Controlled access to Customers : Real-time sync from Shopify. Track customers profiles, tags, notes, RFM and orders. Several roles to restrict access to customers info
Marketing Analytics & Segments : Built-in segments playbook for RFM, sales channels, discounts or any custom segment, then export to any marketing app
Sales Follow-up & Segments : Based on tags e.g. salesrep name or wholesale. last & next order dates, refill & anniversary orders, money spent, and 60+ conditions
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
Matej Kontros is an E-Commerce expert and app developer with over a decade of professional experience in IT.
Matej has worked for organisations of all types and sizes, including global players, startups, and agencies. He designed, developed, and maintained complex projects.
Matej's expertise includes e-commerce, software engineering, web development, systems administration, internet security, managing projects, and building teams.