Are you in search of the perfect WooCommerce CRM solution?
WooCommerce functions as a robust platform for running online stores successfully.
However, it may not fully meet the needs of efficiently storing customer data, enhancing customer interactions, and strategically retargeting your audience for business growth.
This is where the integration of a WooCommerce CRM solution becomes crucial.
With the right CRM integrated into your WooCommerce store, you can track customer behavior, purchases, interactions, and more.
Based on customer data, you can offer a personalized shopping experience, fostering exponential growth for your business.
In this blog, we’ll share the top 6 WooCommerce CRM solutions and help you decide the best to choose from.
Further, we’ll also share seven use cases you can implement using a CRM to achieve maximum success.
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A WooCommerce CRM is a plugin designed to elevate customer relationship management to a strategic and automated level.
With the right WooCommerce CRM tool, you can:
In short, a WooCommerce CRM solution provides complete control over how you communicate with your audience, offering a powerful toolset to enhance customer interactions and marketing strategies.
If you’re still wondering whether you need a WooCommerce CRM solution for your business, move to the next section.
According to Finances Online, a CRM solution can help to achieve an 87% increase in sales, a 74% rise in customer satisfaction, and a 73% improvement in overall business efficiency.
Here are some of the ways a WooCommerce CRM solution can help your business grow:
With a WooCommerce CRM, you obtain centralized and organized customer data such as contact details, purchase history, and preferences.
Having all the information in one centralized place can lead to streamlined and efficient management.
As you gain access to all customer data, you can utilize customer insights to tailor marketing campaigns.
This will ensure relevance and increase the effectiveness of promotional efforts.
Track leads, monitor sales, and analyze revenue data to identify opportunities to increase sales in your business.
You can utilize opportunities by offering the right product recommendations to optimize the sales process and boost sales effectively.
You can implement automation to streamline repetitive tasks such as order confirmation, shipment tracking, review collection, etc.
This saves time and ensures consistency in customer interactions and data handling.
You can eliminate guesswork and make data-driven decisions by analyzing customer data.
This allows you to make informed choices in business strategies, product offerings, and marketing initiatives, improving overall decision-making processes.
These are many benefits you can achieve if you integrate CRM with WooCommerce.
While it’s true that a good CRM can help you grow your overall business, you need to keep certain things in mind when choosing a CRM.
Here are some things you need to look for in a WooCommerce CRM:
Look for features you may need for your specific business along with the things we included in our list.
In this section, we've curated a list of the top 6 WooCommerce solutions, showcasing key features and prices to help you make an informed decision.
FunnelKit Automations is an all-in-one WooCommerce CRM plugin that empowers you to store and manage your contacts right from the WordPress dashboard.
Moreover, you can automate customer communication based on their behaviors on the site.
You can set up automated campaigns, send targeted email/SMS broadcasts, track shopping carts, view in-depth contact profiles, and more.
The best part is you can save unlimited contacts and send unlimited emails without paying any extra cost.
Let’s check the key features of FunnelKit Automations.
Does FunnelKit Automations meet the criteria of an ideal WooCommerce CRM?
Yes, FunnelKit Automations meets all the requirements for an ideal WooCommerce CRM. The best part is you get everything at an affordable price with unlimited contacts. On top of that, you can manage everything right from the WordPress dashboard.
Jetpack CRM is a simple yet impactful WooCommerce CRM that helps you grow your business by nurturing your leads.
It is a fully-packed CRM for WordPress and WooCommerce that takes care of invoice management, client management, lead generation, payment management, etc.
Let’s check the key features of Jetpack CRM.
Does Jetpack CRM meet the criteria of an ideal WooCommerce CRM?
If we specifically discuss Jetpack CRM for a CRM for WooCommerce, it is not ideal because it does not meet the requirements of a good CRM. However, if you’re looking for a CRM that focuses on transactions and invoices, you can consider it.
Hubspot for WooCommerce lets you integrate the power of HubSpot with WooCommerce.
With this tool, you can nurture leads and automate customer communication to grow your business. You also get detailed analytics to keep track of your growth.
Let’s check the key features of HubSpot for WooCommerce.
Does HubSpot for WooCommerce meet the criteria of an ideal WooCommerce CRM?
HubSpot CRM is a solid choice for CRM purposes.
However, it may not be the optimal solution for your WooCommerce store due to its lack of essential features like dynamic coupon creation and the inability to insert WooCommerce products and relevant dynamic information in your emails.
Besides, the pricing might also be a little expensive, considering it only includes 1,000 contacts.
Drip is a marketing automation platform designed to assist WooCommerce stores in fostering repeat purchases and building brand loyalty.
It helps you sync all your WooCommerce data with Drip and automate marketing campaigns across email, onsite, and social media channels.
Please note you will need Drip CRM to utilize all the features.
Here are some of the notable features:
Does Drip for WooCommerce meet the criteria of an ideal WooCommerce CRM?
The Drip CRM is a good choice for eCommerce platforms; however, when it comes to WooCommerce, it might not be the best option.
The reason is that you can't fully utilize email marketing since its email builder lacks the ability to input dynamic WooCommerce products.
Furthermore, you have to manage everything from the Drip CRM, which necessitates a lot of back-and-forth between your WordPress site and the CRM. It also has a contact limit, so your expenses will increase as your customer base grows.
The ActiveCampaign WordPress plugin facilitates the seamless integration of ActiveCampaign with WooCommerce.
With this integration, you can synchronize customer data, monitor website interactions, and create personalized email marketing campaigns that leverage customer behavior and purchase history within the WordPress and WooCommerce environments.
Here are some of the notable features:
Does Drip for WooCommerce meet the criteria of an ideal WooCommerce CRM?
ActiveCampaign is a good choice for small businesses looking for a WooCommerce business.
However, you need to keep in mind that promoting your products via email marketing would require a lot of manual work as it doesn’t have an inbuilt WooCommerce product element.
Besides, we don’t recommend it for big businesses with large customer bases.
WP ERP is a full-fledged Enterprise Resource Planning (ERP) system with three modules: HR, CRM, and Accounting.
You can use this plugin as your WooCommerce CRM solution as it has enough features to build long-lasting relationships with customers with built-in contact management and email communication.
Here are the key features of WP ERP:
Does WP-ERP for WooCommerce meet the criteria of an Ideal WooCommerce CRM?
No, WP—ERP isn’t the ideal option if you want to find a dedicated WooCommerce CRM.
However, if you are looking for an ERP with good WooCommerce integration, you can choose WP-ERP.
These were all the best available WooCommerce CRM plugins with their main features.
Out of all the plugins listed above, our experts found FunnelKit Automations to fit the CRM requirements.
Some of the reasons we think it’s the best WooCommerce CRM plugin include:
The best part about this WooCommerce CRM is that you can set up any kind of email/SMS marketing campaign to engage with your customers and nurture them to become not only one-time but also repeat customers.
Now that you’ve got the best WooCommerce CRM plugin let’s look at some use cases you can set up in your WooCommerce store.
With FunnelKit Automations, you can set up automated email campaigns to put customer communication on autopilot.
You can set up different automated email and SMS campaigns, such as abandoned cart recovery campaigns, winback campaigns, post-purchase follow-up campaigns, anniversary campaigns, and so on.
You can also send WooCommerce follow-up emails, such as shipment tracking emails, order confirmation emails, review collection emails, etc.
FunnelKit Automations has many prebuilt templates to import and use to create the abovementioned campaigns.
You can also create any type of email/SMS marketing from scratch. To do so, you first need to select the event that will trigger the campaign.
FunnelKit Automations offers a wide range of WooCommerce triggers, such as cart abandonment, order creation, order status change, customer wins back, etc., that you can use to create a campaign.
After selecting the trigger, you can add different nodes to create strategic automation. Funnelkit Automations gives you six nodes to choose from:
To send an email/ SMS, select Action and add the Send Email/Send SMS action.
You can personalize emails with merge tags and also add dynamic coupons with an expiry date to create urgency among the users.
You can also add a recovery link that users can use to go to the website to complete the order directly.
Once you collect the leads, you need to nurture them with follow-up emails to turn them into paying customers.
FunnelKit Automations integrates with all the popular form builders such as WPForms, Elementor, Gravity Forms, FluentForms, NinjaForms, Contact Form 7, and many more.
To send emails to the collected leads, choose the trigger “Form Submits” for the Form Builder you use.
You must select the form for which you wish to run automation. After choosing the form, map the email field and other relevant fields.
Now, you can set up follow-up emails you want to send the leads to convert them.
🌟 FunnelKit Automations has an Optin follow-up template that you can use to set up lead nurturing automations.
You can send multiple emails with Delay in-between. As per requirement, you can also generate dynamic coupons and embed them in the email body to incentivize users to complete the purchase.
Using FunnelKit Automations, you can easily nurture the lead you collect using various form builders and convert them.
Segmenting your audience is key for sending the right messages to the right people, making your marketing more effective and personalized.
FunnelKit Automations offers multiple options that you can use to segment your audience.
You can use contact details such as gender, age, and geographical information about the user's location, among other options, to create audience segmentation.
Especially when it comes to WooCommerce, it gives you the utmost flexibility. You can create an audience based on their purchase history, like when they first bought, if they used coupons, when their last order was, what their order total was, and so on.
You can even create an audience segment based on the product category or the product they bought.
Once you have the audience, you can email to the segmented audience.
Broadcast emails are a great way to announce something to your users, such as a new launch, upcoming sales, etc. Such emails can help generate hype, boost sales, earn repeat sales, and more!
With FunnelKit Automations, you can send broadcast emails to a full audience or segment of an audience.
If you want, you can create different variants of a broadcast email and run an A/B test to find out what works for you.
You can send a broadcast email immediately or schedule it for later.
FunnelKit Automations has an intuitive Visual Builder that allows you to create stunning emails just by dragging and dropping elements.
With this Visual Builder (New), you get many WooCommerce-centric prebuilt email templates that are ready to use. Some of the email templates are Abandoned carts, Cross-sell product recommendations, Order Notifications, Declaration of Sale, Winback emails, etc.
If you want to create an email from scratch, you can do that well. Along with many email building blocks, you can use WooCommerce blocks like Product, Coupon, Customer Address, Order Summary, etc.
Here is an order confirmation email designed with FunnelKit Automations.
You can make your email device responsive as well.
🌟 For more details, check our blog 👉 How to design an email
With FunnelKit Automations, you can create different split paths for your email campaign and, in different paths, use different email subject lines, preview text, email body content, etc., to find out what works best for your audience.
For instance, here we we are testing one subject line with customer name for the personal touch and another one with a generic urgency text to find out what gets a better open rate.
Similarly, you can try our different delay periods, discount offers, conditions, etc.
After the A/B split test, you can declare the winner.
In case you want to leverage features of other third-party apps you can do that as well as this WooCommerce CRM integrated with 100+ apps.
FunnelKit Automations seamlessly integrates with different WordPress and WooCommerce plugins such as Advanced Coupons, AffiliateWP, Learndash, Shipment Tracking, Wishlist Member, WooCommerce Memberships, WooCommerce Subscriptions, and many more.
You can seamlessly integrate with other CRMs like HubSpot, ActiveCampaign, Drip, ConvertKit, Mailchimp, and many more.
If we talk about communication apps, FunnelKit Automations integrates with apps like Twillio, GoogleSheets, Slack, Bitly, Pabbly, etc.
👉 Check out our blog on Google Sheets integration.
FunnelKit Automations provides insightful and detailed analytics of all the campaigns.
For abandoned cart recovery, on the dashboard, you can check out recoverable cart, cart recovered, revenue earned, lot cart, etc, at a glance.
On the dashboard, you can get analytics for all the email/SMS campaigns, including the number sent, open rate, click rate, orders, revenue, etc.
You also get a graphical representation of how the campaigns are performing.
See your users’ engagement at any day of the week or the specific time of the day.
If you want to check analytics for a specific campaign, you can go to the campaign. In the analytics tab, you can check different data, such as Active Contacts, Completed Contacts, Orders, Revenue, and AOV.
On the Emails/SMS tab, you can find sent, open rate, click rate, revenue, etc.
For more details, check our documentation on FunnelKit Automations Analytics.
No, WooCommerce is an e-commerce platform, not a CRM. However, you can use a CRM plugin like FunnelKit Automations to extend the WooCommerce functionality and use it just like a CRM.
No, WooCommerce does not include built-in CRM features. However, you can add CRM features to WooCommerce using an additional plugin like FunnelKit Automations.
Yes, there are CRM solutions available for WooCommerce, such as FunnelKit Automations, Active Campaign, Jetpack CRM, HubSpot, etc. Among the popular CRMs, FunnelKit Automations is the best WooCommerce CRM as it comes with the most features and can be used right from your WordPress dashboard.
No, WooCommerce does not have a built-in CRM. However, you can enhance Its functionality and use it like a CRM by adding a plugin such as FunnelKit Automations.
No. By default, WooCommerce doesn't have a CRM system. However, you can install additional CRM plugins, such as FunnelKit Automations, WP ERP, etc., to enjoy the functionality of a CRM.
No, WooCommerce is a plugin that adds e-commerce functionality to the WordPress CMS platform.
Yes, WooCommerce is free to use.
We hope you know now what a great addition a CRM can be to your WooCommerce store and how it can help you take your business to new heights.
We've compiled the best WooCommerce CRMs, covering all essential aspects. While you can choose any of them, our recommendation is FunnelKit Automations.
It allows you to utilize all CRM functions, including automated SMS/email campaigns, broadcasts, and contact profile analytics, right from the WordPress dashboard effortlessly.
The seven compelling use cases shared rightfully highlight the versatility and power FunnelKit Automations brings to the table, showcasing its ability to adapt and enhance various aspects of your online business.
So, are you ready to start using FunnelKit Automations as your WooCommerce CRM?