Notify CRM

Description

Notify CRM adds powerful order management features to WooCommerce with WhatsApp integration, custom order statuses, branded transactional emails, courier tracking, and a floating WhatsApp button for your storefront.

Key Features

• Custom Order Statuses — Add statuses like “New Order”, “Shipped”, “Returned / RTO” with custom colors and workflow.
• WhatsApp Message Queue — Messages are queued when order status changes. Send them manually via wa.me with one click.
• Bulk WhatsApp Actions — Select multiple orders and send WhatsApp updates in bulk from the orders list.
• Branded Emails — Override WooCommerce transactional emails with custom subjects, headings, and branded HTML templates.
• Courier Management — Add your own courier services with tracking URL templates. Auto-detect tracking numbers from order notes.
• Floating WhatsApp Button — Add a WhatsApp contact button to your storefront with customizable position, color, and greeting message.
• Phone Number Normalization — Automatically formats phone numbers to international format for reliable WhatsApp delivery.
• Admin Bar Notifications — See pending message count in the WordPress admin bar at a glance.
• Order Actions — Send WhatsApp messages directly from the order edit screen with pre-filled templates.
• Message Log — Track all sent messages with status, date, and delivery method.

How It Works

1. When an order status changes (e.g., Processing → Shipped), Notify CRM queues a WhatsApp message.
2. You see pending messages in the admin bar and the Notify CRM dashboard.
3. Click to send — Notify CRM opens wa.me with the pre-filled message. Just hit send.
4. Branded emails are sent automatically for each status change.

Who Is This For?

WooCommerce store owners who want to:
– Keep customers informed via WhatsApp
– Use custom order statuses beyond WooCommerce defaults
– Send branded, professional order emails
– Track shipments with local courier services
– Add a WhatsApp contact button to their store

Compatibility

• WooCommerce 5.0+
• WordPress 5.8+
• PHP 7.2+
• Works with all themes that follow WooCommerce template standards

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.