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WooCommerce Customer Relationship Manager

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Customer Relationship Manager

WooCommerce Customer Relationship Manager is the ultimate tool to manage both your existing and potential customers. Designed and developed by Actuality Extensions, a development team which takes usage in actuality seriously. All the features presented below have been suggested and developed by real store users since this plugin released. Be a pro and join our community!

If you are looking for support, please click here.

Manage Your Customers

As your WooCommerce store grows, it is important to keep a track on who is spending the most and frequently. While it may be imperative to bring new orders in, it’s just as important to make sure you keep your existing customers. With this plugin, you get all the basic tools needed to maintain your loyalty with your customers – enhancing the seller to customer relationship.

Using this plugin, you can give your shop manager and WooCommerce store many great advantages:

  • View crucial customer indicators on the orders page.
  • Send emails using the stores default WooCommerce template instantly.
  • Include dynamic information in emails sent in bulk or to single recipient.
  • Place phone calls and assign products to the call for follow ups
  • Delegate agents to customers for personal management.
  • Group customers dynamically or a fixed set of customers
  • Capture vital business information for better prospect analysis.
  • Assign accounts to customers to keep a track on business to business orders.
  • Organise the Lead to Customer workflow using customer statuses.
  • Expand on the available fields using the free Advanced Custom Fields.
  • Allow your customers to edit CRM details from their My Account page.

Customer Profile

Add New Customers

Maintaining familiarity, we’ve ensured using our Customer Relationship Manager is easy for the new users and existing users. Should the fields available not be sufficient for your stores industry, don’t worry – we’ve got you covered. We have integrated with the free and popular Advanced Custom Fields.

Quick Actions

Closing a sale cannot be quicker with our quick actions. From our research and customers, we’ve realised that creating orders, viewing orders, sending an email should be done with one click (or tap).

Documents

Allow your customers to upload important documents related to your products and services. This can be done straight from the My Accounts page. Each upload has three statuses: awaiting confirmation, confirm and cancelled. You can also define what file types are accepted as well as give your customers brief instructions regarding the uploading of documents.

Customer & Lead Statuses

The workflow for some Customer Relationship Managers can be a little bit daunting. We’ve made it easier and simpler using statuses. Maintaining familiarity with the WooCommerce ecosystem, we give our users the option to assign statuses to their customers in the same way you would for your orders.

Customer Status

Key Customer Indicators

Using this plugin, a new column will be introduced to the Orders page presenting shop managers with key customer indicators. Examples of this are: whether the customer is a repeat customer, flagged customer, favourite customer or a high spending customer.

Default Statuses

Currently, there are three ways a customer is added to your WooCommerce store: registration, manually and the checkout page. We allow you to control what status the customer is depending on how they registered.

Importing & Exporting

Giving you the freedom to take your data anywhere you want, we’ve provided you with the means to export your customers along with their relevant fields. Should you need to import customers, our import wizard will accept CSV files where you can map the columns to the appropriate field.

View Customers Profile

Expanding on the User Profile, we’ve created a customer profile with shop related metadata such as purchased products, customer notes, customer orders, emails, tasks and phone calls. You can view a customers information from any of their order details page.

View Customer Profile

Branded Emails

Using your stores email template, this plugin offers the functionality to send branded emails (similar to the order email they receive) straight from the WordPress admin. This is useful for when you want to quickly remind them of important information or if you want to market a new product. Short codes can also be used to include customer related information.

Branded Emails

Phone Calls

Create and place telephone calls with your customers straight from the WordPress admin. Using the default “tel” application on your computer, you can start the phone call right away using Skype or FaceTime. While the call is taking place, you can also log important details, define its purpose, assign an order or an account, indicate whether it is inbound or outbound.

Phone Calls

Customer Notes

Notes are useful for customers to keep a track on what is going on with their orders, accounts and other business related activity. With every note, you can define whether it is private, for the customer or for the agents managing their target goals.

Customer Groups

Group your special customers and manage them more efficiently using this plugin. You can group your customers dynamically or have a fixed set list with your chosen customers. Adding customers to this list can be done right form the Bulk Actions menu on the customers page.

Not sure whether to buy? Check out our demo today to learn more about how you can take advantage of these features.

General Settings

We have made this plugin flexible and the settings available are a testament to how configurable this can be for your store.

Username Format

Choose what the username format is when a new customer is created through the plugin. This could be their first and last name or their email address.

Filters

Enable a wide range of filters to be displayed on the customers page so you can narrow down a specific set of customers.

Search Parameters

Toggle which parameters to search for when looking up customers. You can allow the search to include all fields or just the ones you want.

Money Spent

As the number of statuses in the order workflow increase throughout your stores process, you can define at what stage is the order determined towards money being sent. For example, all orders with Completed status would be counted towards this value.

From the Orders, if you click on the Customer name, it will take you to their WordPress user profile. This plugin allows you to change this link to their Customers profile.

Automatic Emails

Send an email to the customer with their username and password when creating an account for them.

Google Map Address

Define which address out of the billing or shipping should be displayed in the Google Maps canvas.

Quick Actions Window Behaviour

Have the actions open in a new window (or tab) or in the existing window. Useful if you want to multitask between different tabs.

Fetch Customers

Decide using User Roles what customers are presented in the customers page.

Guest Customers

Include or exclude guest customers from the view.

Customer Name Format

Choose to display your customers names in different formats such as Jane Doe or Doe Jane.

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