<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
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<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

<p>Convert more leads to customers. Sell more products to existing customers and <em><strong>make more money</strong></em> with Jetpack CRM for WooCommerce.</p>
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<h2>Start building a list of leads and customers</h2>
<p><span style="font-weight: 400">With all of your business data in a CRM you can easily see how many orders your customers have made, view their contact records & activity, and continue to nurture them with our powerful email and automation tools. </span></p>
<p><span style="font-weight: 400">Jetpack CRM for WooCommerce is the ideal CRM for small & medium sized businesses (SMBs) and entrepreneurs.</span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg"><img class="alignnone wp-image-7571949 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg" alt="" width="1500" height="800" /></a></p>
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<h2>See everything in one place</h2>
<p><span style="font-weight: 400">Jetpack CRM is the beating heart of your business where you can manage your leads, customers, quotes, invoices, and transactions all in one place.</span></p>
<p><span style="font-weight: 400">Importing your contacts is quick and straightforward, and if you ever need to export them we have tools to do that easily too!</span></p>
<p><span style="font-weight: 400">Add your whole team to see how your business evolves in real-time, and never miss that piece of crucial context needed to manage your clients again. </span></p>
<p><span style="font-weight: 400">On contact profiles you can see all of your team’s interactions with each contact. Perform quick actions like sending an email, log the notes from a recent call, add a recent deal that you won, and much more! </span></p>
<p><span style="font-weight: 400">Jetpack CRM is incredibly flexible so you can tailor it to suit your business’ needs. </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg"><img class="alignnone wp-image-7571951 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg" alt="" width="1500" height="800" /></a></p>
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<h2><b>Tools for the whole sales cycle</b></h2>
<p><span style="font-weight: 400">Unlike most other CRMs Jetpack CRM for WooCommerce includes tools to easily collect leads, create quotes, capture orders, and generate invoices which can be sent directly to your contacts through the CRM – making it a great billing system too! </span></p>
<p><span style="font-weight: 400">Your team can manage and get real-time insights on your sales cycle and orders – it’s a powerhouse to help grow your business.  </span></p>
<h2>Lightning-fast Sales Dashboard</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg"><img class="alignnone wp-image-7571953 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg" alt="" width="1500" height="800" /></a></p>
<p><span style="font-weight: 400">See a snapshot of your business’ performance with the Sales Dashboard. With our powerful and robust WooCommerce extension all of your sales will automatically sync to the CRM. Selling additional products manually or through a bricks and mortar store? Easily add them to your CRM and capture everything in one place.</span></p>
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<h2><b>Do even more with our extension library</b></h2>
<p><span style="font-weight: 400">With 30+ official CRM extensions available you can power up your CRM and do much more. From adding your contacts to your favourite email marketing platform, automating your tasks through Automations, customers and payments from Stripe & Paypal, and much more! </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg"><img class="alignnone wp-image-7571956 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg" alt="" width="1500" height="800" /></a></p>
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<p><span style="font-weight: 400">Features of Jetpack CRM include:</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Lead & Contact management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Company management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Client proposals</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Quotes</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Customer invoices</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Transactions</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Sales dashboard</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Forms</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Automation</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Email nurturing</span></li>
<li style="font-weight: 400">And <a href="https://jetpackcrm.com/features/">much more</a>!</li>
</ul>
<h2>Plugins made for each other</h2>
<p>Jetpack CRM and WooCommerce are both <a href="https://automattic.com/">Automattic</a> companies, so plugins are fully compatible and you can work with a single support team.</p>
</div>
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<div class="wccom-bundle-section-image"><img class="alignnone wp-image-7417314 size-medium" src="https://woocommerce.com/wp-content/uploads/2021/02/woo3.png?w=620" alt="WooCommerce and Jetpack logo lockup" width="620" height="77" /></div>
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<h2 class="wccom-bundle-section-header-title">The best CRM for WooCommerce</h2>
<ul>
<li>No limits on the number of contacts in your CRM.</li>
<li>All orders are imported and assigned to your contacts.</li>
<li>Send emails and create email campaigns.</li>
<li>Risk free, fully refundable for 14 days.</li>
</ul>
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<h2>Testimonials</h2>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499077" src="https://woocommerce.com/wp-content/uploads/2021/02/mshort.jpg?w=80" alt="" width="80" height="80" /><br />
<em>My mind is blown away by how much attention has been placed on all the essential details built into Jetpack CRM. It’s a polished, professional product that I love being able to bake into my Website as a Service (WaaS), multisite network. It adds true value for my customers and completes my product offering. I’ve not been able to find any tool quite like it (and trust me, I’ve looked!) If you’re looking to offer true value to your customers, this is worth its weight in gold!</em></p>
<p class="who"><strong>Michal Short</strong></p>
</div>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499078" src="https://woocommerce.com/wp-content/uploads/2021/02/dscrib.png?w=80" alt="" width="80" height="80" /><br />
<em>We can sit back and relax safe in the knowledge that Jetpack CRM is working tirelessly behind the scenes distributing leads automatically to our clients.</em></p>
<p class="who"><strong>Dave Scribner</strong></p>
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<h2 class="wccom-bundle-section-header-title">Is it easy to get started?</h2>
<p>Good news, it’s now fast and <em>incredibly</em> easy get started with Jetpack CRM.</p>
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<h2 class="wccom-bundle-section-header-title">Get Jetpack CRM for WooCommerce for FREE!</h2>
<div class="wccom-shortcodes__cta-button ">
<div class="wccom-shortcodes__cta-button-cta"><a class="wccom-bundle-button wccom-bundle-button-primary" href="https://jetpackcrm.com/woocommerce?utm_source=woocommerce&utm_medium=web&utm_campaign=marketplace&utm_content=pricing-2">Get Jetpack CRM</a></div>
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Jetpack CRM for WooCommerce

<p>Jetpack CRM has everything you need to nurture your leads and customers: Invoices, Billing, Email Marketing, Automation, a detailed Sales Dashboard, and 30+ extensions including Stripe, Paypal, Mailchimp, and more.</p>

Sales Agent vs Jetpack CRM for WooCommerce