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
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.
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.
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
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
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:
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.