WooCommerce Customer Relationship Manager 3.6.3

WooCommerce Customer Relationship Manager is a WooCommerce plugin designed to help store owners manage existing customers as carefully as new orders. It brings CRM-style visibility into your daily workflow by surfacing key customer indicators directly on the orders page.

With built-in segmentation, you can group customers dynamically or keep a fixed list, then send personalized emails using your store’s default WooCommerce email template. Dynamic order/customer details can be included for bulk outreach or for a single recipient, so follow-ups feel relevant.

The plugin also supports follow-up organization through phone call tracking, product assignment for calls, agent delegation, and lead-to-customer statuses. It’s extendable with Advanced Custom Fields and lets customers edit CRM details from their My Account page.

Main Features

• Customer indicators on orders page — View crucial customer metrics where you already manage orders in WooCommerce.
• Email sending from orders — Launch messages instantly using the store’s default WooCommerce email template.
• Dynamic email content — Insert tailored information into emails sent in bulk or to individual customers.
• Phone call follow-ups — Record phone calls and assign related products to streamline outreach.
• Agent delegation — Delegate customers to agents for personal management inside your CRM workflow.
• Customer segmentation — Group customers dynamically or using a fixed set for targeted communication.
• Account assignment (B2B tracking) — Assign accounts to customers to track business-to-business orders.
• Lead to customer workflow — Organize relationship stages using customer statuses.
• Extend fields with Advanced Custom Fields — Add extra CRM fields for prospect analysis beyond the defaults.

Benefits

• Stronger loyalty — Keep recurring buyers engaged with more timely, personalized follow-ups.
• Higher conversions — Use segmentation and statuses to move leads toward customers more consistently.
• Better outreach UX — Send emails with WooCommerce templates and dynamic details without switching tools.
• More efficient operations — Delegate customer handling to agents and manage follow-ups from the orders page.
• Richer customer insights — Capture additional business information through extendable fields for improved prospecting.
• Improved data accuracy — Let customers self-edit CRM details from My Account to reduce outdated records.

Who is it suitable for?

• WooCommerce stores focusing on repeat purchases and customer retention
• Businesses with B2B accounts that need account-based tracking
• Shop managers and CRM-adjacent teams who want workflows tied to orders
• Ecommerce agencies managing multiple WooCommerce clients
• Teams that handle sales follow-ups via email and phone calls
• Marketing operators who need segmentation, bulk messaging, and customer statuses