Revamp CRM for B2B wholesale

Understanding customer behaviors can lead to significant improvements in sales performance. This application offers an intuitive platform designed to manage both B2B and B2C client interactions effectively. It centralizes vital customer information, including order history, personalized notes, tags, and customizable fields, simplifying the sales process.

Seamlessly integrate with Shopify through a two-way tag sync that ensures accurate customer categorization. For those looking to enhance workflows, there’s integration with Zapier, allowing for further automation of tasks. Gain a deeper insight into sales activities by collecting customer feedback and tracking team performance metrics.

Unique analytical tools, such as RFM classification and predicted order cycles, empower merchants to anticipate customer needs, reinforcing relationships and driving repeat orders. Equip your business with the resources needed to maximize customer engagement and operational efficiency.