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.
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:
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.
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 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. In fact, we even did a full in-depth review of Zero BS CRM.
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:
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.
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. You can book a demo at any time to try out the software, but Metrilo is not the most affordable CRM on this list. The smallest package starts at $59 per month, and that gives you support for 10,000 visitors. The most expensive, enterprise version goes for $299 per month and allows for 180,000 monthly visitors.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 ten 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.
If you have any thoughts or questions about the best WooCommerce CRMs, let us know in the comments below!
Send this to a friend