10 Best WooCommerce CRM Options for Efficient WordPress Stores

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.

And remember, your ultimate goal is to increase your store’s revenue. So be sure to download our free ebook, 10 Ways to Boost Your WooCommerce Product Page Conversions.

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, making it a great alternative to Shopify and other eCommerce platforms.

The Best WooCommerce CRM Solutions in 2021

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

1. 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.

Metrilo WooCommerce CRM plugin

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.

2. 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.

Agile CRM plugin

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.

3. 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.

Ninjodo

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.

4. 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.

WooCommerce Salesforce connector

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.

5. 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.

Sales Autopilot for WooCommerce

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.

6. 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.

WP ERP plugin

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.

7. 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 plugin

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.

8. 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.

ReadyCloud CRM

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!

9. HubSpot for WooCommerce

HubSpot for WooCommerce is a quick and easy way to connect HubSpot’s CRM with your WooCommerce store.

HubSpot for WooCommerce WordPress plugin

This means you can automatically sync your WooCommerce users, orders, and products to HubSpot’s CRM and take advantage of the many marketing and sales tools available on the platform.

Interesting the possibility to track cart abandonment from your store, segment contacts into email lists with smart rules to make your follow-ups stronger (learn more about cart abandonment emails).

The plugin comes with 7 ready-to-use ecommerce reports that help you make better decisions by analyzing your data, website traffic, market trends, customer behavior, and much more.

How Does This WooCommerce CRM Stand Out?

• Automatically sync real-time WooCommerce users, orders, and products in HubSpot’s CRM (unlimited users)
• You can create lists to better manage and organize your contacts, based on various criteria. The lists update automatically as new contacts are added to the system.
• Build advertising campaigns to reach your customers across the web
• Track and recover customers’ abandoned carts.
• Create insightful reports on your customers and orders to track your business growth.

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.

• MailChimp for WooCommerce
• WooCommerce + Drip
• ActiveCampaign WooCommerce Integration
• Aweber WooCommerce Integration
• GetResponse WooCommerce Integration

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. Btw. don’t forget plugins can have a big impact on website performance. We have an extensive guide with 17 tips on how to speed up WooCommerce.

Since a list of 12 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.

• 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.
• 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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