Description
CRMlytics is a free CRM for WooCommerce that helps you improve customer retention and increase repeat sales by telling you things your order history already knows but you can’t see. Who is about to stop buying. Who is worth your next marketing dollar. How many orders to expect from each customer in the coming months.
Unlike other WooCommerce CRMs built around automation workflows, CRMlytics is an analytical first CRM. It runs machine learning models on your store data to give you the customer intelligence you need to act before revenue walks out the door.
Your data stays on your server. There are no APIs, no syncing to a third party, and no monthly subscriptions for number crunching. It all runs right inside WordPress.
Why did you build this?
We built this because every WooCommerce CRM we found was just about email sequences, workflow builders, cart recovery. None of them told you who was about to leave or when a customer would order again. Knowing that is the difference between retaining a customer and losing them quietly to a competitor.
We wanted predictions that drive retention, not more automation, and we wanted them running on our own server.
What it does
Manages your contacts actively.
Add custom fields, log notes and calls, and send emails from a single profile view. Everything you know about a customer lives in one place, so nothing falls through the cracks when you follow up.
Logs manual activities.
Log notes, phone calls, manual emails, and feedback on any customer profile. Each entry appears in the customer timeline alongside orders and emails, giving you full context before reaching out.
Improves customer retention by catching who is leaving.
Every customer gets a health score based on their buying behavior. You see a live list of customers at risk of churning right now, so you can reach out and recover that revenue before they’re gone for good.
Increases sales by predicting future orders.
Machine learning estimates how many orders each customer will place in the next 30, 90, and 180 days. Stop spreading your marketing budget thin across your whole list and put it behind the customers the data says will buy.
Identifies your most valuable customers automatically.
Recency, Frequency, and Monetary scores are calculated for every customer without any manual work. You instantly see who your highest-value repeat buyers are and who is slipping toward inactivity before you lose them.
Targets the right people with precise segments.
Filter by total orders, average order value, health score, or purchase dates and save those filters as segments. More targeted campaigns mean less wasted spend and higher conversion on every send.
Keeps a full timeline so you never miss a touchpoint.
Every order change, email open, link click, store visit, note, and phone call appears in one timeline per customer. You always know the full history before you reach out, which makes every interaction more likely to convert.
Emails them directly without switching tools.
Send to individual customers, a segment, or a tagged group directly from the plugin. Clicks and engagement feed back into each customer’s timeline automatically, so your targeting keeps getting sharper.
Keeps your lists organized automatically.
The plugin auto-tags customers based on behavior as it changes, so your segments stay accurate without manual work. Spend less time on list management and more time acting on what the data tells you.
Features
Customer Management
* Single-page customer profiles
* WooCommerce order synchronization (includes guest checkouts)
* Customer order history
* Customer product purchase history
* Manual tag assignment
* Manual activity logs (notes, phone calls, emails, feedback)
* Custom customer fields (text, textarea, number, yes/no toggle, phone, URL, date)
* Customer search and filtering
* CSV export for customer lists
Segmentation & Tags
* Automatic RFM (Recency, Frequency, Monetary) segmentation
* RFM matrix heat map
* Custom segment builder with AND/OR logic
* Smart tags applied automatically based on behavior
* Manual tag management and bulk assignment
Analytics & Intelligence
* Dashboard with total customers, average LTV, and retention rate
* Revenue distribution by segment
* Customer growth charts
* High-value and at-risk customer identification
* Customer health scoring (0-100 scale: Excellent, Healthy, Good, Weak, Critical)
* Churn risk identification
* Purchase pattern and average order value (AOV) trend charts
* Expected future orders (30, 90, 180 days)
Email Campaigns
* Email campaign manager for drafts, scheduled, and sent emails
* Campaigns targeted by custom segments or tags
* Pre-built templates: basic, minimal, newsletter, promo, simple
* Rich text composer with merge tags
* Email tracking (link clicks) recorded to the customer timeline
* Auto-appended UTM tracking parameters
Administration & Settings
* Background sync engine (real-time, hourly, daily)
* Data retention policies to clean up old customers
* Guided onboarding wizard
* Complete data reset options
Learn how CRMlytics works before you install
How the machine learning works
CRMlytics runs real statistical models directly on your WooCommerce order history, not basic averages or static rules like “hasn’t bought in 90 days.” The predictions it generates are grounded in how your actual customers buy, which means the churn scores and order forecasts you act on are reliable enough to make real retention and revenue decisions with.
Because it runs entirely on your server, your customer data stays private and the number crunching costs you nothing.
Screenshots
Installation
- Upload the plugin files to your
/wp-content/plugins/crmlyticsdirectory, or install it via the WordPress plugin screen. - Activate it.
- Make sure WooCommerce is active.
- CRMlytics will start grinding through your historical data to build the initial predictions. Depending on how many orders you have, this might take a few minutes.
FAQ
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Is CRMlytics really free?
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Yes. Free plugin on the official WordPress directory. No subscription, no usage fees, no data sent outside your server.
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Does it work with my WooCommerce setup?
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Works with any WooCommerce store on WordPress 6.0 or later. Reads your existing order data directly.
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Where does the prediction data come from?
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All predictions are built from your own WooCommerce order history and run locally on your server. No API keys, no third-party accounts, no data leaves your site.
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How long does it take to see results?
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Install and activate. Within minutes, CRMlytics has processed your existing order history and you can already see which customers are at risk of churning, who your most valuable repeat buyers are, and where to focus your retention efforts first.
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What is RFM segmentation?
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RFM stands for Recency, Frequency, and Monetary value. CRMlytics uses these three signals to automatically sort customers into groups: Champions, At Risk, and Lost.
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Does this need WooCommerce?
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Yes. It relies entirely on WooCommerce order data.
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Does my customer data get sent to your servers?
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No. The machine learning runs locally on your own server. We never send your data to an external API or third-party service. Your data is yours.
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Will this mess with my WooCommerce data?
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No. It securely reads your orders in the background to build its own timelines and predictions. Your actual live store data is untouched.
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Can I build custom segments?
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Yes. You can stack different rules to filter your customers however you need to.
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What’s the difference between a segment and a smart tag?
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A segment is a live filter you run when you need to look at a specific group right now. A smart tag is an automatic label the system applies to a customer and keeps updated over time as their behavior changes.
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Can I email a specific segment?
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Yes. You can target your whole list, specific segments, or just people with a certain tag, directly from the plugin.
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How accurate are the predictions?
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CRMlytics uses the BG/NBD (Beta Geometric/Negative Binomial Distribution) model, a well-established statistical framework for repeat purchase forecasting. The model learns from your entire store’s order history, then applies that to each customer’s individual buying pattern. It is not guesswork or static rules like “hasn’t bought in 90 days.” That means the churn scores and order forecasts you act on are grounded in how your actual customers buy, reliable enough to make real retention and revenue decisions with.
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Can I use CRMlytics alongside FluentCRM or FunnelKit?
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Yes. CRMlytics runs fine next to FluentCRM or FunnelKit. It does its own segmentation, scoring, and email sends, and you can feed its health scores and tags into whatever automations you’ve already built in those tools. No abandoned cart recovery, no drip sequences, no other workflow automation though, you’ll still need FluentCRM, FunnelKit, or something like them for that.
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Will this slow down my store?
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No. CRMlytics has been tested on stores with over 200,000 orders and 15,000 customers without issues. It runs in the background and does not affect your storefront or checkout.
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Currently, CRMlytics is completely free. We may introduce advanced features in the future, but the core analytical engine will remain free.
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Is there a limit to how many customers or orders it can process?
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No hard limits. It depends entirely on your server capabilities. It has been tested on stores with over 200,000 orders.
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Does it work with historical data, or only new orders?
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It works with historical data. As soon as you install and activate the plugin, it begins analyzing your entire WooCommerce order history to build predictions immediately.
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Does it integrate with Mailchimp, Klaviyo, ActiveCampaign?
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You can easily export any segment to a CSV file, which can be uploaded directly to almost any email marketing platform.
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Where can I get support if I need help?
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You can reach out on the official WordPress.org support forums for the CRMlytics plugin.
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How does email sending work?
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CRMlytics uses WordPress’s built-in wp_mail() to send emails. It works with whatever mail setup you already have, including any SMTP plugin like WP Mail SMTP or Postmark.
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How does the health score work?
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Each customer gets a score from 0 to 100. For repeat buyers, it’s the BG/NBD model’s probability that the customer is still active, scaled to 100. Below 40 is critical territory. New customers who’ve only ordered once start around 80 and drop over time if they don’t come back.
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Does it need a minimum number of orders to work?
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No minimum. It runs on whatever data you have. Predictions get more accurate as your order history grows, but the plugin doesn’t refuse to calculate on small datasets. On stores with very few orders, treat the scores as rough estimates.
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Does it work with WooCommerce Subscriptions?
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CRMlytics reads standard WooCommerce orders, so renewal orders from WooCommerce Subscriptions are counted alongside regular purchases. Active subscribers will naturally show high health scores and low churn risk, which accurately reflects their buying behavior. Keep in mind that CRMlytics is built with retail ecommerce stores in mind, where customers make individual purchase decisions rather than recurring payments.
Contributors & Developers
“CRMlytics – WooCommerce CRM & Customer Analytics” is open source software. The following people have contributed to this plugin.
Contributors
Translate “CRMlytics – WooCommerce CRM & Customer Analytics” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.2
- Fix: Resolve PHP 7.4 compatibility issue in the analytics engine.
1.0.1
- Fix: Prevent loading invalid email templates in the campaign builder.
1.0.0
- Initial release