why wouldn’t you want to grab such an opportunity to grow your business while maintaining customer relationships at a free cost?


3. Jetpack CRM

One of the best CRM plugins gives CRM access straight from your WordPress to the administration area. In addition, jetpack has efficient tools that help you track your customers and leads who interact with your website.



Additionally, jetpack allows users to make contacts from form responses, then segment and tag contacts; this allows to have captured the history of the contacts and leads so that frequent communication is maintained. Jetpack also gives a handful of paid extensions and these allow attaching what you have experienced to your specific needs. Looking at prices, paid extensions go for $29 to approximately 79 dollars but there are also single-site plans which go for $11, $17 and $30 per month.


4. WordPress CRM plugin

This is a WordPress plugin that provides all the features you want and goes ahead with your dashboard. It is easy to use and has options to expand paid addons like Zapier, WooCommerce and invoicing extensions.



The standard core plugin allows unlimited storage of the contact data. It also has tools for managing projects, exporting and importing records, keeping up with market updates, and delegating individual tasks for employees.


CRM plugin features:

  • Unlimited contact management

  • Comprehensive reporting about company performance

  • Easily combined with other addons like slack, gravity forms

  • Comprehensive and wide reporting platform

  • It’s easy to develop and user friendly

  • Supports the use of many languages to allow its diverse use

  • Allows notifications

  • Imports large CSV files

  • There are project management essentials and custom fields.

There is a free version however there is also a premium version that goes for $99 annually.

5. UpiCRM

UpiCRM is a free CRM version dedicated to lead and manage all your solutions for a wordpress website. UpiCRM is easy to setup good for site owners who want light weight solutions and important CRM functionality. UpiCRM has tracking tools that are intelligent and can easily collaborate with other tools and also it has data management features. It allows tracking customer data so that you can up your marketing and sales game.


Run your business better with software built to grow with you from startup to fortune 500


Features of UpiCRM

  • Keeps track of leads

  • Assigns leads to team members that is more like task delegation

  • Keeps track of traffic sources for leads and what they interact with mostly on the website

  • Has KIPs and beautiful dashboards

  • Allows managing all contacts in a single central place

  • Easily combines with existing software

  • Elegant interface

  • Lists can be imported from other data bases

  • Documents customer life cycle

  • Spotless reports and analytics

  • Hard spreadsheets and manual reports are cut off

  • User roles set by features

  • URL tagging feature

  • Incorporates URL builder

  • Automatic notifications and clean mobile transfer


6. WooCommerce Customer Relationship Manager

Woocommerce has contact information management but also tracks orders, adds customer notes, sends out emails, and does calls.



Features of WooCommerce

  • Gives full CRM experience

  • Includes guest customers for better ideas

  • Automatic emails

  • Provides many search parameters

  • Provides logins for the cash spent

  • Captures customer notes for tracking what is done on the website

  • Ability to make calls

  • Has branded emails

  • Allows importation and exportation of customer-related information


Introducing MonkeyPesa CRM

MonkeyPesa CRM is in the bracket of an all-in-one business automation tool. From sales marketing, automation or customer support. With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you.


The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.


MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Invoicing and billing

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.


The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. Invoicing and billing system helps track time. And the real estate system helps real estate companies to get property, landlord management, tenant and the necessary automation.

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