WordPress Integration With CRM


The programming languages are renewed continuously to provide a better preview to the website. You need to be innovative with the website layout to attract the readers. Nowadays, many sites are offering similar information but differ in appearance so that they look diverse, interactive, and feature-rich.

Making the record of managing the 48 of 100 world blog posts and translated into 40 different languages, WordPress proves to be the most popular and widely used Content management system for website builders.

For 15 years, WordPress managed to remain the first preference of website builders. WordPress became the most popular CMS since its inception, and almost 30% of the entire internet runs on WordPress.

wordpress integration with crm

Why WordPress is Widely Used?


WordPress is open-source, which means there is no additional investment required to build a website. WordPress usually release the new updates every five months so that you can update your site accordingly.

Easy to Use

It is so easy to use that your company does not require to hire an expert to manage the website. There is no coding skills needed to use WordPress. With the basic knowledge of HTML, anyone can build the site using WordPress.

According to a recent W3Tech Survey, WordPress market share is 59%, which makes it the largest CMS. Seventy-five million sites worldwide based on the system.
(Reference: https://underconstructionpage.com/wordpress-best-cms/)

SEO Friendly

WordPress allows SEO friendly methods so that your site lists among top-rated websites. WordPress allows you to use keywords consisting of permalinks; you can add images, categories, tag, install Google maps, and a lot more. This helps in creating an interactive website that gives you more user visits.


WordPress can be used to build any website, such as portals, e-commerce, business page, etc. It offers various themes, modules, plugins, and templates, which makes the site more engaging.


More than 50,000 different source plugins you can install in the WordPress website. It has many things to offer, such as anti fraud, SEO tools, modules, and many more interactive plugins. (Ref: https://www.plesk.com/blog/business-industry/wordpress-most-popular-cms-choice/)

Why Integrate CRM with the WordPress website?

Customer relationship management is based on making the best use of available resources to generate conversions. Companies usually have a never-ending database of different sales process planners, promotional campaigns, sales tactics, etc to maintain the threshold balance between customer and company, conversions, and lead. To achieve the objective of forming a strong customer relation base, you need a well suitable solution. WordPress CRM helps you in managing your sales process. It helps you to keep track of leads in the pipeline that is connected with your brand but are awaiting conversion. It helps to create a strong follow-up via text, email, etc.

WP-CRM System is a WordPress plugin that offers one view WordPress Dashboard for all information. It can also be used to manage the project as it allows you to collaborate with different clients and to collect the payments from them. It captures all the related activities in the WordPress dashboard so your team can save extra moments from juggling between tabs.

You can integrate the website contact details with your CRM to automate the workflow. It also assigns the contact to the sales team based on the customer’s previous response and accordingly drives follow-ups. It also allows you to integrate customer-contact to email campaigns to drop the email reminders and trigger automated actions as per the recent activity of the reader.

Can WordPress plugins integrate with CRM Systems?

WordPress plugins can integrate with CRM Systems, and provide multiple features to capture more genuine leads, area of conversion, create strong follow-ups. WordPress plugins with CRM help you to accumulate the lead contacts effectively by using various filters. Your team can evaluate the clients on different levels to pitch them for sales. This helps in automation of the sales process, which ultimately saves your time and money on the repetitive process.

WP Form

WPForms is the primary WordPress contact form plugin usually used by beginners. It has the drag and drops online form builder, which makes the task easy for the website builder. The form builder allows creating the online form like an email subscription, payment form in few easy steps. It provides you the pre-built form templates, so you don’t have to start from the beginning. It helps in avoiding the spam submission by using different methods like CAPTCHA and Honeypot.

It has an instant notification feature and re-direct option in response to the submission of every form. Apart from the automated response collection, it helps you in creating a different form to collect the data or to create the follow-ups with the option to show or hide the field and other sections as per the user responses.

Contact Form 7

Contact Form 7 plugins enable you to create lead- generation forms. You can use the various themes while creating the forms and also customize the form fields as per your requirements. It helps in managing the multiple contact forms. The form supports CAPTCHA, Ajax-powered submitting, etc.

Gravity Form

This plugin is used to build WordPress forms. It has more than 30 pre-built form fields that you can use to create the user forms with just a few clicks. It is open source and licensed with the GPL that makes it easy to modify. It can integrate with different apps like Mail Chimp and PayPal, which help your team to prepare the list of genuine leads and close the deal faster.

Metrilo Woo Commerce Marketing Platform

The Metrilo Woo Commerce Marketing Platform helps in getting the analytics for eCommerce sites. It allows you to keep track of the different promotional campaigns. It also allows you to check the order status on a real-time basis so your team can derive the performance or demand of the product in the market.

Live Chat

Live Chat plugin use to connect with the reader to give resolution to their query on real-time basis. It helps in building strong relationships with customers. The buyer gets all the information at the initial stage, which makes the sale process more quickly. The LiveChat app offers multiple features, which include the chat invitation, pre-built customized message for FAQs, and also allows you to deal with multiple chats at the same time.

Apart from the live chat option, it also has the built-in ticketing system, so if in case there is no one available to attend or reply to the chat, it automatically converts into ticket form for the customer to lodge the query performance. It helps the team in providing better customer support by giving them access to see the real-time order status and view the sales statistics of different products.


Are you still confused about WordPress? Well, the list of the advantages of WordPress is boundless. It has a compact pack of tools to help website builders at different stages of the website. Our experts can help you with all the objections you have and also in integrating the WordPress to your CRM. Advanz101 can help you in understanding the buyer’s pattern so you can acquire a more active approach with different plugins.