Our Preferred CRMs

CRM Development Process

  • Full CRM Survey

    The first step is a full 1-hour call to go through your current systems, how you manage your E-Commerce store today, and goals you want to achieve. CRMs are unique to each business, and we need a full understanding of your store.

  • Proposal and Outline

    When an error is reported, tickets are automatically generated in our system. You will receive real-time updates and be able to respond to any questions we may have for you.

  • Initial Setup and Monitoring

    This white-label solution will have us build the automations while your customers only interact with you. To simplify billing and provide a simple experience to customers, larger organizations prefer this option.

  • Checklists and Procedures

    When an error is reported, tickets are automatically generated in our system. You will receive real-time updates and be able to respond to any questions we may have for you.

  • Ongoing Maintenance

    We really mean business when managing your services. We do our best to build error notifications when an error arrives. You can also submit a ticket through our email, portal, or customized means of communication. When an error is reported, we will implement a solution and re-run any backlog within 24 hours (and often same-day).

All in one place:

  • Email

    Sync and track all emails with all your current and potential customers.

  • Meetings

    Know when your last meeting was and next meeting is with each contact.

  • Companies

    Different employees at one company with different accounts in your store? Combine and track them together!

  • Ticketing

    If you offer support and have a ticketing system, track all interactions (tickets, orders and calls) in one place.

  • User Insights

    Know who your user is, who's been on the website recently, and who you should reach back out to.

  • Activites

    Create tasks and reminders on each account. Automate them too so you have a new task when a user makes an action in your online store.

  • Reports

    Transpose data across sources. Understand and compare ticket usage, phone calls, interactions, and your sales all together.

  • Security

    Not all employees need all information. We can lock down and restrict any information you want to protect.

Partner Case Studies

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