If you run a WooCommerce store, then customer relationship management (CRM) is a crucial factor in ensuring the success of your business.
Therefore, today, I will discuss the benefits of CRM to online companies, plus I will be suggesting some of the very best WooCommerce CRM platforms currently available.
Ready to get started? Good. So, let’s begin.
The Benefits of Adding CRM to WooCommerce
While WooCommerce is a superb platform for selling products, it doesn’t include much in terms of CRM functionality to help you handle other aspects of your eCommerce business, such as managing customers.
CRM is essential to every business, and eCommerce is no exception. Having a robust CRM system can help:
- Generate and manage leads.
- Develop and maintain relationships with your customers, e.g., by staying in touch with them via mailshots, newsletters, etc.
- Improve customer service, e.g., by allowing them to contact you easily
- Monitor customer behavior, e.g., how often they visit your store, what they purchase, etc.
- Keep your WooCommerce customer records and WordPress users separate.
- Improve conversion rates, generate sales, and help customer retention.
However, CRM can be a rather time-consuming and labor-intensive process. What’s more, the effort required to do it scales proportionally with business growth.
Thankfully, there are several CRM solutions for WooCommerce available that can help automate the process and help you keep a close grip on things.
What To You Look for in a WooCommerce CRM
A good CRM solution for WooCommerce would typically include most of the following features:
- A means of capturing contact information, e.g., contact or registration forms
- Chat or messaging facilities to allow customers to contact you easily
- A customer contact database that can be easily customized and configured to fit your needs.
- Automatic syncing of orders, customer details, etc. between your CRM and WooCommerce store
- Customer segmentation rules to target customer groups based on their behavior
- Advertising management to help create and manage campaigns and track their effectiveness
- Configurable and customizable reporting, including activity logs for monitoring customer activity, e.g., abandoned carts, complaints, etc.
- Automations to help save time and resources, e.g., rules for targeted email campaigns, reminders for abandoned carts, etc.
- Easy integration with other plugins and software.
- A professional user interface, customizable to suit the specific needs of your business. The backend needs to be intuitive so that personnel can use it easily and efficiently. The front end should provide the best possible experience for customers.
Given that no two businesses are identical, you may not need all these features, or you may need others that are not listed. Therefore, it is essential to think about the specific needs of your business when choosing a CRM solution.
Who Should Use a WooCommerce CRM?
In a nutshell, any owner of a WooCommerce business should consider using a robust CRM solution. This is because without one, there is a danger that as the business scales, the CRM activities could become unmanageable and too disconnected from the sales side of the things.
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Suggested CRM Platforms
Now that you understand the importance of CRM to your webshop business, I will now talk you through some of the best WooCommerce CRM solutions currently available.
Having been designed purely for eCommerce, Metrilo has all the features you would expect to support your webshop. Therefore, you’ll have access to tools for email marketing, detailed analytics and reports, customer segmentation, and more.
One neat feature is each of your customers will have their own unique profile. This allows you to monitor and track customer activity in your store, data which can be helpful for segmentation purposes.
Metrilo is incredibly easy to set up and configure, thanks to an intuitive setup wizard. Therefore, your WooCommerce store will have CRM features in the shortest possible time.
To read a more in-depth overview of Metrilo, head over to WPLIft’s review of the solution.
Metrilo has three plans, Essential, Pro, and Premium. These cost $119, $199, and $299 per month, respectively. However, those prices reduce to $99, $165, and $245 per month if you can commit to an annual subscription up front.
Please note that only the Pro and Premium plans include CRM and retention analysis tools, while Premium is the only one that bundles email marketing.
A 14-day free trial of all plans is available, plus there is a 30-day refund policy on annual subscriptions
EngageBay is a freemium WooCommerce CRM solution especially created for small and medium eCommerce businesses. EngageBay has a great blend of marketing, sales, and support features to market, sell, and support efficiently.
EngageBay enables users to perform many tasks from a single user-friendly dashboard. You can track and report customer engagement and activity, send targeted email campaigns to segmented customer groups, carry out email sequences across multiple campaigns, create individual landing pages for your products, recover abandoned carts, and much more.
The premium plans offer deeper features and more marketing and sales tools such as two-way email integration, custom deal tracks, email marketing, marketing automation, social media scheduling and monitoring, and more.
EngageBay’s free plan is limited to 15 users and five hundred contacts and one thousand branded emails, it is sufficient for most small businesses, owing to its array of features. As your business scales, you can upgrade to the feature-rich premium plans that offer great value compared to many of EngageBay’s more expensive competitors.
EngageBay CRM is free for up to fifteen users and five hundred contacts and one thousand branded emails. Beyond that, an upgrade to one of the three premium plans is needed:
- Basic (1k contacts) – $11.99 per month
- Growth (10k contacts) – $39.99 per month
- Pro (unlimited contacts) – $79.99 per month
You can find more details plus a comparison of what each plan includes, on the EngageBay pricing page.
JetPack CRM, previously known as Zero BS CRM, has been around for some time now and is a popular option.
The core JetPack CRM plugin is free and includes comprehensive features to help manage your customers, all from within your WordPress dashboard. Therefore, expect to find lead generation and management tools (forms, emails, etc.), a customer portal, order management and tracking, integrations with a range of other plugins and platforms, advanced customer segmentation, plenty of customization options, and lots more.
Moreover, additional functionality and customization are possible thanks to a range of 30+ premium extensions. Using these, it is possible to add features such as targeted mail campaigns based on customer segments or a sales dashboard to track revenues and customer growth. However, one of these plugins, WooCommerce Connect, is essential as JetPack CRM won’t be able to talk to your WooCommerce without it.
Furthermore, the WooCommerce API permits the synchronization of multiple stores with your Jetpack CRM dashboard. That will enable you to track customer activity in all your webshops from one central place.
The core JetPack CRM plugin is free. However, as already mentioned, to use it with WoCommerce requires the WooCommerce Connect premium extension, which costs $49 per year, although the first year is currently available for free.
The price of other premium extensions ranges between $29 and $129 per year, and all come with a 14-day moneyback guarantee. Alternatively, bundles containing all extensions are available for $199 per year.
Next on my list of best WooCommerce CRM solutions is Groundhogg.
Groundhogg is designed purely for WordPress, with an emphasis on marketing automation to nurture customer relationships and increase sales. Therefore, it includes all the tools necessary to create effective sales funnels, send automated marketing emails, and analyze how everything is performing.
The core GroundHogg plugin is free. However, like JetPack CRM, you need to purchase an extension or invest in a premium plan to use it with WooCommerce (see below for pricing information.) Furthermore, like JetPack CRM, a range of other premium extensions permit an extra degree of customization.
Groundhogg includes plenty of CRM and contacts management tools, such as segmentation, CSV import and export, unlimited custom fields, etc. A funnel builder allows for the creation of simple and complex sales funnels, plus metrics allow you to see how those are performing. Extensive email marketing tools comprise plain text and drag and drop editors, broadcast emails, and more.
A range of premium extensions is available to extend Groundhogg’s functionality. These include SMS messaging, conditional logic, content restrictions, advanced email preferences, content restriction, and plenty more.
Documentation included with Groundhogg is detailed and plentiful. Furthermore, there is the Groundhogg Academy offering free structured online courses to help you get the most out of CRM and Groundhogg.
As already mentioned, the Groundhogg plugin is free on WordPress.org. Additionally, four premium plans are available:
- Basic – $240 per year
- Plus – $360 per year
- Pro – $480 per year
- Agency – $960 per year
To see the features each plan includes, click here.
To use the free version, Basic, or Pro, you must also purchase the WooCommerce integration extension. That costs $99 per year for one site, $159 for 2-5 sites, and $259 for unlimited domains.
The Pro and Agency plans include WooCommerce and many other integrations, plus lots of additional features.
Regarding other extensions, prices vary, and some even require you to install additional extensions to function. Therefore, it is advisable to look at the various plans to see what those include before purchasing individual extensions.
Incidentally, all purchases have a 14-day moneyback guarantee.
WP ERP is an open-source enterprise resource planning (ERP) system that includes accounting and human resource (HR) management tools in addition to CRM.
CRM-wise, WP ERP gives you the ability to create contact groups for segmentation purposes, add activity logs and notes to contacts, create detailed activity reports, send bulk targeted emails, assign tasks to your employees, and much more.
Being modular, you don’t need to use WP ERP’s HR management or accounting features if you don’t want to. However, having everything in one place can help streamline your business and keep things more manageable as it grows.
WP ERP is free, but as with several other free CRM solutions in this list, you will need to purchase an extension to use it with WooCommerce. A Pro plan is also available that includes several integrations such as MailChimp, Zendesk, and Gravity Forms, but sadly WooCommerce is not included.
The core WP ERP plugin is free on WordPress.org, while the Pro plan starts from $12.99 per month or $129.90 annually. The price increases with the number of employees accessing the system.
WooCommerce integration costs $5.99 per month. Other extensions cost between $2.49 and $9.49 per month. The price is fixed regardless of how many employees use the system.
WP ERP’s refund policy is 14-days.
HubSpot for WooCommerce
HubSpot for WooCommerce is unique in this list as not only is the HubSpot CRM free, but the WooCommerce plugin is free also. Therefore, you can easily combine the selling capabilities of your WooCommerce with the exceptional CRM features of HubSpot CRM, even if you have no budget at your disposal.
With this powerful combination at your fingertips, you will be able to automatically synchronize your WooCommerce users, products, and orders with the HubSpot CRM. Best of all, that synchronization is in real-time.
Other key features of HubSpot for WooCommerce include abandoned cart recovery, contact segmentation, detailed analytics and reporting, customer tracking, ad management, and more.
Adding more features is possible, too, thanks to several add-ons. These include live chat, ads, chatbots, and social media management. Many of these add-ons are free, although some are only included with the premium plans and bundles.
HubSpot for WooCommerce is free, as is the core HubSpot CRM that it integrates with. Additional features are available, including the CRM Suite. This costs $50 per month or $540 per year and includes all the free CRM tools plus many extras.
While most CRM solutions are hosted on the servers of the CRM provider, WP-CRM System stores everything in your WordPress. That brings three distinct advantages:
- You have complete control over data security
- There are no limitations on how many records can be stored
- You do not have any restrictions on the number of employees that can access the system
To use WP-CRM System with WooCommerce, you must either add the WooCommerce Connect extension to the free plugin or invest in either an ‘Enhanced’ or ‘Professional’ plan.
Both the free plugin and paid plans include most of the tools you would expect from a CRM solution, including contact management, contact import, and export, while the paid ones add integrations with things like Zapier, MailChimp, Ninja Forms, and ZenDesk.
Other handy features of WP-CRM System include automatic contact creation whenever a new customer makes a purchase and the creation of new orders directly from an existing contact.
The core WP-CRM plugin is available free on WordPress.org, although to use it with WooCommerce, you will need either:
- the WooCommerce Connect extension costing $29 per year for a single site, $49 for 2-5, and $89 for unlimited domains, or
- an Enhanced or Professional subscription costing $199 and $249 per year, respectively. The only difference between Enhanced and Professional is Enhanced covers one website, while Professional can be used on unlimited sites.
Unfortunately, no free trials or moneyback guarantees are available. There is, however, a free demo.
Agile CRM is a freemium WooCommerce CRM solution perfectly suited to smaller or medium-sized eCommerce businesses. Accordingly, it bundles all the features necessary to manage and engage customers effectively.
Agile CRM allows you to perform many tasks from a single intuitive dashboard. For example, you can track and report on customer activity, send targeted email campaigns to segmented customer groups, create individual landing pages for your products, recover abandoned carts, etc.
The paid plans broaden the toolbox to include additional marketing and sales tools such as two-way email integration, custom deal tracks, marketing automation, and social monitoring.
Although Agile CRM’s free plan is limited to ten users and one thousand contacts, it should be adequate for many small businesses, particularly given the it is well endowed with features. As your business scales, upgrading to the paid plans offers tremendous value compared to many of Agile CRM’s competitors.
As already mentioned, the core Agile CRM is free for up to ten users and one thousand contacts. Beyond that, an upgrade to one of the three premium plans is needed:
- Starter (10k contacts) – $14.99 per month
- Regular (50k contacts) – $49.99 per month
- Enterprise (unlimited contacts) – $79.99 per month
Generous discounts are available for commitments of one or two years. You can find details of these, plus a comparison of what each plan includes, on the Agile CRM pricing page.
Ending my list of best WooCommerce CRM solutions is Ninjodo.
Ninjodo is a premium-only CRM solution that can integrate with WooCommerce via a (paid) add-on. Like Agile CRM, it focuses primarily on smaller enterprises and entrepreneurs.
One of the key attractions of Ninjodo is its interface, which is not only refreshingly clean and simple but also highly intuitive. Therefore, operating this CRM easy and efficient.
CRM features are plentiful and include contact capture and management, automatic syncing of existing and current customer and order data between Ninjodo and WooCommerce, powerful automations, customer segmentation, up/cross-sell email sequences, automatic workflow triggers, etc.
Ninjodo costs from $79 per month or $780 per year for the CRM. The WooCommerce extension costs from $49 per month.
A 14-day free trial is also available.
What’s Your Favorite WooCommerce CRM?
While WooCommerce is an excellent platform for eCommerce businesses of all kinds, its main focus is on sales. Augmenting your WooCommerce site with a robust CRM solution will take your webshop to the next level, helping you provide a superior customer experience while making your business slicker, more efficient, and, accordingly, more profitable.
Are you already using CRM with your WooCommerce store? Is it one of those I have suggested above, or is it something different? In the comments below, I’d love to read which features of your CRM you love and which you are not so keen on.
If you’d like to learn more about CRM plugins that are not specifically for WooCommerce, please feel free check out the article “8 Best WordPress CRM Plugins in 2021.”