Best CRM Software for WooCommerce Stores

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Last updated - March 23, 2018

Customer Relationship Management (CRM) is an essential aspect of any business. It plays an important role in attracting and retaining customers. In the eCommerce sector, it becomes more relevant as customer experience is different from the traditional perspective of brick and mortar stores. In the recent years, WooCommerce has clearly established itself as a leader in eCommerce platforms. Thankfully, there are quite a few solutions that will help you manage customer relationships here. You can read the details about the three best CRM solutions here. This article focuses on listing out all the best CRM tools you can try out on your WooCommerce store.

Best CRM Software for WooCommerce

Choosing a good WooCommerce CRM should help you in improving customer engagement considerably. Often you may find large volumes of data related to customers scattered around in your store. A good CRM solution should be able to make all that data used to improve the prospects of your store. In this article, we will also discuss how good CRM solutions achieve best results. But first, we will take a quick glance at some of the best CRM solutions available at the moment.

Metrilo

Metrilo is a comprehensive solution to help with your store’s marketing and analytics requirements. It helps you with a reliable CRM solution that guarantees best results, along with analytics insights and email marketing tools. You will be able to considerably improve customer engagement on your store during the free trial period itself. Also, Metrilo integrates seamlessly with WooCommerce using a free WordPress plugin. You can download the plugin here.

Metrilo is an exceptionally good CRM tool to intelligently utilize large volumes of data on your WooCommerce store.

After the trial period, you may need to opt in for one of their pricing plans. Plans start from $49 per month for a basic pack when paid annually.

Agile CRM

A comprehensive solution for all your marketing needs, Agile CRM is trusted by many big businesses. It helps you integrate your sales, marketing, and service together in one place, and the result is a well-coordinated system that ensures customer engagement. Agile CRM enables your marketing and sales workflow quite effectively with easy integration of multiple channels like email, social media, etc. The selection of landing page templates and email tracking options would make your job a lot easier when handling multiple campaigns together. You can get a free version for ten users, and after that, for each user, you will have to pay $14.99 monthly per user.

Agile CRM is a great solution that integrates your sales, marketing and service at one place.

Zero BS CRM

This is one of the best CRM solutions that you can use along with WooCommerce. It will help you find more opportunities to sell your products. Once you integrate this CRM solution into your WooCommerce store using the WooSync extension, it opens your store to great sales opportunities. You can easily identify repeat customers on your store and easily tag and filter them for targeted campaigns. In addition, you can very well analyze sales data in multiple ways. For example, you can compare sales volume of two months or a particular day of the week quite easily.

To get this one up and running, all you have to do is download their CRM plugin from WordPress directory. Then purchase a license of WooSync and you are good to go. You can purchase WooSync for $49.

WP-CRM

This is a great user management tool that would integrate smoothly with your WordPress site. All the data associated with your customers and site users will be stored in the WordPress user database. This would enable you to analyze user information of your WooCommerce store. In addition, it helps you with custom contact forms, where you can choose the fields to be included in the form. As a result, you can easily filter the user data for future use. Moreover, you can add extra information to each user such as company name. It also provides an option to export user data in a CSV file.

WooCommerce Customer Relationship Manager

You can easily add customer information to your WooCommerce store. When used with Advanced Custom Fields extension, you can add extra fields as per the requirement. Moreover, you can assign a status to each customer, and this way, you can design how you want to engage them specifically. The plugin allows the seamless import and export of customer data on your site. This can be really helpful to your sales and marketing team who often deal with customer data in bulk. Another advantage of the plugin is that it will add every user who makes a purchase on your store as a customer. It also facilitates an open communication channel between customers and you through email and calls.

This plugin integrates quite well with some of the popular plugins that you might be using in your store – ACF, subscriptions, MailChimp, etc. You can purchase this plugin for $49.

Active Campaign

This is another CRM solution that integrates effectively with WooCommerce. You can boost your sales and marketing process with this solution quite effectively. In fact, it creates a system that utilizes the merits of both automation and human analysis to full use. You can effectively use large volumes of data to enhance sales on your store. In addition, it has powerful search and filtering options to help you manage the customer data. Also, it helps you understand user behavior on your site so that you can target each one differently. It offers a seamless integration with your WooCommerce store through Zapier. ActiveWoo plugin also helps with its integration.

WordPress Leads

This is a free WordPress Plugin that helps you create sales leads from user activity on your store. By default, it has a form to collect data from users. However, you can easily integrate one of the other popular contact forms like Ninja Forms or Gravity Forms. The plugin helps you evaluate user behavior on your site so that you can make it to good use to improve your sales.

Features of the best CRM software

In the above list, you have seen some of the best CRM solutions that you can integrate with WooCommerce. Now, let’s look at some of the features that you may find in what we call the best CRM solution. These features may be applicable for your site in varying degrees, as every site has its unique requirements when it comes to handling customers.

The ability to create detailed customer profiles

A CRM solution works best when it has the ability to gather customer information on an extensive scale. In fact, that will give the power to store owners to approach the customer to influence future purchases. When you have detailed information about a customer, you get their contact details, purchase history, behavior on your site, where they came from, etc. As a result, you can tag this customer to a particular customer group and use the specific engagement mode.

Contact options

A good CRM solution should let you contact customers from the platform itself. You may need to integrate multiple communication channels with the CRM solution, such as email, phone or chat. This would be much easier than importing all the data to another tool that you use, for example, MailChimp. If your CRM solution itself has contact options, you might be able to make adjustments more readily.

Notifications

The ability to set up notifications and alerts for certain customer activities might be a good feature for a CRM solution. For example, if a customer reaches a high threshold in terms of spending, an alert might help you take notice instantly. A timely communication with an offer at that point might instantly elevate the experience of that customer in your store.

Workflow automation

A lot of good CRM solutions integrates so well and automates your workflow. This will help to boost productivity in your store immensely. More importantly, it will reflect the customer perception of your store as well. If you have segmented your store into different departments, directing newly added customer information to the relevant department would be great. Similarly, you can set up follow-ups for messages that were not responded to. This might be done within a reasonable gap of time and not in an aggressive manner. You may want to carefully analyze the interests of prospective buyers before venturing out to such strategies.

A good CRM solution should also help you keep all the communication that has been done with each customer (by different people of your team). If all the interactions with a particular customer are kept in one place, you can access them easily while planning the next campaign. This will also provide you with great perspective in evaluating the success of your campaigns.

The right mix of functionalities and pricing

Most CRM solutions will have a plethora of features that can be used at varying degrees depending on the requirements of the store. And often, particularly if you are a small business, you may not need all the solutions. In such a scenario, you need flexibility in the solution to help you choose only the options you want. Most CRM solutions that we discussed in this article has different pricing plans with varying features. If you don’t need all the advanced features, you have the freedom to choose a basic plan. And that would obviously cost you lesser as well.

Integration with other solutions

When you are running an eCommerce store, often you are relying on multiple tools and plugins to get your things done. These may include having separate solutions for email integration, bookkeeping, backups, POS integration, etc. Your CRM solution should be flexible enough to help you move data in and out of these solutions as required. If you are running a WooComerce store, you may want to look for Zapier integrations.

Intuitive customer service features

A good CRM solution should categorically improve your customer service as well. First of all, with its superior data gathering capacities, the CRM solution will enable you to know a lot about customers. And, if it does this right from the first point of contact itself, it would enable you a lot in all future interactions. Similarly, it should keep a log of all incidences and interactions with a specific customer. Furthermore, it should send acknowledgments every time you receive a query from a customer. And on top of all this, if it can integrate with a knowledge base solution, the results will be priceless. Your customers will be able to read similar issues reported before and solve the query by themselves. Try out WSDesk, a great solution to handle customer issues effectively on your site.

Performance assessment

A good CRM solution will give you clear indications on how your campaigns are going on. From the dashboard, you should be able to evaluate how a specific campaign is able to influence sales or revenue. Similarly, what customer groups are responding favorably to your different engagement efforts, and the like. In fact, this gives you the power to make adjustments in a timely fashion.

Moreover, you will be able to assess the performance of your team as well. How a support agent or sales representative is performing at a given period would give you a clearer perspective. A good CRM solution should offer visibility on individual employee’s goals and conversions. This would give you a good hold on implementing constant improvements in your store’s internal functioning.

Conclusion

How you treat your customer determines the success of your business. If you are running an online store using WooCommerce, you have a good number of customer relationship management solutions that you can integrate. The best CRM solution should be able to handle your customer information in a comprehensive manner. It should integrate various aspects of your site such as sales, marketing, and customer support to one place. Furthermore, a good CRM solution will have a certain amount of automation capability to ease your workflow. This article has listed some of the best CRM solutions for WooCommerce. And, you may have understood some of the standout features of a good CRM solution as well. Let us know if you have a suggestion or query related to this.