What Is a CRM?
CRM or Customer Relationship Management software allows you to easily manage a customer’s interactions with your business. A CRM helps you track the user journey of each website visitor, keep a record of previous interactions, and successfully convert leads into customers.
There are many CRM solutions available on the market. Most of them allow you to store customer information in the cloud so you can track and manage customer relationships with an easy to use dashboard.
It allows you to capture customer information with forms, chat bots, email service providers, and more. It also integrates with all popular third-party tools that you may already be using to grow your business online.
More importantly, it is extremely easy to use even for beginners who have never used a CRM before.
That being said, let’s take a look at how to easily add a CRM to your WordPress site.
Adding a CRM on Your WordPress Site
First thing you need to do is sign up for a HubSpot CRM account. They have a limited free CRM software plan which allows you to get started and try out the software without a big upfront investment.