If you’re running an online store with WooCommerce, you know how important it is to keep track of your customers and sales. That’s where a WooCommerce CRM comes in. CRM stands for Customer Relationship Management. It’s a tool that helps you manage your customers, keep track of sales, and improve your business. But what exactly is a WooCommerce CRM, and why is it important? Let’s find out!

Customer relationship management

Understanding WooCommerce CRM

A WooCommerce CRM is a tool that helps you manage your customers and sales in your WooCommerce store. It keeps track of customer information, like who they are, what they’ve bought, and how often they shop with you. This information can help you understand your customers better, improve your products and services, and boost your sales.

But a WooCommerce CRM isn’t just about tracking sales. It’s also about improving your customer management. With a CRM, you can keep track of customer interactions, set up automated emails, and provide better customer service. This can lead to happier customers, more repeat business, and a more successful online store.

  1. HubSpot for WooCommerce: HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core.
  2. Metorik: Metorik provides you with a single dashboard unifying your WooCommerce store’s orders, customers, products, and more.
  3. Zero BS CRM: Zero BS CRM is a customer relationship manager built on WordPress. It lets you manage leads, customers, invoices, and more.
  4. Salesforce: Salesforce is a leading CRM that can be integrated with WooCommerce using third-party plugins.
  5. Zoho CRM: Zoho CRM can be integrated with WooCommerce, allowing you to automate tasks and improve your sales process.
  6. ActiveCampaign: ActiveCampaign allows you to go beyond email marketing with true marketing automation.
  7. Mailchimp: While primarily an email marketing tool, Mailchimp also offers CRM features and integrates well with WooCommerce.
  8. Drip: Drip is an eCommerce CRM that is built to help online brands by using data to deliver personalized customer experiences, drive more revenue, and take their marketing strategy to the next level.
  9. Insightly: Insightly is a modern CRM platform that can help you grow your business faster by building stronger customer relationships and delivering projects on time.
  10. Pipedrive: Pipedrive is a sales-focused CRM that helps you visualize your sales pipeline and ensures important activities and conversations don’t get dropped.
  11. Freshsales: Freshsales is a full-fledged CRM made for high-velocity sales teams with features such as built-in phone, integrated email, user behavior tracking, deal management, and more.
  12. Nimble: Nimble is a simple, smart CRM that works directly within your Office 365 or G Suite inbox. It can be integrated with WooCommerce using third-party plugins.
  13. Capsule CRM: Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers, build strong relationships, and make the most of sales opportunities.
  14. Agile CRM: Agile CRM is an all-in-one CRM with sales, marketing automation, and service features. It’s designed to help businesses sell and market like the Fortune 500, at a fraction of the cost.
  15. Streak: Streak is a CRM that integrates directly with your Gmail inbox, making it a good choice for small businesses that rely heavily on email and prefer not to switch between different tools.

How to Choose the Right WooCommerce CRM

Choosing the right CRM for your WooCommerce store can make a big difference. But with so many options out there, how do you choose the right one? Here are some things to consider:

  • Features: What features do you need? Do you need a CRM that can handle email marketing, customer segmentation, or sales reporting? Make sure the CRM you choose has the features you need.
  • Price: How much are you willing to spend on a CRM? Some CRMs are free, while others can cost hundreds of dollars a year. Make sure to choose a CRM that fits your budget.
  • Ease of use: Is the CRM easy to use? You don’t want to spend hours trying to figure out how to use your CRM. Choose one that’s easy to use and has good customer support.

There are many CRMs out there that work well with WooCommerce. Some popular options include Metrilo, HubSpot, and Zero BS CRM. Each of these has its own set of features and benefits, so take the time to research and choose the one that’s right for you.

WooCommerce CRM for wordpress

How to Integrate a CRM with WooCommerce

Once you’ve chosen a CRM, the next step is to integrate it with your WooCommerce store. This can be done in a few different ways, depending on the CRM you’ve chosen. Here’s a general guide on how to do it:

  1. Install the CRM: Most CRMs come with a plugin that you can install on your WooCommerce store. Simply go to the plugins section of your WordPress dashboard, search for the CRM, and install it.
  2. Configure the CRM: After installing the CRM, you’ll need to configure it. This usually involves entering your CRM account details and setting up any necessary options.
  3. Sync your data: Once your CRM is configured, you’ll need to sync your WooCommerce data with it. This usually involves clicking a “Sync” button in the CRM settings.

Remember, each CRM is different, so the steps to integrate it with WooCommerce may vary. Always refer to the CRM’s documentation for specific instructions.

Enhancing WooCommerce CRM with Plugins

While a CRM can greatly enhance your WooCommerce store, there are also plugins that can further enhance your CRM. One such plugin is WooCommerce CRM by Actuality Extensions. This plugin adds CRM functionality directly to your WooCommerce store, allowing you to manage your customers and orders right from your WordPress dashboard.


What is a WooCommerce CRM?

A WooCommerce CRM is a tool that helps you manage your customers and sales in your WooCommerce store.

Why do I need a WooCommerce CRM?

A WooCommerce CRM can help you understand your customers better, improve your products and services, and boost your sales. It can also help you provide better customer service, leading to happier customers and more repeat business.

How do I choose the right WooCommerce CRM?

When choosing a WooCommerce CRM, consider the features you need, the price of the CRM, and how easy it is to use. Some popular options include Metrilo, HubSpot, and Zero BS CRM.

How do I integrate a CRM with WooCommerce?

Most CRMs can be integrated with WooCommerce by installing the CRM’s plugin, configuring the CRM settings, and syncing your WooCommerce data with the CRM.

Can I enhance my WooCommerce CRM with plugins?

Yes, there are plugins like WooCommerce CRM by Actuality Extensions that can enhance your WooCommerce CRM by adding additional CRM functionality to your WooCommerce store.

A WooCommerce CRM is a powerful tool that can help you manage your customers, boost your sales, and improve your online store. By understanding what a CRM is, how to choose the right one, and how to integrate it with WooCommerce, you can take full advantage of this tool and make your online store even more successful. Remember, a successful online store is all about understanding your customers, and a CRM can help you do just that.

WooCommerce CRM Support

Running an online store with WooCommerce can be a lot of fun, but it can also be a bit tricky sometimes. For example, you might have trouble setting up your WooCommerce CRM. This is a tool that helps you keep track of your customers and sales, and it’s super important for your business. But don’t worry, we’re here to help! Our team knows all about WooCommerce and CRMs, and we can help you set up and manage your CRM. So, if you’re having a tough time with your WooCommerce store, or just want to make it even better, don’t hesitate to reach out. We’re here to help! Contact us today and let’s make your WooCommerce store the best it can be.

Josh Morley

I have been designing & marketing websites since 2013. I specialize not just in WordPress web design but also in online marketing. SEO, PPC, keyword research, link-building and most recently on lead acquisition for local businesses.

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