9 Best WooCommerce CRM Solutions: Take Your Business to the Next Level

9 Best WooCommerce CRM Solutions

In this article, you will learn about the 9 Best WooCommerce CRM Solutions:

 1. HubSpot

 2. WP-CRM System

 3. Metrilo

 4. Ninjodo

 5. Agile

 6. Jetpack

 7. WP ERP

 8. EngageBay

 9. Groundhogg

WooCommerce is the go-to platform for eCommerce store owners. Its extensive features and intuitive interface make it a strong contender among other Customer Relationship Management systems to run your business. However, with so many features packed into the plugin, it cannot be easy to pick which is best for your business. In this article, we’ll break down 9 of the best WooCommerce CRM solutions and help you find one that will fit your needs perfectly. We’ve covered whether you’re new to online selling or have been using WordPress for years. WooCommerce solutions are available for all levels of shop owners, from beginners to advanced users.

What You Should Include in a Good WooCommerce CRM

  • Chat or messaging facilities to allow customers to contact you easily 
  • Customer insights tracking to improve the way you do business
  • Website analytics for better site management
  • Article marketing for great customer acquisition
  • Real-time customer service chat facilities within the plugin
  • Multi-language support for global communication and support
  • Automatic social media posting and commenting through the application 
  • Automated customer contact form submission to your email 
  • A robust eCommerce platform that can handle multiple types of orders, including digital downloads, affiliate products, marketplace items, and more 
  • Reporting tools to provide you with the best statistical data to make informed business decisions 
  • Event-based marketing campaigns that you can run on your website 
  • 24/7 support for installation, training, and troubleshooting 
  • Add-on features for mobile shopping apps, such as barcode scanner and QR code reader 
  • Customer loyalty system to reward your most loyal customers 
  • Cross-selling recommendation engine to suggest products based on customer preferences 
  • Wish list option that would allow customers to save products they’re interested in but didn’t purchase immediately, driving more sales and keeping them engaged with your store and products longer 

9 Best WooCommerce CRM Solutions

  •  HubSpot for WooCommerce


Hubspot Customer Relationship Management System for WooCommerce


HubSpot for WooCommerce is a Customer Relationship Management system for your eCommerce store that includes marketing, analytics, and sales tools. You’ll see orders and customer behavior in one place, which is especially useful if you work with multiple merchants on the same site. The detailed reporting and data insights HubSpot provides for WooCommerce will help you improve your store’s KPIs, increase revenue, and achieve growth. Customization is also a vital feature of this plugin. With HubSpot for WooCommerce, you can easily create multiple product variants and adjust their layouts. The cart recovery tools help increase conversions and reduce cart abandonment, too.

  • WP-CRM System

WP-CRM Customer Relationship Management System for WooCommerce

WP-CRM is unique because it’s one of the few WooCommerce plugins that doesn’t require you to upload and update data manually. Freelancers or small businesses with significant service demand can use it to manage and grow their businesses. The enterprise reporting feature of this plugin helps you track key metrics from sales and marketing to recruitment. It is easy to set up and use, so it’s one of the best options for newbies. It can be a quick and cost-effective option to jump right into the world of Customer Relationship Management systems. The plugin also has extensive customization options, including contact and interaction management tools and complete transaction history. 

  •  Metrilo

Metrilo Customer Relationship Management System for WooCommerce

Metrilo‘s goal is to help store owners make more money with eCommerce. It has a robust integration with financial and analytics tools, like Google Analytics and ChartMogul. The free version of this plugin is packed with valuable features, including marketing automation, product recommendations, and a customer success module called Upsells. You can create workflows to automate your sales funnel and everything from lead generation to new customer onboarding. Metrilo works seamlessly with popular eCommerce platforms like Shopify, WooCommerce, and Magento. Installing and integrating into your website in less than 15 minutes is also straightforward. Metrilo is designed solely for eCommerce and can help collect data on your customers’ shopping habits.

  •  Ninjodo

Ninjodo Customer Relationship Management System for WooCommerce


Ninjodo is a robust WooCommerce Customer Relationship Management system that helps you manage clients, sales, and marketing activities. You’ll be able to connect the products in your store with all the information you need on a client’s details, like their name, email address, phone number, and more. The Customer Relationship Management tools will help you define buyer profiles and nurture customers through your sales funnel. In addition to managing client data, the plugin offers detailed analytics reports on revenue, conversion rates, and even sales funnels. The affiliate program feature helps you track your returns on affiliate programs associated with your store with WooCommerce. Upsell and cross-sell email campaigns will allow you to send customized messages to your customers automatically. WooCommerce solutions are some of the most accessible plugins to install and configure, so you don’t need special coding knowledge.

  •  Agile CRM

Agile CRM Customer Relationship Management System for WooCommerce


Agile is a highly customizable solution that can be a good fit for small and enterprise-level businesses. Elegant deals with sales, marketing, service, and staff management. You can use it to enable notifications via email or SMS, track and analyze activity, perform lead generation, and nurture your leads through various sales pipeline stages. The data you collect will help you visualize the sales funnel and gain better insight into your customers. Campaign management tools allow you to create email campaigns, send personalized emails to your customers and track the number of clicks and opens. The dashboard will help you manage your sales, marketing, and customer service teams. Order tracking and real-time notifications will help you meet your company’s sales goals.

  •  Jetpack CRM

Jetpack Customer Relationship Management System for WooCommerce


Jetpack CRM is easy to use and provides a dashboard to keep track of your data. You can create custom forms that collect specific information from your contacts and use the drag-and-drop feature for data input. Jetpack also works with other plugins and integrates with the Shopify, WooCommerce, and WordPress apps. WordPress and other content management systems (CMS) will allow you to connect with the data you collect. Customer Relationship Management tools like customer analytics and support tools can help you track and manage customer data. The setup wizards will guide you through building your CRM, and the live chat feature will help you respond to customer inquiries more quickly. WooCommerce Connector will help you connect your WooCommerce store to your Customer Relationship Management. Targeted mail campaigns will allow you to send marketing messages to specific groups of customers. WooCommerce Connect premium extension will provide additional integration with your site’s products. 

  •  WP ERP

WP ERP Customer Relationship Management System for WooCommerce


WP ERP helps business owners keep track of their inventory with an easy-to-use inventory management tool and allows them to see their customers, products, and orders in one place. WordPress dashboard customization options allow you to create custom product listings, and the order management tool is easy to use. The cart recovery tools will help you upsell your best-selling products and increase sales. You can also use the contact management feature to send personalized emails to each customer. You can store Customer information in a relational database, and the report generator provides real-time analytical data.

 The lead generation feature will help you track the contact information of your website visitors, and the social media integration tool will help you connect with your audience on popular social networks. Segmentation tools allow you to target your audience based on their interests and needs. The support feature will also help you respond to customer inquiries and complaints.

  •  EngageBay

EngageBay Customer Relationship Management System for WooCommerce


EngageBay can help you manage your clients, sales, marketing, and service activities. You can create lead generation campaigns with actions like open, purchase, submit, and unsubscribe. The contact management feature allows you to easily track the email address of your clients and their interactions with your store. The user-friendly dashboard will help you quickly manage users, create campaigns, and access data reports. You can set custom fields for each contact and store the information in a relational database. The social network integration tool will let you connect with your audience on Facebook, Twitter, Google+, LinkedIn, and Instagram. You can create individual landing pages for each contact and send automated follow-up emails at specific intervals. A free plan is offered for 15 users, five hundred contacts, and thousands of branded emails. You can upgrade to the paid version for additional features. You must upgrade to the premium subscription to customize and manage specific workflows.

  •  Groundhogg

Groundhogg Customer Relationship Management System for WooCommerce


Groundhogg is an affiliate program manager in the form of a WordPress plugin. It helps you create e-newsletters for lead generation and sales leads, and email templates for various actions. The pricing options are based on the number of email addresses you have to send emails to. You can create campaigns, track the number of impressions, clicks, opens, and sales, and send personalized messages to your followers. Several post plugins come with Groundhog, allowing you to track visitors by time, country, or other criteria. The core plugin is free for one use. However, one must pay for more than that. It is the best way to integrate your salesforce into the Facebook Page. Premium extensions are available for WordPress, Joomla, Magento, PrestaShop, and Opencart. 

Conclusion 9 Best WooCommerce CRM Solutions: Take Your Business to the Next Level

Contact management tools will help you manage your customers based on notes and events. The lead management tool allows you to track the contact information of your website visitors. It integrates with WordPress content management systems and other popular e-commerce platforms. Content restrictions will allow you to customize which parts of your website visitors’ content can be seen. Conditional logic will allow showing or hiding content based on specific criteria.

E-commerce marketing and sales automation tools can help you handle the most critical business aspects. Work with them, learn how they work, and customize them to fit your needs. If these technologies are new, learn basic features such as landing pages and lead tracking. After some time, choose the best tool for your business model and needs. Customize it to fit your company’s goals, and then continue mastering the tool’s features so you can take full advantage of what it has to offer. WooCommerce solutions will exceed your expectations and allow you to attract visitors and convert them into customers. Check the latest features, add-ons, and extensions in our WooCommerce review. WooCommerce solutions are available for all levels of shop owners, from beginners to advanced users. For more information, please consult our experts and look at the demo sites we have created.

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