About this plugin
CRMlytics is a free WooCommerce CRM that gives you all the means to retain and grow your customers by connecting predictive analytics with the actual work of managing them. It combines machine learning, customer management, and email campaigns in one unified CRM.
It lets you take action right from a dedicated customer profile. You can log a phone call, leave a note for your team, assign a tag, or add custom fields to capture any customer information.
Behind the scenes, CRMlytics runs models on your existing order history to find patterns that are hard to spot manually. It calculates customer health scores, identifies who is likely to stop buying or ready for your next promo, and predicts how many orders to expect next.
Once you know who those customers are, you can group them into segments and reach out using the built-in email campaign manager. The analytics identify the audience, and the email campaign manager lets you reach them.
Everything runs locally. Your data stays on your server, you don’t have to sync with external APIs, and there are no monthly fees for the number crunching or email sending.
Why did you build this?
We built this because wase wanted a WooCommerce-native customer platform that combines CRM, customer intelligence, segmentation, email campaigns, and predictive analytics in one system.
What it does
Manages your customers actively.
Add custom fields, log notes and calls, and send emails from a single profile view. Everything you know about a customer lives in one place, so nothing falls through the cracks when you follow up.
Logs manual activities.
Log notes, phone calls, manual emails, and feedback on any customer profile. Each entry appears in the customer timeline alongside orders and emails, giving you full context before reaching out.
Improves customer retention by catching who is leaving.
Every customer gets a health score based on their buying behavior. You see a live list of customers at risk of churning right now, so you can reach out and recover that revenue before they’re gone for good.
Increases sales by predicting future orders.
Machine learning estimates how many orders each customer will place in the next 30, 90, and 180 days. Stop spreading your marketing budget thin across your whole list and put it behind the customers the data says will buy.
Identifies your most valuable customers automatically.
Recency, Frequency, and Monetary scores are calculated for every customer without any manual work. You instantly see who your highest-value repeat buyers are and who is slipping toward inactivity before you lose them.
Targets the right people with precise segments.
Filter by total orders, average order value, health score, or purchase dates and save those filters as segments. More targeted campaigns mean less wasted spend and higher conversion on every send.
Keeps a full timeline so you never miss a touchpoint.
Every order change, email open, link click, store visit, note, and phone call appears in one timeline per customer. You always know the full history before you reach out, which makes every interaction more likely to convert.
Emails them directly without switching tools.
Send to individual customers, a segment, or a tagged group directly from the plugin. Clicks and engagement feed back into each customer’s timeline automatically, so your targeting keeps getting sharper.
Keeps your lists organized automatically.
The plugin auto-tags customers based on behavior as it changes, so your segments stay accurate without manual work. Spend less time on list management and more time acting on what the data tells you.
Features
Customer Management
* Single-page customer profiles
* WooCommerce order synchronization (includes guest checkouts)
* Customer order history
* Customer product purchase history
* Manual tag assignment
* Manual activity logs (notes, phone calls, emails, feedback)
* Custom customer fields (text, textarea, number, yes/no toggle, phone, URL, date)
* Customer search and filtering
* CSV export for customer lists
Segmentation & Tags
* Automatic RFM (Recency, Frequency, Monetary) segmentation
* RFM matrix heat map
* Custom segment builder with AND/OR logic
* Smart tags applied automatically based on behavior
* Manual tag management and bulk assignment
Analytics & Intelligence
* Dashboard with total customers, average LTV, and retention rate
* Revenue distribution by segment
* Customer growth charts
* High-value and at-risk customer identification
* Customer health scoring (0-100 scale: Excellent, Healthy, Good, Weak, Critical)
* Churn risk identification
* Purchase pattern and average order value (AOV) trend charts
* Expected future orders (30, 90, 180 days)
Email Campaigns
* Email campaign manager for drafts, scheduled, and sent emails
* Campaigns targeted by custom segments or tags
* Pre-built templates: basic, minimal, newsletter, promo, simple
* Rich text composer with merge tags
* Email tracking (link clicks) recorded to the customer timeline
* Auto-appended UTM tracking parameters
Administration & Settings
* Background sync engine (real-time, hourly, daily)
* Data retention policies to clean up old customers
* Guided onboarding wizard
* Complete data reset options
Learn how CRMlytics works before you install
How the machine learning works
” The predictions it generates are grounded in how your actual customers buy, which means the churn scores and order forecasts you act on are reliable enough to make real retention and revenue decisions with.
Because it’s a WooCommerce CRM that runs entirely on your server, your customer data stays private and the number crunching costs you nothing.