Having a business on WooCommerce? Does it get overwhelming sometimes? How about streamlining everything in one software? The WooCommerce CRM helps to manage everything under one roof.
If you’re using WooCommerce or planning to start, you’ll need a professional approach to communicate with and manage your consumers. And the way to do it is by using a WooCommerce CRM.
Let’s learn everything about the Best WooCommerce CRM Software that will help you to streamline your WooCommerce Business.
Key Takeaway :
The 13 Best WooCommerce CRM options for 2024 provide a variety of features to help streamline customer queries and management, making them essential for any Ecommerce Business. These CRMs are designed to seamlessly integrate with WooCommerce, offering tools to improve customer relationships, automate marketing efforts, and provide detailed analytics and reporting. Choose the best CRM Software that is suitable for your business to make your eCommerce store work more smoothly.
What is a WooCommerce Customer Relationship Management?
Woocommerce Customer Relationship Management (CRM): The ideal solution for managing existing and potential customers. It enables the administrator to integrate the sales agent in the store to manage the customer.
This will aid in increasing conversion rates and sales in the store. Furthermore, by viewing the data in a graphical style, the store owner may manage profit and sales.
Customer Service Software That Can help you Improve your customer service metrics
Your customers will love you for using Desku Inbox, Chatbot & live chat
Is the Helpdesk worth it for online stores?
Talking about the helpdesk software, Desku is one of the ideal software that helps e-commerce business to manage their customer in the best ways possible.
From working on customer queries to looking for customer retention, everything is possible through Desku.
The help desk software has some of the best features, let’s have a look at it.
📌It automatically syncs your WooCommerce Store
📌If you are using WooCommerce for the online store, customer management is much easier with the quick solving of tickets and queries.
📌Live chat feature for instant connecting with customers
📌Track down customer activities with your website
📌Automation and Macros
📌Email ticket management system
📌Affordable and does not burn holes in the pocket
📌Social inbox integration
and much more…
Looking for the best WooCommerce customer management system, look for Desku for better handling of customer queries under one roof.
But,
Let’s know how the Best WooCOmmerce CRM solutions help and for that, it is important to know the benefits of WooCommerce customer relationship manager.
Read More: What is a WooCommerce Support Ticket System? (How To Setup)
Benefits Of WooCommerce Customer Relationship Management
Improved Lead Generation with customer relationship management
Salespeople can create a comprehensive picture of their customers and sales prospects thanks to advanced data collection. BI integrations can track customer service and product browsing patterns, product preferences, and social media activity.
With automated marketing, frequent reminders, and information on new goods, salespeople can nurture their leads.
Assigning the right leads to the right salesperson is vital. Integration can automate this based on competencies, closing rates, or proximity for quick sales calls. Choose what suits your needs to improve your business.
WooCommerce CRM integration eliminates spreadsheets, notes, and siloed systems for smoother operations.
Recognize customers with Woocommerce customer relationship feature
Any business that nurtures customer relationships succeeds better. No aspect of client website behavior is left unrecorded thanks to the integration of Salesforce with WooCommerce.
The automatic intelligence-gathering capabilities of integration include corporate concerns, external relationships including social media interests, customer transactions, website behaviour, customer preferences, complaint history, login tracking, and consumer preferences.
Superior Communication
Integration enhances communication options, allowing sales professionals to connect with customers through mobile-friendly channels like phone, text, or email at their convenience.
Complete client profiles facilitate seamless communication. Moreover, integration improves interoffice communication among sales teams and managers.
Managers can mentor salespeople, monitor online and telephone interactions, and intervene when needed to ensure successful transactions.
Routine Task Automation
By handling repetitive tasks automatically, such as gathering data from various databases, monitoring customer behaviour, alerting staff when human intervention is required, and sending marketing messages based on customer profiles, seasonal buying patterns, and special occasions, automation can increase sales.
Gathering customer information, completing sales reports, and reviewing legal issues and contract conditions from prior transactions are additional typical activities.
Top 13 Best WooCommerce CRM Software To Consider
- Metrilo
- Agile CRM
- Ninjodo
- Salesforce
- Sales Autopilot
- WP ERP
- ReadyCloud
- Jetpack CRM
- Active Campaign
- Keap
- Drip
- Pipedrive
- Hubspot for Woocommerce
1) Metrilo
Metrilo is one of the few CRMs designed specifically for WooCommerce. It’s intended to make your WooCommerce analytics work smoothly without the need for time-consuming integrations.
Three distinct plans provide access to various tools, each expanding on the preceding one. On any of the plans, there are no restrictions on the number of users, traffic, data, or emails.
What Makes This WooCommerce CRM Unique?
- Metrilo works with WooCommerce and a few other eCommerce platforms.
- All of your customers can be managed, emails can be sent, and analytics can be viewed in one spot.
- All visitors are captured by the Metrilo CRM, which enables product engagement, cart abandonment, customer segmentation, and one-on-one mailings.
- Custom domains, automation, personalized emails, and segmentation are all available with the eCommerce email marketing module.
- Revenue data, product performance, retention analysis, predefined sales funnels, and order statuses are all available in the eCommerce analytics section.
2) Agile WooCommerce CRM
Agile WooCommerce CRM software can be incorporated into any eCommerce platform or website, however, also has a WordPress CRM-specific offering. Customer management, intelligent processes, web interaction, and other tools are included in the WordPress WooCommerce system.
The best part about Agile is that it is one of the most powerful CRMs on the market, yet you can try it for free. The company offers a free plan for up to ten users, so a smaller corporation may end up paying nothing if they don’t exceed that number.
What Makes This WooCommerce CRM Unique?
- Agile offers a free subscription for up to ten users.
- Even the premium plans are reasonably priced.
- Agile combines the majority of your marketing and CRM requirements into a single system. This includes sales, marketing, customer service, and add-ons.
- Agile’s helpdesk is unusual in that it supports canned responses, groups, labels, and reports.
- All options include email and phone support.
- The CRM works with programs such as Google, Shopify, and Stripe.
- Agile provides a Chrome extension to help you with the process in your browser.
- With an email template builder, landing page builder, marketing automation, and social media monitoring, the marketing section is more powerful than most CRMs on this list.
3) Ninjodo
Ninjodo, designed for small teams and entrepreneurs, provides a simple and focused CRM tool without the confusion or clutter of larger solutions. The software is intended to help you generate sales, manage contacts, simplify emails, and become organized.
The company offers three pricing levels, the most affordable of which is $49 per month. A 14-day free trial allows you to test the system before enrolling in the Phase One plan, which covers up to 5,000 contacts and five users.
What Makes This WooCommerce CRM Unique?
- Email templates, client interaction forms, and lead collection forms are all included in every package.
- Ninjodo is well-known for its excellent how-to videos, live chat help and step-by-step instructions.
- Ninjodo is by far one of the most user-friendly CRMs for WooCommerce. It is designed to be modern and uncluttered, rather than stuffed with thousands of functions.
- Sync your WooCommerce customers and orders automatically. You may monitor delivery workflows and view orders in real time.
- Ninjodo works well with Xero Accounting, Google Drive, and MondoTalk as well.
- A mobile app may manage your complete CRM. The app not only appears to be simple to use but everything is displayed on a single page.
4) Salesforce
The Salesforce Connector for WooCommerce CRM plugins costs $199, which is a one-time payment. However, you can join up for extended support periods, which raises your pricing. There’s even an installation cost if you don’t want to do it yourself.
The entire purpose of this WooCommerce CRM is to link Salesforce to WooCommerce. The CRM, at its most basic, syncs all WooCommerce products and customers with Salesforce. You may even go the other way and import any Salesforce orders and products into WooCommerce.
What Makes This WooCommerce CRM Unique?
- Customers are ecstatic about the developer’s assistance.
- It connects the most popular eCommerce free Woocommerce CRM plugin and the most popular CRM.
- Orders are synchronized right at the checkout.
- The integration allows you to create targeted customer segments in Salesforce using data from WooCommerce.
- The Salesforce Connector makes use of a cloud computing solution to activate a global network for your company.
5) Sales AutoPilot
Another example of a standalone CRM feature with built-in technology for integrating with WooCommerce is Sales AutoPilot for WooCommerce. As a result, the combination makes sense if you’re already using Sales Autopilot or if you want to select a whole new CRM that will undoubtedly operate with WooCommerce.
What Makes This WooCommerce CRM Unique?
- It has various marketing tools that are not seen in other CRMs. Consider SMS marketing and affiliate tracking.
- Sales AutoPilot includes a tool for creating membership sites with several levels of access, a password reminder feature, and a full connection with your marketing system.
- It offers a fantastic selection of price alternatives to both large and small organizations. This also ensures that you do not overpay or receive insufficient features.
- The WooCommerce integration is as simple as copying a code from Sales AutoPilot and pasting it into WooCommerce.
- Sales AutoPilot features a one-of-a-kind payment system for accepting payments from customers online. As a result, even non-eCommerce websites can benefit from online sales.
6) WP ERP
WP ERP is a free WooCommerce plugin also that includes a CRM system, HRM, and Accounting solution for small and large businesses. It presently has over 7,000 active installations and a 4.5-star rating.
Their premium WordPress plugin integration costs $99.00. It allows you to connect your sync your WooCommerce order details and customer data with WP ERP and track your sales with your CRM agent.
What Makes This WooCommerce CRM Unique?
- 44 currencies are supported.
- View all WooCommerce orders and transactions from your agile CRM and Accounting modules.
- Exports newly registered clients to the CRM contact list and the Accounting customer list automatically.
- Create dynamic customer lists by segmenting them using more than 22 critical filters. Save those lists for future email and newsletter distribution.
- Give your CRM agents the ability to track WooCommerce orders.
- Customers that have purchased an exact, less than, or greater than quantity should be excluded.
- Allow your CRM agents to view the customer log from the contact’s profile, which includes all of the customer’s actions on your site.
7) ReadyCloud
ReadyCloud Woocommerce CRM is a cloud-based CRM solution that helps WooCommerce merchants manage their customer relationships. It provides a central dashboard where merchants can view all of their customer data, including orders, shipping information, and notes.
ReadyCloud Woocommerce CRM also includes features for sending automated emails and SMS messages, creating tasks and projects, and tracking customer interactions.
What Makes This WooCommerce CRM Unique?
- It is specifically designed for WooCommerce merchants. This means that it integrates seamlessly with your WooCommerce store and makes it easy to manage your customer data and interactions.
- You can set up automated email and SMS messages to be sent to customers at specific points in the sales cycle, such as when they make a purchase, when their order ships, or when they abandon their cart.
- Improve customer communication and make the experience one-of-a-kind at your store is done through features like notes, shipping timeline, and more.
- It is affordable. There are several pricing plans available, so you can choose the one that best fits your needs.
8) Jetpack CRM
Jetpack Woocommerce CRM is a powerful tool that can help WooCommerce merchants improve their customer relationships and grow their businesses.
Jetpack Woocommerce CRM can help you increase sales by providing you with insights into your customers’ buying behaviour and helping you target your marketing efforts more effectively.
What Makes This WooCommerce CRM Unique?
- The Jetpack Woocommerce CRM also offers personalized marketing efforts, and customized extensions, and stays current with customer purchase data, among other benefits.
- It was designed specifically with WordPress and WooCommerce site owners in mind, equipping merchants with the tools they need to grow
- Jetpack CRM provides seamless integration with WooCommerce at no additional cost.
- It is designed to cater to the needs of entrepreneurs, offering a streamlined set of tools without imposing the need to buy unnecessary features.
9) Active Campaign
This integration allows users to segment email campaigns, personalize messaging to build relationships and brand loyalty, and sync customer purchase information.
The pre-built automation recipes also help in cross-selling and upselling revenue-driving activities and identifying which email campaigns are driving the most sales revenue.
What Makes This WooCommerce CRM Unique?
- Automate personalized experiences across all customer touchpoints by tracking buyer preferences, behaviour, and custom attributes.
- Customize your email sends based on almost any parameter, ensuring that your messages are always targeted to the right audience.
- Utilize data from the entire customer lifecycle to determine the optimal content, send time, and delivery channel for each individual customer.
- Effortlessly create fully customized campaigns and continuously improve your sending strategy in real-time based on customer behaviours.
- Deliver a personalized 1-1 experience to every customer, regardless of the size of your business.
10) Keap
Keap and WooCommerce have become essential tools for businesses looking to streamline their sales and marketing efforts. The Keap Integration for WooCommerce plugin enables businesses to easily sync their store’s customer data like contacts, orders, and products over Keap CRM.
This integration provides various benefits such as personalized marketing efforts, sales opportunities, tracking of customer buying patterns, and improved customer experience, which can increase customer lifetime value.
What Makes This WooCommerce CRM Unique?
- Keap WooCommerce CRM offers seamless integration with the WooCommerce platform, allowing you to effortlessly sync and manage customer data, orders, and transactions.
- The CRM provides tools and features to design, execute, and optimize campaigns according to your specific business needs.
- Keap WooCommerce CRM offers real-time analytics and reporting, providing valuable insights into campaign performance, customer behavior, and sales trends.
11) Drip
Drip Woocommerce CRM is a powerful e-commerce customer relationship management tool that helps businesses track customer interactions and grow their revenue. Its seamless integration with WooCommerce allows customers to subscribe to email campaigns and enables businesses to track conversions, sales, and lifetime value.
This CRM provides a range of features including automated workflows, purchase intent scoring, email personalization, and customer tracking.
The email designer feature enables businesses to create visually appealing emails and customize customer experiences. Drip also offers segmentation and personalization capabilities with automation workflows to streamline marketing campaigns.
What Makes This WooCommerce CRM Unique?
- It understands the unique needs and challenges of online retailers and provides tailored features to optimize e-commerce workflows.
- Drip empowers you to segment your audience based on a wide range of customer data, including purchase history, browsing behaviour, demographics, and more.
- Drip supports multichannel marketing campaigns, allowing you to engage with your customers across various channels, including email, SMS, social media, and more.
- It allows you to centralize your customer and order data, providing a unified view of your e-commerce operations within the CRM interface.
12) Pipedrive
Pipedrive Woocommerce CRM is a powerful customer relationship management tool that integrates seamlessly with WooCommerce. It helps businesses streamline their sales processes by providing them with a clear overview of their pipeline, enabling them to track deals and leads and manage their customer interactions more effectively.
With Pipedrive, businesses can create custom pipelines, track communication with customers, and automate their sales processes. It also offers powerful reporting and analytics features that enable businesses to track their progress and make data-driven decisions.
What Makes This WooCommerce CRM Unique?
- Pipedrive offers a wide range of features that can help you manage your customer relationships, including contact management, email marketing, marketing automation, and reporting.
- It is integrated with WooCommerce which means that all of your customer data is stored in one place, making it easy to track and manage customer interactions.
- You can create tasks and projects to keep track of your team’s work and ensure that customer projects are completed on time.
13) Hubspot
HubSpot is a popular CRM solution that integrates seamlessly with WooCommerce. It offers a range of features to help businesses automate their marketing, sales, and customer service processes. With HubSpot, businesses can create personalized email campaigns, track customer interactions, and segment their audience based on various criteria.
The platform also allows for easy collaboration between teams, making it easier to share information and work towards common goals. Additionally, HubSpot provides detailed analytics and reporting tools, enabling businesses to track their performance and optimize their strategies for better results.
What Makes This WooCommerce CRM Unique?
- The integration allows seamless synchronization of orders and customer data between HubSpot and WooCommerce.
- Create, test, send, and track promo codes to specific customers using the integration.
- Utilize customer and order data to segment and engage with cart abandoners effectively.
- Set up automated actions triggered by customer actions, status changes, or field value updates.
Conclusion: Choose the best WooCommerce CRM options
The WooCommerce CRM is an important part of any Ecommerce Business as it helps to streamline customer queries to every management.
With this list of WooCommerce CRM choices, you should be able to narrow down your search and find the CRMs that will truly sync with WooCommerce and make your eCommerce store work more smoothly.
Choose the best CRM Software that is suitable for your business.