Introduction
Welcome to CRMlytics
Understand your customers to increase your store's revenue.
What is CRMlytics?
Running a WooCommerce store is great, but default reports only tell you what sold, not who is buying. It's hard to know who your best customers are, who is about to leave, and where to focus your marketing.
CRMlytics changes that. It's a tool built directly into your WordPress dashboard that automatically organizes all your customer data, predicts buying behavior, and helps you take action. All without paying for expensive monthly subscriptions.
The Core Philosophy
We believe that before you send an email or offer a discount, you need to understand the customer. CRMlytics focuses on generating deep insights so your marketing is targeted and effective.
What it does for you
Customer Profiles
See everything about a customer in one place: orders, lifetime value, and a timeline of all interactions.
Automatic Segmentation
Automatically groups customers into categories like "Best Customers" or "At Risk" based on their shopping habits.
Predictive Analytics
Uses advanced math to predict if a customer is likely to churn (stop buying) so you can intervene early.
The Complete Picture
Everything you need to know about a shopper, in one place.
The Customer Profile
Imagine trying to help a customer when their order history is in one place, their support emails in another, and their total spend is a mystery. The Customer Profile solves this.
It's a single screen where you can see their contact details, average order value, tags, and exactly what products they've purchased.
The Activity Timeline
On the side of every profile is a chronological feed of everything that has happened with that customer. Think of it like a social media feed, but for your store's relationship with them.
Orders placed and tags added or removed appear automatically.
You can add notes from phone calls, log emails, or record customer feedback directly onto their timeline.
Understanding a Customer's Value
Instantly see the total amount of money they have spent across all their orders.
Understand if they typically make small, frequent purchases or large, rare ones.
Visual charts show you when they tend to buy, helping you time your marketing.
Organizing Your Customers
Segments, Tags, and Automatic Grouping.
Three Ways to Group
Different marketing strategies require different ways of grouping people. CRMlytics gives you three powerful tools to organize your list:
Manual Tags
Labels you add to specific customers by hand. Great for VIPs, B2B clients, or people you met at a trade show.
Smart Tags
Set rules like "Spent over $500". The system automatically applies (and removes) the tag as customers match the rule.
Custom Segments
Build complex filters (e.g., "Bought Product X AND ordered in the last 30 days") to find the exact audience for your next campaign.
Automatic RFM Segments
But what about the customers you don't even know you're looking for? CRMlytics uses a proven method called RFM Segmentation to automatically categorize everyone.
Every night, the system scores them from 1 to 5 based on how recently they bought, how often they buy, and how much they spend.
The RFM Matrix
Based on those scores, customers are grouped into actionable categories.
A "555" customer is your Champion, reward them! A "511" is a Recent Customer, welcome them to build loyalty. A "155" used to buy a lot but stopped, send them a strong win-back offer.
Knowledge Check
What is the difference between a Manual Tag and a Smart Tag?
Seeing the Future
Advanced predictions to save losing customers.
The Problem with Rules
Most systems use static rules: "Send an email if they haven't bought in 90 days." But what if a customer normally buys coffee every 14 days? If they wait 90 days, they are already long gone.
CRMlytics uses Predictive Analytics to treat every customer uniquely.
Predicting Churn
The system calculates every individual's unique buying rhythm. If someone who buys weekly goes 3 weeks without an order, CRMlytics flags them as a "Churn Risk" so you can intervene before they leave for good.
The Dashboard View
When you log in, the dashboard gives you the big picture. You see total revenue, average lifetime value, and exactly how many customers are at risk.
Instead of guessing what to do today, CRMlytics tells you exactly who needs your attention right now.
Reaching Your Audience
Sending the right email to the right segment.
Built-in Email Campaigns
Once you've grouped your customers using Segments or Tags, you can email them directly from CRMlytics. No need to export a CSV and load it into another tool.
The Campaign Wizard
Creating an email is a simple 4-step process:
Select an entire Custom Segment, a specific Smart Tag, or everyone.
Write your subject line and email body. You can use merge tags like [first_name] to personalize the message.
Choose from 5 pre-built, professional templates to make your email look great instantly.
CRMlytics automatically adds UTM parameters to your links so you can track sales. Send it now, or schedule it for later.