CRMs for Wordpress
There are many different types of CRM solutions today. However, Wordpress CRMs are the most popular. These CRMs allow users to manage their Wordpress sites right from within their WordPress dashboard. This means you can quickly access important information such as site visitors, page visits and user activity. CRMs also come with other features such as email marketing, lead generation and more. So if you’re looking for a way to manage your Wordpress site from within your WordPress dashboard, then a Wordpress CRM is definitely worth checking out!
BELOW ARE A LIST OF RECOMMENDED CRMs FOR WORDPRESS
Here’s a quick rating and overview of Capsule CRM, EngageBay, and Streak specifically as WordPress CRMs, based on features, integration ease, and user experience:
1. Capsule CRM — 4.0 / 5
-
Integration with WordPress: Works well via third-party plugins or Zapier but doesn’t have a native WordPress plugin.
-
Features: Solid contact management, deal tracking, and task management. Good for small to medium businesses.
-
Ease of Use: Clean and simple UI, easy for WordPress users to link contacts and leads.
-
Limitations: No out-of-the-box deep WordPress integration; requires some setup or third-party tools for full automation.
-
Overall: Great CRM for WordPress users wanting simple, effective CRM without complex setup.
2. EngageBay — 4.3 / 5
-
Integration with WordPress: Offers a native WordPress plugin for capturing leads, managing contacts, and automating marketing.
-
Features: Combines CRM, marketing automation, email campaigns, and helpdesk in one platform.
-
Ease of Use: Slightly more complex due to extensive features but still manageable.
-
Limitations: More suited for users wanting an all-in-one marketing + CRM platform; might be overwhelming if you only want basic CRM.
-
Overall: Excellent choice if you want tight WordPress integration and built-in marketing tools alongside CRM.
3. Streak CRM — 3.5 / 5
-
Integration with WordPress: No direct WordPress plugin; it’s primarily a Gmail-based CRM.
-
Features: Focused on pipeline and email management inside Gmail, which can be used with WordPress lead capture forms via Zapier or other connectors.
-
Ease of Use: Very easy if you use Gmail heavily; less straightforward for direct WordPress use.
-
Limitations: Limited native WordPress support; more email-centric CRM than full WordPress CRM.
-
Overall: Best for Gmail users wanting light CRM capabilities; not the strongest standalone WordPress CRM.
Summary Table
| CRM | WordPress Integration | Features as WP CRM | Ease of Use | Overall Rating |
|---|---|---|---|---|
| Capsule CRM | Via plugins/Zapier | Solid CRM basics | Simple & clean | 4.0 / 5 |
| EngageBay | Native WP plugin | All-in-one CRM + Mktg | Moderate complexity | 4.3 / 5 |
| Streak | None (Gmail-based) | Email/pipeline focused | Easy for Gmail users | 3.5 / 5 |
EngageBay
To connect your WordPress website with EngageBay …
EngageBay is an all-in-one marketing, sales, and CRM software that can help businesses of all sizes grow. It offers a wide range of features, including email marketing, marketing automation, CRM, and customer support.
To connect your WordPress website with EngageBay, you can use one of the many plugins available. These plugins make it easy to sync your WordPress data with EngageBay, so you can start automating your marketing and sales processes.
Here are some of the benefits of connecting WordPress with EngageBay:
- Automate your marketing and sales: You can use EngageBay to automate tasks such as sending email marketing campaigns, creating and managing sales pipelines, and tracking customer interactions. This can free up your time so you can focus on other important aspects of your business.
- Grow your customer base: EngageBay’s CRM features can help you manage your customer relationships more effectively. You can track customer interactions, segment your audience, and send targeted messages. This can help you grow your customer base and increase sales.
- Improve your customer service: EngageBay’s customer support features can help you provide better customer service. You can track customer tickets, respond to customer inquiries quickly and efficiently, and create a knowledge base so customers can find answers to their questions on their own.
If you’re looking for a way to automate your marketing and sales, grow your customer base, and improve your customer service, then connecting WordPress with EngageBay is a great option.
Here are some of the most popular plugins for connecting WordPress with EngageBay:
- WP Fusion: WP Fusion is a powerful plugin that allows you to connect WordPress with EngageBay and other CRM systems. It offers a wide range of features, including user sync, contact form integration, and marketing automation.
- EngageBay CRM: The EngageBay CRM plugin is a free and easy-to-use plugin that allows you to connect your WordPress website with EngageBay CRM. It offers features such as contact sync, lead generation, and email marketing integration.
- EngageBay WooCommerce Integration: The EngageBay WooCommerce Integration plugin is a free plugin that allows you to connect your WooCommerce store with EngageBay. It offers features such as contact sync, order sync, and abandoned cart automation.
How to connect WordPress with EngageBay using a plugin:
- Choose a plugin that meets your needs and install it on your WordPress website.
- Activate the plugin and configure it to connect with your EngageBay account.
- Once the plugin is configured, you can start using it to sync your WordPress data with EngageBay.
For example, if you use the WP Fusion plugin, you can follow these steps to connect WordPress with EngageBay:
- Install and activate the WP Fusion plugin on your WordPress website.
- Go to Settings > WP Fusion in your WordPress dashboard.
- Click on the “Integrations” tab.
- Click on the “Add New Integration” button.
- Select “EngageBay” from the list of integrations.
- Enter your EngageBay API key and click on the “Connect” button.
- WP Fusion will now sync your WordPress data with EngageBay.
Once you have connected WordPress with EngageBay, you can start automating your marketing and sales processes, growing your customer base, and improving your customer service.
EngageBay
Capsule CRM
Capsule CRM is an excellent choice for businesses looking for a
Capsule CRM is an excellent choice for businesses looking for a Customer Relationship Management (CRM) tool that integrates seamlessly with Wordpress. One of the main advantages of Capsule CRM is its ability to track customer interactions, such as emails, phone calls, and meetings, all in one place. This feature allows businesses to keep track of customer engagement and build stronger relationships with their clients. Additionally, Capsule CRM offers a user-friendly interface that is easy to navigate, even for those who are not tech-savvy.
Another reason why Capsule CRM is suitable for Wordpress is its flexibility. Capsule CRM offers a range of customization options that allow businesses to tailor the CRM to their specific needs. With a Wordpress integration, Capsule CRM allows businesses to manage customer relationships directly from their website, making it a convenient option for those who want to streamline their workflow. Overall, Capsule CRM is an excellent choice for businesses looking for a powerful and customizable CRM tool that seamlessly integrates with Wordpress.
Streak
Streak CRM is a robust WordPress plugin tailored to cater to the CRM …
Streak CRM is a robust WordPress plugin tailored to cater to the CRM needs of small businesses. Its primary focus is on seamless integration with Gmail and G Suite. With Streak CRM, you gain full control over monitoring emails, managing contacts, tracking leads, and overseeing sales activities directly within your Gmail account.
UpiCRM
UpiCRM, a free Universal WordPress CRM, can interface and extend WordPress contact forms, plugins, and provide a complete CRM solution. UpiCRM provides an advanced yet simple Lead Management solution. New acquired leads from your WordPress web site are distributed and assigned to the people you designate, while detailed alerts are being sent. A unified dashboard will provide full visibility into leads : number, status, process stages, open tasks, and pipeline/revenue projections. Advanced alerts, tasks management, reporting and dashboards, will ensure customers and leads will be handled in the most optimal manner.