Do you need a way to better manage your clients and their data? If so, then you might want to consider using a WordPress client management plugin. There are over 50,000 WordPress plugins available, it can be difficult to choose the right ones for your business. This article will go over 5 of the best WordPress client management plugins.
WooCommerce Customer Relationship Manager (CRM)
WooCommerce Customer Relationship Manager (CRM) is one of the most popular ways to build CRM in WordPress. It’s a complete solution that helps you manage your customers and their data.
With this plugin, you can add new customers, create customer profiles, and track customer activity. You can also add notes to customer profiles and set up tasks and reminders.
The advantage of using this plugin is that it integrates with WooCommerce. This means that if you’re using WooCommerce to sell products or services online, then you can manage your customers directly from your WooCommerce dashboard.
You can also use the WooCommerce Customer Relationship Manager (CRM) to create custom reports.
WP-Client
WP-Client is another popular WordPress client management plugin. It helps you manage your clients and their data from a central location.
The advantage of using WP-Client is that it integrates with a number of popular plugins, including Gravity Forms, bbPress, and WooCommerce. This means that you can manage your customers directly from your existing plugin dashboard.
With this plugin, you can create client portals, track client activity, manage files, and create invoices.
Client Dash
Client Dash is a complete solution for managing your clients when you’re looking to build CRM in WordPress. It comes with everything you need to manage your clients, including a client management area, custom menus, and client reporting.
The advantage of using Client Dash is that it’s highly customizable. This means that you can tailor the plugin to meet your specific needs. Plus, it includes built-in invoicing and payment processing.
Sprout Invoices
Sprout Invoices is a WordPress invoicing plugin that also helps you manage your clients. It includes features like client portals, estimates, recurring invoices, and automatic payments.
The advantage of using Sprout Invoices is that it’s very easy to use. Plus, it integrates with a number of popular plugins, including Gravity Forms and WPML.
Invoiced
Invoiced is another WordPress invoicing plugin that helps you manage your clients. It includes features like client portals, online payments, recurring invoices, and automatic late fees.
The advantage of using Invoiced is that it’s also very user friendly. Plus, it has a number of integrations, including Stripe, PayPal, and Zapier.
These are just a few of the best WordPress client management plugins available. Which one you choose will depend on your needs, budget, and preferences. Be sure to review each plugin to ensure it integrates with your current plugins, is scalable, and isn’t redundant to the plugins you already have in place. Be sure to also read reviews from other users before you install the plugin to make sure other people are happy with it.
