Whenever you are starting an online business, you should look for a reliable platform and you should focus on the things that will help you in the perfect way.
If you are looking to have a professional website, then you should consider using WordPress. However, you will have to select the platform that will help you manage your clients easily. WordPress offers you tons of great features and helps you expand your business without facing any hassle. To improve the functionality of your WordPress website, you can use multiple tools that will allow you to get the desired outcome.
If you are worried about managing your clients properly, then you can use Customer Relationship Management plugins. WordPress offers tons of great CRM plugins that you can use to improve the functionality of your WordPress site. Moreover, you will be able to manage all of your clients and you can avoid all the problems by using the right tools for your website.
By selecting the right plugin, you can easily manage your online business. Whether it is an online store or a services business, CRM plugins will allow you to manage things easily. Let’s have a look at the best CRM plugins out there that you can use for your WordPress website.
If you are using WooCommerce for your online store, then you must know that there are tons of features that you will be able to enjoy. However, if the sales volume is high, then it will become difficult for you to track your customers and orders. In such a situation, a good CRM plugin is the perfect way to proceed. WooCommerce Customer Relationship Management plugin will provide you multiple key features and you will be able to access multiple customer-specific metrics and you will be able to know your best buyers. It will allow you to gain access to the advanced metrics for each customer and you will be able to add custom fields to your customer files.
Here is another great CRM plugin that you can use to manage your customer’s files. It will allow you to add custom attributes to your WordPress users and you can filter them according to the data. It also has multiple key features including creating a customer database with custom attributes, getting access to simple graphs representing your customer breakdown. Moreover, you can easily set up any type of custom attribute that you want to use. The plugin comes for free. However, if you are looking for advanced features, then it has multiple add-ons that you will have to purchase.
WP ERP is one of the most popular WordPress CRM plugin that you can use for your WordPress website. It will allow you to manage your customers and you will be able to take care of all the leads as well. It includes all the basic CRM features and will provide you human resource management options and you will be able to use the accounting functionality as well. The plugin has multiple key features including keeping track of employee files and information. You will be able to manage your customer relations through your WordPress dashboard. You will also be able to get support for over 44 currencies as well.
UkuuPeople is one of the most famous platforms available for managing your customers. It is both, a plugin and a platform that you can use. It will allow you to save your customer’s information and it will allow you to track your contacts automatically. This plugin also has multiple key features and it is one of the most advanced CRM plugins available out there. It will allow you to segment your customers according to any metric you want. Moreover, it will allow you to assign specific tasks to your team and schedule meetings.
If you are looking for a practical CRM and lead management plugin, then it is another great option that you should consider. You can easily store customer data using this plugin and you will be able to schedule your appointments and set up companywide events. This plugin will also provide you multiple key features including collecting credit card payments, submit invoices, and track receipts. You will be able to store customer information on one central database. Moreover, you can schedule customer interactions and office events as well.
If you are worried about leads being wasted, then you should consider using UpiCRM. It is all about leads management and it will provide you the best features that you can use to manage your online business and customers. You can easily sort your leads according to their status. It has multiple key features that you can use including assigning leads to anyone on your team, saving your WordPress sign-ups and contact form submissions as leads.