With this client management WordPress plugin, you can manage your WooCommerce store’s customers on a website conveniently.
Further, you can assign individual accounts to your customers on a website & also allow them to easily edit their CRM details from a ‘My Account Page’.
In addition to this, the WooCommerce CRM plugin provides several advanced features such as create a group of special customers, email templates, powerful admin panel, etc.
Key Features Of Woocommerce CRM Plugin –
Add New Clients
The plugin allows you to easily add new customers on your website via displaying a form with multiple fields. Thus, customers need to fill all the required fields to become a member of your website. Furthermore, you can add your own custom fields in a form if needed.
Allow Customers To Upload Documents
With this Woocommerce CRM plugin, you can allow customers to easily upload documents related to your products & services from their my account page. Also, each upload can have three different status from your side such as
- Awaiting Confirmation
Further, you can provide complete instructions to your customers for uploading documents.
Provide Different Status To Customers
You can manage multiple customers on your website by giving them different status like lead, favorite, prospect & so on. Thus, this will be helpful for you to identify your customers with different statuses.
Use Of Key Customer Indicators
This WordPress plugin has a customer indicator feature that indicates different customers like flagged, favorite, etc as special customers on the orders page.
Different Ways To Add Users On Website
With this business management WordPress plugin, you can add users to your WooCommerce store in 3 different ways such as-
- Checkout Page
Complete Customer Profile
You can view a complete profile of your customers along with all the important information such as purchased products, customer notes, customer orders, emails, tasks & phone calls.
Send Branded Emails To Customers
With this plugin, you can send branded emails to your customers using attractive templates to remind them about any important information. Also, you can promote your new products by sending emails.
Make Phone Calls To Customers
This customer relationship management WordPress plugin allows you to easily make phone calls to customers right from your admin panel.
Moreover, you can use the default ‘tel’ application on your system & contact with your customers using Skype or FaceTime. Besides that, you can also add important information about customers during the phone call.
Group Special Customers
You can group your favorite customers right from the bulk action menu on the customer page. Also, you can create a fixed list of your selected customers.
Create Customer Link
This plugin allows you to add a specific link with your customer names that will redirect you to their profiles whenever you click on names. Also, this plugin allows you to convert customer links into their profile.
More About Client Management WordPress Plugin –
- Allow your customers to keep a full track of their orders with the help of customer notes.
- You can easily import & export unlimited data regarding your customers in CSV files.
- Select any username format & display on your website for new customers, in which you can ask their first or last name, email address, etc.
- With the help of search & filter option, you can easily search for any of your customers on the customer page.
- Send automatic email to a newly registered customer with their username and password.
- This plugin lets you show either a billing or shipping address on your website’s Google Maps canvas.
- With this plugin, you can open different actions either in a new or existing window while working on multiple tasks.
- You can include or exclude guest customers from your website.
- WooCommerce CRM plugin comes with online detailed documentation for plugin installation.
- This plugin provides complete customer support to the site users regarding any queries.