In the digital era, having an effective WordPress lead management plugin is no longer an optional luxury; it’s a crucial necessity for any business aspiring to grow. If you run a business or a website on WordPress and you’re not using a WordPress lead management plugin, you’re potentially missing out on a goldmine of opportunities. These plugins can drastically transform the way you capture, nurture, and convert your website visitors into loyal customers. To empower your business in its growth journey, we have handpicked the 7 best WordPress lead management plugins for 2023 that you should consider using.
Table of Contents
What is Lead Management?
Lead management is a systematic process of attracting potential customers (leads), tracking their activities, nurturing them through the sales funnel, and converting them into paying customers. This process often involves various marketing strategies and technological systems like CRM (Customer Relationship Management) software.
Why Do Businesses Need Lead Management Processes?
In this hyper-competitive market, businesses that excel in lead management are the ones that stay ahead. A robust lead management process helps businesses understand where their leads are coming from, gauge their interest level, and provide personalized content that moves them down the sales funnel. Without such a process, businesses might miss potential opportunities, or worse, lose leads to competitors.
Better Customer Relations:
Effective lead management results in improved relations with customers as it allows for personalization and immediate response to customer inquiries.
Increased Sales:
By properly nurturing leads, businesses can enhance the probability of converting those leads into sales.
Improved ROI:
Businesses can achieve better Return on Investment by effectively managing and tracking the performance of their leads.
Streamlined Marketing Strategy:
Lead management helps businesses in streamlining their marketing efforts by identifying the most effective marketing strategies.
Our Shortlist of the Best WordPress Lead Management Plugins in 2023
1. Propovoice CRM
Product Description: Propovoice CRM is a top-of-the-line WordPress lead management plugin thats primary objective is to help users manage and grow their service businesses efficiently.
This CRM offers several core functionalities, including Leads Management, Deals Management, Estimate Builder, CRM, Projects Management, Contacts Management, Business Setup, and Settings. Besides, it’s also known as one of the best WordPress invoice plugins.
In addition to the core features, Propovoice CRM offers a set of Pro features that accelerate business growth and improve financial health. Moreover, it aims to help freelancers, service agencies, and individual contractors organize their work, enhance client relationships, and achieve business success in the competitive digital era.
Best Used For: Small to Medium-sized businesses
Pros:
- User-friendly interface
- Robust automation features
- Excellent customer support
Cons:
- Might be expensive for small businesses
- Lacks advanced reporting tools
Rating: 4.6/5
Price: Starts at $79 /year.
2. WP ERP CRM
Product Description: WP ERP CRM is a complete WordPress lead management solution that combines HR, CRM, and accounting solutions into one. Besides, it is a comprehensive Enterprise Resource Planning (ERP) system that allows users to efficiently manage their WordPress site and business operations from a single platform.
Moreover, it offers real-time reports and better data management capabilities, helping businesses operate more efficiently, reduce errors, and prepare for growth. These modules cover the basics of managing a business, making it an ideal ERP solution for various types of enterprises. WP ERP also offers premium extensions under WP ERP Pro, which provide additional advanced features and integrations.
Best Used For: Small to Large-sized businesses
Pros:
- Multi-purpose CRM
- High degree of customization
- Open-source
Cons:
- Requires technical expertise to set up
- Limited integrations
Rating: 4.4/5
Price: Starts at $12.99/month with one user.
3. FluentCRM
Product Description: FluentCRM is another WordPress lead management plugin offering powerful features for email marketing, audience segmentation, and automation. Besides, it offers a simple and fast way to manage customer relationships, build email lists, send email campaigns, and create marketing funnels. With a user-friendly interface and advanced automation capabilities, FluentCRM allows businesses to send targeted email campaigns, analyze campaign performance, and segment contacts efficiently which makes it one of the best free CRM plugins for WordPress.
FluentCRM also provides seamless integrations with native WordPress, WooCommerce, Easy Digital Downloads (EDD), LMS platforms like LifterLMS, LearnDash, TutorLMS, and membership plugins like Paid Membership Pro, MemberPress, and more. Thanks to its comprehensive features, FluentCRM empowers businesses to streamline their email marketing efforts, automate customer interactions, and increase conversion rates, all within their WordPress environment.
Best Used For: Small to Medium-sized businesses
Pros:
- Comprehensive email marketing features
- Excellent integration options
- Affordable pricing
Cons:
- Lacks live chat support
- Slight learning curve
Rating: 4.8/5
Price: Starts at $129/year
4. Jetpack CRM
Product Description: Jetpack CRM is a lead management plugin for WordPress that keeps customer management at the forefront of your business. It is a straightforward and efficient Customer Relationship Management (CRM) solution designed specifically for WordPress users. With a focus on simplicity and practicality, Jetpack CRM empowers entrepreneurs to manage their contacts, invoices, and business interactions effortlessly, ultimately leading to increased profits and improved customer relationships.
The CRM also offers a white-labeling option for rebranding, making it suitable for reselling or using within businesses with specific branding requirements. Overall, Jetpack CRM is a versatile and user-friendly CRM solution for businesses and WordPress entrepreneurs.
Best Used For: Freelancers and small businesses
Pros:
- Intuitive user interface
- Strong customer management focus
- Robust automation tools
Cons:
- The free version has limited features
- Customer support could be better
Rating: 4.4/5
Price: Starts at $11/month
5. HubSpot CRM
Product Description: HubSpot CRM is an all-in-one WordPress lead generation plugin that excels in automating and managing marketing, sales, and service processes. With the HubSpot WordPress plugin, users can build a strong relationship with their audience and grow their businesses effectively.
Moreover, this plugin offers a range of features, including live chat and chatbots for real-time engagement with visitors, lead capture through customizable forms, email marketing campaigns with pre-designed templates and automation, and detailed analytics dashboards to track business performance. Also, HubSpot integrates seamlessly with over 1030 other applications, including social media, communications, CRM, email marketing, e-commerce, etc.
Best Used For: Small to Large-sized businesses
Pros:
- Comprehensive CRM solution
- Powerful analytics tools
- Extensive integration options
Cons:
- High pricing for advanced features
- Steep learning curve
Rating: 4.4/5
Price: Free with premium plans.
6. Groundhogg:
Groundhogg CRM & Marketing Automation for WordPress offers a feature-packed and cost-effective solution to level up your lead management and sales processes. It’s the ultimate alternative to expensive SaaS platforms like Infusionsoft, ActiveCampaign, Convertkit, HubSpot, MailChimp, and others.
For those looking to unlock even more potential, Groundhogg offers premium features through various extensions. These include custom fields, advanced email preferences, lead scoring, booking calendars, social proof popups, company management, a sales pipeline, and more.
Best Used For: Ideal for agencies, WaaS providers, WordPress developers, LMS/Course Creators, WordPress freelancers, and CRM implementation service providers.
Pros:
- Best in class CRM & Marketing Automation suite.
- Unlimited contacts, funnels, automations, and emails.
- Save thousands of dollars with no “success tax” on growing lists.
- Fully own and control your data.
- Free 1-Hour Quickstart Course and excellent community support.
- Trusted by 3,000+ businesses in over 35+ countries.
Cons:
- Requires some learning curve for effective utilization.
Rating: 4.9/5
Price: Starting at just $20/month.
7. Funnelkit:
Funnelkit, formerly known as WooFunnels, is a leading WordPress funnel builder that empowers users to create high-converting WooCommerce checkout pages, thank you pages, and complete sales funnels with ease. Offering a cost-effective and intuitive solution, Funnelkit enables businesses to optimize their sales process, capture leads, and boost average order values.
Best Used For: Ideal for eCommerce store owners, course creators, coaches, and businesses of all sizes.
Pros:
- Offers a wide range of pre-built, mobile-responsive templates.
- Flexible checkout field editor.
- Rule-based order bumps and one-click upsells.
- In-depth analytics and performance dashboard.
- Integration with popular page builders.
Cons:
- Funnelkit’s automation features are limited in the free version.
- Advanced reporting capabilities may require upgrading to the Pro version.
Rating: 5/5
Price: Starting at $129 per year.
Is Lead Generation and Lead Management the Same?
While lead generation and lead management are related, they are not the same. Lead generation is the process of attracting and capturing interest from potential customers, while lead management takes it a step further to track, nurture, and convert those potential customers into actual buyers.
Why You Need a Tool That Can Do Both
A tool that offers both lead generation and lead management can streamline your processes, save time, and increase your conversion rates. It allows you to handle all aspects of your customer journey, from initial interest to final purchase, in one place, making it easier to understand and optimize your strategy.
Summary of the Top WordPress Lead Management Plugins
| Lead Management Plugin | Best for | Best Feature | Pricing | Free option |
| Propovoice CRM | Small to Medium-sized businesses | + User-friendly interface, + Robust automation features, – Might be expensive for small businesses, – Lacks advanced reporting tools | $79 /year | Yes |
| WP ERP CRM | Small to Large-sized businesses | + Multi-purpose CRM, + High degree of customization, – Requires technical expertise to set up, – Limited integrations | Free with premium extensions ($12.99/month with one user) | Yes |
| FluentCRM | Small to Medium-sized businesses | + Comprehensive email marketing features, + Excellent integration options, – Lacks live chat support, – Slight learning curve | $129/year | Yes |
| Jetpack CRM | Freelancers and small businesses | + Intuitive user interface, + Strong customer management focus, – The free version has limited features, – Customer support could be better | Free with premium extensions ($11/month) | Yes |
| HubSpot CRM | Small to Large-sized businesses | + Comprehensive CRM solution, + Powerful analytics tools, – High pricing for advanced features, – Steep learning curve | Free with premium plans | Yes |
| Groundhogg | Agencies, WordPress developers, and small businesses | + User-friendly, + Easy integration with WordPress, – Excellent automation features, – Basic reporting capabilities | $20/month | Yes |
| FunnelKit | All size store owners, course creators, and businesses | + Free to use, + Good lead tracking features, – Extended features, – automation capabilities | $129/year | Yes |
Wrapping Up
In conclusion, choosing the right WordPress lead management plugin for your business needs can significantly enhance your lead management and lead generation efforts. Remember, a tool that suits one business may not be the right fit for another. So, choose wisely based on your specific business requirements and goals. It’s time to supercharge your WordPress site with a top-notch lead management plugin!
