WordPress CRM: Meet the CRM that Gets eCommerce without all the Contact Limits

Tavleen Kaur
June 11, 2021
WordPress CRM: Meet the CRM that Gets eCommerce without all the Contact Limits

Have you been looking for a WordPress CRM that truly understands eCommerce and your use cases?

We too had been looking for one.

Use cases as simple as adding a contact to automation when they complete a purchase or triggering an abandoned cart sequence, are impossible with most SAAS-based CRMs.

You can't accomplish these use cases easily and need connecting apps to bring them to life.

Being WooCommerce users ourselves, we too kept running into similar hurdles, and that is what led us to conceptualize FunnelKit Automations - a lightweight CRM and email marketing automation engine.

22 months of development, 5 senior developers, and 3 dedicated support staff members helped us pull off a project as ambitious as this one.

Meet the most potent CRM that allows you to create broadcast campaigns and automated campaigns without leaving WordPress.

Why Do You Need a CRM that Understands eCommerce?

Here we've compiled a list of reasons why you need a WordPress CRM that not just understands but also communicates with WoooCommerce.

Let's go over them.

  • Deeper Segmentation
  • Meaningful Customer Insights
  • No Contact Limits
  • SMS and Email Campaigns
  • In-depth Analytics
  • Everything in One Place

1. Deeper Segmentation

Every CRM, across the board, offers tagging and listing options. But managing those tags and lists becomes too tiresome and confusing in the longer run.

As the business progresses, and your contacts grow, so do the tags and lists.

You need a WordPress CRM that allows you to create dynamic segments like - items purchased, AOV, etc, without having to manage the cumbersome tags and lists. It would further enable you to send relevant emails to your contacts.

2. Meaningful Customer Insights

Instead of switching between interfaces to gather customer insights, having all the purchase details of a user in one place makes things easier.

Thus, a good CRM should provide all your customer's information in one place.

If you have a deep insight into your customer's behavior, you can tailor the automations and make relevant offers to them.

It would also help the support staff in providing up-to-date and valid solutions to their queries and troubles, building a stronger customer relationship.

3. No Contact Limits

Paying more or shifting to a higher payment plan when the number of contacts increases is truly a hassle.

We need a solution that doesn’t restrict the contacts or the emails we send out and allows an unrestricted flow of subscribers.

Doing all this while being easy on the pocket is the goal.

Many of your contacts may not even be marketing contacts or be inactive subscribers - so having to pay for them makes the whole thing all the more pricey.

This would support you, the business owners, to provide a better customer experience.

4. SMS and Email Campaigns

Emails are the classic way to get in touch with the leads and customers, whether it is to send out an announcement or a newsletter.

But as it has been observed, the open rate of an SMS is around 98%, while most emails sent on a daily basis remain unopen.

SMSs also offer 25X higher ROI compared to emails, further strengthening the case and making it a far more effective mode of communication.

Thus, CRMs should also allow you to run campaigns on multiple channels to reach a wider audience.

5. In-Depth Analytics

Most CRMs only give you the open rates and click-through rates of your broadcasts and automations, but they do not go beyond.

Also, they do not account for abandoned or recovered cart statistics that can totally change the game.

What if your WordPress CRM gave you all this information and even told you how much revenue you made with each campaign?

The information on the total orders and revenue generated through specific campaigns makes the data more meaningful. 

6. Everything In One Place

Jumping from platform to platform can be both confusing and time-consuming. 

Putting everything on one interface eliminates the need to switch out of WordPress to manage contacts and send emails.

You get all the data points in one place which empowers your support staff to offer relevant and personalized solutions.

Keeping all these requirements in mind, we at FunnelKit (formerly WooFunnels), have added to our existing automation tool and launched a lightweight WordPress CRM.

Let’s get right into it!

Introducing WooCommerce-Centric CRM: FunnelKit Automations 2.0

You can finally go beyond lists, tags, and fields to segment your customers.

What's more?

With no limit on contacts, you can finally stop worrying about upgrading to a higher payment plan when the number of your contacts increases.

After loads of research and development done by our team, FunnelKit Automations 2.0 has revamped itself from being just an automation tool to being a powerful WordPress CRM for WooCommerce.

With FunnelKit (formerly WooFunnels)’ FunnelKit Automations 2.0, you get all the features we talked about earlier in this post. And it is all inside of WordPress!

Talk about being a game-changer.

Unparalleled CRM Features Right Inside WordPress

FunnelKit Automations 2.0 offers some really useful features that assist you to listen, understand, and act on your customer data.

Let’s take a closer look at some features of this WooCommerce CRM based on WordPress.

Performance Dashboard that Gives You Unmatched Insights

Here's the cold truth: SAAS-based CRMs do not communicate with your WooCommerce store as well as they should.

This means, all you can see on the dashboard are top campaigns based on open and clickthrough rates, and not on the orders placed or revenue generated. This incomplete information leaves you guessing.

Well, not anymore!

Our performance dashboard gives you a bird’s eye view of your top-ranking broadcasts, automation, and the revenue generated from them at a glance, among other details.

See a little preview of the dashboard of our WordPress CRM below.

WooCommerce-CRM-FunnelKit Automations-Dashboard

Check The Performance

The very first section on the page gives you the rundown of your total number of contacts, emails & SMSs sent, total orders, and the revenue generated.

WooCommerce CRM FunnelKit Automations Dashboard Performance

This highlights how many orders your messages are bringing in and if you need to make any changes to improve the number of orders from future campaigns.

View Subscribed and Unsubscribed Contacts in the WordPress CRM

The next section shows you the recently added contacts, as well as your recently unsubscribed contacts.


Abandoned and Recovered Carts' Status

Carts show you the list of recently abandoned and recovered carts.

WooCommerce-CRM-FunnelKit Automations-Dashboard-Cart

This would enlighten you if the recovery sequences put in place are effective or not. Based on this data, tweak the automation and get higher cart conversions.

Top Performing Campaigns at a Glance

This section of our WordPress CRM highlights the top-performing automations and broadcasts that you've set up, along with the revenue they are drawing.

WooCommerce-CRM-FunnelKit Automations-Dashboard-Campaigns

Having this data at your fingertips allows you to create messages for future campaigns that genuinely resonate with the audience. 

You want to build better bonds with the users, so giving them the information that they would be interested in than just advertising random products would result in more conversions.

Emails that Converted

Here you can view your most popular emails against their open and click rates each.

WooCommerce-CRM-FunnelKit Automations-Dashboard-Emails

Use this information to judge what sort of email subjects get you higher open rates and conversions. 

A catchy subject line is more likely to get the users to open an email than the product being marketed. So layout the bait with a grabbing subject title.

Limitless Segmentation Possibilities with our WordPress CRM

We spent many many months studying and analyzing some of the most popular CRMs out there - ActiveCampaign, MailChimp, Drip, ConvertKit, and even some of the WordPress CRM plugins.

After all the research, we realized that none of these CRMs let you segment users based on the items purchased, order total, first order date, and more.

Noting all this, we decided to go above and beyond to offer you a robust tool that allows you to send marketing messages to the people you actually want to target.

You can filter users based on their order history, contact details, location, order total, category shopped, and so many more.

Advanced Filters in FunnelKit Automations WordPress CRM

Segmenting users in such a manner removes the task of pilling on tags against a particular contact, or manually managing the lists.

You can even create and save these segments as audiences to send future marketing broadcasts directly to a list of people without the need of filtering contacts every time.

Audiences in FunnelKit Automations, WordPress CRM

So Contacts in FunnelKit Automations provides you with the flexibility to narrow down your contacts based on a number of useful parameters and reach out to them with ease.

Instant Access to All Customer Profiles

While studying various CRMs, we couldn't find one that provided such detailed insights about every customer and subscriber.

FunnelKit Automations - The Ultimate WordPress CRM, on the other hand, tells you if a contact is a repeat buyer, if their AOV is higher/lower than that of the store when they placed their last order, their complete order history, and much more.

Just click on a particular contact's name to open up their whole profile for your reference.


Having such meaningful data readily available can elevate the customer experience many folds.

Also, WooCommerce standardly creates separate orders for each purchase.

So if you wish to view someone's buying history, you'd have to go through every order they placed to see what they bought and how much they spent.

But that's not the case when using FunnelKit Automations. You can review all the orders placed by that contact at a glance in one place.

That's not all!

Any plan you opt for - from our basic to pro plans - gives you the liberty of adding as many contacts to the tool as you want. There are no boundaries set for you to pay and cross.

Enjoy all the features available on your chosen plan for your existing as well as new contacts with our WordPress CRM.

Triggered Automation Sequences

Triggered emails are opened 70% more, clicked 119% more, and generate 60% more revenue compared to regular email marketing campaigns.

FunnelKit Automations provides you with a number of events to choose from to trigger the pre-defined automation sequence.


Not only that, but you can also choose the type of action that follows the triggered event:

  • Action: Direct Action entails that as soon as the event is triggered, this action takes place.
  • Delay: Add a delay in minutes/hours/days/weeks/months, delay until a specific date or day, or until a custom field to your automated sequence.
  • Condition: Conditional Action is added when you want a particular condition to be met before the action follows. For example, perform an action only if the cart total is more than $500.
  • Goal: Set the end objective of your sequence such as product purchased, tag added, contact subscribes, etc.
  • Jump: Skip the automation to a particular step.
  • Exit: This step ends the automation.

Design automation to welcome leads after they sign up on a form, or after a cart is abandoned. Send follow-up learning material related to a particular product, or offer a special discount code to some selected customers.

The automation tab gives you the option to track the scheduled and completed automation.

You can also view previously curated automation recipes and many other things within this WordPress CRM.

Far Reaching Broadcasts

Send both SMS and Email notifications to your customers and expand your reach. SMSs having a higher open rate ensure that your messages are being delivered and read by the recipients.

Email broadcast list

You can easily track the messages sent and their open and clickthrough rates using our WordPress CRM.

These would help you determine which emails and messages are resonating well with the customers and leads.

Then carrying that tone, design the other messages too.

You can even create dynamic segments based on items bought, date of the first order, order total, and more, to send announcement emails/SMSs to selected contacts.

Confused about which marketing automation to use? A/B Test your campaigns and let the numbers decide a winner for you.

Not just that, but you can also custom design your emails with FunnelKit Automations's Drag & Drop Email Editor at your fingertips.


Broadcast campaigns with our WordPress CRM - FunnelKit Automations will definitely elevate your store's image and conversion rates.

Build Your Own Forms

If you wish to create and embed a form of your own, that is possible now with FunnelKit Automations 2.0.

Use these forms to gather users' names and email addresses that would further help you to send them follow-up emails.

FunnelKit Automations offers you a range of form builders to choose from and get designing. These plugins are - Elementor, WPForms, Gravity Forms, Fluent Forms, and FunnelKit (formerly WooFunnels) Optin.

Form integration - FunnelKit Automations, WordPress CRM

Inside our WordPress CRM, you can even choose if your form would be embedded on the page, or if you want them as a pop-up.

Map the form fields to ensure correct information is being recorded and displayed to the users.

With FunnelKit Automations, you can even choose to send a double opt-in or a confirmation email to the users, and only when they click on a particular link sent in the email are they tagged as a Subscriber in your contacts.

Also, check your forms' status and the contacts they have helped generate at a glance in the Forms section of FunnelKit Automations.

Real-Time Analytics

Not sure how your store is performing? If your cart were recovered, or if your broadcasts were read?

Well, we have the answer to that.

FunnelKit Automations's in-depth analytics allows you to study the real-time performance of your contacts, carts, and campaigns.

Real-Time Analytics: FunnelKit Automations, WordPress CRM

You can see your total number of carts, contacts, emails, and SMSs, as well as recoverable carts, potential revenue amount, email click-through rates, SMS open rates, and so much more.

Analytics even shows you the engagement your campaigns received by the day of the week and hour of the day, so you can schedule your future campaigns accordingly.

CRM-Analytics-Campaign-Engagement: FunnelKit Automations, WordPress CRM

That's the power of our WordPress CRM - FunnelKit Automations 2.0!

Are You Ready to Deploy the All-New WooCommerce CRM?

FunnelKit Automations offers you all the useful features that would assist you to manage and grow your customer list.

From unlimited contact space to in-depth campaign analysis, FunnelKit Automations 2.0 is the first WooComerce-centric CRM that is designed to run smoothly from within WordPress.

Segmenting contacts based on their first order date or the product category they bought from, among many other parameters, helps in sending relevant promotional broadcast campaigns to the users.

This is one of the many unparalleled features of our WordPress CRM that assists you to manage and grow your contact list.

That's not all, there is no limit on the number of campaigns you run in your store.

There is so much more than the new WooCommerce CRM, FunnelKit Automations 2.0 has to offer. It's time for you to try and experience it for yourself!

Author: Tavleen Kaur
Do you know after Amazon implemented the 1-click buy system, their sales shot up year-on-year hitting $88.9 Billion mark in 2014? Jeff Bezos attributed it to a friction-free & streamlined buying process. At FunnelKit (formerly WooFunnels), we're determined to give you the tools you need to do the same in your business. I am Tavleen and I help you get there faster.
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