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7 Best WordPress CRM Plugins for Your Business

Are you looking for a WordPress CRM plugin for your business website? A CRM (customer relationship management) system allows you to manage leads and contacts to increase sales or maintain relationship with customers. In this article, we will show you the best WordPress CRM plugins for your business to help you effectively manage leads.

WordPress CRM Plugins

What is a CRM? Do I Need a CRM plugin for WordPress?

The most important goal of running a business website is to increase sales and offer better service to your customers. For this you need a system to manage customer relationships.

A CRM (customer relationship management tool) allows you to manage customer information in one location. It also provides you valuable insights into your business’s history with the customer.

There are many third party platforms that can be used as a CRM for your site. However, wouldn’t it be great if you could integrate a CRM right into your WordPress site?

Having said that, let’s take a look at some of the best WordPress CRM plugins that you can try on your business website.

1. UkuuPeople

UkuuPeople

UkuuPeople makes it easy to use a CRM system right inside your WordPress site. It claims to make CRM system simple for WordPress site owners.

UkuuPeople helps you manage your contacts in a master list. You can then segment your contacts into tribes (groups) and initiate interactions with them using touchpoints. You can add team members, assign them tasks, schedule meetings, from your WordPress dashboard.

The core plugin is available for free. It also offers paid addons to integrate your UkuuPeople CRM with MailChimp, Gravity Forms, Google Apps, etc.

2. WP-CRM

WP-CRM

WP-CRM extends the built-in WordPress user management system and allows you to add custom meta data. It comes with easy to use forms for the front-end, that can be easily added into your pages. It also comes with powerful filtering features which allow you to sort customers based on the custom attributes you add.

The core plugin is free, but it also comes with paid addons to extend the functionality.

3. WordPress-to-lead for Salesforce CRM

WordPress to Salesforce CRM

If you are using Salesforce CRM to manage your business contacts, then WordPress to Salesforce CRM plugin is the way to go. It connects your WordPress site to your Salesforce CRM account.

It also allows you to easily manage leads captured through your website and syncs them with your Salesforce CRM account. The plugin also comes with easy to add forms for WordPress posts and pages.

4. UpiCRM

UpiCRM

UpiCRM is a free standalone WordPress CRM plugin. It works with your WordPress contact form plugins to manage and capture leads inside WordPress. It comes with a powerful user management system that allows you to assign leads, group contacts, send emails, etc.

It also works well with your Google Analytics and provides you detailed insights into user activity on your website.

5. WP-CRM System

WP-CRM System

WP-CRM system promises to be a fully featured CRM. It allows you to manage your contacts, projects, and tasks from WordPress admin area. It has support for teams, groups, projects, and task management.

The plugin also offers integration with contact form plugins, Slack, and Zendesk connect as paid addons.

6. Presspoint CRM

Presspoint

Presspoint is a paid WordPress CRM solution with great set of features and functionality. It comes with email automation, e-commerce, opportunity management, events, and custom forms built right into your WordPress site.

Some other unique features of Presspoint are customer directories, content restrictions, and custom profiles. It allows you to create unique profiles for every user if you need.

7. WPForms

WPForms

Not sure how to use a CRM for your business? Perhaps you would like to checkout WPForms. It does two basic things that any good CRM would do for your WordPress site. First it allows users to contact you through a contact form that you can add anywhere on your site.

Secondly, it stores all contact form entries in your WordPress database. You can go back to your entries and see when each customer contacted you.

We hope this article helped you find the best WordPress CRM plugin for your website. You may also want to check out our list of 24 must have WordPress plugins for business websites

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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Does WordPress Need a Notification Center? We Think So, How About You?

WordPress allow plugin and theme authors to display notices in the admin area to keep users informed about new features and updates. However at the speed WordPress ecosystem is growing, the admin notices can get out of control.

Updating your plugins and seeing half your screen covered with admin notices is extremely annoying.

Notifications in the admin area of a WordPress site

However, it’s even more frustrating as plugin authors because we’re the ones that get blamed for it.

Then of course there are plugins who misuse admin notices for promotional purposes. Some that you can’t even close. After seeing Jeff’s article on WPTavern and reading some of the comments, we felt compelled to write about this topic and offer a suggestion that can possibly fix the problem.

If you think admin notices are getting out of control, then you should know that it’s only going to get worst (unless something is done about it).

Currently there 44,000+ WordPress plugins in the official plugin directory. Not including thousands that are hosted on Github or commercial WordPress plugins.

As more developers enter the WordPress ecosystem and new plugins are created, you can imagine that there will be a time when you update 5 plugins and see 5 different admin notices.

So what’s the solution?

A centralized Notification Center.

You see, when we converted OptinMonster from a WordPress plugin into a software as a service (SaaS app), one of the first things we built was a notification center to keep our users notified of new changes.

OptinMonster Notification Center

This was very well received by our audience. Users can mark a notice as read and they can always go back to read previous notices. It’s unobtrusive and serves its purpose well. Those who want to stay updated read the notification, others can ignore it by marking it as read.

At Awesome Motive, we have had several internal discussions about building our own notification system for our suite of WordPress plugins.

But that’s not feasible considering we have so many plugins. If we ever have to update a potential bug in the notification center, then we would have to simultaneously update all our plugins.

A better solution would be if a notification center was added into WordPress core, and there was a standardized way that all developers would follow.

There’s a nice proof of concept available in the form of a WordPress plugin that Barry Kooij created called WP Notification Center (we wrote about it here).

WordPress Notification Center

Currently that plugin doesn’t have the option to dismiss the notification or read the full details. But it’s a great start to solving this problem.

How many of you would like to see a notification center built into WordPress core?

Let us know your thoughts by leaving your comments below.



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Using WordPress

10 Best Web Design Software You Don’t Want to Miss (2019)

best web design software

Are you looking for the best professional web design software? Web design software enables you to create web templates and designs in much less time. In the old days, you’d have to write hundreds of difficult lines of code to create even the most basic templates; but, with the advanced web creation software now on the market, anyone can build beautiful web designs quickly and easily.

In this article, we’ll share the 10 best web design software that you can use to create website templates or full-fledged websites.

1. WordPress

WordPress

WordPress is a simple and free opensource software. It integrates with the best drag and drop page builders to add features to your template. Whether you want to create a real estate website template or a business theme, you can use WordPress to generate any kind of website design quickly.

To save you even more time, you can also check out the best built-in WordPress themes. You can install a WordPress theme and edit it as needed. Each theme has a basic structure, and you can change anything in a theme like its colors, background, images, etc.

WordPress installation is easy. You just need a domain name and web hosting to get started with WordPress. Once you set it up, you can explore thousands of themes and plugins that can help you make the web design of your dreams.

2. Wix

Wix

Wix is a powerful drag and drop-based web design software. It’s a hosted solution, which means you can go to their website and create your web pages on there, rather than having to buy your own domain name and hosting. Note: You cannot download Wix web designs, but you can move your website from Wix to WordPress down the road if you need more freedom.

The Wix editor is simple and intuitive. It allows you to quickly drag and drop elements onto your template. It also comes with ready-made web templates and blank web pages to build creative designs. Wix uses advanced technology to operate as a web building tool.

You can start with a free account that has basic features. If you like Wix for creating your web designs, then you can upgrade to their premium plans for more features. Simply check out our complete Wix review for more information.

3. Weebly

Weebly

Weebly is a popular web building and designing software. It can be used to create web designs for general websites and online eCommerce stores. It’s trusted by millions of users on the internet. Weebly comes with a drag and drop interface to create your web design in just a few minutes.

Like Wix, it’s a hosted solution. It has powerful and fast loading options for web creation. The drag and drop feature makes it even simpler to develop your web designs without writing a single line of code.

Though the free version of Weebly has all you need to make beautiful websites, you can also check out their paid plan for more features and options. For more details, read the complete Weebly review from our experts.

4. Adobe Photoshop

Adobe Photoshop

Adobe Photoshop is a premium web design tool. It has tons of options to create and edit your web templates. It works with images and you can create the graphics for your web design. With infinite color and gradient options, you can make the best template designs.

It gives you a blank canvas to bring your imagination to life. You can attach images, move elements, draw boxes, crop the edges, and edit your template exactly the way you want. It works with layers, which makes your job really simple. You can show/hide a layer to efficiently manage your web design elements.

Adobe Photoshop is a highly advanced tool and you’ll likely need some training before you start. Once you know how to use it, you can enjoy the best experience in web designing.

5. Adobe Dreamweaver

Adobe Dreamweaver

Adobe Dreamweaver is an advanced web design software. It comes with a screen to write code and design your web template. It also has a drag and drop section where you can create your web design with a live preview.

You can use both features together, which means, when you write the code, you can preview it live on the Dreamweaver software. And, if you’re designing your template by dragging the options, you can go back to the coding screen to make your adjustments.

It’s a great web designing tool for beginners to advanced-level users. You’ll need to have basic coding skills to use Adobe Dreamweaver.

6. GIMP

GIMP

GIMP is a popular free web design tool. Like Adobe Photoshop, it works with images to create web pages and template designs. It may not have the same advanced features as Photoshop, but it comes with all the tools that you’ll need to build a beautiful web template.

The software is available for all your devices. You can work on high-resolution images to create artwork, mockups, and web designs.

7. Sketch

Sketch

Sketch is a web design software for Mac devices. It’s a professional tool focused on creating web templates and designs. It works with vector images, so you’ll get the best, highest-resolution results. The toolbar and options are very simple. Sketch gives you the full flexibility to create and manage your web design projects.

It comes with a mirroring feature that allows you to test your web design template on multiple devices like a mobile phone or a tablet. That way, you can be 100% sure how your web design will appear on different screen sizes.

8. Figma

Figma

Figma is a multi-user web design software. It allows you to connect with your design team to work on the same web template. It’s a smart tool to share a project with your client and make live changes on a template design. Figma takes web designing to a whole new level.

It comes with fonts, colors, and other settings in its editing panel. The tools and options are amazing when used to create an icon or a complete web template. Figma has both free and premium plans.

9. Canva

Canva

Canva is a free designing tool. It can’t be considered a full-fledged web design software, but you can use Canva to create interesting and attractive designs to support your web template. It’s perfect to build images that you can add to your web design.

It comes with hundreds of templates that make your work easier. If you don’t have any designing skills, you can use a template in Canva and effortlessly build professional-looking images for your web template.

10. Bootstrap

Bootstrap

Bootstrap is a popular framework used to create web designs and websites. It’s made for technical users to create front-end designs beautifully. It comes with the most advanced development features. The framework is powerful and can be used make web designs with HTML, CSS, and JS.

It has pre-built web templates that work great with the Bootstrap framework. You can fully edit these templates to get your desired results.

We hope this article helped you find the best web design software on the market. You may also want to check out our list of the best website builders for beginners.



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12 WordPress Sidebar Tricks to Get Maximum Results

Most WordPress sites have a two column layout containing the content and sidebar. Despite being visible on every page of a website, sidebars are often the least optimized areas. In this article, we will share the best WordPress sidebar tricks to get maximum results for your site.

WordPress sidebar tricks

1. Dynamic Widgets for Sidebar

Show/Hide widgets on different pages and sections

By default, your WordPress sidebars remain the same. This means that you are showing users the same sidebar whether they are viewing an archive page, category, home page, or a single page.

Depending on what content user is looking at, changing sidebar widgets accordingly can make a huge impact on how users interact with the sidebar on your site.

Using Display Widgets plugin, you can show and hide sidebar widgets on posts, pages, archives, home, or blog page. You can also show or hide widgets to users based on their login status.

2. Multiple Sidebars

Content aware sidebars

Another approach to creating smart sidebars is by using multiple sidebars at once. Each sidebar appears based on a criteria you select.

Install and activate Content Aware Sidebars plugin. It allows you to create smart sidebars. Instead of showing or hiding widgets for specific pages, you can create totally new sidebars for them.

3. Sticky Sidebar Widgets

Sticky sidebar widget

Usually the content column of your website becomes a bit lengthier than your sidebar. This means that when users scroll down, there is nothing to look at in the sidebar column.

You can add sticky floating sidebar widgets to make sure that there is always a call to action visible to your readers as they scroll down.

4. Email Subscription

Email signup form

Ever wondered why email signup forms are often the first item in sidebars of most popular blogs? That’s because email is still the most successful way to communicate with your readers. See our guide on why you should start building your email list right away.

Most email service providers like MailChimp, AWeber, etc, will provide you simple code that you can add to a text widget in your WordPress sidebar. However, these signup forms are not very effective in terms of conversion.

By using OptinMonster to create beautiful and highly engaging sidebar optin forms, you can significantly increase your conversions.

OptinMonster also allows you to A/B test your sidebar optin forms, so you can make data-driven decisions about what’s working and what’s not.

5. Showcase Your Best Content

Popular posts

WordPress sites come with a built-in recent posts widget. This widget does not perform very well.

The reason is simple, your recent posts may not always be the best content to describe your site to a new user.

You should use a popular posts plugin to display your most popular content. You can also combine it with a related posts plugin to showcase the most relevant content to new users.

6. Dynamic Custom Lists

Custom WordPress Lists

Why stop on just popular or related posts? You can create your own lists of posts that you think will bring you more conversion.

Simply create a new post in WordPress and use the visual editor to create a bulleted list of posts or pages you want to display. Switch to the text editor and copy the HTML code.

Now add a new text widget to your sidebar and paste the HTML code inside it. You can create as many lists as you want and show different lists for different areas of your website.

7. Use Images

Use images in sidebar

Images are much more engaging than plain text. If you want to grab user’s attention, then use images as banners and buttons. You can link those banners and call to actions to different areas of your website.

You can simply upload an image using the media uploader and add the HTML code to display the image in a text widget. If you are not familiar with HTML, then you can use an image widget to add images in your WordPress sidebar.

See our guide on how to add an image in WordPress sidebar widget for detailed instructions.

In the OptinMonster blog example above, when the user clicks on an image, it loads a popup asking them to enter their information. That’s called MonsterLinks which is a 2 Step Optin Technology..

8. Showcase Social Proof

Add social proof

Have you seen how popular blogs brag about their follower count in their sidebars? Displaying your follower count in the sidebar is called social proof. It is a marketing technique that helps you gain trust by showing people the number of followers you already have.

You can use Social Count Plus widget to display your follower count. You can also show your MailChimp subscriber count to encourage more users to signup for your email list.

Here are 11 more social proof examples that you can add on your website.

9. User Engagement Tools

Recent comments with thumbnails

Recent comments, polls and surveys, user rankings, points system, are just some of the ways to boost user engagement on your WordPress site. Displaying them in your sidebar helps boost user engagement on your website. This increases your pageviews and time each person spends on your site.

10. Fade In Last Sidebar Widget

Fade in sidebar widget

This nifty little trick is used on many popular blogs and websites. It simply fades in the last sidebar widget. The animation makes the widget eye-catchy and noticeable which dramatically increases the click-through rate.

See our tutorial on how to fade in last sidebar widget in WordPress.

11. Use Custom Styles for Widgets

Custom styles for sidebar widgets

Usually all sidebar widgets use the same colors and style defined by your WordPress theme. This makes them all look the same. You can use custom styles to use different colors for some of your widgets to make them more noticeable.

See our guide on how to add custom styles to WordPress widgets for detailed instructions.

12. Enable Shortcodes in Text Widgets

By default, WordPress filters out shortcodes in text widgets. You can easily disable that by adding this single line of code to your theme’s functions.php file or a site-specific plugin.

add_filter('widget_text','do_shortcode');

We hope this article helped you learn some new WordPress sidebar tricks to get maximum results on your site. You may also want to see our list of 25 most useful WordPress widgets for your site.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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How to Find Who Reads and Subscribes to Your WordPress Blog

Do you want to find who reads and subscribes to your WordPress blog? Part of building a blog is to understand is how your users read and interact with your content. In this article, we will show you how to find who reads and subscribes to your WordPress blog.

Who reads and subscribes to your WordPress blog

Why You Need to Know Your Audience?

Understanding your audience is crucial for the success of your blog or business. It helps you learn: which pages on your website are most popular among users? How your users found those pages? Where those users came from? And what else they looked on your website?

All this information helps you decide what kind of content works for your audience. It also helps you find out what is not working with your readers.

This allows you to plan and create better content.

Having said that, let’s take a look at how to find out more information about your readers and subscribers.

Learn About Your Readers and Subscribers Using Google Analytics

Google Analytics is the most comprehensive analytics available in the market today. It can be used to track your site visitors as well as your RSS feed subscribers.

First you need to visit the Google Analytics website and signup for an account. Take a look at the section ‘How to Signup with Google Analytics’ in our guide on how to install Google Analytics in WordPress for detailed instructions.

Setting up Google Analytics for WordPress by MonsterInsights

For this tutorial, we will be using the MonsterInsights plugin. If you are already using the plugin and have it setup on your WordPress site, then you can skip to the next step.

First thing you need to do is install and activate the Google Analytics by MonsterInsights plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you need to visit Insights » Settings page and click on ‘Authenticate with your Google account’ button.

Authenticate Google Account to select your Analytics profile

This will open a popup dialog where you will be asked to allow Google Analytics plugin to access your Google account.

Google Account Permission

Click on the allow button to continue.

The popup will now show you a code which you need to copy and paste into Google Analytics plugin settings on your WordPress site.

Once you do that, the plugin will now fetch your account settings from your Google Analytics account. After that you need to select your analytics profile by clicking on select a profile.

Select a profile

Click on save changes button to store your settings.

That’s all you have successfully setup Google Analytics by MonsterInsights on your website. For detailed instructions, take a look at our beginner’s guide on how to use Google Analytics for your WordPresss site.

Tracking RSS Links in Google Analytics

Google Analytics can not only track visitors coming to your site, but it can also track links to your website from other sources like your RSS feed, email newsletter, social links, etc.

See our guide on how to track links in WordPress using Google analytics.

If you are manually sharing links, then you can add your own URL parameters. But the links in your RSS feed and newsletter are automatically generated by WordPress.

Here is how you can track your RSS feed links in WordPress using the Google Analytics by MonsterInsights plugin.

Go to Analytics » Settings in your WordPress admin area and click on the Advanced tab.

Tracking RSS feed links in Google Analytics

Check the box next to ‘Tag links in RSS feed with campaign variables’ option and click on the save changes button.

That’s all, you have successfully enabled tracking of links in your RSS feed.

Viewing Reports for Your RSS Feed Links in Google Analytics

Log in to your Google Analytics dashboard and then visit the reporting page. Go to Acquisition » All Traffic » Source/Medium tab.

Google Analytics Acquisition

There you will find RSS as source and as medium in your reporting. You can click on it to further drill down, and see which content they clicked.

Finding Subscriber Information

In order to find subscriber information, the first thing you need to do is give your users the ability to subscribe to your blog through an email newsletter. See why you should build your email list right away.

We also have an email marketing 101 guide that will help you build an email list in WordPress.

We’re going to cover how to find subscriber information in two of the most popular email marketing platforms among our users.

Find Subscriber Information in MailChimp

If you are using MailChimp, then it comes with its own built-in analytics. These reports tell you how your newsletter campaigns and your RSS to Email campaigns performed.

Simply login to your MailChimp account and click on Reports from the top menu.

You will see a list of emails sent to your subscribers. Click on the view report button next to an email.

View reports in MailChimp

This will show you an overview of your campaign. It will also provide you with information like how many users opened or didn’t open your email, bounced email addresses, abuse reports, total clicks, links clicked, etc.

Viewing MailChimp reports

Find Subscriber Information in AWeber

If you are using AWeber in WordPress as your email list provider, then you can use AWeber’s built-in reports feature. It will show you how your newsletter or RSS to email campaigns performed.

Simply login to your AWeber account and then click on reports.

Aweber Reports

The reporting dashboard provides an indepth overview of your overall opens and click rates. You can drill down the reports by clicking on shortcuts in the left menu.

AWeber reports shortcuts

That’s all, we hope this article helped you find who reads and subscribes to your WordPress blog. You may also want to see our list of 40 useful tools to manage and grow your WordPress blog.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.



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