We live in the information age. We have thousands of tools to obtain data from our clients. Even so we fail in the most important thing that is to order them and draw conclusions from them. If in previous posts we talked about plugins that your website should have, today we bring the six best CRM plugins (Customer Relationship Management) for your WordPress pages. And you know what is the best? That are easy to install.
It is a free plugin that incorporates three modules in it; CRM, Human Resources and accounting. It has thousands of downloads and is among the best rated, with an average of 5 stars after 28 ratings. In addition to its adaptability and customization, it allows creating lists of potential clients, opportunities, clients and companies and adding notes of them . At the same time they have an integrated system of communication by email and notifications. In summary, one of the most complete options on the list.
As in the sales of books, this tool would qualify as a true best-seller . One of its greatest strengths is the large number of field and data customization options it shows, making the role of the data manager as agile and satisfactory as possible. Another differentiating aspect is the solid support forum with which its creator, Usability Dynamics, as well as its LinkedIn group, is very aware of any doubts that may arise in its installation.
It is the most “novice” candidate (so to speak) of the list but not worse. It is free and works on all devices. Among its advantages, it is worth mentioning the creation of detailed and searchable customer records in seconds and the possibility of making reports on their progress. Oh, and another reason to take it into account is … that its creator is Devrix, one of the best companies in the plugin creation sector in WordPress and with more experience. If you want to bet on the newest option in the market, DX Sales CRM should be your choice.
If your e-commerce store is made with WooCommerce it is very possible that you select this option. Although it is paid the functionalities that we will obtain will be greater and at a really attractive price (55 $ to be more exact). In addition to keeping track of your contacts, you will also track your orders and you can contact them by mail and even by phone from the contact record (even measure the duration of calls if you need to know such data). One of the safest bets in the market.
It is a fairly new plugin but with an outstanding average rating by users (4.8 stars out of 5). With more than a thousand downloads UpiCRM is a solution compatible with contact forms such as Contact Form 7 or Ninja Forms. As extra features we expect that in addition to allowing lists of potential customers lets you assign them to any member of your team and KPIs to reduce the number of reports. Is free.
Of the 6 recommendations that we are making, this may be the simplest but most valued (5 stars out of 5). What differentiates it from the rest is the possibility of attaching files to the registries, besides being able to schedule meetings and assign them to your team and greater capacities to share. It is also free and has today more than 800 active installations.