WordPress CRM plugins with a sales pipeline
A sales pipeline tracks deals through stages, with a value and an expected close date on each. Most WordPress CRM plugins do not have one; they are built around a contact list and email.
Four of the seven plugins here have deals on a kanban board. Only two include it in a free version.
Our picks
- Best free sales and service CRM
Plugixa CRM
Deals, several pipelines with their own stages, a kanban board, a weighted forecast and lead conversion, all free and stored in your own database.
Active installs: Fewer than 10 · From €39 / year
Plugixa CRM review → - Best free hosted CRM
HubSpot
Deals and a kanban board on the free hosted plan. Several pipelines and forecasting need a paid plan, and the data is on HubSpot's servers.
Active installs: 200,000+ · 4.34 / 5 (207 ratings) · From $84 / year
HubSpot review → - Best for HR and accounting together
WP ERP
Deals and a pipeline board with the Growth plan, priced per user, alongside HR and accounting.
Active installs: 5,000+ · 4.38 / 5 (149 ratings) · From $137 / year
WP ERP review → - Best for sales funnels and automation
Groundhogg
A pipeline extension with the Plus plan at $480 a year, connected to its automation flows.
Active installs: 2,000+ · 4.87 / 5 (149 ratings) · From $240 / year
Groundhogg review →
How we chose
We counted a plugin only if it has deal records with stages and a board view, as defined on the methodology page.
WP-CRM System has opportunities with a probability and a won or lost status, but no stages or board, so it is not listed.
The picks side by side
Scroll sideways to see more plugins, or untick some above.
| Feature | Plugixa CRM | HubSpot | WP ERP | Groundhogg |
|---|---|---|---|---|
| Contacts and companies | ||||
| ContactsStores people with their details, notes and a history of what happened with them. | YesFreeA contact can have several email addresses and phone numbers, one of each marked primary. | YesFree | YesFree | YesFree |
| CompaniesStores companies (accounts) as their own records, with contacts linked to them. | YesFreeAccounts with a parent and child hierarchy, and a link to contacts that records each person's role. | YesFree | YesFree | YesPaid: PlusCompany records come from the Companies extension, included from Plus or sold alone from $59 a year. |
| Custom fieldsYou can add your own fields to contacts or other records. | YesPaid: ProTen field types on contacts, accounts, leads and deals. | YesFreeThe free plan allows 10 custom properties. Paid plans raise the limit. | YesPaid: StarterThe Custom Field Builder extension adds fields to contact and company forms. | YesFree |
| Duplicate mergeFinds the same person or company entered twice and merges the two records. | YesFree | PartialFreeContacts are deduplicated by email and companies by domain, and records can be merged on all plans. The duplicates manager needs a Professional plan. | No | PartialFreeTwo contacts can be merged by hand from the record. No tool that finds duplicates was found. |
| Sales pipeline | ||||
| DealsTracks sales opportunities with a value, a stage and an expected close date. | YesFree | YesFree | YesPaid: Growth | YesPaid: PlusThe Sales Pipeline extension is included from Plus or sold alone from $79 a year. Deals have a close date, a close probability and products. |
| Kanban boardShows deals as cards in stage columns that you drag from one stage to the next. | YesFree | YesFree | YesPaid: Growth | YesPaid: Plus |
| Several pipelinesYou can run more than one pipeline, each with its own stages. | YesFree | YesPaid: Starter Customer PlatformThe free plan has one default pipeline. Starter allows 15 custom pipelines, shared across objects. | YesPaid: Growth | YesPaid: Plus |
| Sales forecastReports expected revenue, weighted by stage probability or by close date. | YesFreeA weighted pipeline forecast, win rate and expected close by month. | YesPaid: Sales Hub Professional | Not checked | Not checked |
| Lead conversionA lead is a separate record that converts into a contact, a company or a deal once qualified. | YesFreeA lead converts into an account, a contact and an opportunity in one step. | PartialPaid: Sales Hub ProfessionalLeads are linked to existing contacts or companies and move through lead stages towards a deal, rather than converting into a new contact. Needs Sales Hub Professional. | NoLead is a life stage on the contact record, not a separate record. | NoThere is no separate lead record. Leads are contacts, and deals are created from them. |
| Activities and email | ||||
| TasksTasks with a due date and an assignee, linked to a record. | YesFree | YesFree | YesFree | YesFree |
| CalendarA calendar view of tasks, meetings or appointments inside the CRM. | YesFreeMonth, week and day views over tasks, calls and meetings, with working hours, holidays and free/busy. | Not checked | YesFree | Not checked |
| Calls and meetingsLogs calls and meetings as their own activities on a record. | YesFree | YesFree | YesFree | YesFree |
| Email from a recordSends a one-to-one email from a contact's record and keeps it on the record. | YesFreeSent from any record, with templates and merge fields. | YesFree | YesFree | YesFree |
| Incoming emailReads a mailbox and files incoming mail against the matching records. | YesFreeReads your own mailbox over IMAP. Incoming mail can create cases automatically. | YesFreeEmail is connected through HubSpot's shared inbox. Email sync is listed as a Starter feature, so free-plan limits were not checked in detail. | YesFreeReplies are filed on the contact once an IMAP mailbox is connected; a Gmail API connection is also offered. | PartialPaid: ProReplies to Groundhogg emails reach the contact record through Groundhogg's hosted relay. It needs an active licence and does not read a mailbox of your own. |
| Marketing | ||||
| Email campaignsSends newsletters or bulk email to a list or segment of contacts. | YesFreeCampaigns, target lists and mass email sent in batches, with open and click tracking on your own domain. | YesFreeFree marketing email carries HubSpot branding and has sending limits. | PartialContacts sync to the separate weMail plugin, where campaigns are created and sent. | YesFree |
| Marketing automationRuns sequences or workflows triggered by events, such as a tag added or a form submitted. | NoTarget lists are static, and there is no workflow or sequence builder. | YesPaid: Starter Customer PlatformStarter has simple email, contact and deal automation. Full workflows need a Professional plan. | YesPaid: Growth | YesFree |
| Lead capture formsHas its own forms that create contacts or leads, without a separate form plugin. | YesFreeWeb-to-lead forms as a block or a shortcode; submissions arrive as leads. | YesFree | YesFreeSubscription forms add contacts to a contact group. | YesFree |
| Customer support | ||||
| Tickets or casesA support queue of customer requests with a status and an owner. | YesFreeCases with statuses, priorities and types, assigned round-robin or to whoever is least busy. | YesFree | NoThere is no ticket queue. Paid extensions show tickets from Awesome Support, Zendesk or Help Scout on a contact. | NoThere is no ticket queue. A paid Help Scout integration connects an outside helpdesk. |
| Knowledge baseHelp articles you write in the CRM and can show to customers. | YesFreeArticles in a category tree. Articles you mark as public appear in a help centre on your site. | YesPaid: Service Hub Professional | Not checked | No |
| Client portalCustomers log in on your site to see their own records, such as tickets, invoices or documents. | YesFreeCustomers see their own cases, shared documents, meetings, calls and help articles. Each panel is a separate switch. | YesPaid: Service Hub ProfessionalThe portal shows customers their own support tickets only. | NoThe vendor FAQ says the CRM and accounting modules have no frontend. | Not checked |
| Team and permissions | ||||
| CRM rolesPermissions set per CRM role, beyond the standard WordPress roles. | YesFreeRoles per record type and per action, each with an all, team, own or none scope. | PartialFreePermissions are set per user on all plans. Reusable permission sets need an Enterprise plan. | YesFreeThe free plugin adds CRM Manager and CRM Agent roles. | YesFreeAdds Marketer, Sales Manager and Sales Representative roles. |
| Record-level accessLimits which records or fields a user can see, for example only their own or their team's. | YesFreeRecords are limited to a user's own, their team's or all, and single fields can be hidden or made read-only. | YesFreeUsers can be limited to records they own on all plans. Team-only access needs a Professional plan. | YesFreeAgents see only the contacts they own; managers see all. | YesFreeSales Representatives see only the contacts they own. Field-level limits were not found. |
| Change historyKeeps a log of who changed what on a record. | YesFree | YesFreeProperty history shows each change, its date and its source, such as a user, an import or a workflow. | YesFreeThe ERP audit log records who created, edited or deleted a contact or company. | Not checked |
| Reports and data | ||||
| ReportsBuilt-in reports or dashboards on contacts, deals or activity. | YesFreeA report builder with charts over deals, leads, meetings, calls and tasks, and multi-tab dashboards. | YesFree | YesFree | YesFree |
| CSV import and exportImports contacts from a CSV file and exports them to one. | YesFreeCSV import with column mapping and an undo for the whole run; CSV and Excel export. | YesFree | YesFree | YesFree |
| WebhooksSends a message to a URL you choose when records change. | YesFree | YesPaid: Data Hub ProfessionalThe Send a webhook workflow action needs Data Hub Professional. Developer apps can also subscribe to record changes through the webhooks API. | Not checked | YesPaid: BasicSending a webhook is a premium flow step, listed on every paid plan. Free users cannot use it. |
| REST APIA documented API for reading and writing CRM records from other software. | YesFreeAbout 230 documented REST routes, with the same permission rules as the admin screens. | YesFree | YesFreeThe plugin ships REST endpoints for contacts, companies and activities; the public API docs are on GitHub and look dated. | YesFree |
| Commerce | ||||
| WooCommerceLinks WooCommerce customers and their orders to CRM contacts. | YesPaid: ProLinks WooCommerce customers and their order history to contacts. | PartialFreeNot part of the HubSpot plugin. WooCommerce sync is offered by third-party apps, such as the one from MakeWebBetter. | YesPaid: Growth | YesPaid: ProThe WooCommerce extension is included in Pro or sold alone from $99 a year. |
| Quotes and invoicesCreates quotes or invoices from the CRM. | NoThere are PDF templates for any record, but no quote or invoice records. | YesFreeInvoices are listed for all plans. Quotes need a Commerce Hub Professional plan. | YesFreeInvoices and quotations come from the free accounting module, using CRM contacts as customers. | No |
| Integrations | ||||
| Form plugin integrationsSends entries from form plugins such as Contact Form 7, WPForms or Gravity Forms into the CRM. | YesPaid: ProContact Form 7, WPForms, Gravity Forms and Elementor forms. | YesFreeListed integrations include Gravity Forms, Ninja Forms, WPForms, Formidable and Forminator. Contact Form 7 is not listed. | YesFreeContact Form 7 and Ninja Forms are free; Gravity Forms sync needs the Growth plan. | YesPaid: PlusContact Form 7, Gravity Forms, WPForms, Fluent Forms and others are listed from Plus. |
| Calendar syncSyncs CRM meetings or tasks with Google Calendar or Outlook. | YesPaid: ProGoogle Calendar and Microsoft 365 calendars. | YesFree | Not checked | YesPaid: PlusGoogle Calendar sync comes with the Booking Calendar extension, included from Plus or sold alone from $79 a year. |
| Platform | ||||
| Where your data livesWhether records are stored in your WordPress database or on the vendor's servers. | Your WordPress database, in the plugin's own tables | HubSpot's servers (hosted CRM) | Your WordPress database | Your WordPress database (custom tables) |
| CRM on a site pageStaff can use the CRM on a page of the site, outside wp-admin. | YesFreeA shortcode puts the whole CRM on a page of your site for staff, inside your theme. | NoThe CRM runs in HubSpot's own web app. The plugin adds tools to wp-admin and forms or chat to site pages, not a staff CRM on the site. | NoThe vendor FAQ says the CRM has no frontend; only HR has a paid frontend extension. | Not checked |
- Yes: The plugin does this.
- Partial: It does part of this; the note says what is missing.
- No: The plugin does not do this.
- Not checked: We could not confirm it from the vendor's own pages, so we do not claim either way.