Growffinity CRM Documentation
Welcome to the Growffinity CRM documentation. This comprehensive guide will help you understand and leverage all features of the CRM system to grow your WooCommerce business.
What is Growffinity CRM?
Growffinity CRM is a powerful customer relationship management system built specifically for WooCommerce stores. It helps you:
- Manage customers with detailed profiles, segmentation, and bulk operations
- Track orders with advanced management, refunds, and document printing
- Organize companies for B2B relationship management
- Automate workflows triggered by customer and order events
- Collaborate with your team using role-based access control
- Analyze performance with detailed analytics and reporting
Quick Links
- Getting Started - Set up your CRM and connect your store
- Customers - Manage customer profiles, tags, and segments
- Orders - View and manage orders, process refunds, print invoices
- Companies - Organize B2B relationships and track company metrics
- Workflows - Automate marketing with triggers and actions
- Team Management - Invite team members and manage access
- API Reference - Integrate with external systems
- Settings - Configure your CRM instance
Core Features
Customer Management
Create detailed customer profiles with contact information, addresses, and purchase history. Organize customers with tags and groups, and perform bulk operations on multiple customers at once.
Learn more about Customer Management →
Order Management
View synced orders from WooCommerce with full details. Update statuses, process refunds, send email notifications, and print invoices or packing slips.
Learn more about Order Management →
Company Management
Group customers under company accounts for B2B businesses. Track company-level metrics including total customers, orders, and revenue. Associate and manage customers within companies.
Learn more about Company Management →
Workflow Automation
Build automated workflows triggered by customer actions, order events, or time-based conditions. Send personalized emails, add tags, and update customer data automatically.
Supported Triggers:
- Customer events (new customer, segment change)
- Order events (status change, completed, high value)
- Time-based events
Team Collaboration
Invite team members to collaborate on your CRM. Owners have full access while members can manage day-to-day operations without access to billing or admin settings.
Learn more about Team Management →
Analytics & Reporting
Track customer lifetime value, campaign ROI, segment performance, and more. Export data for custom analysis and reporting.
Getting Help
If you need assistance:
- Check the relevant documentation section
- Review the API Reference for integration details
- Browse Tutorials for step-by-step guides
- Contact support for technical assistance