CRM Solution

Xpezia CRM Solution Is All About Giving You Effective Management of Turnover, Costs and Limited Resources

Our WooCommerce CRM solution will help your business grow SMARTER, BETTER & FASTER. We offer CRM System that turns your customer data into revenue intelligence. You can have better integration with your business operation, custom module, and unique interface. This all ultimately better your customer relations and provide you with increased workflow efficiency.
    • Powerful stats on each customer
    • Email support to customers

    • Transactions management
    • Customer orders management

    • Separate customer records
    • Leads management

Xpezia CRM for Customer Management

Customer Management

This feature lets you to easily view and track customer details and get information on customer issues quickly. Our customer management tool gives you the complete company and contact databases.

Xpezia CRM for Email Management

Email Management

Email is still one of the most widely used ways to interact using vendors. The ubiquity of email within the CRM can be a significant productivity boost without switching various tools every time.

Xpezia CRM for Phone Calls Management

Phone Calls Management

Spend less time dialing various numbers and more time closing lucrative deals. Make calls with your customers right from your WordPress admin. This will need any calling app in your system, such as Skype or FaceTime.

Xpezia CRM Features

Available

View crucial customer indicators on the orders page

View crucial customer indicators on the orders page

Send emails using the stores default template instantly

Send emails using the stores default template instantly

Include dynamic information in emails sent in bulk or to single recipient

Include dynamic information in emails sent in bulk or to single recipient

Place phone calls and assign products to the call for follow up

Place phone calls and assign products to the call for follow up

Delegate agents to customers for personal management

Delegate agents to customers for personal management

Group customers dynamically or a fixed set of customers

Group customers dynamically or a fixed set of customers

Capture vital business information for better prospect analysis

Capture vital business information for better prospect analysis

Assign accounts to customers to keep a track on business to business orders

Assign accounts to customers to keep a track on business to business orders

Organise the Lead to Customer workflow using customer statuses

Organise the Lead to Customer workflow using customer statuses

CRM available for CMS systems other than WooCommerce

CRM available for CMS systems other than WooCommerce

Advance Features

Customers Management

Our Customer Manager allows you to segment contacts into groups to organize and cater them accordingly. Using this useful feature, you can segment essential customers data to better your marketing policies at the time of launching new products in the market. Besides, it enhances the personalization of all connections with your clients. This makes them feel valuable and catered to.

Quick Actions

Quick actions that need one-tap to close deals is all you will get with Xpezia CRM solution. From creating and viewing orders to sending an email, all is on one CLICK.

Documents

With this feature, your customers can upload documents that are relevant to your product or services. The users need to navigate to ‘My Accounts’ page for adding documents. There are three statuses for each upload: awaiting confirmation, confirm and canceled. This further allows you to specify file types and briefly instruct your customers about each upload.

Customer & Lead Statuses

This plugin is made to help you follow up with potential leads, depending on psychographic and demographic factors. This helps your sales staff boost their performance and focus only on the potential leads to turn them into regular customers.

Key Customer Indicators

Key Customer Indicators add a new column to the Orders Page. This indicates the important customers and help store managers to focus on them more.This will also allow you to know if a customer is repeated, flagged, high-spending, or favorite.

Default Statuses

WooCommerce currently gives three options to add customers to your store: registration, manually or through the checkout page. Xpezia empowers you to manage at what status any particular customer is, to track it accordingly.

Importing & Exporting

This Importing & Exporting feature grants you the ease of taking your data wherever you want. You can export your customers' data and their respective fields. Also, our import wizard will let you import customers by accepting CSV files to map the columns to the apt field.

View Customers Profile

Our Customer Profile feature is relatively new on board. With this plugin, you can get your eyes on all relevant information about your customers such as purchased products, customers notes, orders, emails, and calls.

Branded Emails

You can get the automation of a dedicated email client inside of your CRM user interface. This email plugin lets you send branded emails right from your WP admin. This feature can come in handy if you want to market any product or just give a remembrance message to your customers.

Phone Calls

Xpezia CRM solution offers you the Phone Calls feature to let you make calls right from your WordPress admin. This will use the default calling app on your computers such as Skype or FaceTime. While the call is connecting, you can add important details, write purpose, assign order, or mention if it's outbound or inbound.

Customer Notes

Customer notes are pretty much useful for the customers to keep up with the orders' completion process or other activities that affect their deal. You can further define in a note whether it's exclusively for the customer or the agent managing the task.

Customer Groups

Customer Groups plugin allows you to categorize your customers into different groups and cater them accordingly. This will enable you to provide your services more efficiently. Bulk Actions menu will allow you to add customers into group lists on the customer page.