CRMs

Best Free CRMs with WordPress Integration

EngageBay CRM & Sales Bay – Top Recommended CRM to use with WordPress

Benefits:

CRM & Sales Bay provides startup-friendly marketing, sales, customer support, and contact management tools designed for simplicity and company growth

Tracks contact activity, web activity, email response, open and click rates, and more

Integrates with Gmail, Office 365 or any other IMAP service, with two-way sync capabilities

Drawbacks:

Could use more native integrations with third-party apps

Email template options are limited in number and simplistic in style

Pricing:

A free plan is available, limited to 1,000 contacts and 1,000 branded emails

Basic plan is $10.39 per user/per month billed annually, and $12.99 per user/per month billed monthly

Growth plan is $19.99 per user/per month billed annually, and $24.99 per user/per month billed monthly

Pro plan is $39.99 per user/per month billed annually, and $49.99 per user/per month billed monthly

A full-featured free trial is available. 

Website: engagebay.com/products/crm

Connect WordPress with EngageBay using plugins

https://www.engagebay.com/plugins/wordpress

Use our ready made plugins to connect your wordpress website to EngageBay and start growing your customer engagement and revenue. EngageBay is the only marketing software your business will ever need to grow.

Contact Form Plugin

Add EngageBay’s contact forms to your WordPress website to turn visitors into leads. Create responsive and beautiful forms in minutes. Capture leads, grow email lists and engage web visitors – all without having to deal with any coding. All our forms are 100% mobile responsive so they will always look great on all devices (mobile, tablet, laptop, and desktop).

Website Popups Plugin

Capture leads on your website using our beautiful and powerful website popups. Choose from our wide selection of ready made templates, customize it to your needs and use them on your wordpress website. If you are a developer and want to design forms from scatch, use our intuitive form builder to design gorgeous, responsive, conversion-optimized contact forms in minutes. Capture leads, grow email lists and engage web visitors like never before.

EngageBay logo

Connect WordPress with EngageBay using plugins

Use our ready made plugins to connect your wordpress website to EngageBay and start growing your customer engagement and revenue. EngageBay is the only marketing software your business will ever need to grow.

Contact Form Plugin

Add EngageBay’s contact forms to your WordPress website to turn visitors into leads. Create responsive and beautiful forms in minutes. Capture leads, grow email lists and engage web visitors – all without having to deal with any coding. All our forms are 100% mobile responsive so they will always look great on all devices (mobile, tablet, laptop, and desktop).

Download the pluginengagebay contact form wordpress plugin

Website Popups Plugin

Capture leads on your website using our beautiful and powerful website popups. Choose from our wide selection of ready made templates, customize it to your needs and use them on your wordpress website. If you are a developer and want to design forms from scatch, use our intuitive form builder to design gorgeous, responsive, conversion-optimized contact forms in minutes. Capture leads, grow email lists and engage web visitors like never before.

Download the pluginwebsite popups in engagebay

Landing Pages Plugin

Create beautiful, responsive and high converting landing pages in minutes without writing any code. Choose from EngageBay’s wide range of landing page templates and increase your conversion rates instantly. With pre built blocks to help build landing page faster, mobile-friendly and responsive layouts, easy Google Analytics tagging & event tracking, custom CSS support and more, creating landing pages has never been this easy.

Download the pluginengagebay landing pages wordpress plugin

Live Chat Plugin

Communicate with your on-site visitors and customers easily, straight from your website with EngageBay’s Free Live Chat plugin. Quickly add live chat support to your WordPress website and enable instant communication with on-site visitors and customers to promptly resolve their issues and address their questions or concerns. Deliver the personalised one-on-one live support to every customer.

Download the pluginengagebay live chat wordpress plugin

WooCommerce Plugin

Using EngageBay, automate all the manual and tedious tasks on your WooCommerce store and focus more on your business. Automatically synchronize contacts between WooCommerce and EngageBay. Every new contact in WooCommerce is added to EngageBay system so you can run email broadcasts, setup marketing automation and implement other marketing techniques.

Download the pluginengagebay woocommerce wordpress plugin

Unlimited users free forever

With awesome software backed by a dedicated support team, make every part of your marketing, sales & helpdesk more effective.

Affordable

All-in-one Software

Free Onboarding Sessions

WP ERP

WP ERP is a free plugin which combines both small and large enterprise with a CRM, HRM, and accounting solution. It currently has over 10,000 active installs with a good rating.

This WordPress CRM plugin is made up of different modules, one for their CRM functionality and the other for the HRM and Accounting solutions. They don’t have any limits on anything, so you can create as many entries as you want in all the modules.

WP Fusion – Lite Version

WP Fusion is a premium WordPress plugin that connects what happens on your website to your CRM. You can use WP Fusion to build a membership site, keep your customers’ information in sync, capture new leads, record e-commerce transactions. There’s a Lite version to download for free. This version syncs your contacts and user management items between your WordPress site and the third-party CRM of your choice.

WooCommerce Memberships

Last updated on October 22, 2020

Using WP Fusion with WooCommerce Memberships, you can apply tags in your CRM based on the status of a user’s membership, as well as automate membership level enrollments by applying a tag in your CRM.

Ninja Forms

Last updated on August 17, 2020

WP Fusion integrates with Ninja Forms to save form submissions to your CRM or marketing automation system. Using WP Fusion you can add and update contacts when forms are submitted, and also apply tags.

Overview

WP Fusion works with Paid Membership Pro to add customers to your CRM when they purchase a membership, and auto-enroll members when tags are applied in your CRM.

WP Fusion adds several settings to Paid Memberships Pro, which you can see while editing any membership level.

Price: There’s a free Lite plugin. The premium versions start at $247/year.

Agile CRM

Benefits:

Agile CRM offers a free, full-featured sales CRM for up to 10 users, which is explicitly targeted at startups

The platform integrates contact management, marketing automation, real-time alerts, and VoIP telephony, social suite, and email and web tracking

Stick your appointment calendar online and Agile CRM will automate all your upcoming voice calls and follow-ups

Easily attach documents to deals, companies, contacts, and emails in-app. 

Drawbacks:

Price increases dramatically as you upgrade between versions; may cause problems as your company scales

Not that many customization options

Pricing:

Free version is available for up to 10 users.

Starter version is $8.99 per user/per month (billed every two years)

Regular version is $29.99 per user/per month (billed every two years)

Enterprise version is $47.99 per user/per month (billed every two years)

There are no free trials available for paid plans.

Website: www.agilecrm.com

Lead Form Data Collection to CRM

Hundreds, if not thousands, of CRM software, are available for collecting contacts, managing them, and understanding where they are in the customer lifecycle journey. However, the big problem is often finding an integration for your website, whether it be WordPress or any other site builder.

The Lead Form Data Collection to CRM plugin solves this problem for some of the most popular CRMs on the market and WordPress websites. This doesn’t mean every CRM in the world can link to the plugin, but there’s a good chance you could make it work, depending on the CRM.

Features That Make This a Great WordPress CRM Plugin

The plugin works with most contact forms, so you can decide on the plugin you like the most and connect it to this plugin.

The plugin also integrates with many popular CRMs, including Salesforce, SugarCRM, and Freshsales. Developer tools are provided for you to integrate with CRMs that aren’t officially listed on the plugin website.

Who Should Consider This WordPress CRM?

The Lead Form Data Collection to CRM plugin is essential for brands that use powerful CRMs but don’t have a direct connection to their WordPress websites. This is a plugin that makes sense for those who are already using CRMs like SugarCRM or Zoho CRM.

Insightly

The Unified CRM Platform

REQUEST A DEMO

Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

Free for 2 users

Insightly’s original, no-frills plan lets you and a business partner manage contacts, sales, and projects all in one place.

HubSpot

HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.

The HubSpot CRM system connects to tools already in use. It integrates with Gmail, Google Calendar, Outlook for Windows, Apple Mail, and Google Drive. Deeply integrated with HubSpot Marketing & Sidekick – HubSpot CRM and HubSpot Marketing run off the same inbound database, meaning every piece of…

Kickstart Your Sales Process

Turn your sales process into a state of the art, revenue generating machine. Get started in minutes below — it’s 100% free.

Manage Your Pipeline with Total Visibility

Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set in one simple view. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.

Benefits:

Manages workflows for improved project management; you’ll be able to effectively assign and track leads, keep an eye on the sales process, and record customer interactions across channels

HubSpot for Startups program offers discounts of up to 90% for eligible startup ventures, with tailored training and support for startup-friendly on-boarding

Works with both G Suite and Microsoft Office, so whichever platform your business favors, it runs without headaches

Zapier integration makes it easy to share information across apps (Google Sheets, Slack, Facebook Lead Ads, etc.) to extend features and help your company’s growing operations 

HubSpot CRM is free, so you can get started without overhead, while paid add-on packages for HubSpot pile on features like reporting, AI, and advanced automation

Drawbacks:

Customization options are limited, which could be an issue for very niche startups

The basic, no-cost CRM’s features are many, but basic, and you may eventually need to buy Sales Hub or one of HubSpot’s other add-on packages to boost the CRM’s capabilities

Pricing:

HubSpot CRM is free, and the number of users is unlimited

Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly

HubSpot CMS starts at $300 per month, billed monthly

All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly

There are no free trials for the add-on packages.

Website: hubspot.com

WordPress CRM Plugin

The WordPress CRM Plugin offers a fully-featured CRM that goes right in your WordPress dashboard. It’s free to download and use on your site, with the option to expand with paid addons like Zapier, WooCommerce, and Invoicing extensions.

Really Simple System CRM

An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers.

Free CRM Software for Small Business

CRM software with everything you need to manage and track your leads and customers – that’s 100% free, forever!

All You Need To Grow Your Business

Free CRM with everything you need to build your customer relationships and grow your business.

The Simple Small Business CRM System

Build long lasting customer relationships, save time and make more sales with the simple CRM software for growing teams working B2B.

The Simple Small Business CRM System

Build long lasting customer relationships, save time and make more sales with the simple CRM software for growing teams working B2B.

FREE TRIAL LIVE DEMO

CRM Integrations

Use our CRM integrations to connect the tools you use for a streamlined office and a stress-free working day.

Zapier

The integration platform that lets you to pass data between your cloud applications, automating tasks and saving you time.

UpiCRM

UpiCRM is a completely free WordPress CRM and lead management solution. This is a fairly new plugin, but it’s already turning out to be very popular, with respectable ratings and a few thousand installations.

It’s also useful because if you do eventually decide to upgrade to a premium CRM, the UpiCRM WordPress plugin provides a bulk export feature for transferring out all of your contacts into another system.

WP smart CRM & Invoices FREE

With a name that gets right to the point, the WP smart CRM & Invoices FREE WordPress plugin is a less popular, yet respectable, option when it comes to running a CRM in your WordPress dashboard. The plugin covers more than your standard CRM, with an impressive collection of office and business management tools. Some of these include the customer archive grid, a notification system, and a beautiful module for organizing your contacts for future messaging.

Groundhogg — Marketing Automation & CRM for WordPress

Groundhogg is a self-hosted CRM and Marketing Automation plugin designed to simplify, consolidate, and automate sales and marketing for businesses that use WordPress. Thanks to this CRM, you can guide your customers through the sales pipeline automatically with funnels, email marketing, CRM, and more.

Groundhogg

Groundhogg WordPress plugin

The free version of Groundhogg allows you to build forms, write personalized emails, build timed drip funnels, segment your contacts, and use the fully functional CRM to help you keep track of your customers.

It’s a freemium business model, meaning you can get started for free and upgrade to a paid plan when you want more features. You can download some of their 40+ extensions which will allow you to integrate with the most popular WordPress plugins and services as well as add additional features like collecting payments and conditional funnel logic.

Price: Free core plugin. The premium plugin starts at $20 per month and goes up to $80 per month for the Agency Plan.

Reviews: 4.9 out of 5 stars (WordPress.org).

Active installations: 1,000+

PHP version: 5.6 or higher.

Features That Make This a Great WordPress CRM Plugin

You can integrate with many WordPress plugins like WooCommerce, Gravity Forms, and LMS plugins like LifterLMS.

The over 16 extensions focus on conversions and lead generation like Payments, Social Proof, and Appointment Bookings.

Zoho CRM

Benefits:

Zoho CRM is easy-to-use with simple user interface targeted at startups and small businesses, including customizable modules, automation, and social media features

Allows you to define your workflows and rationalize everyday tasks, as well as manage leads

Data porting features allow you to quickly migrate your data from spreadsheets and contact management software to the Zoho platform, making implementation pretty straightforward

Integrates with Twitter, Facebook, and Google+ for reaching out and engaging with leads quick and snappy, at just the right time

There’s a free CRM for up to three users—great news for super-lean startups, although (as one might expect) it is somewhat limited features-wise, with less customizability and no mass emailing feature

Drawbacks:

Zoho lacks individual email tracking and individual lead notifications, which can be limiting if you rely heavily on one-on-one engagement

Add-on modules are priced on top of the existing CRM product you purchase, so costs can add up when you want to expand your use of the platform

Pricing:

Free version is available for up to three users and is targeted at home businesses

Standard version is $12 per user/per month, billed annually

Enterprise version is $35 per user/per month, billed annually

A free trial is available for the Standard and Enterprise versions.

Website: zoho.com/crm

Best Paid CRMs to use with wordPress

SalesForce – from £20/user/month

Say hello to the worlds #1 CRM platform. Manage every stage of your customer relationships across departments.

CRM software solutions and enterprise cloud computing from Salesforce, the leader in customer relationship management (CRM) and SaaS. Free 30 day trial.

Sales

Small business CRM for up to 10 users

Starting from- £ 20

/user/month*

(billed annually)

Service- Small business CRM for up to 10 users

Starting from- £ 20

/user/month* (billed annually)

Salesforce is probably the most widely known CRM solution around. Used by businesses large and small, it’s a powerhouse option with a slick design and robust functionality.

One of Salesforce’s major advantages is that everything is stored in the cloud, so you can access it via web or mobile. They now have a Web-to-Lead for Salesforce plugin.

DemandTools

DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers. The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.

DEMANDTOOLS FROM VALIDITY

The world’s most popular CRM data management suite.

NOT ALL TOOLS ARE CREATED EQUAL.

For 20 years, DemandTools has earned the reputation of being the “Swiss Army Knife of CRM”, by providing the most trusted, robust set of tools to administrators and sales and marketing ops professionals. Whether you’re deduping records, importing lists, standardizing or mass modifying data, the DemandTools suite is all you’ll ever need.

Try it yourself for free, no credit card required.

Copper

Benefits:

Copper provides startup-friendly features like automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities 

Integrates natively with G Suite, meaning data import is seamless from Gmail and other Google tools you (probably) use every day

Improves management of teams and workflows with weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale

Provides an eye-pleasing sales pipeline for easy tracking and managing of leads through the qualification process

Drawbacks:

There is a bit of a learning curve, so be forewarned you’ll need to set aside some time to meaningfully implement it at your startup

There can be issues with importing data from Excel, meaning you’ll be required to manually enter information into Copper

Pricing:

Basic plan is $19 per user/per month, billed annually

Professional plan is $49 per user/per month, billed annually

Business plan is $119 per user/per month, billed annually

Copper offers a 14-day free trial for all plans.

Website: copper.com

Microsoft Dynamics 365

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

https://docs.google.com/forms/d/e/1FAIpQLScHoKHXs_-KlsQ_F63ZcuRwa6IPfA3ZjuVJdNjfxw_ZX-gh1Q/viewform

Active Campaign

ActiveCampaign integrates email marketing, marketing automation, sales automation, and CRM software into one platform designed for small businesses.

CUSTOMER EXPERIENCE AUTOMATION

Do more than automate your email — activate your entire customer experience

ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences.

One-on-one training, free migration, and a helping hand whenever you need it

ActiveCampaign’s Customer Success Commitment is a set of promises from us to you. Across value, service, and trust, these 14 promises (unique in the industry) guarantee that you’ll always be able to get what you need, when you need it. You won’t find an offer like this anywhere else.

Pricing

https://www.activecampaign.com/pricing?em=500&term=yearly

Lite

Starting at:

$9/mo

Paid yearly (USD)

Sign Up Now

Includes:

Unlimited sending

Email Marketing

Send Newsletters

Subscription Forms

Marketing Automation

Chat & Email Support

Up to 3 Users

Insightly

Benefits:

Streamlined, user-friendly CRM platform for tracking contacts, communications, projects, sales and documents in a single interface

Provides customization options for structuring and accessing customer data, including customized data capture, display, and validation; users can also create their own specialized fields to add unique information, such as customer types, subscriptions, contract renewal dates and billing ID numbers

Smooth pipeline integration between CRM features, like managing contacts and customer data, tracking opportunities (aka sales leads)

Insightly sidebar runs as a handy Chrome extension, letting you save Gmail messages directly to your CRM so you can easily cross-reference contact information

Drawbacks:

Two-way sync for Google Calendar can be a bit wonky at times, with events not displaying for other team members 

Custom fields for contacts are capped at 25

Pricing:

“No-frills” plan is free for up to two users

Plus plan is $29 per user/per month, billed annually

Professional plan is $49 per user/per month, billed annually

Enterprise plan is $99 per user/per month, billed annually

A 14-day free trial is available for the Plus and Professional plans. 

Website: insightly.com

The Unified CRM Platform

REQUEST A DEMO

Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

Plus

$29

Per user/month, billed annually

(All prices USD)

TRY FOR FREE

CLOSE FEATURES

INCLUDED FEATURE

ADDITIONAL COST

Find and manage leads

Build stronger customer relationships

Sell more productively

Work from any device

Deliver projects

Business intelligence platform

Collaborate across the company

Model and automate business processes

Connect to any application

Get the most out of Insightly

Zendesk Sell – from £19/user/month

Zendesk Sell is sales CRM software built to improve sales productivity, processes and predictability.

Your sales reps didn’t get hired to deal with difficult software. Zendesk Sell is simple and designed to keep reps selling. Sell removes the friction from deal updates so your team can always access, analyze, and collaborate on relevant deal data.

https://www.zendesk.com/apps/

https://www.zendesk.com/apps/support/woocommerce-by-crm-perks/?q=mkp_Wo

WooCommerce by CRM Perks

Display customer Orders from Woocommerce. You can Create a ticket for an Order

Team

from…

£19

per seat

per month

Customized sales pipeline

Full featured mobile CRM

Email Integration (includes Gmail)

Click to dial and call recording

Basic sales reporting

Admin-only fields

Public apps and integrations

Single sign on

Free trial

Monday.com

monday.com, a robust CRM software, ideal for customer relationship management with a highly secure environment for your customer data.

The CRM platform that is simple to set up and easy to use

monday.com lets you handle sales pipelines, clients’ projects, marketing, and much more!

Works however you want it to

Whether you need to manage leads, sales pipelines, or onboard customers, monday.com is totally customizable so your team can get started instantly—no training necessary.

Start your free trial

Unlimited Users and Boards. No credit card needed.

Enter your work email

5 Users

Yearly SAVE 18%

Basic

£7

Per seat / month

Total £35 / month

Billed annually

Basic includes:

Unlimited Free Viewers

Over 20 column types

Kanban view

Embedded forms

iOS and Android apps

1 board per dashboard

Basic activity log

Two-factor authentication

24/7 support

5 GB of storage

Keap – price unknown

Keap (formerly Infusionsoft) is an all-in-one CRM, sales, and marketing automation software you can customize to win more business.

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

CRM, sales, & marketing automation.

“Before Keap, I was doing everything myself. The software has allowed me to step away from that role and focus on getting new business while maintaining my current business.”

Never forget to follow-up with leads and clients

Easily take the right next action for every lead with:

Pre-built reminders, automated emails, and texts save you time on follow up

A dedicated business line that keeps your work calls and messages separate

“Star” messages to find them later, mark text messages as unread, and store notes on your phone while the information is fresh

Freshworks CRM – £25/user/month

Freshworks CRM is packed with features and a highly intuitive UI so that you don’t have to juggle multiple tools to run your business.

MENUOverview

Why Freshworks CRM is the best CRM software for you

Discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution.

TRY FOR FREE

Selling is hard. Juggling multiple tools is harder.

That’s where Freshworks CRM software (formerly Freshsales) comes in. Your sales and marketing teams no longer have to switch between multiple platforms.

From one tool, you can

Segment your contacts

Run multichannel campaigns

Convert website visitors to leads with chatbots

Make calls & send emails

Create custom reports

Visualize your deals pipeline

Identify & prioritize deals that are likely to close

Automate repetitive tasks

Growth

For small and fast growing businesses that need an all-in-one CRM

£25 per user per month, billed annually

SIGN UP

Includes

 1,000 Active Contacts 

 Contact, Account, & Deal management 

 Contact Lifecycle Stages 

 Live Chat & Facebook Messenger 

 Web Forms 

 Website Tracking 

 Built-in Phone & Email 

 2-way Email Sync & Team Inbox 

 Predictive Contact Scoring  FREDDY

 1 Custom Domain 

 Lists and Segments 

 Drag-and-drop Journey Builder

 5 Active Marketing Journeys 

 Visual Sales Pipeline 

 Collaboration with Slack 

 20 Workflows 

 5 Sales Sequences 

 Custom Reports & Dashboards 

 Migration from other CRMs 

 Mobile App 

 Freshdesk Integration 

 Freshworks Marketplace 

Skynamo – £26/user/month

Skynamo is an easy-to-use, yet powerful CRM solution which dramatically reduces administrative tasks and paperwork for reps.

Nail your targets with the all-in-one Field Sales platform

Field Sales Management software that enables:

Sales Managers

Going digital: No more paper forms and outdated catalogues

Transparency: See what’s happening in the field

Trust: Coach your team remotely

Accurate call reports – instantly

Team

£27

Per user per month

(billed annually)

Unlimited customers & products:

Standard Dashboard & Reporting

Basic CRM Details & History

Live location & route tracking

Tasks & Visit scheduling

‘One-click’ integration for Xero or Sage One users. Manual import for all other packages.

Book a demo

WP Fusion

WP Fusion is a premium WordPress plugin that connects what happens on your website to your CRM. You can use WP Fusion to build a membership site, keep your customers’ information in sync, capture new leads, record e-commerce transactions. There’s a Lite version to download for free. This version syncs your contacts and user management items between your WordPress site and the third-party CRM of your choice.

Features That Make This a Great WordPress CRM Plugin

The WP Fusion plugin provides tight integration with a long list of CRM solutions. It’s great for adding a handful of basic CRM tools to your WordPress site. After that, you connect with a more powerful CRM to complete the system.

It uses tags from your CRM to lock pages within WordPress, creating simple to use membership websites.

You gain access to integrations with WooCommerce and Easy Digital Downloads. Both are essential for selling digital and physical products online, all with the integration for your customer list.

Who Should Consider This WordPress CRM?

For companies that want the simplest CRM possible, this is an interesting option. You can create contacts, add tags to those contacts, and build forms with custom fields. If that’s what you require, consider WP Fusion as your CRM.

The primary reason you would sign up for WP Fusion is if you’re already using a CRM and would like to make a seamless connection to your WordPress site. That’s the main purpose of WP Fusion.

Price: There’s a free Lite plugin. The premium versions start at $247/year.

Gold Vision

Gold-Vision CRM is an affordable, integrated, fully-customisable Sales & Marketing Automation platform for mid-market businesses.

Award winning CRM that your teams will actually want to use!

Gold-Vision CRM has been designed to fit your needs – now, and in the future.

Pipedrive – £12.50/user per month

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Pipedrive gets your sales organized

Pipedrive users close an average of 28% more deals after their first year

1. Set up your pipeline stages

Your pipeline is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.

Essential

£ 12.50

Per user per month, billed annually

Organize activities and pipelines to follow up with ease

WooCommerce Customer Relationship Manager – $90

If you use WooCommerce to sell anything from your WordPress site, you’ll want to take a look at the premium WooCommerce CRM (customer relationship manager) plugin.

In addition to having a place for the usual contact management information, this plugin lets you track orders, add customer notes, send emails and even make calls from the WordPress admin.

Yes, you read that correctly. You can pull up a contact, add a new call task to their file, and place the call from the contact record. It even has a call timer if you want to analyze your call data.

Price: $90 one time price

Reviews: 3.88 out of 5 stars (CodeCanyon.net)

Active installations: 3,900+

PHP version: Not listed

Features That Make This a Great WordPress CRM Plugin

This is a premium plugin that provides a full CRM experience in the dashboard of your WordPress site. There’s no need to go elsewhere to log in to your CRM, and you have full control over customizations to the database fields.

Who Should Consider This WordPress CRM?

The WooCommerce Customer Relationship Manager isn’t the cheapest on this list, but it does sell for a one-time price. Some alternatives require monthly payments, so you’re at least ridding yourself of that commitment. This is a premium plugin for WooCommerce, so if you’re on a strict budget, skip this plugin. If you don’t use WooCommerce, there’s no need to get this plugin.

Presspoint

Formerly PauPress and relaunched as Presspoint CRM back in October 2014, Presspoint is a premium WordPress plugin sold on its own website. Having said that, it is a 100% native and robust WordPress CRM solution.

Presspoint lets you do a lot more beyond capturing and storing customer data. It also integrates with ecommerce, memberships, email marketing, and more, all within the WordPress admin. Not only is the plugin feature-rich, but it also allows for complex queries and reports.

You can use reports to simply mine the data or to perform bulk actions such as editing or mailing. The interface blends seamlessly with WordPress, so it should be intuitive to use and navigate.

As for pricing, the plugin is sold as a SaaS with a sales team ready to walk you through a demo and give you pricing. This is an old school way of doing things, but we do like the software, so it may be worth it for you. Keep in mind that Presspoint is a CRM for serious businesses with cashflow. Expect to pay over $500 per year after going through a free demo.

vCita CRM

The vCita CRM boasts a heavy-duty feature list and it works for just about any website platform you want. It also provides a WordPress integration, making it particularly exciting for those currently working with WordPress sites. Keep in mind, that vCita CRM only sells as a premium solution. Yes, you receive a 14-day free trial, but after that, the pricing starts at $19 per month. The $45 per month plan actually includes the best CRM features.

The CRM gives you the tools to store all contacts in one place, with an in-depth view of each customer to understand what they want and how they shop. The vCita CRM also provides a mobile interface for running your business on-the-go and checking in when customers need your help.

Sugar CRM

SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences

Discover how Sugar can help your business.

Find out why 2,000,000 people globally use the #1 Rated CRM by PCMag to increase leads, skyrocket sales, save time and improve customer experience.

Benefits:

Provides a comprehensive CRM solution covering marketing, sales, and customer service, with an emphasis on cross-team sharing of relevant and useful intel

Lets you map customer journeys to get your messaging right, and automate complex business processes like lead routing quote review and approval with drag-and-drop flowchart

Vendor customer support is attentive, which is a major plus for startups who need quick answers and issue resolution times; on top of that, there’s a large user community surrounding SugarCRM, so you can talk shop with other startups

Drawbacks:

You have to have at least 10 people on your team to use SugarCRM, so it might not be appropriate for very small startups 

SugarCRM app’s roots are in the open-source, developer community, so there’s a moderate learning curve, meaning you’ll need to take time out to learn the platform

Pricing:

Sugar Professional plan is $40 per user/per month (10 user minimum), billed annually. 

Sugar Enterprise plan is $65 per user/per month (10 user minimum), billed annually 

Sugar Serve plan is $80 per user/per month (10 user minimum), billed annually

Sugar Sell plan is $80 per user/per month (10 user minimum), billed annually

Sugar Market plan is $1,000 (unlimited users, 10,000 contacts per month), billed annually

A free trial is available for all plans. After answering a few questions on the vendor website, you’ll be assigned the version of SugarCRM that best matches your business needs.  

Website: sugarcrm.com

Sugar Professional

CRM solution designed to meet the needs of fast-growing small businesses

Starting at

52

USD / per user per month / 10 user minimum / billed annually

INCLUDES:

Standard support SLAs

Support via SugarCRM Support Portal

2 Support-authorized contacts

Nextiva

https://crm.org/crmland/18-best-crm-for-startups-2020

Benefits:

VoIP-centric, full-stack business suite with CRM platform for marketing, sales, and customer support

Stabilize your startup and rationalize daily operations with centralized data, detailed information on sales activity, and more

Designed with customer-facing roles first-and-foremost, with chat, telephony, analytics, and surveys in one place

Drawbacks:

Implementation can be time-consuming

Pricing:

Basic plan is $35 per user/per month for 1-4 users, billed monthly

Pro plan is $38 per user/per month for 1-4 users, billed monthly

Enterprise plan is $55 per user/per month for 1-4 users, billed monthly

Contract plans are available for 12, 24, or 36 months

No free trial is available. Contracting pricing is variable; price per user decreases with the length of contract and size of the organization. 

Website: nextiva.com/features/crm

FreeAgent

Benefits:

Captures customer interactions across channels and automatically centralizes and updates data 

Has a configuration engine called ‘Composer’ that allows you to customize the platform for your startup’s distinct workflow and business requirements

FreeAgent includes a large list of integrations, which helps it slot into your existing work tools; these include real-time sync with Gmail, Twilio, Office365, and Google Calendar, and two-way Mailchimp sync

Drawbacks:

Price might be a deal-breaker for some startups, particularly given the big jump in cost between the first and second levels of paid plans

Pricing:

Essentials plan is $25 per user/per month, billed annually

Professional plan is $75 per user/per month, billed annually

Enterprise plan is $135 per user/per month, billed annually

Unlimited plan $250 per user/per month, billed annually 

A full-service free trial is available; no credit card is required. 

Website: freeagentcrm.com

Sources

https://crm.org/crmland/18-best-crm-for-startups-2020

https://www.capterra.com/sem/customer-relationship-management-software?gclid=Cj0KCQjwufn8BRCwARIsAKzP694lAsMDnAvUdYblwD8LGFLqCg9t_RjghN5PpUewXHim3Oun5sCGe9IaAs0CEALw_wcB