It is a well-known fact that effective customer management can yield high returns on investment. In order to maximize the potential of customer data, it is crucial to use appropriate tools for managing customer relationships. Furthermore, the process of keeping track of business contacts can be time-consuming and hinder growth prospects if not managed effectively. WordPress Customer Management Plugins can help streamline this process and provide additional benefits such as correspondence management, which can be the difference between missed opportunities and clinching major deals.
The versatility of WordPress enables it to accommodate such software, with a range of WordPress Customer Management Plugins available to help manage customer data on your website.
List Of Best Free WordPress Customer Management Plugins
1. Jetpack CRM
The Jetpack CRM plugin is a responsive customer relation management plugin that gives you valuable features to make more profit and have happier business relations each passing day. The plugin is perfect for eCommerce sites, Agencies, Freelancers, Start-ups, Non-profits, Local businesses, and more. Also, this splendid CRM plugin is adaptable and extendable, giving users innovative ways to manage their contacts. Besides this, the Jetpack CRM theme is straightforward and impactful and works as an invoicing plugin, a client manager, a billing System, etc. In addition, it gives you features for Contact Management, Quote Builder, Transaction Manager, Client Portal, Front-end Forms, Task Scheduler, and more.
It is a self-hosted CRM and email marketing solution to manage customer relationships, make email lists, create funnels, make more profit, send email campaigns, improve conversion rates, and more. The FluentCRM plugin is a feature-rich, simplest, and fastest CRM Plugin that helps users conduct email campaigns or newsletters for more clients and leads. Furthermore, the plugin lets you send email campaigns to targeted audiences, send sequential emails, get new clients, and even automate full email marketing with a powerful Visual automation builder. The FluentCRM plugin also allows automation for client onboarding or different WP events. In addition, the plugin enables users to build Tags/Lists as many as they want, Filter or search their clients by List or Tags, and assign their contacts to their appropriate segment.
3. HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics
With the HubSpot plugin, you can create an excellent relationship with your audience and increase your business. It is an all-in-one WP plugin that enables users to manage contacts, engage visitors with live chat and chatbots, embed stunning forms to pages, build engaging email marketing campaigns, and more. This powerful platform gives you all the essential tools and integrations required for marketing, sales, and client service. Furthermore, the plugin lets you connect 1:1 with visitors, capture leads, send newsletters, automate email marketing campaigns, and Track the health of your business with analytics dashboards. Besides this, its business essential features are Lead generation & lead management, Pipeline management, Reporting dashboard, Contact management, Prospect tracking, etc.
4. Zoho CRM Lead Magnet
The Zoho CRM Lead Magnet plugin is another excellent CRM plugin that enables users to build web forms, embed them in their site, and automatically capture leads straight into their CRM with zero attenuation. Also, the plugin makes the form through CRM webforms or the Contact Form 7 plugin, and you can configure the settings for these forms and use the shortcode to embed these forms. Also, the Zoho CRM Lead Magnet plugin automatically captures the visitors’ details when they land on your site. Furthermore, the plugin offers light codes and many intriguing features to Capture leads, grab visitor attention, conduct email marketing campaigns, manage contacts, and more.
5. WordPress CRM Plugin – WP-CRM System
The WP-CRM System plugin is the Next CRM plugin on our list. It is a fully-featured CRM plugin with a familiar WP interface to manage clients, projects, and tasks. Furthermore, the WP-CRM System plugin lets users have limitless records and give everyone in their organization access to the WP CRM data they require to drive business. Besides CRM, the WP-CRM System plugin also enables users to handle projects, assign separate tasks, track marketing campaigns, and more. Also, you can import contacts and other records from your old CRM with its CSV uploader and get email updates whenever your assigned project or task is created or edited.
6. Propovoice CRM
This plugin gives you excellent ways to build strong relationships with clients and increase business growth and sustainability. The Propovoice CRM plugin is a client relationship management solution that changes the way you manage your Service Business. It is an excellent choice for freelancers, startups, small to mid-level service agencies, etc. Furthermore, the Propovoice CRM plugin lets you handle the business process, including managing leads, deals, appraisals, invoicing, and projects. And its intuitive layout is easy to use and allows you to get more clients, grow client satisfaction, organize billing documents, manage contacts, etc.
The Groundhogg plugin is a new CRM and Marketing Automation solution for agencies, SaaS, developers, LMS/Course Creators, freelancers, or CRM implementation service providers. This splendid CRM plugin helps users dramatically improve their leads and sales. With the Groundhogg plugin, you will get unlimited contacts, funnels or automation, and emails sent. Furthermore, the Groundhogg plugin allows you to manage and segment your contacts to convey more relevant communications. And automate your communications to save you time and boost your productivity. In addition to this, Groundhogg gathers data and mines your list to save money.
Effective customer management can enhance engagement with website visitors and facilitate business growth while also simplifying the collection and management of customer information. Despite being a feature-packed platform, WordPress lacks built-in customer management functionality. Third-party WordPress Customer Management Plugins can address this limitation and provide a solution for businesses seeking to optimize their customer management processes.