10 Top Rated WooCommerce CRM Tools

In any business, customers are the all in all that determines its success. Without a well-oiled business-customer relationship, even the brightest business venture will suffer from a crash in revenue. This is also true for e-commerce websites that directly offer retail services to consumers through the Internet.

For e-commerce platforms, customers basically determine the revenue they make. This is because web visits alone aren’t enough to generate income; the sites must also be able to convert those visitors into buyers.

An e-commerce website that is serious about handling its customer relationship rightly must have a Customer Relationship Management (CRM) tool. Without this tool, it becomes difficult to oversee customer activity, and this can result in a drop in the site’s conversion rate and overall traffic.

What is a CRM Tool?

A CRM tool or software basically helps online businesses, particularly e-commerce websites, to manage customer activities. In an e-commerce website, CRM is responsible for organizing and managing every aspect of retail that directly impacts the relationship of the online shop with its numerous customers.

The activities that are mostly carried out by customers of an e-commerce website include purchasing products, checking product information, and requesting support. All these activities can indeed be controlled with the aid of CRM software.

WooCommerce CRM Tool

If you’re using WooCommerce for your online store, you’ll agree that there is just so much information to keep up with. This is because the popular e-commerce platform is equipped with a variety of retail tools.

One way to efficiently manage your WooCommerce platform is to make use of WooCommerce CRM. With so much happening on your e-commerce website, it can be quite tasking to keep an eye on every detail pertaining to customer activities.

Not only are you bothered with boosting traffic to your web platform, but you’re also regularly monitoring important KPIs that will help you improvise your marketing strategy. This is why WooCommerce CRM is very crucial for the success of your e-commerce platform.

Why You Need WooCommerce CRM Tool?

The first use of WooCommerce CRM is to sync all data on your WooCommerce platform together, including customer data, product data, orders, and other minor details. Of course, a lot of this information is already available on the platform. CRM, however, makes them easily accessible so that you can optimize your site’s performance and, at the same time, improve customer relationships.

If your CRM tool fails to sync with WooCommerce, essential customer data will not be accessible, which will hurt customer relationships.

Here are some important reasons WooCommerce CRM is a must-have:

• With WooCommerce CRM, you have access to more impactful customer stats like the amount each customer to your website spends on average.
• The tool also makes customer support easily accessible, as you can provide email and live support to every customer without a single hitch.
• CRM tool allows you to tag every transaction carried out on your e-commerce platform so that you can easily monitor its status.
• You are also able to see every order that has been made on your platform.
• WooCommerce CRM is quite useful in the area of lead management as it ensures that you aptly carry out all marketing campaigns.
• Finally, with WooCommerce CRM, you’re able to isolate customer records from general WordPress details.
• The incorporation of CRM doesn’t mean you’re ceding WooCommerce duties to the management tool. You still get to manage your entire online store from the WooCommerce platform. Every aspect of customer relationships, though, is now under the supervision of the CRM software.

10 Top Rated WooCommerce CRM Tools

1. Zero BS CRM

Zero BS CRM is an open-source management tool that is specially developed for WordPress users. It is entirely free to download, though the developer also offers add-ons that cost some money. The software is quite robust and practical. It is ideal for e-commerce websites that want a basic CRM solution without any extra baggage.

It is one of the best CRM software for e-commerce entrepreneurs who have small budgets they don’t want to exhaust. Its low cost, however, doesn’t negatively affect its performance as a CRM tool. In fact, in terms of customer interaction, Zero BS CRM is one of the best for an e-commerce website.

The concept behind the development of Zero BS CRM is simplicity and effectiveness. It was created as a more basic alternative to the dozens of CRMs that are just too complex and expensive.

This software is not only easy to install, but any individual can also easily manage it with basic IT knowledge. This tool can be acquired at no cost from the WordPress directory, and its basic features are enough to control the customer relationship of any website.

Other functionalities can be incorporated into the management tool to optimize its performance. These functions are accessible via extensions that can be purchased at different prices.

If you’re upgrading the essential Zero BS CRM software, then you must pick up the premium version of the Woo Sync extension tool for just $49. With this tool, you’ll be able to add more powerful extensions to the software.

Here are some of the add-ons you can incorporate into the Zero BS CRM software:

1. Customer support ticket
2. MailChimp tool for email marketing
3. Bulk tag tool for transaction keywords
4. Sale History from Envato
5. Google Contacts integration
6. Stripe
7. Contact Form 7
8. And Gravity Forms

The price of each add-on varies, starting from $29 per year and going up to $129 per year. However, it’s important to note that you can effectively operate your e-commerce store using the free basic tool. With the complimentary version, you have the ability to handle diverse customer-related activities such as sending quotes, overseeing leads, and creating marketing leads through lead forms.

Here are a few ways Zero BS CRM stands out from the rest of the competition:

1. Free software with powerful basic features
2. Its premium Woo Sync extension provides seamless sync with WooCommerce, which helps in delivering accurate analytics function
3. Aside from its premium sync extension and other add-ons, the developers of this tool also offer customer support and community access.
4. It is a stand-alone CRM tool that is completely self-hosted
5. With the aid of various Zero BS CRM APIs, this software is able to connect with other services
6. It has a mobile function that doesn’t only make it accessible via mobile devices but also allows the development of other mobile apps.
7. Its free features are all essential to customer management. They include transactions, client portals, invoices, lead generation, B2B mode, customer management, etc.

2. Metrilo

There are some CRMs that are specifically developed for WooCommerce so as to increase compatibility and improve analytics solutions. Metrilo is definitely one of the best tools that belong to this category of CRM.

There is a 14-day free trial available if you wish to check out its features and, of course, assess its performance. 

Metrilo offers three feature-specific plans. The Essential Plan costs $119/mo and provides e-commerce analytics. The Pro Plan costs $199/mo and includes a customer database and retention analysis. The Premium Plan is priced at $299/mo, which includes all Metrilo features (e.g., email marketing and automation).

The biggest thing Metrilo brings to the table is its incredible combination of CRM and email marketing. It simply functions as a hub where all e-commerce marketing processes are effectively executed.

Though it was originally developed for the WooCommerce platform, Metrilo can also be perfectly integrated with Magento and Shopify.

Here are a few ways Metrilo stands out from other CRM tools:

1. It can be perfectly integrated with WooCommerce and other popular e-commerce platforms
2. It permits you to manage customers, send emails, and check analytics data from the dashboard
3. With Metrilo, no visitor is left unaccounted for. You also get to investigate significant details like cart abandonment, customer segmentation, and customer interaction with products.

The email marketing section of this software includes the following options: automation, custom domain, segmentation, and personalized emails.

The analytics section of the tool allows you to measure total revenue, product performance, and customer retention. You also get to check the status of each order and the preset sales funnels.

3. Agile CRM

This CRM software can be used on any of the popular e-commerce platforms. It does, however, have a unique version that can correctly integrate with WooCommerce. Its WooCommerce version has specific tools that may not be found on other platforms. They include web engagement, intelligent workflows, and customer management.

Agile CRM is undoubtedly one of the best customer management tools you can find on the market. What also makes it very popular is that you can use it for free if you’re only catering to a small customer base (not more than 10).

But even its premium versions are quite affordable as its starter package can be activated for just $8.99 per month, while its more revered version is accessible for a price of $14.99 per month.

There are four main segments in this CRM tool: marketing, service, sales, and extras. Each section has specific customer management features that are crucial.

The sales segment has lead scoring and custom data fields, while the marketing segment is composed of a form builder and an email campaign management tool.

The extra segment harbors other useful micro tools like a helpdesk and 50 additional plugins.

Here are a few ways Agile CRM stands out from other CRM tools:

1. A free plan for e-commerce sites servicing not more than 10 users
2. Premium plans that are affordable for struggling start-ups
3. The whole CRM system accommodates every feature of e-commerce, including marketing, service, sales, and more.
4. It has a help desk feature that tackles canned responses, labels, groups, and, of course, reports
5. Email and phone support accessible to all of its users
6. The CRM tool can be integrated with external apps like Strip, Shopify, and even Google
7. The tool also has a Chrome extension for a seamless blend with the popular browser
8. Its marketing segment is perhaps the most powerful you will ever find, with tools like landing page builder, email template builder, social media monitoring, and marketing automation incorporated.

4. Ninjodo

If you’re looking for a CRM tool that is ideally tailored for small online stores and retail sites, then Ninjodo should definitely be first on your list. The software is perfectly optimized for increasing sales as well as simplifying emails.

There are three pricing plans for you to pick from, with the cheapest being $65 a year. You, however, get to test the system to see if the tool is for you. The three pricing plans basically correlate with the financial status of your online store, and you’ll only get to the 3rd phase if the two lower plans yield successful results.

Here are a few ways Ninjodo stands out from other CRM tools:

1. All plans incorporate client engagement forms, email templates, and lead capture forms
2. This CRM platform is renowned for its impressive live chat support, training videos, and step-by-step guides
3. It is definitely one of the easiest CRM tools to manage with a clean UI and fewer pertinent features
4. It allows a real-time view of orders and also syncs customer details with order information.
5. It integrates external tools like Google Drive and Xero Accounting
6. It is mobile-friendly and permits CRM control through a dedicated app on your mobile device.

5. Salesforce Connector for WordPress WooCommerce

This CRM tool can be purchased for a one-time fee of $199. If you want regular support, you will have to sign up online at an additional cost.

The tool functions by connecting SalesForce to WooCommerce. It also supports all SalesForce versions and offers you real-time data. It syncs with your WooCommerce products when your customers get to connect directly with the SalesForce platform. 

Here are a few features that make this CRM stand out from the rest:

• Its customer support is quite impressive
• It basically links the most popular CRM tool with the most popular WordPress plugin
• The orders are synchronized at the checkout stage
• It creates an incredible global network for your e-commerce business via cloud computing.

6. WooCommerce Customer Relationship Manager

This CRM tool is popular despite a few minor drawbacks, primarily due to its weak customer support. Nevertheless, most users can install it without any help from a professional. The tool supports bulk messaging and records every customer call or email interaction proactively. It’s license available for just $5 on CodeCanyon.

Here are some features that make this CRM tool stand out:

• Smooth integration with advanced custom fields, allowing unlimited field options.
• Google Map display on all customer pages for enhanced location insights.
• Hassle-free import and export functionalities for tracking sales progress through customer details.
• Intuitive and user-friendly dashboard on the user page, ensuring practicality.
• Perfect integration with the subscription extension, enhancing its versatility and functionality.

7. Zoho CRM

Zoho CRM is an incredible cloud-based customer relationship management (CRM) software designed to help businesses administer their sales, marketing, customer support, and other activities in a centralized platform. It presents a wide range of features that make it a famous choice for businesses of all sizes. It is priced at $9.61 per month.

Here are some key features that make Zoho CRM stand out:

• Multichannel Communication: Engage customers through email, phone, live chat, and social media from one platform.
• Sales Automation: Streamline sales processes with workflow automation, lead scoring, and sales forecasting.
• Contact Management: Organize and track leads and contacts efficiently for effective relationship management.
• Marketing Automation: Integrate with Zoho MarketingHub for automated and targeted marketing campaigns.
• Customization: Tailor CRM modules, fields, and layouts to match specific business needs.
• AI-powered Insights: Utilize AI for data analysis, pattern recognition, and sales trend predictions.
• Integration Capabilities: Seamlessly connect with third-party apps for enhanced functionality and data synchronization.
• Mobile Accessibility: Access CRM data, update records, and communicate with customers on the go via mobile apps.
• Collaboration Tools: Share documents, manage tasks, and collaborate effectively within the CRM platform.
• Security: Ensure data security through role-based access, encryption, and regular backups, protecting sensitive information.

8. WP ERP

WP ERP is a free plugin that provides basic CRM, HRM, and accounting solutions. It can be used by small or larger enterprises. The tool, with over 9,000 installs and numerous positive reviews, allows you to sync both customer data and order details with it.

Its plus version can be acquired for $99.

Here are some features that make this CRM tool stand out:

• It supports about 44 currencies
• All WooCommerce orders and transactions can be accessed directly from the CRM
• The automatic export of new customers to the CRM list and Accounting list
• It helps create a dynamic customer list using up to 22 different filters
• It allows CRM agents to track WooCommerce orders

9. WP-CRM System

This free CRM plugin allows WordPress and WooCommerce users to aptly manage customers, tasks, and projects.

Apart from English, this tool is also available in Spanish, Polish, and Russian. It has a premium version that costs about $199.

Here are some features that make this CRM tool stand out:

• It gives you quick access to all customer information
• Its support is one of the best you’ll get for a WordPress plugin
• You have quick access to the order history of each customer
• You can create a new order easily with just access to the customer’s order record

10. Hubspot CRM

HubSpot CRM is a robust customer relationship management platform that empowers businesses to manage their sales, marketing, and customer service efforts effectively. It is known for its user-friendly interface, seamless integration capabilities, and powerful automation features. With HubSpot CRM, businesses can centralize their customer data, automate repetitive tasks, and nurture leads to improve overall productivity and customer satisfaction.

Here are some features that make this CRM tool stand out:

• Contact Management: Organize and store all customer information in one place, making it easy to track interactions and preferences.
• Pipeline Management: Visualize and track deals through various stages, allowing sales teams to prioritize tasks and close deals faster.
• Email Tracking: Monitor email interactions in real-time, enabling timely follow-ups and improving email outreach strategies.
• Task Automation: Automate repetitive tasks, like sending follow-up emails and assigning leads, saving time and ensuring consistency.
• Lead Nurturing: Nurture leads with personalized email sequences and targeted content, increasing the likelihood of conversion.
• Sales Analytics: Gain insights into sales performance, track deal progress, and identify areas for improvement using detailed analytics and reporting tools.
• Integration Capabilities: Integrate seamlessly with various third-party applications, enhancing functionality and data synchronization across platforms.
• Email Marketing: Create and administer email marketing campaigns, track engagement, and analyze results to optimize marketing efforts.
• Live Chat: Engage website visitors in real-time with live chat support, providing instant assistance and improving customer satisfaction.
• Mobile App: Access CRM data, receive notifications, and manage tasks on the go using the HubSpot CRM mobile app, ensuring productivity even outside the office.

Conclusion 

Nowadays, WordPress CRM has become a must if you want to know your customer behavior and tap the growth opportunities. There are many CRM tools available in the market. More are being added every day. Have you tried any one of these tools? How was your experience? Do you have any favorites? Do share in the comments.

FAQs

What features should I look for in a WooCommerce CRM tool?

Look for features such as customer segmentation, sales analytics, order history tracking, email marketing integration, and support for multiple communication channels. These features can aid you streamline your marketing efforts and improve customer engagement.

How does a CRM tool help in customer segmentation for targeted marketing campaigns?

A CRM tool analyzes customer data to segment your audience on various criteria, such as purchase history, preferences, and demographics. This segmentation allows you to create marketing campaigns with a target audience in mind, offering personalized deals and content to specific customer groups, increasing the likelihood of conversions.

What security measures should I consider when choosing a WooCommerce CRM tool?

When selecting a CRM tool, ensure it complies with data protection regulations and employs encryption protocols. Additionally, choose a reputable vendor with a track record of security and reliability to safeguard your customer data effectively.

How can I find the right WooCommerce CRM tool for my online store?

Research various CRM tools, read user reviews, and consider your specific business requirements. Look for a tool that offers essential features, seamless integration with WooCommerce, and excellent customer support. Trials or demos can also help you assess the tool’s usability before making a decision.