CRM for WooCommerce
Know your customers. Refinery CRM gives every WooCommerce store a modern customer dashboard with 360° profiles, smart segments, visual analytics, and one-click email — no external tools required.
The customer relationship manager built for WooCommerce
WooCommerce shows you what sold. Refinery CRM shows you who bought it, what they're worth, and which customers are about to come back. Every field, segment rule, and chart is built around lifetime value, average order value, and purchase history, not deals and quotas like generic SaaS CRMs.
360° Customer Profiles
Open any customer (registered or guest) and see the complete picture in one screen: order history, lifetime value, average order value, active subscriptions, memberships, billing and shipping details, and editable contact info. Add internal notes, send branded emails, or update any field inline.
Smart Customer Segments
Build dynamic segments using AND/OR rules across any combination of total spent, order count, products purchased, country, customer type, and more. Counts update in real time as new orders come in, so VIP lists, at-risk subscribers, and product-specific cohorts stay current without a manual refresh. Pair segments with Product Recommendations to surface the right offers to the right customers.
Visual Customer Analytics
A built-in analytics dashboard tracks customer growth over any date range, compares it against the previous period, breaks down new versus returning buyers, and visualizes geographic distribution across your top markets. For broader store-wide reporting like cohort analysis and conversion rates, see Refinery Analytics.
Subscriptions and Memberships at a Glance
See each customer's WooCommerce Subscriptions and Memberships in one place: active, paused, expired, and canceled records, with billing schedules, next renewal dates, and payment history inline on the profile. Support and sales conversations happen with full context.
Branded Emails From Inside the Profile
Send branded emails to any customer directly from their profile. Messages deliver through the native WooCommerce email system, match your store's existing template, and route through your active SMTP provider. No third-party email service required.
Customer Data Stays in Your Store
All records remain in your store's own database. Nothing is synced to HubSpot, Salesforce, Klaviyo, or any other platform. Storefront performance stays untouched: every query and asset loads inside WP Admin only, so shoppers never see a slowdown and Core Web Vitals stay intact. Built for stores with GDPR, HIPAA, or regional data-residency requirements.
Built for WooCommerce
HPOS compatible. Works with the classic and block checkout. Documented REST API, WordPress hooks and filters, and template overrides for in-house developers and agencies. Written in strict TypeScript and modern React, reviewed against WordPress Coding Standards, and tested against the latest WooCommerce release. Refinery CRM is included in the All Access Pass.
Documentation
New to Refinery CRM? These guides walk through setup and everyday use: Getting started with Refinery CRM, building 360-degree customer profiles, creating customer segments, sending emails to customers, CRM analytics, and developer hooks.
Common Questions
Does Refinery CRM work with WooCommerce Subscriptions?
Yes. Active, paused, expired, and canceled subscriptions appear inline on the customer profile with billing schedule, next renewal date, and payment history. No extra setup required.
Does it work with WooCommerce Memberships?
Yes. Active and past memberships render on the customer profile alongside subscriptions and orders, so support and sales conversations always have the full picture.
How is this different from HubSpot, Salesforce, or Klaviyo?
Refinery CRM lives entirely inside WordPress. Customer data stays in your store database, queries pull live from WooCommerce, and there is nothing to sync. Generic SaaS CRMs are built around deals and quotas, while Refinery CRM is built around orders, lifetime value, and AOV.
Will it slow down my storefront?
No. Every query and asset loads only inside WP Admin, so shoppers never see CRM code. Core Web Vitals and page speed stay untouched.
Can I send emails to customers from inside the CRM?
Yes. Send branded emails directly from any customer profile. Messages route through your store's existing WooCommerce email template and your active SMTP plugin, so no third-party email service is required.
What does each license tier cover?
Personal covers 1 site, Business covers 5 sites, and Agency covers unlimited sites. Site count is the number of WordPress installations the license can be active on at the same time.
How long do I get updates and support?
Every license includes 1 year of automatic updates and priority support. Renew annually to keep both. The plugin keeps working past renewal, you just stop receiving updates.
What is your refund policy?
All Refinery plugins come with a 14-day money-back guarantee. If it does not work for you, email [email protected] within 14 days of purchase for a full refund.
Can I cancel anytime?
Yes. Cancel anytime from your account dashboard. Your license stays active through the end of your current billing period.
Is the code open and customizable?
Yes. Refinery plugins are GPL-licensed and ship as standard WordPress plugins with documented hooks, filters, REST endpoints, and template overrides. Extend or theme as needed.
Where can I get help?
Support tickets are answered by the engineers who built the plugin. Email [email protected] or visit the support page for documentation and contact options.
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