Top 10 Best WordPress WooCommerce CRM Plugins

Customer relationship management is important for all online stores. Here you can manage your customers by creating a contact form, getting their details and tracking their activities. Overall, CRM will bring most of the required information into one dashboard. In this article, we have listed Top 10 Best WordPress WooCommerce CRM Plugins which are as follows,

Advantages
– Record all your customer’s details by creating forms
– You can track the customer activities on your site
– You can assign the meetings by sending email to the customers
– It increases your revenue and accountability

1. WooCommerce Marketing Platform – eCommerce Analytics, CRM and Email by Metrilo
2. Woocommerce Zoho CRM Integration
3.WooCommerce Customer Relationship Manager
4. WP-CRM – Customer Relations Management for WordPress
5. Zero BS WordPress CRM
6. UpiCRM – Free WordPress CRM and Lead Management
7. CRM & Lead Management Plugin for WordPress by vCita
8. CRM: Contact Management Simplified – UkuuPeople
9. Gravity Forms – Salesforce CRM Integration
10. WP Contacts – Contact Management Plugin

1. WooCommerce Marketing Platform – eCommerce Analytics, CRM and Email by Metrilo

WooCommerce Marketing Platform – eCommerce Analytics, CRM and Email is a free plugin used for user management. You can generate the reports accurately for canceled, returned or fraudulent orders. You can track activities of the individual user.

Some of the important features are listed below,
– It is possible to track the user activities from their first visit to the latest order
– You can create the customer segmentation based on the behavior
– You can create powerful e-mail automation driven by the sales data
– It reduces Cart Abandonment
– It allows creating a detailed customer profile

2. Woocommerce Zoho CRM Integration

Woocommerce Zoho CRM Integration is a premium plugin developed by Magenest. You can have all your customer data synced with your system with one click and highly integrate your data with Woocommerce CRM Integration.

It offers some major features which are listed below,
– You can map data fields for Woocommerce Zoho CRM Connector
– It allows you to sync data immediately from Woocommerce to Zoho CRM
– You can create account and Contact in Zoho CRM from Orders in WooCommerce
– You can generate the report for data of customers between Woocommerce and Zoho CRM
– Create Lead in Zoho CRM from register customer in Woocommerce

3. WooCommerce Customer Relationship Manager


WooCommerce Customer Relationship Manager is a premium plugin developed by actualityextensions. You can maintain a good customer relationship. You can track the activity of existing users and it will increase the orders for your site.

Main features of this plugin are listed below,
– It includes dynamic information in emails to sent in bulk or to a single recipient
– You can organize the Lead to Customer workflow using customer statuses
– Allow your customers to upload important documents related to your products and services
– You can maintain the customers by giving the lead status
– You can view customers information from any of their order detail

4. WP-CRM – Customer Relations Management for WordPress

WP-CRM – Customer Relations Management for WordPress is a free plugin using which you can improve user management system. It allows you to create a contact form for your site to get the user information and can track their activity.

Notable features offered by this plugin are as follows,
– It allows user organization, filtering, and editing
– It allows creating contact forms to the user and viewed at the front end
– You can monitor the user activity and tracking is possible
– It allows sending newsletters to users, or user groups
– It gives dynamic charts representing attributes with quantifiable data
– Notification management is available

5.  Zero BS WordPress CRM

Zero BS WordPress CRM is a free plugin. It is used to manage your customer relationships and make more profit. Add your new customers and create quotes, invoice in a simple way.

Features offered by this plugin are listed below,
– You can add and manage Customers, Quotes, Invoices, and Transaction
– In the Quote builder, you can write and deliver stunning Quotes to your customers
– You can see all of your customer information in one place
– Audit system is used to automatically log customer events like a new invoice or filled out the web form
– Optional Business to business mode lets you manage businesses and contacts
– You can record and manage all the transaction of the customers

6. UpiCRM – Free WordPress CRM and Lead Management

UpiCRM – Free WordPress CRM and Lead Management is a free plugin used for complete customer Lifecycle management. Using this plugin you can collect the contact forms of the customers and manage your leads for your website.

Key features to be noted in this plugin are as follows,
– It provides complete customer lifecycle management
– You can also import existing data from contact forms databases and import all leads during the configuration and mapping
– You will be able to analyze the effectiveness of all your marketing activities and traffic sources
– It allows export of all data to excel in order to create your own views and analysis

7. CRM and Lead Management by vCita

CRM and Lead Management by vCita is a WordPress free plugin. Using this plugin, you can manage leads and customers for your site. Encourage visitors to take action on your site such as send a message, schedule an appointment, upload documents and pay for services.

Main features of this plugin are listed below,
– It allows you to search, tracks and manage the leads and clients
– New sales opportunities can be generated for your site
– The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, etc
– You can promote your services and events by sending targeted email and SMS campaigns to clients
– CRM lets you create invoices including your logo and details
– Online calendar option lets the customer schedule the appointments based on your availability
– You can import all existing contacts from Google, Outlook or Excel to vCita CRM

8. CRM: Contact Management Simplified – UkuuPeople

CRM: Contact Management Simplified – UkuuPeople is a free plugin. You can manage all of your customers, and clients on your site. Customers contact data are collected and you make a list of customer contact. You can record the interactions of your customers.

Key features to be noted in this plugin are as follows,
– You can track your relationship activity using TouchPoints
– It allows you to view quickly upcoming schedule and favorite contacts with Dashlets
– You can build your email list
– It allows collecting data automatically from front end forms
– You can display the capture donation or payment information in the dashboard
– You can schedule meetings and tasks and later assign them to team members

9. Gravity Forms – Salesforce CRM Integration

Gravity Forms – Salesforce CRM Integration is a premium plugin developed by obtaincode. Automatically you can add Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

Some of the important features are listed below,
– You can easily integrate Contacts, Cases, and Leads of Gravity Forms to Salesforce CRM
– It allows mapping your Gravity Forms form fields to Salesforce CRM Contact, Case and Lead fields
– Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Case
– It makes simple for customer relationship management
– You can manage Salesforce CRM success and failure API logs for form submitted on your site

10. WP Contacts – Contact Management Plugin

WP Contacts – Contact Management Plugin is a premium plugin developed by sh-themes. Using this plugin, you can manage the contacts, leads and track your customers. You can import and export your leads and contacts with traditional CSV and Excel tabular data.

Some of the important features are listed below,
– WordPress contacts are compatible with any theme that follows WordPress standards
– Each database can have an unlimited number of fields
– WordPress contacts are builds to be responsive design
– You can manage fields, filtering columns, front page ordering columns, and general field orders are done by simple drag and drop interfaces
– You can translate into your own language by using pot file

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