9 Best WooCommerce CRM Tools Efficient For WordPress Stores

CRM stands for Customer Relations Management. It is a tool that stores information about a customer and most of the people who use it are in huge industries, like telecommunications and banks. Usually, it is a contact center agent that has access to it. 

If a customer calls because he has an internet problem, he needs to supply the agent his account number, and then this agent can pull up his account and see his history, his billing statements, and so much more.

Why is a WooCommerce CRM important?

A CRM not only stores data, but it also allows you to sync information, process sales, identify orders, fulfill orders, keep email addresses, and many more. For as long as the tool has a direct use to satisfy a customer’s need, it is a CRM. 

The benefits of a CRM are shown below:

  • Better client interaction because you know their record
  • Better business insights
  • Increased conversion rate by targeting the right consumers
  • More productive and efficient staff members in customer service

Today, the name of the game is more than just finding the best products to sell. You can win over the competition if you are able to provide top-notch customer service. A CRM can help you become better at this because it will give you insights about the behavior of your customers. 

If you are using WordPress, then you came to the right page, as we will show you the top nine CRM tools that you can integrate with WooCommerce and your WordPress online store. 

Here is a snapshot of the nine best WooCommerce CRM tools that you can use in your WordPress website: 

  1. Agile CRM
  2. WooCommerce Customer Relationship Manager
  3. Metrilo
  4. ActiveCampaign
  5. Sales Autopilot
  6. Zoho WooCommerce
  7. WP Fusion
  8. Ninjodo
  9. ReadyCloud CRM

We will take a look at the things that these CRM systems can do, their benefits and features, plus their prices. 

1. Agile CRM

Agile is one of the most popular plug-ins for e-commerce because it is an all-in-one CRM. It is highly secure, which is important because you will be keeping personal information such as names and addresses of your customers, and it has features that you can use for marketing and sales improvement. 

Agile CRM is cloud-based, which means all the information are kept in secure servers, not your computer. As such, you can access the information anywhere you are. It is a trusted brand by both small and medium-sized businesses, and it is flexible enough to work in many industries. 

What are the benefits and features of this CRM?

Since Agile is a multi-purpose CRM, you should not be surprised at the number of solutions and features it offers. It has tools for telephone contact services, marketing, sales, gamification, and so much more. 

Here is a summary of the features and benefits:

  • Contact Management
  • Deal Management
  • Telephony
  • Appointment Scheduling
  • Project Management
  • Gamification
  • Marketing Automation
  • Landing Page Builder
  • Social Suite
  • Email Tracking
  • Email Marketing
  • Mobile Marketing
  • Helpdesk
  • Ticketing
  • Feedback Management
  • Smart Views
  • Knowledgebase
  • Canned Responses

As you can see, this is best used by businesses that have repeat customers most of the time. It is a platform that you can use whether you are in the tech industry, online sales, service industry, and many more.

Pricing of Agile CRM

There are four main packages for Agile. The first one is free, and you can have as much as ten users.

With the free account, you can get the following benefits:

  • 50,000 Contacts & Companies
  • Custom Data Fields
  • Lead Scoring
  • Unlimited Deals, Tasks & Documents
  • Appointment Scheduling
  • Custom Deal Milestones
  • Email Tracking
  • 2-Way Email Integration
  • Custom Deal Tracks
  • 2-Way Telephony

The other plans are:

  • Starter: $8.99 per user 
  • Regular: $29.99 per user 
  • Enterprise: $47.99 per user

The prices are the discounted ones if you avail of a 2-year plan right away. The Starter Plan includes marketing tools, the Regular Plan gives you access to helpdesk service, and the Enterprise Plan gives you access to all tools plus integrations to Google, Shopify, and other platforms. 

2. WooCommerce Customer Relationship Manager

Although it uses the name WooCommerce, this software is from the library of Actuality, a company that creates software for WordPress and WooCommerce.

The main thing that this CRM tool does is to keep track of customer record and activities. It can tell you who spend the most, or who shops the most at your store. It helps you keep your existing customers by taking the right action, such as offering discounts to the ones who you think deserve it the most. 

The tool is also used to drive loyalty programs, enhance customer relationships, and create marketing action plans to improve your conversion rate. 

What are the benefits and features of this CRM?

This CRM is a basic application that is best used by those who are just beginning in the e-commerce business. There are only a few benefits and features, but all of these are important to run a customer relations campaign. 

The benefits are: 

  • A dashboard that shows a summary of customer orders and behaviors
  • Capability to send email marketing with ready templates
  • Ability to send mass emails or emails addressed to single recipients only
  • Schedule phone calls for follow-up conversations
  • Assign agents to function as customer service managers 
  • Categorize customers into buckets for better marketing plans
  • Create an account for each customer

Has the capability to give your customers the admin rights to their own accounts; they can change information like names and addresses

Pricing of WooCommerce Customer Relationship Manager

This CRM tool is a little pricey at first look, but do not be surprised. The fee that you have to pay is a one-time payment that gives you access to the tool forever. 

The cost of the package is $90, and this includes six months of support from the author of the program. You can buy an extended support service for $31.88, and this will give you an additional 12 months of support.

3. Metrilo

Metrilo is more than just a CRM. It is also an analysis tool that will help you identify business problems. And once you know what the problems are, you can create actions plans to help your business grow. It is a tool that can integrate into WooCommerce, Shopify, and Magento.

One of the great things about Metrilo is that when a site visitor goes to your website for the first time, the tool creates a profile for that customer the moment they sign-up for your email subscription campaign. It builds customer categories that you can use to create targeted sales plans. 

What are the benefits and features of this CRM?

As a solutions provider, the features of Metrilo are packed with analysis tools. It can help you detect problems that prevent your company from growing, and it will lead you to the proper actions that will help you retain customers and check if your marketing strategy is working.

Here are the features of the CRM tool:

  • Marketing optimization
  • Identification of problems
  • Sales analytics
  • Analytics for scaling up your business
  • Engagement tools that you can use to improve customer relationships
  • Sales and revenue tracking
  • Product management tools
  • Marketing efficiency techniques 

Depending on your plan, you can get more features as you upgrade. But these upgrades are best bought if your level of business is appropriate for the plan. 

Pricing of Metrilo

Metrilo has three price points, and each is paid on a monthly basis. These plans are Essential, Pro, and Premium.

  • Essential – $119 per month. Best used by start-ups where you can see a business dashboard that shows sales, top-sellers, conversion rate by device, and so much more.
  • Pro – $199 per month. This is the package that will let you see customer behavior, what products were browsed, customer segmentation, build customer relations, and others. 
  • Premium – $299 per month. This one allows you to automate email marketing, increase repeat sales, assign a consultant for customers, gather feedback from customers through surveys, and others. 

The first two plans are available on free trial versions, but the Premium Plan has none. All the plans give you access to support, knowledgebase, a plug-in for installation, security and encryption, and unlimited staff accounts. 

4. ActiveCampaign

The main purpose of this CRM is to keep track of your leads and do things that will convert these leads into paying customers. It has automation tools, email gathering tools, and a sales funnel automation for your marketing campaign.

With this tool, you can also add a team that will help you complete marketing and customer service tasks in a central platform. What this means is that each team member can access the same information about a customer, including email threads with other team members for the same customer.

What are the benefits and features of this CRM?

This CRM tool is focused on sales, so most of the features you will see are geared towards marketing efforts. It is also focused on customer behavior that can be seen and accessed by your team members, which will help them understand a customer’s history with your business. 

Here are the features and benefits of the CRM tool:

  • Sales and reporting
  • Statistics that show the probability of closing a deal 
  • Marketing automation
  • Email notifications
  • Automated deal updates
  • Task assignment for your staff
  • Note creation in the CRM tool

Pricing of ActiveCampaign

There are four plans that you can choose from in this CRM. The first one costs only $9 per month, and the fourth one costs $229 per month. 

  • Lite – $9 per month. You will have access to unlimited sending of emails, email marketing, newsletters, marketing automation, email and chat support, and three staff accounts.
  • Plus – $49 per month. You will get everything from the Lite plan plus:
  1. CRM w/ Sales Automation
  2. Contact & Lead Scoring
  3. Deep Data Integrations
  4. Custom User Permissions
  5. Custom Branding
  6. One on One Training
  7. SMS Marketing
  8. Conditional Content
  9. Up to 25 users
  • Professional – $120 per month. You will get all the feature in the first two plans plus: 
  1. Site Messaging
  2. Attribution
  3. Predictive Sending ML
  4. Win Probability ML
  5. Split Automations
  6. Up to 50 users
  •  Enterprise – $229 per month. The additional services are:
  1. Custom Reporting (Beta)
  2. Custom Mailserver Domain
  3. Custom Domain
  4. Dedicated Account Rep
  5. In-depth Onboarding
  6. Free Design Services
  7. Free Social Data 
  8. Phone Support
  9. Uptime SLA
  10. Unlimited Users

5. Sales Autopilot

As the name implies, Sales Autopilot is focused on improving sales. It is a CRM that uses automation and yet retains that personal touch, to help convert a lead into a buying customer.

The biggest advantage of using this system is that you can integrate with its email campaign programs. There is also a dashboard that allows you to see customer history, purchase history, a record of the customer and his interaction with your agent, details about your landing pages. 

What are the benefits and features of this CRM?

Since the focus of the CRM is sales, most of the features you will see are related to marketing and conversion. 

Here are the features:

  • Email marketing tool with no limits
  • Marketing robot
  • You can build a telemarketing team that has access to the CRM
  • Automated texts to clients
  • Sell without a shopping cart

This CRM tool also has an affiliate marketing system. What this means is that marketers out there can register to your affiliate marketing program, and then you can track their sales and pay them accordingly their commissions. 

Pricing for Sales Autopilot

The price of the service depends on the size of your email list. In this example, we will only take a look at the prices of the plans if your email is between 0 and 100. 

Here are the plans: 

  • MailMaster – $15 per month. You can send unlimited email to your email list, and you can have as much as 15 staff accounts. 
  • Automation – you can have as much as 25 users for $29 per month. This package includes the following services:
  1. Professional Email Marketing
  2. SMS Marketing
  3. DM letters / prints
  4. Landing Pages
  5. Automation
  •  eCommerce CRM – at $44 per month, you can have 25 users, the services from the previous plans, and the following tools and services: 
  1. Professional Email Marketing
  2. SMS Marketing
  3. DM letters / prints
  4. Landing Pages
  5. Automation
  6. Sales CRM
  7. eCommerce
  •  All In – this is the most expensive plan, and it costs $59 per month. You have a maximum of 50 users plus access to the following: 
  1. Professional Email Marketing
  2. SMS Marketing
  3. DM letters / prints
  4. Landing Pages
  5. Automation
  6. Sales CRM
  7. eCommerce
  8. Support Suite
  9. Affiliate tracking
  10. Membership

With this CRM tool, you can get additional services, with extra costs, such as $9 for 10,000 extra emails, and an extra $14 per month per user. 

6. Zoho WooCommerce

Zoho is a popular tool that is widely used by more than 150,000 companies worldwide. Among its clients are Amazon India, Netflix, Suzuki, and Ducati.

It is a CRM tool that has the complete package, but it is focused on closing deals with your leads. It has systems for automation, customization, analytics, artificial intelligence for sales, and more. 

What are the benefits and features of this CRM?

The CRM tool has so many features and benefits, and it is completely up to you what package you want for your business. 

The features are:

  • Easy integration and user-friendly interface
  • Easy set-up; you can use it right after the set-up
  • Easy migration of files from other CRM tools
  • Less data entry tasks, and more on customer interaction tasks
  • Analytics and reporting
  • No need to write code to customize the tool
  • Can integrate with third-party tools
  • Has a multi-channel platform for communication via email, chat, phone, or social media
  • Has real-time notifications

Pricing for Zoho

The tool starts at $12 per user. You can switch plans anytime, or cancel at any given time. There are several options that will help you save money, such as the annual or monthly packages. 

The CRM is available on a free trial version for 15 days. After that, you have to select the specific tools you need, and the company will send you a specific price for the service. 

7. WP Fusion

This tool is more than just a CRM. It is a tool that lets you integrate all the services you need on your WordPress website. It has tools that allow you to do lead generation, e-commerce, online learning, memberships, and so much more.  

It has automation systems, marketing systems, and other important processes to improve your sales. It is up to you how to run this automation, or how to set the programing so they will behave according to your plan. Best of all, no coding or computer programming knowledge is required. 

What are the benefits and features of this CRM?

The CRM is an integration tool, and it works well with other popular e-commerce and marketing systems like MailChimp, AWeber, Agile CRM, Zoho, and others. 

Here are the features and benefits of the tool:

  • Automated tasks
  • Student engagement based on course progress if you have a course offered
  • Track customer log-ins and see which accounts have been abandoned
  • End personalized emails to customers
  • Award badges to loyal customers
  • Collect more customer profile information
  • Abandoned cart tacking

It has other features like media tools, enhanced e-commerce add-ons, and documentation tools. 

Pricing of WP Fusion

There are only three price points, and these plans are called Personal, Plus, and Professional.

  • Personal – $247 
  • Plus – $347
  • Professional – $540

All these plans cover one year of service, which is automatically renewed. For all these plans, you will get 3 CRMs, 65 plug-ins, and unlimited tagging. You can purchase more add-ons later, such as abandoned cart tracking, enhanced e-commerce, and others. 

8. Ninjodo

Ninjodo is a CRM that has four main functions. These are lead management, sales tracking, email simplification, and data organization.

With this tool, you can create forms, automate your campaigns, and even integrate it with other tools like MailChimp, Gmail, and Google Drive. 

What are the benefits and features of this CRM?

Ninjodo is a straightforward tool that has lesser capabilities that the first CRMs we reviewed. However, it is packed with features that will help you increase your sales and improve your client relationships. It is best used by B2B e-commerce businesses rather than B2C. 

Here are the features:

  • Cloud-based
  • Lead management system
  • Automated email campaigns

Pricing for Ninjodo

You can choose if you want to pay monthly or annually, but it will cost you lesser if you pay yearly. There are only three plans, and they cost between $49 and $199 per month.

With the $49 plan, you will get: 

  • Up to 3 Users and 5,000 Contacts
  • Simple forms, workflows, & cart pages
  • Merchant of fee 2.9%

With the $99 plan, you will get the services from the first plan plus:

  • Up to 5 Users and 25,000 contacts
  • Advanced Forms, Automated Workflows
  • Merchant fee of 2.6%

 The last plan costs $199 per month, and you will get:

  • Up to 10 Users and 100,000 contacts
  • Advanced forms, workflows, & cart pages
  • Low merchant fee of 2.3%

9. ReadyCloud CRM

The last on our list is a simple CRM plug-in that is easy to install. It is focused on customer loyalty programs, and you can store as much data as you can such as returns and refunds. You can also integrate it with other CRM tools so you can automate your marketing. 

What are the benefits and features of this CRM?

This tool has shipping features that allow you to see if your shipping strategy is profitable. It also has a feature that allows you to create shipping labels.

Here are the features: 

  • Detailed reports that are not in the WooCommerce dashboard
  • You can create shipping labels from different carriers; you can also track returns
  • You can use it on eBay and Amazon
  • Can be integrated with other systems like Mailchimp
  • You can assign tasks, schedule calendars, and put notes per customer profile

Pricing for ReadyCloud

There are several price points for this CRM, and the first one starts free. The Standard CRM tool costs $24 per user per month, but the one with the shipping label costs only $20 per month. This is an additional cost on top of the CRM tool. If you want to have a system for returns, you need to pay an additional $99 per month. 

Summary

So far, these are the 9 best WooCommerce CRM tools efficient for WordPress stores. Each has something great to offer, and each has a different price point. You know what your business needs, so start with something that will help you drive your campaigns. Choose a CRM that will help you analyze data, store customer information, and automate your marketing campaign. 

If you want best results, use these CRM tools with other WooCommerce plug-ins for your store.

0 Shares
Tweet
Share
Pin