Best Woocommerce CRM Plugins to Integrate with your Store

Team Richpanel

Published on

October 3, 2024

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Why Do You Need to Integrate CRM With Your Store?

By integrating CRM software with your Woocommerce store, you can collate all sales, marketing, and customer service data under a single dashboard. By doing this, CRMs help the agents save time by giving them comprehensive customer history and insights on customer behaviour. Some Woocommerce CRM software is solely dedicated to customer service, while others are focused on sales and marketing alone. There are all-in-one customer relationship management tools and Woocommerce CRM plugins as well.

What you choose depends on your requirements and which business areas you'd like to improve. For certain, CRM integration with Woocommerce will eliminate the need for spreadsheets, handwritten notes, multiple files, and systems that exist in silos.

Integrating a CRM (Customer Relationship Management) system with your WooCommerce store can bring several benefits, including:

Improved Customer Insights: A CRM system can collect and store customer data such as average order value and previous orders, allowing you to gain deeper insights into your customer behavior and preferences.

Increased Customer Satisfaction: By providing personalized experiences, such as targeted promotions and relevant product suggestions based on customer purchase history, you can increase conversions with a more personalized customer experience.

Streamlined Marketing Efforts: A CRM integration allows you to automate marketing tasks such as email campaigns, lead nurturing, and customer segmentation, saving you the trouble of switching between multiple tools and windows. It increases agent efficiency.

Enhanced Sales Management: With a CRM system, you can track sales leads, manage sales pipelines, and analyze sales performance. This can help you identify areas for improvement and make data-driven decisions.

Better Collaboration: Teamed with collaborative features like tagging and private notes, a centralized database of customer information, your team can work together more effectively and provide better customer support.

Improved Customer Retention: A CRM system can help you track customer behavior and purchase history, allowing you to identify opportunities to retain important customers and increase repeat business.

Overall, integrating a CRM with your WooCommerce store can help you build better relationships with your customers, improve your marketing and sales efforts, and drive growth for your business.

Popular Woocommerce CRM Software to Integrate With Your Store

Here's a list of the most widely used Woocommerce CRM solutions:

1. Richpanel

Richpanel is a leading Woocommerce CRM dedicated to solving customer support issues. It takes longer than five minutes to set up Richpanel and integrate it with your Woocommerce store. It is used by over 1,500 eCommerce businesses worldwide.

**Customer Service CRM & Ticket Management Helpdesk.** **Powered by Richpanel**

Most of these eCommerce businesses that integrated Richpanel have minimized their agent-handled interactions by 50%. Its Amazon-like self-service portal allows customers to resolve many redundant queries without ever needing interaction with a customer service agent. Richpanel gives the customers power to take order actions and improves their experience, while reducing the workload on customer service representatives.

**Customer Self Service Widget Embedded on Live Chat.** **Try this Feature by Create Free Account**

For example, customers can initiate request returns, track their orders, reschedule deliveries, resolve payment queries, etc., using the self-service portal. Apart from that, you can also manage customer messages from WhatsApp, social media, SMS, and emails in one place. For each customer, you can see their product interactions, lifetime value, and order history.

**360 Degree Customer Context.** **Watch Product Demo**

Pros

Richpanel is powered by artificial intelligence (AI). It allows you to measure key customer service metrics, including resolution times, response times, and productivity. This way, your customer service agents can improve their skills.
You can conveniently customize the branding of Richpanel to match your Woocommerce store.
It lets you measure customer satisfaction scores using post-conversation surveys.
It's available in multiple languages, including English, French, Spanish, Norwegian, Dutch, and German. You can add more languages when needed.
You can easily migrate from Reamaze, Gorgias, Intercom, Helpscout, Freshdesk, and Zendesk.
Richpanel integrates with several third-party apps like Yotpo, Postscript, Aircall, ReCharge, and Smile.
It provides a powerful live chat experience to your customers.

Cons

It's not feasible for businesses with low ticket volume as it is meant to scale businesses.
A free plan is not available for Woocommerce stores.

Price

Check out Richpanel Pricing for Woocommerce Here

Learn more on how leading E-Commerce brands are redefining customer service with Richpanel -

2. Agile CRM

Agile is a widely used Woocommerce CRM software that focuses on marketing, service, and sales. This all-in-one CRM app is mobile-friendly, easy to use, fast, and affordable. The most prominent features of Agile CRM include contact management, project management, deals, landing page builder, gamification, and more.

Gamification, for instance, is a new development in workflow management. It improves employee efficiency by using interactive games that motivate, challenge, and reward them. Agile CRM is designed for startups, mid-sized businesses, and freelancers. Moreover, it supports 50+ integrations and plugins. Its free version can be accessed by up to 10 users, sufficient for small teams and solo entrepreneurs.

Pros

Agile CRM is quite user-friendly. You can set up pipelines and add custom fields without needing a developer.
It's a comprehensive eCommerce CRM system where you can create and manage custom deals, schedule appointments, launch email campaigns, build landing pages, monitor social media, and more.
Agile seamlessly integrates with PayPal, Stripe, Xero, QuickBooks, and other third-party apps.
Agile has 24/7 dedicated customer support, an incredible advantage for beginners getting started with Woocommerce CRM or WP ERP.
It is quite affordable compared to other WP CRM systems.

Cons

There is a bit of a learning curve involved in using Agile CRM. That said, you get access to an assortment of support videos and training modules on the platform.
It offers limited report customizations.

Price

The free plan is available for up to 10 users and can be used to manage up to 1,000 companies or contacts. It also offers email tracking, custom deal milestones, leads scoring, deals management, etc. And that's just for Sales! Several marketing features like email campaigns, web engagement, form builder, email template builder, and 5,000 branded emails can also be utilized. Moreover, you get helpdesk, canned responses, and reports under its Service umbrella.

The premium plans offered by this Woocommerce CRM software start at $14.99 per user per month, $9.99 billed annually, or $8.99 for two years. The Enterprise plan is its more expensive offering, and it costs $79.99 per month. Some of the paid features include automated voicemails, call recording, marketing automation, campaign workflows, social monitoring, dedicated account rep, onboarding coach, etc.

3. Salesforce Connector

This is a wonderful option if you already use Salesforce as your CRM system and sell products on the Woocommerce store. Using the Woocommerce WordPress CRM plugin, you can integrate the Salesforce CRM with Woocommerce. It will integrate all data across the two platforms, including Woocommerce orders (registered and guest), products, categories, users, etc.

The Salesforce Connector plugin will help you provide excellent customer service, maintain proper stock inventory, and increase data integrity. It does so using eShopSync, an eCommerce Salesforce integration tool developed on Salesforce. Without this synchronization, you cannot leverage customer data offered by the CRM.

These are the main features of Salesforce Connector:

Categories synchronization.
Orders synchronization.
Customers Synchronization.
Products Synchronization.

It's time to understand the pros and cons:

Pros

Salesforce Connector has a brilliant user interface (UI) and interactive design.
It can facilitate bulk data synchronization from Salesforce to Woocommerce and vice versa.
You can sync Woocommerce users as a person or business account in Salesforce.
It allows customers to view their order status on your Woocommerce store.
You can disable or enable the real-time synchronization of users, categories, products, and orders from Woocommerce to Salesforce.
It's possible to sync customer data manually if needed (also known as manual field mapping).

Cons

Salesforce Connector is not a WP CRM system per se. It acts as a bridge between Salesforce and your Woocommerce store. Hence, if you use any other CRM (or intend to do so), it is irrelevant to your online business.
It is quite expensive in contrast with other tools listed. However, you only have to pay once.

Price

There are four levels of pricing:

Business Account: $199 (one-time payment)
Person Account: $399 (one-time payment)
Business Account with Field Mapping: $499 (one-time payment)
Person Account with Field Mapping: $599 (one-time payment)

The business account is suitable for B2B deals, while the person account is ideal for B2C deals. The remaining two are perfect for small businesses and non-profits.

4. ReadyCloud

ReadyCloud CRM is an order management solution designed for eCommerce stores. The key features offered by ReadyCloud include custom reports, custom shipment labels, and multi-carrier shipment management.

You can compare rates, check carrier information, and manage orders and delivery times using this Woocommerce CRM integration. Your customers can initiate returns through their mobile devices. ReadyCloud lets you customize return policies as well.

You can easily integrate it with marketing tools like Constant Contact and Mailchimp. A unique feature provided by ReadyCloud is 'Action Alerts.' It is a growth marketing feature focused on sending text or email alerts to users based on customer behavior. Moreover, each alert can be personalized as per your requirements.

Pros

ReadyCloud is an easy-to-use and user-friendly returns portal. It is quick to set up so that you do not have to build a separate returns portal.
It is highly customizable.

Cons

Configuring ReadyCloud is time-consuming (because of the customizations) but not difficult.
Even though the CRM is affordable, there is added cost of shipping and returns solutions.

Price

The ReadyCloud CRM costs $24 per user per month. However, if you add the shipping solution, the price adds up to $39 per user per month. And if you add the product returns solution too, the price is $129 per site per month.

5. HubSpot for Woocommerce

HubSpot for Woocommerce is a plugin and WP ERP that connects your Woocommerce store with the HubSpot CRM. You will be able to build ads, send automated marketing emails, recover abandoned carts, leverage eCommerce analytics, and manage your customers and leads.

HubSpot is an all-in-one, incredibly comprehensive, zero BS CRM that you can use across customer service, sales, and marketing teams. Its free plan outshines many paid customer relationship software for Woocommerce out there. HubSpot is extensively used by startups, mid-level businesses, and large corporations.

Their generous free plan lets you manage up to a million customers or contacts. No hidden or added cost! HubSpot is designed to propel and boost your online business's growth. Even with hundreds of features, it is easy to use and intuitive. Besides, you get an extensive library of tutorials whenever you need them. The HubSpot for Woocommerce plugin will help you sync all Woocommerce data with HubSpot.

Pros

You can view your customers' email interactions, website activity, orders, and abandoned cart details in a nice timeline format.
HubSpot for Woocommerce allows you to conduct audience segmentation. Therefore, you can craft relevant content for your audience.
You can run ads on Google and social media.
You can utilize marketing automation.

Cons

The free plan does not include customer support. However, you can refer to HubSpot's knowledge base for help.
The pricing tiers are a bit complicated.

Price

The plugin itself is free. But the HubSpot CRM has both free and paid versions. There are separate plans for marketing, sales, customer service, and operations. The Marketing Starter plan, for example, costs $45 per month or $540 a year for 1000 marketing contacts.

You will need a Starter plan if you want to remove HubSpot branding from your marketing material. The Starter plan for Sales and Customer Service also costs $45 per month. The Enterprise Marketing plan costs $3,200 a month, while the Enterprise Sales and Customer Service plan costs $1,200 each.

6. Drip

Drip is an email and SMS marketing platform that integrates perfectly with Woocommerce stores. It allows users to run highly targeted campaigns with the help of audience segmentation. There is no other platform that comes close to Drip regarding precision in segmentation.

For example, you can target all customers who bought red shoes in the last two months or target customers who bought dog sweaters last month using perfectly personalized and highly relevant content.

Moreover, you can tag customers based on an array of categories. Drip is an ideal marketing automation solution for growing eCommerce businesses with high traffic and many customer segments that require advanced marketing techniques.

These are the pros and cons of Drip:

Pros

The workflow automation setup in Drip is faster and easier to understand.
You can generate customized reports based on tag growth, return on investment, email engagement, subscriber count, and more.
Leverage analytics, including lead score generation, click-through rate, open rate, etc.
Drip offers event triggers based on certain user actions, like when someone clicks on a product.

Cons

It is not a full-blown CRM and only focuses on marketing automation.
Price is relatively high compared to other Woocommerce integrations.

Price

Drip does not have a free plan. However, it does offer a 14-day free trial. Pricing begins at $19 a month, under which you get up to 500 email contacts, unlimited email sends, and email support. The price increases as the number of email contacts increases.

For 501-2,000 email contacts, Drip costs $29 per month. For 2,001-2,500 email contacts, you have to pay $39 per month, and so on. And that is just email automation. If you buy the email + SMS automation package, the prices start at $58 per month.

7. Jetpack CRM

When it comes to well-supported and self-hosted Woocommerce CRM software, Jetpack CRM stands out. If you are looking for a simple solution to support your sales efforts, Jetpack CRM is worth trying. It is ideal for small businesses, non-profits, and freelancers aiming to boost their sales.

Using this zero BS CRM, you can create lead capture forms, organize your contact database through tags, and view the entire history of your interaction with leads and contacts. It also offers several extensions, but most require you to buy a paid plan (more on that later).

Through Jetpack CRM, you can monitor customer billing and send invoices and quotes. You can even set up client portals where customers can view their billing information. Another feature worth mentioning is social integration. Jetpack makes it easy to interact with leads and customers on social media.

You are also supported by developer guides to help you personalize your CRM further. However, if you only have surface-level web development knowledge, you may need to seek the help of a professional web developer for it.

Now, let us look at the pros and cons of this customer relationship manager Woocommerce software:

Pros

Jetpack CRM lets you track every customer interaction via emails, phone calls, and meeting notes – in a single place. You get a 360° customer view through this Woocommerce integration.
It is easy to set up and integrate seamlessly with your Woocommerce store.
It offers over 30 CRM extensions.
Jetpack CRM helps you manage unlimited users and customers.

Cons

Jetpack CRM is not as comprehensive as some of the other CRM apps on this list, like Agile CRM and HubSpot.
The extensions are not available for free.
It lacks advanced features like automation and reporting found in many Woocommerce WP ERP systems.

Price

Jetpack CRM has three pricing levels, namely:

Freelancer: $11 per month billed yearly.
Entrepreneur: $17 per month billed yearly.
Reseller: $5.40 per site per month billed yearly.

As you can see, Jetpack CRM is quite affordable, and prices start as low as $11 a month. All plans include sales funnel management, contact management, company management, invoicing and payments, transaction tracking, integrations, and API access. The Freelancer plan does not offer the 30+ CRM extensions mentioned earlier. You need the Entrepreneur plan and above to use those.

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That concludes the top Woocommerce CRM software and WP ERP list that will boost your sales, marketing, and customer service efforts. Weigh the pros, cons, and prices carefully to choose a solution that fits best with your Woocommerce store.

If you are looking for a Customer service CRM for Woocommerce, Richpanel is the right choice. Try Richpanel today! It will help you reduce agent-handled interactions and enable customers to resolve most of their queries through the self-service portal offered by Richpanel.

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