Simpler Sales, Greater Growth with the
WordPress CRM Plugin

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Connect to mail servers using the SMTP protocol and run your email marketing campaigns.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

**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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Design custom questions for orders/contracts and gather customer satisfaction feedback based on your staff performance.

Easily shorten long URLs with just a few clicks and view their unique visit statistics.

Export your data to Excel with customizable filters and columns.