Running a WooCommerce store means you’re already collecting valuable customer data with every order. But are you actually using that data to build relationships and drive repeat sales?
A WordPress CRM that integrates with WooCommerce transforms scattered order data into actionable customer insights—all from your wp-admin dashboard.
Why WooCommerce Stores Need a CRM
WooCommerce handles transactions, but it wasn’t designed for relationship management. Here’s what you’re missing without a CRM:
- Customer history at a glance: See all orders, interactions, and notes in one profile
- Segmentation: Group customers by purchase behavior, spend level, or product interest
- Follow-up tracking: Know when to reach out and what to say
- Lifetime value visibility: Identify your best customers
- Pre-sale pipeline: Track leads before they become customers
What to Look for in a WooCommerce CRM
Essential Features
- Automatic customer sync: New orders should create/update CRM contacts automatically
- Order history display: See purchases directly in contact profiles
- Customer value metrics: Total spend, order count, average order value
- Native WordPress: Runs in wp-admin, not a separate system
Nice-to-Have Features
- Abandoned cart tracking
- Purchase-based segmentation
- Product interest tagging
- Automated follow-up triggers
Best WordPress CRMs for WooCommerce
1. Jetpack CRM
Jetpack CRM offers the tightest WooCommerce integration—and it’s free. Both are Automattic products, so compatibility is guaranteed.
WooCommerce Features:
- Automatic contact creation from orders
- Order history in contact profiles
- Customer value calculations
- WooCommerce-specific dashboard widgets
- Product-based segmentation
Pricing: Free WooCommerce integration included.
Best For: WooCommerce stores wanting deep integration without additional cost.
2. SkunkCRM
SkunkCRM provides a clean, focused CRM experience in wp-admin. While not WooCommerce-specific, it excels at contact management and sales pipeline tracking for stores that also do B2B or service work.
Key Features:
- Native wp-admin interface
- Contact and company management
- Sales pipeline for B2B opportunities
- Activity logging
- Custom fields for any data type
Best For: WooCommerce stores with B2B sales or consulting services alongside products.
3. FluentCRM
FluentCRM focuses on marketing automation with WooCommerce triggers.
WooCommerce Features:
- Purchase-triggered automations
- Customer segmentation by products bought
- Order value-based tagging
- Abandoned cart sequences (with add-on)
Pricing: WooCommerce integration requires Pro ($103+/year).
Best For: Stores focused on email marketing automation.
4. FunnelKit Automations
Built specifically for WooCommerce, FunnelKit Automations (formerly Autonami) focuses on e-commerce automation.
WooCommerce Features:
- Cart abandonment recovery
- Post-purchase sequences
- Customer journey tracking
- Revenue attribution
Pricing: From $99.50/year.
Best For: WooCommerce stores prioritizing cart recovery and post-purchase automation.
WooCommerce CRM Use Cases
1. Identifying VIP Customers
Use your CRM to segment customers by total spend:
- VIP ($1,000+ lifetime): Personal outreach, exclusive offers
- Regular ($200-$999): Loyalty program focus
- New (First purchase): Welcome sequence, second purchase incentive
2. Post-Purchase Follow-Up
Track when to follow up based on product type:
- Consumables: Reorder reminder based on average usage
- Durables: Check-in after delivery, then maintenance/accessory offers
- Services: Satisfaction check, testimonial request
3. Wholesale/B2B Tracking
If you sell to businesses alongside consumers:
- Tag B2B customers in your CRM
- Track company relationships
- Manage sales pipeline for large orders
- Note payment terms and agreements
4. Pre-Sale Lead Management
Not everyone who contacts you is ready to buy:
- Capture inquiries as CRM leads
- Track the sales conversation
- Move to customer status when they purchase
- Maintain full relationship history
Setting Up Your WooCommerce CRM
Step 1: Choose Your CRM
Based on your primary need:
- Deep WooCommerce integration: Jetpack CRM
- Clean contact management + B2B: SkunkCRM
- Email automation: FluentCRM
- Cart recovery focus: FunnelKit Automations
Step 2: Connect WooCommerce
Enable the WooCommerce integration in your CRM settings. This typically syncs:
- Existing customers (historical import)
- New orders (ongoing sync)
- Order details and values
Step 3: Set Up Customer Segments
Create segments based on:
- Purchase frequency
- Total spend
- Products purchased
- Last order date
Step 4: Plan Your Workflows
Define what happens at key moments:
- First purchase: Welcome sequence
- Repeat purchase: Loyalty acknowledgment
- No purchase in 90 days: Win-back outreach
- High-value order: Personal thank you
Measuring WooCommerce CRM Success
Track these metrics:
- Customer Lifetime Value (CLV): Are repeat purchases increasing?
- Repeat Purchase Rate: What percentage buy again?
- Time Between Purchases: Is it decreasing?
- Customer Acquisition Cost vs. CLV: Is your marketing profitable?
Common Mistakes to Avoid
- Over-automating: Don’t send so many emails that customers unsubscribe
- Ignoring data hygiene: Duplicate contacts create confusion
- Not segmenting: One-size-fits-all messaging underperforms
- Forgetting B2B: Business customers need different treatment
- No personal touch: Automation should feel personal, not robotic
Conclusion
Your WooCommerce store is already collecting customer data—a WordPress CRM helps you actually use it. For tight WooCommerce integration, Jetpack CRM is hard to beat. For clean contact management with B2B capabilities, SkunkCRM delivers a focused experience in wp-admin.
The key is starting simple: connect your CRM, segment your customers, and build relationships that drive repeat purchases.
Ready to turn WooCommerce customers into repeat buyers? Try SkunkCRM and start managing customer relationships from your WordPress dashboard.
