As a WooCommerce business owner, it’s essential to know your customers if you want to foster lasting relationships and encourage engagement. That means remembering names, having quick access to contact information, making notes about shipping preferences, and more. All of that is easy to accomplish with the right WooCommerce CRM (Customer Relationship Management) tool.
WooCommerce CRM plugins enable you to integrate third-party platforms with your online store. That way, you’ll get access to CRM tools without having to leave WordPress and (hopefully) you won’t have to enter customer data manually.
In this article, we’ll talk about the features that you should look out for in a WooCommerce CRM plugin. Then we’ll introduce you to the five best WooCommerce CRM plugins that you can use. So, let’s get to it!
What To Look For In A WooCommerce CRM Tool
There are a lot of amazing CRM platforms that you can use to keep track of customer information. However, not all of those platforms are easy to integrate with WooCommerce. Without proper integration, you might have to enter hundreds or thousands of customer data points in the CRM platform manually.
WooCommerce CRM plugins simplify that process by automatically sending data to a third-party platform or storing it locally for you. Some of the data that you’ll want to keep at hand for a WooCommerce store includes:
- Customer names
- Client addresses
- Business information if you’re a wholesaler
- Contact information
- Purchase information and how much money each client has spent in your store
Some CRM tools are better geared towards e-commerce platforms. Ideally, you want to keep track of as much information as possible for each customer. That way, if there are ever problems with an order or you have an unhappy customer, you have access to data and notes that will help you salvage the relationship.
5 Best WooCommerce CRM Plugins
For this section, we’re going to focus on CRMs that offer plugins that help you integrate their platforms with WooCommerce. We’ll be discussing how that integration works for each entry and how much (if anything) it costs to use each platform. So, let’s get to it!
1. HubSpot for WooCommerce
HubSpot for WooCommerce is a plugin that integrates the famous CRM with your online store. Using the plugin enables your store to sync data automatically with WooCommerce. That includes basic information such as customer names, addresses, and contact data. However, the plugin goes a step further and also keeps track of abandoned carts, website activity, completed orders, and emails that you send to customers.
In a nutshell, HubSpot enables you to keep logs of almost any interaction that you have with customers. You can also leverage that information for email marketing purposes. HubSpot includes email tools that you can use to target customers who meet specific criteria and to send abandoned cart messages.
On top of those features, HubSpot also integrates a powerful analytics system. With HubSpot for WooCommerce, you’ll get in-depth e-commerce reports that will give you insight into how your store is performing.
With Metorik, you can monitor sales in real time and get access to reports that show profit information, margins, how many new customers you’re getting, return purchases, refunds, and much more.
Metorik also offers support for stores that sell subscription packages. You can use Metorik to keep track of active subscribers over time and to analyze your retention rate. The platform offers email marketing functionality and it enables you to send automated messages and abandoned cart emails.
If you and your team use Slack, Metorik integrates with the platform and it can export and submit store reports via that channel. You can also get reports via email and configure precisely who should receive them and when.
Price: You’ll need a Metorik plan to use the platform, and plans start at $50 per month (for up to 500 orders).
At its core, ActiveCampaign is an email marketing platform. However, that platform happens to include a robust CRM system and it integrates with WooCommerce. That means that you can use ActiveCampaign to keep track of customer data and send them marketing emails.
When it comes to WooCommerce stores, ActiveCampaign tracks customers’ shopping and browsing behavior. It uses that data to help you figure out which customers are more likely to make a purchase and to reach them using automated marketing emails.
ActiveCampaign includes in-depth email personalization tools. That means you can use the platform to create emails that feel unique rather than messages that sound like you’re sending them to hundreds of users at once. On top of email, the platform also supports messaging via text, apps such as WhatsApp, and social media.
Price: ActiveCampaign only integrates with WooCommerce if you sign up for a Plus plan or a more expensive option. The Plus plan starts at $49 per month.
Drip is both a CRM and email marketing platform and that combination can kickstart your WooCommerce store’s growth. By integrating Drip with WooCommerce, you get to track what products customers see and what they’re buying. The plugin also helps you monitor abandoned carts and stay on top of customers who haven’t made purchases lately.
What sets Drip apart is the amazing amount of customization options that it offers for email and SMS campaigns. The platform offers pre-built marketing workflows that will help you deal with situations such as abandoned carts. However, you can also create new workflows from scratch to help you automate email marketing.
Drip also offers a robust targeting system that gives you full control over which customers you want to reach out to. For example, you can use Drip to send emails to customers who haven’t made a purchase in over X months or even to thank customers who spend over Y amount on your store.
Price: You can integrate Drip with WooCommerce for free. Drip plans start at $19 per month for just email (for up to 500 contacts).
5. Agile CRM
Agile CRM is an all-in-one platform that enables you to track sales, store customer data, and send marketing messages. It integrates with WooCommerce and it automatically stores information about each customer.
With Agile CRM, you get access to basic user data such as names and contact information. The platform also monitors purchases, which pages customers are visiting, if they request support and more. Agile CRM also assigns scores for each customer, which helps you keep track of who the biggest spenders are and who’s prone to repeat purchases.
You can use Agile CRM to get in touch with customers via email, social media, SMS, and even direct calls. The CRM also gives you the option of setting appointments with customers, which can come in handy for large wholesale users who require a more personal touch.
Price: Integrating Agile CRM with WooCommerce is free but you need to sign up for a plan with the platform. Agile CRM offers a free plan that supports up to 50,000 contacts and up to 10 users. Paid plans start at $8.99 per month.
Bonus Analytics Tool: MonsterInsights
A lot of WooCommerce CRM plugins also double as analytics tools. That means they give you access to in-depth reports concerning sales, how much customers are spending, new buyers vs. returning ones, and more.
If you want to take e-commerce reports a step further, Google Analytics offers a set of tools called enhanced e-commerce tracking. With enhanced e-commerce tracking, you can configure Google Analytics to help you monitor sales, revenue, transactions, average order value, top-performing products, and more.
Google Analytics doesn’t integrate with WooCommerce out of the box, though. You can configure the platform to track those metrics manually or use a plugin such as MonsterInsights. With MonsterInsights, you can connect your WordPress website with Google Analytics. The plugin will also help set up enhanced e-commerce traffic for you, so Google Analytics will track all of the metrics that we mentioned earlier.
Price: There’s a free version of the MonsterInsights Google Analytics plugin. However, if you want access to enhanced e-commerce tracking, you’ll need to buy a Pro license for the plugin. Pro licenses start at $199.50 per year.
CRM platforms offer incredible tools for helping you grow an online store. If you want to get repeat business, getting to know your customers is essential. WooCommerce CRM plugins help you keep track of who’s buying from you and how much they’re spending. Even better, many CRM tools also help you get in touch with customers via email and other channels.
In this comprehensive guide, we’ve shared a list of amazing WooCommerce CRM tools you can leverage to know your customers better and improve their experience. To summarize, let’s review them below:
Do you have any questions about how to choose a WooCommerce CRM? Let’s talk about them in the comments section below!