8 WordPress CRM Solutions for Your Business or Nonprofit

Keeping track of your leads, contacts and community members is of the utmost importance for growing and communicating with your customer base. Many businesses are turning to CRM (Customer Relationship Management) solutions to help them keep in touch. If your site runs on WordPress, you will be able to save quite a bit of time by using a CRM that directly integrates with your contact form and site membership. This is especially helpful if you have a strongly sales-oriented business or donor-driven nonprofit. Streamline your communication flow and never let your prospects fall through the cracks again.

We’ve prepared a a list of CRMs that integrate with WordPress. All of the options here are updated and ready to go with WordPress 3.0.

WordPress-to-lead for Salesforce CRM


WordPress-to-Lead for Salesforce CRM creates a solid integration between your WordPress install(s) and your Salesforce CRM account! People can enter a contact form on your site, and the lead goes straight into Salesforce CRM. Learn more about how you can capture more leads with WordPress and Salesforce CRM.

Download Plugin

RoloPress


RoloPress is an Open Source Contact Manager, licensed under GPL v2, and built on the WordPress. It uses standard WordPress features like Posts, Custom Fields and Custom Taxonomies to transform WordPress into a contact Manager. You can also expand its functionality with themes and plugins

Download Theme

WP Highrise


This plugin generates a form which you can drop on any page or post. When a visitor fills the form, the data will be sent to you via email and it will also be sent to your 37signals Highrise account so that you can easily manage and record information from contacts through your website.

Download Plugin

Capsule Web2Lead


This plugin provides a widget that allows the user to place a web to lead form in their side bar. When a visitor fills in the form a lead is inserted into the users Capsule CRM account.

Download Plugin

WICE Contact for WordPress


The WICE Contact for WordPress plugin allows you to build a contact form that you can place on your site via a shortcode. The plugin will send the data to WICE CRM-Groupware, a web-based solution for customer relationship management. WICE CRM-Groupware automatically adds the new address and contact person and starts a new ticket for further contact management.

Download Plugin

CRM4WordPress


This plugin does something a little different. Anytime a visitor posts a comment on your blog his details will be captured in the BatchBook CRM system.

Download Plugin

WP Sugar CRM API SOAP


SugarCRM is a commercial open source CRM software for sales force automation and customer support. This plugin enables you to access SugarCRM using its SOAP interface.

Download Plugin

Gravity Forms plus Constant Contact


Gravity Forms makes the bridge between WordPress and Constant Contact, which is becoming more than just an email marketing service and now includes event and social media marketing to your contacts.

Download Plugin

If you’re aware of any more third party CRMs that have tools for integrating with WordPress please feel free to share in the comments.

Comments (16)

  1. Great tips about CRM. I have been using SFA web to lead which is awesome, saves time and shows referring kw and site but SFA is too heavy for a small biz. Need something simple. I am using google apps so experimenting with Manymoon right now. Looks cool, simple, easy and fast. Going to switch out SFA web-to-lead with Gravity Forms or maybe Yoast forms.

  2. thanks for this informations
    but I don’t see any plugin which handle the registered users list as a lead/customer directory and allow the wp site owner to manage fields or to follow each registered user as a lead.
    any idea ?

  3. Rolo plugin looks like the best CRM plugins from this list. I just tryed it for WordPress 3.2.1. Unfortunatelly it doesn’t work. Tested for WordPress 3.0. When I tried to activate it got the same error :

    The plugin does not have a valid header.

    Others plugins are not 100% CRM.

    But thanks author for idea anyway. :)

  4. Hello

    Let me add that there is a wordpress plugin, Apm Crm, available on wordpress site, doing a lot of things.
    This is fully integrated in wordpress and a new release is coming regularly with a new update planned for may 2013.
    You could take a look.

  5. Ninja Forms, which has a great drag-n-drop form builder has add-on integration for Zoho CRM. Capsule CRM and Insightly CRM are in development. The Ninja Forms builder is free through the WP repository and the add-ons are very affordable with options for both single site and unlimited site licenses.
    Here’s the link to check it out:
    http://ninjaforms.com

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