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Best CRM for WordPress

CRM systems are powerful on their own. But when used in conjunction with your WordPress site, your CRM can become the command center for your entire business. Our researchers took a deep dive into CRM software, particularly those that work well with WordPress, to help you make the best choice from day one. In doing so, the clear winner is Hubspot’s CRM software because it has a comprehensive free plan and is an excellent all-in-one solution that works for all types of businesses.

The Best WordPress CRM for Most

HubSpot logo

HubSpot

Best for Most

With multi-level plans for marketing, sales, customer service, and CMS, HubSpot is a great CRM for any size business.

HubSpot takes the cake as the best WordPress CRM because of how accessible it is— even if you’re a small new business you can start using its customer management tools for free— and because of how feature-rich it is throughout its free and paid tiers. 

From the start, HubSpot is designed to streamline the way you and your customers communicate. Once you upload and activate the plugin on your WordPress site, you can start creating beautiful pop-ups and contact forms, gathering data on which sales strategies are the most effective, and even adding live chat support on your site to ensure you’re answering your customers’ every question. HubSpot is also designed to work seamlessly with WooCommerce and Stripe, so you can easily manage your day-to-day customer transactions automatically.  

The Best CRM for WordPress Options to Consider

  1. HubSpot CRM – Best for Most
  2. Jetpack CRM – Best for a simple CRM solution
  3. Salesflare – Best for B2B sales
  4. Salesforce – Best for capturing leads at scale
  5. WP ERP – Best free WordPress CRM

When it Makes Sense to Invest Into A CRM

There’s no doubt a CRM system can help propel your business in the right direction by enabling you to build strong relationships with your customers. 

But when is the best time to invest in one? A customer relationship management system helps you save time and equips you with the tools you need to capture key contact information, live chat, and analytics. 

If your business has grown large enough that you:

  • Spend too much time managing your customer relationship data instead of spending on more ROI-positive tasks
  • Need to streamline your CRM process and want to cut hours
  • Want a better way to keep track of your audience that goes beyond the basics of a simple spreadsheet or word document
  • Are losing out on sales that could be retained with a centralized system
  • Need to provide your customers with a more personalized experience
  • Have a customer churn rate significantly higher than it should be
  • Are losing valuable customer data and don’t really know how to measure your team’s performance

Then it’s likely time to invest in the right CRM. With it, you and your team will be able to juggle tasks like the daily upkeep of effective email marketing strategies, outreach efforts, provide chat support, and gather useful data on actions your customers take on your site—all while streamlining the business tasks that were once time-consuming. 

Moving forward, the question then becomes: Which CRM is right for my business needs? Well, let’s answer that question in more depth now. 

#1 – HubSpot CRM — The Best for Most

HubSpot logo

HubSpot

Best for Most

With multi-level plans for marketing, sales, customer service, and CMS, HubSpot is a great CRM for any size business.

The HubSpot WordPress CRM is a powerful tool that enables you to keep a pulse on all your customer interactions. With it, you can get a wide-lensed view of your whole customer journey and your backend workflow. 

HubSpot integrates with over 500 tools that include anything from WooCommerce, Siteground, MailChimp, Facebook Messenger, Shopify, Eventbrite, and Canva. It’s a great free tool for businesses that are trying to get a handle on their customer relationships on a budget, but with plenty of space and additional features for scaling in the future. 

HubSpot stands apart because of how easy it is to use. Once it’s plugged in, your back-end WordPress dashboard is enriched with plenty of analytics, real-time notifications, and a comprehensive view of your sales pipeline.

With its contact manager feature, you can keep track of every interaction you’ve had with prospective customers as well as your team’s performance. To sweeten the deal, the free HubSpot tier has no cap on users or contacts. 

It goes without saying HubSpot is a must-have tool for businesses in the startup phase all the way through to enterprise-level operations. 

HubSpot offers different pricing tiers—including free options—for four different plans. Here’s how it breaks down.

Marketing

  • Free
  • Starter – $45 a month billed yearly
  • Professional – $800 a month billed yearly
  • Enterprise – $3,200 a month billed yearly

CRM and Sales

  • Free
  • Starter – $45 a month billed yearly
  • Professional – $450 a month billed yearly
  • Enterprise – $1,200 a month billed yearly

Customer Service

  • Free
  • Starter – $45 a month billed yearly
  • Professional – $360 a month billed yearly
  • Enterprise – $1,200 a month billed yearly

CMS

  • Professional – $270 a month billed yearly
  • Enterprise – $900 a month billed yearly

Bundles

  • Starter Growth suite- $50 a month
  • Professional Growth suite- $1,343 a month
  • Enterprise Growth suite- $4,200 a month

With HubSpot, you have plenty of payment options and plans according to your business needs. If you don’t already see a plan that fits your criteria, it provides a handy Calculate Your Price feature that enables you to personalize a bundle for your team. 

I recommend you take the time to look through each tier to get familiar with the features offered. While the free tiers are great for smaller businesses getting their start, they can be limiting in terms of the features you get access to. 

Ready? Get started getting a better handle on all your customer management needs with HubSpot here. 

#2 – JetPack CRM — The Best for A Simple CRM Solution

Wordpress logo

Jetpack CRM

Best for A Simple CRM Solution

Just like the Jetpack WP plugin, you’ll love how Jetpack CRM integrates with your website. Try for as low as $11 per month.

If you use WordPress then you’re probably familiar with how useful the Jetpack Plugin is in helping you manage your site. Well, it now offers Jetpack CRM, a simple solution you can use to lead your sales efforts. 

Once you upload the plugin, you can easily import a CSV with all your previous sales information. 

It’s ideal for ecommerce sellers who use WooCommerce, freelancers managing numerous clients at a time, non-profits, and small businesses trying to increase their sales rates. You can easily create a contact database through contact forms, use tags to organize your prospects, and get a bird’s eye view of all your interaction history.

Jetpack CRM does come with plenty of extensions, but you do have to pay a fee to get access to those. If you’re already comfortable using Jetpack to take care of your site’s needs, going with a Jetpack CRM option can prove to be a no brainer. 

Your CRM dashboard lets you send quotes, invoices, and keep track of customer billing. You’re even able to create client portals where your customers can have access to billing information. 

Jetpack’s additional features include social integrations, activity logs, proposals, and developer guides if you want to personalize your CRM further.

Jetpack offers four pricing levels:

  • Freelancer – $11 a month billed annually
  • Entrepreneurs – $17 a month billed annually
  • Elite – $30 per month billed annually
  • Reseller – $5.40 per site per month billed annually

At a glance, it’s pretty easy to see how affordable Jetpack’s CRM plans are. You can start as low as $11 a month for use on one site, with four CRM extensions and 12 months of dedicated support. 

You always have the option of taking Jetpack CRM for a spin as they offer a 14-day money-back guarantee. 

If you already love Jetpack and want to use it as a simple CRM solution, get started and download the plugin here. 

#3 – Salesflare — The Best for B2B Sales

Salesflare logo

Salesflare

Best for B2B Sales

Got a large customer database to keep organized? Salesflare has you covered, reducing data-gathering time by up to 70%.

Less work and more sales pretty much sum it up for Salesflare, a powerful CRM tool that goes out of its way to store customer data as you interact with them. 

With it, you can reduce the time you spend gathering customer information by as much as 70%. That’s a lot of time that can be invested in more ROI-driven tasks.

You can automatically log phone calls and meetings and keep an organized set of folders for each and every customer on your roster. Follow-ups are made easy once you base them off click-through rates, tracking their activity on your website, and email opens. 

Salesflare integrates with WordPress for an easy-to-use dashboard that helps you manage your leads and ultimately increase sales. But the fun doesn’t stop there. The simplicity of Salesflare integrates with tools like MailChimp, Quickbooks, Slack, Drip, Basecamp, and more. 

In short, Salesflare is a great CRM tool to have at your fingertips if you manage a large customer database that you need to automate and organize. 

Salesflare lets you choose from three main price tiers according to the number of users you’ll need and the features you want access to. Here’s a quick breakdown:

  • Growth – $29 per user per month billed annually
  • Pro – $49 per user per month billed annually
  • Enterprise – $99 per user per month billed annually

You can also try Salesflare for free, or book a one-on-one demo with someone on their team. 

Get started with Salesflare here. 

#4 – Salesforce — The Best For Capturing Leads At Scale

Salesforce logo

Salesforce

Best for Capturing Leads At Scale

Ready to scale up your lead generation? Salesforce’s WP plugin supercharges your website to capture and store as many leads as you want.

I wouldn’t be surprised if you’ve already heard about Salesforce, as it’s one of the top CRM tools on the market.

Over 100,000 businesses have used it to refine their sales pipeline with features like sales forecasting, email marketing automation, opportunity management, and a mobile app that lets you access your dashboard so you can work on-the-go. 

If there’s one thing Salesforce is definitely good at, it’s capturing leads through your WordPress site. With its Brilliant Sales-to-Lead for Salesforce plugin, you can start capturing leads through your contact forms and feed them straight into your Salesforce database. 

Once you configure your opt-in forms to look exactly how you want them, all you have to do is insert the shortcode anywhere you want on your WordPress site. Its visual dashboard is designed so you get a wide-angled view of your workflow that you can easily modify with their drag-and-drop builder. 

Be aware, Salesforce is a robust CRM with plenty of features and integrations. So while it might not always be the best choice for smaller businesses on a budget, it’s definitely equipped to handle all your lead management needs at scale. 

  • Essentials – $25 per user per month billed annually
  • Professional – $75 per user per month billed annually
  • Enterprise – $150 per user per month billed annually
  • Unlimited – $300 per user per month billed annually

Before you commit to anything, you can definitely take advantage of their 30-day free trial. You’ll be able to manipulate pre-filled data or add your own, as well as have access to live onboarding webinars. 

Otherwise, seats start at $25 each where you’ll get access to lead management tools, lead assignment and routing, as well as web-to-lead capture and registration. Because of how comprehensive Salesforce can be, you’ll want to download its comparison chart to get a better understanding of the tier that best fits your goals. 

Get started with Salesforce and start managing your leads. 

#5 – WP ERP — The Best Free WordPress CRM

WP ERP logo

WP ERP

Best for Something

WP ERP offers CRM, HR, and accounting services--all in an easy-to-use plugin, and all for for free.

Free is never a bad thing. Especially when it comes to a CRM plugin like WP ERP that comes with free CRM, HR, and accounting features to boot.

Once you activate it with one-click, you have access to CRM features like contacts with life stages, adding notes to each customer you’ve logged in, meeting and call scheduling, contact filtering, and CRM activity reports.

There are also accounting tools you can use to complement your CRM features like the ability to overview and track income and accounts receivables and balances. In addition, you can also set opening balances for all accounts and manage sales invoicing. 

For a free CRM plugin you can upload and one-click install, WP ERP is a pretty sweet deal considering the number of tools you get access to. 

But don’t take our word for it. You can see a full list of all the free features WP ERP offers here and download the plugin while you’re at it.

Methodology for Choosing the Best CRM for WordPress

The beauty of a CRM system for WordPress is that you can install it as a plugin and it can be as easy as that. 

The obvious list applies here when you’re thinking of what to look for in a CRM. You want it to be rich in marketing features, easy to use, with plenty of integrations, and as affordable as possible. Features like drag-and-drop builders, form builders, and messaging tools are ideal. 

Beyond that, what key differentiators can you look for to make sure you’re choosing the CRM system that aligns with your business goals? Here are a few factors you might want to think about before making any real decisions. 

Comprehensive email management

You might be using a third party to manage your email marketing campaigns. If that’s the case, you definitely want to verify that it integrates with your CRM system of choice before taking the plunge. 

Chances are, email marketing is a fundamental part of your business strategy—so you’ll want to thoroughly cover your bases in that department. Templates, pop-ups, and form builders make your life easier and help you get the job done in less time. 

With robust email campaign features, you’ll be able to segment your list and create pop-ups that convert, as well as track click-through and open rates. It’s helpful to check if your CRM comes with built-in GDPR compliance. This can save you time and checks off yet another task on your business to-do list.

Team size

Some CRM software options base pricing on the size of your team or the number of seats you’ll need. The bigger your team, the more you might have to invest in a monthly or yearly plan to have access to a CRM system. It’s always a sound idea to price shop and take note of what each tier offers per price point. 

Granted, if you’re a one-person team building a growing small business, there are plenty of free CRM options available, like HubSpot, that you can start using as soon as you upload the plugin on your WordPress site. 

Onboarding process

Not all CRM software is built the same. Some will be intuitive and easy to navigate while others might come with more of a learning curve and an onboarding process— especially if it comes with a lot of moving parts.

You’ll want to gauge how much time and energy you want to spend on onboarding a new CRM tool. This of course, also depends on the size of your business, your team, your budget constraints, and your overall growth goals. 

Thankfully, lots of CRM options come with extensive knowledge libraries and how-to guides that can help you smoothly navigate your brand new management system. 

HubSpot logo

HubSpot

Best for Most

With multi-level plans for marketing, sales, customer service, and CMS, HubSpot is a great CRM for any size business.

Summary

What’s the best CRM software for your business? Well, the exact answer to that question depends on a number of factors. Hopefully, this guide helped you break down what you need to look for, how you can get started, and how the top CRM tools in the market stack up.

Here’s a quick overview of each tool I reviewed for your convenience:

  1. HubSpot CRM – Best for Most
  2. Jetpack CRM – Best for a simple CRM solution
  3. Salesflare – Best for B2B sales
  4. Salesforce — Best for capturing leads at scale
  5. WP ERP – Best free WordPress CRM

Ready to make a decision? Click on your preferred tool to get started. Otherwise, remember to bookmark this guide for future reference.


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