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. 

What is a WooCommerce CRM?

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:

• Store valuable customer data, including contact details, purchase history, and preferences
• Leverage the stored customer information, such as their behavior and preferences, to create targeted marketing campaigns
• Run automated triggered email and SMS marketing campaigns
• Keep a comprehensive track of lead collection, sales, revenue, etc.
• Analyze customer data to gain valuable insights into behavior, audience resonance, and other crucial aspects.

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. 

Why Should You Use a WooCommerce CRM Solution?

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: 

• Efficient customer data management

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.

• Personalized marketing strategies

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.

• Optimized sales processes

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. 

• Automate workflow

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.

• Data-driven decision-making

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. 

What to Look For in a WooCommerce CRM?

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:

• Contact Profiles: A good WooCommerce CRM should give you a rich contact profile that includes everything from customer contact details to purchase history. It should also hold all activities associated with that contact, such as different automations they interacted with and the emails sent from your broadcast campaigns. 

• Customer segmentation: Segmentation is important as it gives you the power to personalize the shopping experience. Make sure your CRM allows you to segment your contacts based on different WooCommerce-related filters such as previous purchase date, last order total, period of inactivity, etc., along with general demographics information.

• Automation: A good WooCommerce CRM should have the power to run automations such as cart abandonment, order confirmation, post-purchase, review collection, etc. Cart abandonment automation can help recover lost carts, while order confirmation and post-purchase automations enable effective customer communication, fostering loyalty and generating repeat sales.

• Multi-Channel Marketing: A CRM should allow you to handle multi-channel marketing such as email, SMS, WhatsApp, etc. This way, you can reach your customers through various platforms, creating a seamless and effective communication strategy.

• Integration with third-party tools: A perfect WooCommerce CRM plugin seamlessly integrates with different WordPress plugins and third-party tools, such as Google Sheets, Slack, Twilio, etc., to allow effortless interactions.

• Email Builder: Look for a CRM that gives you a powerful email builder that not only allows you to create stunning emails but includes WooCommerce-related information such as WooCommerce products, related products (upsell and cross-sell), order summaries, etc. 

• Detailed Analytics: Go for a WooCommerce CRM that will give you the results of your different marketing campaigns and efforts in a structured and meaningful way. This way, you can easily track the performance of your campaigns. 

• Pricing: When reviewing prices, watch out for the contact limit in your CRM package. Many CRMs have restrictions on the number of contacts in each package. Choose a package that has no restrictions on the number of contacts you have in your business. 

Look for features you may need for your specific business along with the things we included in our list. 

Top 6 WooCommerce CRM Solutions for WordPress

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.

1. FunnelKit Automations 

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. 

• Contact Profiles: FunnelKit Automations provides detailed contact profiles containing a contact's basic information. Additionally, you can track the number of emails/SMS sent to each customer, along with open rates, click rates, and other relevant details. Being a WooCommerce-centric CRM, it synchronizes each purchase and displays all the items they've bought during their journey - access all this information in one place.

• WooCommerce segmentation: Go beyond the basic and demographic information filters to segment your audience with WooCommerce filters like purchase history, first purchase date, coupon used, last order date, order total, and more. You can also create segments based on product categories or specific products they bought.

• Automations: Set up automated sequences such as abandoned cart recovery, winback, post-purchase follow-up, and anniversary campaigns. Additionally, send WooCommerce follow-up emails like shipment tracking, order confirmation, and review collection emails. FunnelKit offers pre-built automation templates that can be easily imported and customized the way you want. However, if you want, you can create automations from scratch and generate dynamic coupons based on your strategy. 

• Multi-channel marketing: FunnelKit Automations enables you to run triggered and broadcast SMS/email marketing campaigns directly from the WordPress dashboard. Integration with UnCanny Automator allows sending WhatsApp messages. This seamless integration allows you to interact with your contacts across different platforms.

• Integration with third-party tools:  FunnelKit Automations integrates with 100+ third-party plugins like Google Sheets, Slack, Twilio, etc. It also integrates with different WooCommerce plugins like WooCommerce Memberships, WooCommerce Subscriptions, Wishlist Member, AffiliateWP, and many more. Plus, you can use it to integrate with other CRMs such as ActiveCampaign, HubSpot, Mailchimp, etc.

• Email Builder: This WooCommerce CRM has a flexible visual email builder that you can use to design emails by dragging and dropping content blocks like images, headings, WooCommerce products, etc. With its merge tag feature, you can add dynamic coupons, offer product recommendations, personalize customer information, etc.
  
• Detailed analytics: FunnelKit Automations gives you detailed data on each marketing campaign you run. You also get a dashboard with all the data from all your marketing campaigns so that you can look at a glance. If you want, you can check data for different time periods.
  
• Pricing:  It has a free (lite) version and a premium version starting at $129.50 per year. The pricing is all-inclusive, covering all features without any extra charges. It allows unlimited contacts and emails.

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. 

2. Jetpack CRM

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. 

• Contact Profiles: Jetpack CRM has a decent contact profile where you can find all customer data, invoices, and any custom data if there is one. You can see the tags that have been added to that specific contact inside the profile and their activity.
  
• WooCommerce segmentation: With Jetpack CRM, you can segment the audience based on different tags, but it doesn’t provide any WooCommerce-specific filter options such as purchase history, last order total, etc.
  
• Automations: You get different automation triggers like a new quote, new transaction, new invoice, etc. However, you don’t get the important WooCommerce automation features like cart abandonment, winback campaign, order confirmation, etc.
  
• Multi-channel marketing:  You can run an email marketing automation campaign. However, you can’t run an SMS / Whatsapp marketing campaign. Moreover, to run email broadcasts and email sequences, you need another paid extension that costs $79/year. 
  
• Integration with third-party tools: As the plugin is focused on lead generation and transaction management, it integrates with a plugin like Gravity Forms, PayPal, and Stripe Connect.
  
• Email Builder:  You can create basic emails with a text editor, but it doesn’t come with an advanced visual email builder.
  
• Detailed analytics: To view detailed analytics, you need to add another paid extension, Sales Dashboard, which costs $129/year. With this extension, you can track ​​Gross Revenue, Net Revenue, Discounts, Average Revenue per Customer, New Customers, Total Customers, and so on.
  
• Pricing: The basic plugin costs start at $11/per month (billed annually). However, you can’t do much with the basic plugin and need to buy other extensions like Mail Campaigns ($79/year) and Sales Dashboard ($129/year). You can try the Enterprise plan that includes all 30+ extensions at $17/per month, billed annually. 

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.

3. Hubspot for WooCommerce 

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. 

• Contact Profiles: HubSpot CRM provides detailed contact profiles, contact’s abandoned cart details, orders, website activity, email interactions, and more.
  
• WooCommerce segmentation:  With HubSpot CRM, you can segment the audience based on demographic information, engagement with emails and websites, purchase history, cart abandonment, etc. 
  
• Automation: HubSpot provides different automation workflows like new customer follow-up, cart abandonment, re-engagement, customer feedback campaigns, etc. However, you can’t add dynamic coupons to your automation with the CRM; you need to use their “Create Coupon” workflow extension that syncs with WooCommerce.
  
• Multi-channel marketing: You can run an email marketing campaign. However,  HubSpot CRM itself does not provide native SMS / WhatsApp message marketing capabilities. You need to buy extra add-ons. But you can build Facebook, Instagram, LinkedIn, and Google advertising campaigns with precision.
  
• Integration with third-party tools: HubSpot CRM integrates with ​​Outlook, Office 365, or Gmail. You can send personalized emails using these platforms. 
  
• Email Builder: You can create beautiful emails using drag-and-drop. HubSpot CRM’s email builder has different blocks like email, buttons, social videos, etc. However, it doesn’t allow you to insert WooCommerce products or related dynamic information into your email body.
  
• Detailed analytics: You can monitor every activity through this HubSpot WooCommerce integration, such as cart abandonment recovery, emails sent, click rates, etc. Additionally, you can track the ROI of each social media advertising campaign.
  
• Pricing: The HubSpot Integration plugin is free. The HubSpot CRM pricing starts at $216/year, which includes 1,000 marketing contacts. This pricing goes up as the number of contacts increases.

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.  

4. Drip 

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: 

• Contact Profiles: Drip provides a neat contact profile to check profile information fields, timelines, orders, emails, SMS, website sessions, and order history.
  
• WooCommerce segmentation: Segment the audience based on demographic information, purchase history, average product rating, lifetime value, etc.
  
• Automation: You can set up automation for events like cart abandonment, order placement, form submissions, etc. 
  
• Multi-channel marketing: You can run email and SMS marketing campaigns but can not send WhatsApp messages. 
  
• Email Builder:  With the visual email builder Drip offers, you can create appealing emails with elements like image, text, button, space etc. However, you can’t directly insert WooCommerce products in the email body. 
  
• Detailed analytics: Drip provides detailed analytics of all the drip campaigns with email sent rate, open rate, click rate, revenue earned, etc. 
  
• Integration with third-party tools: Drip integrates with different types of third-party platforms like Facebook, Google Analytics, Kajabi, Zapier, Stipe, Paypal, etc. 
  
• Pricing: The Drip marketing automation for WooCommerce is free. However, the Drip CRM tool starts at $39/per month, which includes a contact limit of 2,500. 

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. 

5.  ActiveCampaign

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: 

• Contact Profiles: The ActiveCampaign contact profile includes all the general customer information, tags, automation they are a part of, recent activity, and any custom fields if present.
  
• WooCommerce segmentation: You can segment the audience based on purchase timing and amount spent, along with email and website engagements
  
• Automation: With ActiveCampaign, you can run important WooCommerce automation like cart abandonment, winback campaigns, etc. 
  
• Multi-channel marketing: You can email, SMS, and WhatsApp marketing campaigns with ActiveCampaign. However, SMS marketing is only available with a Marketing Professional Package or above.  
  
• Integration with third-party tools: ActiveCampaign integrates with many third-party plugins, including Slack, Google Calendar, Google Contacts, Microsoft Dynamics 365, etc. 
  
• Email Builder:  With its visual email builder, you can design email by dragging and dropping elements like buttons, text blocks, social links, etc. However, there is no direct option to add WooCommerce products to the email body. 
  
• Detailed analytics: ActiveCampaign provides real-time data on how different campaigns are performing, including open rate, click rate, conversion rate, etc. 
  
• Pricing: The ActiveCampaign WooCommerce integration plugin is free, but the pricing for the ActiveCampaign SaaS version starts at $49/month, providing access for up to only 1000 contacts.

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 if you want to promote your products via email marketing, then it would take 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.

6. WP ERP

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:

• Contact Profiles: WP ERP doesn’t provide a rich contact profile. It includes basic information like name, email, phone number, life stage, contact owner, etc. 
  
• WooCommerce segmentation:  You can add different groups of audiences based on their activity, like new registration, placing an order, upgrading to become a pro user, and so on. 
  
• Automation: It doesn't include important WooCommerce automation like cart abandonment, winback campaigns, and more.  
  
• Multi-channel marketing: WP ERP doesn't come with marketing channels like email, SMS, Whats app, etc. You need to integrate with other third-party plugins to run marketing campaigns.
  
• Integration with third-party tools:  The WP ERP CRM module integrates with third-party plugins like MailChimp, Gravity Forms, SMS Notifications, etc. 
  
• Email Builder:  WP-ERP doesn’t have an in-built email builder that you can use to design email. You need to rely on third-party plugins. 
  
• Detailed analytics:  WP-ERP provides real-time reports so you can prepare your company for the next leap.
  
• Price: The basic version is free. The premium version starts at $155.88/per year. 

Does WP-ERP for WooCommerce meet the criteria of an Ideal WooCommerce CRM? 

No, WP- ERP isn’t the ideal option if your goal is to find a dedicated WooCommerce CRM. 

However, if you are looking for an ERP with good WooCommerce integration, then you can go for WP-ERP.

These were all the best available WooCommerce CRM plugins with their main features.

Our Experts Recommendation for the Best WooCommerce CRM

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:

• It doesn't require you to switch platforms; you can handle everything from the WordPress dashboard
• Get unlimited contacts and send unlimited emails to your users
• Easy contact management and segmentation 
• Run both broadcast/triggered email/SMS marketing using this one tool
• Access the detailed analytics so you can easily track the performance of each campaign
• Connect with popular CRMs such as Drip, Active Campaign, ConvertKit, etc., and third-party apps 

The best part about this WooCommerce CRM is 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 repeat customers. 

Unlock the Full Potential of WooCommerce CRM with FunnelKit Automations: 7 Practical Use Cases

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.

Use case #1: Set up automated email/SMS campaigns 

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 that you can import and use to create the campaigns mentioned above. 

You can also create any type of email/SMS marketing from scratch. For that, you first need to select the event that will trigger the campaign. 

FunnelKit Automations offers a wide range of WooCommerce triggers, such as cart abandoned, order created, order status changed, customer win 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:

• Action: Specify a direct action to be performed when the event gets triggered
• Delay: Set a specific delay for particular actions
• Condition: Add conditional actions under if-then-else statements to your workflow
• Goal:  Specify an end objective of your automation
• Jump: Jump to a particular node by skipping the steps on your workflow
• Exit:  Directs to end the automation

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.

Use case #2: Lead capturing and nurturing

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.

Use case #3:  Audience segmentation

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 check relevant data in a structured way. 

Use case #4: Send promotional broadcast emails

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. 

Use case #5: Design beautiful emails or newsletters with the visual email builder 

FunnelKit Automations comes with a visual email builder that allows you to create stunning emails just by dragging and dropping elements. 

You get many content blocks such as headings, images, buttons, etc. You can even insert WooCommerce products in the email. 

In addition, you also get blocks to segment the content and customization options to style your email body.

Here is an order confirmation email designed with FunnelKit Automations. 

You can make your email device responsive as well. 

Use case #6: Integrate with WordPress plugins, CRMs and third-party applications 

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, 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. 

Use case #7: Get insights with detailed analytics

FunnelKit Automations provides detailed analytics of all the campaigns in an insightful way. 

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, get analytics of all the email/SMS campaigns in the form of 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.

And in case you want to check analytics for a specific campaign, you can go to the campaign, and in the analytics tab, you can check different data like 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.

Activate the Best WooCommerce CRM and Grow Your Business Exponentially!

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?