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WordPress Best CRM Software for Small Businesses (Top 3)

In this post, I will be analyzing the top 3 WordPress Best CRM Software for Small Business.

In this post, I will be analyzing the top 3 WordPress Best CRM Software for Small Business.

If you are running a business, having a CRM Software for your small business enables you to grow your business better. It helps turn visitors into leads, nurture them into customers, and measure your business growth.

When you make use of these WordPress Best CRM Software for Small Business you ensure consistent outcomes and take advantage of improvement opportunities by

  • managing your customer relationships
  • Having better knowledge of your customers
  • build funnels better
  • Better customer retention
  • Discover new clients
  • Helps the sales team in closing deals faster
  • Increased Revenue and Decreased Overhead
  • Improved Customer Satisfaction
  • Optimize your marketing better
  • Increased Collaboration and Coordination among staff members and customers
  • Improved Data Insight and Analytics
  • make more profit and
  • increase your conversion rates.

These top 3 WordPress Best CRM Software for Small Business are chosen based on the above criteria.

Now let’s examine the best top 3 WordPress Best CRM Software for Small Business

1. Jetpack CRM

JETPACK WordPress best CRM Software for small business

Jetpack CRM is one of the best CRM Software for small business with which small business owners can easily make more profit and have happier business interactions every single day.

According to Automatic, Jetpack CRM is designed to be straight forward , flexible and impactful.

Jetpack CRM is built for business managers and bootstrapped entrepreneurs, and it is the perfect start-up tool to manage your business essentials.

The following features make Jetpack CRM one of the best in the CRM software for small business:

  • It is simple to use
  • It integrates easily with eCommerce sites, and to track orders and automatically sync payment transactions.
  • It works well for Agencies & Pro Freelancers, start-up & non-profit
  • It has an invoice plugin for WordPress. (It’s also an invoice plugin for WooCommerce.)
  • It has a client manager for WordPress. With a Client Portal for customers to view quotes, invoices, transactions, and files.
  • It has a lead generation tool for WordPress.
  • It enables small businesses to make quotes and customer proposals right in WordPress.
  • It has a billing System for WordPress.
  • Jetpack CRM can be connected to Stripe and PayPal via extensions and work as a payment gateway.
  • It has a contact management platform for you to add and manage leads and customers
  • It has a quote builder for you to write & deliver stunning online proposals to clients
  • It has a client portal where customers are allowed to to view proposals, invoices, and files on your website.
  • It has a task scheduler for scheduling and managing calendar against contacts and companies

As of the day of this post, Jetpack CRM was last updated 4 weeks ago and has an active installations of 10,000+. It requires WordPress Version 5.0 or higher and PHP Version 5.6 or higher to function properly.

2. Fluent CRM

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Fluent CRM is one if the best CRM Software for Small Business for WordPress websites. It is one of the best simplest, fastest and complete feature-rich CRM solution.

With Fluent CRM, you get the following features:

  • managing your customer relationships
  • building your email lists
  • send email campaigns
  • build funnels
  • make more profit and
  • increase your conversion rates.
  • send email campaigns to targeted audiences
  • send sequential emails
  • onboard your new customers
  • automate your full email marketing with powerful automation visual automation builder.
  • analyze the open rate
  • Analyze click rate
  • Analyze revenue earned from specific campaign.
  • Check data matrix like who open the emails and who clicked
  • Segment your customers further.
  • In-detailed campaign reports
  • Run Automation for customer on-boarding or on different WordPress events.
  • Store all your customer information in a central place.
  • Automatically import your contacts from CSV/WP Users/WooCommerce customers and view them in a central place.
  • Know and analyze every bit of information about your contact.
  • Works well with WooCommerce and show all the relevant data from WooCommerce, EDD, LearnDash, LifterLMS and give you better visibility.
  • Track every marketing emails by Contact level
  • Store Notes, Meeting logs, Calls in the contact profile
  • Segment your contacts by Lists, Tags and filter for your appropriate target.
  • Create Tags/Lists as many as you want and assign your contacts to your appropriate segment
  • Send Marketing emails by including tags or lists and even excluding some contacts that are not intended to get a specific campaign email.
  • Save and Store all your pre-written email copies in a central place and use that whenever you want.
  • Build a beautiful email body using an excellent email builder powered by Block Editor.
  • Help you to collect leads, automate emails, display subscription forms, send email newsletters all inside WordPress.
  • Design high converting customer journey with powerful funnel builder.
  • View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets
  • It works and integrate very well with Page builders such as:
    • ThriveThemes integration
    • Divi Themes
    • Elementor Page Builder
    • Gutenberg / WordPress Editor Conditional Blocks
    • Oxygen Builder Integration
  • It works and integrate well with LMS plugin
    • LifterLMS
    • LearnDash
    • TutorLMS

Another feature I love about FluentCRM is that there are no limitations. You can send as many emails as you want and also no limitations on contact numbers.

As of the day of this post, FluentCRM was last updated 3 weeks ago and has an active installations of 10,000+. It requires WordPress Version 4.0 or higher and PHP Version 5.6 or higher to function properly.

3. Hubspot CRM

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HubSpot is one os the Best CRM Software for Small Business. It enables you to grow your business better. With HubSpot CRM you get to turn your visitors into leads, nurture them into customers, and measure your business growth.

The following features make HubSpot CRM one of the best top Email Marketing Software for Small Business:

  • Engage visitors with live chat and chatbots
  • Convert leads with forms & popups.
  • Build beautiful, responsive email newsletters inside WordPress
  • Nurture your leads with marketing automation campaigns.
  • Manage your entire contact database  Group contacts together with the built-in list builder.
  • Measure your business growth in real-time with easy-to-understand analytics dashboards.
  • Your website forms will automatically sync with your HubSpot CRM
  • Easily manage your contacts, segment them into lists, and see every interaction they’ve had with your website.
  • Creates & updates each contact record with a unified timeline of the contact’s page views
  • Live chat conversations,
  • Form submissions
  • Build beautiful, responsive newsletters to send to your contact database with HubSpot’s easy-to-use, drag and drop email builder. Send an email automation anytime someone fills out a form or engages with your live chat & chatbots.
  • Comes with 20+ pre-designed email templates
  • Personalize your messaging and start tailoring content for each of your subscribers.
  • Ability to create A/B testing
  • Email tracking, open rate and click rate of each campaign.
  • Automatically logged in your customer relationship management (CRM) software
  • Create beautiful forms and popups on your website in minutes using the intuitive drag and drop builder.
  • Ability to choose which pages you want your popups displayed.
  • With HubSpot CRM you can be used to create nearly any type of form such as:
    • announcement popup
    • banner bar
    • conditional logic form
    • contact form
    • custom form
    • donation form
    • email form
    • exit intent popup form
    • event form
    • feedback form
    • mobile popup
    • newsletter form
    • order form, payment form
    • popup form, quiz form
    • quote form
    • signature form
    • signup form
    • star rating form
    • sticky bar
    • survey popup
    • web form
  • It has built-in marketing analytics (email analytics, traffic analytics, and website analytics)

HubSpot can easily integrate with platforms such as:

  • Social Media Software
  • BigCommerce, Shopify, Stripe, WooCommerce
  • Live Chat / Customer Support Software: Drift, Front, Help Scout, Intercom, LiveChat, Pure Chat, Zendesk
  • Page builders – Elementor, Gutenberg e.t.c

As of the day of this post, HubSpot was last updated 3 weeks ago and has an active installations of 200,000. It requires WordPress Version 4.0 or higher and PHP Version:5.6 or higher to function properly.

Conclusion

Now you know the top 3 WordPress Best CRM Software for Small Business. They are:

  • Jetpack CRM
  • Fluent CRM and
  • Hubspot CRM

Is there any other CRM software you think should be in the list of the top 3, let’s here about it in the comment section.

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Omoregie Johnson
Johnson Omoregie is an SEO specialist/Website Developer/ SEO Copywriter/Content Developer. He eats and sleeps Search Engine Optimization (SEO)/Digital Marketing. And help business generate leads and conversions through Organic Traffic. He is the author of Business Profit Blueprint: Million Dollar Tips To Promote Your Business And Increase Profit. https://about.me/omoregie.johnson
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