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Changeset 2054536


Ignore:
Timestamp:
03/21/2019 11:28:12 AM (7 years ago)
Author:
bulktheme
Message:

Updated readme.txt and added screenshots

Location:
woo-crm/trunk
Files:
5 added
1 edited

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  • woo-crm/trunk/readme.txt

    r2025152 r2054536  
    22Contributors: bulktheme
    33Donate link:
    4 Tags: crm, customer, customers, import, woocommerce, woocommerce crm
     4Tags: woocommerce, customers, customer, relationship, manager, crm, email, phone, call, tasks, events, groups, accounts, acf, integration, subscriptions
    55Requires at least: 3.4
    66Tested up to: 5.0.2
    … …  
    1414== Description ==
    1515
    16 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.
     16As 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.
     17
     18Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     19
     20= Add / Edit Customers =
     21Adding 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 [Advanced Custom Fields](https://wordpress.org/plugins/advanced-custom-fields/) plugin.
     22
     23Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     24
     25= Customer Status =
     26Manage your customers effectively using the default customer statuses which can be assigned in bulk or individually from the customer profile. Choose out of:
     27
     28* Favorite
     29* Blocked
     30* Flagged
     31* Follow-up
     32* Prospect
     33* Lead
     34* Customer
     35
     36Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     37
     38= Import & Export =
     39
     40Filter 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.
     41
     42= Existing Customers =
     43This 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'.
     44
     45Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     46
     47= Sending Emails =
     48Send emails to each customer individually or in bulk. These emails then appear under the customers activity for better management of communication.
     49
     50= Place Calls =
     51Make 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.
     52
     53Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     54
     55= Customer Notes =
     56Similar to the order notes function within WooCommerce, you can also take customer notes for each customer to remember the important things for future use.
     57
     58= Integrations =
     59This plugin is compatible with the following plugins:
     60
     61* [Advanced Custom Fields](https://wordpress.org/plugins/advanced-custom-fields/)
     62* [WooCommerce Subscriptions](https://www.woothemes.com/products/woocommerce-subscriptions/)
     63* [Groups for WooCommerce](https://www.woothemes.com/products/groups-woocommerce/)
     64
     65Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     66
     67= Documentation =
     68You can find the documentation to [here](https://wooexim.com/docs/woocommerce-crm/). If there is anything missing from the documentation that you would like help on, please fill in our contact [form](https://wooexim.com/contact/).
     69
     70= Bugs =
     71Should you find a bug, please do not hesitate to contact us through our support form found [here](https://wooexim.com/contact/).
     72
     73Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
    1774
    1875== Installation ==
    1976
    20 
     771. Upload the entire 'woo-crm' folder to the '/wp-content/plugins/' directory
     782. Activate the plugin through the 'Plugins' menu in WordPress
    2179
    2280== Frequently Asked Questions ==
     81
     82= What is the difference between free and pro version? =
     83
     84With free version you can only add and manage customer information, but with pro version comes with all the features: like import existing customers, export information, create task, schedule call, customer group, customers detail information and lots more. Download Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
     85
     86= Where can I get the pro version? =
     87
     88Please visit our official website for WooCommerce CRM Pro version here: [WooCommerce CRM Pro](https://wooexim.com/woocommerce-crm/ "WooCommerce CRM Pro").
    2389
    2490
    2591== Screenshots ==
    2692
     931. Manage you customers in one place
     942. Customer detail informations
     953. Customer account management
     964. Create task for a customer
     975. Schedule call for customer
     98
    2799
    28100== Changelog ==
    29101
     102= 1.0 =
     103* Just started here.
    30104
    31105== Upgrade Notice ==
    32106
     107= 1.0 =
     108This is the primary release of this plugin.
     109
     110
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