Description
As your WooCommerce store grows, it is important to keep a track on who is spending the most and frequently. While it may be imperative to bring new orders in, it’s just as important to make sure you keep your existing customers. With this plugin, you get all the basic tools needed to maintain your loyalty with your customers enhancing the seller to customer relationship.
Download Pro version here: WooCommerce CRM Pro.
Add / Edit Customers
Adding customers has never been easier, simply click on the ‘Add Customer’ button and fill the required fields you need to fill. There are extra fields added by default, however you can add more fields using the free Advanced Custom Fields plugin.
Download Pro version here: WooCommerce CRM Pro.
Customer Status
Manage your customers effectively using the default customer statuses which can be assigned in bulk or individually from the customer profile. Choose out of:
Favorite
Blocked
Flagged
Follow-up
Prospect
Lead
Customer
Download Pro version here: WooCommerce CRM Pro.
Import & Export
Filter through your customers as you like and export the filtered result into CSV for other usage. This plugin also supports importing of customers using a mapping approach where you can map CSV fields to the existing fields.
Existing Customers
This plugin works instantly without needing to import your WooCommerce orders / customers. On first install, this plugin will load the customers into the CRM database. By default, the customer status of a customer who makes a purchase through your store is ‘Customer’.
Download Pro version here: WooCommerce CRM Pro.
Sending Emails
Send emails to each customer individually or in bulk. These emails then appear under the customers activity for better management of communication.
Place Calls
Make phone calls using the default tel: client on your computer e.g. Microsoft Communicator, Skype or FaceTime. When placing the phone call, you can log the necessary information such as related information, duration of the call and purpose of the call.
Download Pro version here: WooCommerce CRM Pro.
Customer Notes
Similar to the order notes function within WooCommerce, you can also take customer notes for each customer to remember the important things for future use.
Integrations
This plugin is compatible with the following plugins:
Advanced Custom Fields
WooCommerce Subscriptions
Groups for WooCommerce
Download Pro version here: WooCommerce CRM Pro.
Documentation
You can find the documentation to here. If there is anything missing from the documentation that you would like help on, please fill in our contact form.
Bugs
Should you find a bug, please do not hesitate to contact us through our support form found here.
Download Pro version here: WooCommerce CRM Pro.