WooCommerce Customer Relationship Manager

Manage Your Customers

As you WooCommerce shop grows, it is important in imitation of hold a tune over whoever is carrying out the almost then frequently. While such may also remain essential in imitation of carry latter orders in, it’s simply as much vital after edit assured you maintain thy existing customers. With that plugin, thou reach all the basic equipment wished to preserve your loyalty along thine clients – enhancing the seller in imitation of consumer relationship.

Using it plugin, thou do commend thine save manager then WooCommerce save dense tremendous advantages:

• View quintessential customer indicators on the orders page.
• Send emails using the stores default WooCommerce template instantly.
• Include dynamic information in emails despatched among size then to alone recipient.
• Place phone calls and commend products to the name because comply with ups
• Delegate agents to clients because personal management.
• Group customers dynamically yet a fixed employ regarding customers
• Capture crucial business data for better prospect analysis.
• Assign bills to clients to hold a song on business to business orders.
• Organise the Lead to Customer workflow using customer statuses.
• Expand on the on hand fields using the free Advanced Custom Fields.

Add New Customers

Maintaining familiarity, we’ve ensured using our Customer Relationship Manager is handy because the current customers yet current users. Should the fields available now not be adequate for thy shops industry, don’t worry – we’ve bought you covered. We bear integrated including the unrestricted or popular Advanced Custom Fields.

Quick Actions

Closing a traffic cannot lie faster along our quick actions. From our research then customers, we’ve realised that creating orders, viewing orders, sending an electronic mail stay done along one click (or tap).

Customer & Lead Statuses

The workflow because of some Customer Relationship Managers may remain a younger bit daunting. We’ve made it less difficult then easier the usage of statuses. Maintaining discussion together with the WooCommerce ecosystem, we assign our customers the choice in conformity with commend statuses to their clients within the same way thou would because of thine orders.

Key Customer Indicators

Using this plugin, a new stagnancy pleasure be brought to the Orders web page imparting shop managers together with solution purchaser indicators. Examples of this are: whether or not the customer is a repeat customer, flagged customer, favorite purchaser or a excessive conclusion customer.

Default Statuses

Currently, like are ternary methods a customer is introduced in accordance with you WooCommerce store: registration, manually or the checkout page. We enable you according to power such as popularity the patron is relying of what they registered.

Importing & Exporting

Giving ye the comfort according to bust thine data somewhere you want, we’ve supplied ye including the capacity in conformity with export thy customers alongside with theirs relevant fields. Should ye necessity in imitation of income customers, our arrival wizard choice be given CSV archives the place thou do map the columns in conformity with the excellent field.

View Customers Profile

Expanding regarding the User Profile, we’ve built a client outline including keep related metadata certain so purchased products, purchaser notes, patron orders, emails, duties or telephone calls. You perform discriminate a clients statistics beyond someone concerning their system details page.

Branded Emails

Using your shops e mail template, that plugin affords the performance according to send branded emails (similar according to the order email that receive) flat-out beside the WordPress admin. This is useful because of so you need in conformity with shortly remind them about necessary data or salvo you need after demand a recent product. Short codes can additionally stay chronic according to encompass consumer related information.

Phone Calls

Create yet area telephone calls including you customers flat-out out of the WordPress admin. Using the non-appearance “tel” utility regarding thy computer, ye be able begin the phone name right away the use of Skype or FaceTime. While the name is arrival place, thou do additionally chock vital details, outline its purpose, give an discipline and an account, point out whether or not it is inbound yet outbound.

Customer Notes

Notes are beneficial because customers in accordance with keep a track of such as is operable regarding including their orders, debts then mean enterprise associated activity. With each note, you do define whether or not that is private, because the patron and because of the retailers managing theirs target goals.

Customer Groups

Group you special clients yet square them more efficaciously the use of this plugin. You may team you clients dynamically then bear a constant employ listing along thy selected customers. Adding customers to it list perform lie taken right shape the Bulk Actions bill about the customers page.

General Settings

We have made that plugin bendy then the settings accessible are a testament in accordance with what configurable this do lie because your store.

USERNAME FORMAT

Choose as the username format is then a current patron is made thru the plugin. This should stay their forward and remaining odor or their e-mail address.

FILTERS

Enable a wide extent concerning filters after stay displayed regarding the customers page hence ye perform narrow under a unique put in on customers.

SEARCH PARAMETERS

Toggle who parameters in accordance with enquire because then searching upon customers. You be able enable the search in accordance with encompass every fields then simply the ones you want.

MONEY SPENT

As the variety of statuses into the rule workflow expand at some stage in thine stores process, thou perform define at where stage is the kilter determined in the direction of cash animal sent. For example, entire orders with Completed status would stand counted towards this value.

CUSTOMER LINK

From the Orders, postulate you click concerning the Customer name, it will smoke you in conformity with theirs WordPress user profile. This plugin approves thou in accordance with trade it hyperlink in accordance with their Customers profile.

AUTOMATIC EMAILS

Send an e mail in accordance with the consumer including their username or password now developing an account for them.

GOOGLE MAP ADDRESS

Define who tackle out over the billing and transport be displayed among the Google Maps canvas.

QUICK ACTIONS WINDOW BEHAVIOUR

Have the actions start among a recent eyelet (or tab) then into the current window. Useful agreement thou need after multitask into one-of-a-kind tabs.

FETCH CUSTOMERS

Decide using User Roles what customers are presented in the customers page.

GUEST CUSTOMERS

Include and knock out visitor clients beside the view.

CUSTOMER NAME FORMAT

Choose in imitation of show thy customers names in one-of-a-kind codecs such as like Jane Doe or Doe Jane.