[ad_1] No matter what your business entails, you’re almost guaranteed customers. The hope is that you have many of them, although loyal ones can be just as (if not more) profitable. As such, you need to make sure who they are, what they spend with you, and (in an ideal world) when they last engaged with you. Some of the best CRM plugins let you do this, and much more. We’ll get onto what a Customer Relationship Manager (CRM) is in detail, although it’s a database at its most basic. It can let you store contact information, record email conversations, and run reports on how ‘valuable’ your customers and clients are. In this post, we’ll give you a choice of CRMs, and explain what makes them worthy of your attention. Before this, let’s give you a clearer idea of what a CRM is, and does. What a Customer Relationship Manager Is A clue as to what a CRM does is in the name. In short, it helps you manage the relationship between you and your customers or clients. You store the information in a database, and you’ll access it through an app (often, it’s online). Jetpack CRM has a stellar dashboard that includes almost everything you need to manage clients. While a CRM focuses on the business relationship you have with your client, it can’t help you carry out conversations and negotiate prices. Instead, consider it a high-powered online ‘rolodex’, but with more functionality than you can achieve with a paper and pen. How a CRM Can Help You Earn More Money From Your Business We want to talk for a few minutes about your philosophy when using a CRM. Your first instinct might be to think about how a CRM will send money your way, and leverage those features. Though, if you define a CRM in a different way, you can achieve much more. For example, if you change “Customer” to “Client”, this gives you a subtle shift in how you might use a CRM. Each of your customers is a person. If they’re happy with your services, the chances of them spending money with you are higher. Given this, it’s a solid idea to look at the following features and functionality as important in your choice of CRM: Comprehensive reporting options, to help you figure out how clients engage with your company. In-depth contact management. This includes the fields you have available to record a client’s details, and also email integration in some cases. This lets you store conversations for your entire team. Speaking of integrations, you’ll want to be able to do this with a few platforms. For example, WordPress is almost a must, but think about your email marketing and accounting software too. A notification system, to help you reconnect with old clients in the future. There’s more to consider, but in most cases, this will be specific to your own requirements. As such, a CRM won’t offer a direct way to ‘win’ money from clients and customers (at least over the long term). Though, it does let you cultivate better business relationships with clients. In turn, this may lead to more income or at the least some visibility. 5 of the Best Customer Relationship Management (CRM) Plugins For WordPress It’s time to look at the best CRM plugins for WordPress, and we have five in this list. Each one as a dedicated fan base, and of course, each deserves a place on this list. Here are the solutions we’ll feature: HubSpot CRM. This is a leading solution. The WordPress plugin integrates with HubSpot’s own back end, rather than within WordPress itself. WP ERP. It’s a popular, free CRM plugin that offers lots of functionality for a WordPress-based CRM. GroundHogg. This tool does much more than just customer relationships, at a competitive price. FluentCRM. This is a WordPress-based CRM that provides lots of integrations with other WordPress tools and services. Jetpack CRM. It’s separate to the Jetpack plugin, and the former Zero BS CRM still packs a punch on features and price. The list isn’t in any order, but regardless, we encourage you to read all of the entries. If you have your eye on a particular CRM, see how it compares to the rest. It could be that there are features in the others you didn’t realize you needed. 1. HubSpot CRM Let’s kick things off with a bang. HubSpot is a mega-power, and it has reach in almost every area of sales and marketing. It’s logical that there’s also a robust CRM in its toolkit, and HubSpot CRM is a leading player in the game. Because HubSpot has a large range of tools under its belt, it integrates with other aspects of the platform. It also provides more features than just a CRM. For example, the WordPress plugin provides email marketing and automation tools, live chat functionality, and forms. There are also lots of integrations with native and third-party tools. Though, coming back to the CRM, here’s what’s on offer: You can create ‘pipelines’ for your sales funnels, and use it to best manage your customer relationships. There’s supreme contact management, as you’d expect. The CRM syncs with your site’s forms to help record interactions. Speaking of which, there’s also powerful reporting out of the box. This will let you see the best course of action to take with an individual client. There’s nothing to dislike about HubSpot CRM, and it’s a vital part of almost countless businesses. Though the plugin and its functionality is free, the premium pricing could be a deal-breaker. For $45 you get to remove the HubSpot branding, and work with up to 1,000 clients. After that, the prices get astronomical, so this is a plugin for businesses that want to operate on a small scale. Get Started with Hubspot 2. WP ERP Next up, WP ERP is a long-standing solution and one of the best CRM plugins available. The developers bill it as a “WordPress business manager”, with
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