EngageBay
- Marketing automation tools.
- CRM and sales pipeline.
- Email marketing campaigns.
- Landing page builder.
- Multi-channel support.
Drip
- Advanced email automation.
- Personalization & segmentation.
- E-commerce integrations.
- Visual workflow builder.
- SMS marketing campaigns.
Brevo
- Email marketing automation.
- SMS marketing capabilities.
- CRM management.
- Marketing automation.
- Transactional email support.
Are you looking for the best WordPress CRM to help your small business succeed in 2025? Look no further!
I have reviewed and evaluated more than 10 of the top WordPress CRMs on the market, so you don’t have to.
From customer service features to pricing plans, this blog post provides all the information needed to determine which CRM is right for your business.
Plus, my number one choice is sure to surprise you! Read on for a full overview of each CRM provider and detailed reviews that aim to help find the perfect fit.
Best WordPress CRM System For 2025
1. EngageBay
The first CRM on our list for small business owners is EngageBay. This powerful CRM is the best way to engage with your potential and existing customers.
EngagedBay offers a set of simple automation tools that simplify the process of targeting the right audience and maximizing their benefits.
Key Features:
- EngageBay provides a straightforward and intuitive interface for managing customer relationships efficiently.
- In addition to its standard CRM features, EngageBay offers robust marketing automation tools.
- It provides insightful reports and analytics to track and improve sales performance.
- EngageBay enables seamless integration with third-party applications, thereby enhancing its utility.
- It has a robust customer support system, offering quick resolution to issues.
- Pricing options are diverse and budget-friendly, making EngageBay suitable for businesses of all sizes.
Engagebay CRM Is Best For:
Engagebay CRM is best suited for small to midsize businesses seeking a comprehensive customer relationship management solution.
Its features, like contact and deal management, email marketing, automation, and analytics, allow businesses to streamline their operations and effectively nurture leads.
Moreover, its affordable pricing and user-friendly interface make it an ideal choice for businesses navigating the complexities of CRM for the first time.
Why Should You Choose Engagebay CRM?
Engagebay is an incredible CRM because the platform offers a wide array of robust features at a highly competitive price. This makes it the best CRM that small business owners can opt for.
2. Drip
Although Drip is a leader in eCommerce CRM, it is also one of the best CRMs for small businesses. From its beautiful interface to being powerful and easy for any business, Drip is a torchbearer in CRMs.
Drip makes building email campaigns and automation workflows super easy. You also get an option to build an email with either a text builder or a visual builder. Both of these options are super easy to use.
Drip offers a range of features, including content customization, conversion tracking, easy list segmentation, purchase intent marketing, and more. You can track and learn all that you wish to know about your customer base with the help of custom fields, events, and tags.
It is designed in such a way that it can help you generate leads, manage the contacts, and then turn them into your lifelong customer base.
Drip is a feature-packed CRM that includes eCommerce user tracking, one-on-one conversations, email campaigns, actionable reports, advanced-level contact management, marketing automation, and more.
It can be easily integrated with almost all the best third-party services, including Shopify, WooCommerce, Lead Generation software, email services, and many others. You also get workflows for Instagram and Facebook.
Key Features:
- Workflows for marketing automation.
- Advanced-level contact management uses events, custom fields, and tags.
- Integration with the famous third-party services.
- Actionable reports.
- Easy segmentation of email list.
- Customization of content.
- Custom conversion tracking.
- eCommerce user tracking.
- Automatic revenue attribution
- Purchase intent marketing
Drip CRM is Best For:
Drip is best suited for email marketers, small to midsize businesses (SMBs), and e-commerce companies that seek to automate their sales funnel.
With its robust automation features, user-friendly interface, and detailed tracking capabilities, Drip empowers these businesses to nurture leads effectively, optimize their marketing efforts, and ultimately increase sales.
Why Should You Choose Drip CRM?
The platform has excellent automation features and solid integrations to offer. It is also straightforward to use.
3. Brevo
The next ultra-powerful platform we are talking about in this list is Sendinblue. This excellent email marketing tool is power-packed with all the features needed to serve as a great CRM.
It proves to be an excellent option for a business of any size. This is because it lets you start for free and upgrade it with the growth in your industry.
The platform offers innovative segmentation options, transactional emails for eCommerce, automation, email delivery, marketing, and more.
It differs from other CRMS because it offers chat and SMS marketing options. SMS marketing is indeed an excellent tactic that can boost both your engagement and sales.
The live chat option allows users to connect with leads and customers in real-time. Sendinblue offers a top-notch support team and in-depth documentation. This way, it becomes extremely easy to start.
Key Features:
- Easy personalization and segmentation.
- Robust tools for marketing automation.
- Transactional mail with excellent delivery.
- Signup form and landing page builder.
- Easy FB advertising and retargeting
- Actionable and in-depth analytics.
- A/B Testing
- Chat and SMS marketing tools.
Brevo CRM Is Best For :
Brevo CRM is ideal for small to medium-sized businesses seeking an affordable, comprehensive, and user-friendly customer relationship management (CRM) solution.
It’s particularly advantageous for companies with a firm reliance on email marketing, as Sendinblue offers robust email campaign tools alongside its CRM capabilities.
Why Should You Choose Sendinblue CRM?
If you are looking for sophisticated tools on a low budget for sending one-on-one campaigns, this tool is for you.
4. HubSpot
HubSpot is undoubtedly the most incredible CRM software for small businesses looking for a CRM solution when they are getting started. This software is easy to use and offers a wide range of tools for managing a customer’s journey.
The platform offers free forever plans with limited features for the Service Hubs, Sales, Marketing, and CRM. The CRM features a visually appealing interface that provides a comprehensive view of the entire sales pipeline on your dashboard.
If you are looking for more data, you can view all the sales and contact activity, performance, and detailed reports on a team or user basis.
HubSpot has a mobile application for Android and iPhone, offering options for email tracking, real-time notifications, scheduling, and more.
It also integrates over 300 services and applications, including email marketing companies, WordPress, and lead generation software such as OptinMonster.
You also have the option to connect HubSpot to Outlook or Gmail to log activity and automatically capture every email.
Key Features:
- You can personalize the email sequences for existing customers and leads.
- You can place phone calls from your CRM.
- With HubSpot, you can also get real-time notifications about lead behaviour.
- The platform enables integration with various popular tools, including Microsoft Dynamics, Shopify, and Salesforce.
- It can also store customer data, support unlimited users, and accommodate approximately a million contacts.
- Hubspot lets you integrate with more than 300 applications.
- You can create custom filters to sort your contacts.
- The tools allow you to schedule the tasks via email and create tickets.
HubSpot CRM Is Best For :
HubSpot CRM is ideal for small to medium-sized businesses seeking a comprehensive and user-friendly platform to manage and analyze customer interactions.
Its robust suite of tools includes email tracking, lead generation, pipeline management, and detailed analytics, all of which can be seamlessly integrated with other marketing and service software.
Furthermore, HubSpot CRM is highly scalable, making it an ideal option for growing businesses seeking effective and personalized customer engagement.
Why Should You Choose HubSpot CRM?
If you’re searching for a centralized, all-in-one toolset that offers a plethora of personalization options and an easy-to-use platform, then HubSpot CRM is the one.
5. ConstantContact
ConstantContact is a top-rated email marketing service that can also be used as a CRM.
It is incredible for small businesses due to its easy-to-use and straightforward dashboard, reporting, marketing automation, and sales funnel options.
It also comes with excellent drag-and-drop tools that make creating emails much more accessible. The platform allows you to store your contacts, manage customer information, and add various third-party integrations from a vast marketplace.
This wide range of integration options eases the process of building the right platform for the business.
Key Features:
- Scheduling the emails becomes a lot easier.
- The segmentation and cleaning of the list become super easy.
- Lead nurturing becomes a breeze because of marketing automation options.
- You can create incredible emails with the help of a drag-and-drop builder.
- You get more than 100 email templates.
- The process of integration with e-commerce platforms becomes extremely easy.
- The platform also allows you to run Instagram and Facebook ads to grow your email list.
Constant Contact CRM Is Best For :
Constant Contact CRM is a prime choice for small to medium-sized businesses seeking to streamline customer relationship management.
Its user-friendly interface, robust email marketing tools, and exceptional customer service make it an ideal solution for companies seeking to refine their marketing strategies and enhance customer engagement.
Moreover, it’s a favourable choice for those looking to integrate their CRM system with social media platforms for a comprehensive digital marketing approach.
Why Should You Choose Constant Contact?
If you’re looking for a platform that integrates social media campaigns with an elegant and intuitive user interface, then Constant Contact CRM is for you.
6. Salesflare
The next popular CRM on our list is Salesflare. It is incredible because it lets you connect with the customers using excellent marketing tools.
You can begin with it in a few clicks and generate more sales even if there is very little data to get started with. The platform can gather all the contact information of the leads from their social profiles, public sources, and email signatures.
All your phone calls and meetings are logged automatically, so you don’t have to worry about problematic data entries.
Key Features:
- With this platform, contact information gets gathered and updated automatically from public sources.
- The platform records and files all your meetings and calls, helping you stay organized.
- The files exchanged with customers are automatically tracked and sorted.
- The platform features a user-friendly dashboard.
- The tools send you a notification about who messaged you and from where.
- Salesflare automatically generates a to-do list that helps you stay productive.
Salesflare CRM Is Best For :
Salesflare CRM is ideal for small to medium-sized businesses, streamlining their sales processes and enhancing customer relationships.
It’s particularly beneficial for sales teams who need to automate repetitive tasks, manage customer interactions, track sales performance, and gain insightful data for decision-making.
This CRM system is also ideal for businesses that desire integration with other tools, such as email marketing platforms, social media channels, and project management software.
Why Should You Choose Salesflare?
Salesflare is a leader when it comes to integrating with calendars and emails as compared to most of the other CRMs. You can also import the email signatures automatically.
7. Zoho
The next software on our list is Zoho, a cloud-based suite designed to provide everything required to run a small business.
This platform provides a comprehensive suite of sales and marketing features, along with online productivity tools and SaaS applications.
This software helps small businesses organize their contacts, manage brand marketing, sales, and customer support, and more.
Zoho CRM can be used to integrate with other marketing tools you are already using, capture leads by segmenting visitors’ social media, and offer support with built-in live chat.
Key Features:
- The platform offers multichannel contact management, including social media, live chat, phone, and email.
- You get an AI voice assistant to create an intelligent dashboard and forecast business trends.
- Zoho offers sales management with lead scoring. This way, you can prioritize the leads, and their conversion can get faster.
- You receive in-depth analytics reports that can help you make data-driven decisions.
- The platform’s mobile application helps keep everyone on the same page.
- You can assign team roles and tools to facilitate team collaboration.
- Zoho helps manage support tickets and handles IT for website monitoring.
- The tool offers you built-in security measures to ensure the safety of your data.
Zoho CRM Is Best For :
Zoho CRM is best suited for small to medium-sized businesses seeking a comprehensive customer relationship management solution at a competitive price.
Its robust features include sales force automation, marketing automation, customer support, and service.
Additionally, it offers social media integration and extensive analytics that can provide valuable insights into business performance.
Ideal for businesses seeking to maximize customer engagement and streamline their sales process, Zoho CRM is a versatile tool that can be customized to meet various business needs.
Why Should You Choose Zoho?
If you are in search of a CRM platform that can offer you an incredible level of extensibility, flexibility and scalability, then Zoho is the one.
8. Pipedrive
Pipedrive is one of the most user-friendly CRMs, designed to be fast and simple. With its pipeline management feature, you get a complete overview of the sales process and can also have control over it.
Along with the pipeline management that comes with a straightforward interface, sales forecasting and reporting, email integration, and mobile apps to access CRM anywhere you wish,
Though the platform does not offer segmentation options, it is fairly simple to identify leads and maintain relationships with them.
Key Features:
- The platform offers you email reminders and mobile alerts.
- It can easily integrate with Zapier, Trello, Google Apps, and many other services.
- The API helps in easing up the integration with software.
- The email integration helps keep sales communication in one place.
- Pipedrive offers email templates, as well as mobile applications for Android and iOS.
- You also get sales trends and forecast analysis.
- Encryption and backups ensure that all your data remains secure.
Pipedrive CRM Is Best For:
Pipedrive CRM is the perfect choice for sales teams seeking a straightforward yet powerful solution to manage their sales pipelines.
It is especially beneficial for small to medium-sized businesses that need an efficient way to track customer interactions and deals.
The platform helps companies streamline their sales processes with customizable stages, offering organizations detailed reporting and forecasting tools to enhance their sales strategy.
Additionally, it provides integration capabilities with various software platforms, including email marketing tools, project management applications, and customer support systems.
Why Should You Choose PipeDrive?
PipeDrive is an excellent platform for managing complex sales processes. If you’re looking for a platform that offers a plethora of customizable features, then PipeDrive is the one.
9. Salesforce
Salesforce is another robust CRM on our list, and it is one of the best options for small businesses.
The platform can guide leads through the customer’s personalized journey and utilize the intelligent platform for marketing to drive more sales via digital advertising, social media, SMS messaging, and email.
The platform has been around for some time. It thus includes advanced-level solutions and features for everything you might need, including team productivity, customer engagement and services, commerce marketing, sales, and a lot more.
Key Features:
- The platform offers guided onboarding.
- You also get custom dashboards and reports.
- It lets you track the meetings and emails automatically.
- Salesforce offers email and social media support
- You also get enterprise-level security.
Salesforce CRM Is Best For:
Salesforce CRM is ideal for businesses of all sizes seeking to streamline their customer relationship management.
It offers robust solutions for sales, service, marketing, and more, providing a 360-degree view of customers. Its cloud-based architecture means it’s accessible anywhere, making it perfect for teams that work remotely or across different locations.
With its scalability, businesses can easily customize and expand their use of Salesforce as they grow.
Why Should You Choose Salesforce?
What makes Salesforce worthy is its robust ecosystem and commitment to data security.
10. Freshsales (Freshworks)
Freshsales, now known as Freshworks, is one of the most robust CRM software programs, suitable for businesses of all sizes. It is extremely easy to use and offers a sales-oriented approach with all the necessary features for maximizing conversions.
The platform boasts a robust dashboard that instantly provides access to phone calls, emails, reports, contact management, and more. It also offers mobile applications, allowing you to make sales anywhere.
Freshsales uses lead scoring empowered by Artificial Intelligence. It thus helps you prioritize leads that are likely to convert.
The platform enables you to set up custom workflows and actionable insights for tracking events and conversations, as well as utilize a 360-degree customer view to view crucial information on a single screen.
The platform offers native integrations for popular third-party apps and services; however, these are limited.
Key Features:
- You get 360-degree access to the profiles of your customers, along with their touchpoints.
- The platform offers lead scoring powered by artificial intelligence. This helps boost sales and prioritize leads.
- You can also group the sales team and automatically assign the leads.
- Freshsales also has a visual sales pipeline with drag-and-drop navigation.
- The business can be managed on the go with the help of mobile application integration.
- Phone Calls and booking appointments can be made right from the platform.
- The contact profiles can be updated automatically.
Freshsales CRM Is Best For:
Freshsales CRM is best for businesses seeking a comprehensive customer relationship management solution that provides a complete view of their customers.
This includes businesses of all sizes — from small startups to large enterprises. It is particularly beneficial for sales teams, given its features, including AI-based lead scoring, built-in phone and email capabilities, activity capture, and insightful analytics.
Additionally, it’s well-suited for companies looking to streamline their customer engagement efforts with automation features, ensuring seamless customer experiences and efficient team productivity.
Why Should You Choose Freshsales?
Freshsales offers flawless and quick support and is one of the most affordable options for getting a 360-degree view right out of the box.
11. Streak CRM for Gmail
Next on our list is Streak CRM, which can work with free Gmail accounts and G Suite, allowing you to track customer leads and emails, manage contacts, and stay on top of the sales funnel.
This will probably be the best CRM software for all those using G Suite or Gmail.
You can also automatically capture leads from contacts, add reminders and tasks, create custom funnels/pipelines, schedule emails, add notes and tags, and much more.
It features workflow management capabilities, including project management, hiring, support, sales, and more. You can also customize it to suit your specific needs.
The platform is relatively easy to use, even for beginners. It features a mobile application for both Android and iOS, as well as a browser add-on, and supports third-party integrations via Zapier and Gmail.
Key Features:
- You can track all the contacts in a pipeline and custom views.
- The platform lets you track and share customers’ interactions with the team.
- Exporting and importing the data is a lot simpler.
- Mobile applications help you stay connected, take notes, and track calls.
- You can send mass emails efficiently.
- You can easily integrate with numerous platforms.
Streak CRM for Gmail Is Best For:
Streak CRM for Gmail is best for small to medium-sized businesses and freelancers looking to streamline their workflow directly within Gmail.
It is also beneficial for sales teams and project managers who need to track client relationships and project progress.
Moreover, it’s an excellent tool for recruiters to track job applicants and for real estate agents to manage leads and property deals.
Why Should You Choose Streak CRM For Gmail?
If you’re looking for numerous accessibility options, then Streak CRM is the ideal choice for you.
12. Agile CRM
One of the most robust all-in-one CRM software packages is Agile. You get customer service, marketing, sales, and contact management in just one dashboard. The platform is super easy to use.
You have various options, including project management, 360-degree contact view, and gamification, to inspire your sales team with timelines, calendars, events, fun competitions, and more. Additionally, there are detailed and concise reports that help you understand things well.
It includes contact management on a single page, marketing tools for capturing and generating leads, appointment scheduling, and the ability to create emails and landing pages.
Other features include the helpdesk, support ticketing, and more.
Key Features:
- The platform lets you manage contacts on a single page.
- You also get automated voicemails, call scripts, and 1-click calling.
- Agile also offers completely integrated marketing automation.
- Multichannel campaigns can be created and managed with the drag-and-drop interface.
- You get advanced-level reporting and tracking.
- Agile offers an in-built live chat window.
Agile CRM Is Best For:
Agile CRM is best for businesses that streamline customer relationship management, sales, marketing, and service automation.
This comprehensive solution is particularly beneficial for small to medium-sized businesses seeking a cost-effective system to manage and optimize customer interactions, thereby improving customer retention.
Agile CRM offers a range of robust features, including contact management, email marketing, web analytics, and more, making it a comprehensive tool for managing business relationships.
Why Should You Choose Agile CRM?
It is one of the easiest-to-use CRMs, and its affordable pricing makes it the best choice for small business owners.
13. Keap
The last CRM on our list is Keap. It is a dynamic CRM as well as a marketing/sales platform.
With its automation tools, you can create and collect more leads and convert them to your clientele. You do not need much technical knowledge to use it.
The platform comes with numerous pre-written email templates. It also offers reminders and status updates for your contacts.
Key Features:
- The UI and dashboard are user-friendly.
- Your email campaigns stay optimized with the help of email tracking options.
- The process of sending out messages to the new leads is automated.
- It can be a time saver because of the pre-written emails.
- With the internal forms, you can gather vital data about the new leads.
Keap CRM Is Best For:
Keep CRM is a valuable tool for small to medium-sized businesses, solopreneurs, and freelancers.
It is best suited for those who need to streamline their sales process, automate marketing campaigns, and manage customer relationships efficiently.
Moreover, businesses seeking a solution that combines email marketing, CRM, and eCommerce in one integrated platform will find Keap CRM beneficial.
Why Should You Choose Keap CRM?
From its reasonable pricing options to its simple functionality, this wide array of features makes it a recommended CRM.
FAQs:
In what ways does CRM help in boosting sales?
CRM helps boost sales by centralizing customer data, managing communication, and tracking account activities. It enables teams to access, update, and share information across departments, improving collaboration and decision-making throughout the sales process.
Which organizational units can garner benefits from CRM?
Almost any organizational unit can benefit from CRM, including customer service, sales, business development, marketing, and recruiting. CRM streamlines the management of external relations and enhances communication between departments.
Are CRMs really useful for the ones with small businesses?
Yes, CRM is essential for businesses of all sizes, including small and medium-sized enterprises. It offers a wide range of automation tools and process-improving features, making it invaluable for managing customer relationships and boosting efficiency.
Quick Links:
- HubSpot CRM vs MailChimp
- Best CRM for Sales
- Engagebay Vs MailChimp
- Best CRM For Real Estate
- Best Agile CRM Alternatives
Conclusion: Choosing The Best WordPress CRM For Your Business 2025
For small businesses and startups, CRM software offers numerous advantages, including identifying pain points and expanding the target audience. CRM works wonders when it comes to handling sales processes.
The most important reason to implement a CRM is that the more you know about your customers, the better you will understand the customer support, services, and products that you should offer.
It helps highlight opportunities for growth and segments that are not performing up to par.
Regardless of which tool you choose, it is essential to know and understand its scope and operation.