bulktheme

<p>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.</p>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Add / Edit Customers</h4>
<p>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 <a href="https://wordpress.org/plugins/advanced-custom-fields/" rel="ugc">Advanced Custom Fields</a> plugin.</p>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Customer Status</h4>
<p>Manage your customers effectively using the default customer statuses which can be assigned in bulk or individually from the customer profile. Choose out of:</p>
<ul>
<li>Favorite</li>
<li>Blocked</li>
<li>Flagged</li>
<li>Follow-up</li>
<li>Prospect</li>
<li>Lead</li>
<li>Customer</li>
</ul>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Import & Export</h4>
<p>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.</p>
<h4>Existing Customers</h4>
<p>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’.</p>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Sending Emails</h4>
<p>Send emails to each customer individually or in bulk. These emails then appear under the customers activity for better management of communication.</p>
<h4>Place Calls</h4>
<p>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.</p>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Customer Notes</h4>
<p>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.</p>
<h4>Integrations</h4>
<p>This plugin is compatible with the following plugins:</p>
<ul>
<li><a href="https://wordpress.org/plugins/advanced-custom-fields/" rel="ugc">Advanced Custom Fields</a></li>
<li><a href="https://www.woothemes.com/products/woocommerce-subscriptions/" rel="nofollow ugc">WooCommerce Subscriptions</a></li>
<li><a href="https://www.woothemes.com/products/groups-woocommerce/" rel="nofollow ugc">Groups for WooCommerce</a></li>
</ul>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>
<h4>Documentation</h4>
<p>You can find the documentation to <a href="https://wooexim.com/docs/woocommerce-crm/" rel="nofollow ugc">here</a>. If there is anything missing from the documentation that you would like help on, please fill in our contact <a href="https://wooexim.com/contact/" rel="nofollow ugc">form</a>.</p>
<h4>Bugs</h4>
<p>Should you find a bug, please do not hesitate to contact us through our support form found <a href="https://wooexim.com/contact/" rel="nofollow ugc">here</a>.</p>
<p>Download Pro version here: <a href="https://wooexim.com/woocommerce-crm/" title="WooCommerce CRM Pro" rel="nofollow ugc">WooCommerce CRM Pro</a>.</p>


WooCommerce CRM

WooCommerce Customer Relationship Manager is the ultimate tool to manage both your existing and potential customers.

fancyfiber

<p><strong>Requires the plug-in <a href="https://wordpress.org/extend/plugins/advanced-custom-fields/" title="Awesome plug-in to manage custom fields" rel="ugc">Advanced Custom Fields</a>.</strong></p>
<p>This is a very basic add-on to allow the ability for relationship fields that are associated with a single related item, to be able to add a new<br />
item to the related item without leaving the post/page you are currently editing. Uses a colorbox pop-up to open the add new post window with very<br />
limited options.</p>
<p>Usage:</p>
<ul>
<li>Install the plug-in (standard WordPress installation)</li>
<li>Set up a relationship field with only one related item (standard Advanced Custom Field configuration)</li>
<li>Add or Edit a post with the relationship and the new Add New button will show up on the relationship field</li>
<li>Click the Add New button to open Colorbox add new post for the related item</li>
<li>Click the publish button and the new item will be added (or click the X button to cancel) and the Colorbox will close</li>
<li>The newly added item will be available for selection in the relationship list</li>
</ul>
<p>This plug-in was developed for <a href="http://www.tanabi.com" rel="nofollow ugc">Tanabicom, LLC</a> and <a href="http://www.5dspectrum.com" rel="nofollow ugc">5D Spectrum, Inc</a> by <a href="http://hosting.fancyfiber.com/design/" rel="nofollow ugc">Fancy Fiber Designs</a></p>


ACF Single Relationship Add New

Add a new related item while editing a post, without leaving the current post.

WooCommerce CRM vs ACF Single Relationship Add New