How to Implement a CRM System for Your WordPress Website

By / October 31, 2019

If you’ve never heard about CRM or simply don’t know what it is, here is a concise definition for you.

 “Customer Relationships Management or CRM is a system that aims to build productive relationships with clients/leads to increase the company’s revenue.”

There are two ways to use CRM. First, companies have separate software for CRM, where they save their clients’ data. Second, website platforms like WordPress have CRM integrated into them as an add-on. Controlling it from the website platform is a more convenient way to go, which is why more companies have adopted that method.

Why Do You Need a CRM Plugin?

CRM plugins come in handy for a company when it starts to grow and its client database expands. They help companies to keep essential consumer data like age, gender, buying patterns, contact info, and etc. This information later assists them to make the communications with their clients more personalized. Personalization, in its turn, shows customers that the company cares about them, thus considerably improving brand loyalty.

That being said, it is important to know how to implement a CRM system for your WordPress website. This part may appear scary, but it is not really rocket science.

In order to implement a CRM system for a WordPress website, you need to find a plugin to download. On a side note, if you don’t know what a WordPress plugin is, here is a short description for it. WordPress plugins are ready PHP templates that either add or integrate various functions to the website.

For example, some plugins add functions like live chat, subscription, contact forms, or integrate SEO, CRM, or many other tools into the website. Without WordPress plugins, website developers would have to write every function by themselves, which would waste their time and money. 

Getting back to the main topic, once you’ve found a proper CRM plugin, you need to download and install it. This process takes not more than 3-5 minutes. When the download is complete, most plugins will aid you to choose the settings that match your needs best.

After the final steps of the setup, you’ll see the CRM interface and a button to integrate your clients’ data. In any case, if you have difficulties, turn back to the plugin’s website, where you can find video tutorials. Usually, CRM interfaces are quite intuitive and don’t cause any major confusions.

Now that you have theoretical knowledge on how to implement a CRM system for a WordPress website let’s discuss the same process on three of the best CRM plugins and see how you can use their features.

WP ERP

WP ERP is the ultimate CRM plugin for small businesses or startups partly because its core features are free. Unlike some of its competitors, the free features are far more than just the basics of what businesses need.

The plugin can help you personalize communications with you and your clients. The free package allows you to maintain each of your customer’s personal preferences. You can use this information to show more care about your clients and increase brand loyalty.

WP ERP has a straightforward interface that allows you to handle customer interactions. In addition to this, it enables you to schedule meetings and take notes from them. You can use this as an asset especially when you deal with customers in person and need to register important information. 

Some other options of WP ERP that come for free are

  • Notification Emails – You can get in touch with your clients and give them important updates if you have some. This enhances the communication between company and its clients
  • Daily Overview of All Modules – Simply put, this feature gives data regarding the work of your CRM system on a daily basis. It is essential for you to know what you’re doing right and what not
  • Statistical Reports – As opposed the previous feature, this one gives you insights of how your company develops. With this feature you can see how CRM system contributes to your company’s development

Besides handling customer relationships, WP ERP also has a variety of features to administer company’s internal communications. It has a flexible menu for employees’ information like age, experience, salary, leaves, and holidays. These tools are useful for keeping the internal communication disciplines and following company’s internal regulations. 

How to Install WP ERP?

The installation process of WP ERP is very simple. After activating it from the WordPress Plugins section, there are several steps to do.

Step 1: Fill in the general settings like date and time, industry, departments, and working hours.

Step 2: From the WordPress Dashboard go to ERP Settings, then Modules

Step 3: Going in the Modules section will show you three checkboxes to mark (CR Management, HR, and Accounting). Choose CR Management and click Save Settings.

Step 4: Go back to the Dashboard, click on the CRM button and the page will get you there

Step 5: Click Add New Contact to integrate a client data and get started

The whole installation process will take you only five minutes. The only issue that you might have with WP ERP is that it has some paid add-ons that other plugins offer for free. Other than that, you’ll love it, especially if you want to save on CRM software. 

UkuuPeople

Most users consider this strangely named plugin to be the best one in the market. Unlike most of its competitors, UkuuPeople keeps all of its functions simple and easy to use. With this plugin, you can collect and organize large data effortlessly. 

UkuuPeople has a unique feature called “Tribes” that allows you to arrange your data based on your preferences. This feature is designed to make it easier to handle customer interactions, which is especially important for those who have bigger teams. Therefore, there is little to no chance for any unnecessary confusion. 

UkuuPeople doesn’t have too many paid add-ons, and the most fundamental options come free of charge. The only pitfall of the plugin is that integration with useful business apps like MailChimp fall among the paid add-ons. Some of the options included in the free plan are

  • Email List Management – this is a very convenient feature that allows you to build your own email list and segment them. If email is one of your preferred marketing channels, then this feature is a must
  • Easy Integration with Other Plugins – If your website is built on WordPress, you probably use other plugins for contact page, live chat, etc. Most of the plugins can become more practical when being integrated into a CRM system
  • Tools for Sales Transactions – developing a separate function for transactions is an additional hassle if your website supports online sales. Hence, this plugin will be perfect for you because you can conduct sales transactions through it

How to Install UkuuPeople? 

Step 1: Either go to the Plugins section and add the plugin from there or download it from their website

Step 2: Go back to the WordPress Dashboard and choose UkuuPeople from the menu

Step 3: Choose General, Integrations, or Licenses. In the beginning, you may want to select Integrations to upload your contacts

vCita

As opposed to the previous two plugins, vCita only comes with paid packages. However, it has a free app specifically for those who want to use its very basic functions. It is important to notice that the functionality and abundance of useful features of paid plans certainly help make up for their price.

vCita allows you to keep in touch with your customers and schedule appointments. If you run a business where customer communication is face-to-face, these two options are an absolute necessity for you.

Besides these, vCita also has features for conducting email and SMS marketing campaigns. If you had previously used email or SMS marketing, you can integrate the same databases into the CRM system and control them from there. Moreover, you can also receive insights about the engagement rates of your campaigns. 

vCita also has special apps for Android and iOS devices that helps to be connected to it outside of the office. Some of the other notable options of vCita include but are not limited to  

  • Calendar Management – as its name suggests, calendar management allows you to handle your company’s schedule for events, meetings, or appointments. It helps you to keep things organized in your company
  • Lead Generation Features – this is a side feature that works independently to bring you more consumers
  • Mobile-friendly Landing Pages – the online world leans towards mobile devices, which is why mobile-friendly website is essential. cVita will help you optimize your landing pages for mobile users. 

vCita pricing is quite flexible. The three packages, Essentials, Business and Platinum cost respectively $29, $59, and $99 per month. When billed annually, the prices go down to $19, $45, and $75 per month.

How to Install vCita? 

The initial steps of adding the plugin to your website and activating it are similar. However, because vCita is a more complex plugin, the installation process is a little different than others.

Step 1: Before the installation, you need to go to the vCita webpage and create an account (or you can create an account during the installation when the system asks for your login and password)

Step 2: When you complete the installation, a tab will be added to the left side of the WordPress panel. Go there and click on the vCita Scheduling Panel

Step 3: Log into the system with the credentials that you chose for registration

Step 4: When you log in, an Activate Engage pop-up appears for you to choose your preferred options

After these steps, you’re good to go. The system is quite intuitive, and there are little chances for you to get tangled. In any case, they have explanatory material on their website that can answer most of your questions.

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