Do you have a CRM and a website hosted on WordPress?
If this is the case, knowing how to integrate your CRM with the most widely used web management platform in the world is a priority.
In this article, you will learn the benefits of integrating a Customer Relationship Management (CRM) software with WordPress, and how to do it in just a few minutes.
How to have a CRM inside WordPress
The only way to make lemonade is by using lemons, and the most practical way to integrate a CRM with WordPress is by using a plugin from the WordPress.org repository.
A plugin is a tool that adds custom features to your website management platform, in this case, WordPress, and is the quickest and easiest way to:
- Streamline the setup of contact forms or landing pages for data capture within WordPress
- Integrate live chat features for websites that are typically included in professional CRM plans
- Optimize the analysis of the most important marketing indicators when working with Customer Management Software
Step 1: Find your CRM plugin
Unfortunately, not all CRM companies have a WordPress plugin.
However, if you have chosen to use a Customer Management Software from a reputable vendor (such as HubSpot or Salesforce), it will be easy to find it in the WordPress repository and install it .
Now, depending on their functions, plugins can be:
- Whole grains
- Specific
Comprehensive plugins are generally offered by CRM Software companies to facilitate integration with WordPress.
Specific plugins, on the other hand, are independent alternatives that segment all the functions of a CRM and provide a solution when there is no comprehensive plugin available.
If you can't find a comprehensive plugin for your CRM, one option would be to install several specific plugins with the option to connect to your CRM provider, for example:
- WooCommerce and PrestaShop to enable sales modules within your website.
Step 2: Set up your CRM in WordPress
The process of setting up a CRM plugin can vary depending on whether it is a comprehensive or ad-hoc solution.
All-in-one solutions will always share the settings you've set up in the CRM platform in question, meaning you often don't have to do anything else.
Specific plugins, on the other hand, are independent rather than “pulling” information from a central platform, so you’ll have to configure everything from scratch.
Furthermore, it is recommended that before installing a specific plugin, you make sure that it is compatible with your CRM Software for the module you want to manage.
6 Popular and Trusted CRM Plugins
1. WooCommerce
WooCommerce is the most popular eCommerce platform on the web, extensible, adaptable and open source.
Although its main design is focused on the management of online product stores, it allows you to combine extensions to expand functions, for example:
- Setting up shipping and tax costs
- Create discount coupons to offer special promotions
- Generate reports on your warehouse stock
WooCommerce is available for free with limited but basic features. There are also paid plans that can be a “lifesaver” if your CRM provider doesn’t have a comprehensive plugin.
2. Hubspot
HubSpot is an all-in-one platform that offers free CRM, marketing, sales, and customer service products.
In its paid version, you will find a very complete tool that covers all the essential CRM areas for a growing company, such as:
- Form builder to create popups, banners and embedded forms.
- Live chat and chatbots. All chats are automatically logged in the CRM.
- Built-in analytics, meaning the plugin automatically enriches a contact's profile with public information from across the web, such as their workplace and social networks.
3. Zero BS CRM
Zero BS CRM aims to be a solution for startups that have not hired a CRM service, but need to improve their customer management system.
The idea is to turn WordPress into an almost free CRM for:
- Managing Clients
- Generate invoices and quotes
4. Gravity Forms
Among the best specific plugins is Gravity Forms , a plugin for managing both simple and advanced forms.
What makes Gravity Forms stand out is the possibility of expanding its functions:
- Integrate email marketing platforms (another very important module in a CRM).
- Install plugins to receive online payments.
- Link CRMs to conduct surveys.
5. WP ERP
It consists of three main modules:
- CRM Functionality
- HRM (human resource management)
- Accounting solutions
Each module has its price and features, so you can purchase them separately according to your needs.
Being a WordPress-based solution, you will need to spend time setting it up.
6. UPI CRM
Plugin that allows you to collect data from potential customers and manage forms. Although it is “self-hosted”, it is easy to install and compatible with specific plugins such as Contact Form.
It is a free plugin and its main functions are:
- Assigning new leads
- Data analysis and monitoring
- Possibility to export data to Excel
Conclusions
Integrating a CRM with WordPress is a strategic move to facilitate your company's customer management process.
Providers like HubSpot, Salesforce, and Zoho all have comprehensive plugins that make the setup process very easy, while also supporting a large number of specific plugins.
If you haven't yet decided which CRM software to choose, it's time to do some research and take the plunge. Visit our online software comparison platform to find the option that best suits your needs. There you'll find a list of the best CRMs and you can receive free advice.
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