FluentCRM Review: A Powerful CRM Solution for WordPress

FluentCRM review 2024: FluentCRM is a powerful WordPress plugin offering robust CRM capabilities and seamless integration with numerous plugins, making it a cost-effective choice for businesses focused on list management and lead conversion.
FuentCRM Review by Boost My Site
Easy Automation Management
Clean design
Follow marketing best practices
Affordable compared to other solutions
Free version a little too limited
Needs a little learning curve
Not enough direct integrations with form plugins

Overall score


Table of Contents

In today’s digital landscape, effective customer relationship management (CRM) is the cornerstone of successful business growth. With numerous CRM tools vying for dominance, it can be difficult to separate the wheat from the chaff. One such contender that deserves attention is FluentCRM – a potential game-changer for WordPress-based enterprises. This article will dive into an in-depth review of FluentCRM, exploring its features, functionalities, pricing, and how it compares with alternatives. Whether you’re a business owner looking for a CRM solution or just curious about the latest industry tools, this comprehensive review has got you covered. Let’s delve into the world of FluentCRM and see what it has to offer.

Let’s dive into this FluentCRM review.

What a CRM is about?

But the first question we should ask ourselves is: what is a CRM and what is it used for?

A CRM, or Customer Relationship Management system, is a tool that helps businesses manage interactions with potential and existing customers. It’s designed to improve customer relationships, streamline processes, and increase profitability. A CRM can store customer contact information, track customer interactions, manage marketing campaigns, and much more. It’s basically a hub where you can organize all the details about your customers and your interactions with them. By having all this information in a centralized place, your team can more effectively work together to meet customer needs, solve problems, and create the best customer experiences possible. All of these benefits drive customer satisfaction and loyalty, which ultimately leads to increased business success. With a CRM like FluentCRM, businesses can manage all these tasks directly from their WordPress platform.

Now it’s clear, let’s dive deeper into FluentCRM and see how it scales up as a CRM solution for WordPress.

What is FluentCRM WordPress Plugin?

FluentCRM is a self-hosted email marketing automation solution for your WordPress website that provides businesses with an array of powerful features to manage their customer relationships and drive meaningful engagement. It offers robust tools to segment all your contacts, automate email sequences, and integrate with a plethora of WordPress plugins. Whether you’re nurturing leads, educating customers about your product, or running time-limited promotions, FluentCRM helps optimize these tasks, making your marketing more effective while keeping your budget in check. Its deep WordPress integrations and affordability make it an outstanding CRM option for business owners running a WordPress-based business.

How I made this FluentCRM Review

Actually, I’ve been using FluentCRM Pro for several years on most of my client’s websites. Whenever I need to implement Sales Funnels that involve Email Marketing, I use FluentCRM Pro. This test is, therefore, more based on past experience with this plugin than a “lab test”.

Key Features of FluentCRM

I won’t cover all the features of the plug in, but let’s dive into the main key features of FluentCRM, and how to use them.

Visual automation builder

For me, the most important feature is the automation feature. It’s like the heart of any customer relationship management tool. And that’s where a big part of your work will take place. In fact, this plugin section will not only save you a considerable amount of time but also allow you to track all users of your CRM accurately. Il will basically allow you to send emails easily manage your automation funnels, thanks to its intuitive interface.

Like any automation application, they are based on a trigger-action-condition framework. Therefore, you will need to choose the trigger from a list of 8 possible triggers, dedicated to FluentCRM (6) and WordPress (2). So, you’ll be able to fire automation if a new user signs up or log in, if a list is applied/removed, a tag is applied/removed, if this is the contact’s birthday, or if there’s a new submission from Fluent Forms.

Here, I choose to create a new automation to welcome my new members on my website, so I choose the “New User Sign Up” trigger.

FluentCRM Review by Boost My Site - Automation trigger

Then, I have to enter a few details on how FluentCRM needs to handle the new contacts: Are they considered subscribers? Which roles (WordPress) are affected by this automation, and an internal description to keep track of it.

Once done, we find ourselves on a canvas that is quite intuitive. We see our trigger right in the middle of the canvas, and all we have to do is press the big “+” button to add new elements to our workflow.

By hovering over the “+” button, we already have 2 choices available to us: we can add an action or a condition. The conditional aspect is only available in the Pro version but is particularly powerful as it allows testing of a specific field and performing actions only if the conditions are met.

Personally, I use these conditions extensively in the context of calculators created as lead magnets on my websites. I save the result of certain fields in the customer data, and I include conditions in my automation. It allows me to target specific users. For example, on a client’s website, I created an express estimation generator to calculate the cost of an international move based on the direction of the move. I saved the desired direction of the move in the contact properties, and I adapt my automation based on the chosen direction: this way, I can send personalized information based on their current and future location. This allows me to always be relevant in my emails and adapt to the client.

Once your condition is defined, you can add actions in several parts of the automation:

  1. In the “No” part of the condition: you can run some actions if the user does not meet the condition.
  2. In the “Yes” part of the condition: you can run some actions if the user meets the condition.
  3. After the condition: whether he meets the condition or not, these actions will be fired as well, sequentially.

In short, this is a part of the plugin that is quite intuitive. We are well guided by the plugin, making it accessible to beginners.

Email campaign management

An Email Campaign is basically a one-shot email that you’ll send manually to a specific list of contacts. It allows you to broadcast a specific message, like a promotion for example, but without any automation behind.

An email campaign is created in several distinct steps, much like a wizard offered by the plugin. By simply following these steps, you will create your email, define which segment of your contact base you want to send it to, test it to ensure everything is OK, and then send it.

You have 4 steps to create an email campaign:

  1. Compose your email
  2. Choose a subject line and a pre-header
  3. Select the included (and excluded) contact lists and tags
  4. Review and send (or schedule) the email

This is perfect for an announcement or a promotional one-shot email. You set it up pretty quickly and broadcast a clear message to complete segments of your contact base.

However, my opinion on the visual email builder is a bit mixed. Initially, you will create your email using Gutenberg blocks. Personally, I’m not a big fan of Gutenberg, even though I’m getting used to it over time. But it is quite limited in terms of design, which doesn’t make it an ideal solution when we want to write beautiful emails perfectly aligned with our branding.

Other options are available, such as the classic editor or HTML, and even a visual builder. Unfortunately, the latter is clearly disappointing when you are used to Elementor, Brizzy, or Divi. I would have much-preferred integration with Elementor to be able to design my email directly with it, offering perfect branding through global colors.

It should be noted, however, that it is possible to save and reuse email templates.

Segmentation features

Here a basic feature of a CRM, but it’s one of the reasons why a CRM is so powerful for your business: segmentation.

Segmentation involves dividing your entire contact list into specific segments based on criteria that are relevant to your business. This could include criteria such as age, gender, or country, allowing you to send targeted promotions.

For example, you wouldn’t want to send a promotion for the latest fashionable dresses or lipstick to a man.

Instead, you would target women, possibly within a specific age range, based on the brand’s target audience.

FluentCRM allows you to create custom or dynamic segments, based on filters. In this example, I’ve created a segment based on the country (US), and a custom field where I’ve recorded the value of a quote made on a front-end form.

The possibilities are endless, and you can precisely segment your contacts based on the criteria that matter to your business.

For example, you can segment your WooCommerce customers from the other leads you’ve generated through a lead magnet.

You can also use them for more technical purposes, such as keeping your lists healthy by removing contacts who haven’t opened any of your emails in a specific timeframe. Ideal for maintaining a good digital reputation.

Automated email sequences

FluentCRM Review : Email Sequence

The feature you will most likely use is undoubtedly automated email sequences, to run complete email marketing campaigns. You have definitely seen it in your email inbox when you receive emails from the same sender, announcing a promotion that ends in a few days, and following up every 2 or 3 days.

With this, you will be able to set up in advance a whole sequence of emails, in order to educate your contacts on the subject of your choice (about your market, or how to use a product), or on the other hand, send a series of promotional emails, with a sense of urgency, ultimately leading them to take action and make a purchase.

You can think about several use cases of Automated Email Sequences:

  • Nurture your CRM list to tell them how crazy your product is
  • Educate them about how to use your product or service when they’ve bought it
  • Send a time-limited promotion
  • Ask them for a review after they’ve bought your services

This automation is made in 2 steps:

  1. You create your whole sequence of emails
  2. You create the automation that will trigger your email sequence

It is a crucial feature of the plugin and of any CRM in general. It is actually what gives it its power, as you will be able to contact your users based on their behavior or the criteria that interest you, to deliver them a specific message to encourage them to take action, or to build a trusting relationship with you. The good news is you can run unlimited email campaigns and are not limited in your usage.

However, make sure to use a robust email service to ensure great email deliverability.


FluentCRM Review: FluentCRM integrations

One of the benefits of having a CRM directly on WordPress instead of a SaaS application is its strong integration with WordPress, allowing for deeper automation based on the installed plugins on your site.

But to have this advantage, FluentCRM still needs to be integrated with a maximum number of plugins. To be honest, this is actually a strength of the plugin: FluentCRM integrates with interesting plugins, like WooCommerce of course, but also Easy Digital Downloads and the recent SureCart.

In terms of Lead Generation, it is a bit light for my taste and FluentCRM has only one direct integration with Fluent Forms when it comes to online forms. It would have been important to also interface with WP Forms or Gravity Forms, heavyweights in the market. However, a solution consists of using Webhooks to create a bridge with the other WordPress form builder. But it would be appreciated to have a built-in integration for each of them.

On the other hand, a pleasant surprise comes from automation systems like AutomatorWP, WP Fusion, Zapier, and more. You can connect these systems to trigger other automation elsewhere, and even on Make through the Webhook system (welcome, No-code users!)

You can get the whole list of the 36 integrations here.

Who is FluentCRM for?

I would say: every online business running a WordPress-based business can use FluentCRM. In general, a business will need a CRM, and FluentCRM is a very good option to get one, mainly for the deep integration with WordPress, and secondly for the price to get a CRM.

Who is FluentCRM not for?

Let’s say that WordPress site owners who don’t use a customer database don’t really have a need for this plugin. It is primarily designed for businesses that have a strong interest in their list management, monetizing the cost of lead acquisition and doing everything possible to convert them into a purchase action. So, for example, blogger or simple portfolio sites won’t really have a need for FluentCRM.

Pricing Plans

Good news! FluentCRM comes with a free version available on the WordPress repository, allowing beginner businesses to start using the plugin without having to pay for it.

However, this version is limited, and you will need to upgrade your plan as soon as your contact list becomes large enough.

The available plans are simple:

  • Personal Plan: $129/year for a single site license
  • Professional Plan: $249/year for 5 sites
  • Agency Plan: $499/year for 50 sites

However, the free plugin is rather limited. Let’s say that the most interesting marketing automation features are, of course, in the Pro version, such as email sequences, split testing, dynamic segments, dynamic content, custom fields, conditional blocks, and automation triggers, to name a few.

But let’s keep in mind that it remains highly competitive with other CRM tools.

FluentCRM alternatives

Final Thoughts

In all objectivity, FluentCRM is truly a great self-hosted WordPress plugin. It allows you to stay within a reasonable budget while having genuinely powerful features. It will undoubtedly make your marketing more effective while keeping your budget in check. Your conversion rates will be much higher with FluentCRM, especially the Pro version, which I consider to be almost indispensable.

It will undoubtedly be a good investment if you decide to convert more customers in your business.

Frequently Asked Questions

Q1: What is FluentCRM?

FluentCRM is a self-hosted CRM WordPress plugin designed to streamline your email marketing campaigns, customer relationship management, and overall business growth.

Q2: Who should use FluentCRM?

FluentCRM is ideal for all business owners running a WordPress-based business. It is especially useful for those businesses that have a strong focus on list management, lead acquisition, and conversion.

Q3: Is there a free version of FluentCRM?

Yes, FluentCRM offers a free version available on the WordPress repository. However, it is more limited compared to the paid plans.

Q4: How much does FluentCRM cost?

FluentCRM offers several pricing plans. The Personal Plan is $129/year for a single site license, the Professional Plan is $249/year for 5 sites, and the Agency Plan is $499/year for 50 sites.

Q5: Does FluentCRM integrate with other plugins?

Yes, FluentCRM offers robust integration with several other WordPress plugins, including WooCommerce, Easy Digital Downloads, and SureCart. It also integrates with automation systems like AutomatorWP, WP Fusion, and Zapier.

Q6: Are there alternatives to FluentCRM?

Yes, Mail Mint and Groundhogg are two alternatives to FluentCRM.

Q7: What features does the Pro version of FluentCRM provide?

The Pro version of FluentCRM offers advanced features like email sequences, split testing, dynamic segments, dynamic content, custom fields, conditional blocks, and automation triggers.

Q8: Is there a lifetime deal available?

No, there’s not lifetime deal anymore for FluentCRM.

Overall score