Step-By-Step Guide to Using WordPress as a CRM

To grow a successful business, it is imperative to build loyal customers. To achieve that, a good Customer Relationship Management (CRM) system is crucial.

To maintain your relationship with your clients and customers, you need to manage all details related to them, whether you are an agency, a SaaS startup, or an eCommerce store.

CRMs make it easier for businesses to manage their customers so they can build loyal customer bases and increase their sales.

The purpose of this guide is to walk you through the process of creating your own CRM system. Let’s get started.

Setting up a CRM in WordPress

With just a few clicks, you can set up a WordPress CRM. Here’s how it works with the HubSpot Plugin.

For our demonstration, we’ll be using the HubSpot plugin, which is free and easy to use. Depending on your needs, you may want to use a different plugin.

Step 1: Installing the HubSpot CRM Plugin

Go to Plugins in the WordPress dashboard and select Add New. Locate the HubSpot plugin. Click Install and Activate.

Step 2: Create an account with HubSpot

A HubSpot account will be required after installing the plugin. The process only takes a few minutes and is free.

Log in to your HubSpot account using the plugin after creating an account. You’ll be guided through all the features this plugin has to offer.

In this tour, you’ll learn how CRM works, managing contacts, and gathering customer data. Make sure you follow through with it.

Step 3: Create Your First Form

To collect customer information, you’ll need to set up your forms after completing the demo tour.

Create a simple form to get started. The HubSpot form editor can be used for this purpose, or you may integrate your existing form plugins. A standard form, as well as a popup form, can be created.

Forms can be embedded using shortcodes after they are created. You will receive a sync notification every time your HubSpot CRM receives a submission from a user.

Step 4: Contact Management, Newsletter Creation, And More

You will be able to organize all your customer data into sections called contacts and lists in HubSpot CRM.

In the Contacts section, you can view your contacts’ details, manage them, and even manually add or import them.

In addition, you can use Lists to keep track of your contacts and customers.

Emails can be created and sent from the Email tab. Free email accounts allow you to send up to 2000 emails a month.

Utilizing the Live Chat tab or connecting with Facebook Messenger will allow you to integrate a live chat system.

You will also be able to sync live chat contact data you gather with your CRM.

In Conclusion

Our goal is to make your choice of WordPress CRM plugins as easy as possible. It is easy to test the plugins before committing to one since most of them are free.

The WordPress CRM will likely serve you better than CRM software with a monthly fee, regardless of which plugin you choose.

CRM platforms are comprehensive system overhauls, and their scope and implementation must match their intended audiences. Learn about implementing a CRM system.