Small business & Startups forum


All-in-one CRM + order/inventory management software

by chiko930 / December 10, 2016 6:15 PM PST

I'm hoping someone can give me some advice. I run a woocommerce store and have until now kept all customer information on wordpress and excel sheets. I am looking for something to streamline my business but am getting confused by all the CRM and order management options/features and how they would integrate.

In a nutshell, I would like to have one platform where I can see the days orders, see all customer info including past orders, check inventory and email customers easily after viewing their orders. It is just me and one other employee who packs and ships orders who run everything.

Can anyone either recommend software that could do this or let me know what search term I should be using to find this software?

Thanks Happy

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Clarification Request
It's getting a bit confusing
by Mike_Cartwright / June 11, 2017 11:42 PM PDT

Hey guys,

Apologies but I'm a little bit confused. @Azhar says WooCommerce has all of these features and would just need some plugins to get it up and running. Another one says it should be ERP. Another user suggests an inventory software of some kind. Is an ERP and an inventory software the same thing? Hoping for some enlightenment. Thanks!

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by Kees_B Forum moderator / June 12, 2017 12:12 AM PDT
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by Mike_Cartwright / June 18, 2017 5:24 PM PDT
In reply to: ERP

Thanks very much!

All Answers

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by AzharNayeem / December 20, 2016 10:26 PM PST

The answer lies in your question. WooCommerce!

WooCommerce can handle all these functionalities. You might need plugins for some features though. One of the major reasons why WooCommerce is more preferable is because it provides all functionalities that an e-commerce website needs. Inventory management, stock management, user accounts, taxes, shipping options, payment methods, reports and so on, are the key functionalities that WooCommerce offers.

And now to answer your main concern,

By default, WooCommerce can filter orders by month in the Orders tab. You can create custom fields (in your case by date) for orders using a plugin like Custom Order Fields.

All customer information can be viewed in the Users tab and also by clicking on the username in the orders made by the customer. You can also filter orders by users to view their past orders in the default filter option in the Orders tab.

For managing inventory, enable stock management in the Products-> Inventory section of WooCommerce settings. Here, you can configure low stock & out of stock settings. You can also set inventory in the each product settings.

For configuring email, you can head to Emails tab settings. There are a number of Email Notifications available, which you can enable & configure. Based on your website theme, you can also personalize Email Template.
Once a customer has ordered a product, you can send mail by just clicking on his email address and connecting it to email service of your mail.

Hope this helps!

Post was last edited on June 5, 2017 3:21 AM PDT

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by ieuanoh / January 27, 2017 2:17 AM PST

Hello! I hope you've found some software that helps your business.

If not, I'd like to suggest you take a look at Brightpearl. It's a cloud based web app that can integrate directly with your woocommerce store to manage orders, inventory, shipping and finances. There's also a CRM to manage your contacts and relationships. It provides a much more feature rich experience than simply using WooCommerce's out of the box features.

There's also a load of other great software on the market that can help you. Also check out:

Hope this helps!

Links removed by moderator.

Post was last edited on January 27, 2017 3:44 AM PST

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by larry_JP / February 1, 2017 6:21 AM PST

Those exact features - CRM, inventory & order management, are the core of EasyERP. It is designed to work with ecommerce platforms (at least the vendor says so), and also includes accounting.

Tradegecko and Stitchlabs too, surely, but not sure about CRM functionality there.

Post was last edited on June 5, 2017 3:20 AM PDT

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All in one inventory management software
by AllenBorder / June 5, 2017 2:52 AM PDT

yes, I would like to recommend He provides the best retail inventory management software for small and large business.

Post was last edited on June 5, 2017 3:20 AM PDT

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online crm tool is the right choice for you
by cruellady / July 6, 2017 3:46 AM PDT

Running any business small or big requires much effort and dedication. There are so many things to do and at the same time many issues requires your attention. You have to follow everything from your workers performance, to important meetings as well as documentation. It is clear that one person cannot do everything at a time and there is not point in gathering several helpers. The most important thing to run business and to not burn is to organize the work by using all modern effective tools. The brightest example is the usage of CRM systems, which provide all possible instruments products to keep your sales, marketing and service in front of your eyes. Smart organization of your working process is the key to success.

Name of specific system removed by moderator.

Post was last edited on July 17, 2017 3:32 AM PDT

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You need a Channel Manager and Back Office
by bkowkabany / September 5, 2017 2:34 PM PDT

You can't grow if you try to handle everything from spreadsheets. They become unwieldy and you spend an enormous amount of time doing something that software could handle automatically. You are also prone to errors.

Woocommerce alone will not support multiple channels (like Amazon, ebay, Walmart, Jet etc.) so you need a channel management system to do that. You also need backoffice software to handle orders, customers, inventory, fulfillment, purchasing, receiving, reporting etc.

Channergy does this very well as it has both the channel manager and the back office system built in. Alternatively you can use a separate channel manager and supplement it with a back office system for inventory etc. That can become as difficult to maintain as spreadsheets though as most disparate systems don't talk to each other well.

I know almost all the solutions out there very well and am happy to answer any questions you may have if I can. Feel free to post them here and I will reply.


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My personal experience with a program
by Jeniferwilkin / October 29, 2017 1:50 AM PDT

I was always looking for an all-in-one software ever since I started my Inventory business. Around 5 years ago I started to work with Rental Tracker Pro. It has been about 5 years that I am satisfied with this software which covers all my needs, such as Purchase Orders, Physical Inventory, Renting, Subrenting, Selling, Reports. I keep the record of all my customers, vendors, orders, etc.

I hope this program help you in your business too. You can review their website and ask for a demo here:

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Order Management System
by Polina_Polukhina / January 30, 2018 5:14 AM PST

"Small businesses usually decide to use ready SAAS order management systems as they are cheap and fit their requirements.

Many industry giants offer basic plans for small businesses. They usually include a limited set of features and fit the demands of the companies.

InFlow, for example, offers 100 products and customers proceeding for free. There is a limited number of built in reports and a multi-user mode. Managing multiple locations, sales and purchase orders, barcode scanning is also possible. Among the disadvantages - there are no integrations and no synchronization available.

Zoho inventory service allows to proceed a limited number of orders online and offline, every plan includes several shipping labels. If you run out of orders, the work doesn’t stop - you can just order another 50 orders and labels for a small fee. Multi-user mode and various integrations are available.

Order Desk is a good choice for small businesses. It charges a small fee for every order, which seems to be pretty attractive when you don’t have thousands of them. Order Desk also offers a lot of integrations and a very helpful support, which is important for non-techs.

Personally, for my business, I think I prefer a custom solution. Because I can save the budget for the future, creating for myself what is most suitable for me, now I look closely, interested in such successful projects.

Post was last edited on January 30, 2018 5:18 AM PST

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