WooCommerce CRM – manage your WooCommerce customers

We've been looking for a good, easy to use CRM for a while now and we were sent the WooCommerce CRM plugin to review. This is unfortunately a plugin review that isn't going to score the highest on our review. But I'll get into that later when going through the features of this plugin. First Use It's first use is actually great. The developers have taken the welcome intro wizard from the WooCommerce plugin itself and modified it for the steps required to setup the Woo CRM. This is great stuff and more WordPress plugins having this type of interface…

Review Summary

First Use - 100%
Features - 10%
Compatibility - 50%
Technical - 100%
Documentation - 100%
Cool Factor - 50%

68%

Overall

The WooCommerce CRM Plugin is a nice idea. Managing your customers in a CRM is something all sales businesses should do. However the limited features and brute force user creation that this plugin offers drags it down our ratings. Plus, you need to be using WooCommerce for your store. Otherwise it's pretty pointless.

We’ve been looking for a good, easy to use CRM for a while now and we were sent the WooCommerce CRM plugin to review. This is unfortunately a plugin review that isn’t going to score the highest on our review. But I’ll get into that later when going through the features of this plugin.

First Use

It’s first use is actually great. The developers have taken the welcome intro wizard from the WooCommerce plugin itself and modified it for the steps required to setup the Woo CRM. This is great stuff and more WordPress plugins having this type of interface on first use is welcomed.

Screen Shot 2016-01-16 at 10.21.40

Features

This is our big issue with the plugin. For $55 it seems pricey for what, it appears, to be creation of duplicate information from my woocommerce customers to bring a bit of aggregation. Hmmmm. Yes there’s some cool features like email a member or view their location on a map but there could be so much more.

For a premium WordPress Plugin that’s sold over 2,000 copies it’s quite surprising there’s not more in the bag on this one.

Compatibility

This WordPress Plugin is great. It’s super compatible with WordPress. Our major niggle is it creates users for your customers and also only appears to work on the same site as your WooCommerce installation. This means that if you run more than one store, or want your CRM to be in a different location it struggles. Technical

This plugin really isn’t difficult to use, you install it run through the wizard and it creates you your database of customers including their value of purchases and order information. It’s certainly easy enough to do.. but as highlighted above the features and what you can actually do with the CRM once it’s populated seems a bit limited to us.

Documentation

The documentation is actually pretty nice. It’s easy to follow and nicely presented. Again though with going back to the features it doesn’t really seem to do a great deal. A bit like buying a fancy car and realising there’s no real power in the engine. It’s a nice concept though and certainly shows there’s room in the market for other options.

Cool Factor

We were left with a bit of a “meh” on this one. It’s pretty cool but the features are limited which is why we’ve given it the score it’s got. We do like the idea of a cool simple to use CRM though and will continue to explore what WordPress has to offer here.

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