WooCommerce CRM Plugin with Deals, Proposals & Leads
From the first web-form submission to a signed contract and a WooCommerce order — pipelines, proposals, contracts and lead scoring in one place.
Demo login: admin / admin · Support · Free vs Pro · Free version
What CRM & Leads does
The StoreCashier Pro CRM gives sales teams a visual pipeline with weighted forecasting, products on deals, activities with reminders, proposals and estimates with a client page and e-signature, and contracts with renewals and online signing. Deals connect to your customers, leads and WooCommerce orders: one click turns a deal's line items into a WooCommerce order or opens a new POS sale.
The Leads module captures, scores, assigns and converts leads from spam-protected web forms, CSV imports or manual entry, with marketing attribution (UTM), GDPR consent fields and a source ROI report. Both modules can be switched on or off in Settings › Modules.
Availability: This module is part of StoreCashier Pro. In the free plugin it is visible as a read-only preview marked PRO.
CRM & Leads features
Deal pipeline
- Multiple pipelines ProDrag-and-drop Kanban with one column per stage showing probability, count, total and weighted total.
- Forecast and win rate ProStat cards for open deals, weighted forecast (value × probability), won this month, win rate, average won deal and deals needing attention.
- Rich filters and list view ProFilter by status, stage, owner, source, deal type, priority, tag and dates; a 23-column list with totals and bulk actions.
- Deals with products ProLine items with quantity, unit, price, discount and tax, plus customer, linked lead, company and contact person.
- Deal workspace ProOverview, activities, proposals, estimates and contracts, files and history; mark Won / Lost with a reason.
- Convert to a WooCommerce order ProCreate a WooCommerce order from the deal's line items (optionally marking it Won) or open a new POS sale.
- Activities and follow-ups ProCalls, meetings, e-mails, demos, site visits, SMS, WhatsApp and more, with an e-mail reminder one hour before an activity is due.
Proposals, estimates and contracts
- Proposals and estimates ProTwo document types with their own numbering, templates, line items, terms and a note to the client.
- Client page with e-signature ProA secret link lets the client view, print, accept with a typed or drawn e-signature or decline — no login needed.
- Status tracking ProDraft, Sent, Viewed, Accepted, Declined, Expired and Invoiced / Ordered, with the owner e-mailed on view, accept or decline.
- Convert to an order ProTurn an accepted document into a WooCommerce order, duplicate it or create a contract from it.
- Contracts with renewals ProValue, billing cycle, payment terms, start / end dates, renewal term, reminders, notice period and auto-renew, with placeholders in the contract text.
- Online contract signing ProSend for signature by e-mail; a signed contract becomes Active. A daily job renews or expires contracts and sends reminders.
Leads
- List and Kanban board ProStat cards, saved views and filters for status, source, owner, temperature, priority, industry, country, tag, campaign and score.
- Rich lead profiles ProContact person, company, address, qualification, owner and follow-up, marketing attribution (UTM, acquisition cost, referrer, landing page), social profiles and GDPR consent.
- Lead scoring and temperature ProA 0–100 score from status, attribute and source points (all configurable), with automatic Hot / Warm temperature.
- Assignment rules and duplicate checks ProDefault assignee, round robin or least open leads across a team pool, plus a live duplicate check.
- Web-to-lead forms ProBuild a form and generate a signed shortcode that is spam-protected (honeypot, time trap, rate limit, nonce) and captures UTM values.
- Import, export and source ROI ProCSV import with column mapping and duplicate handling (up to 5,000 rows), CSV export and ROI per source and UTM campaign.
- Convert leads ProCreate or link a customer (synced to WordPress / WooCommerce) and optionally a CRM deal.
Get StoreCashier Pro for $59 $99Unlock every CRM & Leads feature plus all other Pro modules.
How CRM & Leads works
The typical workflow, step by step.
- CaptureLeads arrive from a web-to-lead form, a CSV import or manual entry and are scored and assigned automatically.
- Qualify and convertWork follow-ups, then convert the lead into a customer and a deal.
- Move the dealDrag the deal through pipeline stages and log activities.
- Send a proposalThe client accepts online with an e-signature.
- Close and invoiceCreate the WooCommerce order from the deal and a contract with renewals.
CRM & Leads screenshots
Real screens from the StoreCashier Pro demo store. Click to enlarge.
Get StoreCashier Pro for $59 $99See it yourself in the live demo (admin / admin), then buy once.
CRM & Leads FAQ
Answers based on the StoreCashier documentation.
Is the CRM included in the free plugin?
No. CRM and Leads are StoreCashier Pro modules. The free plugin shows them as read-only previews marked PRO.
Can clients sign proposals online?
Yes. Each proposal or estimate has a secret client link where the client can view, print, accept with a typed or drawn e-signature or decline, without logging in.
Can a deal become a WooCommerce order?
Yes. A deal's line items can be turned into a WooCommerce order (optionally marking the deal Won), and accepted proposals and estimates can also be converted to WooCommerce orders.
How is lead scoring calculated?
The score (0–100) adds status points, attribute points (e-mail, phone, company, website, job title, decision maker, budget, timeline, temperature, completed activities) and source points. All points are configurable.
How do I put a lead form on my website?
Build the form in Leads → Web Forms and click Generate shortcode. The signed [storecashier_lead_form] shortcode is spam-protected and captures UTM values.
More answers in the full FAQ and the documentation.
Get StoreCashier Pro for $59 $99All 20 optional modules plus the advanced POS, multi-location stock and 60 reports.
Related modules
Everything in StoreCashier shares one database, so these modules work together out of the box.
Contacts Free + Pro
Everyone you sell to and buy from — with balances, statements and two-way sync with WooCommerce customers and WordPress users.
Explore Contacts →Projects & Tasks Pro
Plan, staff, track and invoice client or internal projects — with a full task manager, timers, timesheets and a customer portal.
Explore Projects & Tasks →Sales & Orders Free + Pro
Website orders and POS sales in one list — with invoices, packing slips, payments, profit, returns and notifications.
Explore Sales & Orders →Reports Free + Pro
A dashboard that respects permissions, 60 built-in reports in StoreCashier Pro and a Report Builder that pins your own charts to the dashboard.
Explore Reports →Support Tickets Pro
A helpdesk with departments, priorities, SLA tracking, canned replies, a knowledge base and a customer portal in WooCommerce My Account.
Explore Support Tickets →
Get StoreCashier Pro for $59
CRM & Leads is included in StoreCashier Pro together with every other module — one plugin, one-time payment.
Start free, upgrade anytime. The free StoreCashier plugin on WordPress.org includes the POS, stock ledger, purchases and accounts, and shows CRM & Leads as a read-only preview marked PRO. Upgrade when you are ready — your data is kept.
Download StoreCashier FreeDemo login: admin / admin · Support · Free version on WordPress.org · Pricing details