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wordpress crm plugin
Customer relationship management ( CRM ) is a comprehensive approach to managing interactions and relationships with customers and prospects. But wouldn’t it be great if there were WordPress CRM plugins that could integrate customer relationship management directly into your website?
Luckily there are several and we will look at the pros and cons together.
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Build a WordPress CRM System with Plugins
A CRM plugin is a real WordPress management system that overseas chinese in usa data you to collect all the information about your customers. You can then separate the data by customer characteristics and filter customers based on the chosen attributes.
Most WordPress CRM plugins have these features and allow you to better understand your customers for service and marketing purposes.
One of the most common differences you will find in different WordPress CRM plugins is the availability of automation tools. This alone can help you save time and money by avoiding repetitive processes.
Another big difference is that some plugins provide insights while others only do the most basic tasks like storing customer information.
Read also: The 5 best Mailchimp alternatives for email marketing
WP CRM
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WP-CRM is a great tool that allows you to add custom metadata by extending the WordPress user management system .
Contacts can be easily created and you can add as many or as few attributes as you need. With a little coding knowledge, you can even set up notifications.
Price: WP-CRM is free, but you can purchase add-ons like group messaging.
Pros: This tool offers easy integration with the free WP-CRM invoicing plugin and has the ability to choose which data to track. Contacts can also be categorized and filtered.
Cons: The plugin framework is not as intuitive as it could be and requires general coding knowledge. This makes it more ideal for users with programming skills.
Zero BS WordPress CRM plugin
Jetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & AutomationJetpack CRM – Clients, Leads, Invoices, Billing, Email Marketing, & Automation
Author(s): Automattic – Jetpack CRM team
Current Version: 6.5.0
Last Updated: 10/01/2025
zero-bs-crm.6.5.0.zip
86%
Ratings
30,000+
Installs
WP 6.0+
Requirements
Zero BS WordPress CRM bills itself as the “simplest and fastest” WordPress CRM plugin out there.
The plugin offers basic CRM functionality like customer management, adding custom fields, and providing front-end lead forms in addition to online invoicing, a customer portal , and Zapier integration .
Online invoicing and Zapier integration are new features that were not available in version 1.0.
Price: Like WP-CRM and UkuuPeople, this WordPress CRM plugin is free, but you can purchase additional extensions like item sales history import and Stripe integration.
Pros: Zero BS WordPress CRM works on computers, smartphones and tablets. Its interface is intuitive and beginners have noted its ease of use. Additional extensions can integrate additional features such as email campaigns.
Cons: English and Spanish are the only supported languages. To work best this WordPress CRM plugin must be added to your installation to ensure compatibility.
UpiCRM
upicrm
UpiCRM is a standalone tool, but can be easily integrated into contact form plugins like Ninja Forms , Gravity Forms , and Caldera Forms . It includes an easy-to-use sales hierarchy feature.
Price: This WordPress CRM integration tool is absolutely free.
Pros: Captures customer information directly from forms. Simple WordPress CRM plugin for the most basic needs.
Cons: You cannot add additional information to your contacts. You cannot correct spelling mistakes, you cannot add alternate phone numbers, and you cannot enter notes into the system.
WP-CRM System
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This powerful WordPress CRM plugin allows you to create as many records as you need and add your entire workforce to access customer data.
Contacts, tasks and projects can be managed directly in the WordPress admin area.
Projects can also be assigned and ranked based on the likelihood that a prospect will make a purchase.
Price: The core plugin is free, but you can purchase additional extensions like Zendesk Connect integration and billing.
Pros: This WordPress CRM plugin can be used in English, Spanish, Polish, or Russian. It can integrate with Slack , Zendesk, and other plugins via additional extensions.
Cons: This system is proprietary, so you can't extend its functionality without purchasing extensions.
Best CRM Plugins for WordPress
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