Watching your company grow is an exciting experience, but with growth comes increased complexity. Simple spreadsheets are fine when you’re only serving a few clients, but eventually, your customer base gets too big to track manually. That’s where customer relationship management (CRM) tools come in.
What is CRM?
CRM tools put all your customer info in one place, including contact information, sales history, leads, and more. One streamlined solution makes running reports and tracking customer behavior simple, enhancing everything from accounting to sales to marketing.
The 8 Best WordPress CRM Integrations for Ninja Forms
WordPress doesn’t have its own CRM tool, but many high-quality CRMs offer plugins for WordPress. And if you use Ninja Forms to collect customer data, you can integrate your favorite CRM with Ninja Forms for one streamlined solution.
WordPress CRM integrations free you from time-consuming data management. Below are the top CRM tools in 2023, and Ninja Forms has an add-on for each one!
Salesforce
Founded in 1999, Salesforce is one of the oldest CRMs out there. It’s also incredibly robust, offering various products for customer service, marketing, e-commerce, and beyond. Salesforce works as well for small businesses as massive corporations, so there’s no need to be concerned about outgrowing this CRM. Plus, it stores everything in the cloud, making accessing and safeguarding your customer data easy.
Sound like an ideal fit? Get our Salesforce add-on today, and learn more about integrating Salesforce with Ninja Forms here and here.
Hubspot
Hubspot is among the most popular CRMs. Not only is Hubspot powerful, but it’s also highly user-friendly. Each service (sales, operations, marketing, etc.) has its own dedicated “hub,” so you don’t have to search all over the platform to find the information you need. Hubspot also has a suite of education tools via the “Hubspot Academy,” which offers courses on many topics to elevate your career.
Get started with Hubspot by installing our add-on, then learn more here and here.
Zoho CRM
Zoho is another popular CRM choice for modern businesses. Like Salesforce and Hubspot, Zoho is a powerhouse regarding tools, features, and capabilities. If you’re feeling behind, don’t stress! This CRM is known for lightning-fast implementation, enhancing your customer relationships in a flash. Zoho is a developer-friendly platform, allowing your dev team to customize it to suit your specific needs.
Our Zoho CRM add-on is easy to install and activate.
Insightly
Insightly is an award-winning CRM that claims to triple your revenue once implemented. Its customizable tools streamline customer management while reducing project time to completion. Insightly allows customers to pick and choose the features they need, so it’s a great option if you have unique business goals or don’t want to wade through a sea of features you won’t use. Insightly even has a mobile app for easy access and working on the go.
Download the Insightly add-on for Ninja Forms, then follow this helpful tutorial.
Pipeline
Pipeline is a sales-focused CRM with a personal touch. Unlike larger CRM companies, Pipeline has a small business vibe. Their customer service is top-notch. Modeled after a traditional spreadsheet (but capable of so much more), Pipeline’s platform is easy to learn and use, so you won’t waste valuable time learning how to track data and create reports. This CRM has an open-source API for virtually endless app integration — even your custom apps.
Find the Pipeline add-on here to get started.
Capsule
Capsule is a comprehensive CRM featuring a user-friendly dashboard with tools for pipeline, calendar, and project management. It also features Gmail, Outlook, MailChimp, and many other integrations. Capsule even offers workflow automation tools, freeing you from manual tasks that waste time and energy. This CRM company provides a free two-week demo period, so you don’t have to commit until you’re sure it’s right.
Take control of your customer data today by installing and integrating the Capsule add-on with WordPress.
CiviCRM
The newest CRM on this list, CiviCRM, caters to nonprofit and civic-sector organizations. And, as an open-source tool, CiviCRM is completely free! Its tools include donation tracking and fundraising support, making it unique from other CRM solutions. CiviCRM’s extensive partner ecosystem delivers expert support to nonprofits who want to make the most of the web-based platform.
Our CiviCRM add-on can be found here, and this article explores how to integrate it with Ninja Forms and WordPress.
OnePageCRM
OnePageCRM is ideal for small businesses and entrepreneurs looking to streamline their sales and data pipelines. Its tools include sales automation, email marketing, and reporting. Featuring a simple, user-friendly interface, OnePage organizes everything into “actions” — similar to a do-to list — so nothing falls through the cracks. It’s a project management and customer relationship management tool all in one.
Check out the OnePage add-on today.
Get Started With a WordPress CRM Integration
Any of the above WordPress CRM integrations would make an excellent choice, so the best one for you ultimately depends on your organization’s needs. No matter which one you choose, you can integrate it seamlessly with Ninja Forms and WordPress, transforming your website into a customer management and sales lead rockstar.
Don’t miss out! Get all these powerful CRM integrations for FREE with our Elite membership, or choose your favorites a la carte style. Elevate your business today!
