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How To Make Your Own WordPress CRM System (No Coding 2024) 

Building a good relationship with customers is important, and building a long-lasting one is even more important. Helping you build a better Customer Relationship Management (CRM) system plays a key role in that process.

If you’re a business owner, SaaS startup owner, online store owner, or freelancer, it’s crucial to handle customer information to maintain strong relationships.

A CRM (Customer Relationship Management) system keeps all your customer details organized in a single location, enabling you to build customer loyalty and boost sales.

This guide explains why WordPress is an ideal platform for creating your CRM system and provides instructions on setting it up. 

Let’s get started.

What is CRM?

Customer Relationship Management, also known as CRM, is an online tool for managing all your company’s relationships with your customers. A CRM helps your company stay connected with customers, easily interact, and improve productivity and profitability. 

customer relationship management CRM

CRM (customer relationship management) typically refers to a system or platform designed to assist with tasks like contact management, sales management, and productivity improvement.

customer relationship management software enables you to focus on your organization’s connections with individuals, such as customers, service users, coworkers, or suppliers, throughout their interactions with your company. This includes obtaining new clients, retaining their business, and providing continued support and services throughout the relationship.

By employing a customer relationship management solution, the sales and marketing team can monitor and trace a customer’s interactions with your business. This capability enhances the customer journey and experience by refining each touchpoint with the customer.

Businesses employing CRM systems experience a 27% rise in customer retention and a 74% improvement in customer relationships. The use of CRM also has a substantial positive impact on sales, as reported by 75% of sales managers who observe increased sales and the potential for sales conversion rates to surge by up to 300%.

Types of CRM

Types of CRM
  1. Collaborative CRM Systems:

Collaborative customer relationship management systems boost your teamwork and simplify business tasks. They bring better customer service, smooth marketing campaigns, and improved analytics and reporting.

These systems make sure that all teams, no matter the department or channel, have access to the latest customer data.

  1. Operational CRM Systems:

Operational customer relationship management systems automate your customer relationship management, keeping track of interactions across various channels and improving communication. Despite being sometimes overlooked, these systems can significantly enhance business processes.

They are great for refining marketing strategies and overall business efficiency.

  1. Analytical CRM Systems:

Analytical customer relationship management systems are vital for those who want to understand customer behavior and optimize business performance. These tools effectively analyze purchasing patterns and enhance marketing strategies.

By providing insights into customer behavior, they empower businesses to offer targeted products, boosting revenue through upselling or cross-selling.

How to Setup a WordPress CRM 

For this setup we’re going to use the HubSpot CRM plugin, but if you wish to use a different plugin then don’t worry the steps are the same and simple, only the features and settings are different other than that everything is the same.

Now that’s clear, let’s begin.

Step 1: Install HubSpot CRM Plugin

HubSpot CRM Plugin

Go to WordPress badboard, then plugin and search HubSport CRM plugin or CRM plugin, then click on Install now and Activate.

Step 2: Create A HubSpot Account

After installing the plugin, you will be encouraged to create a HubSpot account. It’s free, and it will only take a few minutes. After logging in, you’ll be answering some simple questions, just answers, and you’re good to go.


Then, it will take you on a guided tour of all the plugin’s capabilities.

HubSpot demo

This tour will show you how to use the CRM, including how to collect customer data from forms, manage contacts, and much more.

Step 3: Create Your First Form

Now that your demo tour is complete, you can set up your contact form, Registration, Newsletter sign-up, and more.

HubSpot template

For now, choose a template and click on Create form (don’t worry, we can edit the form later).

Once the form is created, HubSpot will ask you whether you want to embed the form in a post or page, and if you wish to use a shortcode, then the option is available.


Step 4: Edit Form 

Now that you have created your form and you wish to edit even further, follow the method below.

  • Go to HubSpot > Forms
  • Select the form, then click on More > Edit in HubSpot.
Edit in Hubspot

Form: Use properties that require your business the most and click on Update in the top right corner.

Options: Write a thank you message for users that they will get after submitting a form.

Demo options

You can use this one: 

Dear [Name],

Thank you for submitting your contact form. We appreciate you reaching out and will review your message shortly. One of our team members will be in touch with you within [ timeframe ] to answer your questions or address your concerns.

In the meantime, please feel free to browse our website or explore our FAQs for more information.

We look forward to hearing from you soon.

The [company name] Team

Style & Preview: Select the style, font, size, and color that blends with your business palette.

Form edits

After everything is done, automation will kick in after the form is submitted. Then, simply click on Update.

Automation edit

And you’re done! Lastly, You can always refer to the HubSpot CRM User Guide for further information on how to use the system.

Wrapping up

Creating your own WordPress CRM system without any coding is a straightforward process that empowers you to manage customer relationships efficiently. By heeding the simple steps outlined in this guide and using tools like the HubSpot customer relationship management plugin, you can easily set up forms, organize customer data, and streamline communication. 

This approach allows even beginners to harness the power of a customer relationship management system, enhancing customer interactions and optimizing business processes. Take charge of your customer relationships today and enjoy the benefits of a customized CRM system tailored to your needs.

FAQs on WordPress CRM 

Is the HubSpot CRM plugin the only option for this process?

No, while we use HubSpot in this guide for its user-friendly features, you can choose from various CRM plugins available in the WordPress ecosystem that suit your specific requirements.

How much does it cost to create a WordPress CRM system using this method?

The basic steps outlined in this guide, including the use of the HubSpot customer relationship management plugin, can be implemented for free. However, some advanced features or additional plugins may have associated costs.

4. Can I customize the forms according to my brand’s style?

Absolutely! Most customer relationship management plugins, including HubSpot, offer customization options for forms, allowing you to align them with your brand’s style and preferences.

Will the CRM system work for e-commerce businesses?

Yes, the customer relationship management system created using this method is versatile and can be adapted for use in various industries, including e-commerce. You can manage customer interactions, track orders, and improve overall customer satisfaction.

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