[REQUEST] Does anyone have this? Woocommerce Customer Relationship Management (CRM)

RainMaker

Well-known member
Trusted Uploader
May 6, 2020
227
170
50
Earth
It is diff than a few on here. Thanks!

Woocommerce Customer Relationship Management (CRM)
This WooCommerce Customer Relationship Management system will help the e-commerce store owner to keep track of leads and customers. It helps the store owner to revolutionize the pattern of marketing of the store with the help of customer data.

However, apart from e-commerce, the CRM solution is highly vital for other types of industries. It can range from banking, logistics, telecom and many more.

This WoooCommerce plugin will allow the store owner to manage the customer data much easier. So, it helps the store owner to build a strong relationship with the customer.

WooCommerce Customer Relationship Management (CRM) - 1 WooCommerce Customer Relationship Management (CRM) - 2 WooCommerce Customer Relationship Management (CRM) - 3 WooCommerce Customer Relationship Management (CRM) - 4



Features of Woocommerce Customer Relationship Management (CRM)
  • The admin and sales agent can manage leads.
  • The admin can create sales agent profile for customer management.
  • The sales agent and admin can mentor opportunities.
  • Admin can assign the leads and opportunity to the sales agent.
  • Enhance the conversion rate with customer data.
  • Saving of the lead sources to keep a track.
  • Sales agents and the admin can create Account of the customers who truned up as Opportunity.
  • Sales agents and the admin can add contact of the customer for regular follow up.
  • Admin can see graphical reperesentation of sales and profit in a dashboard section.


 

RainMaker

Well-known member
Trusted Uploader
May 6, 2020
227
170
50
Earth
Fluent CRM is waaay better.
Does more.

I just realized I have Woocommerce CRM Version 3.6.3 which is old - we do not have access to the account to update.
 
Last edited:

wizzyto

Member
Feb 1, 2020
50
11
8
Fluent CRM is waaay better.
Does more.

I just realized I have Woocommerce CRM Version 3.6.3 which is old - we do not have access to the account to update.
Can Fluent CRM be shared with us? Or is it a live service
 

maxpayneinfo

Well-known member
Trusted Uploader
Jan 5, 2021
650
1,278
100
Universe
@RainMaker i want client relationship management plugin for wp woocommerce because perfex crm to woocommerce not working so i want to manage all things in my site.. Otherwise perfex is very good software my clients using. Thanks bro
 

maxpayneinfo

Well-known member
Trusted Uploader
Jan 5, 2021
650
1,278
100
Universe
@RainMaker My issue resolved and now woocommerce store sync with Perfex so now i can do my work that i want. thanks for your answer and thanks to @Tomz for lovely platform... universe bless you all
 
  • Like
Reactions: RainMaker

RainMaker

Well-known member
Trusted Uploader
May 6, 2020
227
170
50
Earth
@RainMaker My issue resolved and now woocommerce store sync with Perfex so now i can do my work that i want. thanks for your answer and thanks to @Tomz for lovely platform... universe bless you all
Install the API module in Perfex and then install the WORDFEX plugin to WP and connect the API. then all leads etc from WP go to perfex. Works seamless.
 

RainMaker

Well-known member
Trusted Uploader
May 6, 2020
227
170
50
Earth
they are all avail at the moment up here. And they all work except the Zoom module which I am not sure if it is up here... Which are you having issues with?
 

maxpayneinfo

Well-known member
Trusted Uploader
Jan 5, 2021
650
1,278
100
Universe
i found wp-erp but not user friendly so perfex is best... now waiting for latest version .. i am sure someone will share on this lovely platform made by tomz
 

About us

  • Our community has been around for many years and pride ourselves on offering unbiased, critical discussion among people of all different backgrounds. We are working every day to make sure our community is one of the best.

Quick Navigation

User Menu