Revamp CRM ‑ Sales & Marketing

Track Customers Profiles (B2B & B2C eCommerce CRM):

• Real-time sync from Shopify and integration with 80+ data sources, you get 360 degrees view of your customers, and have a central place for their orders, tasks, emails, opportunities and notes directly under their profile.
• Send and receive emails from the CRM.
• Fix & merge duplicate records.
• Two-way Tag sync with Shopify.
• Integration with Zapier

Sales Follow-up & Segments for Sales Managers

• Improve repeated customers rate and empower your Sales reps
• Follow-up using tags, or shopping behavior e.g. last order date, or custom segments
• Manage your sales team performance & follow-up tasks. Assign them customers, and different roles & permissions.
• Automate Common Tasks: tagging, adding notes, sending emails and more
• For example, automatically tag customers after they buy specific products or those who spent more than say $200.

Marketing Analytics & Segments for Marketing Managers

• In-depth analysis and breakdown of your revenue per Sales channels and Ad campaigns Analysis.
• Revenue generating segments e.g. loyal, recent, inactive, one-time, bought a product or a category, has a tag.
• Create your own segment using 60+ criteria to segment your customer based on their purchase behavior, then easily tag them, send these tags back to Shopify, or export them to popular marketing apps e.g. MailChimp, ActiveCampaign.

Award winning product

• Great reviews on Capterra, G2Crowd, SoftwareAdvice, FinancesOnline, Crozdesk and fitsmallbusiness
• Contact us at [email protected] and we will be glad to help and provide one-on-one demo
• Award winning: won Expert's choice, Best free trial and Great user experience awards from FinancesOnline.

Book a demo

• Through our website > Book a demo (in the top bar)
• Contact us at [email protected] and we will be glad to help and provide one-on-one demo

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