--- title: CRMlytics Reviews meta_title: 'CRMlytics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CRMlytics works for a business like yours. date_modified: '2026-07-02' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # CRMlytics Reviews **Vendor:** CRMlytics **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About CRMlytics CRMlytics is a CRM plugin for WooCommerce that helps store owners manage customer data, analyze purchase behavior, and predict future buying patterns. CRMlytics doesn't just tell you what your data means; it gives you the tools to act on it. It combines predictive analytics (like churn prediction, RFM scoring, and health scores) directly with built-in email campaigns. This means it can identify exactly which customers are at risk of leaving and immediately provide a way to target them. Most eCommerce CRMs are essentially just email automation tools built to send abandoned cart reminders. CRMlytics do more, It reads your existing WooCommerce order history and runs statistical models directly on your server to figure out who is going to buy again and who is about to churn. Because it runs natively inside WordPress, you do not have to export your customer list to an expensive external service. Your store data stays entirely on your own server, meaning you avoid the recurring monthly fees charged by cloud-based analytics platforms. Instead of forcing you to pull spreadsheet reports, the plugin maps out exactly what your customers are doing across nine main features: - \*\*Store dashboard:\*\* Gives you a central view of your live revenue metrics, macro trends, and recent customer activity. - \*\*Churn risk scores:\*\* Calculates a health rating for every customer so you can reach out to people right as their buying habits start to slip. - \*\*Order forecasting:\*\* Predicts exactly how many orders a customer is likely to place over the next 30, 90, and 180 days. - \*\*RFM scoring:\*\* Runs Recency, Frequency, and Monetary math in the background to automatically sort your buyers into groups like Champions or Lost. - \*\*Custom segments:\*\* Lets you build dynamic lists based on average order value, total purchases, health scores, or exact dates. - \*\*Customer timelines:\*\* Logs order changes, email clicks, tag updates, and manual staff notes into a single chronological feed for each buyer. - \*\*Direct email:\*\* Connects to a built-in sender so you can email your segments straight from the dashboard and track exactly who clicks what. - \*\*Smart tags:\*\* Automatically applies labels to users based on their behavior, while still letting you manually tag customers to keep lists organized. - \*\*CSV export:\*\* Dumps your full customer list or highly specific segments into a clean spreadsheet file in a single click. - [View CRMlytics pricing details and edition comparison](https://www.g2.com/products/crmlytics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+18%3A40%3A52+-0500&secure%5Bsession_id%5D=148c772a-33f9-432a-9267-d0714c2a0d70&secure%5Btoken%5D=45df60b5e9fe160172a81edfcf74dc9c4765ef4451df72e7389621f1cb50bd3e&format=llm_user) ## CRMlytics Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - Internationalization - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top CRMlytics Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,255 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,328 reviews)