EffectIO WooCommerce Customer Relationship Manager 3.5.21

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WooCommerce Customer Relationship Manager is a CRM straight in your Wordpress WooCommerce platform. Manage your customers. Filter through your customers. Version: 3.5.21

Released on: 2020-10-08

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  • All future updates for one year
  • Automatic Updates

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Guaranteed quality since 2014. All plugins works as intended and can be updated using the EffectIO Dashboard.
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WooCommerce Customer Relationship Manager is a CRM straight in your WordPress WooCommerce platform. Want to build a better relationship between your team and your customers? This plugin allows you to track orders, emails, log phone calls and give customers statuses! Complete all the required fields to keep everything in order.

This CRM integrates perfectly with Advanced Custom Fields plugin and WooCommerce Subscriptions. Take a look at some of the features below.

WooCommerce Customer Relationship Manager allows you to:

Activate your plugin by completing a setup wizard

You have to go through 3 simple steps after activating WooCommerce Customer Relationship Manager. You have to complete fields for Username, Value and User Roles, then fetch and load existing customers.

WooCommerce Customer Relationship Manager

Navigate through the General Settings Panel

Here you can find all the options saved previously in the Setup Wizard. Don’t worry! You can still change them if you like. In the filter field choose what to display on the customers page.

WooCommerce Customer Relationship Manager

Add new customers

Easily expand your customers’ list by clicking the `Add Customer` button and filling the required fields. Combining it with Advanced Custom Fields plugin will add more fields to your customers page.

WooCommerce Customer Relationship Manager

Create groups for your customers

You can analyse and manage your customers through groups. You can organize them based on attributes such as order dates, spending habits and many others.

Manage customers statuses to keep track of sales

Set your own or choose between the default statuses: favourite, blocked, flagged, prospect, lead, follow-up and customer.

WooCommerce Customer Relationship Manager

Send emails individually or in bulk

WooCommerce Customer Relationship Manager integrates seamlessly with MailChimp. You can also track your emails in the Activity Page.

Make and log your calls directly in this plugin

Make the call straight from your computer and fill in the details of your call. You can track the duration of the call and its purpose. Afterwards, see the logged phone calls afterwards in the Activity Page.

WooCommerce Customer Relationship Manager

Import or export CVS Files

Use this feature to easily manage the relationship between your team and your customers. You can filter through your customers and export lists or import them into your shop.

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What others are saying

  1. 5!!!

    edendvatri321

    This is the plugin that you need if you want to track your orders,emails etc!!!

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  2. lipasimone

    Perfect!!
    This help me everyday to track my orders, thank you!!!

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  3. martindumas8

    Perfect product, thank you!!

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  4. sekstefani

    This is MUST have product!!

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  5. Stefani Sekovska

    This plugin never stops getting better!!!

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Allows for an overview management of customers and their related accounts as well as managing the communication between your store and them.

Testimonials

Benny O'Brien@benny_obie

The quick response from a friendly team member at @effectioshop honestly caught me off guard.
Nice work!


Stuart Boyle@stuart_boyle

@effectioshop As an eCommerce developer, effectio.org has enabled me to reach higher expectations and my clients are very happy.


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