Lead Forms & CRM — shortlist 01
Shortlist 01 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Conversion
Forms, chat, CRM, and landing experiences that turn traffic into leads.
Why it matters for B2B growth
This stage matters for B2B teams building sustainable organic acquisition.
Resources
SEOPress
A lightweight SEO plugin for WordPress websites.
WPForms
Most popular WordPress form builder — 1,300+ templates, drag-and-drop, and native CRM integrations for B2B lead capture.
Gravity Forms
Developer-grade WordPress form builder with conditional logic, calculations, and 40+ add-ons for complex B2B workflows.
Lead Forms & CRM — shortlist 02
Shortlist 02 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Rank Math
Feature-rich SEO plugin for WordPress with modular UI.
Fluent Forms
Lightweight WordPress form builder — more capable free version than WPForms with native FluentCRM integration.
Lead Forms & CRM — shortlist 03
Shortlist 03 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Forms & CRM — shortlist 04
Shortlist 04 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Ninja Forms
Modular WordPress form builder — unlimited free forms and submissions, with paid add-ons for specific integrations.
Contact Form 7
Original free WordPress contact form plugin — simple email notification forms with 5 million active installs.
Lead Forms & CRM — shortlist 05
Shortlist 05 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
HubSpot for WordPress
Free WordPress-to-HubSpot connector — automatic lead capture, contact tracking, and live chat with unlimited free contacts.
Lead Forms & CRM — shortlist 06
Shortlist 06 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
FluentCRM
Self-hosted WordPress CRM with email automation — flat annual licence, no per-contact fees, and native Fluent Forms integration.
Lead Forms & CRM — shortlist 07
Shortlist 07 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Groundhogg
Open-source self-hosted WordPress CRM with white-label support, SMS automation, and flat-rate agency pricing.
Lead Forms & CRM — shortlist 08
Shortlist 08 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Forms & CRM — shortlist 09
Shortlist 09 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
OptinMonster
Lead generation platform with exit-intent, A/B testing, and behaviour targeting — captures B2B leads from high-traffic content pages.
Lead Forms & CRM — shortlist 10
Shortlist 10 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Thrive Leads
WordPress-native lead generation with A/B testing and content upgrades — convert blog readers into B2B email leads.
Lead Forms & CRM — shortlist 11
Shortlist 11 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
LiveChat
Dedicated live chat with pre-chat lead capture, team inbox, and 200+ integrations for real-time B2B lead qualification.
Lead Forms & CRM — shortlist 12
Shortlist 12 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Tidio
Live chat and AI chatbot — Lyro handles 24/7 B2B lead qualification without requiring full-time chat staffing.
Jetpack CRM
WordPress-native CRM from Automattic — contact management, invoicing, and WooCommerce integration on your own server.
Lead Forms & CRM — shortlist 13
Shortlist 13 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
FunnelKit
WordPress sales funnel builder with WooCommerce checkout optimisation, order bumps, upsells, and email automation.
Lead Forms & CRM — shortlist 14
Shortlist 14 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Forms & CRM — shortlist 15
Shortlist 15 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Pipedrive
Sales-focused visual pipeline CRM for B2B sales teams — integrates with WordPress forms to create deals automatically.
Formidable Forms
Advanced WordPress form builder with data display — build pricing calculators and ROI tools as interactive lead capture.
Lead Forms & CRM — shortlist 16
Shortlist 16 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Hello Bar
Simple sticky notification bar and pop-up for B2B sites — email capture and offer promotion without platform complexity.
Lead Forms & CRM — shortlist 17
Shortlist 17 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Forms & CRM — shortlist 18
Shortlist 18 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Zoho CRM
Comprehensive cloud CRM at mid-market pricing — pipeline, lead scoring, and WordPress form integration via official plugin.
Convert Pro
Performance-focused WordPress lead generation from the Astra team — modular JS loading minimises Core Web Vitals impact.
Lead Forms & CRM — shortlist 19
Shortlist 19 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Lead Forms & CRM — shortlist 20
Shortlist 20 for Lead Forms & CRM: a B2B WordPress option with repeatable delivery, clear scope, and clean handoffs.
Sumo
Free lead capture and email list building — unlimited subscribers, pop-ups, and smart bar without OptinMonster pricing.