5 WordPress CRM Plugins For Your Business Website

WordPress CRM plugins

Customer relationship management, widely referred to as a CRM, is a business strategy that allows organizations to build, organise, strengthen and maintain relationship with current and future customers. CRM systems are a great way to get a better understanding of the customer journey and their buying process. Predicting your consumers’ action and understanding their needs and wants is essential if you want to run successful marketing campaigns.

CRM strategies can be integrated with a variety of marketing platforms such as email clients, social media and even WordPress.

WordPress is widely known for its superior blogging capabilities, but this simple to use content management system offers a variety of CRM plugins that makes it ideal for business websites. WordPress allows businesses to easily manage and configure their websites. Most CRM plugins provide one-click installation and take only minutes to set up. WordPress CRM plugins enable businesses to communicate with customers, collect and analyse customer data and market their site. WordPress itself is free, as are many CRM plugins and offer inexpensive, user-friendly customer relations management for small to medium businesses.

Here are the top 6 CRM WordPress plugins for your new website:

WP-CRM WordPress Plugin


The WP-CRM WordPress Plugin saves contacts in the WordPress user database. The plugin can be used to create customized forms for lead capture on the website. Leads entered into the form are automatically stored in the database. Contacts can also be entered manually. WP-CRM enables forms to be edited and contacts to be organized by type. It provides an efficient way to manage customers, vendors and partners.

WordPress Leads


WordPress Leads allows visitor activity to be tracked. Users can find out what pages visitors viewed and in what order. It enables the activity of individual visitors to be followed to provide a better understanding of how they interact with the site. The plugin stores contacts within WordPress and provides geographic and demographic information.

WordPress Leads will also locate any social media profiles and websites owned by visitors. It will retrieve past comments the visitor posted to the site and provide data on referral traffic.

LiveHelpNow Help Desk

LiveHelpNow Help Desk is a plugin that enables live chat functionality on a website. Live chat enables users to communicate directly with website visitors. Live chat functions have been proven to increase sales significantly. Customers report seeing e-commerce conversion increases as high as 17 percent.

LiveHelpNow Help Desk allows users to proactively invite visitors to chat. It is an outstanding customer service tool that can be used to help visitors locate products on the site or assist with checkout.

WordPress-to-lead for Salesforce CRM


Installing the WordPress-to-lead plugin is a great way to integrate Salesforce CRM within your WordPress website. Salesforce is widely considered to be the most popular CRM software on the market. This plugin will add considerable value to your CRM strategy as all the leads go straight into the Salesforce database. Basically, this completely removes the need of copy and pasting lead details and information.

WordPress-to-lead for Salesforce CRM also prevents its users from missing out on leads as all of them are automatically uploaded to the cloud, on Salesforce.com. Although there are some drawbacks, the cloud offers many benefits to all aspects of business, including CRM strategies.

WooCommerce Customer Relationship Manager


WooCommerce is the most popular e-commerce plugin for WordPress. WooCommerce Customer Relationship Manager is a brilliant extension which allows WooCommerce users to manage their customer details quickly, efficiently and easily. What makes this plugin special is the possibility of making a call straight from the contact record file in WordPress admin. However, the downside is that it doesn’t work as a standalone plugin, it requires WooCommerce.


WordPress CRM plugins can help businesses manage their customers. The plugins also provide scalability and growth. They offer innovative tools that provide information about customers to better enable businesses to deliver products and services that support their needs. WordPress CRM plugins are essential in identifying areas that need improvement as well as potential opportunities.

Having a CRM strategy is absolutely a necessity in today’s world of marketing and it is strongly recommended to install CRM plugins if you run a WordPress website.

We would love to hear your opinions on this matter. Please don’t hesitate to leave your thoughts in the comments section below. What’s your opinion on CRM strategies? Have you tried any of the CRM plugins presented in this article? If so, which one worked best for you?

One thought on “5 WordPress CRM Plugins For Your Business Website”

  1. Hi David,

    Nice work, You presented a great list of CRM plugins for WordPress. I think “WordPress Leads” is great plugin which also allows you to see each activity of a user which helps you to adjust your site to improve user experience and increase leads.

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