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WooCommerce Customer Relationship Manager

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4.09 out of 5 based on 21 customer ratings
(21)

55$ or Download Free Trial Version

WooCommerce Customer Relationship Manager – WooCommerce allows you to manage and sell products online, beautifully as well. Our plugin extends this experience to allow you to manage your customers just as well, and of course, beautifully. This plugin enables you to send emails to one or many customers at once.

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Version: v3.3.0
Created: 29 September 2013
Last Update: 24 April 2017
Author: actualityextensions

WooCommerce Customer Relationship Manager

WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager
WooCommerce Customer Relationship Manager

Change Log

= 3.3.0 - 2017.04.20 =
* WooCommerce 3.0 compatibility.
* Fix bug appearing on orders page from WC3 update.
* Fix bug with select2 boxes on calls, tasks and customers.
* Fix bug layout style of customers page.

= 3.2.1 - 2017.03.31 =
* Fix bug with screen options not being preserved on Customers page.
* Fix bug with orders page being affected by customers page.
* Fix bug with View Customer button not showing.
* Tweak to notices appearing.

= 3.2.0 - 2017.03.27 =
* Tweak to add buttons for accounts, tasks and call.
* Tweak to layout of the customers profile page.
* Feature added to sort customers by agents assigned.
* Feature added to sort customers by date of birth.
* Feature added to sort customers by location.
* Feature added to define the address of the Google Map.
* Feature added to sort tasks by filter.
* Feature added to sort calls by filter.
* Feature added to automatically uppercase first letter of first and last name as well as copy into billing and shipping fields.
* Feature added to include shortcodes in emails.
* Fix bug of call icon not loading correctly on new call page.
* Fix bug of call timer not staying straight when timing.
* Fix bug of call actions on new call page.

= 3.1.6.2 - 2017.03.03 =
* Fix bug with Google API keys not working on SSL sites.

= 3.1.6.1 - 2017.02.24 =
* Tweak to language files.
* Feature added to set search parameters.

= 3.1.6 - 2017.01.15 =
* Feature added where customer notes can be added and sent to the agent, customer or both.
* Feature added where Agents can only see their assigned agents (user role added).
* Tweak to exporting of large numbers.

= 3.1.5.3 - 2016.12.24 =
* Tweak to filter to filter agents.

= 3.1.5.2 - 2016.12.19 =
* Tweak to Setup Wizard CSS.

= 3.1.5.1 - 2016.12.14 =
* Fix bug with setup not initialising.
* Fix bug with MailChimp.

= 3.1.5 - 2016.11.10 =
* Fix bug with customer filters not working with groups.

= 3.1.4.6 - 2016.10.19 =
* Fix bug with address not showing on Google Maps after API key is updated.
* Fix bug with telephone not appearing in export.

= 3.1.4.5 - 2016.10.14 =
* Fix bug with import not working correctly.
* Fix bug with Google Maps API not allowing to enter. You need to now enter your own API key under Settings page.

= 3.1.4.4 - 2016.09.02 =
* Fix bug with importing customers using CSV tool.
* Fix bug with bulk emails not being sent properly.
* Fix bug with the update customers function.
* Feature request to set what is displayed instead of username.

= 3.1.4.3 - 2016.07.28 =
* Added Russian language.
* Tweak to layout page.

= 3.1.4.2 - 2016.07.13 =
* Fix bug with support for WC2.5.x.

= 3.1.4.1 - 2016.06.16 =
* Fix bug with setup wizard not appearing after activation.
* Fix bug with pre WC2.6 support.

= 3.1.4 - 2016.06.15 =
* Fix bug with WC 2.6 upon activation.
* Tweak to customer status icons.

= 3.1.3.2 - 2016.05.12 =
* Fix bug with groups not working correctly.
* Fix bug with activation on latest PHP.

= 3.1.3.1 - 2016.04.21 =
* Fix bug with font icons with Order Status & Actions manager.

= 3.1.3 - 2016.04.20 =
* Fix bug with tasks metabox not appearing on customers page.

= 3.1.2 - 2016.04.18 =
* Tweak to call timer when using call, time is displayed in admin bar.

= 3.1.1 - 2016.04.16 =
* Feature added to allow you to delete customers. Notification will appear with instructions on what to do with existing order and linked WP User profile.

= 3.1.0 - 2016.04.11 =
* Feature added where you can add tasks to customers.
* Tweak to placing call page.
* Tweak to loading customers in large sizes.

= 3.0.5 - 2016.02.15 =
* Fix bug with customer link on Orders page not going to customer.
* Fix bug with activity page not being sortable.

= 3.0.4 - 2016.02.02 =
* Fix bug with customers not being added for some users.
* Fix bug with customers not updating properly.

= 3.0.3 - 2015.12.11 =
* Fix bug with setup wizard not loading customers.
* Fix bug with export not working correctly.

= 3.0.2 - 2015.11.06 =
* Fix bug with automatic emails being sent when they shouldn't upon customer creation.

= 3.0.1 - 2015.09.23 =
* Fix bug when sorting customers by value spent.
* Fix bug for the Advanced Custom Fields integration.
* Fix bug with the default status used for registration.
* Tweak to documentation link and referral link.

= 3.0 - 2015.09.15 =
* Refactored entire plugin.
* Feature ability to edit guest users.
* Feature setup wizard for quick and easy installation.
* Tweak to logging call page.
* Tweak to logging email page.
* Tweak to activity page.

= 2.6.13 - 2015.08.17 =
* Fix bug with payment method not being defined for customers.
* WooCommerce 2.4 compatibility.
* WooCommerce Subscriptions integration.
* Groups for WooCommerce integration.
* Fix bug with products purchased not correct.

= 2.6.12 - 2015.07.13 =
* Fix bug with order statuses not appearing properly within customer profile.
* Fix bug with Google Maps not appearing on HTTPS sites.
* Fix bug with billing/shipping address not appearing until clicking on the edit pencil.
* Fix bug with categories of user not working correctly.
* Fix bug with Guest values being the same.
* Feature to assign agents to customers (work in progress).
* Tweak to the import function, can now map fields from CRM to the imported CSV file.
* Tweak to the notes page and tidying of CSS.

= 2.6.11 - 2015.06.25 =
* Fix bug with activation and customer groups error.
* Fix bug with mailer not working properly.
* Feature included NL language.
* Tweak to documentation links now in plugin links.

= 2.6.10 - 2015.06.17 =
* Fix bug with customers not appearing.
* Fix bug with emails not being sent.
* Fix bug with syntax upon plugin deactivation.
* Feature added to define default customer statuses.
* Feature added with Products Purchased table showing more details on products purchased.
* Tweak to searching by email.

= 2.6.9 - 2015.06.09 =
* Fix bug with emptying trash for activities after deleting them.
* Fix bug with groups not being pulled correctly.
* Fix bug with customers not showing for some users.
* Fix bug with tables not being collated correctly.
* Feature with new table on customers profile page called 'Products Purchased'.
* Tweak to when not adding all items to the customer profile page.

= 2.6.8 - 2015.05.20 =
* Feature added to disable the automatic emails that are sent when adding a customer.

= 2.6.7 - 2015.05.18 =
* Fix bug with activity showing for all customers.
* Feature added where you can define the from name and email address when sending an email.
* Tweak to the customers page, email address field is required.
* Fix bug with no customers showing for some users.

= 2.6.6 - 2015.05.12 =
* Fix bug with customers not adding/showing after recent update.
* Feature of filtering customers based on their status.

= 2.6.5 - 2015.04.05 =
* Feature added to customer profile page; avatar, value and number of orders.
* Feature added to customer profile page; more fields related to leads.
* Fix bug with customer notes not saving.
* Fix bug with customer groups not appearing.
* Fix bug with new order not being pre-filled.
* Fix bug with MailChimp checks.
* Fix bug with admin menu editor conflict.
* Fix bug with debugged log of formatted address.
* Tweak to the address layout.
* Fix bug with unique identifier issue.
* Tweak to the customer table page.
* Fix bug with related to window on create call page.
* Fix bug with order statuses filter.
* Tweak to the email, remove the blog name from email.
* Tweak to the name format of the customer table.
* Tweak to the icons on the actions panel.

= 2.6.4 - 2015.04.24 =
* WordPress 4.2 support.
* Fix bug for XSS vulnerability.
* Fix bug when sending emails.
* Fix bug with registered customers not showing.
* Tweak to customer and column pages.  

= 2.6.3 - 2015.03.27 =
* Tweak to sales icon on the Customers page.
* Fix header bug when making a call.
* Added ability to add accounts for customers.
* Move customer status to settings.
* Remove date in groups, fixed groups.
* Strict error bug.

= 2.6.1 - 2015.03.12 =
* Fixed Advanced Custom Fields bug with date picker and Google Maps.
* Remove select2 filters from the customers page.

= 2.6 - 2015.03.09 =
* WooCommerce 2.3 compatibility.
* Fix bug with order status not showing to some users.
* Fix bug with guest customers not showing to some users.
* Restored sorting of number of orders.
* Fix issue with exporting customers.
* MailChimp bug fixed.
* Added ability to add customer to groups from Customer Details page.

= 2.5.8 - 2015.02.05 =
* Tweak texts around the plugin to give further clarification.
* Fix bug with email not appearing (for some users).
* Fix bug with MailChimp API.
* Fix add customer error (for some users).
* Fix last order date not showing upon installation and after.
* Fix jQuery issue with chosen plugin.
* Fix order status not showing on filters.
* Fix bug with new order and customer information being passed on.

= 2.5.7 - 2015.01.19 =
* Fix conflict with WooCommerce Memberships plugin.

= 2.5.6 - 2015.01.15 =
* Fix fatal bug regarding user email not defined.
* Fix bug with customer icon now showing.
* Localisation support for DE.

= 2.5.5 - 2015.01.13 =
* Tweak SQL functions to allow more records to load, store and process.
* Fix bug when editing email addresses.

= 2.5.4 - 2014.12.29 =
* Fix bug with Google maps not appearing.
* Fix bug with WooSidebars compatibility.

= 2.5.3 - 2014.12.23 =
* Fix bug with importing customers.
* Fix bug when ACF fields not appearing.
* Fix bug with order notes.

= 2.5.2 - 2014.11.21 =
* Feature added in creating custom customer status.
* Fix bug with exporting contacts.

= 2.5.1 - 2014.11.18 =
* Fix with ACF bugs, sorry about this.

= 2.5 - 2014.11.17 =
* Feature integration with Advanced Custom Fields now supported.
* Feature importing customers is now possible.
* Feature where you can set what the username will be when adding a customer.
* Fix bugs when adding a new customer.

= 2.4.6 - 2014.10.28 =
* Feature added, multisite support.

= 2.4.5 - 2014.10.27 =
* Fix bug with automatic customer table update.
* Fix bug when relating calls to orders/products.

= 2.4.4 - 2014.10.24 =
* Feature added localisation, sorry for the wait.
* Tweak to 'Related Products' when making a call.
* Fix database handling.

= 2.4.3 - 2014.10.11 =
* Feature added where you can now decide how customers are loaded in the customers table.
* Tweak to the groups feature.

= 2.4.2 - 2014.09.29 =
* Feature added where you can view a Google map of the customers.
* Tweak to the page title of when you view a customer.
* Fix bug with the Orders Status and Product Category filter.

= 2.4.1 - 2014.09.27 =
* Feature added to assign what orders can be shown as Number of Orders and Total Value in customers table.

= 2.4 - 2014.09.10 =
* Feature compatibility for WooCommerce 2.2.
* Tweak unused files have been removed.
* Tweak to the customer status.
* Tweak to the menu order.

= 2.3.4 - 2014.07.29 =
* Fix customers page showing added customers, customers with customer role and purchasing customers.
* Tweak integration with POS plugin to show customers added through that plugin.
* Tweak the follow up page after adding a customer.

= 2.3.3 - 2014.07.15 =
* Fix order of customers when sorting through them.
* Feature added to set what page loads when clicking on customer name on Orders page. This can be configured via Customers > Settings > Orders Page.
* Tweak to emailing page, when sending emails without subject, a warning message is displayed.
* Tweak to activity email page, now shows what email address was sent from and what email addresses were sent to.
* Fix customers appearing even though no orders and user profile.
* Fix number of orders appearing for uncompleted orders.

= 2.3.2 - 2014.07.14 =
* Fix Total Value sales are showing completed orders only.
* Feature added telephone number when placing a phone call.
* Fix bug when filtering customers and going to next and previous pages.
* Tweak to the orders page to view the customer directly.

= 2.3.1 - 2014.07.10 =
* Fix table displaying no customers.

= 2.3 - 2014.07.09 =
* Fix customers not showing bug.
* Feature added more fields to set Brands (official WooThemes extension).
* Feature added more fields to set Product Category.

= 2.2.1 - 2014.07.07 =
* Fix username formatting on customers page.
* Fix searching customers on customers page.
* Fix triple status icon issue.

= 2.2 - 2014.07.04 =
* Tweak with loading speed for 1000+ customers.
* Fix bug with date sorting.

= 2.1.2 - 2014.06.03 =
* Fix bug with email being displayed when exporting customers.
* Fix bug when emailing multiple customers.

= 2.1.1 - 2014.05.25 =
* Fix bug when customers status icon was not showing.
* Fix bug when view icon was not showing.
* Fix response time.
* Fix blank screen issue.

= 2.1 - 2014.05.20 =
* Feature added where you can add groups static or dynamic.
* Fix bug when new customer is added via shop, status is automatically "Customer".
* Tweak filters to include "Customer Status" now.
* Fix filter for searching for customers.
* Tweak in the settings, moved into separate page.

= 2.0.2 - 2014.05.13 =
* Fix a few bugs related to viewing customer and editing their details.
* Fix a few bugs related to customer status losing details.

= 2.0.1 - 2014.05.13 =
* Feature added where you can now add a customer and it appears in the customers table without order being made.
* Fix a few bugs when WP_DEBUG mode was turned on.
* Tweak when adding a customer, user created with default role as "Customer".

= 2.0.0 - 2014.04.03 =
* Feature added where you can now log a call.
* Feature added where you can now log email.
* Feature added where you can add customer.
* Feature added where you can view customer activity i.e. call or email.
* Feature added where you can choose what filters to have.
* Feature added where you can set a customer status i.e. lead, blocked etc.
* Feature added where you can add a customer note.
* Fix a few bugs with emailing, logging calls and activity.

= 1.4.1 - 2014.02.20 =
* Feature added where you can filter between users and guests.
* Feature added where you can filter for last 24 hours.
* Tweak for font icons in action buttons. 2.0.x support has gone.
* Fix bugs of adding notes 2.1 issue.
* Fix bugs of linking variations 2.1 issue.
* Feature email logs are now displayed.

= 1.4 - 2014.02.12 =
* Feature added where you can search customers by name, email address and phone number.
* Fix for when sending emails, no longer breaking paragraphs.
* Tweak to the email handling.

= 1.3.5 - 2014.02.07 =
* Tweak made to the menu, now a separate menu called Customers.
* Tweak made to use latest font icons to match WordPress 3.8.

= 1.3.4 - 2014.01.31 =
* Fix the screen options number of customers to show on page.
* Fix alignment for filters.

= 1.3.3 - 2013.11.30 =
* Feature implemented where you can now filter customer by States & Cities.
* Feature implemented where you can enter your custom email address when you send an email.

= 1.3.2 - 2013.11.15 =
* When products are deleted, customers are still shown with their orders in place. This corrects the ?blank issue? issue on some WordPress installations.

= 1.3.1 - 2013.10.19 =
* MailChimp API class renamed to prevent collisions with certain themes or plugins. This corrects the "blank page" issue on some WordPress installations.

= 1.3 - 2013.10.14 =
* Filter by product feature added.
* Listing now contains all values of ONLY complete orders, not ALL orders.

= 1.2.2 - 2013.10.09 =
* Listing now contains Total amount of ONLY complete orders, not ALL orders.

= 1.2.1 - 2013.10.02 =
* Quotes between terms added to CSV export file.
* Minor code reformatting and adjustment, CSS fixes.

= 1.2 - 2013.09.29 =
* Added a new Action button allowing users to Call Customer using Skype etc.

= 1.1 - 2013.09.25 =
* Added possibility of exporting customers in CSV format.

= 1.0.1 - 2013.09.20 =
* Width for Actions column is now in PX instead of % to ensure all view frames can view actions.
* Telephone column added.

= 1.0 - 2013.09.09 =
* Initial release!
Software Version

WordPress 4.3, WordPress 4.3.1, WordPress 4.4, WordPress 4.4.1, WordPress 4.4.2, WordPress 4.5, WordPress 4.5.1, WordPress 4.5.2, WordPress 4.5.x, WordPress 4.6, WordPress 4.6.1

Files Included

JavaScript JS, CSS, HTML, PHP, Layered PNG

Compatible With

WooCommerce 2.4.x, WooCommerce 2.5, WooCommerce 2.6.x

High Resolution

Yes

21 reviews for WooCommerce Customer Relationship Manager

  1. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    I’ve asked for support and never, I filled their endless support form and nothing. They argue that i didn’t fill anything and its false because i’ve proof. It just doesn’t work. Don’t buy this piece of /()”$%· plugin.

  2. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    Purchasing online, it never works and we havent become any help with these disfonctions ! we don’t recommand it at all

  3. WooCommerce Customer Relationship Manager
    5 out of 5

    :

  4. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    plugin just crashes with any decent number of customers or orders.

  5. WooCommerce Customer Relationship Manager
    3 out of 5

    :

    Groups function doesn’t work and for the 6 months i’ve owned it has never worked.

  6. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    The customer support form requires you to hand over all of your login in details (wordpress) so they can debug your site? From my COLD DEAD HANDS…. Just need to know where my customer export file is going…
    I set it up and apply the bulk action in customers and nothing happens…
    Starting to think i wasted my money

  7. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    Dont filter by categories by dynamic groups

  8. WooCommerce Customer Relationship Manager
    5 out of 5

    :

    Works Great just what I was looking for

  9. WooCommerce Customer Relationship Manager
    5 out of 5

    :

  10. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    We ‘re running a Woocommerce installation with various customisations and upgrades are a major endeavour. We’re currently running 2.5.5, and this plugin only works on 2.6, which wasn’t clearly stated upfront. We realised that due to a series of “fatal errors” during installation and hence decided not to use the plugin and i asked for a refund. Their support took 6 days to get back to me with an unfriendly decline. Very outdated way of dealing with customers.

  11. WooCommerce Customer Relationship Manager
    3 out of 5

    :

    to be good your plugin needs to offer a follow ups services too.

  12. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    Stopped working entirely. Setup wizard just stalls out.

  13. WooCommerce Customer Relationship Manager
    5 out of 5

    :

  14. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    When are you going to fix mobile functionality? On a mobile device the plugin is unusable.

  15. WooCommerce Customer Relationship Manager
    4 out of 5

    :

    Hello All, Please disregard my previous review. It’s time for me to eat a slice of humble pie. In all fairness, I did not give the author the opportunity to reply, and over reacted. Since then, I have posted a new support ticket and the people at Actuality Extensions are working to resolve the issue. I am confident the issues will be resolved in a timely manner. Also, they have several other plugins that will be purchasing later this week or even later today. All in all – the combination of plugins these guys put together are very good and provide the flexibility on the backend of my site that we so desperately need! And they support their products. I will post a followup later, but I didn’t want to clear the air for now. Thank you!
    Donsar

  16. WooCommerce Customer Relationship Manager
    5 out of 5

    :

    Very good all around and reactive updating when required due to WooCommerce changes! Good job!

  17. WooCommerce Customer Relationship Manager
    5 out of 5

    :

    Awesome plugin. A must have for any Woo site!

  18. WooCommerce Customer Relationship Manager
    3 out of 5

    :

    This plugin works well in what it can do, and seems like it should be really useful, especially considering there’s no native WooCommerce alternative, nor any real competition. It’s not broken and buggy. However, for my needs, it is lacking at least two critical basic features for getting info into and out of the database. 1. There is no way to capture leads into the system via a basic form. This was promised over a year ago but not delivered. You have to manually enter each person unless they have already made a purchase on your website. (CRMs are in large part a way to *get* customers, not just keep them.) 2. The export function doesn’t actually export the CRM fields, just the WooCommerce billing info. As with the above issue of wanting more than just a management system for existing customers, it might be a work-able solution to use another CRM and set up an import/export workflow to keep this up to date…but without the basic export option, this isn’t possible. My inquiries about these critical features were responded to with promises that they’d soon both be available, but I’m giving up waiting and I’m moving on and will be looking at other solutions. This plugin would be good if your business only operates inside WooCommerce. However most real businesses require other methods of adding potential or existing customers to your sales pipeline (as opposed to just people who buy from your online store) and for that scenario this CRM falls short. Here is an excellent analysis of the challenges of buying plugins like this, found on another review site, but that perfectly sums up my experience waiting for over a year for this developer to deliver minimum viability features:
    wpmayor.com/best-hotel-reservation-plugins-for-wordpress/#comment-14298

  19. WooCommerce Customer Relationship Manager
    1 out of 5

    :

    No support on this item! I wrote them via zendesk 5 days ago, it was said that they will reply in 72 hours, but 5 days left and it’s no even a letter!!

  20. WooCommerce Customer Relationship Manager
    5 out of 5

    :

    Pretty good CRM solution.
    Some points are little disappointed. But, overall function & purpose is pretty good – think about the price !!!! : )

  21. WooCommerce Customer Relationship Manager
    5 out of 5

    :

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