Best CRM Plugin for Wordpress
Overview of WPBeginner's top WordPress CRM plugins, detailing HubSpot, FunnelKit Automations, Freshsales, Brevo, and Pipedrive with use cases, pricing, pros, cons, and buying guidance to help WordPress users pick the right CRM.
Ideal Customer Profile
WordPress site owners and small to mid-sized teams seeking a centralized CRM to manage contacts, leads, and customer interactions within WordPress; suitable for sites with forms, marketing, and WooCommerce needs.
Common Pain Points
- •Disorganized customer data scattered across forms, emails, and store data
- •Difficulty tracking interactions and follow-ups
- •Limited or fragmented integrations with marketing tools
- •Keeping teams aligned on customer history
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
All-in-one CRM for WordPress sites
⚡ Key Features
- Lead capture and contact management
- Forms, email, and live chat integration on WordPress
- Large app ecosystem with 300+ integrations
- Core CRM features are free
Pros
- ✓HubSpot is an easy-to-use CRM.
- ✓The core HubSpot CRM features are free.
- ✓With paid plans, you can choose to focus on marketing, sales, or customer service.
- ✓You can easily embed forms and live chat on your site.
Cons
- ✗Beginners may find the plugin has a learning curve.
- ✗Data is stored on the HubSpot cloud service.
"HubSpot is the best CRM for small businesses and easily integrates with your WordPress website."
Perfect For
CRM + marketing automation for WordPress/WooCommerce
⚡ Key Features
- Visual automation builder
- Automates emails and SMS campaigns
- Subscription reminders
- Automated coupons
- Analytics and revenue tracking
- A/B testing
- Integrations with popular apps/plugins
Pros
- ✓In-depth contact profiles show all client information in one place.
- ✓It allows you to automate your WooCommerce store, including emails and SMS messages.
- ✓FunnelKit Automations has advanced features like analytics, revenue tracking, and A/B testing.
- ✓It has integrations with popular apps and plugins.
Cons
- ✗Beginners will find there is a learning curve.
- ✗It is more expensive than most CMS solutions.
"One of the best marketing automation platforms for WooCommerce with comprehensive contact insights."
Perfect For
Sales-focused CRM with scoring, pipelines, and automation
⚡ Key Features
- Lead scoring to prioritize engagement
- Visual sales pipelines and reports
- Automations for assigning leads, emails, tasks, reminders
- Integrates with popular third-party services
- Automatic data enrichment from social/public information
Pros
- ✓Affordable and easy to use.
- ✓The scoring system helps you prioritize leads.
- ✓Automation features save you time.
- ✓Inexpensive and offers a 21-day free trial.
Cons
- ✗Offers less customization than other CRMs.
- ✗Offers fewer integrations than some other CRMs.
"Sales-focused with lead scoring and automation that saves time."
Perfect For
CRM + email marketing
⚡ Key Features
- Contact management with custom fields
- Contact tracking and lead scoring
- Transactional email logs
- WooCommerce integration
Pros
- ✓Its limited CRM features can do all you need if email marketing is your focus.
- ✓Automated workflows to increase conversions.
- ✓Brevo’s free plan allows unlimited contacts and up to 300 emails/day.
- ✓The Brevo plugin for WooCommerce is free.
Cons
- ✗CRM features are more limited than other solutions.
- ✗Integration is only for WooCommerce stores, not general WordPress sites.
- ✗Downtime on Brevo platform may affect campaigns.
"Strong email marketing tool with CRM basics and WooCommerce integration."
Perfect For
Sales pipeline management
⚡ Key Features
- Sales pipeline management
- Sales reporting and activity tracking
- Customizable pipelines and forecasting
- Seamless email integration
- Integrations with other services
- LeadBooster Chatbot for WordPress
Pros
- ✓Intuitive interface.
- ✓Monitors sales performance and conversion rates.
- ✓Tracks customer communication.
- ✓Automate repetitive tasks.
- ✓Affordable pricing.
Cons
- ✗Advanced reporting and automation capabilities are more limited than other CRMs.
- ✗Some advanced features have a steep learning curve.
"Affordable solution for sales teams with strong pipeline management."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Test with real data on a staging site to gauge ease of setup and workflows
- 2
Check ease of integration with your existing plugins (forms, emails, WooCommerce)
- 3
Evaluate contact management, automation capabilities, and scalability
- 4
Consider pricing, learning curve, and data ownership
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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