11 Best WooCommerce CRM Options for Efficient WordPress Stores

Category : WordPress
Posted on : Jul 16, 2018
Views : 2,257
By : Marcus J.

CRMs, or customer relationship management software, come in all shapes and sizes. Some are made for small businesses, while others handle millions of contacts for enormous companies.

Then, we have eCommerce CRMs, possibly the most important kind, considering the number of customers coming to the websites, purchasing products, and looking for support. Sure, a CRM like Salesforce or Pipedrive can technically work for all types of businesses. But what about a WooCommerce CRM that syncs data for customers, products, orders, and other items in WooCommerce?

If you’re using WooCommerce, or plan on taking the leap, it’s essential you have a way to communicate with and manage your customers on a professional level. And a WooCommerce CRM is the way to do it.

Why Do You Need a WooCommerce CRM?

The main reason you need a WooCommerce CRM is that you need that syncing between your regular CRM and the WooCommerce plugin. Otherwise, the customer’s information is captured in WooCommerce and not placed into the CRM.

Some of the WooCommerce CRMs we outline below are standalone products, while others are integrations for regular (non-WooCommerce) CRMs.

Regardless, here are some reasons you need that WooCommerce/CRM integration:

To see more powerful stats on each customer, like how much each customer brings in on average.
To email and provide support to customers.
To tag transactions.
To see exactly what specific customers order.
To separate customer records from WordPress users.
Lead management.

Overall, a WooCommerce CRM will bring most of the required information into one dashboard. You can run your online business through WooCommerce and allow the CRM to do what it’s made to do.

The Best WooCommerce CRM Solutions in 2019

Although we suggest viewing the full CRM reviews below, here’s a quick list of the recommended options if you’re in a hurry.

Zero BS CRM
Metrilo
Agile CRM
Ninjodo
Salesforce Connector for WordPress WooCommerce
WooCommerce Customer Relationship Manager
Sales AutoPilot for WooCommerce
WP ERP
WP-CRM System
ReadyCloud CRM
WooCommerce Integrations with Email Platforms

1. Zero BS CRM

Zero BS CRM is an economical and robust software made for WordPress and given out for free. The developers sell plenty of add-ons, but the basic CRM tool can be downloaded for free on the website. We like this for a few reasons. First, it gives entrepreneurs a chance to be savvy with customer relationships, and it’s also wonderful for keeping costs low.

The idea behind the Zero BS CRM is to keep things simple and effective. The developers state that they had tried dozens of CRMs, only to find that most of them are way too bloated and overcomplex (not to mention expensive). So, that’s why Zero BS CRM exists.

Zero BS CRM can be installed within seconds. While the base plugin is free, you’ll want to pick up the premium Woo Sync extension for $49.00. Then you might upgrade with some additional strong extensions such as the following:

MailChimp email marketing
Customer support tickets
Envato sales history
Bulk tagger based on transaction keywords
Google Contacts integration
Contact Form 7
Stripe
Gravity Forms
Many more

Each extension goes for a different rate, but it seems like the cheaper ones sell for $29 per year, while the most expensive one is listed at $129 per year.

Regardless, even someone who skips the extensions gets a nice collection of features for managing leads, sending quotes, and generating leads with lead forms.

How Does This WooCommerce CRM Stand Out?

Zero BS CRM is a free download with powerful CRM features.
Thanks to their amazing Woo Sync premium extension it syncs beautifully with WooCommerce and provides analytics.
You have the option to buy a package with the Zero BS CRM, multiple extensions, customer support, and access to its Slack community.
It’s a fully self-hosted, stand-alone CRM.
Connect to other services using the Zero BS CRM API.
It’s mobile-ready and has options for making mobile apps.
Some of the free features include the client portal, transactions, lead generation, invoices, quotes, customer management, B2B mode, a team CRM, and data tools.

2. Metrilo

Metrilo is one of the few CRMs that’s made just for WooCommerce. It’s designed to make your WooCommerce analytics run smoothly without any painful integrations. There are three separate plans that give access to different tools, each building on the previous one. There are no limits on users, traffic, data, or emails on any of the plans.

Essential Plan – includes ecommerce analytics and dashboard, product insights – $119 a month.
Pro Plan – Essential plan + customer database with individual profiles, retention analysis, activity live view – $199.
Premium Plan – Pro plan + email and customer feedback – $299.

The primary strongpoint with Metrilo is the combination of email marketing and the CRM. It’s basically a hub for managing and optimising all of your eCommerce marketing in one spot. Metrilo obviously integrates with WooCommerce, but you also have the option to connect it to Shopify or Magento.

How Does This WooCommerce CRM Stand Out?

Metrilo has support for WooCommerce and a few other eCommerce programs.
You can manage your customers, send emails, and check your analytics, all in one place.
The Metrilo CRM captures all visitors and allows for product interaction, cart abandonment, customer segmentation, and one-on-one emails.
The eCommerce email marketing module includes options for custom domains, automation, personalized emails, and segmentation.
The eCommerce analytics area has revenue analysis, product performance, retention analysis, preset sales funnels, and order statuses.

3. Agile CRM

Agile CRM can be integrated into any eCommerce platform or website, but it has a specific product for WooCommerce. The WooCommerce system includes tools for customer management, intelligent workflows, web engagement, and more.

The best news about Agile is that it’s one of the most powerful CRMs on the market, yet you can take it for a test drive for free. The company provides a free plan for up to 10 users, so technically a smaller organization could end up paying nothing if they don’t go over that mark.

After that, the pricing is still pretty affordable. The Starter package is listed as $8.99 per month, while the most popular option is $29.99. The CRM is broken into four segments: sales, marketing, service, and extras. So, you receive things like custom data fields and lead scoring in the sales program, email campaigns and a form builder in the marketing system, a helpdesk in the service portion, and over 50 plugins and integrations through the extras module.

How Does This WooCommerce CRM Stand Out?

Agile has a free pricing plan for up to 10 users.
Even the premium plans are affordable.
Agile brings together most of your marketing and CRM needs into one system. This includes sales, marketing, service, and extras.
The helpdesk is unique to Agile, and it allows for canned responses, groups, labels, and reports.
You get email and phone support with all plans.
The CRM integrates with apps like Google, Shopify, and Stripe.
Agile has a Chrome extension for making the process easier in your browser.
The marketing section is more powerful than most CRMs on this list, with an email template builder, landing page builder, marketing automation, and social media monitoring.

4. Ninjodo

Developed for small teams and entrepreneurs, Ninjodo offers a clean and focused CRM without any of the confusion or clutter or heftier programs. The software is designed to increase your sales, manage your contacts, simplify emails, and get you organized.

The company sells three pricing plans, the cheapest of which is $49 per month. A 14-day free trial lets you test the system, but after that, you’ll be activated for the Phase One plan, which supports up to 5,000 contacts and five users.

What’s intriguing about the Ninjodo plans is that they’re called Phase One, Phase Two, and Phase Three, in an attempt to show how your business should progress with Ninjodo. Therefore, it hopes that you reach a revenue goal of $100k with Phase One, $300k-500k in Phase Two, and over $1 million in Phase Three.

How Does This WooCommerce CRM Stand Out?

Every plan includes email templates, client engagement forms, and lead capture forms.
Ninjodo is known for its impressive how-to videos, live chat support, and step-by-step guides.
Ninjodo is by far one of the easiest CRMs for WooCommerce. It’s made to be modern and clean, not filled with thousands of features.
Automatically sync your customers and orders from WooCommerce. You can track the delivery workflows and see the orders in real-time.
Ninjodo also integrates well with Xero Accounting, Google Drive, and MondoTalk.
Manage your entire CRM from a mobile app. The app not only looks easily-digestible, but everything is shown on one page.

5. Salesforce Connector for WordPress WooCommerce

The Salesforce Connector for WooCommerce plugin sells for $199, and that’s a one-time fee. You can, however, signup for additional support periods, which increase your pricing. There’s even an installation fee if you’d rather not complete the process yourself.

The whole point of this WooCommerce CRM is to connect Salesforce to WooCommerce. At its most basic, the CRM syncs all WooCommerce products and customers with Salesforce. You can also go the opposite way, sending whatever Salesforce orders and products you have into WooCommerce.

All editions of Salesforce are supported by the plugin, so it doesn’t matter if you have Professional, Developer, Unlimited, or Enterprise. For the most part, this CRM seems to sync all of your items in real-time. It processes bulk data when needed, and you always have the option to disable real-time order synchronization if needed.

How Does This WooCommerce CRM Stand Out?

Customers rave about the support from the developer.
It creates a bridge between the most popular eCommerce WordPress plugin and the most popular CRM.
The synchronization of orders happens right at checkout.
The integration provides a chance to create targeted customer segments in Salesforce, all based on the data from WooCommerce.
The Salesforce Connector takes advantage of a cloud computing service, which activates a global network for your organization.

6. WooCommerce Customer Relationship Manager

WooCommerce Customer Relationship Manager sells on CodeCanyon for $49. It’s one of the only WooCommerce CRM plugins on the marketplace worth looking into. Although the customer support has been a complaint in the past, the average user should be able to figure out most problems without customer support.

That said, the WooCommerce Customer Relationship Manager plugin has standard CRM tools and a basic interface, especially for those accustomed to WordPress. Calls and emails are logged after communicated with customers, and you can send emails to customers in bulk or as individuals. This ties into groups, since you can also group them into static or dynamic groups.

The customer pages standout, since numerous fields are provided for keeping in touch with people. In addition, the Advanced Custom Fields plugin helps you add even more fields to your pages.

How Does This WooCommerce CRM Stand Out?

The integration with Advanced Custom Fields allows for an unlimited number of fields.
A Google Map is shown on every customer page.
Import and export large lists of customers, and see customer status to track the progress of your sales.
Most customers and orders never need to be imported, since the WooCommerce CRM database adds existing customers from WooCommerce.
The customer notes area looks like a modern, clean live chat module.
The plugin integrates with the WooCommerce Subscriptions extension. This way, you can create and view subscriptions.
Each customer page reveals which WooCommerce group the customer is in.

7. Sales AutoPilot for WooCommerce

Sales AutoPilot for WooCommerce is another situation where a standalone CRM has built-in technology for integrating with WooCommerce. Therefore, the combination makes sense if you’re already using Sales Autopilot, or if you’d like to choose a brand new CRM that’s definitely going to work with WooCommerce.

For a more advanced CRM, the $14 per month price isn’t all that bad. Of course, it all depends on your email list size. For instance, an email list of 750,000 costs at least $1,598. So, Sales AutoPilot supports all types of companies. It doesn’t matter if you’re running a large corporation or a small startup, Sales AutoPilot has something for you.

The main features include items like the CRM, eCommerce, a Helpdesk module, affiliate tracking, and basic email marketing. Landing pages are packaged in for beautiful pages that link from your ads. You can also opt for SMS marketing if you’d like to tap into customer cell phone numbers and text them certain promotions.

How Does This WooCommerce CRM Stand Out?

It has several marketing tools that you don’t see in other CRMs. Take SMS marketing and affiliate tracking, for instance.
Sales AutoPilot provides a tool for making membership sites with different access levels, a password reminder feature, and complete integration into your marketing system.
It provides an incredible range of pricing options, supporting both large and small businesses. This also ensures that you don’t end up paying too much or not getting the right features.
The WooCommerce integration only requires you to copy a code from Sales AutoPilot and place it into WooCommerce.
Sales AutoPilot includes a unique payment solution for collecting payments from your customers online. So, even non-eCommerce websites can take advantage of online sales.
Sales AutoPilot also integrates with some popular billing software.

8. WP ERP

WP ERP is a free plugin which combines both small and large enterprise with a CRM, HRM, and Accounting solution. It currently has over 7,000 active installs with an impressive 4.5 out of 5-star rating. Their WooCommerce premium integration costs $99.00. It enables you to sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales.

This WordPress CRM plugin is made up of different modules, one for their CRM functionality and other for the HRM and Accounting solutions. They don’t have any limits on anything, you can create as many entries as you want in all the modules.

How Does This WooCommerce CRM Stand Out?

Support for 44 currencies.
View all the orders and transaction done by WooCommerce from your CRM and Accounting module.
Automatically exports newly registered customers to the CRM contact list and Accounting customer list.
Create dynamic lists of customers by segmenting them based on more than 22 important filters. Save those list for sending emails and newsletters.
Allow your CRM agents to track WooCommerce orders.
Filter out customers who have purchased an exact, less than or more than an amount.
Allow your CRM agents to see the customer log from the contact’s profile that contains all the actions the customer has taken on your site.

9. WP-CRM System

WP-CRM System is a free WordPress CRM plugin that allows you to manage your customers, projects, and tasks with ease. It’s also available in Spanish, Russian, and Polish. You can connect it with WooCommerce with their premium WooCommerce Connect extension which is included in their $199 package.

WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your company access the data in the CRM.

How Does This WooCommerce CRM Stand Out?

Have all your customer’s order information at your fingertips.
The developer support on this CRM is amazing and a stand out in the WordPress community.
Easily view order history for each contact from within the contact’s record.
The WooCommerce Connect extension will automatically create a new contact in WP-CRM System when customers make a purchase if a customer by that name doesn’t already exist.
New organizations will also be created automatically if the customer enters a company name at checkout.
You can quickly create a new order from the contact’s record.

There are also premium extensions to further extend the CRM, such as email notifications, client area, Slack notifications, form integrations, Zendesk integration, custom fields, invoicing, and even syncing with your MailChimp list.

10. ReadyCloud CRM

ReadyCloud CRM is rocket fuel for customer loyalty and sales in today’s ecommerce world. A cross-channel ecommerce CRM solution, ReadyCloud features robust customer order timelines complete with shipping and return information, invoice and tracking numbers, notes, group calendar, tagging, email marketing integrations, detailed reporting, tasks and team management, shipping profitability reports, and so much more.

There are no plugins to install or bloat added to your website code. No updates to worry about. ReadyCloud WooCommerce CRM software communicates via API with your WooCommerce store, keeping your site fast and agile. It’s CRM for your WooCommerce world.

New features are being added every month! Start a two-week complimentary trial today with no credit card needed. The cost after the trial is $24 per user/month.

How Does This WooCommerce CRM Stand Out?

Detailed reporting that you won’t find in your WooCommerce dashboard.
No overhead on your WordPress site. All handled via the REST API.
Add multicarrier shipping and returns with the Premium ReadyShipper and ReadyReturns plugins.
It’s cross-channel, meaning it also connects to platforms like eBay and Amazon.
Has email integrations for MailChimp, Constant Contact, etc.
Create tasks, events, view contacts, take notes, and much more!

10. WooCommerce Email Integrations With Email Platforms

A lot of email marketing platforms have integrations that essentially can help turn your WooCommerce store into basic CRM. For those of you already using popular providers like MailChimp or Active Campaign, these make perfect sense. You can build your own eCommerce shop with WooCommerce, while still collecting and segmenting customer information through the email marketing software’s forms and automation.

Which WooCommerce CRM is Perfect for You?

The market for CRMs is a crowded one, but that doesn’t mean it should be confusing. Hopefully, with this list of WooCommerce CRM options, you can narrow down your search and discover the CRMs that are actually going to sync with WooCommerce and make your eCommerce business run more efficiently.

Since a list of 11 still leaves you with some decisions to make, we want to break down some situations where you might choose one WooCommerce CRM over the others.

Zero BS CRM or WP-CRM System – Best for overall value. They are simple, feature-filled, and free without extensions. Good fit for entrepreneurs.
Metrilo – A great choice if you want excellent email marketing with your CRM.
Agile CRM – Perfect for companies that want a free plan for up to 10 users. Small businesses should take a hard look at Agile CRM.
Ninjodo or WP ERP – Best for small businesses. They have beautiful interfaces.
Salesforce Connector for WordPress WooCommerce – Go with this if you plan on using, or are currently using, Salesforce as your CRM.
ReadyCloud CRM – Great if you’re wanting to offload the work from your WooCommerce site and take advantage of other cross-channel WooCommerce integrations.
WooCommerce Customer Relationship Manager – We like this plugin for those who want to only pay a small one-time payment while still getting a strong CRM.
Sales AutoPilot for WooCommerce – This WooCommerce CRM has the most flexible pricing plans. So, if you’d like to avoid paying too much money, but also want enough support and features, Sales Autopilot is worth looking into.

If you have any thoughts or questions about the best WooCommerce CRMs, let us know in the comments below!

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