CentrioHost Blog

CRMs, or customer relationship management software, come in all shapes and sizes. Some are made for small businesses, while others handle millions of contacts for enormous companies.

Then, we have eCommerce CRMs, possibly the most important kind, considering the number of customers coming to the websites, purchasing products, and looking for support. Sure, a CRM like Salesforce or Pipedrive can technically work for all types of businesses. But what about a WooCommerce CRM that syncs data for customers, products, orders, and other items in WooCommerce?

If you’re using WooCommerce, or plan on taking the leap, it’s essential you have a way to communicate with and manage your customers on a professional level. And a WooCommerce CRM is the way to do it.

Why Do You Need a WooCommerce CRM?

The main reason you need a WooCommerce CRM is that you need that syncing between your regular CRM and the WooCommerce plugin. Otherwise, the customer’s information is captured in WooCommerce and not placed into the CRM.

Some of the WooCommerce CRMs we outline below are standalone products, while others are integrations for regular (non-WooCommerce) CRMs.

Regardless, here are some reasons you need that WooCommerce/CRM integration:

• To see more powerful stats on each customer, like how much each customer brings in on average.
• To email and provide support to customers.
• To tag transactions.
• To see exactly what specific customers order.
• To separate customer records from WordPress users.
• Lead management.

Overall, a WooCommerce CRM will bring most of the required information into one dashboard. You can run your online business through WooCommerce and allow the CRM to do what it’s made to do.

The Best WooCommerce CRM Solutions in 2019

Although we suggest viewing the full CRM reviews below, here’s a quick list of the recommended options if you’re in a hurry.

1. Zero BS CRM
2. Metrilo
3. Agile CRM
4. Ninjodo
5. Salesforce Connector for WordPress WooCommerce
6. WooCommerce Customer Relationship Manager
7. Sales AutoPilot for WooCommerce
8. WP ERP
9. WP-CRM System
10. ReadyCloud CRM
11. WooCommerce Integrations with Email Platforms

1. Zero BS CRM

Zero BS CRM is an economical and robust software made for WordPress and given out for free. The developers sell plenty of add-ons, but the basic CRM tool can be downloaded for free on the website. We like this for a few reasons. First, it gives entrepreneurs a chance to be savvy with customer relationships, and it’s also wonderful for keeping costs low. 

The idea behind the Zero BS CRM is to keep things simple and effective. The developers state that they had tried dozens of CRMs, only to find that most of them are way too bloated and overcomplex (not to mention expensive). So, that’s why Zero BS CRM exists.

Zero BS CRM can be installed within seconds. While the base plugin is free, you’ll want to pick up the premium Woo Sync extension for $49.00. Then you might upgrade with some additional strong extensions such as the following:

• MailChimp email marketing
• Customer support tickets
• Envato sales history
• Bulk tagger based on transaction keywords
• Google Contacts integration
• Contact Form 7
• Stripe
• Gravity Forms
• Many more

Each extension goes for a different rate, but it seems like the cheaper ones sell for $29 per year, while the most expensive one is listed at $129 per year.

Regardless, even someone who skips the extensions gets a nice collection of features for managing leads, sending quotes, and generating leads with lead forms.

How Does This WooCommerce CRM Stand Out?

• Zero BS CRM is a free download with powerful CRM features.
• Thanks to their amazing Woo Sync premium extension it syncs beautifully with WooCommerce and provides analytics.
• You have the option to buy a package with the Zero BS CRM, multiple extensions, customer support, and access to its Slack community.
• It’s a fully self-hosted, stand-alone CRM.
• Connect to other services using the Zero BS CRM API.
• It’s mobile-ready and has options for making mobile apps.
• Some of the free features include the client portal, transactions, lead generation, invoices, quotes, customer management, B2B mode, a team CRM, and data tools.

2. Metrilo

Metrilo is one of the few CRMs that’s made just for WooCommerce. It’s designed to make your WooCommerce analytics run smoothly without any painful integrations. There are three separate plans that give access to different tools, each building on the previous one. There are no limits on users, traffic, data, or emails on any of the plans.