E-commerce is increasing daily and new online stores are launching every day. Since WooCommerce is the most powerful and popular e-commerce platform, finding the best WooCommerce CRM platforms is very important.
Customer relationship management or CRM for short, is a system to manage a company’s interaction with its customers. By having a CRM system, you can have a better understanding of the customers and their needs. This information can help the business to improve rapidly.
In this article, we would like to introduce the best WooCommerce CRM platforms.
Agile CRM is one of the best and most popular CRM platforms amongst users. This platform has released a version specifically for WooCommerce that offers unique features that cover e-commerce marketing, services, sales, etc.
By using this software, business owners can easily manage their CRM. Besides, this platform comes with the ability to view user profiles.
The ability to send pop-up messages to users, allows you to create different campaigns for your customers. Besides, you can create special offers, discounts and send them notifications. Thus, there is no need to install any extra plugins.
As mentioned above, the Agile CRM software allows you to have a better understanding of your customers and what they want so you can create campaigns and provide better services to them.
The free version of this software is suitable for businesses with less than 10 customers. If you have more than 10 customers, you need to upgrade to the premium version and use its features without any limitations.
Furthermore, the developers of this company also developed and published the Google Chrome extension.
Zero BS CRM
Zero BS CRM is great due to its simplicity. The Zero BS CRM can be downloaded from the official WordPress website or directly from the WordPress Dashboard.
Once the plugin is installed, you need to configure it.
Set the configurations to your liking. When you are done, the plugin will be added to your WordPress dashboard and you can add customers to it.
The Zero BS CRM plugin comes with an activity log, tracking, customer section and etc. by purchasing the premium version, you get access to its great extensions as well.
Woo Sync, InvoicePro and Mail Campaigns are only a few of the extensions this plugin offers. InvoicePro can help you with invoice management and Woo Sync can help sync data from WooCommerce. With this plugin, you can import the data generated in WooCommerce straight to Zero BS CRM.
Mail Campaigns can be used to send emails to your customers. Besides, you can send a welcome email to them as well as product information.
WP ERP is another great plugin that made it to our best WooCommerce CRM platforms list. Other than CRM, it can support human resource, accounting, and planning.
This free plugin is suitable for both big and small companies. The CRM features it offers to companies are:
- This plugin is compatible with WooCommerce and you can easily manage WooCommerce orders and payments in the WP ERP plugin. Besides, it allows you to track your sales.
- In addition to adding new customers, you can categorize the customer’s list.
- You can access the customer’s profile and history.
- It supports more than 40 currencies.
- It saves CRM agents’ activity.
- It allows you to schedule a meeting or a phone call.
- It’s the perfect software to assign a specific duty to a specific agent.
This plugin offers great features for the HR team. For example, the payroll system, leave requests, salary increase, history, and announcements. Besides, each employee gets a dashboard where they can see their information.
In addition to the freely provided features this plugin offers, you can purchase extra features from their official website.
Metrilo is another great WooCommerce CRM platform that comes with tools to analyze the e-commerce market and campaigns.
With the help of this platform, you can track the behavior of the customers and get access to their profile and check their purchases.
Metrilo allows you to use filters to search for users. Besides, you can see messages or emails to different users. For example, you can identify users who haven’t been logging on for a while and send them emails or messages to get their attention.
In addition, you can check the live activity of users and monitor their behavior and send them an email if they didn’t finish their purchase process.
The free trial version is available only for 14 days. Companies should invest in purchasing the premium version which is offered in several different packages.
Ninjodo is yet another software in our best WooCommerce CRM platforms list. This is designed specifically to manage your customers, increase the number of sales and simplify the emailing process for small companies.
The trial version lasts only for 14 days and after that, you have to upgrade to either of their premium packages. Some of the key features of the Ninjodo platform are:
- The ability to sync customer’s information with their WooCommerce orders
- It comes with an app for mobile devices
- There are no extra and unnecessary features in this plugin, which makes it a simple and great CRM tool
- With this platform, you can automatically send customized messages to specific groups or users.
WordPress WooCommerce Salesforce Connector
WordPress WooCommerce Salesforce Connector is a premium WooCommerce plugin which can be purchased for only $199. This is a one-time purchase and you don’t have to pay for any extra features or subscription fee.
The Salesforce Connector for WordPress WooCommerce is a great plugin to transfer product and WooCommerce customers to CRM and acts as a connector between the Salesforce platform and WooCommerce.
This plugin uses cloud computing which is global networking so you can access the data, anytime, anywhere. B2B and B2C are other features this plugin offers.
Customers can also check their order status in the WooCommerce section.
Sales AutoPilot for WooCommerce
Sales AutoPilot is suitable for big and small companies. Once the plugin is installed and activated, a new tab will be added to the WooCommerce configuration known as Integration.
At first, this plugin was introduced to the market as an emailing plugin. But due to the features it offers, it slowly became one of the best CRM platforms.
Other key features of the Sales AutoPilot plugin are customer management, offering more services to customers and increasing the number of sales.
The free version of the Sales AutoPilot comes with all of its features. However, the number of emails you can send is limited to 400. To increase this number, you have to pay a fee.
One of the easiest CRM tools is WP-CRM System. This plugin is most suitable for small companies. It can create campaigns and transfer data very easily.
The ability to manage visitors gives the opportunity to find crucial information about your business.
In addition, this plugin gives you a report about how the business is doing. By saving all the information on the WordPress Dashboard, it allows you to see them whenever you choose to do so.
HubSpot All-In-One Marketing
HubSpot is one of the best plugins to send free marketing emails and manage customers. Some of the features this plugin offers include popup messages and live chat. By using the live chat feature customers can receive support in the fastest way possible.
You can choose one of the pre-designed email templates and send customized emails to your customers. Besides, whenever customers fill up a form on your website, they receive an automated email about it. HubSpot gives you the opportunity to interact with your customers.
To combine email services, marketing and sales you can use the ActiveCampaign CRM platform. With the help of this plugin, you can improve the relationship between you and the customers.
The advanced CRM system intergraded in this plugin gives you the chance to improve the number of sales. Besides, you can send automated emails with this platform.
The ActiveCampagin platform offers a lot of features to manage and increase the number of customers. This platform automatically saves the customer’s information and activity. This information can help you find better offers for each customer and increase the conversion rate.
WooCommerce Integrations with Email Platforms
Combining an email platform with a WooCommerce store gives you the ability to manage your store with a CRM platform.
By using this system, you can interact with your customers and get their feedback. In addition, it gives you the ability to send them an email after their initial registration.
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager is the next plugin on our best WooCommerce CRM platforms list. This plugin doesn’t come in free and you have to purchase the premium version which is $90.
With WooCommerce Customer Relationship Manager, you can save customer’s names, address, contact information, and their social media. Besides, this plugin supports Google Maps and allows you to track where your customers are coming from.
You can also categorize customers based on their status. For example, you can categorize selected users, blocked users, customers and etc.
In addition, it can send bulk marketing emails to customers and customers can add notes next to their order.
All of the interaction between you and the customer is also saved on the platform.
The ReadyCloud plugin is one of the best WooCommerce CRM platforms you can find in the e-commerce market. This platform offers customer management as well as managing activities and orders.
Send and returns can also be managed through this platform. Customer’s information can be stored in the panel and you can use them to send or return products.
There are many ways to send emails in ReadyCloud and you can use them to directly interact with your customers.
This platform also sends reports and analyses customer orders. To use its features, you have to pay $24 a month.
Other than the CRMs introduced above, there are many more out in the market that you can choose from. Nowadays, choosing a CRM platform is a must to manage customers and interact with them.