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5 Reasons Why Jetpack CRM is the Ideal WooCommerce CRM

A customer relationship management tool, or CRM, is precisely what its name implies. It’s a technology system that intelligently manages and stores customer information in real time, all in one easy place, so that you and key team members can access it as needed. 

When you’re a small operation, it’s easier for you to remember the needs of individual customers and cater to them accordingly. But what happens when you grow? How will your employees know anything about who your customers are? Customer profiles are a must for any successful business, and a good CRM takes care of them.

Provide a tailored experience for customers

Consider your local coffee shop or favorite boutique — the businesses you frequent that know your coffee order by heart or can make product suggestions based on what they know you love. This personalized service makes you feel valued and keeps you coming back again and again. You can provide this same level of customer service with a great CRM, digitally of course. 

Having easy access to relevant data not only lets you get to know your customers, but gives you a deeper understanding of each touchpoint. The result? You have the opportunity to design and provide a tailored experience for everyone you do business with, time and time again. Your team will also have access to the customer information they need in order to provide optimal service, regardless of your industry or size. Not only will this help you grow, but it will keep shoppers happy, improve team efficiency, automate daily tasks, and maintain employee accountability. 

With a seemingly endless array of options, choosing the right CRM for your business can be overwhelming. CRMs tend to be complex and are often difficult to learn, but they don’t have to be. Jetpack CRM is the exception. It’s easy to use and flexible enough to grow with you as your business evolves and expands. 

If you’re a WooCommerce user, here are five reasons Jetpack CRM is ideal for you:

1. It’s easy and powerful

Jetpack’s CRM was built for ease of use. It offers advanced features without a steep learning curve, and you can monitor growth directly from your dashboard. As a business owner, the last thing you want to spend time doing is learning to use a complex CRM. Your time is best spent running and growing your business. 

You can set up Jetpack CRM in three simple steps: 

  1. Install the plugin.
  2. Navigate through the guided Welcome Wizard.
  3. Add your contacts, leads, or customers. 

That’s it. The whole process takes about five minutes, so it’s quick and easy for you and your team to get up to speed and gain valuable insights. 

2. It offers a dedicated a full integration with WooCommerce for Free

After configuring it, Jetpack CRM will sync your WooCommerce order data seamlessly. This means that you can segment your customers by order, guide them through targeted email campaigns, and track business performance in real time with sales dashboards.

Finally, Jetpack CRM is modular, so there’s no need to pay for features that you’ll never use. Access a library of over thirty extensions, and only choose those that are right for you.

3. It was made specifically for WordPress 

Just like WooCommerce, Jetpack CRM was created specifically for WordPress. Whether you’re selling products, offering a service, or running a charity, it tracks key data and lives directly in your WordPress dashboard. The billing system lets you manage all business transactions and payments and there’s even an extension that enables a client portal for customers to view invoices, quotes, transactions, and other important files. 

Data privacy is more important than ever, especially for eCommerce stores. By hosting your CRM directly within WordPress — instead of relying on one that stores customer data off-site — you have greater control over who can access important information and what they can do with it. 

4. It’s a great value 

Jetpack CRM is priced for entrepreneurs, offering a refined set of tools without forcing you to purchase features that you don’t need. Most CRMs charge thousands of dollars per year.. 

But Jetpack CRM offers plans that range from free up to $199 per year in the US for the full bundle. Right now, you can try out WooCommerce with Jetpack CRM for free. 

5. Jetpack CRM is owned by Automattic

Because both Jetpack CRM and WooCommerce are owned by Automattic (the people behind WordPress.com) they offer accessible support from true WordPress experts. You can also trust that they’ll work together seamlessly and that more and more compatible features will be released over time to help you grow your eCommerce store. 

You’re in good company

Thousands of entrepreneurs use Jetpack CRM every single day. It’s the best way to nurture long-term, valuable relationships with new and existing customers and it handles the bulk of the work for you. This means that you can focus on growing your eCommerce store and leave customer data to the experts. 

Ready to get started with Jetpack CRM and WooCommerce?