Marketing CRM
Orders and signups flow in on their own. Segments stay right. Welcome sequences, renewal reminders and win-back fire on what people actually did. We set it up around how you sell, on whichever platform fits you.
What you end up with
The CRM is one part of this, not the point of it. What you are buying is the chain working end to end, so the thing that triggers an email is the same thing that shows up in the report.
Orders, signups, renewals, cancellations and form fills stop living in separate places. Whatever the customer does, it lands where you can act on it, without anyone exporting a spreadsheet.
The person who bought with a personal address and renewed with a work one is one customer, not two. That sounds obvious until a report counts them twice and nobody can explain the number.
Who bought what, who is trialling, who lapsed, who renews next month. Right every time you look, so you can send something to 4,000 people without checking it by hand first.
Welcome sequences, abandoned checkout, renewal reminders, win-back, upsells at the moment they make sense. Triggered by what somebody actually did rather than by the day of the week.
Which segment renews, what a customer is worth by where they came from, which campaign preceded revenue. The questions you already ask, answered without assembling them by hand.
Works with what you run
Some of these connect through the CRM's own WordPress plugin, some through a connector layer, and some need an integration written for your setup. Which one it is changes the effort, not the answer. If your stack is not listed, it is very unlikely to be a problem.
Orders, refunds, subscription status, abandoned carts, lifetime value and what someone actually bought rather than just that they bought.
Commonly paired with
KlaviyoActiveCampaignMailchimpBrevoHubSpotFluentCRMGroundhogg
Purchases, licence keys, activations, renewals and expiries, so a lapsed licence can trigger something instead of sitting in a report.
Commonly paired with
FluentCRMGroundhoggActiveCampaignHubSpotBrevo
Enrolments, course progress, completions, quiz results and certificates. HubSpot with LearnDash is the pairing we are asked about most, usually so sales can see who finished what.
Commonly paired with
HubSpotActiveCampaignFluentCRMGroundhoggBrevo
Joins, group membership, profile fields, posting activity and, more usefully, inactivity. A member who has not logged in for thirty days is a segment worth having.
Commonly paired with
FluentCRMGroundhoggHubSpotActiveCampaign
Tier, renewal date, upgrades, downgrades, failed payments and cancellations, across Paid Memberships Pro, MemberPress, Restrict Content Pro and WooCommerce Subscriptions.
Commonly paired with
ActiveCampaignFluentCRMGroundhoggHubSpotKlaviyo
Deals, pipeline stage and owner, pushed back to the site so what marketing sends matches where the deal actually is.
Commonly paired with
HubSpotPipedriveZoho CRMSalesforce
Why this matters
The failure is always the same shape. A segment goes to the wrong people, or a report disagrees with the store, so someone verifies a figure manually. Then it happens again, the checking becomes a habit, and eventually the real customer list is a spreadsheet on somebody's laptop while the CRM keeps being paid for. Every step of that is a data problem, and every one of them can be designed out at the start.
What we set up
Importing a list and sending an email is the part every platform does. These are the things that decide whether you are still relying on it in two years.
Store sync
WooCommerce, EDD, Shopify, subscriptions, memberships, a custom checkout. Orders and renewals flow through automatically, and the customer record updates itself when someone buys, upgrades, refunds or lapses.
Nobody re-types a customer into a second system.
Stays accurate
Integrations fail quietly. A tag does not land, nothing raises an error, and months later a segment is wrong. We build the checking layer that re-reads both sides, finds records that disagree and repairs them, so trust does not decay.
Wrong data is caught by the system, not by a customer.
Flows
Bought and never logged in. Trial ending in three days. Renewal failed. Opened four emails and never clicked. Each is a trigger worth acting on, and each one needs the underlying data to be right before it can be relied on.
The right message, because the trigger is real.
Marketing automationFunnels
Landing pages, forms and qualification that write into the same customer record as everything else, so a lead arrives already classified and attribution survives the journey from ad to signup to renewal.
One record from first click to renewal.
Lead funnel engineeringStructure
Tags multiply faster than anyone expects, and an unmanaged list is unusable long before it looks broken. Naming rules, a purpose per tag and a retirement process are dull and they are what keeps segmentation from becoming archaeology.
Set it up once rather than clean it up later.
Migration
Contacts move easily. What decides whether the new system gets trusted is whether purchase history, engagement history, unsubscribes and consent records arrive with them. Both systems run in parallel until the new one demonstrably agrees with reality.
Switch without losing what you know.
Fitting it to you
There is no logo wall here on purpose. The right answer depends on your business, and a recommendation made before anyone has asked these is a preference rather than advice.
We work with it. A CRM people distrust usually has a data problem rather than a platform problem, and replacing the platform carries the bad data into a more expensive one. We would rather prove which it is before you pay to move.
Then the pick falls out of four things: who has to own the data, what it costs at the list size you expect in three years, whether it needs to sit inside WordPress, and who is in it daily. Answer those and the shortlist is two, not twenty.
A self-hosted CRM keeps customer data on your infrastructure instead of somebody else's, and hands you the maintenance in exchange. It suits some businesses very well and others not at all. It is one option among several, not our house answer.
Reasonable. We are not a reseller for anybody, so no commission steers the recommendation, and we document what we build so your team can run it. We will not build something only we can maintain and call it a partnership.
What it costs
Connecting a clean store to a fresh CRM and untangling four systems that have disagreed for three years are the same sentence and very different projects. Here is what moves the number.
What moves the number
Small, well-defined work is usually better handled as an hourly block than scoped as a project, and we will say so rather than inflate it into one.
Rough idea to delivery
Quick enquiry
Tell us what you sell and which systems hold customer data today. If the honest answer includes a spreadsheet somebody maintains by hand, that is the most useful thing you can tell us.
Prefer the full form? Start a project
Common questions
Yes, and that is usually the first thing worth doing. WooCommerce, EDD, Shopify, subscriptions and memberships all connect, and a custom checkout is an integration rather than a blocker. Once orders and renewals flow in automatically, the customer record starts being worth trusting, and everything else depends on that.
Yes, and it is the combination we are asked about most. Enrolments, course progress and completions become properties on the HubSpot record, so sales and success can see who finished what and follow up on the ones who stalled. The same pattern applies to LifterLMS, Tutor and Sensei, and to ActiveCampaign, Brevo, FluentCRM or Groundhogg in place of HubSpot.
Both are standard work. For WooCommerce that means orders, refunds, subscription status, abandoned carts and lifetime value reaching the CRM, commonly with Klaviyo, ActiveCampaign, Mailchimp or Brevo. For EDD it means purchases, licence keys, activations, renewals and expiries, so a licence lapsing can trigger something rather than sit in a report nobody opens.
Both, and they are worth doing in that order. Sequences built on data nobody trusts get switched off within a quarter. Once the record is right, welcome flows, abandoned checkout, renewal reminders and win-back are the natural next step and we build those as well.
Usually not. Most of the time the complaint is about data rather than software, and moving platforms carries the same bad data somewhere more expensive. We would rather look first and tell you honestly whether the tool is genuinely the constraint.
There is no house pick and we are not a reseller for anybody, so nothing steers the answer. It depends on who must own the data, what it costs at the list size you expect in three years, whether it needs to live inside WordPress, and who is in it every day. We will make the recommendation, and we will fit it to you rather than the reverse.
Yes. Contacts are the easy part. The work is carrying purchase history, engagement history, unsubscribes and consent records across intact, and running both systems side by side long enough to prove the new one agrees with reality before the old one is switched off.
Whichever you prefer. Some clients want it documented and handed to their own team, and we write the documentation for that. Others want us to keep operating it. Both are fine, and the choice stays yours rather than being decided by how it was built.
This is estimated against scope rather than sold at a list price. Connecting a clean store to a fresh CRM and untangling four systems that have disagreed for three years are very different projects. The section above sets out what moves the number.
Where to go next
Next step
A discovery call is free. Bring the list of places customer data currently lives and we will show you what connecting them properly looks like.
WBComDesigns is amazing. The WP plugins and themes are of top notch quality with lots of features and updated very frequently. Supports are very responsive and helpful. I use Reign with TutorLMS, and the experience is surprisingly smooth.…