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CRMs to use with WooCommerce

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May 26, 2021

WooCommerce is a well-used plugin for adding ecommerce functionality to your site to be able to manage your customers. It is recommended to use a customer relationship management (CRM). 

There are two solid options for a CRM that works with WooCommerce — the first is Jetpack CRM.

Jetpack CRM will automatically sync new orders and customers from WooCommerce in the CRM if you use WooCommerce Connect. Jetpack CRM includes a lite CSV importer to be able to import any existing contacts you have.

Some of the features of Jetpack CRM include an invoices plugin, client manager, lead generation tool, quotes and customer proposals creation, billing system for WordPress, and business transactions manager.

The second CRM plugin option for WooCommerce is FluentCRM.

FluentCRM automatically integrates with WooCommerce and will import contacts into your CRM dashboard. You can create automations for WooCommerce using the FluentCRM plugin on your site.

FluentCRM includes a number of features such as email campaign management, 360 contact view, contact segmentation, email sequencing, email marketing automation, and granular reporting.

Using a CRM will help you be able to manage customers and leads on your site. Jetpack CRM or FluentCRM are both solid options that are easy to install and use on your site.

For 24-hour assistance any day of the year, contact our support team by email or through your Client Portal.

Luke Cavanagh
Luke Cavanagh

Luke Cavanagh, Strategic Support & Accelerant at Liquid Web, brings a decade of experience working with WordPress and WooCommerce to our product team. His GitHub page offers a glimpse into his multiple areas of subject matter expertise.

"Ninja stuff with WordPress and WooCommerce," is an apropos way to describe Luke's savviness with these platforms — and his way of influencing our organization for improving to them.

Coming out of the University of Brighton with a Business and Technology Education Council (BTEC) Higher National Diploma (HND) in 2D & 3D Design, Luke's credentials prepared him well for his current role that blends both web development and design. His HND credential leveraged his foundational learning at West Kent College, where is received a National Diploma (ND) in Graphic Design.

In his personal life, Luke is a devoted husband and teen wrangler. He considers himself a Synthwave enthusiast, Jerry Goldsmith fan, and Doctor Who aficionado. He is happy to introduce his friends and teammates to essential vocabulary for life found only in British English, such as "gubbins" and similar terms.

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