How can we improve WooCommerce?

WooCRM

imagine giving a business the ability to circumvent excessive costs like Netsuite or Salesforce.com by giving each business owner/site administrator the ability to track the following:

1. Customer Statuses:
a. Leads gained through the site or manually inputed into the CRM database. these are the people who have entered their email address and possibly registered for the site.

b. Opportunity tracking converted from leads whom have been issued a proposal, or who have added a wishlist item of sorts. These are people who have remained engaged with the site and have received a formal proposal from the company or have shown an active interest in a particular product on the site by adding to a wish list.

c. Projects. Obviously this status is reserved for those opportunities that have submitted some form of consideration to do business with you company.

2. Calendar & Events
a. Customers/Participants - this should be selectable from the list of users/clients on the site

b. Location - this may possibly be integrated to Google Maps

c. Description/Agenda

d. Meeting Minutes

3. Tasks
a. Assigned to - this should bring up a list of back end users of the site that would be allowed to access the CRM functions. this could even be reserved for a mobile app to be used by the company's reps.

b. Subject of the Task
c. Due Date
d. Progress
e. Description & Task Requirements
f. Client info
g. Project Info

4. Customer Support Notes
a. Support Notes - this should reallly be a tab within the customer or website registered user menu itself, along with the Customer Statuses information.

5. Customer Transaction History
6. any other crm info anyone might find useful

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    Dave Placido shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    21 comments

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      • Don commented  ·   ·  Flag as inappropriate

        Have any of you guys tried Users Insights (https://usersinsights.com/)? It's WordPress native and it look like it coves some of the mentioned features. It automatically tracks all the sales data (ordered products, lifetime value, order status etc). plus it has most of the standard CRM features.

      • Calvin commented  ·   ·  Flag as inappropriate

        Best CRM I have seen is Insighly, but neither it nor others dig into the needs of Membership or Subscription oriented CRM. Those needs are more than just a sales pipeline. Important to the CRM solution is a GSuite or O365 integration, which Insightly does have.

      • John commented  ·   ·  Flag as inappropriate

        Anonymous is right you do need a CRM to run a business these days. You can use DSYNC to sync customer data, order and product info from Woocommerce to Salesforce, pipedrive and zoho crms.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It is now 2016 folks and this is pretty core to running a business. Can you update us as to what is happening in the CRM space for Woo?

      • Nicole Schaller commented  ·   ·  Flag as inappropriate

        I think we should first consider the main purpose of a CRM: to get more customers, or to support us in serve the existing ones well and thus sell them more. I personally second the latter; otherwise the Wordpress database gets overloaded with non-customer data.

        Opportunity tracking would require defining a get-keep-grow funnel first, as in Dave McClures Acquisition - Activation - Retention - Revenue - Referral, define specific actions the user should take on the website and then measure visitor behavior.

        Rather, keep it simple, like Highrise: Contacts, notes, emails - in addition to the existing order statuses. Maybe Freshbooks invoices.

        Tracking of appointments held from a bought contingent would be great. In combination with Bookings or Appointlet.

        A possibility to combine online and offline marketing: like exporting a list of addresses for a mailing.

      • Bart commented  ·   ·  Flag as inappropriate

        @Brandon Don't forget Saleforce. However I really like the idea of a WooCRM, sometimes it is better to not make something yourself if more than one option already exists. But if it is not to much trouble for the Woo developers to build it from scratch (including in-CRM mail program). For inspiration: www.insight.ly

      • Chirag Vora commented  ·   ·  Flag as inappropriate

        There's another similar post in quora about WooCommerce-CRM integration. Let's see who comes up first with this. A person from https://www.sellsy.com/ says they're working on it and something is on way...

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hello

        we will have solution for you before the end of 2013

        We at 15 Green Leaves, developpers of Blue Origami CRM,
        have built since 1 year a free CRM, IN Wordpress,
        and we are coming end of 2013 with a PRO version that will allows to install Addons, and one of the Addons will be a connections sync between WooCommerce and our CRM Pro version.
        (Pro but cheap)

        You can already start to follow up the free version and infos about the coming pro version on http://apmcrm2013.15gl.net/

        you can also write to us at crm@15gl.biz.

        Note that in the current free version we dont have a connection to WooComerce of course and that the free one doesnt have Calendar events or Google Map but this is things coming with the Pro version, as core elements for some of them and as addons for some others.

        Hoping this would interest some users.

        We are also considering building a WooCommerce extension in the other side, to connect WooCommerce to the CRM, buyers will have the choice to have the sync from the CRM addons or as an extension of WooCommerce (later for the second option)

        Anybody interested please write to us so if we have more and more requests we will move this addons in higher priority.

        Thanks

      • Michael Decker commented  ·   ·  Flag as inappropriate

        I just need a feature like this! Please build it fast or make an integration to existing CRM solutions possible!

      • Marisa commented  ·   ·  Flag as inappropriate

        A totally comprehensive CRM that integrates with all other Woo commerce plugins!! I agree with others, pretty urgent!

      • JulesM commented  ·   ·  Flag as inappropriate

        I would be more than willing to pay for an extension that allows users to be both sellers and buyers. Users who act solely as buyers would be able to make deposits into their accounts and buy digital goods with that credit.

        Users who act solely as sellers, would be able to accumulate money in their accounts, and cash out weekly/monthly or based on amount earned.

        Users who act as both buyers and sellers would be able to purchase products using nothing more than their account balance whether it comes from sales or from cash deposits.

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