Create a free, automated membership website in WordPress with these plugins. Then, when you’re ready,…
When it comes to CRM platforms, there are countless options out there. So, for your convenience, we’ve compiled this list of the best WordPress CRM plugins in 2023 for any business.
So, you want to get to know your customers better and improve your sales? Want to make smarter, more efficient conversions and data-driven decisions? You probably wouldn’t mind forging deeper, longer-lasting and more authentic connections with your customers, either.
What you’re looking for is a customer relationship management (CRM) system. And you’re not alone. According to a report from GrandView Research, 91% of businesses with 10 or more employees already have a CRM platform. And with a projected compounded annual growth rate (CAGR) of nearly 14%, it’s only a matter of time before all businesses employ some form of CRM software.
Given the projected growth in the CRM market, the past few years have seen countless new market entrants, each with their own unique combinations of features and specializations. And with advancements in artificial intelligence, the integration and expansion of social media and the adoption of the internet of things, the coming years will only see more entrants.
With so many options, it can be difficult to know which WordPress CRM platform is right for your WordPress website. And that’s why we’re here. Whether you’re getting ready to try out your first CRM plugin or you’re looking to switch platforms, we’ve compiled this list for you.
Here are the best WordPress CRM platforms in 2023 for any business.
1. Active Campaign
ActiveCampaign is one of the fastest growing CRM platforms out there with a recent $3 billion valuation—but it won’t cost you that much to get started! Versatile and user-friendly, ActiveCampaign is a jack of all trades (and master of most) that can help you grow your business and connect with your customers.
There isn’t much that ActiveCampaign can’t do. Standard CRM features such as email automation and lead scoring get a boost from AI-powered site tracking and personalization tools. You can then use these features to create powerful pipelines and win probabilities for your sales team so they spend less time chasing down leads and more time converting.
Additionally, ActiveCampaign Plus comes with a landing page builder and ecommerce integrations so you can create personalized shopping experiences for your customers.
For a full list of features, click here.
Who’s It For?
ActiveCampaign is for small and medium sized businesses that, well, mean business. Whether you’re running an online retail store or setting up a learning management system (LMS), ActiveCampaign will have the tools you need to grow your business.
Even if you’re new to CRM tools and the sound of all these features makes your head spin, ActiveCampaign employs an intuitive “tree-style” user interface that is beginner-friendly so you can make fully automated and responsive workflows like a seasoned marketer—even if you’re greener than grass!
Enterprise: Request Pricing
ConvertKit is the CRM software built by content creators for content creators. It was designed specifically to help you showcase and market your portfolio while making it easier to connect with your audience. And, when you’re ready, ConvertKit can even help you monetize your portfolio with its Sponsor Network.
ConvertKit offers essential CRM tools for the creatives amongst us. Features such as automated email sequencing and broadcasts make it easy to bypass gatekeepers and connect with your audience. Additionally, you can take advantage of unlimited landing pages and audience segmentation to start turning your content into cash.
Click here for a full list of ConvertKit’s features.
Who’s It For?
In case we hadn’t mentioned it, ConvertKit is geared specifically towards content creators. So, whether you’re a witty writer, a prolific podcaster, a masterful musician or a caring coach, you’ll find that ConvertKit has precisely the tools you need—and none of the fluff that you don’t.
Free: $0/month (yay!)
Creator Pro: $25/month
With ConvertKit’s free plan, you can manage up to 1,000 subscribers before you even need to share your credit card details! Click here for the latest ConvertKit pricing schedule.
Build your brand and boost your bottom line with Drip. As an ecommerce-focused CRM, all of Drip’s features and integrations are geared towards turning leads into contacts and contacts into sales. Take advantage of Drip’s flexible scaling pricing schedule (you pay based on the size of your email list) to ensure that you aren’t paying for features or capacity that you aren’t using.
Drip includes the standard CRM features such as tags, lists and campaigns but adds some tools to help you sell, sell, sell. You can leverage the power of insights and reporting to create relevant forms and popups and data-driven contact segments and profiles.
Drip also focuses on its ecommerce integrations such as WooCommerce and Shopify to simplify campaigns such as cart abandonment and welcome workflows.
Who’s It For?
There’s a reason that Drip calls itself the ecommerce CRM—it’s for online retailers! Whether you’re just setting up your digital storefront or you’re about to jump from seven to eight figure sales, Drip has the tools you need.
Not sure that Drip is for you? Check out their library of pre-built email automations to see how Drip can enhance your marketing campaigns.
Drip starts at $39/month and scales based on the number of people in your contact list. But don’t let that scare you. You can sign up for a 14-day free trial before you decide whether or not Drip is for you.
Click here for the latest Drip pricing schedule.
If there was ever a CRM built specifically for WordPress and its users, it would be FluentCRM. Whereas most other CRM software companies use plugins as a complement to their product, FluentCRM keeps everything in your WordPress dashboard. It will fit so seamlessly into your existing workflows that you’ll wonder what it was like before you were “fluent” in CRM.
Email sequencing, campaign management, contact segmentation and subject line A/B testing are just some of the features that FluentCRM packs into its affordable platform.
As it stands, however, FluentCRM has fewer integrations than most of its competitors—but they are adding more every day. Even so, FluentCRM integrates with all of the essential WordPress plugins such as WooCommerce, Uncanny Automator, LearnDash, Easy Digital Downloads and MemberPress amongst others.
Click here to check out all of FluentCRM’s features.
Who’s It For?
FluentCRM is for any business that appreciates value! While you won’t have some of the advanced capabilities that a platform such as ActiveCampaign or HubSpot might offer, you’ll have more than enough to increase your conversion rates.
Single Site License: $129/year
5 Site License: $249/year
50 Site License: $499/year
Even at the enterprise level for web developers, FluentCRM is one of the most affordable systems out there. But if you’re not quite convinced that it has all of the functionality that you need, you can still try it for FREE!
Click here for the latest FluentCRM pricing schedule.
5. FunnelKit Automations
FunnelKit Automations (the platform formerly known as Autonami) bills itself as the “all-in-one email marketing platform for WordPress”. But, even if that sounds braggadocious, it’s kind of underselling the power of this awesome plugin. With FunnelKit Automations, you’ll have access to some unparalleled features at nearly unbeatable prices.
As with most CRM platforms, you’ll find that FunnelKit Automations has all of the basics from email marketing to contact lists and segmentation.
Where FunnelKit Automations really stands out, however, is in its advanced marketing automations features. Set delays, goals, exits, jumps and much more to create fully responsive marketing campaigns informed by built-in analytics and fully integrated plugins and apps.
Who’s It For?
Given its affordability, FunnelKit Automations is an attractive option for just about any business. However, casual users, small businesses and anyone who is new to CRM platforms will find its many features overwhelming.
Experienced WordPress users and businesses with large and diverse contact lists will be able to make the most of FunnelKit Automations’ many advanced features.
Groundhogg was among the first fully integrated CRM and marketing automation plugins on the market. As such, new entrants (many of whom are on this list) have adopted Groundhogg’s original features and improved upon them. But that doesn’t mean that it isn’t still “Groundhogg” Day. Especially not when you consider that this Groundhogg lives in one massive ecosystem of extensions.
Contact management, custom reports and custom fields are just some of the premium features that Groundhogg shares with its competitors. However, exclusive features such as advanced search filtering and a centralized contact record make managing your contact list at scale uniquely easy and effective with Groundhogg.
Who’s It For?
Groundhogg is designed so that you can either launch at scale or grow your contact lists (and revenue) indefinitely. Part of what makes Groundhogg the best CRM platform for businesses with contact lists longer than the yellow pages is its pricing schedule. No matter how large your list grows, Groundhogg will never charge you a “success tax”.
In case you weren’t interested in forking over any cash quite yet, you can download the FREE Groundhogg plugin and get started with basic sales funnels and email blasts. Groundhogg also offers a 14-day money back guarantee so you can try out paid features before truly committing.
Click here for Groundhogg’s latest pricing schedule.
As with other big names on this list, HubSpot is an all-in-one marketing, sales and customer service platform. Unlike any other major WordPress CRM platforms, however, HubSpot gives you indefinite—if limited—access to tons of premium features including ad management, chat, customer ticketing and even SEO recommendations for FREE.
HubSpot has five separate but related “Hubs”—Marketing, Sales, Customer Service, CMS and Operations. The Sales and Customer Service Hubs have most of the CRM features, including predictive lead scoring, goals, and ticket and deal pipelines. Between all of the “Hubs”, you’re sure to find all of the tools that you’re looking for and dozens more that you didn’t know you needed.
Click here and scroll down the page for a side-by-side comparison of HubSpot’s Free, Professional and Enterprise features for each “Hub”.
Who’s It For?
HubSpot’s free WordPress CRM plugin has enough functionality for any business—and too much for some. That said, growth-oriented businesses will make the most of HubSpot’s features. If you’re new to CRM platforms but you’re hoping to become an expert, you can learn, grow and scale with HubSpot—although your cost will increase as your mailing list does.
HubSpot is a massive platform with a long learning curve—even for an old hand in CRM. As such, we recommend trying out HubSpot’s various demos before making any purchase decisions to be sure that it’s the right fit for your workflows.
HubSpot’s pricing schedule is extremely flexible. You can build your own bundle for as little as $45/month or opt for the Enterprise plan at $4,999.99/month. Every business is going to have its own needs so we recommend building your own bundle with or without various add-ons for support.
8. Jetpack CRM
For the entrepreneur that wants to fly comes Jetpack CRM. Back in 2019, Automattic (the same company that gave you WordPress.com) purchased Zero BS CRM and rebranded it as Jetpack CRM. But they kept the “zero bs” attitude.
Loaded with distinctive features that bring an unparalleled degree of professionalism to your business, Jetpark CRM is tough to beat. That’s especially true when you decide to bundle it with Jetpack’s site security and performance products.
There aren’t many CRM platforms that pair quotes and invoices with click-to-pay URLs for your customers. There are even fewer that give you access to multi-language extensions, multiple emails per customer and click-to-call support. In fact, Jetpack CRM might be the only one.
Click here and scroll down the page to learn more about Jetpack CRM’s distinctive list of features.
Who’s It For?
Jetpack CRM is for entrepreneurs looking for tools to better chart their upward trajectory. Whether you’re running a local brick-and-mortar with a burgeoning digital presence or you’re an emerging social media influencer trying to leverage your international audience, Jetpack CRM has exactly the tools you’re looking for.
The team over at Jetpack CRM understands that all businesses start somewhere—i.e., on a shoestring budget in a garage filled with old boxes. That’s why Jetpack CRM is FREE (and open source) forever! Eventually, however, your business will grow and so will your CRM needs. And Jetpack CRM is there to help you reach new heights.
Click here for the latest Jetpack CRM pricing schedule.
Mailchimp is one the most user-friendly CRM platforms on this list—primarily because there’s no monkey business. Ok, fine. There’s some monkey business. It’s a kind of no-frills platform with standard CRM features that work well, are easy to use, and relatively inexpensive to scale. But don’t underestimate this chimp—if you use it well, you can make your own “Platform of the Apes”!
Signup forms, segmentation and surveys? Check. A/B testing, tags and dynamic content? Check. A banana to boost your potassium because it’s time to choose from 100+ pre-built email templates? Check.
The one area where Mailchimp slips on a banana peel and falls behind its competition is with its automation tools. But if you have a WordPress automation plugin such as Uncanny Automator, you can glide on that banana peel and save yourself countless hours of repetitive tasks.
For a full description of all of Mailchimp’s features, click here.
Who’s It For?
Mailchimp is for the titans of ecommerce… and the plucky startups and the intrepid freelancers and the bold developers. With a flexible pricing schedule, a robust set of tools at any level, and a very level learning curve, there’s no reason that you can’t get started with Mailchimp.
Give one million monkeys one million typewriters and, eventually, they’ll recreate the works of Shakespeare. But it’s far more cost-effective just to get Mailchimp.
Click here for the latest Mailchimp pricing schedule.
It’s hardly even fair to call MailerLite a WordPress CRM platform. Actually, it’s hardly fair to call it a “mailer”. Or “lite” for that matter. This WordPress CRM platform gives you the ability to build your website, landing pages, blog and paid newsletter subscriptions on top of its email marketing and automation features. Impressed yet? What if we said you could do it for free?
MailerLite is not your typical CRM software. In addition to standard CRM features (tags, groups, email automation and A/B split testing), MailerLite offers drag-and-drop page and web builders. It’s a unique set of tools that you won’t find with any other CRM but it’s also a set of tools that will go unused by some businesses.
Who’s It For?
It’s tempting to say that every business can make use of MailerLite because of its rich offer of features. In practice, however, MailerLite is best-suited for those who are just starting out and haven’t yet built their website, blog or newsletter mailing lists. In essence, MailerLite is best for startups who are new to WordPress and web design.
Much like with ConvertKit, brand new content creators will find MailerLite to be the most effective WordPress CRM platform for their needs but it might be costlier to scale.
As with most other CRM platforms, the price you pay for MailerLite will increase as your mailing does. But it starts out very affordably. Very FREE, in fact.
Growing Business: $9/month
Enterprise: Contact MailerLite
For the latest MailerLite pricing schedule or to find out how much it will cost for your mailing list, click here.
Roses are red, violets are blue. MailPoet is rad, and so are you. (We promise that you’ll be able to write far more compelling email campaigns than that with MailPoet.) MailPoet is the CRM designed for the WordPress blogger with wit and a steady, loyal subscription base.
All of MailPoet’s features are about helping you to connect with your subscribers and forge lasting relationships. Automatically notify your contacts when you publish a new post or remove inactive subscribers after trying to win them back with your wonderful words. Of course, as with most CRM systems, you’ll be able to segment your contacts (not everyone wants haikus every day), set goals and create simple automations.
MailPoet doesn’t just help its users craft magic with their words, however. It ensures deliverability. With its own SMTP service, MailPoet guarantees that your emails will find your subscribers’ inboxes and not their slush piles.
Who’s It For?
If you have an existing WordPress blog with a loyal subscriber base, MailPoet can help you open up new avenues and revenue streams. However, unlike with Groundhogg, MailPoet gets pricier (and fast) as your mailing list grows.
Everyone likes FREE but MailPoet’s Starter plan is only available for up to 1,000 subscribers (prices above are based on that figure).
Click here for the latest MailPoet pricing schedule.
Grow Your Contact List with Uncanny Automator
With so many great options, 2023 is shaping up to be the year of the WordPress CRM platform. And, given that most of them offer free trials or extended money back guarantees, you can’t really make a wrong decision. Regardless of which WordPress CRM platform you choose, however, you’re going to need a little help managing your new workflows.
For that, there’s Uncanny Automator.
As the #1 WordPress automation plugin, Automator enhances your CRM software so you can spend less time on repetitive tasks and more time connecting with your customers.
Want to tag your students in your chosen CRM based on their LearnDash activity? No problem. How about syncing your CRM data to Google Sheets to make analytics of your own? Easy as pie! Better yet, automatically build a contact database in Airtable with your CRM data that you can share with your entire team.
Automator integrates with all of the WordPress CRM platforms that we’ve explored today but there are some with more integration features than others. If you’re experienced with WordPress CRM platforms, then we recommend pairing Uncanny Automator Pro with ActiveCampaign or HubSpot. Alternatively, if you’re just getting started, Groundhogg, FluentCRM and Mailchimp are great, affordable options—and Groundhogg won’t charge you more as you grow!
Automator is big on saving. Saving you clicks, saving you time and saving you money! Just like with most of the WordPress CRM platforms we’ve explored, Automator has a no-cost, no-code option that makes it easy to get started.
Basic: FREE + some credits on the house!