Stop the losses in your business with the
WordPress CRM plugin

LoyalAxis CRM is a powerful tool designed to implement various sales systems aligned with modern marketing strategies. With minimal human resources, you can achieve maximum sales — from lead generation to customer conversion and retention (repeat sales), LoyalAxis CRM is with you every step of the way.

If you’re seeking better organization in your business, seamless integration with your online store, clean and structured customer data, and a way to cut unnecessary costs, this CRM is an outstanding choice.

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Online demo of the WordPress CRM plugin

CRM Plugin Plans

Best Price Guarantee

$ 70 $70 per month

Full access to all features.
Unlimited number of users
Unlimited number of team members
Activation on one domain
free support and software updates

$ 150 $50 per month

Full access to all features.
Unlimited number of users
Unlimited number of team members
Activation on one domain
free support and software updates

$ 200 $33 per month

Full access to all features.
Unlimited number of users
Unlimited number of team members
Activation on one domain
free support and software updates

$ 350 $29 per month

Full access to all features.
Unlimited number of users
Unlimited number of team members
Activation on one domain
free support and software updates

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Your data is stored in the WordPress database and will be retained even if you do not renew. You will still have access to your data.

The software interface and related CRM processes will only be temporarily disabled.

WordPress CRM Features

Active in all plans – No matter which plan you choose, you will have access to all the features listed below.

Features of the WordPress Customer Relationship Management (CRM) Plugin

Available in All Plans
No matter which plan you choose, you’ll have full access to all the features listed below.

Marketing & Campaigns & Discounts
Sales
Automation and Workflows
User and Lead Management
Dashboard and Analytics
Support and Communication
Communications
Data Management
Additional Features

Marketing Discounts with WooCommerce

With this feature, you can generate and send discount codes through any type of message (SMS, email, WhatsApp) from anywhere within the system — whether it's automation, profiles, reports, lists, or target groups. Additionally, your sales agents can easily create and send a discount code to the customer with just one click during a phone conversation.

Sales System (100% Compatible with WooCommerce)

We’ve made managing your WooCommerce store — whether it’s retail, services, digital downloads, or more — easier and faster than ever. If you’re using WooCommerce, activating this module is an absolute must. We confidently say that any business equipped with this module stands head and shoulders above other WooCommerce stores. The features here are too extensive to summarize in just one paragraph, but rest assured, we’ve covered every need your WooCommerce store might have.

Proforma Invoice + Invoice + Shipping Label (WooCommerce)

The printed invoice version of LoyalAxis CRM stands out from other plugins with its seamless integration with WooCommerce, detailed order information, customizable layout, tax compliance features, and more. Once you configure and start using these capabilities, you’ll truly understand the difference.

Office Automation

Alongside the CRM features, you can experience an exceptional office automation system that adds multiple powerful subsystems: 1. A comprehensive correspondence system for managing incoming, outgoing, and internal letters. 2. Automatic letter numbering with customizable settings. 3. A letterhead designer for fully customizable forms, plus drag-and-drop letter templates with PDF export and direct printing. 4. A referral system that lets you assign any item to anyone, and receive notifications upon responses. 5. A digital signature subsystem allowing you to add signature fields to any form, such as letters. Signatures can be captured digitally via a stylus or predefined images, and included in your custom-designed letterhead outputs. 6. And many other practical features you’ll appreciate once you start using the system, like the To-Do List widget and more.

Integration with Gravity Forms

Gravity Forms is a popular WordPress form builder with powerful features that let you create any type of form — from contact forms and job applications to service sales and more. With LoyalAxis CRM, you can easily manage incoming form submissions and grant view access to the relevant forms for each user role — all without needing access to the WordPress admin dashboard. Additionally, when you view a user’s profile, you can see and track all the forms they have submitted on your site. Beyond these features, you can also generate a sales lead automatically when a visitor submits a form, and then advance your marketing campaigns using the automation module.

Integration with eForm

Generating leads from on-site forms and managing incoming messages are common challenges for any WordPress site. With our seamless integration, you can rest easy. By installing the eForm plugin and creating your desired forms, all necessary coordination for managing incoming messages is automatically handled.

Follow-Up and Reminders

Your organization’s agents can create follow-up tasks for customers or various matters, either for themselves or other team members. Additionally, before a follow-up is due, they can set reminders to be sent via SMS or email at a specified time. This feature ensures that nothing ever gets forgotten in your organization.

Professional WooCommerce Product Management + Bulk Product Editing

The default WordPress dashboard is great for site designers but can be challenging for sales managers and other user roles. We’ve built features that allow you to grant specific user roles limited product management access—such as editing prices only. Additionally, you can bulk edit products via Excel files, making WooCommerce store management easier and more efficient than ever.

Dashboard Builder

Every role in your business should have its own customized dashboard. For example, a sales manager needs a reporting dashboard, a sales agent requires an operational dashboard, and each other role should have a dashboard tailored to their specific tasks. We provide you with the tools to create any dashboard for any role, perfectly customized to their needs.

Customer Time and Credit Management System

If your business is B2B and you offer purchase credit to your customers, this is a unique feature for you. By defining credit policies, you can allow customers to place orders while they have available credit. When their credit runs out, personalized notifications will be sent to both the customer and the responsible agent to prompt payment settlement. We provide tools within this feature to give you full visibility of your customers’ credit status and automatically prevent orders from customers with outstanding debts.

Real-Time Website Statistics (Current Visitors)

If you want to stay one step ahead of your customers, have real-time visitor statistics at your fingertips. Open a customer’s profile before they even contact you and view their information at a glance. This way, your customers will definitely see your business in a whole new light.

User Access Switching

Easily switch into any user account with a different access level—no password required—so you can perform reviews and provide support whenever needed.

Integration with VoIP System

If your call center uses a VoIP (IP-based) system, by enabling this module you can view customer information in the CRM simultaneously with incoming calls. If the caller is not yet registered, you can quickly and easily create their profile and save their information.

Automation System

Another amazing feature you won’t find in any other software. This module is essential for every business. Use this module to stay several steps ahead of your competitors. It applies to a wide range of tasks—from converting leads into customers to managing workflow events related to orders within your organization.

SMS

By enabling this module, you can quickly send both single and bulk SMS messages throughout the system. Thanks to integrations with other sections like automation, you can send customized SMS notifications to colleagues or customers triggered by various events. Additionally, you can manage a blacklist, use message templates and shortcodes, and schedule messages for easier communication and marketing campaigns.

Freely send texts and files to your customers’ WhatsApp, just like with email and SMS. By connecting to one of the supported platforms, you can quickly send messages individually, in bulk, or automatically via WhatsApp. This module includes all the features available for email and SMS communication.

Email

Just like with SMS, you can send emails whenever needed. We have designed templates for this system to prevent your emails from being marked as spam and simplified the email sending process for all system employees. This module offers amazing features you won’t find in any other email sending platform.

Drag-and-Drop Email Design with Google Standards Compliance

If you do email marketing, you’ve certainly faced the challenge of designing attractive emails that meet Google’s standards. This CRM includes a unique and exceptional feature that lets you create appealing, Google-standard-compliant emails using drag-and-drop—helping to prevent your emails from being marked as spam. We’ve also provided ready-made templates for you to easily edit or create your own templates and reuse them in future campaigns.

Birthday Congratulations and Similar Scenarios

What happens on your customer’s or lead’s birthday? Want to send a congratulatory message? Or create and send a discount code? Either way, make your customers happy while advancing your sales goals.

Congratulate on Special Occasions or Send Event Notifications at Scheduled Times

Set everything up before your campaign starts and run it stress-free on the campaign day. Whether your campaign audience is 10 people or millions, we’ve built-in features to ensure your campaign runs flawlessly.

Target Groups (Customer Segmentation)

Preparing data is the most important step for advertising and sales campaigns. With this system, you can easily segment customers and leads to get ready for your campaigns. For example, if you want to target male customers over 30 who purchased product X in the last three months but did not buy product Y, this system makes it possible effortlessly. This is just one example — you can create any type of segmentation you need.

Quick Payment Link (WooCommerce)

A unique feature of our WordPress CRM is the ability to generate and send quick payment links for WooCommerce orders. We've developed this functionality specifically to help boost your sales. You won’t find this feature in any other plugin—it's the result of countless hours of dedicated development and years of hands-on experience with WooCommerce.

WooCommerce Report Builder

We’ve developed a comprehensive report builder for WooCommerce, giving you complete visibility into your store’s performance. Without this module, a WooCommerce store simply lacks access to real sales insights. With it, you can track, analyze, and optimize every aspect of your business with confidence.

ChatGPT said: WooCommerce Customer Panel

This CRM includes a modern, built-in user panel for WooCommerce that you can activate when needed. Designed specifically for your customers, it allows them to easily manage their orders, account details, and personal information—all in one place.

Kanban Board

We’ve built a versatile Scrum-style Kanban board for different departments across your business. Whether you're managing personal daily tasks or collaborating on team projects, this board adapts to your workflow and keeps everything organized and visible.

Customer Visit Management System

If you're looking for a structured way to manage customer visits, this feature is built just for that. It allows your sales representatives or field agents to easily plan their routes and daily tasks. What makes it truly unique is its powerful set of tools—automatic scheduling of follow-up visits after successful meetings, auto-creating visits when a new customer profile is added, logging delays and their reasons, and much more. With flexible configuration options for system admins, you can implement any scenario that fits your business workflow.

Role-Based Access and Responsibility Management System

**A Truly Unique Feature You Won’t Find in Any Other CRM** This powerful capability lets you restrict access to customer and order information for employees and agents based on their roles. It’s especially effective in commission-based systems, where controlling visibility can make a significant impact. With this feature, you can ensure data privacy, prevent overlap in sales efforts, and drive performance through focused access.

Workflow Automation

For the first time in the history of WooCommerce and WordPress, we’ve introduced a module that allows you to route tasks, customer profiles, orders, and more across different departments within your organization. If your team has more than three members, this module will be a game-changer—helping you streamline operations, reduce bottlenecks, and ensure nothing falls through the cracks.

Data Cleanup Tool

As a manager, maintaining clean and accurate customer data is always a concern—but we’ve got you covered. We’ve identified the most common data issues, and with just one click, you can automatically clean up your store’s records, customer profiles, and sales leads. Comprehensive video tutorials are available to guide you through every step.

Excel Data Import

Easily import customer and lead data into the system using Excel. A step-by-step guide on how to prepare your spreadsheet and upload the data is included directly within the plugin—making the process fast, simple, and error-free.

Lead & Customer Management + Unified Profile System

A fully integrated system designed to help you manage leads and customers in harmony with all other modules—guiding you through the journey of converting leads into loyal customers. Packed with powerful features like user tagging, color-coded statuses, profile history, and more—each of which is typically sold separately in other CRMs. Here, they come built-in, working seamlessly together to maximize your efficiency.

Loss Reason Tracking

If you're looking to identify why certain sales don’t convert, this module is made for you. It allows you to track reasons for lost sales across any custom form—whether it's WooCommerce orders, contracts, or others. There are two ways to collect this data: 1- Manually entered by the sales agent. 2- Through an automatically generated survey link sent to the customer. With powerful built-in reporting tools, you can analyze the most common failure reasons and take action based on priority to improve your sales process and customer experience.

CRM Customization (Build Any Form with Custom Fields)

Every business has its own unique processes—and this module gives you the flexibility to create any type of form you need, such as contracts, warranties, service requests, and more. You can route these forms through your organization using the Workflow module and automate related actions at different stages with the Automation module. Tailor your CRM to fit your exact needs—no coding required.

Profile Customization

Enriching customer and lead profiles over time empowers you to run highly targeted marketing campaigns and deliver exceptional support. In modern marketing, deep customer understanding is essential. This module provides you with the tools to build comprehensive, multi-dimensional profiles—ensuring every interaction is personalized, relevant, and impactful.

Ticketing System

If you have a support department and offer after-sales service, the Ticket module is a modern support system designed to streamline operations and significantly reduce business costs. It comes packed with features to help you build a robust, efficient customer support workflow—making it easier to manage inquiries, track issues, and deliver timely, high-quality responses to your customers.

User Role Management

If you have team members beyond the main system admin, this module is essential. It allows you to define custom user roles and assign precise permissions to each—ensuring every team member has access only to the tools and data relevant to their responsibilities.

PWA (Android & iOS App-Like Experience)

LoyalAxis CRM is fully optimized for mobile, and with this module enabled, you’ll enjoy an exceptional user experience on both Android and iOS devices. Whether on desktop or mobile, activating the PWA module significantly improves performance—doubling page load speed and delivering a smooth, app-like interface directly from your browser.

Delivery Code System for Couriers

Another unique feature designed to streamline WooCommerce order deliveries via couriers. With this system, each order is completed using a delivery code that the customer provides upon receipt—creating a clear, secure handoff. Not only does it help prevent delivery issues, but it also leaves a positive impression on customers, increasing the likelihood of repeat purchases.

All these features — without a single second of negative impact on your website’s speed.

Compatible with All Accounting Software

Our system is fully compatible with all Iranian and international accounting software, ensuring seamless integration and data synchronization.

Tools You Won’t Find Anywhere Else

This is not just a regular CRM; we provide you with tools that ensure LoyalAxis is the only solution you’ll need.

Customization Available

Unlike other software, because this CRM is a WordPress module, we can offer customization wherever you need, at an affordable cost and within a short time frame.

Modular Design

You can activate any feature you need and fully customize it from start to finish according to your preferences.

Free and Unlimited Updates

We are continuously developing, adding new features to the system, and releasing new versions every few days. These updates are available to you for free and without limits.

Organize the Disarray of Data and Performance of WordPress Plugins

Our main task is coordination. Instead of doing repetitive tasks, we organize previous work by creating coordination and consistency

Our Special Services for Organizations

You are a big business?
You able to inform us about your customization needs through the “customization request form” than we can estimate the cost and time required ASAP.

Tell Us Your Needs Right Now

Why Should You Choose Us?

This CRM plugin is installed locally on your WordPress site and works seamlessly with your WordPress and WooCommerce data.

There is absolutely no data exchanged between the LoyalAxis servers and your website — all data and processing are handled entirely on your own server, with no dependency on LoyalAxis.

Frequently Asked Questions

Does this plugin affect on my website speed?

No, the visual files of this plugin are only loaded in the software environment and will not affect the loading speed of the website pages or the WordPress dashboard.

Furthermore, the software logic has been written with the least complexity to avoid any issues with large amounts of data in different parts.

We have created an isolated environment for CRM on your website.

Is the information stored on our server?

Yes, this software uses the WordPress database and all the information is stored on your server.

Is this plugin compatible with plugins such as user panel, user management and various templates?

Yes, all WordPress developers use a specific structure, this plugin is designed to meet WordPress standards and will not interfere with any plugins and templates. It is also an isolated plugin and will not affect your other plugins or templates.

Our site is not designed with WooCommerce, can we use this plugin?

Yes, all WordPress sites that interact with the customer, such as store, educational, service, etc. sites can use this plugin.

Can agents access the CRM environment without logging into the WordPress dashboard?

Yes, it is possible in both cases, and we have provided settings for this purpose.

Is the implementation of the sales strategy in the CRM done by you?

We always respond to your support inquiries to ensure that your needs are met in the software in the best possible way. Additionally, you can entrust the implementation to us.

For different user roles in your organization (excluding the admin role), implementation is done for a small fee (10$ per user role). However, for the admin role, it is completely free and is part of our support services.

This means that if you only have the admin role, you can submit your scenario to us, and we will implement it for you free of charge.

Does having a CRM alongside an online store cause any issues?

No, in fact, the best infrastructure is one that integrates CRM data with the online store. Unlike other enterprise software, such as accounting systems, a CRM must work alongside the online store with unified data.

Stop the losses in your business with the WordPress CRM plugin