In this competitive market, it has become essential for companies to not only expand their customer base but also create a pool of loyal customers in order to grow. CRM solutions are meticulously designed to provide every feature that enterprises require to build and manage relationships with their customers.
This article will provide a comprehensive understanding of WordPress and its features. The article will give an overview of Customer Relationship Management, its advantages, and the best WordPress CRM plugins in.
Table of Contents
- An understanding of the need for CRMs.
What is WordPress?
WordPress is the world’s most widely used Content Management System (CMS) for creating and managing professional-looking websites for various purposes. It is Open-source software that is available for everyone at no cost, but users need to pay for web hosting and domain names. WordPress can be used to create multiple types of websites, including blogs, business websites, galleries, forums, event websites, membership websites, e-learning, and e-commerce websites. The platform allows users to effortlessly create, host, manage and publish content online on websites. According to a recent report, over 40% of the world’s total websites are hosted on WordPress.
As WordPress is a Cloud-based platform, users do not need to install any specialized hardware at their workplaces to use the software. It is a highly versatile platform that is being used by businesses of all sizes, bloggers, and individual business owners to publish their desired content online.
WordPress offers numerous pre-built templates for companies to choose from depending upon their needs. All the templates are customizable that users can modify depending upon the requirements of their businesses. WordPress also provides numerous video tutorials to help users learn the functionalities of the software. Users also get access to various forums where users can resolve any of their doubts related to WordPress.
WordPress comes with out-of-the-box support for hundreds of third-party plugins that can be used to customize and enhance the capabilities of the platform. WordPress is written using PHP Scripting Language and uses MySQL to store the uploaded data. Additionally, if users want, they can choose other storage databases like SQLite. WordPress was developed by a United States-based company founded by Matt Mullenweg in 2000. However, the web designing and hosting software was launched in 2003.
Key Features of WordPress
Being the most popular CMS software, WordPress offers multiple features that help users to publish and manage content on their websites effectively. Below mentioned are a few noteworthy features of WordPress.
1) Theme Customization
WordPress provides a customization feature that lets users make changes to the appearance of their websites to suit their branding needs. Users can access this feature from the appearance and customization option present in the WordPress sidebar. However, the extent of customization depends upon the theme, which users select for their website.
2) Mobile Friendly
A major feature of WordPress is that all of its website templates are well optimized for mobile phones. The websites built on WordPress are responsive for smartphones and tablets. It also provides a smartphone application compatible with both Android and iOS that lets users manage their websites and add new content from anywhere in the world. The smartphone application drastically increases the accessibility of WordPress.
3) Content Publishing
As WordPress comes with an intuitive and easy-to-use interface, publishing content for websites becomes an effortless task. WordPress provides support for all web browsers and operating systems that allows users to seamlessly publish content from multiple devices. Users get the option of saving drafts and scheduling content that saves a lot of effort and time.
4) Search Engine Optimization
WordPress offers out-of-the-box support for multiple search engines optimization tools like SEMRush, Yoast SEO, Ahrefs, and more allow users to optimize their content for a better reach. Effective SEO results in greater traffic to websites and also helps them rank higher on search engines.
What is a CRM?
It is imperative for businesses to maintain a long-term relationship with their customers in order to grow their operations. Customer Relation Management (CRM) helps companies interact with their customers effectively to provide them with a better experience. CRM software offers multiple features that not only cater to customer service needs but also various Sales and Marketing requirements of businesses.
A CRM is currently one of the most prominent software in the world that is being used by businesses of all sizes for boosting their Sales and providing an enhanced Customer Experience. Most of the CRM software comes with support for integration with other applications like WordPress that are commonly used by companies to carry out their day-to-day operations.
3 Key Advantages of CRMs
Customer Relationship Management software gives companies various advantages that help them maintain a good relationship with their customers and also improve their Sales simultaneously. Below mentioned are a few notable advantages of CRM applications.
1) Better Communication
CRM Software displays critical customer information on screens that helps employees to effectively and tactfully communicate with customers. Better communication results in a greater chance of making a sale. CRM applications also allow companies to automate the process of sending emails and messages to customers regarding their queries, which helps in providing a better customer experience.
2) Better Efficiency
CRM software considerably increases the efficiency of businesses as employees no longer need to search different documents to find customer details and past records. Companies also get access to various metrics like Conversion Rate, Total Sales, and more that help them in making quicker and better-informed business decisions.
3) Better Customer Loyalty
CRM software also helps in increasing customer loyalty, and brand value as companies can provide a quicker and better customer service experience. Companies can automate various tasks like sending custom notifications, reminders, alerts that help to increase customer interest in products and services. A loyal customer base is critical for businesses operating in every industry as they are likely to make more purchases in the future.
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- Completely Automated: The Hevo platform can be set up in just a few minutes and requires minimal maintenance.
- Connectors: Hevo supports 100+ Integrations to SaaS platforms such as WordPress, files, Databases, analytics, and BI tools. It supports various destinations including Google BigQuery, Amazon Redshift, Snowflake, Firebolt Data Warehouses; Amazon S3, Databricks Data Lakes; and MySQL, SQL Server, TokuDB, DynamoDB, PostgreSQL Databases to name a few.
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- Scalable Infrastructure: Hevo has in-built integrations for 100+ sources (including 40+ free sources) such as WordPress, that can help you scale your data infrastructure as required.
- 24/7 Live Support: The Hevo Team is available round the clock to extend exceptional support to you through chat, email, and support calls.
- Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
- Live Monitoring: Hevo allows you to monitor the data flow so you can check where your data is at a particular point in time.
Top 5 WordPress CRM Plugins
Currently, there are multiple WordPress CRM Plugin options available in the WordPress Market that can be used to satisfy most of the business needs of companies. Below mentioned are the best WordPress CRM Plugins available.
1) WordPress CRM Plugin: Jetpack CRM
Jetpack CRM is a robust plugin for WordPress that comes with all the essential features and tools to help companies effectively manage their customers. Users get access to an informative Jetpack CRM Dashboard, which displays critical information like Revenue Overview, Customer Status, Lead Status, Transactions, Sales data, and many more. Jetpack CRM also provides multiple extension options like Client Portal and Invoicing Pro that cater to specific needs of companies.
The pricing of Jetpack CRM starts from $5.40 per month (billed yearly) and goes up to $17 per month. Jetpack offers a 14-day money-back guarantee offer to help customers choose the right platform for their use.
2) WordPress CRM Plugin: Bitrix24 CRM
Bitrix24 CRM is a very popular CRM integration for WordPress that provides tools for multiple tasks, including workload management, lead acquisition, sales automation, lead management, and many more. Companies can carry out and optimize most of their operations using Bitrix24 CRM. Bitrix24 CRM offers features like Live Chat, Telephony, Contact Form, Virtual Project Automation, and many others, which makes it a powered Customer Relationship Management integration for WordPress.
Bitrix24 CRM provides multiple subscription options that start from $49 per month and go up to $199 per month. Bitrix24 CRM also provides a free subscription plan for WordPress with limited functionalities.
3) WordPress CRM Plugin: HubSpot
HubSpot is an all-in-one CRM and Marketing solution plugin for WordPress. The plugin comes with various useful features like Email Marketing Support, Live Chat, Pop-ups, and many more that help companies in providing an unmatched Customer Experience. HubSpot allows companies to add filters for customers depending upon their engagement status to prioritize tapping those customers, which have a higher chance of making a purchase. The powerful analytics tools offered by HubSpot helps companies to better strategize Marketing and Sales Campaigns.
It is a free plugin that anyone can download.
4) WordPress CRM Plugin: Zoho CRM
Zoho CRM is a WordPress Plugin that efficiently captures every website visitor to turn them into potential customers. It is a very easy-to-use plugin that comes with multiple features, including Lead Segmentation, Customer Report Generation, Forecasting, Workflow Automation, Deal Management, and many more that helps companies to optimize their business processes and increase productivity.
Moreover, it is Open-source Software, which is available for free installation.
5) WordPress CRM Plugin: WP ERP
WordPress Enterprise Resource Planning is an all-in-one solution for every need of companies, including Accounting, Marketing, Customer Management, and many more. The software allows companies to simultaneously manage their website and business processes. WP ERP comes with a Powerful Dashboard that generates impactful insights to help companies better understand the performance of their businesses. Users can easily make notes of each customer, assign contacts to others, save search filters, create contact groups, schedule meetings, view activity logs, and perform various tasks using WP ERP.
It is also Open-source software that is available for download at no additional cost.
Customer Relationship Management is crucial for any business to operate successfully in the long run. The aforementioned WordPress CRM Plugins are highly reliable and feature-packed software that cater to every business need of companies. However, if features and usability are considered, HubSpot provides the best tools at no extra cost, making it the winner in this list.
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Hevo Data provides its users with a simpler platform for integrating data from 100+ Data Sources such as WordPress for Analysis. It is a No-code Data Pipeline that can help you combine data from multiple sources. You can use it to transfer data from multiple data sources into your Data Warehouse, Database, or a destination of your choice. It provides you with a consistent and reliable solution to managing data in real-time, ensuring that you always have Analysis-ready data in your desired destination.
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