Customer Relationship Management is what CRM stands for. It is a tool that stores information about a customer, and most of the people who use it work in big industries like banking and telecommunications. Most of the time, it’s a contact center agent who can see it.
If a customer calls because he is having trouble with his internet, he needs to give the agent his account number. The agent can then pull up the customer’s account and see his history, billing statements, and much more.
Why is it important to have a WooCommerce CRM?
A CRM not only stores information, but it also lets you sync information, handle sales, find orders, fill orders, keep email addresses, and do a lot of other things. As long as the tool can be used directly to meet the needs of a customer, it is a CRM.
Here are some of the good things about a CRM:
- You can talk to clients better if you know their history.
- Business ideas that are clearer
- Increased the number of sales by focusing on the right customers
- Customer service staff who are more productive and efficient
Today, it’s not enough to find the best products to sell. If you can give great customer service, you can beat out the competition. A CRM can help you do this better because it gives you information about how your customers act.
If you use WordPress, you’ve come to the right page because we’ll show you the top nine CRM tools that you can use with WooCommerce and your WordPress online store.
Here’s a quick look at the nine best WooCommerce CRM tools you can use on your WordPress site:
- Agile CRM
- Customer Relationship Manager for WooCommerce
- Metrilo
- ActiveCampaign
- Sales Autopilot
- WooCommerce Zoho
- WP Fusion
- Ninjodo
- ReadyCloud CRM
We will look at what these CRM systems can do, what their benefits and features are, and how much they cost.
Agile CRM
Agile is one of the most popular e-commerce plug-ins because it is a CRM that does everything. It is very safe, which is important because you will be storing personal information about your customers, like their names and addresses. It also has features you can use to improve your marketing and sales.
Since Agile CRM is in the cloud, all of the information is stored on secure servers and not on your computer. So, you can get to the information from anywhere. Small and medium-sized businesses trust the brand, and it can be used in a lot of different industries.
What does this CRM do and how does it help?
Since Agile is a CRM that can be used for many different things, you shouldn’t be surprised by how many solutions and features it has. It has tools for customer service over the phone, marketing, sales, gamification, and a lot more.
Here’s a summary of the features and benefits:
- Contact Management
- Deal Management
- Telephony
- Setting up appointments
- Project Management
- Gamification
- Automation in marketing
- Landing Page Builder
- Social Suite
- Email Follow-up
- Email Marketing
- Mobile Marketing
- Helpdesk
- Ticketing
- Feedback Management
- Smart Views
- Knowledgebase
- Ready-made answers
As you can see, this works best for businesses with a lot of repeat customers. It’s a platform you can use if you work in tech, online sales, customer service, and many other fields.
Costs for Agile CRM
Agile is made up of four main sets. You can have up to ten users on the first one, which is free.
You can do the following things with a free account:
- 50,000 People and Businesses
- Custom Data Fields
- Score Leads
- Unlimited Deals, Tasks, and Documents
- Setting up appointments
- Deal Milestones Made to Order
- Email Follow-up
- Email that works both ways
- Deal Custom Tracks
- Two-way phone calls
These are the other plans:
- Starter: $8.99 per user
- Regular: $29.99 per user
- Enterprise: $47.99 per user
If you sign up for a 2-year plan right away, the prices are lower. The Starter Plan comes with marketing tools, the Regular Plan gives you access to a helpdesk, and the Enterprise Plan gives you access to all tools and integrations with Google, Shopify, and other platforms.
Customer Relationship Manager for WooCommerce
Even though it is called WooCommerce, this software comes from the library of Actuality, a company that makes software for WordPress and WooCommerce.
This CRM tool’s main job is to keep track of customer information and activities. It can tell you who spends the most money at your store or who shops there the most. It helps you keep your current customers by giving discounts to the ones you think deserve it the most, for example.
The tool can also be used to run loyalty programs, improve relationships with customers, and make marketing action plans that will help increase your conversion rate.
What does this CRM do and how does it help?
This CRM is a simple program that people who are just starting out in the e-commerce business should use. There are only a few features and benefits, but they are all important if you want to run a customer relations campaign.
What’s good about it:
- A dashboard that gives an overview of the orders and actions of customers
- Being able to send marketing emails with ready-made templates
- Ability to send emails to many people or just one person at a time
- Set up follow-up phone calls in advance.
- Agents should be put in charge of customer service.
- Put customers into groups so you can make better marketing plans.
- Make each customer an account.
Customers can change information like their names and addresses if you give them admin rights to their own accounts.
WooCommerce Customer Relationship Manager’s Prices
At first glance, this CRM tool seems a bit pricey, but don’t be surprised. The fee you have to pay is a one-time fee that gives you access to the tool for life.
The package costs $90, which includes six months of help from the program’s creator. For $31.88, you can buy an extended support service that will give you an extra year of support.
Metrilo
Metrilo is not only a CRM. It is also a tool for analysis that will help you find problems in your business. And once you know what the problems are, you can make plans to help your business grow. It is a tool that can work with WooCommerce, Shopify, and Magento.
Metrilo is great because when a customer visits your website for the first time and signs up for your email subscription campaign, the tool creates a profile for that customer. It makes customer groups that you can use to make sales plans that are more specific.
What does this CRM do and how does it help?
Metrilo is a provider of solutions, so it has a lot of tools for analyzing things. It can help you find problems that stop your business from growing and show you the right steps to take to keep customers and see if your marketing plan is working.
Here are the things that the CRM tool can do:
- Optimization of marketing
- Problems are pointed out
- The science of sales
- Use analytics to grow your business.
- You can use engagement tools to improve your relationships with customers.
- Keeping track of sales and income
- Tools for managing products
- Methods for making marketing work well
Depending on your plan, as you upgrade, you may get more features. But you should only buy these upgrades if your level of business is right for the plan.
Metrilo’s Prices
Metrilo has three different price levels, and each one is paid for every month. Essential, Pro, and Premium are the names of these plans.
- Essential – $119 per month. Best for start-ups, where you can see a business dashboard that shows sales, top-sellers, conversion rate by device, and a lot more.
- Pro: It costs $199 a month. This package lets you see how customers act, what products they look at, how to divide customers into groups, build relationships with customers, and more.
- Premium: The monthly premium is $299. This one lets you automate email marketing, increase repeat sales, give customers a consultant, use surveys to get feedback from customers, and do other things.
There are free trial versions of the first two plans, but there isn’t one for the Premium Plan. All of the plans include support, a knowledge base, an installation plug-in, security and encryption, and an unlimited number of staff accounts.
ActiveCampaign
The main goal of this CRM is to keep track of your leads and do things that will turn these leads into paying customers. It has tools for automation, gathering emails, and automating your sales funnel for your marketing campaign.
You can also add a team to this tool to help you with marketing and customer service tasks on a single platform. This means that each team member has access to the same information about a customer, including email threads with other team members about the same customer.
What does this CRM do and how does it help?
This CRM tool is meant to help with sales, so most of the features you’ll see are for marketing. It also keeps track of how customers act, which your team can see and use to learn more about how a customer has interacted with your business in the past.
The CRM tool has the following features and benefits:
- Sales and giving reports
- Statistics that show how likely it is that a deal will be made
- Automation in marketing
- Notifications by email
- Automated deal updates
- Give your staff tasks to do.
- Taking notes in the CRM tool
ActiveCampaign’s prices
In this CRM, you can choose from four different plans. The first one only costs $9 a month, while the fourth one costs $229.
- Lite: $9 per month for Lite. You will be able to send as many emails as you want, use email marketing, newsletters, marketing automation, get support via email and chat, and have three staff accounts.
- Plus: it costs $49 a month. You will get everything in the Lite plan, plus the following:
- CRM with automated sales
- Scores for Contacts and Leads
- Deep Data Integrations
- Customized Access for Users
- Customizing a brand
- Personal Training
- SMS Marketing
- Conditional Content
- up to 25 people
- Professional: 120 dollars a month. You will get everything in the first two plans, plus the following:
- Site Messaging
- Attribution
- ML Sending Predictive
- Chance of Winning ML
- Automations in Half
- Up to 50 people can use it.
- Business: $229 per month. These are the extra services:
- (Beta) Custom Reporting
- Custom Domain Mailserver
- Custom Domain
- Rep for Each Account
- In-depth Getting Started
- Design services for free
- Social Data for Free
- Help by phone
- Uptime SLA
- Anyone can use it.
Sales Autopilot
As the name suggests, Sales Autopilot is all about making sales better. It is a customer relationship management system that uses automation but still has a personal touch to help turn a lead into a paying customer.
The best thing about this system is that you can use its email campaign programs with it. There is also a dashboard that shows you information about your customers, their purchases, their interactions with your agents, and your landing pages.
What does this CRM do and how does it help?
Since sales are the CRM’s main goal, most of the features you’ll see have to do with marketing and getting people to buy.
Here’s what it has:
- A tool for email marketing that has no limits
- Marketing robot
- You can put together a telemarketing team that can use the CRM.
- Texts sent to clients on their own
- Don’t have a shopping cart?
There is also an affiliate marketing system built into this CRM tool. This means that marketers can sign up for your affiliate marketing program, and you can track their sales and pay them their commissions based on how well they did.
Pricing to Make Sales Fly
The price of the service is based on how many emails you have on your list. In this case, we’ll only look at the plan prices if your email address is between 0 and 100.
Here’s what’s planned:
- $15 per month for MailMaster. You can send as many emails as you want to the people on your email list, and you can have up to 15 staff accounts.
- Automation: For $29 per month, you can have up to 25 users. The following services are part of this package:
- Email Marketing Done Right
- SMS Marketing
- DM letters / prints
- Landing Pages
- Automation
- ECommerce CRM: For $44 per month, you can have 25 users, all of the services from the other plans, and the following tools and services:
- Email Marketing Done Right
- SMS Marketing
- DM letters / prints
- Landing Pages
- Automation
- Sales CRM
- eCommerce
- The most expensive plan is called “All In,” and it costs $59 per month. You can have up to 50 users, and they can do the following:
- Email Marketing Done Right
- SMS Marketing
- DM letters / prints
- Landing Pages
- Automation
- Sales CRM
- eCommerce
- Support Suite
- Follow-up on affiliates
- Membership
You can pay extra for extra services with this CRM tool, like $9 for 10,000 extra emails and $14 per month per user.
WooCommerce Zoho
Zoho is a well-known tool that is used by more than 150,000 businesses around the world. Amazon India, Netflix, Suzuki, and Ducati are among its clients.
It’s a CRM tool that has everything, but its main goal is to help you close deals with your leads. It has systems for automation, personalization, analytics, artificial intelligence for sales, and more.
What does this CRM do and how does it help?
The CRM tool has a lot of features and benefits, and you can choose for your business which package you want.
Here’s what they are:
- Integration is simple, and the interface is easy to use.
- Easy to set up, and you can start using it right away.
- It is easy to move files from other CRM tools to this one.
- Less work with data entry and more with customer service.
- Reporting and analysis
- You don’t have to write code to change how the tool works.
- Can work with tools from outside the company
- Has more than one way to talk to them, like email, chat, phone, or social media.
- Has notifications in real time
Costs for Zoho
The tool costs $12 per user at first. You can change plans at any time or stop paying at any time. You can save money in a number of ways, such as by getting an annual or monthly package.
A free version of the CRM can be used for 15 days. After that, you have to choose the exact tools you need, and the company will send you a price for the service.
WP Fusion
This tool is not only a CRM. It is a tool that lets you add all the services you need to your WordPress site. It has tools that let you generate leads, sell online, learn online, sell memberships, and do a lot more.
It has systems for automating tasks, systems for marketing, and other important processes that will help you increase sales. You decide how to run this automation, or how to set up the programming, so that it works the way you want it to. Best of all, you don’t need to know anything about coding or computer programming.
What does this CRM do and how does it help?
The CRM is an integration tool that works well with MailChimp, AWeber, Agile CRM, Zoho, and other popular e-commerce and marketing systems.
Here are the tool’s features and what it can do for you:
- Automated tasks
- If you offer a course, you can measure student engagement based on how far along the course is.
- Track customer log-ins and see which accounts have been left behind.
- Stop sending customers personalized emails
- Customers who are loyal should get badges
- Get more information about your customers.
- Carts that were left behind
It also has media tools, e-commerce add-ons that are better, and documentation tools.
How much WP Fusion costs
There are only three plans, and they are called Personal, Plus, and Professional.
- Personal – $247
- Plus – $347
- $540 for a professional
All of these plans offer service for one year, and the service is automatically renewed after that. You get 3 CRMs, 65 plug-ins, and unlimited tagging with all of these plans. You can buy more add-ons later, such as abandoned cart tracking, improved e-commerce, and others.
Ninjodo
Ninjodo is a CRM that has four main uses. These are managing leads, keeping track of sales, making email easier to use, and organizing data.
You can make forms, automate your campaigns, and even connect it to MailChimp, Gmail, and Google Drive with this tool.
What does this CRM do and how does it help?
Ninjodo is a simple tool that doesn’t have as many features as the first CRMs we looked at. But it has a lot of features that will help you sell more and get along better with your clients. It works best for B2B businesses rather than B2C businesses.
Here’s what it has:
- Cloud-based
- Lead management system
- Automatic email campaigns
How much Ninjodo costs
You can choose to pay monthly or once a year, but it will cost less if you pay once a year. There are only three plans, and their monthly costs range from $49 to $199.
You’ll get the following with the $49 plan:
- You can have up to 3 users and 5,000 contacts.
- Simple cart pages, workflows, and forms
- 2.9% fee to the merchant of
With the $99 plan, you get the same services as with the $49 plan, plus:
- Up to five users and 25,000 contacts
- Advanced forms and automated workflows
- A 2.6% fee for the merchant
The last plan, which costs $199 a month, gives you:
- Up to ten users and a million contacts
- Forms, workflows, and cart pages with more features
- 2.3% is a low merchant fee.
ReadyCloud CRM
The last thing on our list is a simple, easy-to-install CRM plug-in. It focuses on loyalty programs for customers, and you can store as much information as you want, like returns and refunds. You can also connect it to other CRM tools so that your marketing can be done automatically.
What does this CRM do and how does it help?
With this tool’s shipping features, you can see if your shipping strategy is making money. It also has a feature that lets you make labels for shipping.
Here’s what it has:
- Reports with lots of information that aren’t on the WooCommerce dashboard
- You can create shipping labels from different carriers and track returns.
- It works on eBay and Amazon.
- Can be linked to other systems, such as Mailchimp.
- You can put tasks, calendars, and notes for each customer profile.
Costs of ReadyCloud
This CRM has different price points, and the first one is free. The Standard CRM tool costs $24 per user per month, but the one with the shipping label only costs $20 per month. This cost is on top of the cost of the CRM tool. You have to pay an extra $99 per month if you want a system for returns.
Summary
So far, these are the 9 best WooCommerce CRM tools for WordPress stores that you can use. Each one has something great to offer, and each one is priced differently. You know what your business needs, so start with something that will help you move your campaigns forward. Choose a CRM that will help you analyze data, store information about your customers, and make your marketing campaign run on its own.