If you are interested in deploying CRM software and you have a WordPress website then you may want to ensure that the CRM software can integrate with your website. Many CRM software providers offer plugins or widgets that allow you to get data and information from your website directly into your CRM which can streamline processes and reduce administration.
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Featured CRMs
If you are looking for CRM software for WordPress you may want to investigate the following functionality:
- How does it integrate with your website?
- How easy is it to deploy?
- What data and information it can collect from your website?
- Can it offer website communications such as chatbots and live chat?
- What other communication channels can it support such as email, social media and messaging?
- Does it integrate with your email?
- Does it support outbound email and text messaging?
- What automations does it provide to streamline processes and reduce administration?
- What apps and tools can it integrate with?
- What reporting functionality does it provide?
- Does it offer collaboration tools?
- Do they offer a free trial or free plans so you can try their software before you purchase it?
Companies are ranked in no particular order.
1. Salesforce
- Offers a plugin for their CRM system that works on WordPress
- Allows you to collect leads from your website and feed them directly into your CRM
- Brings together sales, service, marketing, commerce, IT and analytics
- Manage leads and customers in a single platform
- Integrates with Slack to provide collaboration tools
- Automate tasks and use AI to get suggested next actions
- Integrate with other apps
- Real-time analytics and data visualisations
- Caters for a variety of industries and sizes of businesses
- Offers a demo of their software
Website Salesforce CRM software
2. Zoho
- Offers Zoho Flow to integrate Zoho CRM with WordPress
- Helps you to automate tasks between your website and CRM
- Connect your apps and move data easily
- Integrate with the apps you use
- Provides advanced tools such as webhooks, schedules, decisions, delays and custom functions
- Set up triggers and automated actions
- Supports omnichannel communications
- Integrates with third-party apps
- Provides built-in analytics to provide insights
- Suitable for small to large businesses
Website Zoho CRM software
3. HubSpot
- Offers a WordPress plugin to their CRM software
- Allows you to capture, organise and engage web visitors
- Natively built in WordPress
- Easy to use and no coding required
- Provides free forms and email marketing
- Live contact management (through the CRM)
- Integrates with over 1,000 apps
- Automate marketing with emails and chatbots
- Provides analytics
- Offers free plans and a 14-day free trial on paid plans
Website HubSpot CRM software
4. Zendesk
- Offers CRM software that has plugins for WordPress
- Fully integrate your website into your CRM
- Can add live chat to any WordPress site to provide chat support
- Turn blog comments into tickets
- Add knowledge base articles to your website
- Manage tickets from your WordPress dashboard
- Available on their CRM paid plans or free trials
- Web, mobile and social media messaging
- Automation and workflows
- Reporting and analytics
- Offers a free trial of their CRM software including the plugin
Website Zendesk CRM software
5. Agile CRM
- Offers a CRM with a WordPress integration plugin
- Manage contacts, communications and appointments
- Allows you to track web usage
- Create intelligent popups with personalised messages that can boost subscriptions
- Enable smart conversions
- View contacts web histories in graphical timelines
- Receive real-time notifications
- Integrates with other tools and apps
- Automate workflows
- Offers a free account for up to 10 users
Website Agile CRM software
6. Bitrix24
- Provides tools that integrate with WordPress
- Offers a free plan with unlimited users
- No plugins, provides web forms, live chat and call back widgets
- All orders will be imported automatically into the CRM
- Provides customisable software and a range of integrations
- Email marketing
- Integrates with hundreds of apps
- Mobile CRM is available on iOS and Android
- Choice of cloud or self-hosted options
- Can incorporate quotes and invoices
Website Bitrix24 CRM software
7. Beacon
- Provides integration with WordPress websites
- Designed to support charities and non-profits
- Embed forms into your website to collect data
- Manage donors, fundraisers, organisations and volunteers
- Accept single and recurring donations through any channel
- Sell tickets for events
- Manage campaigns
- Manage grants
- Administer memberships and track legacies
- Offers a free trial and demo of the software
Website Beacon CRM software
8. InTouch
- Offers a WordPress plugin for their CRM
- Allows you to easily add web forms to your website
- Collect a variety of data directly into your CRM
- Brings together core business tools to support sales and marketing
- Text messaging
- Email marketing
- Social media integration
- Automation of processes
- Leads and sales management
- Offers a free trial of their software
Website InTouch CRM software
9. SheepCRM
- Offers a CRM that integrates with WordPress
- Designed as membership software for clubs and associations
- Streamline administration through automation
- Manage subscriptions and renewals
- Create personalised communications
- Record conversations and files
- Automate emails, texts, alerts and reminders
- Integrates with a range of apps
- Run reports
- Offers a demo of their software
Website SheepCRM software
10. Reldesk
- Provides a CRM that integrates with WordPress
- Offers web to lead sales integration
- Designed for small businesses
- View the whole sales pipeline
- Manage sales funnels
- Store tasks, notes and data in one place
- Email integration
- Integrates with financials
- Works with a variety of technology platforms
- Offers a demo of their software
Website Reldesk CRM software