Notify CRM

Descripción

Notify CRM is a free WooCommerce plugin for sending order status updates to customers via WhatsApp. It also adds custom order statuses, branded transactional emails, courier shipment tracking, and a floating WhatsApp chat button to your WooCommerce store.

Unlike WhatsApp Business API plugins that charge per message and require Meta Business verification, Notify CRM uses wa.me links — no API keys, no per-message fees, no complicated setup. Works with your regular WhatsApp or WhatsApp Business app.

WhatsApp Order Notifications for WooCommerce

When a WooCommerce order status changes (e.g., Processing → Shipped), Notify CRM queues a WhatsApp message with all the order details. You review pending messages in your WordPress admin dashboard, then send them with one click. Customers receive a formatted WhatsApp message with order ID, items, totals, and tracking information.

Custom WooCommerce Order Statuses

Go beyond WooCommerce’s built-in statuses. Create custom order statuses to match your real fulfillment workflow:

• New Order — freshly placed orders awaiting confirmation
• Pending Confirmation — orders waiting for payment or stock verification
• Shipped — orders dispatched with courier and tracking info
• Out for Delivery — orders with the delivery agent
• Delivered — successfully completed orders
• Returned / RTO — returned or refused shipments
• Cancelled — cancelled orders

Each custom status gets its own color for easy identification in the WooCommerce orders list. Map WhatsApp message templates and branded email templates to each status change.

Branded WooCommerce Email Templates

Replace WooCommerce’s default plain emails with professional, branded HTML email templates. Customize the subject line, heading, and email body for every order status. Add your store logo, brand colors, and personalized messaging to every customer communication.

Courier Tracking & Shipment Management

Add your own courier services — local, national, or regional — with custom tracking URL templates. When you add a tracking number to WooCommerce order notes, Notify CRM auto-detects it and includes the tracking link in WhatsApp messages and branded emails.

This is especially useful for stores using local couriers or shipping providers that WooCommerce doesn’t natively support for tracking.

Floating WhatsApp Chat Button for WooCommerce

Add a customizable WhatsApp contact button to your WooCommerce storefront. Customers can reach you directly via WhatsApp from any page on your store. Customize the button position (bottom-left or bottom-right), color to match your brand, and greeting message.

All Key Features

• WhatsApp Message Queue — Messages are queued automatically when WooCommerce order status changes. Send them manually via wa.me with one click.
• Bulk WhatsApp Actions — Select multiple WooCommerce orders and send WhatsApp updates in bulk from the orders list.
• Phone Number Normalization — Automatically formats customer phone numbers to international format with country code support for reliable WhatsApp delivery.
• Admin Bar Notifications — See pending WhatsApp message count at a glance in the WordPress admin bar.
• Order Screen WhatsApp Actions — Send WhatsApp messages directly from the WooCommerce order edit screen with pre-filled message templates.
• Message Log — Track all sent WhatsApp messages with status, date, and delivery method in a searchable log.
• Custom Message Templates — Use variables like {name}, {order_id}, {items}, {total}, {courier}, and {tracking_number} to personalize WhatsApp messages for each order status.

Who Should Use Notify CRM?

Notify CRM is built for WooCommerce store owners who:

• Want to send WooCommerce order updates via WhatsApp without paying for the WhatsApp Business API
• Need custom WooCommerce order statuses to match their real order fulfillment workflow
• Want to send branded, professional WooCommerce transactional emails instead of default templates
• Ship with local or regional couriers that WooCommerce doesn’t natively support for tracking
• Want a WhatsApp chat button on their WooCommerce store for customer support
• Run a small to medium WooCommerce store and need an all-in-one order communication tool

How Notify CRM Works

1. Install and activate Notify CRM from the WordPress plugin directory
2. Register your WooCommerce store in the Store tab
3. Create and customize your order statuses in the Statuses tab
4. Set up WhatsApp message templates in the Notifications tab
5. When a WooCommerce order status changes, Notify CRM queues the WhatsApp notification
6. Click “Send WhatsApp” — the plugin opens wa.me with the pre-filled message. Just press send.
7. Branded transactional emails are sent automatically for each order status change

Compatibility

• WooCommerce 5.0+
• WordPress 5.8+
• PHP 7.2+
• Works with all WooCommerce-compatible themes
• Compatible with major WooCommerce order management workflows

External Services

This plugin connects to the Notify CRM server to provide store registration, plan verification, and account management functionality.

Service: Notify CRM
URL: https://api.hustletoevolve.com
Terms of Service: https://api.hustletoevolve.com/terms
Privacy Policy: https://api.hustletoevolve.com/privacy

Endpoints used and when data is sent:

1. Register / Status (/api/plugin/status) — Checks or creates your registration when you save the Store tab settings. Sends: store key, store URL.
2. Verify (/api/customer/verify) — Verifies your registration status. Sends: store key, store URL.
3. Find Store (/api/customer/find-store) — Looks up an existing store registration by domain. Sends: store domain.
4. Disconnect (/api/customer/disconnect) — When you manually disconnect your store. Sends: store key.
5. Disconnect WhatsApp (/api/plugin/disconnect-whatsapp) — When you disconnect your WhatsApp session. Sends: store key.
6. Delete / Delete Account (/api/plugin/delete, /api/customer/delete-account) — When you delete your account. Sends: store key, store URL.

Data sent on initial registration:
– Store URL (your WordPress site URL)
– Store name, owner name, owner email address, owner WhatsApp number
– Plugin version, WordPress version, WooCommerce version, PHP version

Purpose: Store registration and plan verification for plugin functionality. The data collected is used solely for plugin operation and to notify you about updates or new features.

No payment data, order data, customer data, or any other WooCommerce information is ever transmitted to the Notify CRM server.

Privacy Policy

Notify CRM collects store registration data (store name, URL, owner name, email, WhatsApp number, and software version information) and sends it to the Notify CRM server (api.hustletoevolve.com) when you complete registration in the Store tab. This data is used for plugin functionality and to inform you about plugin updates and new features.

No WooCommerce order data, customer data, or payment information is ever sent to any external server.

To delete your data from the server, go to Notify CRM > Account tab and click “Delete Account” in the Danger Zone.