#Overview
Are you looking for the right WordPress CRM (customer relationship management) software for your business?
Whether you’re running an eCommerce store, a membership site, or an online course, connecting your website with CRM software helps acquire insights into customer behavior, improve customer engagement, increase customer satisfaction, better manage customer data, and grow your business faster.
Given the importance of integrating CRM software with your business, you need to be cautious about which CRM to choose. In this article, we are going to list the best CRM software for business websites built on WordPress.
To be clear these software are not exclusively designed for WordPress websites so you need to rely on a third-party tool like 🧡 WP Fusion 🧡 for the integration.
WP Fusion was built for WordPress websites and we aim to empower WordPress users to seamlessly integrate with a wide range of CRM systems.
Ever since we began developing WP Fusion, we have had the chance to explore numerous CRM systems. So in this article, we are listing our best picks.
Dive right in … and don’t skip the tutorial at the end on how to connect your WordPress site with a CRM of your choice.
Let’s get started!
#Best WordPress CRM Software
The best CRM software for WordPress websites are:
#HubSpot
HubSpot is a comprehensive CRM that combines contact management, marketing automation, and sales tools into a single platform.
The platform enables you to perform a range of activities, including segmenting contacts, sending email campaigns, automating workflows, building landing pages, conducting A/B testing, generating custom reports, deploying chatbots, implementing social media integrations, accessing detailed analytics, hosting videos, and more.
HubSpot users can utilize WP Fusion to extend their CRM’s capabilities to WordPress, and access site tracking, event monitoring, list syncing, and webhook automation, among other features.
Pros
- Free core CRM functionality
- Extensive integration capabilities
- User-friendly interface despite complex features
- Advanced enterprise-level features
Cons
- Limited reporting in the free version
- Steep learning curve for advanced features
Pricing
HubSpot has a free CRM but to create workflows and sync data bi-directionally with WP Fusion using webhooks, you need the Marketing Hub Professional plan that starts at $800 per month.
Simplify Your Process with Hubspot
Generate leads, close deals, and create remarkable customer experiences.
Get Hubspot#Mailchimp
Mailchimp is a marketing-focused CRM platform that specializes in email marketing and automation solutions.
The platform offers email campaign tools, audience segmentation, subscriber tagging, personalized content delivery, and detailed analytic insights.
Users can create automated marketing sequences, and A/B test campaigns, build landing pages, and manage customer journeys based on behavior and preferences.
Through WP Fusion, Mailchimp users can create an automatic two-way sync between their WordPress site and CRM. This integration allows you to use Mailchimp tags to control website content access and carry out advanced content personalization and automated workflows.
Pros
- Beginner-friendly email campaign builder
- Advanced contact list filtering
- Strong automation capabilities
- Trigger-based marketing workflows
- Comprehensive analytics
Cons
- Limited email template customization
- Lacks pipeline management and sales forecasting tools
- Limited website behavior tracking
Pricing
Mailchimp has a free plan with limitations such as no A/B testing, no advanced segmentation or behavioral targeting, etc. The paid plan offers access to these features and starts at $13.60/month for 500 contacts.
#Brevo
Brevo is an all-in-one marketing platform offering email campaigns, SMS marketing, and CRM tools.
The platform includes advanced automation capabilities for personalized customer journeys, A/B testing, real-time analytics tracking, landing page creation, Facebook ad management, transactional emails, and customizable signup forms, among other things.
For WordPress users, Brevo offers native integration, while WP Fusion enables advanced integration with 50+ CRMs and over 150 WordPress plugins.
Pros
Cons
- Limited reporting capabilities
- basic sales CRM features
- Email-based pricing can become expensive for high-volume senders
Pricing
Brevo has 3 different pricing plans –
The Marketing plan offers basic email and SMS campaigns and CRM features. Free account under this plan has limitations. Paid monthly plan starts at $9.
The Conversations plan adds multi-channel capabilities like landing pages and Facebook ads. You can create a free account or get the premium monthly plan at $15.
Lastly, the Sales plan unlocks advanced sales pipeline management and reporting tools which can be utilized using a free account or a $12 per month premium account with higher capabilities.
#Salesforce
Salesforce dominates the enterprise CRM space with its comprehensive suite of tools for sales, marketing, and customer service.
Users can leverage AI-powered insights, territory management, and extensive reporting capabilities. The platform also offers advanced lead scoring, customizable pipelines, real-time analytics, and automated workflow creation.
Native integrations include numerous business tools but there’s no built-in WordPress Salesforce integration.
However, WordPress users can sync customer data using WP Fusion and connect their favorite plugins to Salesforce for seamless data syncing and automation between their site and the plugin.
Pros
Cons
- Steep learning curve for complex interface
- Implementation often requires technical expertise
- High per-user costs can be prohibitive for small teams
Pricing
Salesforce offers a range of pricing plans to suit different business needs. Their product pricing is structured around user roles and industry-specific requirements. Have a look at Salesforce pricing.
#FluentCRM
FluentCRM is a comprehensive marketing automation plugin built exclusively for WordPress websites. It offers a wide range of features to manage contacts, automate workflows, and send targeted email campaigns.
With FluentCRM, you can segment contacts, create and automate visual email campaigns, and track customer interactions, leveraging tools like a visual email builder, pre-built templates, and multi-service email sending.
The CRM integrates with WordPress natively but to you connect your site with other WordPress plugins and third-party services, you need to rely on WP Fusion. WP Fusion allows users to extend FluentCRM’s capabilities and synchronize data across multiple sites and services.
Pros
- Drag-and-drop automation builder and email campaign editor
- Modern and intuitive interface
- Supports multiple email-sending services
Cons
- Limited native integrations with other plugins
- Requires a dedicated email-sending service
Pricing
FluentCRM costs $77, $149, and $299 annually for 1 website, 5, and 50 website licenses, respectively.
Build your Fluent CRM email campaign today!
FluentCRM is the best and complete feature-rich Email Marketing & CRM solution.
Get FluentCRM#Groundhogg
Groundhogg is a popular CRM marketing automation plugin built for WordPress websites. It offers contact management, email marketing, and funnel-building tools.
Through its comprehensive feature set, users can manage customer segmentation, email campaigns, sales pipelines, form creation, and automate lead nurturing while tracking all customer interactions with detailed analytics.
The platform works seamlessly with WP Fusion which allows users to carry out advanced data synchronization and automation across multiple WordPress plugins and third-party services.
Pros
- Unlimited contacts and emails
- Extensive third-party integrations and add-ons
- Sales management tools with detailed reporting
Cons
- Conditional logic is a paid addon
- Some users may need time to adjust to linear automation builder
- Complex setup process for beginners but complimentary setup available
Pricing
Groundhogg CRM costs $20, $40, $50, and $100 monthly for one website, 3, 5, and 25 website licenses, respectively. Higher plans include not just access to more licenses but also advanced features.
Groundhogg has unlimited contacts and emails!
Create funnels, email campaigns, and have a CRM all within your WordPress site.
Get Groundhogg#Omnisend
Omnisend is an e-commerce-focused marketing automation platform specializing in marketing campaigns across email, SMS, push notifications, and social media advertising.
The platform includes A/B testing, a campaign booster, and advanced reporting features. It offers pre-built automation workflows, drag-and-drop email builders, advanced segmentation, and product recommendations powered by AI.
Through its WordPress plugin and WP Fusion integration, users can sync customer data, trigger automated workflows, and personalize content based on shopping behavior and preferences.
Pros
- Built-in SMS and push notification marketing
- Advanced segmentation with behavior tracking
- User-friendly visual campaign builders
Cons
- Limited for non-e-commerce businesses
- Higher SMS pricing compared to competitors
Pricing
There’s a free plan that includes 250 contacts and 500 emails. Paid plans include a standard plan that costs $16 per month for email marketing and a pro plan that costs $59 per month and adds SMS and advanced features to your account. Learn more about Omnisend pricing.
Switch to Omnisend and increase your sales without increasing your workload!
Omnisend Integrates with Hundreds of Ecommerce Tools so You Can Add It to Your Store.
Get OmnisendThese were the best WordPress CRM software. Next, let’s learn how to connect your WordPress website with one of these CRM software.
#Connect WordPress with your CRM Using WP Fusion
For demonstration purposes, we’ll be using HubSpot, but the steps outlined below can be applied to integrate your website with any CRM of your preference.
WP Fusion supports over 50 different CRMs, marketing automation systems, and 150+ WordPress plugins 💪
Please note that this is going to be a quick demonstration as we aim to offer a broad overview of how to use your CRM with WP Fusion and we already have plenty of help docs and guides on CRM integrations.
#About WP Fusion
There is a free version of the plugin called WP Fusion Lite and the paid one is simply referred to as WP Fusion.
The paid plugin can be purchased for an annual fee of $297 for a single website license. This is the lowest plan. Higher plans offer access to advanced WP Fusion features. Learn more from the pricing page.
For this tutorial, we are using the paid WP Fusion plugin because the Lite plugin has limitations. For example, while the Lite plugin supports tracking user behavior and access control in WordPress core, it can’t sync custom fields or apply tags from over 100 other WordPress plugins like is possible in the full version.
#Install WP Fusion & Connect With HubSpot
Download the WP Fusion plugin to your local computer.
Then install and activate the plugin on your WordPress website by going to Plugins → Add New Plugin → Upload Plugin.
Next, from your WordPress menu, go to the WP Fusion Settings page, and under Select CRM, choose HubSpot.
Then hit the Authorize with HubSpot button and you’ll be directed to your HubSpot account to select your domain and initiate the integration.
After the integration is complete, a connection between your website and HubSpot will be established, return to the WP Fusion Settings page. Add your unique WP Fusion license key to get automatic updates and support.
Before moving on to the next steps, hit the Save Changes button.
#Import Tags, Track Events & Use Webhooks
After connecting your website with HubSpot, WP Fusion automatically imports tags (aka “Lists” in HubSpot) into your website.
You can use these lists to carry out various marketing automation tasks, control access to your website’s content, and personalize user experience based on their behavior, among other things.
Let’s say you want to build an email list and track user engagement.
You add a form plugin to your WordPress site and connect it with HubSpot using WP Fusion.
When users submit their email addresses, several things happen:
- WP Fusion adds them to your specified HubSpot lists
- The form submission is tracked as an event in HubSpot
- A workflow triggers a welcome sequence in HubSpot based on this event
This automation flow ensures new subscribers are not only added to your list but also enter your marketing funnel and immediately start receiving personalized content.
Of course, all these need to be pre-configured. We have separate guides on how to use tags, and webhooks and create automation and workflows on HubSpot:
- HubSpot + WordPress integration
- Working with tags
- HubSpot site tracking
- HubSpot event tracking
- HubSpot webhooks
- Using HubSpot lists
- HubSpot automation & workflow
If you are using a different CRM, then find help docs of your preferred CRM here.
#Conclusion
Based on our extensive knowledge of CRMs, we think the top CRMs for WordPress websites are
Each of these software offers features that can help you better manage your customer relationships and grow your business.
From email marketing and automation to sales pipeline management and customer segmentation, these CRMs can help you streamline your operations and improve your bottom line.
Choosing the right CRM for your WordPress website can be a daunting task, but with the options outlined in this article, you’re one step closer to finding the perfect fit.
When you integrate these CRMs with 🧡 WP Fusion 🧡, you can synchronize your WordPress site’s data with your CRM.
This allows customer data to be shared between your website and CRM system which enables synchronization of customer interactions, orders, and other relevant data, automation of workflow, personalization of customer experiences, and improved sales and marketing performances.
If you have any questions about the best WordPress CRMs, let us know in the comments below.
