[WordPress] 外掛分享: WooCommerce CRM

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⚠ 此外掛已下架 — 不再更新維護,建議勿安裝。
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WordPress 3.4+ PHP 5.4+ v1.0.0.0 上架:2019-02-04

內容簡介

隨著您的 WooCommerce 商店成長,了解誰最常消費且最常消費的顧客是很重要的。儘管吸引新訂單非常重要,但維持現有客戶也同樣重要。這款外掛提供了所有需要的基本工具,以維護您與客戶之間的忠誠度,並增強賣家與客戶之間的關係。

下載專業版請點擊此處:WooCommerce CRM Pro。

新增/編輯顧客

新增顧客從未如此簡單,只需點擊 “新增顧客” 按鈕並填寫必填項。預設會提供額外的欄位,但您也可以使用免費的 Advanced Custom Fields 擴充此功能。

下載專業版請點擊此處:WooCommerce CRM Pro。

顧客狀態

使用預設的顧客狀態,您可以有效管理顧客,並可從客戶檔案中批量或個別分配。您可以選擇以下狀態:

最愛
已封鎖
已標記
跟進
前景
潛在客戶
顧客

下載專業版請點擊此處:WooCommerce CRM Pro。

匯入與匯出

按需篩選顧客,將篩選結果匯出為 CSV 文件以供其他用途。此外,此插件還支援使用映射方法匯入顧客,您可以將 CSV 欄位映射到現有欄位上。

現有顧客

無需匯入您的 WooCommerce 訂單/顧客,此插件立即發揮作用。首次安裝此插件時,它會將顧客加載到 CRM 資料庫中。預設情況下,通過您的商店進行購買的顧客的顧客狀態為 “顧客”。

下載專業版請點擊此處:WooCommerce CRM Pro。

發送電子郵件

向每個顧客單獨或批量發送電子郵件。這些電子郵件將出現在顧客活動列表中,以更好地管理溝通。

撥打電話

使用您計算機上的預設 tel: 客戶端(例如 Microsoft Communicator、Skype 或 FaceTime)撥打電話。當撥打電話時,您可以記錄必要的信息,例如相關信息、通話時間長度和通話目的。

下載專業版請點擊此處:WooCommerce CRM Pro。

顧客備註

與 WooCommerce 內部的訂單備註功能類似,您也可以為每位顧客撰寫備註,以便於未來使用。

整合

此插件與以下插件兼容:

Advanced Custom Fields
WooCommerce Subscriptions
Groups for WooCommerce

下載專業版請點擊此處:WooCommerce CRM Pro。

文件

您可以在 wooexim.com 找到此插件的文件。

外掛標籤

開發者團隊

⬇ 下載最新版 (v1.0.0.0) 或搜尋安裝

① 下載 ZIP → 後台「外掛 › 安裝外掛 › 上傳外掛」
② 後台搜尋「WooCommerce CRM」→ 直接安裝(推薦)

原文外掛簡介

As your WooCommerce store grows, it is important to keep a track on who is spending the most and frequently. While it may be imperative to bring new orders in, it’s just as important to make sure you keep your existing customers. With this plugin, you get all the basic tools needed to maintain your loyalty with your customers enhancing the seller to customer relationship.
Download Pro version here: WooCommerce CRM Pro.
Add / Edit Customers
Adding customers has never been easier, simply click on the ‘Add Customer’ button and fill the required fields you need to fill. There are extra fields added by default, however you can add more fields using the free Advanced Custom Fields plugin.
Download Pro version here: WooCommerce CRM Pro.
Customer Status
Manage your customers effectively using the default customer statuses which can be assigned in bulk or individually from the customer profile. Choose out of:

Favorite
Blocked
Flagged
Follow-up
Prospect
Lead
Customer

Download Pro version here: WooCommerce CRM Pro.
Import & Export
Filter through your customers as you like and export the filtered result into CSV for other usage. This plugin also supports importing of customers using a mapping approach where you can map CSV fields to the existing fields.
Existing Customers
This plugin works instantly without needing to import your WooCommerce orders / customers. On first install, this plugin will load the customers into the CRM database. By default, the customer status of a customer who makes a purchase through your store is ‘Customer’.
Download Pro version here: WooCommerce CRM Pro.
Sending Emails
Send emails to each customer individually or in bulk. These emails then appear under the customers activity for better management of communication.
Place Calls
Make phone calls using the default tel: client on your computer e.g. Microsoft Communicator, Skype or FaceTime. When placing the phone call, you can log the necessary information such as related information, duration of the call and purpose of the call.
Download Pro version here: WooCommerce CRM Pro.
Customer Notes
Similar to the order notes function within WooCommerce, you can also take customer notes for each customer to remember the important things for future use.
Integrations
This plugin is compatible with the following plugins:

Advanced Custom Fields
WooCommerce Subscriptions
Groups for WooCommerce

Download Pro version here: WooCommerce CRM Pro.
Documentation
You can find the documentation to here. If there is anything missing from the documentation that you would like help on, please fill in our contact form.
Bugs
Should you find a bug, please do not hesitate to contact us through our support form found here.
Download Pro version here: WooCommerce CRM Pro.

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