CRMs for WooCommerce

WooCommerce provides robust control and adaptability, allowing you to tailor the platform to your specific needs. When it comes to CRM, its significance varies based on your unique business context. The essential functions of client relationship management can differ from one business to another, and they are often influenced by the nature of your products or services.

Contact Management in WooCommerce:
To effectively manage client relationships within your accounting practice, WooCommerce offers comprehensive contact management capabilities. This includes the ability to securely store and organize vital client information, such as names, addresses, email addresses, phone numbers, and relevant notes pertaining to their financial accounts.

Task Management in WooCommerce:
WooCommerce provides task management tools that are essential for staying on top of client-related deadlines, appointments, and crucial accounting tasks. Features like to-do lists, calendars, and reminders help you efficiently manage your workload.

Document Management in WooCommerce:
Accountants often deal with sensitive client documents such as tax returns and financial statements. WooCommerce's document management features enable you to securely store, organize, and share these critical documents with your clients. This ensures data security and seamless document management.

Invoicing and Billing with WooCommerce:
WooCommerce is equipped with invoicing and billing functionalities designed to streamline your accounting practice. You can effortlessly create and send invoices to clients, track payments, and improve the efficiency of your billing processes.

Customization in WooCommerce:
WooCommerce recognizes that the requirements of accountants can vary widely. Therefore, it offers robust customization options, allowing you to tailor the platform to your specific needs. Create custom fields, workflows, and reports to align WooCommerce with your unique accounting requirements.

Integration with Accounting Software in WooCommerce:
For seamless operations, WooCommerce offers integration with popular accounting software such as QuickBooks and Xero. This integration minimizes double data entry, reduces the risk of errors, and optimizes your workflow.

Security in WooCommerce:
Accountants handle confidential financial information, making security a top priority. WooCommerce includes advanced security features, including data encryption, user authentication, and backup and disaster recovery options. Your clients' data remains protected at all times.

When choosing a CRM solution for your small accounting practice, prioritize a WooCommerce setup that delivers robust contact, task, and document management features, invoicing and billing capabilities, customization options, integration with accounting software, and top-tier security measures. By embracing a WooCommerce-powered system that fulfills these criteria, you can enhance productivity, better manage client accounts, and foster the growth of your accounting business.



Capsule CRM


Capsule CRM is a user-friendly customer relationship management tool that …

Capsule CRM is a user-friendly customer relationship management tool that helps businesses manage their contacts, sales pipeline, and tasks. It offers integration with WooCommerce, allowing businesses to streamline their e-commerce operations by tracking customer interactions, managing orders, and automating sales workflows. Capsule CRM’s customizable sales pipelines, insightful reporting, and easy-to-use interface make it an ideal solution for WooCommerce users who want to improve their sales processes and customer relationships.

Visit WebsiteRead Review

If your CRM is suitable for this industry and you would like to see it here,  please contact us.

If your CRM is suitable for this industry and you would like to see it here,  please contact us.


Founded in Bulgaria in 2014, and designed for WooCommerce, Metrilo is a CRM that allows users to automatically build a sales pitch for each customer from the very first contact by recording all their actions. Users will also be able to import historical customers.  Metrilo starts tracking visitors as soon as they engage on the user’s website. When they register or make an order, all info and actions are put together in their customer profile ensuring everything done on the site will be accumulated there, session by session, building a detailed view of the customer or potential customers’ actions, allowing the user to engage fully with customers. All the actions and stats Metrilo tracks form the basis of a rich segmentation. With over 30 filters and filter combinations, users can generate marketing opportunities. With just a few clicks, the high spenders that haven’t been active in the past month can be reached, allowing the user to send out an email that might sell to them again.

Explore all functionalities at no cost for a 14-day trial, and afterward, choose the plan that best suits your needs:

  1. Essential
    • $99 per month
    • Billed annually at $1190
  2. Pro
    • $165 per month
    • Billed annually at $1990
  3. Premium
    • Starting from $249 per month
    • Billed annually at $2990

Enjoy unlimited team members across all plans.

View ProfileVisit Top CRMs


If you have a WooCommerce website/store, you can connect it to your Ninjodo account using the WooCommerce plugin. Your customers and their orders will be synced in real-time with this account. You can also import all your historical customers and orders to get all that previous history with the push of a button. This one has a few parts to it, but it only has to be done once. Ninjodo offers support as well as an easy-to-follow guide. The pricing plans are formulated to try and accommodate businesses of all sizes. Please visit the website for a full breakdown of these plants. A free trial is offered.

View ProfileVisit Top CRMs

Zero BS CRM Rebranded and Relaunched as Jetpack CRM in July 2020

Zero BS CRM is modern, lean and built for Entrepreneurs. You are able to keep all of your contacts in one place making them easy to manage and action while making sure you never loose another lead. Write and  send proposals from within the CRM. Invoice and get paid directly. Track transactions per-contact or company. Zero BS CRM’s built in tools makes the whole workflow easy. Zero BS CRM has powerful email systems built in. You get a full mail delivery setup, as well as fully customisable system emails.

Jetpack CRM

Is Jetpack CRM the right one for your business?

The need for a CRM is pretty clear. But if you start digging, you’ll find out that CRMs have their own entire industry. There are tons of choices, and trying to understand the differences becomes very complex, very fast. That’s because some CRMs are built for businesses with millions of customers and thousands of employees, while others are built for small businesses or online stores. Jetpack CRM was built for online stores, services, and charities, especially those using WooCommerce.  Jetpack CRM will help your WooCommerce store grow.

View ProfileView Top CRMs