Searching for the best WooCommerce CRM for your store?
While WooCommerce does a great job of helping you manage and sell products, its native options for customer management are pretty lackluster. You get an interface that lets you see basic customer details and past orders, but that’s pretty much it as far as WooCommerce customer relationship manager features go.
Thankfully, it’s easy to extend WooCommerce with your own customer relationship management tool (CRM). These tools will give you more information on each customer, more options to market to them or offer them better support, and lots of other useful tools to help you improve your store’s customer relationships and bottom line.
In this post, we’ve collected the ten best WooCommerce CRMs. Some are free (at least to start) while others can range into the hundreds of dollars per month. Either way, you should be able to find a CRM that works for your needs, budget, and knowledge level.
What to Look for in a WooCommerce CRM
In a nutshell, a good WooCommerce CRM should help you understand and connect with your customers. Done right, this can help you build better relationships, market to them more effectively, and offer them better customer support.
For example, to improve eCommerce marketing, you can track when a customer abandons their cart and send them a reminder to try to recover that lost revenue. Or, if you see that a customer purchased a certain item in the past, you could send them a special deal on a related product.
The same holds true with customer support. For example, you could quickly pull up a customer’s past orders and track previous interactions with your company. With this information at your fingertips, you can offer more effective and personalized support.
When looking for a WooCommerce CRM to help you achieve these benefits (and more), here are some of the most important features to consider:
- Automatic syncing – you want an easy way to sync customer data between your CRM and store so that you never need to manually import/export data. Beyond customer details, you’ll want to sync orders, order status, etc.
- Good segmentation rules – you’ll want to be able to create detailed segments based on users’ behavior. For example, segmenting your high-value customers or customers who purchased a certain product.
- Activity tracking – you’ll want detailed tracking for each customer’s activity and interactions. For example, you’ll want to know when they’ve abandoned their cart, the email interactions you’ve had with them, etc.
- Automation – to save time and create more effective campaigns, you’ll want to be able to set up marketing automation rules. For example, automatically sending abandoned cart reminders.
- Advertising management – if you promote your store with ads on Facebook, Google, etc., then you’ll want a CRM that can help you create audiences and track how effective your ads are.
Ten Best WooCommerce CRM Plugins and Tools
HubSpot is a popular CRM and marketing automation tool that offers features for both small businesses and enterprises alike. One of the most unique things about HubSpot has always been that the core CRM and marketing tools are free for unlimited customers.
Each customer will get their own dedicated profile in the HubSpot CRM where you can track their activity. You can see details like their most recent orders, their total purchases and lifetime value, and more.
In addition to making it easier to support customers, you can also use all of this information and activity to create segments and set up marketing automation rules. For example, you can send abandoned cart reminders to people who abandon their carts.
Or, you could use the drag-and-drop email builder and pre-built email templates to send marketing campaigns to different segments of customers, like your high-value customers or customers who haven’t made a purchase in a long time.
You can also use your data to help you create and analyze advertising campaigns on Facebook, Google, Instagram, and LinkedIn.
Finally, if you use the official free HubSpot WordPress plugin as well, you’ll be able to access your CRM and other features without leaving your WordPress dashboard. So while HubSpot itself is not a native WordPress plugin, it can have a very native WordPress plugin “feel” if you use both the official HubSpot plugin and the HubSpot for WooCommerce plugin.
The HubSpot CRM itself is free. The core Marketing Hub is also free, which includes email marketing and Facebook, Instagram, Google, and LinkedIn ads. There are also paid plans with additional features depending on your needs. For example, the Marketing Hub Starter plan costs $40 per month.
The HubSpot for WooCommerce plugin is also free. This is what actually connects your WooCommerce store to the HubSpot CRM.
Metrilo is a dedicated eCRM (eCommerce customer relationship management) tool with integrations for popular eCommerce platforms including WooCommerce, Magento, and Shopify.
With WooCommerce CRM plans starting at $200 per month, Metrilo is not the cheapest tool on this list. However, because it’s focused 100% on eCommerce, it offers an optimized eCommerce experience with tools for eCommerce analytics, customer management, email marketing, and customer retention.
It starts with a dedicated reporting dashboard that lets you track overall performance at your store. You can also dig deeper with funnels and marketing channels to see how all your efforts are doing.
Each customer at your store also gets their own individual profile which tracks all of their activity, from browsing products to adding items to their carts, placing orders, and more. You can also use this information to segment customers as needed.
Finally, you can set up email automation based on these actions and segments. For example, you could send cart abandonment reminders or send a special deal to your high-value customers.
If you want to learn more, you can browse our full Metrilo review.
Metrilo offers a 14-day free trial that you can use to test out the CRM. However, there’s no permanent free plan.
While Metrilo’s paid plans start at $119 per month for the Essential plan, you’ll need at least the $199 per month Pro plan to get access to the WooCommerce CRM. And if you want to use Metrilo to market to your customers via email campaigns, you’ll need to go with the $299 per month Premium plan.
3. Jetpack CRM
Jetpack CRM is a straightforward WooCommerce CRM plugin from Automattic, the same team behind WordPress.com and WooCommerce. It used to be a separate plugin called Zero BS CRM. However, Automattic acquired Zero BS CRM in August 2019 and then rebranded it as Jetpack CRM in July 2020.
Despite the name, Jetpack CRM operates separately from Automattic’s popular Jetpack plugin.
From inside your WordPress dashboard, you’ll be able to manage your customers, track their activity, and segment them based on the actions that they take.
With the Woo Sync add-on, you can automatically add shoppers as new customers and associate them with your orders in WooCommerce. You’ll get a sales dashboard where you can manage all of your store’s revenue and associate it with customers and you’ll also be able to use WooCommerce information when setting up mail campaigns. For example, you could send a broadcast to customers who haven’t purchased lately.
You can also sync your Jetpack CRM dashboard to multiple stores using the WooCommerce API, which lets you track customer activity across all of the separate stores where you operate.
The core Jetpack CRM plugin is free and available at WordPress.org. However, to use it as a WooCommerce CRM you’ll need at least the $49 WooCommerce Connect add-on. You’ll likely want additional add-ons for other core features, such as a sales dashboard, advanced segmenting, email marketing, and more. You can get a bundle of all add-ons for $204 per year.
Metorik started as primarily a tool for running reports on your WooCommerce store, but it’s since morphed into a full CRM system with tools to track customer information and activity and also interact with them via email marketing.
For each customer, you can view a detailed timeline of all their activity. For example, you can see when they’ve placed an order, if they’ve abandoned their cart, when they received certain marketing emails, and more.
Metorik also gives you a flexible segmenting tool to filter out customers by a range of conditions and actions. You can also save segments for easy reuse later.
To help you connect with customers in your segments, you can use Metorik Engage (additional fee) to send automated emails and coupon codes. For example, you could create abandoned cart reminder emails or send unique coupon codes to customers who haven’t made a purchase in a long time.
Overall, because it was an online store reporting tool first, Metorik still excels if you want powerful reporting to form the basis of your CRM.
Metorik charges based on the number of orders your store has per month. Plans start at $20 per month for up to 100 orders and go up from there. If you want to use Metorik Engage to send emails to your customers, there’s an additional charge. Metorik Engage starts at an extra $10 per month for the cheapest tier but it also scales as your orders increase.
For example, if your store has 2,500 orders per month, you’ll pay $100 for Metorik and an extra $60 for Metorik Engage.
5. Agile CRM
Agile CRM is an affordable WooCommerce CRM that can grow with your online business.
With the official Agile CRM WooCommerce plugin, you’ll be able to sync your customers and order information to your CRM. In each customer’s profile, you can track their recent orders and activity.
You can also set up automatic “Smart Campaigns” to try to recover abandoned carts, send promos to certain segments of shoppers, and more.
You’ll also get tools to offer your shoppers better support. For example, you can create a helpdesk to manage tickets and create canned replies to save time on support responses.
Agile CRM is free for up to 10 users and 1,000 contacts. To increase the contact limit and access useful features like marketing automation, you’ll need at least the Starter plan, which begins at $8.99 per month and goes up based on your usage needs.
Ninjodo is a customer-focused CRM with a dedicated WooCommerce CRM integration. While it might not have quite as many features as other CRMs, Ninjodo’s differentiator is that it keeps its interface simple and clutter-free.
With the WooCommerce integration, you can automatically sync all of your customer and order information to your Ninjodo CRM. You can also tag transactions in real-time as they come in.
From there, you can connect with customers via email using pre-built templates and automatic workflows. For example, you could easily spin up upsell and cross-sell email sequences and also create other workflows according to your needs.
Ninjodo’s plans start at $79 per month for one user and up to 5,000 contacts.
Salesforce is enterprise-focused CRM software with an array of features, though it sometimes lags behind in the user-friendliness department. Explaining all of the features in Salesforce would require a post of its own, so we’ll narrow our focus to just the WooCommerce integration part of the equation.
Unlike the other tools on this list, Salesforce doesn’t have its own built-in WooCommerce integration. However, you can find several dedicated Salesforce WooCommerce integration plugins from third-parties, and you can also use tools like Zapier.
The most flexible integration plugin is the WordPress WooCommerce Salesforce Connector from Webkul Software (a third-party developer).
It offers a bi-directional sync between your store and your Salesforce CRM and lets you sync customers (as a Business or a Person), orders, and products (as attachments). You can also manually map fields as needed.
The third-party WordPress WooCommerce Salesforce Connector plugin is free. However, Salesforce itself is not free. What you’ll pay for Salesforce largely depends on your needs – you can browse all the pricing details here.
You’ll be able to manage customer information from your WordPress dashboard, including adding unlimited custom fields to collect additional information. You can also send your customers emails, including setting up marketing automation rules and building your own funnels. For example, after a shopper confirms their account, you could automatically send them a welcome email.
With the WooCommerce extension, you can extend that same type of automation to your WooCommerce store. For example, you can track when a shopper adds an item to their cart and use that to automatically send them an abandoned cart reminder if they don’t complete their purchase.
Or, you could track a product purchase and then automatically send a follow-up email a few days later. You can even auto-generate WooCommerce coupon codes to entice people to make a purchase.
However, it’s important to note that Groundhogg is more focused on marketing automation than eCommerce reporting, so it’s not as strong as most other tools on the reporting front.
If you want to learn more, you can browse our full Groundhogg review.
While the core Groundhogg plugin is available for free at WordPress.org, you’ll need the paid version to get access to the WooCommerce integration. Specifically, you’ll need at least the Pro plan, which costs $480 per year.
You could also purchase the standalone WooCommerce extension for $99. However, most stores will want the other features that come along with the Pro bundle.
9. WP ERP CRM
WP ERP is a native WordPress plugin that offers HR, CRM, and accounting features all in one. However, it uses a modular approach so that you can focus on just the CRM features if that’s all your WooCommerce store needs.
From inside your WordPress dashboard, WP ERP CRM lets you manage your customers, track their activity, add internal notes, send them emails, segment users, and assign tasks to agents at your business.
With the dedicated WooCommerce integration, you can sync your WooCommerce order details to customer profiles, which lets you easily view their eCommerce activity. You’ll also get eCommerce-specific filter options, like filtering customers based on their lifetime purchases.
WP ERP has a limited free version at WordPress.org. However, WooCommerce stores will need the Pro version. To access all of the CRM features, you’ll pay ~$485 per year for one user.
Mailchimp is a popular email and marketing CRM tool. While it started as mainly just email marketing, Mailchimp has since evolved to also offer its customer relationship tool to help you manage your audience, segment them, and set up marketing automation as needed.
With the official Mailchimp for WooCommerce plugin at WordPress.org, you can also sync all of your WooCommerce store’s data with the Mailchimp CRM.
The plugin will sync your customer information and purchase data to your Mailchimp CRM. Then, you can use that information to set up marketing automation. For example, you can automatically send abandoned cart reminder emails, post-purchase follow-ups, or emails to customers who haven’t been active in a long time.
While there are many similar tools out there, Mailchimp stands out, especially with the features available on higher-tier plans. Once you opt for a paid plan, you can also factor in information like a customer’s lifetime value or purchase likelihood.
Mailchimp’s basic plan is free for up to 2,000 contacts and one audience. However, you’ll need the paid plans for more advanced segmentation and automation features. Paid plans start at $9.99 per month and range up to $299 per month.
Which Is the Best WooCommerce CRM?
Because so much of choosing a WooCommerce CRM solution really just comes down to your specific needs, it’s impossible to give a single recommendation for the “best” tool for every single eCommerce business.
We encourage you to use this post as a jumping-off point in your search. Many of these CRMs offer limited free trials to test things out and some, like HubSpot for WooCommerce, have forever free plans. This makes it easy to experiment to find the tool with the best setup for your situation.
Do you have any questions about choosing the best WooCommerce CRM for your store’s needs? Let us know in the comments!