8 Best WooCommerce CRM Solutions to Grow Your Business (With Practical Use Cases)

Discover the best WooCommerce CRM solutions and learn practical use cases of CRM to unlock your store’s full potential.

With the right CRM integrated into your WooCommerce setup, you can track customer behavior, purchase history, and interactions, all in one place.
This data enables you to deliver personalized shopping experiences that foster customer loyalty and drive business growth.

We’ll explore the top 8 WooCommerce CRMs and share seven powerful use cases you can start implementing today to boost sales and retention.

Let’s dive in!

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
• Maintain a comprehensive record of lead collection, sales, revenue, and other key metrics.
• 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?

A good WooCommerce CRM can boost your business, but you should consider these key features before choosing one:

• Contact profiles: Should provide rich details, contact info, purchase history, and interactions like emails and automation activities, all in one place.
  
• Customer segmentation: Must support advanced WooCommerce filters like last purchase date, order total, inactivity period, plus general demographics for targeted marketing.
  
• Automation: Essential automations include cart abandonment recovery, order confirmation, post-purchase follow-ups, and review requests to increase engagement and sales.
  
• Multi-channel marketing: Ability to run campaigns via email, SMS, WhatsApp, and more, to connect with customers across multiple platforms.
  
• Third-party integrations: Seamless integration with popular tools (Google Sheets, Slack, Twilio, etc.) and WordPress plugins enhances workflow.
  
• Email builder: Look for a powerful, WooCommerce-aware builder that supports product recommendations, order summaries, and dynamic content.
  
• Email split testing: A/B testing helps optimize subject lines, content, and offers to improve open and conversion rates.
  
• Detailed analytics: Provides clear insights on campaign performance, customer engagement, and ROI to guide marketing decisions.
  
• Pricing: Check for contact limits or hidden fees; choose a CRM with fair pricing that scales with your business needs.

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

Top 8 WooCommerce CRM Solutions for WordPress

In this section, we've curated a list of the top 8 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 behavior 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.

Key features of FunnelKit Automations

• Contact profiles: Detailed profiles with customer info, purchase history, and email/SMS engagement metrics all in one place.
  
• WooCommerce segmentation: Advanced filters based on purchase data, coupons, order dates, and product categories for precise audience targeting.
  
• Automations: Pre-built and customizable sequences like abandoned cart recovery, post-purchase follow-ups, and dynamic coupon generation.
  
• Multi-channel marketing: Send triggered or broadcast emails, SMS, and WhatsApp messages directly from WordPress with integrations like UnCanny Automator.
  
• Third-party integrations: Connects with 100+ plugins (Google Sheets, Slack, Twilio) and WooCommerce extensions (Memberships, Subscriptions) plus CRMs like ActiveCampaign and Mailchimp.
• Email builder: Easily create emails with a drag-and-drop editor featuring dynamic content. Choose from multiple prebuilt templates you can import with just one click.
• A/B Testing: Run split tests on subject lines, email content, discounts, and send timing to optimize performance.
• Detailed analytics: Comprehensive campaign reports and dashboards with data over custom time periods.
• Pricing: Free lite version available; premium starts at $129.50/year with unlimited contacts and emails included.

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 that 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. 

Key features of Jetpack CRM

• Contact profiles: Basic profiles showing customer data, invoices, tags, and activity logs.
  
• WooCommerce segmentation: Limited to tag-based segmentation; lacks WooCommerce-specific filters like purchase history.
  
• Automations: Includes triggers for quotes and invoices but lacks key WooCommerce automations like cart abandonment or order follow-ups.
  
• Multi-channel marketing: Supports email automation; SMS/WhatsApp requires extra tools. Email broadcasts and sequences need a $79/year add-on.
  
• Third-party integrations: Works with Gravity Forms, PayPal, Stripe Connect, focusing on lead and transaction management.
  
• Email builder: Comes with a simple text editor for composing emails. It doesn’t offer a visual drag-and-drop builder for designing engaging layouts.
• Split testing: Lacks built-in A/B testing features, so you can’t split test your emails.
• Detailed analytics: Requires $129/year Sales Dashboard add-on for revenue, customer, and sales tracking.
• Pricing: Starts at $11/month (annual billing), but most features require paid extensions. Enterprise plan with all extensions costs $17/month annually.

Does Jetpack CRM meet the criteria of an ideal WooCommerce CRM? 

If we specifically discuss Jetpack CRM as 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.

Key features of HubSpot for WooCommerce

• Contact Profiles: Detailed profiles with abandoned carts, orders, website activity, and email interactions.
• WooCommerce Segmentation: Segment by demographics, email engagement, purchase history, and cart abandonment.
• Automation: Supports workflows like follow-ups, cart abandonment, and re-engagement; dynamic coupons require an extra WooCommerce coupon extension.
• Multi-channel Marketing: Email marketing plus Facebook, Instagram, LinkedIn, and Google ads; no native SMS/WhatsApp without add-ons.
• Third-party Integrations: Syncs with Outlook, Office 365, Gmail for personalized emails.
• Email builder: Drag-and-drop design tool without direct WooCommerce product inserts.
• A/B testing: Supports split testing with control over traffic distribution.
• Detailed analytics: Tracks email performance, cart recovery, and social ads ROI.
• Pricing: Integration plugin is free; CRM starts at $216/year for 1,000 marketing contacts, increasing with contact count.

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. 

Key features of Drip for WooCommerce:

• Contact profiles: View detailed info, timelines, orders, emails, SMS, sessions, and order history.
  
• WooCommerce segmentation: Filter by demographics, purchase history, product ratings, lifetime value, and more.
  
• Automation: Automate cart abandonment, order triggers, form submissions, etc.
  
• Multi-channel marketing: Email and SMS campaigns supported; no WhatsApp messaging.
  
• Email builder: Visual builder with images, text, buttons; no direct WooCommerce product insertion.
  
• Email split testing: Supports A/B testing with up to 4 variations.
  
• Detailed analytics: Tracks email sends, opens, clicks, revenue, and campaign performance.
  
• Third-party Integrations: Works with Facebook, Google Analytics, Kajabi, Zapier, Stripe, PayPal, etc.
  
• Pricing: Free marketing automation; CRM starts at $39/month for 2,500 contacts.
  

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.

Key features of ActiveCampaign for WooCommerce

• Contact profiles: View customer info, tags, automation participation, recent activity, and custom fields.
  
• WooCommerce segmentation: Segment by purchase timing, amount spent, email, and website engagement.
  
• Automation: Supports cart abandonment, winback campaigns, and more WooCommerce automations.
  
• Multi-channel marketing: Email, SMS, and WhatsApp campaigns; SMS available with Marketing Professional plan or higher.
  
• Third-party integrations: Connects with Slack, Google Calendar, Microsoft Dynamics 365, and others.
  
• Email builder: Visual drag-and-drop builder; no direct WooCommerce product insertion.
  
• Email split testing: Easily run A/B tests by dividing email lists automatically.
• Detailed analytics: Real-time campaign data including open rates, clicks, and conversions.
• Pricing: ActiveCampaign’s WooCommerce plugin is free; SaaS plans start at $49/month for up to 1,000 contacts.
  

Does ActiveCampaign 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.

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. 

Key features of WP ERP for WooCommerce:

• Contact profiles: Basic info like name, email, phone, life stage, and contact owner.
  
• WooCommerce segmentation: Group audiences by activity such as new registrations or orders.
  
• Automation: Lacks WooCommerce-specific automations like cart abandonment and winback campaigns.
  
• Multi-channel marketing: No built-in email, SMS, or WhatsApp marketing; requires third-party plugins.
  
• Third-party integrations: Supports MailChimp, Gravity Forms, SMS Notifications, and more.
  
• Email builder: No native email builder; depends on external plugins.
  
• Email split testing: No A/B testing features included.
  
• Detailed analytics: Provides real-time reports for business insights.
• Pricing: Free basic version; premium starts at $155.88/year.
  

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.

7. Agile CRM

Agile CRM is a cloud-based CRM that supports WooCommerce integration via third-party connectors or custom API-based setups. It’s designed to manage sales, marketing, and service automation in one unified platform.

While it’s not a native WooCommerce plugin, it can track customer activity, automate marketing campaigns, and manage your sales pipeline, all from a centralized dashboard.

Key Features of Agile CRM for WooCommerce

• Contact Profiles: Robust contact management with timelines, purchase history (if synced), communication history, and lead scoring. Tags and tasks can be assigned based on behavior.
  
• WooCommerce Segmentation: Segmentation by email activity, tags, and lead score; WooCommerce-specific filters need custom setups via third-party tools.
  
• Automations: Drag-and-drop workflows for emails and lead nurturing; WooCommerce automations like cart abandonment require advanced integrations.
  
• Multi-channel Marketing: Supports email, SMS, push notifications, and telephony campaigns via Twilio, RingCentral, etc., with WooCommerce triggers needing custom setups.
  
• Third-party Integrations: Connects with 50+ tools like Shopify, Stripe, Google Calendar, mainly via Zapier or API for WooCommerce.
  
• Email builder: Visual drag-and-drop builder with templates and custom HTML support.
  
• Email split testing: Basic A/B testing for subject lines and content.
  
• Detailed analytics: Comprehensive analytics for campaigns and engagement; WooCommerce-specific data requires custom setup.
  
• Pricing: Free for up to 10 users; premium plans start at $8.99/month (annual billing), with advanced features in Starter/Regular plans.

Does Agile CRM meet the criteria of an ideal WooCommerce CRM?

Agile CRM is powerful, but not a native WooCommerce solution. It’s better suited for broader CRM needs rather than WooCommerce-specific automation. If you're comfortable with custom integrations or want to use a general-purpose CRM with WooCommerce, Agile is a flexible choice.

8. Salesforce Connector for WordPress WooCommerce

The Salesforce Connector plugin integrates WooCommerce with Salesforce CRM, enabling you to automatically sync WooCommerce customers, orders, and products to your Salesforce account. It allows sales and support teams to manage eCommerce data within Salesforce seamlessly.

Key features of Salesforce connector for WooCommerce

• Contact profiles: Syncs WooCommerce customer data (name, email, shipping, order history) directly to Salesforce Leads or Contacts. No contact view inside WordPress.
  
• WooCommerce segmentation: Segmentation is done inside Salesforce with filters like total spend, order count, and products purchased; no segmentation in WordPress.
  
• Automations: No WooCommerce automations in the plugin; setup must be done with Salesforce Flows or Process Builder.
  
• Multi-channel marketing: Supports email, SMS, and more via Salesforce Marketing Cloud or third-party apps, managed inside Salesforce.
  
• Third-party integrations: Connects with 1000+ apps like Slack, Tableau, Mailchimp after syncing; the plugin serves as a data bridge.
  
• Email builder: Uses Salesforce’s email builders; no drag-and-drop email builder in WordPress.
  
• Email split testing: Only available via Salesforce Marketing Cloud, not natively in the plugin.
• Analytics: WooCommerce order, product, and customer data are accessible in Salesforce reports.
• Pricing: The Salesforce Connector plugin for WooCommerce typically starts at $199–$299 per year. However, you’ll also need a Salesforce CRM license, which starts at $25/user/month for basic Sales. 

Does Salesforce meet the criteria of an ideal WooCommerce CRM?

Not entirely. While it offers powerful CRM features, it lacks native WooCommerce controls and requires managing everything within Salesforce, rather than WordPress.

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 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. 

Unlock the Full Potential of WooCommerce CRM with FunnelKit Automations: 8 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 easily create automated email and SMS campaigns to streamline customer communication.

Set up campaigns like abandoned cart recovery, winback, post-purchase follow-ups, anniversary emails, shipment tracking, order confirmations, and review requests.

Choose from many prebuilt templates or create custom campaigns from scratch by selecting triggers like cart abandonment, order creation, status changes, and customer winbacks.

You can also create any 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:

• 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.
• Split path: You can incorporate different split paths to A/B test the email campaign.  
• 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 the follow-up emails you want to send to the leads to convert them.