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WooCommerce Customer Relationship Manager

by Actuality Extensions codecanyon.net v3.6.3 Unlimited sites

WooCommerce Customer Relationship Manager by Actuality Extensions is a WordPress plugin that adds customer management to your WooCommerce store. It brings customer profiles, segmentation, email, order history and follow-ups into one dashboard, so you can look after shoppers without jumping between tools.

Version
3.6.3
Released
Mar 24, 2020
Developer
Actuality Extensions
Type
WordPress plugin
Licence
GPL
Included in
Every plan, or $4.79 on its own

What’s new in WooCommerce Customer Relationship Manager 3.6.3

Version 3.6.3 · Mar 24, 2020 Latest
  • ImprovedMisc - WooCommerce 4.0 compatibility.

What it does

Online stores collect a lot of customer information, but WooCommerce on its own spreads it across orders and user screens. This plugin gathers it into a single place. You can open a customer profile, edit their details, see their order history and statuses, and add internal notes or tags. That makes it easier to answer a question from a shopper, sort out a problem with an order, or simply keep your records accurate.

It also handles outreach. You can group customers by purchase history, behavior or your own criteria, then send email campaigns to those groups straight from the WooCommerce dashboard. Follow-up emails can be scheduled and automated, and reporting shows how customers behave and how campaigns perform. The dashboard works on different screen sizes, so it suits small shops and growing stores that run on WooCommerce.

Best for

  • WooCommerce store owners who want customer records in one place
  • Small online shops sending targeted emails to past buyers
  • Store teams sharing notes and tags on customer accounts

Features

Customer profiles

View and edit each customer's details in one profile, so your records stay accurate and your conversations with shoppers can be more personal.

Customer segmentation

Group customers by purchase history, behavior or custom criteria, then use those segments to send targeted marketing messages to the right people.

Email from the dashboard

Send personalized email campaigns and follow-ups directly from your WooCommerce dashboard instead of exporting lists to a separate email tool.

Order tracking and history

Look up a customer's orders and their statuses quickly, which helps when you need to answer questions or resolve an order issue.

Scheduled follow-up emails

Set up follow-up emails to go out automatically on a schedule, encouraging repeat purchases without sending each message by hand.

Internal notes and tags

Add private notes and tags to customer profiles so everyone on your team can see context and give consistent service.

Analytics and reporting

Review reports on customer behavior and campaign performance to see what is working and adjust how you sell and communicate.

Works across devices

The dashboard uses a responsive layout, so you can check and manage customer records from a desktop, tablet or phone.

Questions about WooCommerce Customer Relationship Manager

Does this plugin need WooCommerce?

Yes. It is built for WooCommerce and works with your store's customer and order data, so you need a WooCommerce store running on your WordPress site to use it.

Can I send emails to specific groups of customers?

Yes. You can segment customers by purchase history, behavior or custom criteria and then send personalized email campaigns to those segments directly from the WooCommerce dashboard.

Can follow-up emails be automated?

You can schedule follow-up emails and have them sent automatically. This is useful for reaching customers after a purchase and encouraging them to come back, without writing and sending each email manually.

Can my team leave notes on customer accounts?

Yes. You can add internal notes and tags to customer profiles. Your team can use them to share context about a customer and keep service consistent across staff members.

Is WooCommerce Customer Relationship Manager free?

The code of WooCommerce Customer Relationship Manager is licensed under the GPL, so anyone may use, change and share it. GPL Feast is a paid service: a plan or a single purchase gives you the download and automatic updates. The developer's own support, licence key and online services are not included.

Which version of WooCommerce Customer Relationship Manager is this?

Version 3.6.3, released Mar 24, 2020. New versions appear here when the developer publishes them, and members get them as automatic updates.

How do I update WooCommerce Customer Relationship Manager?

Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of WooCommerce Customer Relationship Manager automatically and keeps a backup, so you can roll back.

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