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Launch
CRM & Relationships

Every shopper becomes a relationship

An ecommerce CRM wired into the store it serves: contacts synced from real orders and portal activity, a deals pipeline with values and owners, segments by behavior, value and tags, and one activity timeline per shopper. No exports, no sync jobs, no third-party glue — the CRM and the store share the same memory.

From first order to repeat customer — one lifecycle

The CRM does not start when you open it. It runs the whole relationship, continuously.

01

Capture

Every order, portal signup and account update flows into your CRM on its own. Shoppers are captured the moment they interact with the store — no import jobs, no manual entry.

02

Unify

Orders and portal activity merge into one unified contact record per shopper, so your team sees the person and their history — not scattered rows in five disconnected tools.

03

Segment

Build audiences by behavior, value or tags. A segment is a living audience: as shoppers act, membership follows automatically and stays true without maintenance.

04

Win back

Reach the right segment with the right message at the right moment — then watch every reply, order and note land on the same timeline that started the relationship.

Four capabilities, one memory

Contacts, deals, segments and the timeline are not four tools — they are one record, seen four ways.

CRM Contacts

Unified contact records synced automatically from orders and customer-portal activity. The record is always current because the store itself feeds it.

Deals Pipeline

Track opportunities through stages with values and owners — bulk requests, wholesale quotes and repeat-purchase deals move visibly from first contact to close.

Segments

Audiences built by behavior, value or tags, ready for targeting wherever you communicate. High-value, at-risk, brand-new — define it once and it stays current.

Activity Timeline

Every touchpoint — order, email, note — on one timeline per contact. Nothing to reconstruct: the history of the relationship is already written down.

Activity Timeline

One timeline. The whole relationship.

Most shops reconstruct a customer's story from a spreadsheet here and an inbox there. Here, the story writes itself: every order, every email, every note your team adds — on one timeline per contact.

  • Orders, emails and notes land on the record automatically
  • Your team adds plain-language notes next to the hard data
  • Open a contact and read the whole relationship in seconds
Pair it with the Project Management system

Contact record

Synced from orders and portal activity

Live
  1. Order placed

    The storefront itself wrote this touchpoint the moment the order was confirmed.

  2. Email opened

    Campaign engagement lands on the same record the order did — one history, not two.

  3. Note added

    Your team adds context in plain language, directly on the contact.

  4. Deal advanced

    A pipeline stage changed — with a value and an owner attached to it.

Turn shoppers into regulars

The CRM ships with every store — contacts, deals, segments and timelines, fed by the store itself.

Start knowing your shoppers

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