The Best CRM plugin for WordPress

After working through the other options and initially trying and giving up on Leads+CTAs+Landing Pages, I came back to Leads and worked through the kinks with great help from David Wells. I feel it is the best currently available CRM plugin, but at the same time it is not quite “there” yet. There are some slow or clunky interface issues, and I’ve had a lot of small but annoying problems with it in Firefox. That said, it is incredibly powerful for a free plugin, and I would pay for a pro version.

Leads has unique value in creating user records for contacts that are NOT WordPress users. If your leads will never become members of your site who need to log in, this is the way things should be done, and that is almost enough reason by itself to use Leads instead of the alternatives.

Leads works well with the major custom form plugins, but it has its own passable custom form creator. For the time being I prefer to use Leads without the Calls-to-Action and Landing Pages plugins — instead I use a standalone form plugin and theme support for landing pages. That may change if these other complementary InboundNow plugins evolve to become a solid, comprehensive solution.

Leads lends itself to relatively easy customization with adequate documentation and support if you take the time to sift through the rather cluttered InboundNow site. It’s on GitHub too, and the developers are extremely helpful.