CRMs, or customer relationship management software, come in various shapes and sizes. While some are suitable for small businesses, others are designed to handle the overwhelming number of contacts and transactions of larger companies. However, when it comes to eCommerce CRMs, there is one type that stands out for its significance – the WooCommerce CRM. It is tailored to sync data for customers, products, orders, and other essential components specific to the WooCommerce platform.
If you’re already using WooCommerce or planning to make the switch, having a WooCommerce CRM is essential for effective communication and management of your customers on a professional level. The ultimate goal, of course, is to boost your store’s revenue. To kickstart your journey, we recommend downloading our free ebook, “10 Ways to Boost Your WooCommerce Product Page Conversions.”
Why Do You Need a WooCommerce CRM?
The main reason you need a WooCommerce CRM is to ensure seamless syncing between your regular CRM and the WooCommerce plugin. Without this integration, customer information collected within WooCommerce will not be reflected in your CRM. Here are some key reasons why you need this WooCommerce/CRM integration:
- Gain powerful insights into each customer, including their average spend.
- Effectively communicate with and provide support to your customers.
- Categorize and track transactions.
- Analyze detailed information on specific customer orders.
- Separate customer records from WordPress users.
- Efficiently manage leads.
Overall, a WooCommerce CRM consolidates the information you need into a single dashboard. It allows you to run your online business through WooCommerce while leveraging the CRM’s capabilities. This makes it an excellent alternative to other eCommerce platforms, including Shopify.
The Best WooCommerce CRM Solutions in 2023
To help you navigate the wide selection of WooCommerce CRM options, we have compiled a list of recommended solutions. While we encourage you to explore the full CRM reviews below, here is a quick overview:
Metrilo is a dedicated WooCommerce CRM that offers seamless analytics without the need for complicated integrations. With three different plans offering various tools, Metrilo allows unlimited users, traffic, data, and emails. It excels in integrating email marketing and CRM functionalities, making it an all-in-one hub for your eCommerce marketing needs.
Metrilo WooCommerce CRM plugin
2. Agile CRM
Agile CRM can integrate with any eCommerce platform or website, including a specific product for WooCommerce. This powerful CRM provides tools for customer management, intelligent workflows, web engagement, and more. Additionally, Agile offers a free plan for up to 10 users, making it an affordable option for smaller organizations.
Agile CRM plugin
Ninjodo is designed for small teams and entrepreneurs, offering a user-friendly CRM solution without unnecessary complexity. It aims to boost sales, simplify email management, and help you stay organized. The three pricing plans offered by Ninjodo guide you through different phases of business growth, ensuring you have the tools you need at each stage.
4. Salesforce Connector for WordPress WooCommerce
The Salesforce Connector for WordPress WooCommerce plugin establishes a connection between Salesforce and WooCommerce. This CRM synchronizes all WooCommerce products and customers with Salesforce, allowing you to access detailed customer information directly within Salesforce. It also supports real-time order synchronization during checkout.
WooCommerce Salesforce connector
5. Sales AutoPilot for WooCommerce
Sales AutoPilot for WooCommerce is a standalone CRM with built-in integration for WooCommerce. This CRM offers advanced marketing tools like SMS marketing and affiliate tracking, making it a unique option for businesses of all sizes. With flexible pricing plans, Sales AutoPilot caters to your specific needs, ensuring you have the right level of support and features.
Sales Autopilot for WooCommerce
6. WP ERP
WP ERP is a free plugin that combines CRM, HRM, and accounting solutions for both small and large enterprises. With the WooCommerce premium integration, you can sync order details and customer data with WP ERP, enabling your CRM agent to track sales seamlessly.
WP ERP plugin
7. WP-CRM System
WP-CRM System is a free WordPress CRM plugin that simplifies customer, project, and task management. By connecting it with WooCommerce through the premium WooCommerce Connect extension, you gain access to all order information within the CRM. WP-CRM System also offers an array of premium extensions to further expand its capabilities.
WP-CRM System plugin
8. ReadyCloud CRM
ReadyCloud CRM is a comprehensive customer loyalty and sales solution for modern eCommerce. This cross-channel CRM provides detailed order timelines, shipping information, invoice management, email marketing integrations, reporting, and more. With ReadyCloud, you can streamline your WooCommerce operations and leverage powerful reporting tools.
9. HubSpot for WooCommerce
HubSpot for WooCommerce enables seamless integration between HubSpot’s CRM and your WooCommerce store. By syncing WooCommerce users, orders, and products to HubSpot’s CRM, you can take advantage of HubSpot’s marketing and sales tools. Features include cart abandonment tracking, contact segmentation, and insightful reports that help you make better business decisions.
HubSpot for WooCommerce WordPress plugin
10. WooCommerce Email Integrations With Email Platforms
If you already use popular email marketing platforms such as MailChimp, Drip, ActiveCampaign, Aweber, or GetResponse, these integrations can transform your WooCommerce store into a basic CRM. You can manage and segment customer information through these email marketing software’s forms and automation while maintaining your WooCommerce shop.
Choosing the perfect WooCommerce CRM depends on your specific requirements. Some notable solutions include Metrilo for exceptional email marketing, Agile CRM for its free plan, Ninjodo and WP ERP for small businesses, Salesforce Connector for WordPress WooCommerce for Salesforce users, ReadyCloud CRM for cross-channel integrations, Sales AutoPilot for WooCommerce for flexible pricing plans, and HubSpot for WooCommerce for seamless integration with HubSpot’s CRM.
If you have any questions or need further assistance in selecting the ideal WooCommerce CRM, feel free to ask in the comments below!
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