WooCommerce CRM review

If you own a WooCommerce site, over and above the benefits offered by the platform, a robust customer relationship management (CRM) system can add that much-needed edge to your business performance. While there are many feature-packed CRM software options to choose from in the market, a specialist CRM WordPress plugin like WooCommerce CRM that is geared to utilize the inherent assets of the WooCommerce platform could prove a more useful aide.

WooCommerce CRM is designed to work instantly with WooCommerce without the need to spend time importing orders or customer details. Existing customers as well as new ones get added automatically to the CRM database. Using a wide range of default fields, including location on Google Maps, you can capture all necessary data for each of your customers. And you can add more fields using the free Advanced Custom Fields plugin.

Once added, you can track the status of customer orders and even the items purchased by them directly from the customer profile page. You can even view their financial activity and analyze period-based details of individual customers. Or choose to create groups of customers based on criteria like total spending and order dates for deeper analysis. Exporting into a CSV file is also very convenient with the plugin. To keep track of the sales process, statuses can be assigned from the profile page individually or through the bulk action menu, ensuring that no lead is lost without being taken to conclusion.

Another major advantage of a strong CRM system is tracking of customer interaction. With this plugin, you can stay up-to-date with all email and call activity between your sales team and customers. Moreover, using the contact details stored in the system, you can send individual or bulk emails directly and even place calls through a service like Skype.

The plugin also includes MailChimp integration, WooCommerce Subscriptions integration and support for WPML and WordPress Multisite.

CRM features
  • add custom fields
  • customer groups
  • customer management
  • email marketing
  • lead/quote management
  • order management
  • phone call logging
  • user management
email integrations
  • MailChimp
other WordPress integrations
  • WooCommerce
  • WPML
other external integrations
  • Google Maps
misc. features
  • email autoresponder
  • email list support
  • multisite support
  • translation ready

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