WooCommerce CRM: Why You Should Use CRM With Woo

June 2, 2023

WooCommerce CRM: Why You Should Use CRM With Woo

If you own an eCommerce business, there’s a good chance that WooCommerce is your eCommerce platform. As one of the most common eCommerce platforms, Woo can help you sell your goods and services, organize and accept payments, and track your sales and revenue. But, as your eCommerce business grows, you may find yourself needing additional help managing your business.

That’s where Customer Relationship Management (CRM) technology comes in. While Customer Relationship Management can be used for businesses of any kind and size, it’s especially helpful for growing eCommerce businesses that need help tracking and managing sales, marketing, and customer service. Whatever WooCommerce CRM software you choose, it’s important to understand how eCommerce CRM works, how it can help your business, how to pick a great Woo CRM software, and how an Atlanta WooCommerce development agency can help you manage all of your Woo eCommerce needs. 

What is CRM? 

Before we delve into how integrating CRM with your WooCommerce store can help your business, you may be wondering what CRM is. CRM stands for Customer Relationship Management, and it is a way in which businesses manage and track their relationships and interactions with their customers. CRM software allows you to easily analyze and understand information related to sales, marketing, and customer service in order to foster better, stronger relationships with your customers. As any business owner knows, one of the keys to success is to have customers that come back time and time again. Using CRM software to help manage your business can ensure that your customers have a seamless experience with your business and that your relationships with them are maximized to their fullest potential.

What functions does CRM software have?

While the exact functions of WooCommerce CRM software can change depending on what software you choose to integrate with your Woo store, every good eCommerce CRM software will be able to provide you with several services. These services include:

  • Tracking customer data such as sales orders
  • Assisting with customer service and customer interactions
  • Providing sales support to maximize your potential customer value

Tracking Customer Data

The first of these services is to help track your customer’s data to improve your marketing efforts. CRM software can organize your customers’ contact information, communications preferences, and purchase history. This allows you to easily understand how any given customer wants you to connect with them and what information they may be interested in receiving. Using this knowledge can help you tailor your marketing efforts to the things that your customers are truly interested in, helping you more effectively target them with information that can lead to additional sales in the future.  For example, by using a CRM, you can easily create an email marketing campaign that targets specific customers based on their products purchased.

Assisting With Customer Service

CRM software can help you with your customer service efforts by tracking every communication with them as well as tracking their data. In the same way that using the customer data that CRM provides for improving marketing efforts, you can use this customer data to effectively manage your customer service, giving you the information you need in order to keep your happy customers happy while effectively assisting frustrated customers.

Providing Sales Support

Because CRM can help you understand your sales information like what customer purchased what good or service, what goods or services are the most popular, and other sales-related data, properly utilizing this data can help support your sales efforts. Use this information to track your leads and convert them from leads into customers.

How does eCommerce CRM differ from traditional CRM?

There are a large number of CRM solutions available because CRM is helpful to so many different kinds of businesses. If you’re looking into integrating CRM and Woo, we suggest you use software that is specifically designed for eCommerce CRM. A Woo CRM will have more features that are tailored to the needs of an eCommerce business owner. Some of these features can include conversion rates, analytics on sales, the ability to track orders, and inventory management and targeting new sales based on previous eCommerce purchases. Using CRM software that is designed for eCommerce gives you the many benefits of traditional CRM software while also giving you bonus features that will help you more effectively manage your eCommerce store and your relationships with your customers.  

How can integrating CRM WooCommerce software help your eCommerce business?

Integrating an eCommerce CRM with your WooCommerce store can help your business grow, improve your customer experience, increase customer loyalty, and better track sales data to more effectively manage your business.

Improve Customer Experience and Increase Customer Loyalty

Having the ability to collect and analyze your customers’ data can help you gain a better idea of what your customers’ preferences are, what their purchasing behaviors are, what their pain points are, and how you can better serve their needs. By taking this information and carefully integrating it into your business strategy, you can successfully improve your customers’ experience when buying your products or services. They will feel as though you are truly paying attention to their needs and providing them with what they actually want to spend their hard-earned money on. This increased satisfaction will naturally lead to greater customer loyalty, as they will feel confident that they can safely give you their business, knowing that you will provide them with quality service, tailored products, and goods they actually want to use.

Tracking Sales Data To Grow Your Business

One of the most tedious parts of owning an eCommerce business is having to track and examine a large amount of sales information and data. From what your revenue is, what your most popular products are, and what kinds of customers like what kind of service, there’s a lot to shift through to properly understand your business. Using a Woo CRM makes tracking your sales data easy, allowing you to understand the trends and information that you need to know to make better business decisions, focus on what sells, and effectively grow your eCommerce business.

Picking an eCommerce CRM and Integrating It Into Your WooCommerce

Now that you understand what CRM systems are, how they work, and how they can help you grow your business, it’s time to learn how to pick the best eCommerce CRM for you and how to integrate it with your existing Woo store. There are a few things to consider before choosing which CRM software you would like to use and integrating it into your store:

  • Is it designed for WooCommerce?
  • Does it work seamlessly with any other tools or apps integrated with your Woo?
  • How does the integration work?
  • Do you need to hire an eCommerce management service to help you?

Designed for WooCommerce

The first thing to consider when choosing your CRM solution is whether or not it is specifically designed to work with WooCommerce Successfully managing your WooCommerce store requires specific information such as analytics, conversion rates, order tracking, and inventory management that traditional CRM software may not be able to provide you with. That’s why it’s crucial to choose a CRM solution that is specifically tailored to provide business owners with information on their Woo stores. Doing so will allow you to reap the most benefits from the data your CRM collects for you.   There are many, many CRMs out there with solid integrations with Woo including FreshSales and Zoho Sales which our team has had good success with. Here are two of the most popular CRM platforms that have deep integrations with WooCommerce:


Started in 2012, Klaviyo is one of the largest and fastest-growing CRMs that was built specifically for eCommerce businesses. This is obvious through the functionality and easy workflows available in the platform. The platform focuses heavily on targeting users based on their WooCommerce interactions and purchases and sending out automated emails and texts based on your automations. Klaviyo has one of the easiest automation platforms to set up eCommerce drip campaigns based on customer demographics and data. Their deep integration with Woo makes setup a breeze as well.  Our team is an official partner at Klaviyo and has had great marketing success using Klaviyo with clients who focus entirely on eCommerce for their business.


The 500-pound gorilla (or chimp I dare say), MailChimp is a robust and feature-rich platform that has become one of the most popular digital CRMs in the world. MailChimp not only focuses on eCommerce, but can help with the entire marketing cycle from maintaining pay per click ads to A/B testing product pages on your website. For a long time, MailChimp did not have a good integration available for WooCommerce, but luckily this has changed as of late. MailChimp’s native Woo integration brings in all your customers’ information and purchase data for easy targeting and automation setup. If you are looking for a well-rounded CRM that doesn’t just stick to eCommerce, MailChimp is an all-around winner. Our team has been an official partner for MailChimp for many years and continues to work with clients consistently using their CRM platform.

Works Seamlessly With Other Tools

If you already have other tools or applications integrated with your WooCommerce store, you want to be careful to choose a Woo CRM that is able to seamlessly work hand-in-hand with these applications. Otherwise, you run the risk of causing problems that will keep your CRM and your other tools from working properly, or even affect your WooCommerce store functionality itself.

Understanding Integration

Once you’ve picked out which eCommerce CRM you would like to use, the next step is to understand how to integrate it with your Woo store. There are a few different ways in which CRM solutions can be integrated, and each of these comes with its own pros and cons. 

The first integration method is to use CRM integrations available via the WooCommerce Marketplace. Many WooCommerce plugins are designed with ease of access in mind, specifically for eCommerce store owners who may not have the knowledge of code or technology required to use a different integration method. If you choose this method, make sure that the app you select is designed for your CRM and has all of the features you need to successfully run your business. 

Sometimes your CRM may not have a native or third-party integration available which means you need to write your own custom code to talk with the CRM through their API.  If you have the knowledge, you can write code that allows your CRM solution to give and receive information from and to your WooCommerce store using their API such as a REST API. While doing this lets you understand and take complete control of your CRM solution, the reality is that coding can be difficult and many Woo owners don’t have the skillset or the time to sit down and write the code that would do this. If your CRM of choice does not have an off-the-shelf integration with WooCommerce, this might be the only choice available though. Luckily, you can hire a WooCommmerce developer like our team to help you with the integration.

Hiring an eCommerce Management Service

If you want to use an eCommerce CRM but aren’t sure how to integrate it with your Woo store, it would be worthwhile to hire a WooCommerce maintenance and support service to do it for you. These companies like Inspry are experts at managing all aspects of an eCommerce business from setting it up to helping you pick and incorporate a WooCommerce CRM. 

At Inspry, we understand that setting up and managing your eCommerce store is a complex and time-consuming process. That’s why we are dedicated to providing you with the highest level of service to aid you in successfully managing your Woo store, tracking your data, and growing your business. If you’re interested in learning more about how our Atlanta WooCommerce development agency can help you with needs, contact us today.

Matt Schwartz is an accomplished entrepreneur and technology expert based in Atlanta, Georgia. He is the founder and CEO of Inspry, a WordPress and WooCommerce web development and maintenance web agency that has been providing cutting-edge technology solutions to clients since 2011. With over a decade of experience in the industry, Matt has become a respected figure in the web development community and has helped numerous businesses achieve their digital goals.