Refinery CRM per WooCommerce

• Built for commerce, not sales pipelines. Every field, segment rule, and chart is designed around orders, spend, and lifetime value, not deals and quotas like generic CRMs.
• Customer data stays in-house. All records remain in your store’s own database. Nothing is sent to external services.
• Storefront performance stays untouched. All queries and assets load only in WP Admin, so shoppers never see a slowdown and Core Web Vitals stay intact.
• Works for the whole team. Any WordPress user with the right capability can access the CRM, so owners, marketers, and support agents all work from the same customer record without extra seat licenses.
• Native to WooCommerce. Every screen lives inside the WP Admin and pulls live from WooCommerce data. No CSV exports, no syncing, no third-party accounts.
• Fits existing stacks. Works with the store’s current SMTP provider, subscription engine, membership plugin, and caching layer. No vendor lock-in and no parallel data models to maintain.

Main Features

360° customer profiles

Refinery CRM for WooCommerce is a complete CRM that lives inside your WordPress dashboard. Every shopper, registered or guest, gets a rich profile with lifetime value, order history, average order value (AOV), subscriptions, memberships, and full billing and shipping details on a single screen.

Smart segments with rule-based logic

Build segments using AND/OR rules to group customers by total spent, order count, products purchased, country, or customer type. Segment counts update in real time as new orders come in, so targeting stays accurate without a manual refresh.

Visual analytics for customer growth

A built-in analytics dashboard tracks customer growth over any date range, compares the selected period against the previous one, breaks down new versus returning buyers, and visualizes geographic distribution across the top 10 countries.

Send branded emails

Send branded emails to any customer directly from their profile. Messages deliver through the native WooCommerce email system, match your store’s existing template, and route through your active SMTP plugin, so no third-party email service is required.

View active and past subscriptions and memberships

See each customer’s WooCommerce Subscriptions and Memberships in one place, including active, paused, expired, and canceled records. Status, billing schedule, next renewal date, and payment history appear inline on the profile, so support and sales conversations happen with full context.

Refinery CRM is ideal for

• Growing WooCommerce stores that want lifetime value, average order value (AOV), and purchase history visible on every customer profile, without exporting CSVs to HubSpot, Klaviyo, or Salesforce.
• Subscription and membership businesses that need to see active and past subscriptions, memberships, and renewals next to a customer’s order history in one place.
• Marketing-focused merchants who want to build dynamic segments (high-spenders, repeat buyers, specific-product purchasers, specific countries) and reach them through the store’s existing WooCommerce email template.
• Agencies and freelancers managing client stores who want a clean, native customer management layer they can hand off to non-technical store owners.
• Privacy-conscious stores that prefer to keep customer data inside WordPress rather than syncing it to third-party platforms, including businesses with GDPR, HIPAA, or regional data-residency requirements.

Why Choose Refinery

• Developer-friendly by design. A documented REST API, WordPress hooks and filters, template overrides, and a TypeScript-first React codebase make it straightforward for in-house developers or agencies to extend, integrate, and theme.
• Quality code, built to WordPress standards. Written in strict TypeScript and modern React, reviewed against WordPress Coding Standards (WPCS), PHPCS-linted, nonce-verified on every request, and tested against the latest WooCommerce release.
• Built by WooCommerce experts. Refinery CRM is built by a team with 10+ years experience building and growing WooCommerce stores. Every feature is shaped by real store operations, not retrofitted from a generic SaaS product.
• Direct developer-level support. Support tickets are answered by the engineers who wrote the code, not a tier-one queue. Expect fast, technical replies with context on hooks, filters, REST endpoints, and edge cases.

How to get started

1. Purchase, download, and install this extension.
2. Navigate to WooCommerce > CRM to access your customer list.
3. Click any customer to view their profile.
4. Click the Segments tab and create your first segment
5. Click the Analytics tab to view customer analytics